Insightly – Bewertungsseite 8

Vorteile

Full featured CRM with a great custom visual pipeline creator.
Easy to use
Support team is responsive.

Nachteile

Linking emails to customer/event records is time consuming.
When I used this software there was gmail plugin, so every time I got an email from a customer/prospect I would have to manually link it in order for it to be part of the records.

Vorteile

So much can be done with one website and you don't have to use lots of different websites together to get the same results.

Nachteile

Would be nice for it to be easier to find tutorials

Vorteile

I like the mobile accessibility. And the integration with Panda Docs- however not a perfect solution. When making multiple quotes, each one is titled by the name of the template- not the doc name so you could look at an opprotuity and see 4 different quotes all with the exact same name.

Nachteile

To hard to quickly get to where I need to be. Too many screens for the same thing i.e. lead, contact, organization, opportunity. And separate notes for each category. Email seems unreliable.

Vorteile

Relatively easy to use and covers most main functionality you would want in a basic CRM tool with a decent amount of integrations to common third party tools

Nachteile

Scratch beneath the surface of the functionality and you soon find that there are odd and annoying glitches in the way the functionality works and its not very intuitive. Also, some advertised functionality just doesn't work and support consists of email replied that just tell you they're working on the issue (I've had one for over 2 months and another for 6 weeks without resolution on pretty key functionality not working). Given the 'no refund' policy and unhelpful support it feels like a con.

Vorteile

I love the way I can access my emails, events and notes by multiple channels including opportunities, projects, contacts or companies. As a company with two principals, this has everything we need in a CRM to share information.

Nachteile

Linking my calendar is the most difficult part of this software but even that is not that big of deal.

Vorteile

Easy to use. Don't want to spend all day in CRM - this might be the one for you.

Nachteile

we haven't used all the functions offered in this software - only what we need.

Vorteile

I liked that it was easy to search for our clients, but that was less easy after they did the big overhaul of the software.

Nachteile

I did not like how difficult it was to insert notes. The page would time out before I could finish a call with a client and the notes wouldn't save.

Vorteile

I like how robust this software is, its very complete woth pipelines lead managment. Round robin lead distribution is nice. Automation tools give you anlot of flexibility without having to rely on outside integrations like zapier. Zapier integration works nicely though it can do a lot.

Nachteile

the lead distribution is awesome, but only allows for round robin distribution of leads, it would be nice to see that change to some sort of ratio like 1:2, that sort of thing.

Vorteile

I have been using it for quite some time and I can manage the candidates information and send them emails, track their activities and much more. Can enter detailed information for a person or company.

Nachteile

There is only one place to enter the email. Earlier, we could add more than one email which was useful. Now I have people with more than one email and I can't add that here!

Vorteile

Integration with gmail, customer tracking with notes and excellent task management and reminders. Great dashboard features for use.

Nachteile

I had issues with Google sync of the software data.

Vorteile

The interaction with Google Apps

Nachteile

When we first signed up we did not register through Google Apps and the transition was difficult.

Vorteile

Customer service and training were good. This allows me to link contacts calendar with Google. Love it.

Nachteile

some of the type is too small on the screen. The Opportunity area does not work for me as I mainly use the Contacts and Project areas.

Vorteile

The software sounds good on paper... but falls flat when you have to pay extra to get it to actually perform as advertised and promised by sales reps and techs who take forever to get back to you with non-answers.

Nachteile

Bait & Switch.
Over-Promise / Under-Deliver
0 Customer support

Vorteile

I like their Activity set feature which allows me to quickly assign a set of tasks for specific stage in a pipeline.

Nachteile

You pay for records and higher level plans are costly.

Vorteile

It has a free version, it works well with gmail and has a similar interface. It also pulls profiles of your contacts from social networks (if they have any).

Nachteile

It has basic project management features which we don't like and don;t use, so it seems that we need to overpay. They also have increased the price for minimum paid plan.

Vorteile

I love how well this system helps me achieve my goals. I never thought of myself as a competitive person, but with how easy it makes to track things, I am always doing my best to stay on top of my numbers and reaching my goals.

Nachteile

It can get really slow and buggy some times, but I believe it might also be the internets fault.

Vorteile

I liked the fact that it went beyond just a CRM. Many companies need project management and something that is integrated into the CRM helps a ton.

Nachteile

There were some nonintuitive ways of connecting organizations and people and opportunities but overall it wasn't too difficult to learn.

Vorteile

Intuitive, pretty robust set of tools.

Nachteile

Reporting could be better. Email could be better so that you lose the need to use another email client.

Vorteile

Easy to use, integration with Google Apps, mobile app is always improving.

Nachteile

Need better integration for email marketing. Mailchimp integration is lacking the ability to export to Mailchimp Groups. The current integration only allows exporting to a Mailchimp List (unlike the other CRM we deploy). Please add soon!

