Insightly – Bewertungsseite 5

Vorteile

fast and efficient

Nachteile

Sometimes confusing

Vorteile

There are many, many things that Insightly does, which can also be a negative, since there are some features that are a little obsure and hard to use. Once you get used to it, and if you watch the tutorials, then the CRM becomes a fully integrated part of the sales process.

Nachteile

It is a little hard to get used to the software, since there's so much that you can do with it. I'm sure I'm underutilizing it, but I don't have the time to fully invest in the platform to learn all of its features.

Vorteile

Insightly is a really cool CRM that I mostly used as a secondary database to maintain a list of Key Contacts for our organization. The link feature is great when you want to make sure you are keeping track of connections and know who to contact when you want to reach certain targets. Being able to bcc an email and log your communications is really handy, too.

Nachteile

It was difficult for us to integrate this into our membership database. But other than that, no major cons. Worked well for us.

Vorteile

Easy to use and navigate around. Lots of tabs to be organized.

Nachteile

With a lot of tabs, it’s not grouped together well so it can take longer to find things

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.

Vorteile

It was an ok product to use before we switched to HubSpot. Helped to manage customers, and projects.

Nachteile

Couldn’t do as much as Hubspot, though the price is very low

Vorteile

It's a good solution for a company that wants to combine CRM and Project Management solution and uses G Suite from Google. I liked that you can use Web-form-to-Lead feature even in a free edition - something other companies have on more expensive plans.

Nachteile

It is heavily geared towards the company (or individuals) that use Gmail - basically it seems to be a plug-in to Gmail and mimics its interface. We are more used to Microsoft and that was one of the reason I decided not to go with paid solution. Another one was that canceled paid month plan. Now paid plans starts with higher price and there is lack of features - at least for us.

Vorteile

I love how easy it is to navigate and train our new employees on.

Nachteile

How it takes about an hour for reports to refresh and update on insightly.

Vorteile

Data import and export is very simple. After a year of using insightly, I believe it is a solid CRM choice for a growing business.

Nachteile

Customer updates do not come through to our account management team unless prompted to check the account.

Vorteile

Gmail integration, Forever Free base plan to trial the software. Integrated flawlessly with my accounting software. Up to 2500 records for free is a blessing.

Nachteile

No support on the FREE plan, but what did I expect for FREE. No access to using Email Aliases from my Gmail account on any version of this software was the eventual killer for me!

Vorteile

Tons of features like task assignments, activity sets for recurring actions, and gmail integration make this invaluable to us. Also, they have tons of video tutorials that are very well done.

Nachteile

We've been using Insightly for about 1.5 years now and I don't have any complaints.

Vorteile

I like that we are able to keep track of our clients and somewhat customize our task views to work for our process.

Nachteile

The newest update was not a great idea. I'm not sure if it's just because of our processes or if other users feel this way, but our ability to customize things has seriously diminished. The client view is not nearly as user-friendly. The activity view is really horrendous - when you mark a task complete, it doesn't disappear unless you refresh. When you delete a task, it takes you all the way out of the contact's record. We've actually moved our client note/task tracking to OneNote and it's working much better for us.

Vorteile

Has all the basic CRM functionality you need in a growing startup, opportunities, contacts. Intuitive and easy to use for a CRM. Great for tracking of Sales and Business Development Pipeline.

Nachteile

If you want really complex things, or are a really large organization, the software becomes a little clunky to use, reporting gets a bit tricky.

Vorteile

Insightly is a pretty straight-forward platform for managing CRM leads, keeping track of your sales pipeline and evaluating where your company is at.
It's pretty easy to use and get started, and it's a great fit for small start-ups that don't need robust huge platforms that are way too costly.

Nachteile

Nothing really to say here - it's been a pretty solid platform for us thus far. Pretty happy with it...

Vorteile

Very easy to integrate into our business.

Nachteile

Sometimes crashes, and or takes a long time to boot up.

Vorteile

It's easy to use and seems to be adaptable

Nachteile

The cost to the business - I don't feel as though we use all the features we pay for

Vorteile

It does what it needs to do! The reports are also very visually appealing, and it's easy to set up email journeys on our marketing CRM side as well.

Nachteile

Takes a little bit of time to grasp how to use it, but if you're dedicated to learning it, it's not too bad!

Vorteile

Insightly offers a robust CRM in their free and premium versions... maybe a little too much in the free version, though you get to choose which parts of the CRM you will use most, like Contacts, Leads, Email, Tasks, Opportunities, Organizations, and Project, just to name a few. The free trial sets you up with a premium version so you can see what you will get, but for single users and very small teams, the basics are probably only needed for contact/lead follow up details.

