Insightly Erfahrungen

Insightly
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660 Bewertungen

- Branche: Gastgewerbe
- Unternehmensgröße: 2–10 Mitarbeiter
- Täglich für 1-5 Monate genutzt
-
Quelle der Bewertung
Gesamtbewertung
- Bedienkomfort
- Weiterempfehlungsquote 9.0 /10
Avis insightly
Bewertet am 11.10.2023
I like this software because of its performance and ease of use accompanied by very simple...
I like this software because of its performance and ease of use accompanied by very simple functionality and I don't blame it for anything at the moment which is rare
Vorteile
high-performance, easy-to-use software with very simple features
Nachteile
I find no disadvantages for the moment good for competing
- Branche: Non-Profit-Organisation Management
- Unternehmensgröße: 11–50 Mitarbeiter
- Täglich für Mehr als 1 Jahr genutzt
-
Quelle der Bewertung
Gesamtbewertung
- Preis-Leistungs-Verhältnis
- Bedienkomfort
- Kundenbetreuung
- Weiterempfehlungsquote 9.0 /10
App Connect
Bewertet am 5.6.2024
Overall we are very pleased with Insightly and App Connect
Overall we are very pleased with Insightly and App Connect
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.
- Branche: Automotive
- Unternehmensgröße: 2–10 Mitarbeiter
- Täglich für Mehr als 1 Jahr genutzt
-
Quelle der Bewertung
Gesamtbewertung
- Preis-Leistungs-Verhältnis
- Bedienkomfort
- Kundenbetreuung
- Weiterempfehlungsquote 7.0 /10
Useful & inexpensive CRM system for growing businesses
Bewertet am 3.3.2023
Overall is has been satisfactory although, some details that need improvement can turn things into...
Overall is has been satisfactory although, some details that need improvement can turn things into a much better experience.
Vorteile
It is easy to use and easy to navigate.It does not take much time to get used to all features and to understand how the features work.The best part of Insightly, is the customer support is very responsive and always follows up on requests.They also helped us all the way to achieve our goals as a company.
Nachteile
Some parts of the software need more work and also new features like Service has too many glitches and some functions do not work properly even though have been revised and "fixed" many times.I wish it was more seamless to work with.
Warum Insightly gewählt wurde
The main reason was the other product was more expensive and we also wanted to expand and connect all of our platforms in one place.Zuvor genutzte Software
Zendesk SuiteGründe für den Wechsel zu Insightly
Insightly offered a less expensive package overall and they offered a more personalized customization to our business. One of the big factors apart from the price was the initial presentations of the Insightly products were very professional and helpful.- Branche: Konsumgüter
- Unternehmensgröße: 1.001–5.000 Mitarbeiter
- Täglich für Mehr als 1 Jahr genutzt
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Quelle der Bewertung
Gesamtbewertung
- Preis-Leistungs-Verhältnis
- Bedienkomfort
- Kundenbetreuung
- Weiterempfehlungsquote 10.0 /10
Insightly Has Been a Scalable CRM Tool
Bewertet am 29.4.2024
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.
- Branche: Tiefbau
- Unternehmensgröße: 11–50 Mitarbeiter
- Täglich für Mehr als 1 Jahr genutzt
-
Quelle der Bewertung
Gesamtbewertung
- Preis-Leistungs-Verhältnis
- Bedienkomfort
- Kundenbetreuung
- Weiterempfehlungsquote 5.0 /10
Good for a small company
Bewertet am 30.5.2024
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
- Branche: Maschinerie
- Unternehmensgröße: 1.001–5.000 Mitarbeiter
- Täglich für Mehr als 1 Jahr genutzt
-
Quelle der Bewertung
Gesamtbewertung
- Preis-Leistungs-Verhältnis
- Bedienkomfort
- Kundenbetreuung
- Weiterempfehlungsquote 10.0 /10
Insightly Has Been a Powerful CRM Solution
Bewertet am 29.4.2024
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.
- Branche: Marketing & Werbung
- Unternehmensgröße: 1.001–5.000 Mitarbeiter
- Täglich für Mehr als 1 Jahr genutzt
-
Quelle der Bewertung
Gesamtbewertung
- Preis-Leistungs-Verhältnis
- Bedienkomfort
- Kundenbetreuung
- Weiterempfehlungsquote 10.0 /10
Insightly's Features are Incredible, Making It a Top Solution
Bewertet am 30.4.2024
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.