Vorteile

Insightly was the first CRM I have ever used. It's is very simple to use and takes a few minutes to understand how it works, even for a unexperienced user.

Nachteile

Insightly lacks many features I found needed. The CRM is a bit slow, and can't be tweaked into a personal tailor-made CRM.

Vorteile

Easy basic project management and CRM software. It was a total game changer for our team when we first implemented it! Easy integration with Mail Chimp and Gmail.

Nachteile

The reporting is limited for our needs. Attachments are sometimes lost when we send emails through Insightly.

Vorteile

As a freelancer with numerous contacts among multiple clients, Insightly helps me to stay organized with who I last spoke with and when we last spoke, along with contact details and other notes. It's much easier than trying to keep this information clear through Gmail alone.

Nachteile

The UX/UI is rather outdated, and sometimes the software auto-connects contacts with incorrect social accounts.

Vorteile

It is really useful and has all the information I need for my job. It is really user friendly, I can just type in what I need and everything is there. It can house a lot of information too.

Nachteile

Nothing really, it serves its purpose for what I use it for

Vorteile

By linking organizations, contacts, and emails with opportunities, Insightly saves users a ton of time searching for contact information, company information, or your past correspondence. Insightly is also highly customizable for various different kinds of businesses. Its features can be changed to mirror practically any kind of preexisting organizational system. Lastly, Insightly's search function allows users to quickly look up contact information, sent emails, and other information.

Nachteile

Insightly automatically links your associated social media sites to your account. If you sign up with your gmail address, for example, anything linked to your chrome account will show up on your Insightly account. This is great if you want to get your name out there on Twitter or other sites, but can also result in users unintentionally showing personal accounts to coworkers and clients.

Vorteile

It works nicely, has many useful functionalities. The best one is probably the built-in project management functionality. It is simple, but sufficient for most small business needs.

Nachteile

The reason I actually switched from Insightly to Accelo and then to Freshsales is Insightly does not integrate with MS Exchange in the way the two other solutions do. It allows you to send e-mails from your exchange account but does not monitor incoming e-mails. And seeing e-mail history with given customer is very helpful feature for me. The mobile app could be more up to date as well.

Vorteile

Initially, that it was free. Upgraded twice. Upgrade to Professional plan has not had a high ROI.

Nachteile

Some features are not very intuitive. Help team often refers users back to help center, even though user had tried that option first.

Vorteile

Had all the Crm and database features you could want. Good training and onboarding process and good pricing.

Nachteile

Our sales process is pretty simple so it was a little bit of overkill. Also I ended up wanting something that would integrate with scheduling.

Vorteile

It’s pretty intuitive, one of the cheaper CRM options. Once you get inside the software it looks nice and professional.

Nachteile

They don’t give you what they sell you, it’s a bait and switch. They call it a “customer success program” instead of implementation because they literally do nothing for you. If you have plenty of time to watch countless YouTube videos and read articles, then it makes sense. However, if you’re not told upfront in the sales process that there’s no implementation, there’s no importing databases for you, there’s no connecting the networks, there’s essentially a rep who points you to the right YouTube video once you have a question or an issue. Also I’ve opened a support ticket to have help connecting our server since we switched IT teams, not only did they refuse to get on a call and pass me off to yet another ‘helpful link’ but they suggested I paid for the next level “customer success rep” per year. So it’s really a business model that is set up as sell as much as you can and automate everything so you never have support the customer afterwards. Good luck if you want to talk to a real person on the phone.

Vorteile

Insightly is very easy to get started on and set up. It allows for customized fields for information specific to your needs. It also integrates into MS Outlook, to allow you to capture email messages and schedule followups.

Nachteile

I have no real complaints on the software. I originally really wanted a way to sub-categorize within a company, i.e. Sales, Marketing, Client Support - but I was able to create my own fields to do that.

Vorteile

-Simple, clean design
-fairly intuitive layout

Nachteile

-integration with other software like QuickBooks online is done through other applications that cost even more money

Vorteile

This software is really well supported, great features and is so easy to use. We recommend it a lot to customers but don't use it because it is great for generics but terrible for a niche.

Nachteile

Good luck getting it to do what you want when you are in an obscure niche that requires a few custom fields and conditional logic. Perhaps this has gotten better since our last run in with it.

