Insightly

Vorteile

The ease of onboarding & use. Ability to customize without having to use a developer

Nachteile

Nothing. All the features we needed, Insightly has.

In Betracht gezogene Alternativen

Warum Insightly gewählt wurde

Zuvor genutzte Software

Gründe für den Wechsel zu Insightly

Vorteile

Insight features a comprehensive feature set, and is easy to use, making it a popular choice for companies looking to streamline their operations and drive growth.

Nachteile

Difficulty integrating other systems....

Vorteile

It was extremely easy to install, even though I wanted to clarify some features and it was impossible.

Nachteile

I registered, I used it for a while for CRM purposes and then I wanted to close my account.

IMPOSSIBLE!

Insightly is spamming every day and there’s no way to go out of this day & nightmare

Vorteile

Its intuitive user interface, making it easy for teams to adopt and use efficiently. The customizability of pipelines, dashboards, and reports enable users to tailor the system to their specific needs.

Nachteile

The reporting and analytics tools to be less advanced compared to other CRM platforms, making it challenging to create highly customized or in-depth reports.

Vorteile

Fairly easy to setup. The adoption rate is slow because a lot of apps are not available for it especially in an industry that is newer.

Nachteile

Objects do not talk to eachother making reporting extremely difficult

In Betracht gezogene Alternativen

Warum Insightly gewählt wurde

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Vorteile

Insightly offers many products and features to be a one-stop-shop in the administrative world. It allows a company to keep all of their client information in one location and access quickly and easily. It allows emailing clients directly in the software as well as filing previously sent emails to a client.

Nachteile

The way that some of the fields are set up, they are not made for quick editing, copying, etc. The phone number fields do not have an automated template, the number can be input anyway. The address fields, specifically state, do not have preset options and either can be an abbreviation or spelled out. It would be nice if these were preset so that it is uniform when printing reports, etc. Lastly, once you create a lead, even after converting to a contact, the lead still shows up when that specific client is searched for. It can be confusing when you need to click quickly.

Vorteile

The product is extremely easy to use and customize. The system is very smart and has many modern capabilities such as recognizing when there is an existing contact which in turn saves time and redundancies. Everything is very well connected together and the system makes links that show intel to grow off of.

Nachteile

There are some minor glitches that can be fixed by refreshing the page but it does disrupt the flow. Pulling a report that connects multiple objects is also very tricky and sometimes impossible which then calls for a lot of manual work outside of the CRM that can be timely.

In Betracht gezogene Alternativen

Gründe für den Wechsel zu Insightly

Vorteile

Insightly does a pretty reasonable job as a CRM. It's quite easy to use and pretty. It has some integrations out of the box and is easy to customize.

Nachteile

No significant draw backs to it. I would say it's a middle of the road CRM system that is neither great nor terrible.

Vorteile

Essential front-end and easy customization of fields and pipelines.

Nachteile

Lack of pre-built connectors for the integration with enterprise platforms and portals.

In Betracht gezogene Alternativen

Gründe für den Wechsel zu Insightly

Vorteile

We can build functionalities that suites us without spending thousands of dollars with developers,Data can also be connected within Insightly,such as connecting contacts and organizations to request and project records.Additionally I like the Kanban view for tracking projects and the ability to pull reports and filter projects.

Nachteile

Wish we could customize more fields in Kanban view and assign colours for categorization.

Vorteile

I liked how easier I could manage contacts and tag them for a variety of purposes. This was my main reason to use the software.

Nachteile

As a solopreneur, I did not like that a lot of the features available didn't seem designed for me and I felt like I was paying for features I did not need.

Vorteile

high-performance, easy-to-use software with very simple features

Nachteile

I find no disadvantages for the moment good for competing

Vorteile

It was one of my first contacts with CRM many years ago, I was delighted to be able to control all contacts centrally.

Nachteile

To be honest, I stopped using it because I found it quite complex to use, in fact it was my first contact many years ago, who knows, maybe I'll try again now that I'm more advanced in CRM.

Vorteile

It is easy to navigate. Easy to manage my task!

Nachteile

Sometimes it logs me out, out of nowhere

Vorteile

I like the ability to customize the platform as the user and being able to get excellent customer support from the Insightly team.

Nachteile

There are limitations of features based on what product you are using and the cost jumps between products can be up to double the cost.

Vorteile

I appreciate how Insightly easily allows us to organize large amounts of data, create clearly-readable reports, and allow each department to clearly see the progress of each individual project — synthesizing our results to maximize effectiveness.

Nachteile

My only main issue with Insightly is the occasional lag that crops up from time to time. When updating a contact or re-organizing a report with additional contacts, it sometimes takes a while for the results to appear. Additionally, sometimes I'm randomly logged out, which momentarily breaks my focus.

