Über Insightly

Insightly ist eine SaaS-basierte CRM-Lösung für wachsende mittelständische Unternehmen. Mehr als 1,5 Millionen Nutzer weltweit nutzen Insightly, um alle ihre Kundendaten an einem Ort sicher zu verwalten, Kundenbeziehungen aufzubauen, ihren Umsatz zu beschleunigen und Projekte stets pünktlich zu liefern. Insightly bietet Gmail- und Outlook-Plug-ins und Tools, um die Integration in jedes andere System zu erleichtern. Unternehmen nutzen Insightly insbesondere für Beziehungsaufbau, Kontaktverwaltung, E-Mail-Verfolgung, Lead-, Chancen- und Projektmanagement, Angebotserstellung, Workflow-Automatisierung, erweiterte Berichterstattung, Anrufverwaltung sowie Vertriebs- und Marketingausrichtung. Außerdem ist eine mobile CRM-App mit Visitenkartenscanner und Audionotizen verfügbar, die schnelle und einfache Aktualisierungen ermöglicht, während Vertriebsteams im Außendienst sind.
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Insightly Video
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Insightly Preis

Insightly bietet eine Gratisversion und eine kostenlose Testversion. Die kostenpflichtige Version von Insightly ist ab 29,00 $/Monat verfügbar.

Startpreis:
29,00 $/Monat
Kostenlose Version:
Ja
Kostenlose Testversion:
Ja

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Insightly Erfahrungen

Funktionsbewertung

Preis-Leistungs-Verhältnis
4,0
Funktionalität
3,9
Bedienkomfort
4,0
Kundenbetreuung
3,8
5 von 625 Bewertungen Alle Bewertungen anzeigen
Mathew
  • Branche: Transport/Güterfrachtverkehr/Schienenverkehr
  • Unternehmensgröße: 11–50 Mitarbeiter
  • Täglich für Mehr als 1 Jahr genutzt
  • Quelle der Bewertung
Preis-Leistungs-Verhältnis
5
Funktionen
5
Bedienkomfort
5
Kundenbetreuung
5

5
Bewertet am 30.7.2019

Highly customizable and advanced CRM tool with easy to navigate features.

Insightly , no doubt have been a great addition to our tools for perfect customer relation management. We can track customers, mails and leads and project at an in-expensive subscription providing us with great and handy features.

Vorteile

Insightly CRM has the most intimidating interface with easy to understand and quite productive features. It is a perfect tool for the customer relation for mid-size and small organizations. We can easily customize the tool in order to get it properly synchronized with our working and requirements.

Nachteile

From the initial look, it is not very much professional but rather seems to be a visually appealing tool. The integration with the other tool is also not so easy and reliable and affects the overall performance. The project collaboration tools also gives me a tough time so there needs to be some improvements required.

Antwort von Insightly

Thanks so much for your kind note, Mathew. At Insightly we work hard to make sure our customers have a great experience with our platform and are able to build lasting relationships with their own customers. Your feedback means a world to us and inspires us to keep up the good work. Cheers, the Insightly team.

I'm more than happy to help review your integration concern. Integrations shouldn't slow the system down.

Beantwortet am 9.8.2019
Denise
  • Branche: Marketing & Werbung
  • Unternehmensgröße: 201–500 Mitarbeiter
  • Wöchentlich für Mehr als 2 Jahre genutzt
  • Quelle der Bewertung
Preis-Leistungs-Verhältnis
5
Funktionen
5
Bedienkomfort
5
Kundenbetreuung
5

4
Bewertet am 6.9.2022

Insightly developed to enhance our feeds

In my experience using Insightly, I haven't run into any serious issues. We used to utilize a strange CRM that was built out of sheets and required us to constantly switch between windows. Using Insightly, we can have all of our data in one place, neatly organized in custom fields. In my opinion, the project page may benefit from more fields in which to provide pertinent data.

Vorteile

Insightly is how I keep track of all the initiatives we have in the works right now. The management of our company's 5,000+ open positions is a major challenge. Insightly makes it easy for us to keep track of all the moving parts, which would otherwise be difficult to do in a secure manner given the project's multi-stage nature.

Nachteile

In most cases, the newly opened Org or Project tab doesn't take up more than half of my screen following a search. I can't figure out how to make the page larger. For some reason, the columns on the Relate and Activity tabs don't remember my saved column width. Every time I use it, I have to resize it.

