Insightly

Excellent CRM

Kommentare: Our team’s experience with Insightly has been stellar

Vorteile:

Insightly is an exceptional CRM platform that allows sales, customer success teams to be efficient and collaborative. Reports and insights are easy to generate. It is perfect for small businesses

Nachteile:

Some features and functionalities with customizable fields are limited when compared to other CRMs

12 good years of using Insightly CRM

Kommentare: I love it. If not for Insightly I'd be using spreadsheets and going crazy trying to track my long list of clients that includes boiler system bids, direct commercial and industrial system sales, building and maintaining relationships with mechanical engineers and architects, and a good number of residential boiler prospects.

Vorteile:

Insightly's design is intuitive and easy to understand how to set up. I recall starting to use it on the first day, right after an initial walkthrough. We did not hire anyone to assist. Then I evolved the setup as time went by. Opportunities & Projects are key to us and with good naming practices they are easy to refer to as needed in the future after completion: such as "2023..Smith Company-New boiler project". And all parties connected to a Project can be linked so easily. Attach price quotes to it: ours to the client and supplier to us. Automatic tasks when you change from Opportunity to Project can alert others to place orders, put into our financial software, etc...

Nachteile:

They like to push their AppConnect but we really don't need that level of complexity AND they have lots of built-in interfaces into other apps like Quickbooks (which is limited but great for small business situations where elegant interfaces are not needed. Also, we tried their Service apps and found them lacking for the kind of Service that my company does: We install boiler systems and provide ongoing services for them--not free or by annual contract. So we needed a way to easily send invoices and collect $ for work done. Insightly seemed to be oriented to Software service contract situations where annual contracts are the norm and all interactions are free and nobody leaves the office. I suppose it is good for that but not so much where you have trucks driving 100 miles to do a repair.

Poor quality, high cost

Vorteile:

They offer sufficient customer support for setup and management

Nachteile:

The entire interface and user experience is very poor. Cost is very high for a low quality product that looks 10-15 years old!

Decent CRM but requires discipline

Kommentare: Insightly was being used for various marketing and sales data processing and activation tasks when I joined, and the account was a real mess because there was little control over who could edit which fields. As a result, no-one was following a consistent lead and opportunity management process, things like date fields became a nightmare because when exporting leads, some appeared to be using US date format and some using UK format, so identifying recent leads & opps was tricky.

Vorteile:

The sales pipeline views were good because you could have lots of different pipeline views with filters and segmentation options applied without having to add them every time. It was easy to see pipeline value, create new fields and to move opps from one stage to another. Equally it was great for setting up automated email follow ups from demos and integrate with lots of other tools.

Nachteile:

The lack of user management and access customisation means it is too easy to let poor spiral out of control and ruin your data. Equally the dashboards/Reports section really needs work as it’s unnecessarily difficult to create reports and dashboards for very simple metrics.

Insightly Works GREAT for our Org

Kommentare: We have evolved from the early days of our organization and Insightly has evolved with us. As we learn its capabilities, we continue to find functions and create objects that increase our efficiency every day.

Vorteile:

We have used Insightly for 8 years now and it has been so user-friendly to build our Program database. From the customizable fields to the reporting features, it does everything we need for it to do. Insightly has helped us to streamline our processes, making our mission easier to manage every day. And the reporting features have allowed us to provide every kind of data to generous supporters who in turn donate to our mission.

Nachteile:

To get some of the features we are using today, the cost has increased significantly.

A versatile CRM Tool

Kommentare: By centralizing customer data, communication history, and project details in one platform, Insightly eliminates the need for multiple disjointed systems, reducing the chances of information silos and miscommunication.

Vorteile:

Its intuitive user interface, making it easy for teams to adopt and use efficiently. The customizability of pipelines, dashboards, and reports enable users to tailor the system to their specific needs.

Nachteile:

The reporting and analytics tools to be less advanced compared to other CRM platforms, making it challenging to create highly customized or in-depth reports.

Insightly does what we need it to do.

Kommentare: It meets our needs,that might not sound glowing,but it is meant to be.

Vorteile:

We can build functionalities that suites us without spending thousands of dollars with developers,Data can also be connected within Insightly,such as connecting contacts and organizations to request and project records.Additionally I like the Kanban view for tracking projects and the ability to pull reports and filter projects.

Nachteile:

Wish we could customize more fields in Kanban view and assign colours for categorization.

