Insightly Erfahrungen

A reliable and completely user-friendly tool with immense productivity.

Kommentare: 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.

Insightly is sales incite.

Kommentare: Very positive and strongly recommend to other users.

Vorteile:

The self-served ability to customize our pipeline by service offering.

Nachteile:

Service after the sale to help us understand the other suite of services that we are not using well or at all.

Insightly developed to enhance our feeds

Kommentare: 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.

A great customer relationship management system

Kommentare: Insightly is an excellent CRM that can compete with the best because of its thoroughness. It's helped us organize and keep track of data on a wide range of customers, and we've been using that data in innovative ways to propel sales and marketing efforts. Insightly gives you instant access to detailed information on all of your customers and the people who might need to be contacted to expand your client pipeline and boost your sales. We're happy with how it's been implemented in our business.

Vorteile:

Insightly is a top-notch customer relationship management tool that has dramatically improved how we interact with our clientele. Its ease of use and intuitive design have greatly aided my transition to this software. By centralizing and analyzing customer data, Insightly has helped us increase revenue, refine our marketing strategies, and better serve our clientele. Insightly's analytics and tracking features have been influential in assisting us in making well-informed choices regarding our advertising, marketing, and customer service efforts.

Nachteile:

First, it's not the cheapest software, but its reliability and speed more than makeup for the initial investment. However, it needs more tools to administer email marketing campaigns.

Casual user

Kommentare: 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.

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.

Insightly - We're Back Again

Kommentare: We love Insightly and have solved the major issue of project management as well as integration with Quickbooks so we can have a high level overview of each project, opportunity, and where we are with the quickbooks billing. It saves us a lot of time and removes a lot of human error in our processes as well.

Vorteile:

The ease of tracking multiple types of projects and stages of the project and the visibility of each project's status. We tried Hubspot for two years and came back with Insightly as it was so much better to use.

Nachteile:

The marketing function, and the products, pricebooks, and quotes could use some additional features compared to their competition. They aren't as easy to use and can be clunky at times.

Useful & inexpensive CRM system for growing businesses

Kommentare: 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.

Insightly review

Kommentare: 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.

A fairly reasonable CRM for a small business

Kommentare: 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.

a useful tool for project and customer management.

Kommentare: allows for efficient project and client management. I recommend Insightly to any professional who needs a comprehensive and easy-to-use management tool to improve productivity and efficiency in their work.

Vorteile:

I have used Insightly for several years and I can say that it is a very useful tool for project and customer management. The best thing about Insightly is its CRM (Customer Relationship Management) functionality that allows for end-to-end customer management, from customer acquisition to sales closure.The user interface is very intuitive and easy to use, which makes onboarding new team members quick and easy. In addition, the project tracking system is very efficient and allows complete control of deadlines and tasks. Integration with other productivity tools such as Google Drive and Mailchimp is also a major plus.

Nachteile:

Insightly has some limitations in terms of report customization and data visualization, which can be a stumbling block for those who need a more advanced visual presentation of data.

Project management and CRM with Insightly

Vorteile:

allows me to effectively manage all customer interactions, prospecting and retention. With Insightly I also track business opportunities and sales leads.

Nachteile:

Insightly's paid plans are expensive. The basic version of Insightly has limited customization options. Available integrations are limited compared to other CRM solutions.

Insightly is Right Sizedly!!!

Kommentare: 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.

It does the job but there is possibly better out there

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.

Great easy to use CRM

Kommentare: Overall the company is very responsive to suggestions and fast with technical support. The price is better than some other larger CRM platforms out there. For a small to medium sized organization this enables you to focus on your business and not on tons of technical resources to support.

Vorteile:

Unlike some CRM platforms that require robust training or certifications to customize to meet your business needs, Insightly is very easy to use platform. Implementation is a breeze with customer success managers who dive in to help understand your business and how the platform can be leveraged.

Nachteile:

They are a great company to work with for your CRM and business needs.

A necessary tool to run my business. No more searching for client information.

Kommentare: Ease of Marketing and Sales process. Total contact management software that include picture of person. What a plus. Great training videos to guide all level of users. Wonderful opportunity to scale the software as the company grows from startup to height unknown. Pricing is fair and Insightly is not living on past accomplishments it is improving product continuously.