Jason
  • Branche: Paket- & Frachtlieferung
  • Unternehmensgröße: 51–200 Mitarbeiter
  • Täglich für 6-12 Monate genutzt
  • Quelle der Bewertung
Preis-Leistungs-Verhältnis
5
Funktionen
5
Bedienkomfort
5
Kundenbetreuung
5

5
Bewertet am 13.3.2023

Best CRM

Vorteile

Very customizable and able to tailor the platform to fit the needs of sales. Straightforward pipelines. Lead/contact management is crucial to our business, and this platform helps store them in one spot which can easily be looked up. Email leads/contacts straight from the platform with pre-written messages.

Nachteile

The email notification about tasks being updated or changed could be cleaned up. 3 seperate emails for someone updating a task, the pipeline moving to a different stage, and a new task for me. Would like this to be more simplified, especially if someone uploads a file into my opportunities - too many email notifications to sort through.

Matthew
  • Branche: Unternehmensberatung
  • Unternehmensgröße: 11–50 Mitarbeiter
  • Täglich für Mehr als 2 Jahre genutzt
  • Quelle der Bewertung
Preis-Leistungs-Verhältnis
0
Funktionen
2
Bedienkomfort
2
Kundenbetreuung
0

3
Bewertet am 12.10.2022

Insightly highs and lows

Vorteile

It is relatively intuitive easy to customise, easy to align to specific business needs.

Nachteile

Effective linkage of the databases that sit behind the product. If i log an activity for a against a contact that is part of an organisation, that activity will not be visible under the organisation. This is a big miss. There needs to be total linkage between all databases that sit within the system. There should be a hierarchy from Organisation to Contact to Project to Opportunity etc etc. This causes significant issues when trying to track client experience.

Reporting
No reports are drillable - they are simply static reports limiting their use. I constantly find myself needing to export a report to Excel so I can build a pivot table to effectively use it.

User interface
The user interface is very old fashioned and clunky. This is not just a statement about look and feel. When i create a report i get a list of objects with certain data that changes on a regular basis. So I need to select the item from within the report and change the value. But I cant do this quickly from within the report. I need to click on the item which then loads a separate page for the record. Then I need to click into that record which show all of the fields for the entire record. Then I need to click on the field in question, change it and then save it. I then need to close that page down and go back to the report page and refresh the page before this change is visible. This is a terrible UI and UX for a modern product today that is now significantly behind the the currently expected standard.

Rosalina
  • Branche: Versicherung
  • Unternehmensgröße: 2–10 Mitarbeiter
  • Täglich für Mehr als 1 Jahr genutzt
  • Quelle der Bewertung
Preis-Leistungs-Verhältnis
4
Funktionen
4
Bedienkomfort
4
Kundenbetreuung
4

5
Bewertet am 2.3.2023

Insightly Review: A Comprehensive CRM Solution for Your Business.

Generally, Insightly is a very much respected CRM programming that can be an important resource for organizations hoping to really deal with their associations with clients more. While there are a few possible disadvantages, for example, restricted revealing capacities and the expense of the product, numerous clients track down that Insightly's scope of elements, customization choices, and convenience make it a significant expansion to their tool compartment. Assuming that you are searching for a CRM programming that can assist you with smoothing out your business connections, Insightly is certainly worth considering.

Vorteile

Simple to utilize: Insightly has an instinctive point of interaction and is not difficult to learn and utilize, in any event, for colleagues with almost no involvement in CRM programming.Hearty highlights: Insightly offers a scope of elements that empower organizations to deal with their associations with clients, including contact the board, project the executives, and deals mechanization.Customization choices: Insightly offers a serious level of customization, permitting organizations to fit the product to meet their particular requirements.Mix: Insightly incorporates with an extensive variety of other business devices, including email, showcasing computerization, and venture the board programming.

Nachteile

Restricted detailing capacities: While Insightly gives some fundamental announcing and examination highlights, it may not be pretty much as vigorous as some other CRM programming choices.Cost: Insightly can be costly, especially for organizations that require progressed includes or have bigger groups.Expectation to learn and adapt: Similarly as with any CRM programming, there might be an expectation to learn and adapt for colleagues who are curious about the product or CRM best practices.Client care: A few clients generally disapprove of client care, especially around reaction times and the nature of help gave.

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