Insightly

Das CRM für das, was man am meisten schätzt: Life. Time. Customers.

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4,0 /5
(626)
Preis-Leistungs-Verhältnis
4,0/5
Funktionen
3,9/5
Bedienkomfort
4,0/5
Kundenbetreuung
3,8/5

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626 Bewertungen

Tracey
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  • Täglich für Mehr als 2 Jahre genutzt
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  • Weiterempfehlungsquote 10.0 /10

Insightly has awesome customer support and works well for a with 3 remote locations

Bewertet am 9.3.2018

Overall a good product. I would recommend starting with a list of what you need from software, then what you would like then a nice to have list. See how many ticks this software gets. Compare it to at least two pieces of other software of the same nature before making your final decision. This is what I recommend for any piece of software. Also, check out their own forums of customer support, and social media sites to see what other customers have had to say about the software.

Vorteile

It is easy to have three branches of a business integrated into insightly in a relatively seamless way. It takes the CRM and the Project management aspects of running a business into the cloud along with scheduling and solves a lot of problems for the business I set up who are still using it today. They have used customer support extensively and appreciate their dedication to the product.

Nachteile

Looking forward to better social media integration - this is currently not a real feature and something that our heavily social dependent business would really benefit from

Nezar
Gesamtbewertung
  • Branche: Personalbeschaffung & -besetzung
  • Unternehmensgröße: 51–200 Mitarbeiter
  • Täglich für Mehr als 2 Jahre genutzt
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  • Weiterempfehlungsquote 8.0 /10

Effective and Affordable

Bewertet am 25.7.2019

Overall for small or medium size sales organizations, this is a great vehicle to ensure all opportunities are documented and tracked. Scheduling follow up ensures that communication errors are mitigated and the email templates support marketing initiatives.

Vorteile

The software offers many free features that others charge. It is excellent for a small business on an operational budget but can easily enhance when necessary. Automated marketing email templates are effective and easy to use. The system also integrates well with other marketing products. The dashboard gives a snapshot of your sales opportunities and the user can customize.

Nachteile

Documenting phone call attempts and connects take too many steps. The Task portion is a bit complicated and again requires too many steps.

In Betracht gezogene Alternativen

Pipedrive, Nimble und Bitrix24

Gründe für den Wechsel zu Insightly

More enhanced features are included without additional costs.

Antwort von Insightly Übersetzen auf: Deutsch

Hi Nezar,
Thank you for the feedback!!!

Dave
Gesamtbewertung
  • Branche: Unterhaltung
  • Täglich für Mehr als 1 Jahr genutzt
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  • Weiterempfehlungsquote 0.0 /10

HORRIBLE experience with Insightly.

Bewertet am 14.4.2017

We've been looking around for a new system for the past few months. Insighly has a lot of great features but we've run into way too many problems using it.

Vorteile

* CRM and project management together in the same application

* Easy navigation between clients, leads, tasks, etc

* User-friendly interface

Nachteile

Far too many features are missing and it seems like Insightly just isn't in a hurry to make the necessary features available such as:

* Can't send HTML emails from within Insightly. It's 2016 -- HTML email has been around for a long time. It's so hard to believe that this isn't a priority for them.

* Can't PRINT any of the data from within Insightly. This is a necessary feature for our company (and I'd think for ANY company). What good can our data do for our company if it can't be printed out?

* There always seems to be some kind of bug with the Google calendar integration. Items appear as one date inside of Insightly and another date inside Google Calendar.

* Cost of service is ridiculously overpriced when compared to the basic functionality that is missing. Cost of $35/month per user means that it could cost us $350/month to migrate our team to Insightly -- we simply CAN NOT JUSTIFY SPENDING $4200 per year on a system that isn't fully functional.

* SLOW, SLOW, SLOW customer service / tech support. I reported an issue last September and I received a notification 7 months later that it has been resolved. Why do simple fixes take so long?

* They do NOT listen to what their customers want and instead choose to roll out new "features" that no one was asking for in the first place. We want HTML email and we want to be able to PRINT. Why is that so hard to do?

Rosalina
Gesamtbewertung
  • Branche: Versicherung
  • Unternehmensgröße: 2–10 Mitarbeiter
  • Täglich für Mehr als 1 Jahr genutzt
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  • Weiterempfehlungsquote 8.0 /10

Insightly Review: A Comprehensive CRM Solution for Your Business.

