Insightly Erfahrungen

Insightly

Das CRM für das, was man am meisten schätzt: Life. Time. Customers.

Gesamtbewertung

4,0 /5
(636)
Preis-Leistungs-Verhältnis
4,0/5
Funktionen
3,9/5
Bedienkomfort
4,0/5
Kundenbetreuung
3,8/5

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636 Bewertungen

Mathew
Gesamtbewertung
  • Branche: Transport/Güterfrachtverkehr/Schienenverkehr
  • Unternehmensgröße: 11–50 Mitarbeiter
  • Täglich für Mehr als 1 Jahr genutzt
  • Quelle der Bewertung

Gesamtbewertung

  • Preis-Leistungs-Verhältnis
  • Bedienkomfort
  • Kundenbetreuung
  • Weiterempfehlungsquote 10.0 /10

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

Bewertet am 30.7.2019

Insightly , no doubt have been a great addition to our tools for perfect customer relation...

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.

Jonathan
Gesamtbewertung
  • 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

8- year customer still finding ways insightly can improve our efficencies

Bewertet am 20.10.2022

Insightly has replaced our Outlook contact lists entirely. It also manages and tracks our teams...

Insightly has replaced our Outlook contact lists entirely. It also manages and tracks our teams progress on projects, events, and programs much better than using spreadsheets or other options we looked at.

Vorteile

CRM and contact management is fantastic. Our entire team has the mobile app and we can update info on the fly and everyone gets it at the same time. We use the Project Management tool daily to track and organize our work in a variety of areas. Pipelines ensure we don't miss any steps in our standardized processes.

Nachteile

The learning curve was steeper than we expected. With customer support's help (which has been very good) we are now in a place where the software is saving us time and continually making our work more efficient.

Gründe für den Wechsel zu Insightly

The seamless integration of the CRM part of the tool with with tracking our work in other areas such as projects, events, programs, workshops, etc.. in the project management part of the tool.
Iain
Gesamtbewertung
  • Branche: Unternehmensberatung
  • Unternehmensgröße: 51–200 Mitarbeiter
  • Täglich für Mehr als 2 Jahre genutzt
  • Quelle der Bewertung

Gesamtbewertung

  • Preis-Leistungs-Verhältnis
  • Bedienkomfort
  • Kundenbetreuung
  • Weiterempfehlungsquote 5.0 /10

Long time user verging toward long-suffering user

Bewertet am 5.10.2016

This is a product I wanted to like so much. We have been using Insightly for many years. We were...

This is a product I wanted to like so much. We have been using Insightly for many years. We were attracted to it because it combined CRM and Project Management. Over the years they have improved the CRM aspect, but have left PM virtually untouched. Their support is haphazard and they often introduce new *features* which cause problems - like the day Google Contact Sync stopped working, or the day Google Contact Sync started duplicating contacts in Google etc. Because we signed up so long ago, we have an excellent pricing model. If we were paying more I would be really dissatisfied.

Oh and they are just appalling at sharing their product roadmap. It's like driving a manual shift car as the mechanic is fitting new gears as you speed up.

Vorteile

Great CRM and Pipeline Management out the box!
Contact Syncing for Google is great - despite minor issues.
Good simple project lists.
Links nicely to Mailchimp and Xero.

Nachteile

Very very poor project management. You will need to use other packages for almost anything. No resource management. No Gantt charts. No visibility.

Email integration is rudimentary. Task integration is non-existent.

No Office 365 contact synchronisation.

Antwort von Insightly

Thanks for the feedback. I'll pass this on to our product team because all feedback helps us improve. With regards to exposing our product road map -- it's common that privately held companies do not make their product road map public. If you have specific questions on features please send an email to laura@insightly.com and we can let you know if they are on the roadmap. Thanks.

Phil
Gesamtbewertung
  • Branche: Anwaltskanzlei
  • Unternehmensgröße: 2–10 Mitarbeiter
  • Täglich für Mehr als 2 Jahre genutzt
  • Quelle der Bewertung

Gesamtbewertung

  • Preis-Leistungs-Verhältnis
  • Bedienkomfort
  • Kundenbetreuung
  • Weiterempfehlungsquote 10.0 /10

Great product with great customer service

Bewertet am 25.8.2023

It has been fantastic. Not one single issue.

It has been fantastic. Not one single issue.