Vorteile:

They offer a free version to evaluate. Since it is without a time limit I used it and gradually became totally dependent on it. During a planning meeting with staff it was determined we could increase our efficiency by adding the professional version that includes email marketing tools and an easy interface with MailChimp. Now they have my paid business. It is with confidence that I agree to pay them for a monthly service that will be used by all members of my company. The program can accommodate the growth curve in a company such as mine. We started out simply needing contact management software. Later as our sales and marketing needs became more our focus adding these features was an easy decision. There are many videos to quickly bring a new user up to speed. The experienced user can use the videos to explore the many functions that may yet be used by a company as needs and goals change. The reporting function has recently become important as we need to know the results of our marketing and sales efforts. The tool is there and ready for us to implement. I think the more our company commits to using Insightly the more our communication between owners and employees improves. We openly share information on Insightly and our feedback has been positive. In the past before Insightly, communication was dispersed informally and sometimes led to bad feelings due to the inefficiency of word of mouth. Insightly is constantly making changes and updates to its software.

Nachteile:

Its not visually pretty. I know that is silly but staff has to look at it all day and they like pretty. When a new user/employee first looks at program they make the mistake of thinking it is an old program. While I am able to bring them along and show them it isn't true, their first impression is a temporary detriment to their learning curve and acceptance of the program. In order for Insightly to be the awesome tool it is, requires employee and leader acceptance. Everyone on the team has input and others depend on that input to do their job. Sloppy work seems to come from lack of acceptance. Part of this is my responsibility as a leader to insist everyone use the tools as intended but again, if the program had a new interface and pretty colors it might make a difference. Personally I always choose function first and then presentation but input from staff is a factor I have to consider. One other area I would mention is the difference between leads and contacts. They are not intuitive to some people and I think a better explanation and reinforcement in training videos would make it easier for the new user. This confusion has lead to some mistakes by my users that require a bit of corrective action by more experienced users. There is very little for me to find wrong with Insightly that isn't based on personal style and preferences.

Insightly: The Sports Car of CRM's

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.

OMG!!!

Kommentare: My business wouldn't run without it. I have too much to keep track of and it now stays all in one place.

Vorteile:

Everything! There is so much here that makes things so much more organized! I have a virtual assistant that keeps it updated and I just roll through every day and continue with the projects. I'm in the field and upload pictures in real time that tie together. Projects run smoothly with all of the contact info for all of my subcontractors is right there in the project. My favorite feature is that insightly creates a unique email for every entry and I can CC: that email address whenever I email a client or subcontractor and it automatically stores under that entry. I can link projects to contacts and files and notes, and organizations. I can't say enough about this software! Oh yeah, automations and auto creation of tasks based on stages in the project. I create activity sets that automatically create and assign tasks with start dates and due dates with the click of a button. SUCH A TIME SAVER! Integration with my Google Drive, integration with my calendar, integration with my Quickbooks, integration with...... ..... ......

Nachteile:

It has so much to offer that it can be a bit overwhelming to set up, but they offer a setup service. It works just great.

Constantly Evolving CRM

Kommentare: 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.

Awful Customer Service Responses

Kommentare: I'm going to start this out by saying that I am the CMO for a SaaS company; one that builds a retail CRM. I am imminently qualified to speak on this particular subject. I did not subscribe to Insightly in the interest of that company (another I own), but I am more acutely aware of the challenges that these companies face, than most. Because of that, I'm also more likely to be more forgiving, in the event of a bug. That said, this may be one of the worst customer experiences that I've had in years. We faced a problem with spam coming in through Insightly's web form (as implemented on our Word Press website). Now, spam is not Insightly's problem, yet they build a tool designed for the collection of customer data, so it's a problem they're bound to have some experiences with. Per the company documentation instructions, we set up Google's reCaptcha (as is part of our best practices for building any new site) for controlling the problem. It didn't seem to be working, though. After further investigation by both our internal front an back end developers, we discovered that Insightly was not sending our token to Google for approval. When confronted with this information, multiple Insightly staff parroted back to me that it essentially wasn't their problem. When we pointed our customer service rep, Dan, to the insight.ly article which said at the bottom that you can add reCAPTCHA to a page to stop spam submissions, and he looked at that and said, "Well... We never PROMISED it would work." Seriously? When I asked to have their engineers speak to my developers to attempt to figure out what was going on here, we more or less got more of the same, from several different customer service reps. When sent proof of the mistake, we were again told that it was not Insightly's problem. We weren't asking for much. Developers make mistakes. It's okay. It happens. It was the absolute refusal to deal with a verified issue with their system that really left a bad taste in our mouths. As of today, we are still waiting for a response. Am giving it 24 more hours and we'll be taking our business elsewhere.