Bewertet am 2.3.2023

Generally, Insightly is a very much respected CRM programming that can be an important resource for organizations hoping to really deal with their associations with clients more. While there are a few possible disadvantages, for example, restricted revealing capacities and the expense of the product, numerous clients track down that Insightly's scope of elements, customization choices, and convenience make it a significant expansion to their tool compartment. Assuming that you are searching for a CRM programming that can assist you with smoothing out your business connections, Insightly is certainly worth considering.

Vorteile

Simple to utilize: Insightly has an instinctive point of interaction and is not difficult to learn and utilize, in any event, for colleagues with almost no involvement in CRM programming.Hearty highlights: Insightly offers a scope of elements that empower organizations to deal with their associations with clients, including contact the board, project the executives, and deals mechanization.Customization choices: Insightly offers a serious level of customization, permitting organizations to fit the product to meet their particular requirements.Mix: Insightly incorporates with an extensive variety of other business devices, including email, showcasing computerization, and venture the board programming.

Nachteile

Restricted detailing capacities: While Insightly gives some fundamental announcing and examination highlights, it may not be pretty much as vigorous as some other CRM programming choices.Cost: Insightly can be costly, especially for organizations that require progressed includes or have bigger groups.Expectation to learn and adapt: Similarly as with any CRM programming, there might be an expectation to learn and adapt for colleagues who are curious about the product or CRM best practices.Client care: A few clients generally disapprove of client care, especially around reaction times and the nature of help gave.

Michelle
Gesamtbewertung
  • Branche: Grundschul- & Sekundarbildung
  • Unternehmensgröße: 11–50 Mitarbeiter
  • Täglich für Mehr als 2 Jahre genutzt
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  • Weiterempfehlungsquote 10.0 /10

Allows us to grow into our needs

Bewertet am 11.10.2022

Great! It suits our needs perfectly.

Vorteile

It can be used in simple form or allows us to enable more features as our needs grow.

Nachteile

There are certain limitations with customizability, but Insightly often addresses these and rolls out features updates.

In Betracht gezogene Alternativen

Zoho CRM und HubSpot CRM

Warum Insightly gewählt wurde

Cardscan was outdated and no longer able to flex to our needs

Gründe für den Wechsel zu Insightly

Since we don't use a traditional sales pipeline, insightly's system allowed us to either utilize or not utilize certain features. All other systems continued to push us into a traditional sales pipeline process.
Jaysen
Gesamtbewertung
  • Branche: Hochschulbildung
  • Unternehmensgröße: 501–1 000 Mitarbeiter
  • Wöchentlich für Mehr als 2 Jahre genutzt
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  • Weiterempfehlungsquote 10.0 /10

Great easy to use CRM

Bewertet am 11.10.2022

Overall the company is very responsive to suggestions and fast with technical support. The price is better than some other larger CRM platforms out there. For a small to medium sized organization this enables you to focus on your business and not on tons of technical resources to support.

Vorteile

Unlike some CRM platforms that require robust training or certifications to customize to meet your business needs, Insightly is very easy to use platform. Implementation is a breeze with customer success managers who dive in to help understand your business and how the platform can be leveraged.

Nachteile

They are a great company to work with for your CRM and business needs.

In Betracht gezogene Alternativen

Salesforce Platform

Gründe für den Wechsel zu Insightly

The price. Ease of implementation. The Insightly team was always able to help with any questions. Setup and Billing is very easy.
Priyansh
Gesamtbewertung
  • Branche: Animation
  • Unternehmensgröße: 2–10 Mitarbeiter
  • Wöchentlich für 6-12 Monate genutzt
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  • Weiterempfehlungsquote 8.0 /10

A versatile CRM that delivers on its promises!

Bewertet am 6.2.2023

Because of its adaptability, integration possibilities, and user-friendly design, the CRM is an invaluable tool for every small business owner. While there are certain disadvantages, they are surpassed by the platform's virtues. Overall, I would strongly suggest Insightly to any small business owner seeking for a dependable, adaptable CRM system.

Vorteile

I recently had the opportunity to use Insightly and I must say, I was thoroughly impressed with the CRM's performance. After evaluating several competitors, I chose Insightly for its versatility and seamless integration capabilities. One of the most significant advantages of it is its versatility. It offers a wide range of features, including project management, email marketing, and lead management. This versatility makes it easier for me and my team to manage different aspects of our business in one place. We were also able to seamlessly integrate it with various third-party tools, including Google Apps and Zapier, to streamline our workflow. Additionally, it also provides robust reporting and analytics capabilities that enable us to monitor our business performance and make data-driven decisions.

