Insightly

A good option for SMEs

Comentários: A good value option for SMEs- it will cover the basic functions you need and enable you to run basic marketing campaigns but won't give the added functionality of the more complex options out there. At the same time, it is priced quite low at the entry level so may fit your needs!

Vantagens:

It covers all the bases- customisation, data import and export and all the basic features you would expect and I found it intuitive to use

Desvantagens:

It is lacking in some areas- automation workflows for marketing campaigns, and lead scporing on the entry level offer

12 good years of using Insightly CRM

Comentários: I love it. If not for Insightly I'd be using spreadsheets and going crazy trying to track my long list of clients that includes boiler system bids, direct commercial and industrial system sales, building and maintaining relationships with mechanical engineers and architects, and a good number of residential boiler prospects.

Vantagens:

Insightly's design is intuitive and easy to understand how to set up. I recall starting to use it on the first day, right after an initial walkthrough. We did not hire anyone to assist. Then I evolved the setup as time went by. Opportunities & Projects are key to us and with good naming practices they are easy to refer to as needed in the future after completion: such as "2023..Smith Company-New boiler project". And all parties connected to a Project can be linked so easily. Attach price quotes to it: ours to the client and supplier to us. Automatic tasks when you change from Opportunity to Project can alert others to place orders, put into our financial software, etc...

Desvantagens:

They like to push their AppConnect but we really don't need that level of complexity AND they have lots of built-in interfaces into other apps like Quickbooks (which is limited but great for small business situations where elegant interfaces are not needed. Also, we tried their Service apps and found them lacking for the kind of Service that my company does: We install boiler systems and provide ongoing services for them--not free or by annual contract. So we needed a way to easily send invoices and collect $ for work done. Insightly seemed to be oriented to Software service contract situations where annual contracts are the norm and all interactions are free and nobody leaves the office. I suppose it is good for that but not so much where you have trucks driving 100 miles to do a repair.

Poor quality, high cost

Vantagens:

They offer sufficient customer support for setup and management

Desvantagens:

The entire interface and user experience is very poor. Cost is very high for a low quality product that looks 10-15 years old!

Decent CRM but requires discipline

Comentários: Insightly was being used for various marketing and sales data processing and activation tasks when I joined, and the account was a real mess because there was little control over who could edit which fields. As a result, no-one was following a consistent lead and opportunity management process, things like date fields became a nightmare because when exporting leads, some appeared to be using US date format and some using UK format, so identifying recent leads & opps was tricky.

Vantagens:

The sales pipeline views were good because you could have lots of different pipeline views with filters and segmentation options applied without having to add them every time. It was easy to see pipeline value, create new fields and to move opps from one stage to another. Equally it was great for setting up automated email follow ups from demos and integrate with lots of other tools.

Desvantagens:

The lack of user management and access customisation means it is too easy to let poor spiral out of control and ruin your data. Equally the dashboards/Reports section really needs work as it’s unnecessarily difficult to create reports and dashboards for very simple metrics.

Insightly Works GREAT for our Org

Comentários: We have evolved from the early days of our organization and Insightly has evolved with us. As we learn its capabilities, we continue to find functions and create objects that increase our efficiency every day.

Vantagens:

We have used Insightly for 8 years now and it has been so user-friendly to build our Program database. From the customizable fields to the reporting features, it does everything we need for it to do. Insightly has helped us to streamline our processes, making our mission easier to manage every day. And the reporting features have allowed us to provide every kind of data to generous supporters who in turn donate to our mission.

Desvantagens:

To get some of the features we are using today, the cost has increased significantly.

Insightly is good, but there are better CRMs out there

Comentários: Insightly is great a simple every day tasks, but does not handle complexity very well.

Vantagens:

I like the collaboration capabilities with API via Appconnect, AutoCAD, BricsCAD, Loveland Innovations IMGING, etc

Desvantagens:

The cap of fields in a custom object, the automations not triggering correctly -> you have to delay triggers so that automations do not overlap and contradict each other. Sometimes automations to not trigger at all. There are a lot of holes and catch reports that need to be created.

Super Easy

Vantagens:

Insighty is super easy to use. Being able to set tasks to know who you are chasing/following up means that it's all in one place and you do not have to depend on your outlook calender.

Desvantagens:

Reports are good but can be a bit difficult to set up.

App Connect

Comentários: Overall we are very pleased with Insightly and App Connect

Vantagens:

App Connect is amazing. It really does help with efficiencies and workflow. It does so much more than we initially thought! We especially love how it automatically calculates our numbers.

Desvantagens:

It is not as user friendly as it is made out to seem. We really do need the App Connect specialist's support. App Connect is very expensive. We are going through our 10 free hours quickly and we have a lot more project we need help with.

Good for a small company

Vantagens:

I like the project management, pipelines, and the ability and ease of adding tasks and comments to various objects.

Desvantagens:

There are so many objects and fields, it takes new users a while to get accustomed to the interface. It also does not have intuitive searching and looks for verbatim entries

A fair CRM tool but needs some improvement

Vantagens:

1. Good UI 2. Works in less bandwidth 3. Easy to operate 4. Flexible product team

Desvantagens:

1. Relatively expensive 2. App is not optimised 3. Should work according to clients’ workspace/ availability 4. Should have AI integration

Great product with great customer service

Comentários: It has been fantastic. Not one single issue.