Vorteile

Insightly CRM is perfect for managing client interactions and streamlining our corporate processes. Integrating apps is very easy. I have connected multiple apps, such as QuickBooks Online, Google Drive, Twilio, Slack, and many more.

Nachteile

A bit expensive, but the features and support are awesome.

In Betracht gezogene Alternativen

Vorteile

It’s very user friendly and very easy to edit any details also we can track and follow up with the help of the notification feature

Nachteile

At the time of updating any sales information it generates the same information twice

Vorteile

The amount of information you are able to store

Nachteile

You don't have the option at the top of the screen to move pages. This needs to be at the top and bottom. When you go in and make a change and save it will take you to the beginning of the list and not keep you where you were on the list.

Vorteile

This software has all of the basic tools our business needed to begin using a CRM system. We were looking for a system to get us off the ground with coordinating our team's sales efforts, and Insightly has been very helpful.

Nachteile

There are some features that I would like to be included in the basic subscription fee that are only available if you add and pay for additional services, i.e. Insightly Marketing.

Vorteile

I like the ease of entering customer information/details such as contact info and type of customer.

Nachteile

The tasks, leads, sales pipeline seems cumbersome. Which it would be easier to follow and streamline.

Vorteile

Tracking past activities and sales opportunities.

Nachteile

Not being able to track phone call activity.

Vorteile

Its easy to use for such a complex system

Nachteile

You have to download reports from a link sent in an email, would be better if the report was simply attached

Vorteile

The ease of use and how quickly I was able to get the hang of it. It offers everything I used Salesforce for in the past.

Nachteile

More features to prevent duplicates getting entered into the CRM would be helpful.

Vorteile

It has task management but not the most intuitive

Nachteile

Not user friendly, takes a long time to do simple things

Vorteile

Insightly's design is intuitive and easy to understand how to set up. I recall starting to use it on the first day, right after an initial walkthrough. We did not hire anyone to assist. Then I evolved the setup as time went by. Opportunities & Projects are key to us and with good naming practices they are easy to refer to as needed in the future after completion: such as "2023..Smith Company-New boiler project". And all parties connected to a Project can be linked so easily. Attach price quotes to it: ours to the client and supplier to us. Automatic tasks when you change from Opportunity to Project can alert others to place orders, put into our financial software, etc...

Nachteile

They like to push their AppConnect but we really don't need that level of complexity AND they have lots of built-in interfaces into other apps like Quickbooks (which is limited but great for small business situations where elegant interfaces are not needed. Also, we tried their Service apps and found them lacking for the kind of Service that my company does: We install boiler systems and provide ongoing services for them--not free or by annual contract. So we needed a way to easily send invoices and collect $ for work done. Insightly seemed to be oriented to Software service contract situations where annual contracts are the norm and all interactions are free and nobody leaves the office. I suppose it is good for that but not so much where you have trucks driving 100 miles to do a repair.

Vorteile

The sales pipeline views were good because you could have lots of different pipeline views with filters and segmentation options applied without having to add them every time. It was easy to see pipeline value, create new fields and to move opps from one stage to another. Equally it was great for setting up automated email follow ups from demos and integrate with lots of other tools.

Nachteile

The lack of user management and access customisation means it is too easy to let poor spiral out of control and ruin your data. Equally the dashboards/Reports section really needs work as it’s unnecessarily difficult to create reports and dashboards for very simple metrics.

Vorteile

We have used Insightly for 8 years now and it has been so user-friendly to build our Program database. From the customizable fields to the reporting features, it does everything we need for it to do. Insightly has helped us to streamline our processes, making our mission easier to manage every day. And the reporting features have allowed us to provide every kind of data to generous supporters who in turn donate to our mission.

Nachteile

To get some of the features we are using today, the cost has increased significantly.

Vorteile

I like the collaboration capabilities with API via Appconnect, AutoCAD, BricsCAD, Loveland Innovations IMGING, etc

Nachteile

The cap of fields in a custom object, the automations not triggering correctly -> you have to delay triggers so that automations do not overlap and contradict each other. Sometimes automations to not trigger at all. There are a lot of holes and catch reports that need to be created.

Vorteile

Insighty is super easy to use. Being able to set tasks to know who you are chasing/following up means that it's all in one place and you do not have to depend on your outlook calender.

Nachteile

Reports are good but can be a bit difficult to set up.

Vorteile

App Connect is amazing. It really does help with efficiencies and workflow. It does so much more than we initially thought! We especially love how it automatically calculates our numbers.

Nachteile

It is not as user friendly as it is made out to seem. We really do need the App Connect specialist's support. App Connect is very expensive. We are going through our 10 free hours quickly and we have a lot more project we need help with.

