Insightly – Bewertungsseite 6

Vorteile

Insightly has many customizable features, which makes it a good option for organizations with unique CRM needs. Also, there are integrations with Zapier to make the tool even more powerful.

Nachteile

The free version of Insightly is all but disappearing, as more features are continually move to the paid version only.

Vorteile

Keeping track of leads and contacts made with those leads.
Sharing leads and estimating the value they present to bring in closers or specialist if necessary.
Google Apps integration is fantastic.

Nachteile

Scheduled follow ups is a feature they could use tremendously.
Automatic emails and scheduled timeframes would be nice but not a deal breaker.

Vorteile

Able to connect relationship between different contacts. It has the ability to create reports on a whim. Price is fair for the functionality and ability to customize to fit your industry's needs.

Nachteile

Not specifically geared towards the real estate industry.

Vorteile

The free plan. With it we managed to educate our clients on the software at no cost on us. Then they upgrade their accounts.

Nachteile

It doesn't integrate with Google analytics, doesn't offer online forms or enable creating landing pages and all that is extremely important at the media startups and companies.

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Vorteile

The base function of a CRM is crucial to a modern digital business and this is the easiest to use and most cost effective CRM on the market. The design is easy to understand but it doesn't limit the functions available to users.

Nachteile

No real cons that I can think of. The complexity of a CRM requires quite a few features and this make confuse some users but I don't think their design can be improved upon to address the confusion of this complexity.

Vorteile

Very usefull and easy to custom for our own needs

Nachteile

can't export in Excel and need programmation skill for API

Vorteile

So easy to use, so many features and help online is excellent. I cannot speak highly enough about how good this product is.

Nachteile

Not much to say here. I think the dashboard could be better, but I really do not have much bad to say about this quality product.

Vorteile

Seemingly easy to navigate, though using its full feature set will require some passionate googling. Also, seems to integrate with Google well (ish). The ability to customize the CRM with project management is nice.

I like the idea of project management being right next to the CRM. It's wonderful. There are opportunities to automate some of this.

The initial price is great, however, the extras are a bit pricey.

Nachteile

Insightly relies on tired party apps/integrations to create its streamlined workflows. Syncing contacts from Google requires an extra per user from a third party. I was surprised at the lack of basic function there.

Setup interface is more of a giant control panel which is a bit overwhelming. Knowing where settings live takes a lot of click and hope.

The interface is kindly described as clunky. Think google groups vs Trello. This app is more on the google groups side. It's functional.

Insightly's feature set is somewhat deceptive when they are in sales mode. Yes it can do what it says. But, it's not as easy as it looks. As in, time can go die in their settings panels.

Vorteile

I like how I can use this platform to find marketers who need product awareness bloggers to work for.

Nachteile

I do not like how I have to pay a monthly fee to use this platform.

Vorteile

Extremely inexpensive software for small business with good bulk mailing features and document storage.

Nachteile

Customizing is limited and navigation sometimes a little clumsy and non intuitive, I wish it contained a split screen for some of the functions.

Vorteile

You can easily look up Leads/Opportunities/Customers by any of the information listed on their profile. It’s also easy to transition the stages of accts

Nachteile

In general, navigating the software is unnecessarily difficult. There’s almost too much information to effectively use as a CRM and the learning curve isn’t the easiest.

Vorteile

It is easy to use, I can read what needs to happen. The reporting system is fantastic.

Nachteile

Reports can take a minute to load, I assume its from all the updating from the reports. Not a bad thing, but it is timely.

Vorteile

Insightly is a very powerful toolkit, and incorporates both CRM and project management into the same application.  This makes it easier to keep track of status, and gives a single list of tasks which can show everything that needs to happen organized by person or by project.

Insightly has more powerful sales pipeline management, strong task management, and integrates CRM and projects.  

I use Google Apps for Business. Insightly has a direct integration with Google Apps.  This makes user management simple, and allows me some "extras" because their tool works nicely with Gmail.