Vorteile

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

Nachteile

The time it takes to customize it for me.

Carolyn
Gesamtbewertung
  • Branche: Fundraising
  • Unternehmensgröße: 2–10 Mitarbeiter
  • Täglich für Mehr als 2 Jahre genutzt
  • Quelle der Bewertung

Gesamtbewertung

  • Bedienkomfort
  • Weiterempfehlungsquote 8.0 /10

intuitive and easy to use

Bewertet am 29.10.2019

Vorteile

easy to customise pipeline, good online information support

Nachteile

unable to customise reports to the extent we need

In Betracht gezogene Alternativen

Trello, Basecamp und Asana

Warum Insightly gewählt wurde

hunting for a product that could automate our reports

Zuvor genutzte Software

Wrike

Gründe für den Wechsel zu Insightly

price was very competitive initially
Verifizierter Rezensent
Gesamtbewertung
  • Branche: Bau
  • Unternehmensgröße: 51–200 Mitarbeiter
  • Wöchentlich für Mehr als 2 Jahre genutzt
  • Quelle der Bewertung

Gesamtbewertung

  • Preis-Leistungs-Verhältnis
  • Bedienkomfort
  • Kundenbetreuung
  • Weiterempfehlungsquote 8.0 /10

Scalable CRM platform for businesses of all sizes

Bewertet am 27.6.2022

Insightly has been a beneficial addition to our sales and marketing efforts allowing us to easily...

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.

In Betracht gezogene Alternativen

Salesforce Sales Cloud

Gründe für den Wechsel zu Insightly

Insightly was the right sized product for us and our needs. Salesforce was too expensive and had to many features we didn't need.
Anupam
Gesamtbewertung
  • 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.

In Betracht gezogene Alternativen

NetSuite und Salesforce Sales Cloud

Zuvor genutzte Software

NetSuite
Kevin
Gesamtbewertung
  • Branche: Essen & Trinken
  • Unternehmensgröße: 2–10 Mitarbeiter
  • Täglich für Kostenlose Testversion genutzt
  • Quelle der Bewertung

Gesamtbewertung

  • Preis-Leistungs-Verhältnis
  • Bedienkomfort
  • Kundenbetreuung
  • Weiterempfehlungsquote 6.0 /10

Frustrating to get started

Bewertet am 6.11.2018

Overall, I don't think Insightly is the right tool for me due to it's complex setup which I think...

Overall, I don't think Insightly is the right tool for me due to it's complex setup which I think can improve if there a bit more videos in their help-section. The walkthrus for basic setup are good, but I'd love to see more videos or improvements in workflow automation. I only trialed the software so I can't speak on it as if I were an expert, but I think Insightly has some benefits but just not the right tool for me.

Vorteile

I was looking for a G-Suite CRM and stumbled upon Insightly. I decided to give it a go and try out the free trial upon reading a few reviews. The main area I was interested in and found to be good was Insightlys e-mail tracking. I sent a test e-mail to both Gmail and Yahoo e-mails and found the tracking to be accurate. I can see how Insightly would be a value add for monitoring sent e-mails, and then creating an automation workflow to auto-add any leads who reply to a pipeline, but I wasn't able to figure out a workflow for it. I do believe it's possible however to not only add to a pipeline but even export the contacts who replied and save to perhaps something like Mailchimp for another customer-journey.

Nachteile

My first thought was that it looked really in terms of the feature set but I was a bit overwhelmed with the setup and it took me about 2 times to connect to GSuite although, it could have been a bug on my end rather than theirs. After connecting my GSuite account, I started to play around right away, setting up the leads section as I plan to use Insightly for Sales Tracking and lead scoring. I found the UX/UI a bit sluggish, and creating pipelines with custom attributes a bit cumbersome. I was hoping for a rich data-enrichment where all Company/People info would be filled out, but that aspect wasn't there.

Rabab
Gesamtbewertung
  • Branche: Finanzdienstleistungen
  • Unternehmensgröße: 2–10 Mitarbeiter
  • Täglich für 6-12 Monate genutzt
  • Quelle der Bewertung

Gesamtbewertung

  • Preis-Leistungs-Verhältnis
  • Bedienkomfort
  • Weiterempfehlungsquote 5.0 /10

Great CRM for a Small Business

Bewertet am 6.1.2022

Insightly made it easy to manage our contacts from within Gmail and sync to other apps. We found it...