Vorteile

* Ability to link between projects
* Ability to create "work-flow"
* The various ways to tag individuals and projects
* Ability to create and save e-mail templates
* Plug-in to gmail

Nachteile

* Sending mass e-mails with slight variations was cumbersome.
* Sometimes difficult to edit projects/programs

Vorteile

Clean design
Relatively easy to use and manage clients, spaces to add notes, contact info etc
Ease of working together with our team to keep on top of projects and clients

Nachteile

Intermittent bugs or failures to save or filter a search
Limited filtering of tasks and lacking organizational tasks
Email functionality is somewhat frustrating to use/implement when forwarding. Suggestion to integrate with Gmail

Vorteile

I love their free starter plan. It gives entrepreneurs a chance to jump in and learn what a CRM is and how to use one to grow their business. A CRM is a long-term investment and it takes time to see the monetary results of its use. Having a starter account allows businesses to make the time investment without it being overly expensive.

Nachteile

I started using it as my first attempt at CRMs and, having never used a CRM before, the workflows were not always clear and it was easy for me to get confused about what the different types of objects were and how they all interconnect. I felt that other CRMs live Salesforce and Microsoft Dynamics CRM do a better job demonstrating recommended flows from the menus.

Vorteile

Keeping all relevant customer related data in one location. The tight Gmail integration is excellent to getting the needed info into Insightly quickly.

Nachteile

The pricing seems a little high for smaller companies. There's a free tier, but to get functions, like storage, etc, that are needed, the per user pricing can add up quickly.

Vorteile

It was what the company had always used, so we had figured out how to make it work for what we needed.

Nachteile

The UI isn't nice looking at all. Lots of bugs and glitches, and when contacting Customer Service, a lot of the answers were "We're not sure why it's not working..." VERY expensive for what we need. There is NO way to easily search information.

Vorteile

The ease of being able to keep records for employees right on their profile. This software allows for creating and organizing various aspects of managing a company, current, prospect, former employees, allows for tracking upcoming tasks.

Nachteile

When entering in certain fields, it automatically adds it to a following list, attempted several times to stop that but have not been able to do so.

Vorteile

I like that you can have two users for free. It's a great solution for small businesses that need capital for other things.

Nachteile

There's a bit of a learning curve, and a lot of features super small businesses don't necessarily need.

Vorteile

I like the contact tracking and ability to add appointments and auto emails

Nachteile

Integration with PandaDoc is only one way

Vorteile

So Simple! Your child could figure out how to use this tool after playing with it for 30 seconds. I love the fact that I can tie in emails to particular projects or clients. This helps me keep a database all within one place.

Nachteile

The sales side of things could use some spicing up. I'm coming from using Salesforce (Not a fair comparison) but I'm used to a much deeper and more intuitive process for my sales flow.

Vorteile

Setting up Activities and processes
Task assignment is quick and easy
Email notifications on updates on tasks
VIewing filters for tasks is nice

Nachteile

Integration with Outlook too time consuming and not automatic. Too cumbersome to have to forward emails to Insightly and on out going emails the insightly address needs to be in the CC line - it does not work if it is in the BCC line

Vorteile

Great for small businesses, better than an excel spread sheet. Great tool if they continue to build on it

Nachteile

If they hired a user interface designer and looked how they can make information more presentable and easier to use.

Vorteile

Pricing is manageable but that is where it stops. I have paid for upgraded packages and training only to find out the PC & Mobile software don’t work together. 80% of my employees use the mobile app. No Dashboards, duplicates contacts and when you remove 1 of the duplicated contacts, it erases all of them from the Mobile and PC software.

No sense of urgency from Insightly.

Nachteile

PC software does not work correctly with their Mobile Software. Mobile software duplicates contacts then deletes your contacts.

We paid an up charge for the new package and features only to find out they don’t work on the mobile software??? Smartphones???

Vorteile

Email transparency, Google Mail/Apps integration, easy project management, great data structure (people, accounts, opportunities, etc), and a very non-invasive interface have had an incredible impact on our business. The constant updates and new features have further improved our capabilities over time. Also, the pricing is amazing.

Nachteile

Reporting is currently focused primarily on the sales/opportunity side of the product, with the project management functionality having minimal reporting capabilities (for now).

Vorteile

Key for us was the ability to tag. I looked at many CRMs and talked to sales reps as well and the tagging system in ZD for our purposes made this the best choice.

Nachteile

We've noticed that it does not automatically refresh notes entered which may just be a first world problem but is frustrating when working on a team. It would also be great to keep all notes in all areas, orgs, tasks, and opportunities, instead of confining the notes to the individual portal.

Vorteile

- Ease of use
- Flexible pricing options

Nachteile

- Some of the features are a bit confusing to use - contacts versus leads

Vorteile

We were looking for something to help with our e-mail marketing so we tried the free trial. I can see the value this tool would add to our team, for sure.

Nachteile

It did not fit in our budget at this time.

Vorteile

Affordable and IOS app available

Nachteile

No practical customer support

Vorteile

It has a lot of capacity. Almost too much. The input of data took too long in comparison

Nachteile

It’s actually a complicated and slow to use system

Vorteile

easy to use, grate mobile app, good access to informatio

Nachteile

no built-in email function