- Branche: Essen & Trinken
- Unternehmensgröße: 11–50 Mitarbeiter
- Täglich für Mehr als 2 Jahre genutzt
-
Quelle der Bewertung
Gesamtbewertung
- Preis-Leistungs-Verhältnis
- Bedienkomfort
- Kundenbetreuung
- Weiterempfehlungsquote 7.0 /10
Solid & Easy to Use CRM
Bewertet am 11.6.2024
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.
- Branche: Non-Profit-Organisation Management
- Unternehmensgröße: 2–10 Mitarbeiter
- Täglich für Mehr als 2 Jahre genutzt
-
Quelle der Bewertung
Gesamtbewertung
- Preis-Leistungs-Verhältnis
- Bedienkomfort
- Kundenbetreuung
- Weiterempfehlungsquote 10.0 /10
We love Insightly
Bewertet am 11.4.2024
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.
- Branche: Informationstechnologie & -dienste
- Unternehmensgröße: 2–10 Mitarbeiter
- Täglich für Mehr als 2 Jahre genutzt
-
Quelle der Bewertung
Gesamtbewertung
- Preis-Leistungs-Verhältnis
- Bedienkomfort
- Kundenbetreuung
- Weiterempfehlungsquote 7.0 /10
Insightly feedback
Bewertet am 19.4.2024
an extremely useful product and runs a core part of our business
an extremely useful product and runs a core part of our business
Vorteile
the ease of use and wide range of plugins
Nachteile
the restrictions on the marketing journeys
- Branche: Unternehmensberatung
- Unternehmensgröße: 11–50 Mitarbeiter
- Täglich für Mehr als 1 Jahr genutzt
-
Quelle der Bewertung
Gesamtbewertung
- Preis-Leistungs-Verhältnis
- Bedienkomfort
- Kundenbetreuung
- Weiterempfehlungsquote 9.0 /10
Insightly is Great!
Bewertet am 11.4.2024
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.
- Branche: Finanzdienstleistungen
- Unternehmensgröße: 2–10 Mitarbeiter
- Wöchentlich für Kostenlose Testversion genutzt
-
Quelle der Bewertung
Gesamtbewertung
- Preis-Leistungs-Verhältnis
- Bedienkomfort
- Kundenbetreuung
- Weiterempfehlungsquote 9.0 /10
Insightly Review
Bewertet am 23.5.2023
Overall, my experience with Insightly was positive. The platform provided a robust CRM solution...
Overall, my experience with Insightly was positive. The platform provided a robust CRM solution that helped me streamline my customer relationship management processes. The user-friendly interface and comprehensive features allowed me to effectively manage contacts, track communication, and collaborate with my team. The reporting and analytics capabilities provided valuable insights into my business performance. Although there were limitations in customization options and room for improvement in customer support, my overall experience with Insightly was satisfactory. It contributed to improving my efficiency in managing customer relationships and driving business growth.
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.

- Branche: Telekommunikation
- Unternehmensgröße: 10.000+ Mitarbeiter
- Täglich für 6-12 Monate genutzt
-
Quelle der Bewertung
Gesamtbewertung
- Preis-Leistungs-Verhältnis
- Bedienkomfort
- Kundenbetreuung
- Weiterempfehlungsquote 10.0 /10
Insightly, makes me happy!
Bewertet am 21.6.2023
Vorteile
It is easy to navigate. Easy to manage my task!
Nachteile
Sometimes it logs me out, out of nowhere
- Branche: Verbraucherdienste
- Unternehmensgröße: Selbstständig
- Täglich für 6-12 Monate genutzt
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Quelle der Bewertung
Gesamtbewertung
- Preis-Leistungs-Verhältnis
- Bedienkomfort
- Weiterempfehlungsquote 6.0 /10
Decent CRM with great features
Bewertet am 26.7.2023
I needed to have contacts online so that it would be possible from anywhere in the world to access,...
I needed to have contacts online so that it would be possible from anywhere in the world to access, add notes and send notifications.
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.