Nachteile

Its limited customising choices is one of the drawbacks. I wish I had had more influence over the look and feel of the platform as a small company owner. Insightly's lack of support for mobile devices is another drawback. Users that need to access their data while on the go may find it troublesome as the platform lacks a specific mobile app. I also saw a lack of assistance and support services on the platform. Although Insightly does provide online assistance, I would have liked to have seen more substantial tools like video lessons and live support.

Verifizierter Rezensent
Gesamtbewertung
  • Branche: Verpackung und Container
  • Unternehmensgröße: 51–200 Mitarbeiter
  • Täglich für Mehr als 2 Jahre genutzt
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  • Bedienkomfort
  • Weiterempfehlungsquote 8.0 /10

Great economical CRM with custom automations and 3rd party integration

Bewertet am 11.3.2023

Overall fairly good. Took our business a while to optimize and customize the experience for our enterprise.

Vorteile

Custom automations, 3rd party integration

Nachteile

Last of a robust phone system integration and the last of a prospecting module

Colleen
Gesamtbewertung
  • Branche: Pharmazeutika
  • Unternehmensgröße: 51–200 Mitarbeiter
  • Täglich für Mehr als 2 Jahre genutzt
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  • Weiterempfehlungsquote 3.0 /10

Okay for the basics

Bewertet am 24.10.2022

Vorteile

Its a very basic CRM to keep track of information

Nachteile

The search feature is unbearable to use. There is limited capabilities for working with multilocation groups. Lead management is difficult because its hard to stay organized in insightly compared to Salesforce

jeff
Gesamtbewertung
  • Branche: Personalwesen
  • Unternehmensgröße: 11–50 Mitarbeiter
  • Monatlich für Mehr als 1 Jahr genutzt
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  • Weiterempfehlungsquote 7.0 /10

Review

Bewertet am 13.3.2023

My experience has been find. There have been no bad experiences, but nothing superb or awe-inspiring either.

Vorteile

it's a good, cost effective CRM option for small business.

Nachteile

It is somewhat limited due to it being a smaller, lesser know CRM.

Verifizierter Rezensent
Gesamtbewertung
  • Branche: Professionelles Training & Coaching
  • Unternehmensgröße: 11–50 Mitarbeiter
  • Täglich für 6-12 Monate genutzt
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  • Weiterempfehlungsquote 9.0 /10

Gaining Insight through your CRM using Insightly

Bewertet am 10.3.2023

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.

Melissa
Gesamtbewertung
  • Branche: Unternehmensberatung
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Gesamtbewertung

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  • Weiterempfehlungsquote 8.0 /10

Insightly: The Sports Car of CRM's

Bewertet am 29.4.2015

Vorteile

Having worked with clients using a variety of CRM’s we’ve seen the good, the bad, and the ugly. I often times refer to insightly as the sports car of CRM’s because it allows companies to manage sales, contacts, projects, opportunities and client fulfillment in a very clean, efficient and user-friendly way. Some of the features I love best are their pipelines and activity sets. For companies that are managing lots of clients at different stages of fulfillment, Insightly’s pipeline feature helps all the players involved know exactly what they need to do and when.

The client profile makes it easy for me to link contacts to organizations or note other important relationships. The ability to save my email communication and related tasks to a contact has become an essential part of how we use Insightly and it’s intuitive ability to save any attached files I send is another feature I love.

Other favorite features are their mass emailing tool within the CRM. I can send a personalized email to a group of clients without having to write individual emails. A task management feature that allows me to see on one screen what I’m working on for each of my clients and in all areas of my business. With one click I can see what each of my employees is working on, what’s been done. You can create custom tagging systems to easily sort and find clients in your database. In one place see all of the projects you’re currently working on and where they are in the process of completion. Insightly’s Gmail gadget makes it easy to assign tasks, create projects, save emails, add or update contact email easily from within your email. No more switching back and forth from program to program. Insightly University provides a good training source for new users in addition to their highly responsive customer service team. I also have to mention all the strategic partnerships that makes using Insightly with other programs really seamless. For example, Mailchimp, evernote, DropBox and Google Apps for Business to name a few.

Sure, there are lots bigger more robust CRM’s out there, but I don’t want to drive a Mack truck every day. I like my sports car. :)

Nachteile

Insightly's calendar doesn't work for me, but I use google calendar and haven't missed it. I wish you could customize what you want to see on the home page. Right now it's just a running list of the activity on your accounts, but not super helpful in my opinion. Right now you have to manually advance pipelines. It would be nice to set them to advance to the next stage once all the activity sets are complete.

