Insightly – Bewertungsseite 3

Vorteile

the product is super easy to use, the reports are great and can be customizable and it centralizes all the information in one same place

Nachteile

sometimes you have to login several times a day because if you do not use it for a while, it logsout you

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.

Vorteile

The ease of use means a short learning curve when introducing it to new staff members. I specifically like the integration with Gmail to be able to add relevant connections from email with one click.
Projects are a great way to track contacts and add comments and attachments to have all the relevant history of a specific project in one place.

Nachteile

It is very sales driven, and works for that capacity. I was using it as a non-profit, tracking volunteers and donors, and so I needed to "back door" some of the features to work for my uses.
I wish the tagging features had sub-tags to help sort a bit better without having so many top level groups of tags.

Vorteile

The feature I lie the most is Reports. It is easy for me to know or to check if my Account Manager has overdue tasks. It is easy to reschedule task date and it is easy to send email to leads

Nachteile

I am not able to utilize all of the features of Insightly so I'm okay with everything so far. But for logging in, it is the only thing I'm having problem with. I can't just login using my username and password. I have to log in using g-suite. other than that, everything is fine.

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.

Vorteile

We can have a graphic control in which to have indicators, in economy, leads, contacts, opportunities, etc. As well as dynamic campaigns, easy to use and with few problems.

Nachteile

Some functions are not available in our case to have a direct channel from whatsapp through which our Leads mainly enter.

Vorteile

It's relatively easy to use and good if you are a startup / small uncomplicated business. The google mail integration and auto contact creation is a real time saver.

Nachteile

Google Sync does not work as advertised. You cannot export / import event data.
Insightly feels slow. Expensive for what you get.

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.

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Vorteile

the CRM is really easy to use, friendly and you dont need to attend long inductions to understand its path

Nachteile

sometimes when creating an opportunity, it doesnt work well and it guets stuck and you have to refresh the page and submitt all the info again

Vorteile

Insightly was highly customizable and for the price a very capable tool. Flexibility in terms of object and workflow customization. Very easy to connect to third party or self-developed integrations via API.
Loved being able to email to any specific record

Nachteile

API changes caused fatal errors in several of our integrations over the course of our time with Insightly.
User interface was never the prettiest

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

Vorteile

email linking / customization of fields

Nachteile

no customer service / expensive for the type of tool

Vorteile

Easy to find videos on how to update/organize general sections. Everything is pretty self-explanatory so heavy training was not needed when I first joined the company using this CRM.

Nachteile

Slow and very unhelpful customer service. Extremely poor functionality, navigation, and organization. Many bugs.... Then a severe lack of help in fixing said bugs. There is no number to call, and if you need help you can only speak with a general customer support member by scheduling a call, and only after expressing dissatisfaction, you are never put in touch with the technical team. I don't have the time nor willingness to become Insightly's tester by constantly reporting new issues, which then are either slowly to never resolved. There have been so many issues since the March updates, our website and other tools don't function properly because fields were renamed. Renaming and deleting tags rarely works, or you have to do so a few times in order for it to stick. Writing notes or emails - you can't bold, italic, or cross out text nor backspace/delete normal (screenshots already provided). My manual labor has increased ridiculously, and frustrations rise every time a new bug is found since the old ones are still an issue. It's hard to create proper reports since contacts/opportunities are separate items. There is no one to call to walk you through something if needed. I understand the price is lower, but I don't feel my company gets what it pays for anymore thanks to all these issues. I'm an extremely frustrated user... who is losing customers and gaining a lot of work and headaches thanks to this CRM.

Vorteile

What I really like about the tool is that how simple it is to create customized reports. I frequently need to get data about our partner companies, so I love how simple it is for me to do so and how convenient it is to have everything I need in under a single dashboard. That's very useful.

Nachteile

The support is sometimes very very unprofessional. I don't have problems ninety percent of the time but sometimes support executives just ruin my day - they need to work on the support. All they send are automated messages over and over, which is irritating. Other than that, I think some features lack too!

Vorteile

I really like how it tracks relationships among the records and makes it easy to pull a list using tags. It also has robust features like project management. Data entry is simple and I like the way it uses actions/tasks. And it is very awesome the way it manages social media account information.