- Branche: Bau
- Unternehmensgröße: 51–200 Mitarbeiter
- Täglich für Mehr als 2 Jahre genutzt
-
Quelle der Bewertung
Gesamtbewertung
- Preis-Leistungs-Verhältnis
- Bedienkomfort
- Kundenbetreuung
- Weiterempfehlungsquote 10.0 /10
Great CRM! Keep track of your contacts, leads, opportunities, and sold projects!
Bewertet am 8.3.2023
I use to be our lead intake manager and now I work in sales. I think that my overall experience...
I use to be our lead intake manager and now I work in sales. I think that my overall experience with Insightly is great! A little hard to set it up but once you have everything in line it works just as it should!
Vorteile
All in one data base for all information regarding clients, sales, operations, marketing, etc.
Nachteile
It's a little bland and it's semi difficult to set up to work well for you. Once you've got everything dialed in though it works like a charm!
- Branche: Versorgungsunternehmen
- Unternehmensgröße: 51–200 Mitarbeiter
- Täglich für Mehr als 2 Jahre genutzt
-
Quelle der Bewertung
Gesamtbewertung
- Preis-Leistungs-Verhältnis
- Bedienkomfort
- Kundenbetreuung
- Weiterempfehlungsquote 10.0 /10
Insightly>Not just a CRM Tool but a Partnership
Bewertet am 3.3.2023
The Insightly team are some of my favorite people. They are always willing to help and assist with...
The Insightly team are some of my favorite people. They are always willing to help and assist with the company objectives we are working on. In my opinion, customer service and support are key in any partnership and Insightly makes us feel valued and like we are partners. My experience with the tool and Insightly is absolutely a positive one!
Vorteile
First, the simplicity of Insightly has been key in internal adoption of the tool for the company. Insightly is my go to tool for keeping my day planned with tasks. Secondly, the customization Insightly allows with the custom objects has really allowed a level of visibility within the company that we simply did not have prior to partnering with them. This tool is quickly becoming a key focus for the organization as it allows for the operational team to automate key operational processes which in turn increases quality, decreases risk, and decreases labor costs.
Nachteile
Expanding the automated workflow options would be of great value to organizations. Additionally, the limitation on page layout rules can be challenging. Making this unlimited would be a preference for the organization.
- Branche: Pharmazeutika
- Unternehmensgröße: 51–200 Mitarbeiter
- Täglich für Mehr als 1 Jahr genutzt
-
Quelle der Bewertung
Gesamtbewertung
- Preis-Leistungs-Verhältnis
- Bedienkomfort
- Kundenbetreuung
- Weiterempfehlungsquote 2.0 /10
Insightly review
Bewertet am 26.2.2023
Overall experience is not good as compared to Netsuite by Oracle or Salesforce.
Overall experience is not good as compared to Netsuite by Oracle or Salesforce.
Vorteile
The software looks good, and easy to use.
Nachteile
The software stuck a lot when multiple users use at same time.Software stuck when we edit 2 things fastly and jumping to another option.When we upload leads most of the time leads upload twice which makes duplicate leads.There is no option of task reminder.There is no option of timing when the notes added at that particular date.
Zuvor genutzte Software
NetSuite- Branche: Telekommunikation
- Unternehmensgröße: 51–200 Mitarbeiter
- Täglich für 6-12 Monate genutzt
-
Quelle der Bewertung
Gesamtbewertung
- Preis-Leistungs-Verhältnis
- Bedienkomfort
- Kundenbetreuung
- Weiterempfehlungsquote 10.0 /10
Great job
Bewertet am 5.3.2023
The overall experience is amazing as it is very users friendly and easy to handle
The overall experience is amazing as it is very users friendly and easy to handle
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
- Branche: Elektrische/elektronische Fertigung
- Unternehmensgröße: 501–1.000 Mitarbeiter
- Täglich für Mehr als 1 Jahr genutzt
-
Quelle der Bewertung
Gesamtbewertung
- Preis-Leistungs-Verhältnis
- Bedienkomfort
- Weiterempfehlungsquote 10.0 /10
Customization and Flexibility
Bewertet am 23.3.2023
Vorteile
Streamlining communication: Insightly helps to keep all customer interactions, emails, and calls in one central location, which allows for better communication between team members and customers.
Nachteile
complex analytics, or multi-channel messaging options may need to look beyond Insightly's capabilities.