Vorteile:

Easy enough to use for small business owners, if you can see your way out of getting tons of unsolicited spam.

Nachteile:

Responsive customer service that doesn't seem well informed to deal with anything beyond the most basic of questions.

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

Kommentare: 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

A versatile CRM that delivers on its promises!

Kommentare: Because of its adaptability, integration possibilities, and user-friendly design, the CRM is an invaluable tool for every small business owner. While there are certain disadvantages, they are surpassed by the platform's virtues. Overall, I would strongly suggest Insightly to any small business owner seeking for a dependable, adaptable CRM system.

Vorteile:

I recently had the opportunity to use Insightly and I must say, I was thoroughly impressed with the CRM's performance. After evaluating several competitors, I chose Insightly for its versatility and seamless integration capabilities. One of the most significant advantages of it is its versatility. It offers a wide range of features, including project management, email marketing, and lead management. This versatility makes it easier for me and my team to manage different aspects of our business in one place. We were also able to seamlessly integrate it with various third-party tools, including Google Apps and Zapier, to streamline our workflow. Additionally, it also provides robust reporting and analytics capabilities that enable us to monitor our business performance and make data-driven decisions.

Nachteile:

Its limited customising choices is one of the drawbacks. I wish I had had more influence over the look and feel of the platform as a small company owner. Insightly's lack of support for mobile devices is another drawback. Users that need to access their data while on the go may find it troublesome as the platform lacks a specific mobile app. I also saw a lack of assistance and support services on the platform. Although Insightly does provide online assistance, I would have liked to have seen more substantial tools like video lessons and live support.

Insightly is a CRM with a very clean interface that is easy to navigate

Kommentare: Insightly is my favorite CRM. I love the app version, and I am able to connect Insightly with other apps. It offers great value for the product, and customer support is good, and responsive.

Vorteile:

I love Insightly because it has a clean look that is easy on the eyes, and it is a very intuitive CRM, unlike many others that can overwhelm or be confusing.

Nachteile:

Hard to think of many drawbacks with this CRM. Sometimes I wish the community pages and discussion boards were more lively.

Great for Small Companies

Vorteile:

The Insightly platform is user friendly and easy to access at an affordable price. It is a great tool for sales forecasting, sales management, and as a CRM. I would recommend it to anyone looking for a useful, customizable tool that is good to manage a small company.

Nachteile:

I can't say anything bad about insightly. It does exactly what we need it to.

Almost Perfect - But not quite!

Kommentare: After using many CRM systems from Salesforce, Zoho, Apptivo, Pipeline Deals, Pipedrive, Base CRM and more, Insightly is a 'breath of fresh air' (even though that is getting a bit stale lately - more on that shorty). Frankly, after looking at many of these systems, I was tempted to design and create my own system (I have been a software engineer for 30 years and own a software development firm as one of my companies). Yet I decided to give Insightly the last shot. It works great - almost the way I would have designed. There are some weaknesses as well, most of all the lack of the support teams response to multiple request of the same kind and promising future fixes that 'are just not coming'. That all said, Insightly is well rounded, has lots of integration options and works very well for most CRM needs, especially around customer service, contacting, tracking and task planing. Even light weight project management is included in 2 different forms - pipelines or more traditional but more complicated to use project management optionsl

Vorteile:

Here are just a few pros: * Easy to use and learn * Integrated Light Weight Project Management * Fast Response * Great note taking * Easy task tracking * Great for sales cycles and customer service alike * Useful Integrations * Better User Interface than most (every tried Salesforce and couldn't find anything?)

Nachteile:

A couple of Cons: * Service - The guys and gals at Insightly need to learn to listen and pass information 'up the management chain' * Task and Event Handling need improvement as reported by many clients * Need fully functional 2-way sync with Google Calendar * Need real workflow functionality instead of clunky Project Management (to their defense, lots of systems 'miss this one')