Insightly

Excellent CRM

Kommentare: Our team’s experience with Insightly has been stellar

Vorteile:

Insightly is an exceptional CRM platform that allows sales, customer success teams to be efficient and collaborative. Reports and insights are easy to generate. It is perfect for small businesses

Nachteile:

Some features and functionalities with customizable fields are limited when compared to other CRMs

12 good years of using Insightly CRM

Kommentare: 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.

Vorteile:

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...

Nachteile:

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

Vorteile:

They offer sufficient customer support for setup and management

Nachteile:

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

Kommentare: 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.

Vorteile:

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.

Nachteile:

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

Kommentare: 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.

Vorteile:

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.

Nachteile:

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

A versatile CRM Tool

Kommentare: By centralizing customer data, communication history, and project details in one platform, Insightly eliminates the need for multiple disjointed systems, reducing the chances of information silos and miscommunication.

Vorteile:

Its intuitive user interface, making it easy for teams to adopt and use efficiently. The customizability of pipelines, dashboards, and reports enable users to tailor the system to their specific needs.

Nachteile:

The reporting and analytics tools to be less advanced compared to other CRM platforms, making it challenging to create highly customized or in-depth reports.

Insightly is good, but there are better CRMs out there

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

Vorteile:

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

Nachteile:

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

Vorteile:

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.

Nachteile:

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

App Connect

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

Vorteile:

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.

Nachteile:

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.

A fair CRM tool but needs some improvement

Vorteile:

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

Nachteile:

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

Insightly is Great!

Vorteile:

The visual simplicity and the ease of use for end users

Nachteile:

Ramp time to understand how to best use it to get what I want done.

Decent CRM with great features

Kommentare: I needed to have contacts online so that it would be possible from anywhere in the world to access, add notes and send notifications.

Vorteile:

It was one of my first contacts with CRM many years ago, I was delighted to be able to control all contacts centrally.

Nachteile:

To be honest, I stopped using it because I found it quite complex to use, in fact it was my first contact many years ago, who knows, maybe I'll try again now that I'm more advanced in CRM.

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

Vorteile:

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.

Nachteile:

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!

Insightly, makes me happy!

Vorteile:

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

Nachteile:

Sometimes it logs me out, out of nowhere

Gaining Insight through your CRM using Insightly

Vorteile:

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

Nachteile:

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

Kommentare: 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!

Vorteile:

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.

Nachteile:

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

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

Vorteile:

The software looks good, and easy to use.

Nachteile:

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

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

Vorteile:

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

Nachteile:

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

Customization and Flexibility

Vorteile:

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.

Nachteile:

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

Autocad Review

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

Vorteile:

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.

Nachteile:

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

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

Vorteile:

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

Nachteile:

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

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

Vorteile:

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.

Nachteile:

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

I like Insightly

Vorteile:

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

Nachteile:

Not working keyboard shortcuts really hurt my feelings :D

Insightly Review 3/6/2023

Kommentare: good

Vorteile:

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!

Nachteile:

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

Insightly review

Vorteile:

Ease of use for tracking opportunities with potential customers

Nachteile:

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