Insightly made it easy to manage our contacts from within Gmail and sync to other apps. We found it helped us boost the productivity of our team. However, in the end, it was too simple for our needs.

Vorteile

Insightly is easy to set up and quite intuitive even for new users.

Nachteile

It didn't offer the robust features that other more specialized CRMs offer so as much as we liked it, we had to shift to something with more options. The project management features were also less useful as compared to some of the other options we tried out.

Sujata
Gesamtbewertung
  • Branche: Unterhaltung
  • Unternehmensgröße: 2–10 Mitarbeiter
  • Täglich für Kostenlose Testversion genutzt
  • Quelle der Bewertung

Gesamtbewertung

  • Preis-Leistungs-Verhältnis
  • Bedienkomfort
  • Weiterempfehlungsquote 8.0 /10

A very useful software

Bewertet am 9.9.2023

It seems like a very useful software for small companies like us and it does a great and useful job...

It seems like a very useful software for small companies like us and it does a great and useful job of contact database management, which we are in need of. Will be getting the full version soon so we will know more about it in detail,

Vorteile

In the free trial version, I am liking the contact database structure of the software and ability to manage them in a simplified way. Clients can be contacted directly and vice versa for any sales feedbacks or any product issues. It is a very good CRM software.

Nachteile

So far there are no any cons. However, we will know more after we get the full version of the software.

KELSEY
Gesamtbewertung
  • Branche: Finanzdienstleistungen
  • Unternehmensgröße: 11–50 Mitarbeiter
  • Weitere für Mehr als 2 Jahre genutzt
  • Quelle der Bewertung

Gesamtbewertung

  • Preis-Leistungs-Verhältnis
  • Bedienkomfort
  • Kundenbetreuung
  • Weiterempfehlungsquote 9.0 /10

Insightly CRM Review

Bewertet am 20.7.2019

Overall, Insightly solved my simple problems and provided a solution to our financial services firm...

Overall, Insightly solved my simple problems and provided a solution to our financial services firm so we could track our leads/projects until completion.

Vorteile

I previously used a version of Salesforce for small companies called Salesforce IQ. It didn't link contacts to leads, projects and companies well. It synced too much information from email and most of it wasn't relevant. Insightly solved all of these problems and made it easy to connect the dots between a person, lead, project, etc.

Nachteile

The software graphics were somewhat childish initially, but they have updated the graphics over time. It would be great if the software provided analysis / charts on some of the data that is stored there without forcing the user to do it themselves manually in excel.

In Betracht gezogene Alternativen

DealCloud, Zoho CRM und Pipedrive

Warum Insightly gewählt wurde

Comments above

Gründe für den Wechsel zu Insightly

Insightly was best for linking contacts, companies, leads and projects. They also had an email syncing tool which was helpful.

Antwort von Insightly

Thanks so much for your kind note, Kelsey. 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

Melissa
Gesamtbewertung
  • Branche: Unternehmensberatung
  • Quelle der Bewertung

Gesamtbewertung

  • Bedienkomfort
  • Kundenbetreuung
  • Weiterempfehlungsquote 8.0 /10

Insightly: The Sports Car of CRM's

Bewertet am 29.4.2015

Vorteile

Having worked with clients using a variety of CRM’s we’ve seen the good, the bad, and the ugly. I often times refer to insightly as the sports car of CRM’s because it allows companies to manage sales, contacts, projects, opportunities and client fulfillment in a very clean, efficient and user-friendly way. Some of the features I love best are their pipelines and activity sets. For companies that are managing lots of clients at different stages of fulfillment, Insightly’s pipeline feature helps all the players involved know exactly what they need to do and when.

The client profile makes it easy for me to link contacts to organizations or note other important relationships. The ability to save my email communication and related tasks to a contact has become an essential part of how we use Insightly and it’s intuitive ability to save any attached files I send is another feature I love.

Other favorite features are their mass emailing tool within the CRM. I can send a personalized email to a group of clients without having to write individual emails. A task management feature that allows me to see on one screen what I’m working on for each of my clients and in all areas of my business. With one click I can see what each of my employees is working on, what’s been done. You can create custom tagging systems to easily sort and find clients in your database. In one place see all of the projects you’re currently working on and where they are in the process of completion. Insightly’s Gmail gadget makes it easy to assign tasks, create projects, save emails, add or update contact email easily from within your email. No more switching back and forth from program to program. Insightly University provides a good training source for new users in addition to their highly responsive customer service team. I also have to mention all the strategic partnerships that makes using Insightly with other programs really seamless. For example, Mailchimp, evernote, DropBox and Google Apps for Business to name a few.