Nachteile

On the negative side, the permissions are more "liberal" than some competitors making it harder to block people from access to project information. You need to have a user account for every person working on each project, which may mean you have to buy a larger number of users than are in your organization.

Vorteile

I love the to-do list and the fact that it makes it so much easier in business to keep everyone on the same page. I also love the ease of use of this CRM. I've used others that are much more complicated and have quite the learning curve.

Nachteile

The costs of the paid verson is a little bit out of my budget and the free version doesn't offer the same perks.

Vorteile

I really like Insightly as a budget option CRM for small businesses, and it's features have really grown over the years.

The pros:

Pricing - free option, can't beat that - the free option is good for up to 2 users, and 2500 contacts.

Very nice integration with Gmail and Chrome, that allows for a decent project management system to go.

Slack and Mailchimp integration for paid plans.

Segmentation and workflows for certain paid level plans.

It's definitely worth a look for smaller businesses.

Nachteile

Its simplicity is its drawback. For some, it will be too simple and too basic for more robust CRM needs.

Vorteile

Captures emails
Stores Data
Easy Import/Export
Intigrates with Mail Chimp nicely
If you have a full-time staff DB manager this could work

Nachteile

Not good for a small business. WAY to over complicated
They figured out a few years back that leads and contacts are diferent so I tried to export all of the contact (they only had the contact option at the time) to leads. But it won't export the address feild because they formatted it differently in the two areas. Customer service is horrible.

Vorteile

Very easy to get up and running for a small team. The implementation is simple and straightforward and doesn't require any deep technical knowledge. Screens are clean and easy to navigate.

Nachteile

Not the deepest functionality but we're also going between the free and most basic paid version. I'm sure the options expand as you go up in the service but at the very baseline it's pretty bare bones in what can be done. Overall it accomplishes what a basic CRM should do but, and rightfully so, as soon as you want a little more than basic functions you will be required to pay to upgrade.

Vorteile

Easy to use with a manageable learning curve. My wife and business partner who is not very technologically savvy was able to learn the core features very quickly. Excellent customer support and database of tutorial videos. Excellent integration with Gmail allowing one to seamlessly import emails into Insightly. Intuitive layout.

Nachteile

You have to save a profile that you are creating in order to add an image of the contact. Makes for an added step that when adding multiple contacts can take up a significant amount of time.

Vorteile

- Hooks up to Zapier which means you can connect it to or have it do just about anything else
- Plenty of features to get started
- Easy enough to use

Nachteile

- Potentially cluttered or confusing for some first time CRM users
- Can be convoluted in it's UX and use logic

Vorteile

insightly is an easy to use all in one CRM system to any size business - add team members and delegate tasks and leads

Nachteile

it's perhaps not the easiest to use compared to other crms, and the cost is a con. otherwise perfectly fine to us

Vorteile

Very simple, non-intimidating interface. Tries to be homey and welcoming to very small businesses. Earnest effort to serve up helpful hints. Looks like it doesn't require a lot of time to use.

Nachteile

Not particularly business-like, visually. Cutesy. Not as intuitive an interface as expected. Glyphs and symbols are not immediately intuitive. More clunky when it came to integrating with Outlook, Google contacts and calendar.

Vorteile

This product has allowed us to streamline our online marketing ads into a funnel/pipeline. Once you have it set up, then it is really easy to track leads and continue to follow-up with them. This allows you to track this, time things out and automate it all.

Nachteile

The thing I liked least about the software is setting everything up for your campaigns. It's a lot of work to set everything up, although I don't think that is the fault of the software, just part of the job of creating content, and following up with leads in different funnels.

Vorteile

Recently we switched from Salesforce to Insightly. This is a perfect software for a smaller, growing company. It's extremely easy to use. The cost was much lower than previous softwares we used and it has all the same features we were utilizing.