Nachteile

Currently, Insightly is a wee bit costly for individuals on a budget. But the free version should suffice until the premium version is needed.

Vorteile

It's very easy to track our deals and I like how you can go back and easily edit inputs as things change

Nachteile

I can no longer see deals from my coworkers, which sometimes I am also working on with them and would be helpful to have access to those as well.

Vorteile

Customer data is centralized helping us to close more deals
It has project management functionality

Nachteile

Steep learning curve especially for non-technical users and people without prior marketing experience

Vorteile

Ease of Use – Insightly is super easy to implement and use. You can start with an easy sales process and implement within hours. It is also great to use a virtual files with all it’s great integration. It is easy to use for projects, HR and vendor management as well as sales.

Integration – Insightly has awesome integration with Google For Work and O365! Then you can integrate with Google Drive, Drop Box, Box.com, O365 documents, Evernote and QuickBooks Online. The integration with the document applications is great because users who don’t need licenses to Insightly can still see those documents.

Functionality – Because it’s easy to use it has great functionality. Leads transition to opportunities which transition to projects so that all information comes over.

Nachteile

It could use better reporting. I expect to see improvements in reporting soon.

Vorteile

I like that it stores all the contact information for clients and links up the emails to those accounts.

Nachteile

Easy to hit the minimum usage level before being required to upgrade to keep adding linking emails and adding new users.

Vorteile

the ease of use- i use insightly as a backup software and i like how i can navigate more easily than my current system required crm

Nachteile

i really dont have a dislike except for the pricing- but it accomplishes what i need it for

Vorteile

We are a team who work on different days, emails were a messy way to hand over tasks that needed work by all team members. Having a CRM even for a small company like ours seemed the way to go and has made task management much more streamlined and efficient.

Nachteile

There is an element of organisation in order to input tasks, and other data. If you regularly keep up to date it is not time consuming, so it is essential to include updates as they occur, not wait until the end of the week and start adding long lists.

Vorteile

I like how it it clean and visually pleasing as we sort though various tasks and reports

Nachteile

Sometimes it can be tricky to find certain accounts so upgrading the searching feature with keywords would be nice

Vorteile

Great for contact management
Great for holding customer information
Huge time saver for our support team

Nachteile

The UI could use a touch up especially with everything that is on the market now. It feels a bit dated in presentation.

Vorteile

It allowed to store information in one place and have it homogeneous across the country

Nachteile

It can hardly be connected with other tools used internally - Google sheets

Vorteile

I like that it is easy to learn and understand

Nachteile

Sometimes insightly is very slow and lacks different features that I want

Vorteile

Insightly has most, but not all, the features you'd expect from a CRM. It's barebones, but the price is amazing.

Nachteile

Insightly's feature list definitely suffers when compared to other CRMs, but it's also a tiny fraction of the cost. You get what you pay for -- and for what it's worth, the features that Insightly does have are very well-executed.

Vorteile

Insightly does a good job of adding contacts automatically within its database. So now I no longer have to think whether or not I have added it. Which of course, keeps me organized

Nachteile

I like the software and good integration. It just seems convoluted. They try very hard to squeeze every option with the software. But sometimes, less is more.

Vorteile

It feels like a well balanced, well-oiled machine. It's not smooth, plays nicely with your email client, and offers simplicity yet expandability that you'd want in a CRM. Email templates, integrations, customer support. I've paid for their best plan, and haven't looked back. Our business is loving life and its pursuit through Insightly.

Nachteile

The user interface, though improving, still has a ways to go. I can't fully manage my email within the app (only outbound emails). Though they provide video tutorials, I still often find myself looking around the Amusement Park-esque interface thinking there's so much still to leverage.

Vorteile

I like the reports. They function well and help us track projects.

Nachteile

It can be very slow in updating when it comes to the workflows.

Vorteile

The Zapier integration is so helpful - meaning that the power of Insightly can be connected to the other tools we use as a business.

Nachteile

It could be more intuitive - it's quite hard to onboard staff members to using the app.

Vorteile

Interface helps you to get familiar with a CRM when you are recently introduce to customer administration matters. Since leads, to contacts, to opportunities, this CRM lets you to keep track ps every person that gets in touch with your business, even when is not your customer yet. Easy to configure, get relationships of common organization, connects one client with other when they are referrals. Let you administrate since your sales funnel to your current customer relationship.

Nachteile

You definitively need to spend good time in the initial configuration; trying to modify on the road can really get you in trouble and have no real numbers.
In order to have the best experience, basic plans might let you off to enjoy all the functionalities as dashboard design.