Sure, there are lots bigger more robust CRM’s out there, but I don’t want to drive a Mack truck every day. I like my sports car. :)

Nachteile

Insightly's calendar doesn't work for me, but I use google calendar and haven't missed it. I wish you could customize what you want to see on the home page. Right now it's just a running list of the activity on your accounts, but not super helpful in my opinion. Right now you have to manually advance pipelines. It would be nice to set them to advance to the next stage once all the activity sets are complete.

Austin
Gesamtbewertung
  • Branche: Marketing & Werbung
  • Unternehmensgröße: 11–50 Mitarbeiter
  • Täglich für Mehr als 1 Jahr genutzt
  • Quelle der Bewertung

Gesamtbewertung

  • Bedienkomfort
  • Weiterempfehlungsquote 6.0 /10

Constantly Evolving CRM

Bewertet am 3.6.2021

My company switched from Salesforce to Insightly due to Salesforce's high-pressured sales people...

My company switched from Salesforce to Insightly due to Salesforce's high-pressured sales people and lack of being customer-focused. Insightly is a lot better at this and really tries to develop a connection with their clients. For the most part, Insightly has most of what you would expect out of a CRM. As a developer though, I often get ask to add functionality into Insightly and a lot of times there are things that simply can't be done due to system limitations.

Vorteile

What I like most about Insightly is its simplicity. It's rather easy to get up and going with it. It's also easy to train new users on the system.

Nachteile

I find that Insightly hasn't fully developed their developer-centric features. I do have to say though that they are always working on improving in this area, but coming from a Salesforce background I find that there is quite a bit lacking. In Insightly's defense, they simply haven't been around long enough or had enough time to build up to the technical capabilities that something like Salesforce has.

Verifizierter Rezensent
Gesamtbewertung
  • Branche: Rundfunkmedien
  • Quelle der Bewertung

Gesamtbewertung

Great program that can sometimes be "An un-tappable resourse!

Bewertet am 16.11.2014

We are a small start-up company and have been using Insightly for about 5 months. I have used...

We are a small start-up company and have been using Insightly for about 5 months. I have used several more complex CRM's in the past. While I "Get" CRM and I like the program, there are enough questions to drive a user crazy! To wit:
When entering a phone number you have to insert the dashes. A minor point that gets frustrating very quickly!
One should be able to set a "Default Country." Entering United States every time gets tedious!
On other CRM programs, I can enter a contact once and, if there is another person from that same company, I can choose to retain the information and simply change the name and e-mail address. Not so with Insightly! You have to re-enter ALL of the info for each contact!
Upon entering the program, Insightly proudly announces that they have teamed-up with "Microsoft One drive" and Google "Whatever." I'm older but not that far gone, yet I haven't a CLUE as to what these programs are and how to use them!
Finally, the big frustration:
How does a task differ from an event differ from a meeting differ from notes?
Now, don't get me wrong, the Insightly team always returns my e-mail questions promptly but, how many times can I do that in one day? There really needs to be a manual (not videos!) for this stuff!
I looked for an "Insightly For Dummies" book on Amazon but there isn't one.

This CRM is obviously geared towards twenty-something's and not us older folks.. And yet, we outnumber them and in many cases make more $$$ than them!

Are you listening Insightly?

Vorteile

Inexpensive with basic functions that are easy to use

Nachteile

No easy way to get answers to questions

Antwort von Insightly

We'll pass the feedback on entering data on to our product group. With regards to tutorial information to help you get started we have a number of resources for first time Insightly users -- many of them are on our resources page on our website (www.insightly.com/resources). Our Getting Started Guide is a ebook on the resources page. Our our online knowledgebase has great FAQs (i.e. what are tasks and how do I use them?) and short 3-4 min tutorial videos (Insightly University). You can access our online knowledgebase at help.insightly.com (and there is also a link to our knowledgebase from our resources page). Also if you are a paid customer we offer phone based '1 on 1 Help to Get You Started' (www.insightly.com/pricing).

On a positive note, I'm glad that you are pleased with the response from our support team.

