Über Insightly
Insightly Preis
Insightly bietet eine Gratisversion und eine kostenlose Testversion. Die kostenpflichtige Version von Insightly ist ab 29,00 $/Monat verfügbar.
Alternativen für Insightly
Insightly Erfahrungen
Funktionsbewertung
- Branche: Informationstechnologie & -dienste
- Unternehmensgröße: 10.000+ Mitarbeiter
- Täglich für Mehr als 1 Jahr genutzt
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Quelle der Bewertung
A reliable and completely user-friendly tool with immense productivity.
Insightly CRM offers a wide range of services for our business to improve our customer services and have provided us with benefits to enhance our marketplace. It has allowed us to successfully engage our working relationships with the clients in a more reliable way. I have also been performing project management tasks with this tool.
Vorteile
Insightly CRM is itself a very reliable tool which allows the user to gain the most of the advantage with its easy to use features and efficient tools. We can also easily integrate it with other tools to improve the overall productivity. It's super responsive when dealing with the customers. We can easily maintain our sales cycles and ongoing customer service to provide extra care for the clients. The user-interface is also quite easy and manageable than other such tools.
Nachteile
Chrome extensions are bit of a clunky addition which further complicated the working procedure so mostly avoid it. The other tools integration is right on point but the social media integration misses few of the parts and continues to be a wastage of time for us. In the end, it proves to be much effected on our overall work and improves the efficiency of our work routine.
Antwort von Insightly
Hi Susan,
Thank you for the feedback. The Chrome Extension you're talking about is actually sunset. Try the new Add-On. :)
- Branche: Versorgungsunternehmen
- Unternehmensgröße: 2-10 Mitarbeiter
- Täglich für Kostenlose Testversion genutzt
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Quelle der Bewertung
Brings all record-keeping together
We have only been using Insightly for a couple of weeks, but overall I've liked it a lot. Prior to using Insightly, we were manually note-taking in Word documents for each client. Each time that a lead was converted, we then had to go and update everything. Now that we are able to integrate all of our notes, contacts, emails, etc. into one system, the workload has drastically lightened.
Vorteile
The thing that I like most about Insightly is that it allows me to document everything from start to finish with each customer. For example, if I send an email to a lead/customer, all I have to do is add that as an attachment in Insightly and I can go back at any time and see anything that was linked with that particular person. This helps track progress when passing off to other team members, too. In a sense, Insightly brings all of the "record-keeping" together and puts in one simple platform.
Nachteile
The project management function is pretty basic. Unlike a couple other CRM software that I've tested, Insightly does not offer many of the graphical views that the others do. Being someone who has an easier time seeing data in the visual realm, this was a feature that I wished Insightly would add.
In Betracht gezogene Alternativen
Salesforce Sales CloudGründe für den Wechsel zu Insightly
Salesforce was not transparent in their pricing. Also, my colleague told me that she heard Salesforce is difficult to set up.Antwort von Insightly
Hi Joshua! Thanks so much for your kind words. We work hard to make Insightly a preferred CRM for businesses like yours, and are thrilled you're making the most out of our platform. Thank you for being our valued customer. We look forward to helping you and your team reach new heights!
- Branche: Marketing & Werbung
- Unternehmensgröße: 201-500 Mitarbeiter
- Wöchentlich für Mehr als 2 Jahre genutzt
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Quelle der Bewertung
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.
- Branche: Computer-Software
- Unternehmensgröße: 11-50 Mitarbeiter
- Täglich für 6-12 Monate genutzt
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Quelle der Bewertung
A fairly reasonable CRM for a small business
It's a fairly easy to use platform for a company who doesn't need the complexity, cost and extraneous functionality of something like Salesforce. However for some of the tasks we need it for, there are often gaps in the UI and areas where the documentation is severely lacking. The support team are slow and very unhelpful, often trying to push professional services rather than resolving issues.
Vorteile
It's pretty easy to use for the most part so less technically able staff can use it with relatively few issues.
Nachteile
The documentation is quite lacking and mostly quite outdated. Their support is extremely poor and is often used as leverage to sell professional services.
Antwort von Insightly
Hello Andrew,
Thanks for taking the time to review Insightly. While I'm glad you've had some success leveraging the CRM due to the price point and simplicity, I'm sorry to hear about your challenges with support and documentation. If you're willing, I'd love to gather more information about your specific case and see if there's anything we can do to help.
- Branche: Bau
- Unternehmensgröße: 51-200 Mitarbeiter
- Wöchentlich für Mehr als 2 Jahre genutzt
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Quelle der Bewertung
Scalable CRM platform for businesses of all sizes
Insightly has been a beneficial addition to our sales and marketing efforts allowing us to easily store our contacts, leads, and projects in one platform.
Vorteile
I really like how Insightly can be customized and scaled to fit the needs of the business. We are a mid size company and other CRMs were too robust and complicated. Insightly is just right.
Nachteile
I think it is kind of expensive per user. I would like to see a lower monthly cost per user.