Vorteile

Insightly is very efficient when it comes to tracking activity status within a huge organization. For each project, you can set and customize a pipeline based on who's responsible for the next step of the process -- therefore, it eliminates any missed tasks within the organization, helping everyone deliver their tasks and projects on time.

Nachteile

While the desktop app is excellent, the mobile app is quite cluttered and confusing. Hope the Insightly team can make a more robust and mobile-friendly interface so that users can log in to the app while on the go.

Vorteile

User friendly. I like the filter functionality

Nachteile

Placeholder for customized field would be useful.

Ease of expanding outreach section would be appreciated so that we do not keep changing pages all the time rather once we expand we should be able to see more number of contact in one page rather than 6 contact per page.

Vorteile

Insightly is a powerful, affordable CRM that has all the necessary features for a small business. The feature that my team finds most beneficial is the task assigning and tracking to make sure our 'to do lists' are getting done.

Nachteile

Insightly could use offer more social media and email integration. My organization would like all customer email communication to be sent with Insightly but we are not able to because of the limited emailing capabilities.

Vorteile

Easy to use and easy to understand. great for easy use

Nachteile

it takes a secound to load and there can be issues updating accounts

Vorteile

It was a good starter CRM for our small company to get us more organized and move from an excel spreadsheet into a more feature-rich platform. It has the basic functionality of what you would expect from a CRM platform nowadays, with automatic email logging, contact management, as well as an integration with Quickbooks.

Nachteile

I felt like we outgrew it quickly. We were only on the free plan, but with the features that we used, and after analyzing the cost of upgrading versus the competitors, we couldn't justify the additional cost of upgrading Insightly.

Vorteile

It is easy to use and customize fields, reports, and workflow automation.

Nachteile

Insightly often runs slowly. There have been updates and changes that have negatively impacted our day-to-day functions.

Vorteile

I thought this contact management software was very easy to use. I learned to use it as part of my job training and was thankful that it didn't take me long to figure out. I liked it so much, I set up a separate account to manage my own contacts. Loved that a basic account without special features is 100 percent free.

Nachteile

I wish that it were easier to send out the same email to multiple contacts at once. The version of Insightly I signed up for did not allow me to do this easily. If I wanted to send the same email to more people than were listed on the page, it would not allow me to.

Vorteile

There's so much to like. As you'd expect, you can create organizations and link contacts to them for easy access to client information. The project tool is a lifesaver! Since we implemented this and the custom Activity Sets our efficiency and accuracy has gone through the roof. Everyone on the team is on the same page and it helps us serve our clients even better.

Vorteile

It is very easy to use and intuitive. I work in a remote team and Insightly helps us to organize all our ongoing projects. I like that each pipeline stage can be assigned to a particular user, and that user will be notified via email when it is his/her turn to work on the project.

Nachteile

None. It does everything I need for my job scope.

Vorteile

Great CRM. Easy to learn, (weak) integration with Gmail, interesting outlooks on the sale lifecycle.

Nachteile

Horrible support. poor response time, Failed handling with their own technical issues.

Vorteile

+ One interface for project management and CRM
+Integrates with Google Apps, docs, email and even Evernote

Nachteile

+ Can't link files to tasks

Vorteile

The way I can copy reports, and create my own according to my needs is a huge upside.

Nachteile

It is challenging to get some aspects of our programs to update when they are in a project format. Insightly is mainly geared towards reports instead of Projects.

Vorteile

This product has a wide array of CRM tools and applications to work with including Google suite, Gmail, Docs, MailChimp, Outlook, Evernote, QuickBooks and more. The mobile accessibility was incredibly useful for on the go client relation management and is compatible with iPhone, Mac products, and Android phones and tablets as well.
When navigating the "dashboard" Insightly offers real time reports and even probability of gaining new business and the value of specified clients. The project management function is fantastic. Once you've opened an account with a client, you can manage follow-ups and track progress on commitments and business along with history of conversations and specific details that can be utilized in the future for personable experiences. Insightly does a great job at distinguishing leads from clients, it's highly customizable, and removes the requirement of other project management tools you may be utilizing. The layout is similar to Facebook.

Nachteile

Some additional features that are highly useful need to be payed for in addition to the software. Transparency on this would have been useful. If you're in healthcare, you may run into an issue with HIPPA compliance.

Vorteile

Insightly has a great feature-set that covers customer relationship management, project management, and reporting. Very well rounded and balanced app that could meet the needs for teams with relatively simple projects and services.

Nachteile

It almost seems like the development team has been packing the application with more and more bells and whistles to become the end-all be-all product. The result is a user interface and user experience that just feels crowded and clunky. In this case the utility comes at the expense of usability and the result is an app that does a lot of stuff but doesn't excel in any one area over alternatives.