Nachteile

I get frustrated with the poor report features and when I want to download and manipulate in Excel, I get all the tags in one field, so essentially I can view the tag list nicely online but I can't export that (for example to send an email to the group). I'm also frustrated with the limitations on standard contact information. I work with business people and while I start with employment contact, getting personal contact signifies a much deeper relationship. Not having standard personal contact info spots is troublesome.

Vorteile

We wanted a tool that would be very easy to for our sales team to implement. It needed to be something that would require a lot of training and that they would actually be able to use. Insightly is a tool that is easy to use and doesnt have alot of extra bloat that we don't need.

Nachteile

Insightly is only as good as the data you put into it. Without high quality data going into the system and you have set it up correctly (meaning you have set it up how its meant to be used) Insightly becomes hard to use/useless. This is true of any system but unfortunately there are not good way to "Idiot Proof" the system so bad data cannot be entered. There is also a slight learning curve for this software to fully get users into and integrated with the software.

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.

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.

Vorteile

The option to create custom fields was a real hook for our business as we require a great deal of specific data and capture it in specific ways.
The pipeline feature for defining custom workflows is a great feature which allows us to carve out our own procedure and modus operandi.

Nachteile

The UI feels a little outdated at times. The important date reminder feature is not as user-friendly or functional as hoped. We really require projects/workflows to auto generate on a defined schedule and struggled to make the best use of this software without addressing that need.

Vorteile

The software offers many free features that others charge. It is excellent for a small business on an operational budget but can easily enhance when necessary. Automated marketing email templates are effective and easy to use. The system also integrates well with other marketing products. The dashboard gives a snapshot of your sales opportunities and the user can customize.

Nachteile

Documenting phone call attempts and connects take too many steps. The Task portion is a bit complicated and again requires too many steps.

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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).

Vorteile

When we first decided on Insightly back in 2016 we fumbled around for a month or two importing leads and creating pipelines that no longer exist now two years later. Insightly now hosts a massive data base of our clients and is our first go to when interacting with them. Our company now depends heavily on Insightly every day and through the years has become ever more familiar and easy to use.

Nachteile

Just the initial start up and launch as Insightly has many many functions to utilize and improve your customer relations management process, but through trial and error Insightly now easily makes up for the rough start.

Vorteile

What I like most about this software is that it is an easy-to-use customer relationship management (CRM) system and also offers project management. What makes this software even better is that they offer a free version for business and individuals that only need 1 to 2 users. They begin to charge, per user, above their free 2 users.

Nachteile

There's not much not to like about this software.

Vorteile

easy to customise pipeline, good online information support

Nachteile

unable to customise reports to the extent we need

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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

Vorteile

Ease of use combined with affordability - a winning combination. The tiered pricing levels allow your investment to grow with your business. The pipeline features where tasks can be assigned to certain project types is a phenomenal timesaver as is the ability to associate emails with records of organizations or individuals while still using your email client.

Nachteile

A small learning curve, but a minimal inconvenience for the power Insightly delivers. And the help menus are incredibly easy to locate and helpful to implement.

Vorteile

Insightly has all the features that a small sales team could ever need to run efficiently. It was the first CRM we used and most of us had no trouble getting started. It was a breeze to extract the reports The email integration also helped save a lot of time.

Nachteile

The solution could do with some of the features like auto-population of leads social media information and auto-recommend while filling up sections like the city in the lead information. The email integration could also be improved. perhaps it could also pull details like phone number and address that were mentioned in the email

Vorteile

We use this platform to track prospective clients and our sales pipeline. We then use custom reports to generate a weekly pipeline report that our team reviews. It's nice that it's a completely customizable CRM, that is pretty easy to use. It's one of the few platforms that we haven't replaced in our firm in the past 5 years, which is saying alot.

Nachteile

When we set up the system, I don't think we accounted for certain reporting limitations based on customized fields, which has resulted in a very fragmented export / reporting process for us. For example, contacts and organizations aren't linked in an export, so I have to do a vLookup to get a client list by organization. Quite a pain, but I'm guessing it was our own doing.

Vorteile

Insightly has been easy to deploy throughout our organization and does have some very nice tools for tracking customers, projects and support.