With regards to age, the bulk of our users are in the 35-50 range so we welcome users of all ages :>)

Hope this helps.

Jason
Gesamtbewertung
  • Branche: Paket- & Frachtlieferung
  • Unternehmensgröße: 51–200 Mitarbeiter
  • Täglich für 6-12 Monate genutzt
  • Quelle der Bewertung

Gesamtbewertung

  • Preis-Leistungs-Verhältnis
  • Bedienkomfort
  • Kundenbetreuung
  • Weiterempfehlungsquote 9.0 /10

Best CRM

Bewertet am 13.3.2023

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.

David
Gesamtbewertung
  • Branche: Einzelhandel
  • Unternehmensgröße: 2–10 Mitarbeiter
  • Täglich für Mehr als 2 Jahre genutzt
  • Quelle der Bewertung

Gesamtbewertung

  • Preis-Leistungs-Verhältnis
  • Bedienkomfort
  • Kundenbetreuung
  • Weiterempfehlungsquote 7.0 /10

Easy to implement and it's very affordable

Bewertet am 20.3.2018

Keeps thing organized, the price is right.

Keeps thing organized, the price is right.

Vorteile

We've been using it for 5 years. Small Retail online/brick mortar for customer follow up. 3 users, it makes it easy to follow and get updates about tasks. the gadget that interfaces with gmail is convenient.

Nachteile

My staff that are in their 20's say the new UI is confusing and harder to use, so we stay with the older UI.
The side bar chrome extension was suppose to make things easy but after trying it for a month my staff avoids it.

Customer service is mediocre , they only wanted to help if I were going to upgrade to a higher level. I wanted to fist resolve over 700 contact dups. They said I had to do it manually!

Emailing - Bcc'ing insightly each time I send an email seems so old style. When I get a rely the email does not go into the same thread, seems to me that is standard now a days.
I've been using it so long I know what it's missing so we take extra notes or have links from the email in the notes so other staff can see or find the thread.

John
Gesamtbewertung
  • Branche: Informationstechnologie & -dienste
  • Unternehmensgröße: 2–10 Mitarbeiter
  • Täglich für 6-12 Monate genutzt
  • Quelle der Bewertung

Gesamtbewertung

  • Preis-Leistungs-Verhältnis
  • Bedienkomfort
  • Kundenbetreuung
  • Weiterempfehlungsquote 5.0 /10

CRM software that promises ease of use, but just can't seem to deliver

Bewertet am 10.6.2018

Insightly's CRM software has been essential for our sales reporting and tracking requirements.

Insightly's CRM software has been essential for our sales reporting and tracking requirements.

Vorteile

The dashboard interface is convenient and graphically easy to navigate, and it is an attractive interface. Some of the sections are simple and understandable by anyone first using the software.

Nachteile

It is difficult to generate reports unless those reports have been pre-configured. To generate a new report requires a substantial amount of input in fields which are not easy to understand. Though the dashboard is easy to understand and navigate, many of the other opening pages are not. And it offers some very confusing pop-ups, such as in "Projects" it asks you to "Check out the Kanban view for projects" without explanation of what exactly the "Kanban" is. Additionally, if you enter a sales lead, it is very difficult to convert it to an "opportunity." Also, when you create a new contact and associate it with an existing company or account, you wold expect it to give you the option of importing the account's address and phone numbers to the new contact's fields -- but it doesn't, and you have to enter those again. Finally, I do wish there were more "help" menus (question marks) surrounding some of the entry fields that you could click for an instant explanation or guide.

Matt
Gesamtbewertung
  • Branche: Informationstechnologie & -dienste
  • Unternehmensgröße: 2–10 Mitarbeiter
  • Wöchentlich für Mehr als 1 Jahr genutzt
  • Quelle der Bewertung

Gesamtbewertung

  • Preis-Leistungs-Verhältnis
  • Bedienkomfort
  • Kundenbetreuung
  • Weiterempfehlungsquote 10.0 /10

Insightly is the perfect CRM

Bewertet am 24.10.2022

We are a small business that is growing and Insightly has been there with us from almost the start....

We are a small business that is growing and Insightly has been there with us from almost the start. I have used a lot of CRMs in my career and honestly Insightly does everything the competition does (and more) with a much more reasonable price point. Insightly is very flexible and can really be built to manage the needs of a many different businesses across many different industries. We don't have any reason to look elsewhere and are very pleased with Insightly.