Nachteile

When you sign up you only get two trainings where they walk you through the platform and teach you what features you have and how to set them up. If you need anymore you have to pay which I don't agree with. However, as I mentioned before it's extremely easy to use and when I have had questions in the past they have responded right away.

Vorteile

Insightly is a fairly comprehensive CRM tool - it integrates neatly with Outlook allowing us to tie email comms to sales follow up quite seamlessly.

Nachteile

Whilst there is an extensive reporting functionality available - the basic levels of reports do not generate enough information so we have had to build custom reports to suit our business needs.

Vorteile

Very reliable tool that allows you to document everything from start to finish easily. I like the fact that it offers many features that other apps are charging us for. It also operates well with other marketing initiatives.

Nachteile

Task portion of the app is a bit complicated and takes too many steps. Hate that notes aren't automatically refreshed.

Vorteile

Clean presentation, Good color contrast makes it easy to see and read, and use. Specially if you are working long hours

Nachteile

Sometimes it takes too long to interact with other software. we use twilio for phone system, and somtimes corky. Should have a phone system module with call recording. some of the JOTforms can use some more combo boxes and dropdowns.

Vorteile

Free version and reasonable price for other plans. A lot of free integration, include for free version.

Nachteile

No two way G Suite (Gmail) integration - only throw PieSync, but PieSync is very expensive for me. And limited records for each plan too.

Vorteile

I use this CRM every day. It was very easy to use and easy to set up. The workflow is easy and I love having it.

Nachteile

They don't release features as frequently as often as they should. Other than that, I do not have any complaints.

Vorteile

My favorite feature is the being able to tag my contacts -- helps me search and keep in contact with those most important.

Nachteile

I haven't found anything that I don't dislike about this product.

Nachteile

I hadn't even started when I opened what I thought was a new app - only to have a whole slew of contacts, projects, tasks etc - flood what was a new account.
On top of this, since I used a gmail - now Insightly demands to have access to my accounts before getting into my gmail which has screwed up my workflow - and I hadn't even STARTED using the program.
There is no phone number so you can't even talk to a human. I've reached out to two people on LinkedIn associated with the company. We'll see if anyone gets back to me.

Vorteile

For G Suite users, you'll have a CRM directly linked to your inbox. Insightly is easy to use and there are lots of features to allow you to customize the CRM to your liking. Insightly is competitively priced and they also offer a free version.

Nachteile

I didn't care for the design of Insightly. I also would have liked to have more marketing integrations added to Insightly such as email list integration and landing pages.

Vorteile

I liked the level of customization that was available with the Business subscription.

Nachteile

I didn't like that the software seemed to slow down as I added more leads and companies. Eventually my custom filters stopped working due to "complexity", even though those same filters used to work in the past.

Vorteile

Liked the color scheme and some aspects of its navigation

Nachteile

Amazingly you can not actually manage customer contact via email. The software does not support HTML email. And of the text based email you can not run a report of clients who have opened or read the email, not can you even create a list. How can you call yourself Customer Relationship Management if you can not manage email communication. Finally, beware the have a no refund policy.

Vorteile

Its has link options and notation available for all parties.

Nachteile

Would like more customization for parties/groups.

Vorteile

Super intuitive to navigate, operate, and optimize. Everything just makes sense. I have worked with other more expensive systems before but none of them can beat the simplicity and functionality that Insightly offers.

Nachteile

The product continues to improve over time. Most of the things that I didn't like about the system are no longer an issue. For example, Insightly now offers great customizable dashboards.

Vorteile

The features are easy to use and to customize. My favorite features are the lead generation, email templates and the tagging feature. The tagging feature makes it so easy to categorize contacts.

Nachteile

I wish there was an option to view the date when a contact was tagged to a specific catergory

Vorteile

Insightly is a CRM, for sure. Customer Relationship Management...so, if you are seeking a glorified “Rolodex” then this software will suite your needs.