Nachteile

There are several features that should be part of the standard system as they are with other similarly priced products. Instead, they are add-ons.

Vorteile

We use Insightly to identify and manage the relationship with our customers and what I enjoy most about Insightly is that it allows us to tailor the product to fit our own needs. I have used CRM software in the past that forces a process or method down your throat but every process is different so I want a software that can be molded not a software that molds me. By finally getting a software that was easy to use and incorporated our methods we were able to get through the sales process much more efficiently.

Nachteile

There are some additional features that could be added and the upload feature is a bit limited as well which made it somewhat difficult to transfer existing contacts into the software.

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.

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.

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Vorteile

Insightly offers a wide range of features to manage sales and marketing activities. It is user-friendly and easy to navigate. The software makes it really easy to navigate and track customer information.

Nachteile

The software is a bit pricey compared to other similar services. In addition, it has some limitations for advanced customizations. Moreover, reports and analytics could be more advanced.

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.

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Vorteile

Pricing for a 2 person operation seems reasonable.

Nachteile

The time lag in customer service is frustrating. I have spent the last 3 days trying to figure out simple concepts. Now I find out that turning a contact into a lead is difficult. Why else would I even want to use a CRM package if it was not about turning contacts into leads into sales.

Vorteile

I really enjoy the ease of use, the collaborative aspect, the customization, the integration with outlook, and the ability to live within the ecosystem. I have experience with other CRM systems (SalesForce, Millenium, Abila, Raier's Edge, etc.), but this one has an easy and functional learning curve.

Nachteile

Easily the most difficult aspect of the software is the inability to change certain core features. Specifically, the inability to add more than one email address (e.g., add a secondary). I understand that it is this way because of reporting requirements for the hard-baked report options, however it makes certain aspects of the software less intuitive and workable.

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.

Vorteile

I very much appreciate the functionality of the software. It has helped my company grow by keeping good records and information readily available.

Nachteile

I don't like that the refresh time dropped to every hour or so. It used to be every five seconds or so.

Vorteile

It is super easy to navigate and utilize! It is incredibly simple to update tasks or projects. It is also set up in such a way that you can quickly retrieve and find any data that you need. It is as great tool and makes my job much easier.

Nachteile

I honestly cannot think of any cons for this software.

Vorteile

Keeping track of clients is easy, email integration is solid, and workflow setup is improving.

Nachteile

I wish there were a little more sophisticated automation for marketing purposes.

Vorteile

It allows us to keep track of projects easily. A team member just needs to fill out a few fields.

Nachteile

We need better filters that allow us to compare fields. One example would be the ability to compare "greater than" between different fields rather than a constant value.

Vorteile

I love how well the fields and statuses track the progress of the projects we work on. Insightly does the organization itself.

Nachteile

At times, jobs can get stuck in the pipeline. Things may not always go where I want them to, but it is almost always a fault in my own input.

Vorteile

I like that you can link as many organizations as necessary to a Contact.

Nachteile

I dont like the method of how to capture event related campaigns in relation to sales leads at events. But I am comparing it to my past experience with using Salesforce which had a campaign section to clearly give credit to it and house lists within a campaign e.g. a conference or tradeshow.

Vorteile

I like that I can keep separate lists of customers and leads. It's great to be able to add "tags" for reporting purposes. Since our customers are distributors, it great to be able to add our "end users" and link them to our customers.

Nachteile

It should be easier to add contacts directly to companies instead of having to add them separately and then link them together. That has been very cumbersome and time consuming for me. Also, you have to pay extra for the good reporting features which is also a bummer.

Vorteile

easy to use thats how our company keeps organize with the jobs

Nachteile

some glitches in workflow and reports but doesn't bother us a bit

Vorteile

Easy to use and delegate task as well as keep up with monthly production.

Nachteile

The email integration piece could use some tweaking.

Vorteile

It's easy to use and the organization of everything is very nice.

Nachteile

I do wish it would tell me if I'm missing something before trying to save when editing a project. Sometimes if I'm missing a required box it will just erase everything I hadn't saved without even warning me.

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.

Vorteile

App Connect, Marketing Journies and about ability to integrate into our other tools.

Nachteile

Not great features for our Customer Service team currently we use something else, I would love to use Insightly for both teams.

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.