- Branche: Tiefbau
- Unternehmensgröße: 501–1.000 Mitarbeiter
- Täglich für 6-12 Monate genutzt
-
Quelle der Bewertung
Gesamtbewertung
- Preis-Leistungs-Verhältnis
- Bedienkomfort
- Kundenbetreuung
- Weiterempfehlungsquote 10.0 /10
Autocad Review
Bewertet am 4.3.2023
I'm very satisfied on using the software. I'll definitely recommend this to other company.
I'm very satisfied on using the software. I'll definitely recommend this to other company.
Vorteile
It's very accessible and easy to use. No need to do so much things just to use the software. And I couldn't imagine that we can make our jobs easier by using this software. I am very much grateful.
Nachteile
I know that every software has so much to improve. And I know Insightly has been working so much to improve but one thing of the cons is some of it has delays specially if there's some changes on info.
- Branche: Tierarzt
- Unternehmensgröße: 11–50 Mitarbeiter
- Wöchentlich für Mehr als 2 Jahre genutzt
-
Quelle der Bewertung
Gesamtbewertung
- Preis-Leistungs-Verhältnis
- Bedienkomfort
- Kundenbetreuung
- Weiterempfehlungsquote 0.0 /10
Casual user
Bewertet am 17.3.2023
Feels like very hard work every time you use it.v
Feels like very hard work every time you use it.v
Vorteile
The search function, to a point.I like that we have a CRM system.
Nachteile
It doesn't look good. The work flow is clunky. It's so beige. The graphical elements are uninspiring. It is not intuitive.
- Branche: Essen & Trinken
- Unternehmensgröße: 51–200 Mitarbeiter
- Täglich für 6-12 Monate genutzt
-
Quelle der Bewertung
Gesamtbewertung
- Preis-Leistungs-Verhältnis
- Bedienkomfort
- Kundenbetreuung
- Weiterempfehlungsquote 10.0 /10
Operations Perspective
Bewertet am 7.3.2023
Insightly worked overall for what we needed it to. Our most used were: pulling data, customer...
Insightly worked overall for what we needed it to. Our most used were: pulling data, customer history, automated customer communication, and order management.
Vorteile
As a small company, our operations department used Insightly to manage customer orders. We were all able to go in and view ETAs, ship dates, pricing, and quantities.
Nachteile
When we had new products or pricing, only the admin could revise these tasks.
- Branche: Elektrische/elektronische Fertigung
- Unternehmensgröße: 201–500 Mitarbeiter
- Täglich für 6-12 Monate genutzt
-
Quelle der Bewertung
Gesamtbewertung
- Bedienkomfort
- Weiterempfehlungsquote 9.0 /10
I like Insightly
Bewertet am 15.3.2023
Vorteile
I like the categories, sections, fields details options, user interface overall
Nachteile
Not working keyboard shortcuts really hurt my feelings :D
- Branche: Öl & Energie
- Unternehmensgröße: 201–500 Mitarbeiter
- Täglich für Mehr als 2 Jahre genutzt
-
Quelle der Bewertung
Gesamtbewertung
- Preis-Leistungs-Verhältnis
- Bedienkomfort
- Kundenbetreuung
- Weiterempfehlungsquote 10.0 /10
Insightly Review 3/6/2023
Bewertet am 6.3.2023
good
good
Vorteile
It is user friendly. We depend on this software. All of our data is Insightly. I like that this software connects to our google drive!
Nachteile
Sometimes it breaks down when there is too much data in it
- Branche: Öl & Energie
- Unternehmensgröße: 501–1.000 Mitarbeiter
- Täglich für 1-5 Monate genutzt
-
Quelle der Bewertung
Gesamtbewertung
- Preis-Leistungs-Verhältnis
- Bedienkomfort
- Kundenbetreuung
- Weiterempfehlungsquote 6.0 /10
work in progress
Bewertet am 25.2.2023
ive only used it for about 3 months. ive used 6 or 7 Crms in the past in Solar sales, Automotive...
ive only used it for about 3 months. ive used 6 or 7 Crms in the past in Solar sales, Automotive sale sand Service tech operaations, and i think that insightly is heading in the right direction.
Vorteile
Clean presentation, Good color contrast makes it easy to see and read, and use. Specially if you are working long hours
Nachteile
Sometimes it takes too long to interact with other software. we use twilio for phone system, and somtimes corky. Should have a phone system module with call recording. some of the JOTforms can use some more combo boxes and dropdowns.