Vorteile

I like the project management, pipelines, and the ability and ease of adding tasks and comments to various objects.

Nachteile

There are so many objects and fields, it takes new users a while to get accustomed to the interface. It also does not have intuitive searching and looks for verbatim entries

Vorteile

I like the scalability of this CRM solution.
Insightly is easy to use and simple to set up.

Nachteile

I have zero dislikes concerning Insightly.
Insightly is amazing.

Vorteile

This customer relationship management software has been functioning brilliantly.
I like how Insightly has been reliable and easy to implement.

Nachteile

Insightly has been sensational.
I do not dislike Insightly at all.

Vorteile

This CRM solution has been easy to use and dependable.
I like the efficiency of the features of Insightly.

Nachteile

I do not dislike Insightly at all.
Insightly has been so efficient to use.

Vorteile

Very user friendly, custom views for all users is great, reporting is excellent. Custom modules have their limitations but have worked very well for our business so far.

Nachteile

There needs to be a better way to link related requests to opportunities.

Vorteile

It covers all the bases- customisation, data import and export and all the basic features you would expect and I found it intuitive to use

Nachteile

It is lacking in some areas- automation workflows for marketing campaigns, and lead scporing on the entry level offer

Vorteile

Ease of use. Easy CRM tool. We are happy with the services and options.

Nachteile

We haven't found a con as of yet! We are happy.

Vorteile

I really like how easy Insightly is to use. It is pretty streamlined.

Nachteile

Since Insightly is so streamlined, it is hard to make in-depth automations, especially when it comes to actions between different objects

Vorteile

the ease of use and wide range of plugins

Nachteile

the restrictions on the marketing journeys

Vorteile

1. Good UI
2. Works in less bandwidth
3. Easy to operate
4. Flexible product team

Nachteile

1. Relatively expensive
2. App is not optimised
3. Should work according to clients’ workspace/ availability
4. Should have AI integration

Vorteile

The visual simplicity and the ease of use for end users

Nachteile

Ramp time to understand how to best use it to get what I want done.

Vorteile

They offer sufficient customer support for setup and management

Nachteile

The entire interface and user experience is very poor. Cost is very high for a low quality product that looks 10-15 years old!

Vorteile

Insightly is an exceptional CRM platform that allows sales, customer success teams to be efficient and collaborative. Reports and insights are easy to generate. It is perfect for small businesses

Nachteile

Some features and functionalities with customizable fields are limited when compared to other CRMs

Vorteile

Once the system is customized for you, it is really easy to use.

Nachteile

The time it takes to customize it for me.

Vorteile

Helps keep track of tasks and contacts very well

Nachteile

Wish there was a way to group tasks by a certain type of task

Vorteile

One of the things I liked most about Insightly was its comprehensive CRM functionality. The platform provided a user-friendly interface that made it easy to manage and track customer relationships. The contact management features allowed me to store and organize all relevant customer information in one place. I also appreciated the seamless integration with email, allowing me to track and log communications with clients. The task and project management capabilities were robust, helping me stay organized and collaborate effectively with my team. Additionally, the reporting and analytics tools provided valuable insights into my sales pipeline and overall business performance.

Nachteile

While Insightly had many positive aspects, one thing I liked least was the limited customization options. I found that certain aspects of the platform, such as the dashboard and report customization, were somewhat restricted. It would have been beneficial to have more flexibility in tailoring the system to fit specific business needs. Additionally, the customer support could be improved. There were instances where I encountered technical issues or had questions, and the response time and resolution process could have been more efficient.

Vorteile

As the title suggests, we've been using Insightly for a bit and we picked it because it was one of the few CRM systems that actually has different versions based on the type of organization/business that is using it. That makes the task management function perfect for us.

Nachteile

It's a great bargain for us for a full system, but we're really only using it for task management at this point. We've not expanded our use of it much because much of the functionality seems counterintuitive. We need to explore and we're a growing company and we don't have much exploration time!

Vorteile

The task and project management works well (even though it could be improved upon).

Nachteile

As a dedicated CRM system I feel it’s not the softwares strongest element. There is definitely better out there but as a joint package it makes up for its flaws.

Vorteile

What I like the most is its ease of use and its ability to adapt to my ever-changing business needs. With this platform, I can organize and manage all my contacts, leads, and tasks in one place efficiently. I also love its ability to integrate with other tools like email and marketing automation, saving me time and increasing my productivity.

Nachteile

Although overall I am very satisfied, there is one small thing that I would like to mention as a negative. I have sometimes experienced slow load times when working with large volumes of data or using more complex CRM features. Although this doesn't happen often, it can be a bit frustrating when I need to quickly access some information or complete an urgent task.