Vorteile

First of al, Insightly's price point is excellent. The value we receive in comparison to what we pay is awesome. I really like that I can change things on the fly as needed. There have been a few things I needed specifically that no CRM really had. The team at Insightly was able to find a solution that filled the gaps I had. Their on-boarding and customer success team has been great to work with and very helpful. We are growing and I have no reason to look elsewhere.

Nachteile

Sometimes I get overwhelmed with all of the items available to change. If I need to make a change, it can seem cumbersome and I may forget where to go. The only other thing I have to say is I wish more could have been setup during my implementation calls. I don't fault my Implementation Specialist for this and I know the purpose of those call were to make sure I could do it all myself.

Kevin
Gesamtbewertung
  • Branche: Unternehmensberatung
  • Unternehmensgröße: 2–10 Mitarbeiter
  • Täglich für 1-5 Monate genutzt
  • Quelle der Bewertung

Gesamtbewertung

  • Preis-Leistungs-Verhältnis
  • Bedienkomfort
  • Kundenbetreuung
  • Weiterempfehlungsquote 7.0 /10

Great Potential, Lack of Foresight

Bewertet am 8.10.2016

In general, the product is easy to learn and use. It has the potential to be great with just a few...

In general, the product is easy to learn and use. It has the potential to be great with just a few changes, but the programmers don't see the possibilities.

Vorteile

Great cost. Fairly powerful CRM system and reasonably intuitive to use.

Nachteile

Whenever you push events from your Google calendar to Insightly, the Insightly calendar makes it private with no display of time, so nobody else can see it. It just disappears for everyone else. Likewise, any event you put on Insightly marked private doesn't show on the calendar as busy. It just disappears for everyone else. So, this bug makes the calendar essentially useless for showing team member availability and for scheduling. It also prevents other scheduling app integrations from functioning properly.

Tasks are simply Events that don't have a start and end time. Events should act just like Tasks and be reported the same way. A simple solution is to scrap Events altogether and simply take the code used to create beginning and ending times on Events and apply that to Tasks as an option. The Task reports and all its functionality are great. Events is a little better, but generally poor. It's not needed if the features of Events are simply added to Tasks. This would make managing tasks and events in projects incredibly easy and much better than now. Right now, you have to use another program to manage simple workflows because this is so inadequate and inflexible. To fix this and make it far better only requires a couple of simple tweaks.

Project management is not great.

They haven't figured out the advantages of drag and drop.

Tim
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  • Weiterempfehlungsquote 10.0 /10

Insightly was my runner up when picking a CRM. The automation looked awesome.

Bewertet am 13.10.2017

What I wanted to do would be more work in Insightly, but for a lot of businesses, this one is it.

What I wanted to do would be more work in Insightly, but for a lot of businesses, this one is it.

Vorteile

Insightly is a great contender in the small business CRM market. I had looked at many others (there are a TON of CRM out there), basing my criteria on integration with accounting software, ease of managing client information, and ease of managing client projects. Unfortunately, none of the CRM I looked at has strong integration into the accounting software that I ultimately went with. Insightly seems to have some great automation to help out with managing projects, but where it got beat out was the managing of client information. Since a lot of my business is conducted through social media, another software beat it in ease of integration with those applications.

Nachteile

As with some of my other reviews, I don't find much not to like with Insightly. It does what it does very well, it just isn't as integrated into social media as some of it's competitors. If I were doing less prospecting and research on clients- such as if I had a business where people were coming to me to get something made or repaired, then Insightly would be the winner. As it is, I spend most of my day finding prospects to put in the pipeline, and that would be more work with this product.

Jackie
Gesamtbewertung
  • Branche: Philanthropie
  • Unternehmensgröße: 11–50 Mitarbeiter
  • Täglich für Mehr als 1 Jahr genutzt
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  • Weiterempfehlungsquote 4.0 /10

InSightly for Non-Profit Use

Bewertet am 6.12.2018

Vorteile

Easy user interface
The InSightly University provides lots of quick, well made instructional videos
Free for a limited number of users
Great for tracking grants, related documents, & timelines

Nachteile

If you have over a certain number of records the platform begins to charge a fee - this would be fine if there was an easy way to delete "records". For example, if I'm working on a grant that is finite and generates 200 "records" -- if I only desire to keep the final project and do not need the records generated along the way; I have to go in and delete each one. As a non-profit with a relatively small budget, this is a great tool, but is too time-consuming to go back and individually delete. Right now, we are a small growing non-profit. I would pay for this service eventually but cannot do so at this time. So freeware platforms will end up with my business now where InSightly delivers on quality - affordability isn't there.

