Susan A. Branche: Informationstechnologie & -dienste Mitarbeiteranzahl: 10.000+ Mitarbeiter
Insightly CRM offers a wide range of services for our business to improve our customer services and have provided us with benefits to enhance our marketplace. It has allowed us to successfully engage our working relationships with the clients in a more reliable way. I have also been performing project management tasks with this tool.
Insightly CRM is itself a very reliable tool which allows the user to gain the most of the advantage with its easy to use features and efficient tools. We can also easily integrate it with other tools to improve the overall productivity. It's super responsive when dealing with the customers. We can easily maintain our sales cycles and ongoing customer service to provide extra care for the clients. The user-interface is also quite easy and manageable than other such tools.
Chrome extensions are bit of a clunky addition which further complicated the working procedure so mostly avoid it. The other tools integration is right on point but the social media integration misses few of the parts and continues to be a wastage of time for us. In the end, it proves to be much effected on our overall work and improves the efficiency of our work routine.
Antwort: Insightly 16.8.2019
Thank you for the feedback. The Chrome Extension you're talking about is actually sunset. Try the new Add-On. :)
Joshua K. Branche: Versorgungsunternehmen Mitarbeiteranzahl: 2-10 Mitarbeiter
We have only been using Insightly for a couple of weeks, but overall I've liked it a lot. Prior to using Insightly, we were manually note-taking in Word documents for each client. Each time that a lead was converted, we then had to go and update everything. Now that we are able to integrate all of our notes, contacts, emails, etc. into one system, the workload has drastically lightened.
The thing that I like most about Insightly is that it allows me to document everything from start to finish with each customer. For example, if I send an email to a lead/customer, all I have to do is add that as an attachment in Insightly and I can go back at any time and see anything that was linked with that particular person. This helps track progress when passing off to other team members, too. In a sense, Insightly brings all of the "record-keeping" together and puts in one simple platform.
The project management function is pretty basic. Unlike a couple other CRM software that I've tested, Insightly does not offer many of the graphical views that the others do. Being someone who has an easier time seeing data in the visual realm, this was a feature that I wished Insightly would add.
Antwort: Insightly 30.12.2019
Hi Joshua! Thanks so much for your kind words. We work hard to make Insightly a preferred CRM for businesses like yours, and are thrilled you're making the most out of our platform. Thank you for being our valued customer. We look forward to helping you and your team reach new heights!
Zheng S. Branche: Computer-Software Mitarbeiteranzahl: 1.001-5.000 Mitarbeiter
You can optimize your sales processes as you can track and control the performance of your sales teams and the status of sale deals. It allows you an easy task repetition by building sets of automated activity. You can create leads where all the information regarding your customers can be stored, and you can easily send automated emails to such leads. Its dashboard feature gives you easy reporting on the overall performance of your business and is customizable.
You can keep track of your sales, deal pipelines, along with other marketing and project management activities, all from this single platform. It also allows you to manage your contacts. If you are about to start a small business or project, this software is good for you as it offers its free version where two users are allowed for management. It helps you remove ambiguity from the sales pipeline while it enjoins project management and customer relations management.
Its user interface can be overwhelming for beginners. It is expensive software because its paid plans also lack a lot of basic features for which users have to purchase extra plans. If it could use integration with other social media platforms and channels, it would have been easier for users to run their marketing campaigns through this software on social platforms as well, but this platform lacks such features.
Iain M. Branche: Unternehmensberatung Mitarbeiteranzahl: 51-200 Mitarbeiter
This is a product I wanted to like so much. We have been using Insightly for many years. We were attracted to it because it combined CRM and Project Management. Over the years they have improved the CRM aspect, but have left PM virtually untouched. Their support is haphazard and they often introduce new *features* which cause problems - like the day Google Contact Sync stopped working, or the day Google Contact Sync started duplicating contacts in Google etc. Because we signed up so long ago, we have an excellent pricing model. If we were paying more I would be really dissatisfied.
Oh and they are just appalling at sharing their product roadmap. It's like driving a manual shift car as the mechanic is fitting new gears as you speed up.
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.
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.
If you want a good cheap CRM, look no further. If you want an integrated CRM/PM, it doesn't really deliver.
Antwort: Insightly 9.10.2016
Thanks for the feedback. I'll pass this on to our product team because all feedback helps us improve. With regards to exposing our product road map -- it's common that privately held companies do not make their product road map public. If you have specific questions on features please send an email to [email protected] and we can let you know if they are on the roadmap. Thanks.
Verifizierter Rezensent Branche: Computer-Software Mitarbeiteranzahl: 51-200 Mitarbeiter
I use this daily to not lose my mind while trying to figure out information on a customer. More often than not I have to refer to our Insightly contact database to get all the information I need without having to wait on a customer to get back to me saving me on average maybe a full hour of productivity each day. Couldn't recommend it more for maintaining contacts between teams.
Great for contact management
Great for holding customer information
Huge time saver for our support team
The UI could use a touch up especially with everything that is on the market now. It feels a bit dated in presentation.