Vantagens:

Once the system is customized for you, it is really easy to use.

Desvantagens:

The time it takes to customize it for me.

Customized for our industry (awesome) but not always easy to move around

Vantagens:

As the title suggests, we've been using Insightly for a bit and we picked it because it was one of the few CRM systems that actually has different versions based on the type of organization/business that is using it. That makes the task management function perfect for us.

Desvantagens:

It's a great bargain for us for a full system, but we're really only using it for task management at this point. We've not expanded our use of it much because much of the functionality seems counterintuitive. We need to explore and we're a growing company and we don't have much exploration time!

The CRM that has given me full control of my sales and customers

Comentários: Since I started using it, it has been an invaluable tool for managing all my business activities and processes. The intuitive and easy-to-use interface makes it a breeze to organize and access my contacts, leads, and tasks. I love being able to customize the CRM to my needs and follow the entire customer lifecycle from start to finish.

Vantagens:

What I like the most is its ease of use and its ability to adapt to my ever-changing business needs. With this platform, I can organize and manage all my contacts, leads, and tasks in one place efficiently. I also love its ability to integrate with other tools like email and marketing automation, saving me time and increasing my productivity.

Desvantagens:

Although overall I am very satisfied, there is one small thing that I would like to mention as a negative. I have sometimes experienced slow load times when working with large volumes of data or using more complex CRM features. Although this doesn't happen often, it can be a bit frustrating when I need to quickly access some information or complete an urgent task.

Insightly, makes me happy!

Vantagens:

It is easy to navigate. Easy to manage my task!

Desvantagens:

Sometimes it logs me out, out of nowhere

Gaining Insight through your CRM using Insightly

Vantagens:

I like the ability to customize the platform as the user and being able to get excellent customer support from the Insightly team.

Desvantagens:

There are limitations of features based on what product you are using and the cost jumps between products can be up to double the cost.

Insightly>Not just a CRM Tool but a Partnership

Comentários: The Insightly team are some of my favorite people. They are always willing to help and assist with the company objectives we are working on. In my opinion, customer service and support are key in any partnership and Insightly makes us feel valued and like we are partners. My experience with the tool and Insightly is absolutely a positive one!

Vantagens:

First, the simplicity of Insightly has been key in internal adoption of the tool for the company. Insightly is my go to tool for keeping my day planned with tasks. Secondly, the customization Insightly allows with the custom objects has really allowed a level of visibility within the company that we simply did not have prior to partnering with them. This tool is quickly becoming a key focus for the organization as it allows for the operational team to automate key operational processes which in turn increases quality, decreases risk, and decreases labor costs.

Desvantagens:

Expanding the automated workflow options would be of great value to organizations. Additionally, the limitation on page layout rules can be challenging. Making this unlimited would be a preference for the organization.

Insightly review

Comentários: Overall experience is not good as compared to Netsuite by Oracle or Salesforce.

Vantagens:

The software looks good, and easy to use.

Desvantagens:

The software stuck a lot when multiple users use at same time.Software stuck when we edit 2 things fastly and jumping to another option.When we upload leads most of the time leads upload twice which makes duplicate leads.There is no option of task reminder.There is no option of timing when the notes added at that particular date.

Great job

Comentários: The overall experience is amazing as it is very users friendly and easy to handle

Vantagens:

It’s very user friendly and very easy to edit any details also we can track and follow up with the help of the notification feature

Desvantagens:

At the time of updating any sales information it generates the same information twice

Customization and Flexibility

Vantagens:

Streamlining communication: Insightly helps to keep all customer interactions, emails, and calls in one central location, which allows for better communication between team members and customers.

Desvantagens:

complex analytics, or multi-channel messaging options may need to look beyond Insightly's capabilities.

Autocad Review

Comentários: I'm very satisfied on using the software. I'll definitely recommend this to other company.

Vantagens:

It's very accessible and easy to use. No need to do so much things just to use the software. And I couldn't imagine that we can make our jobs easier by using this software. I am very much grateful.

Desvantagens:

I know that every software has so much to improve. And I know Insightly has been working so much to improve but one thing of the cons is some of it has delays specially if there's some changes on info.

Casual user

Comentários: Feels like very hard work every time you use it.v

Vantagens:

The search function, to a point.I like that we have a CRM system.

Desvantagens:

It doesn't look good. The work flow is clunky. It's so beige. The graphical elements are uninspiring. It is not intuitive.

Operations Perspective

Comentários: Insightly worked overall for what we needed it to. Our most used were: pulling data, customer history, automated customer communication, and order management.

Vantagens:

As a small company, our operations department used Insightly to manage customer orders. We were all able to go in and view ETAs, ship dates, pricing, and quantities.

Desvantagens:

When we had new products or pricing, only the admin could revise these tasks.

I like Insightly

Vantagens:

I like the categories, sections, fields details options, user interface overall

Desvantagens:

Not working keyboard shortcuts really hurt my feelings :D

Insightly Review 3/6/2023

Comentários: good

Vantagens:

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!

Desvantagens:

Sometimes it breaks down when there is too much data in it

Insightly review

Vantagens:

Ease of use for tracking opportunities with potential customers

Desvantagens:

Sometimes refreshed in the middle of sending an email and will have to retype the entire thing.