Nachteile

While you can send out e-mails from within Insightly, you really can only do so much with it. It does not have any marketing automation included. This is a huge drawback. We switched to a better CRM solution because of this reason.

Vorteile

It's mostly easy and reliable. Daily basis pretty easy to use.

Nachteile

That reports only load once an hour. Makes it hard to work faster.

Vorteile

Very logical layout, very stable, and they are always improving.

Nachteile

There is nothing that I would change about this product.

Vorteile

Setting up the product is straightforward
Logging sales activities, leads, etc. is easy
Collaborating with a team is easy, and the internal task management flow is solid
Email logging is very nice and effective

Nachteile

The UI is very dated, and feels like a step up from Microsoft Access
The visuals in general are lacking -- I'd like to see better reporting
No email tracking (i.e. tracking opens), so we have to use hubspot sales for that

Vorteile

It is relatively easy to use and has great features including e-mail notifications of assigned tasks. The price is low and they even offered me a nonprofit discount. The trial period helped me to choose this as our CRM.

Nachteile

I literally "tried" to subscribe many times but kept getting error messages saying that our trial period has expired and I could not access any of the information and projects that I stored even though I was putting in my credit card number in order to turn the trial into a purchased membership. I tried many times to alert customer service of the issue and heard no response. Eventually I gave up and chose another CRM. In the meantime, I came to find that I had been being charged with each attempt to become a member even though I still wasn't able to log in and use the system because my trial expired.... It took a while but I finally got my money back and moved on.

Vorteile

I have already recommended this product to several people who are just getting started into the CRM world. Many small businesses need a CRM system that helps them organize and track leads, referrals, and potential clients through the sales pipeline. This system is the answer.

Nachteile

The free version doesn't offer some reporting mechanisms that seem obvious...but then again, I'm using the free version, so I really can't complain!
The other issue I have is that it functions a bit slowly sometimes. Other websites work very smoothly and behave like they're running on my desktop, but the Insightly website can be a bit chunky.
Also, the web app is weak. It doesn't have near the functionality of the website. Not sure if that is because I'm using the free version or not.

Vorteile

I used this program for a few weeks trying it out to see if it would work with our teams flow. It provided a lot of great insight into our clients. One feature I did want to sped more time looking at was the integration with 3party apps like Google Docs. We also made good use of the mile stones and project management settings.

Vorteile

It's a full featured app which helped improve our business processes, since new clients' opportunities, prospects, organize contacts (both clients and partners), besides keeping tracks of emails and new leads.

Nachteile

It also have some kind of project management, but I think it can't really replace a focused solution. The user interface has a lot of information at the same time and the website isn't adaptive to mobile screens, so users are required to download their native application (iOS and Android).

Vorteile

Very useful in managing tasks and working through solar projects

Nachteile

Nothing, everything about this product is top tier

Vorteile

Easy to setup. Free tier gives you great tools and could be great for small businesses and entrepreneurs.

Nachteile

User Interface could be improved. You’ll need to complement it with other tools to automate all the process.

Vorteile

The price point was great for those starting out and not looking to invest in a lot of money upfront - I've used this with a couple different organizations, and have been happy with it on the startup side.
It's fairly simple and intuitive to use - I love the tagging and cloud feature the most. Also, you can set alerts!
Interface is "pretty" and features don't feel overwhelming.

Nachteile

The Reports can't be customized as much as we'd like.
The simplicity is also it's weakness. It can have fairly basic features, and we've found that it's not robust enough for our organization as we've grown. It won't do everything you need (but it's hard to find a software that does!).

Vorteile

Nice interface.

Nachteile

Really really poor user interface, perhaps the worst ever.

Vorteile

This product was definitely easy to use. All of the documents are saved online, so it was helpful for both of our offices to access all the documents and client information.

Nachteile

It was definitely basic CRM. I did not like that in order to edit a document, we would download the document, save it, and re-upload it.