Insightly is good, but there are better CRMs out there

Kommentare: Insightly is great a simple every day tasks, but does not handle complexity very well.

Vorteile:

I like the collaboration capabilities with API via Appconnect, AutoCAD, BricsCAD, Loveland Innovations IMGING, etc

Nachteile:

The cap of fields in a custom object, the automations not triggering correctly -> you have to delay triggers so that automations do not overlap and contradict each other. Sometimes automations to not trigger at all. There are a lot of holes and catch reports that need to be created.

Super Easy

Vorteile:

Insighty is super easy to use. Being able to set tasks to know who you are chasing/following up means that it's all in one place and you do not have to depend on your outlook calender.

Nachteile:

Reports are good but can be a bit difficult to set up.

A fair CRM tool but needs some improvement

Vorteile:

1. Good UI 2. Works in less bandwidth 3. Easy to operate 4. Flexible product team

Nachteile:

1. Relatively expensive 2. App is not optimised 3. Should work according to clients’ workspace/ availability 4. Should have AI integration

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.

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 feedback

Kommentare: 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

Insightly is great for CRM

Vorteile:

Helps keep track of tasks and contacts very well

Nachteile:

Wish there was a way to group tasks by a certain type of task

Customized for our industry (awesome) but not always easy to move around

Vorteile:

As the title suggests, we've been using Insightly for a bit and we picked it because it was one of the few CRM systems that actually has different versions based on the type of organization/business that is using it. That makes the task management function perfect for us.

Nachteile:

It's a great bargain for us for a full system, but we're really only using it for task management at this point. We've not expanded our use of it much because much of the functionality seems counterintuitive. We need to explore and we're a growing company and we don't have much exploration time!

Insightly, makes me happy!

Vorteile:

It is easy to navigate. Easy to manage my task!

Nachteile:

Sometimes it logs me out, out of nowhere

Gaining Insight through your CRM using Insightly

Vorteile:

I like the ability to customize the platform as the user and being able to get excellent customer support from the Insightly team.

Nachteile:

There are limitations of features based on what product you are using and the cost jumps between products can be up to double the cost.

Insightly Review: A Comprehensive CRM Solution for Your Business.

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

Vorteile:

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

Nachteile:

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

Insightly is Great

Kommentare: I have enjoyed working with Insightly

Vorteile:

The amount of information you are able to store

Nachteile:

You don't have the option at the top of the screen to move pages. This needs to be at the top and bottom. When you go in and make a change and save it will take you to the beginning of the list and not keep you where you were on the list.

Good Value for CRM Investment

Kommentare: Our team has used Insightly to manage outreach efforts to new leads and to track activity/progress on projects for existing clients. Using Insightly to create reports and dashboards has been helpful to visualize our progress and successes.

Vorteile:

This software has all of the basic tools our business needed to begin using a CRM system. We were looking for a system to get us off the ground with coordinating our team's sales efforts, and Insightly has been very helpful.

Nachteile:

There are some features that I would like to be included in the basic subscription fee that are only available if you add and pay for additional services, i.e. Insightly Marketing.

Insightly Review

Kommentare: I like it as I can see what we have going on.

Vorteile:

I like the ease of entering customer information/details such as contact info and type of customer.

Nachteile:

The tasks, leads, sales pipeline seems cumbersome. Which it would be easier to follow and streamline.

CRM and More

Kommentare: Good but a steep learning curve as a lot id not intuitive

Vorteile:

I most liked Workflow management and activity lists

Nachteile:

USer interface for Project and Task Management

Great For Managing Tasks

Kommentare: I use it every day to track individual tasks and projects and its a great way for my manager to keep track of where I am up to

Vorteile:

Its easy to use for such a complex system

Nachteile:

You have to download reports from a link sent in an email, would be better if the report was simply attached

Insightly works great at sales rep CRM

Kommentare: Great tool to help keep myself organized and work my sales leads and manage my pipeline. Helps me to keep on track.

Vorteile:

The ease of use and how quickly I was able to get the hang of it. It offers everything I used Salesforce for in the past.

Nachteile:

More features to prevent duplicates getting entered into the CRM would be helpful.

Insightly review

Vorteile:

Ease of use for tracking opportunities with potential customers

Nachteile:

Sometimes refreshed in the middle of sending an email and will have to retype the entire thing.