Eliot
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Good CRM for small business. Easy to use - Easy to import lists

Bewertet am 2.7.2018

Vorteile

I've using Insightly for years. It is a very easy process to import prospect lists. Since I am the main user in my organization I've been able to use the basic functionality without needing the reporting and audit capabilities.

Easy to cc outgoing mails to the prospect listing.

Simplicity is the biggest benefit for Insightly. Anyone can import without needing IT support. Search function is incredibly simple. Setting follow up is a click and done.

Nachteile

If I don't set up a next step or follow up for a prospect, it is easy to lose track of the prospect forever.

I don't use the formal opportunity function as I found it easier to keep track of progress by setting unique follow up listings.

Katy
Gesamtbewertung
  • Branche: Rechtsberatung
  • Unternehmensgröße: 2–10 Mitarbeiter
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Insightly - great offering

Bewertet am 9.12.2014

I've been trialling Insightly and Solve360.

I really like Insightly but there are some limitation...

I've been trialling Insightly and Solve360.

I really like Insightly but there are some limitations versus Solve which are making me think twice. I can only customize 25 fields in contacts when I need more - SOLVE has unlimited custom fields. The other great thing with Solve is that you can give a contact a tag and apply only some custom fields to that particular category which is great for what I need. Another advantage Solve seems to have over Insightly is that you can share a "project blog" in Solve with an external person such as a client. That's fantastic when you want to be able to show your client how far along a project you are. Instant access. You can also operate all your gmail from directly inside Solve - total integration. That said, Insightly looks better to my eye and has unlimited storage. I think if you could get up to speed with SOLVE on the other items, you'd be at the front of the pack and I would be IN for sure.

Vorteile

Unlimited storage
Intuitive
Great gmail gadget

Nachteile

Falls short of full webmail integration
Only 25 custom fields - too few for my liking and no ability to have subsets of custom fields
No ability to share a project with a client

Antwort von Insightly

Hi --

Thanks for the feedback. I just have a couple questions. What is your use case that requires more than 25 custom fields? I ask just because for most of our customers 25 custom fields is plenty.

Also I don't quite understand what this means 'contact a tag and apply only some custom fields to that particular category which is great for what I need.' I'm not sure if you are applying a tag at the contact level or the field level.

At this time, we don't have the ability to share a project to your customers via a portal.

With regards to manipulating your gMail, did you check out the Insightly gadget which works with Google Apps gMail?

If you would like to discuss further or would like additional clarification, please feel free to email laura@insightly.com.

Thanks

Rachel
Gesamtbewertung
  • Branche: Erneuerbare Energien & Umwelt
  • Unternehmensgröße: 1.001–5.000 Mitarbeiter
  • Täglich für Mehr als 2 Jahre genutzt
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  • Weiterempfehlungsquote 7.0 /10

Pretty Good Product

Bewertet am 17.10.2022

My overall experience is really good. When I am working with AppConnect, I feel I get limited...

My overall experience is really good. When I am working with AppConnect, I feel I get limited support on what issues I am encountering.

Vorteile

I like that Insightly is improving. In the time that I have used the product we are able to use Workato to compare dates, being able to search the workflows, and be able to see the field history (pull reports based on this).

Nachteile

I don't like that reports are not able to update in real time anymore. I also do not like that we cannot identify which workflow is updating a certain field (this would help when an incorrect field is marked, being able to easily track the issue).

Verifizierter Rezensent
Gesamtbewertung
  • Branche: Informationstechnologie & -dienste
  • Unternehmensgröße: 51–200 Mitarbeiter
  • Täglich für 6-12 Monate genutzt
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  • Weiterempfehlungsquote 10.0 /10

Insightly is Right Sizedly!!!

Bewertet am 13.3.2023

It's great

It's great

Vorteile

It does just what we need with a little modification to our methods

Nachteile

This tool can't do everything like a tool like Salesforce CRM. It also doesn't require a full time Admin like Salesforce.

In Betracht gezogene Alternativen

Salesforce Essentials

Gründe für den Wechsel zu Insightly

It was solving the problem