Austin
Gesamtbewertung
  • Branche: Marketing & Werbung
  • Unternehmensgröße: 11–50 Mitarbeiter
  • Täglich für Mehr als 1 Jahr genutzt
  • Quelle der Bewertung

Gesamtbewertung

  • Bedienkomfort
  • Weiterempfehlungsquote 6.0 /10

Constantly Evolving CRM

Bewertet am 3.6.2021

My company switched from Salesforce to Insightly due to Salesforce's high-pressured sales people and lack of being customer-focused. Insightly is a lot better at this and really tries to develop a connection with their clients. For the most part, Insightly has most of what you would expect out of a CRM. As a developer though, I often get ask to add functionality into Insightly and a lot of times there are things that simply can't be done due to system limitations.

Vorteile

What I like most about Insightly is its simplicity. It's rather easy to get up and going with it. It's also easy to train new users on the system.

Nachteile

I find that Insightly hasn't fully developed their developer-centric features. I do have to say though that they are always working on improving in this area, but coming from a Salesforce background I find that there is quite a bit lacking. In Insightly's defense, they simply haven't been around long enough or had enough time to build up to the technical capabilities that something like Salesforce has.

Amber
Gesamtbewertung
  • Branche: Versorgungsunternehmen
  • Unternehmensgröße: 51–200 Mitarbeiter
  • Täglich für Mehr als 2 Jahre genutzt
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  • Weiterempfehlungsquote 10.0 /10

Insightly>Not just a CRM Tool but a Partnership

Bewertet am 3.3.2023

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.

Clayton
Gesamtbewertung
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  • Weiterempfehlungsquote 4.0 /10

Google Sync Does Not Work

Bewertet am 20.8.2016

Google Sync does not work for events. If you enable it historic events disappear from insightly. If you need to know who attended events (meetings, seminars, courses, etc) in the past then this is pretty serious. We've reported it to support and they've told us it has been fixed twice. It has not.

You can also not export / import events records.

We also find insightly slow to load. This is presumably because we are based in the UK.

Vorteile

It's relatively easy to use and good if you are a startup / small uncomplicated business. The google mail integration and auto contact creation is a real time saver.

Nachteile

Google Sync does not work as advertised. You cannot export / import event data.
Insightly feels slow. Expensive for what you get.

Antwort von Insightly Übersetzen auf: Deutsch

Sorry that Google contact sync is not meeting your expectations. We offer Google contact sync and Google calendar sync:

https://support.insight.ly/hc/en-us/articles/204061564-Setting-up-Google-Contacts-sync

https://support.insight.ly/hc/en-us/articles/204061034-Syncing-Insightly-with-Google-or-Microsoft-Exchange-calendars

Typically with sync functionality you can't import data into the process. Feel free to send your support ticket number to [email protected] and we can look into your ticket/request with our support team.

If you feel that our pricing is too expensive, feel free to use our free account - there's never a better price than free!

Jason
Gesamtbewertung
  • Branche: Paket- & Frachtlieferung
  • Unternehmensgröße: 51–200 Mitarbeiter
  • Täglich für 6-12 Monate genutzt
  • Quelle der Bewertung

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  • Weiterempfehlungsquote 9.0 /10

Best CRM

Bewertet am 13.3.2023

Vorteile

Very customizable and able to tailor the platform to fit the needs of sales. Straightforward pipelines. Lead/contact management is crucial to our business, and this platform helps store them in one spot which can easily be looked up. Email leads/contacts straight from the platform with pre-written messages.

Nachteile

The email notification about tasks being updated or changed could be cleaned up. 3 seperate emails for someone updating a task, the pipeline moving to a different stage, and a new task for me. Would like this to be more simplified, especially if someone uploads a file into my opportunities - too many email notifications to sort through.

Krystal
Gesamtbewertung
  • Branche: Medienproduktion
  • Unternehmensgröße: 2–10 Mitarbeiter
  • Täglich für Mehr als 2 Jahre genutzt
  • Quelle der Bewertung

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  • Weiterempfehlungsquote 9.0 /10

Insightly is a CRM with a very clean interface that is easy to navigate

Bewertet am 18.2.2020

Insightly is my favorite CRM. I love the app version, and I am able to connect Insightly with other apps. It offers great value for the product, and customer support is good, and responsive.

Vorteile

I love Insightly because it has a clean look that is easy on the eyes, and it is a very intuitive CRM, unlike many others that can overwhelm or be confusing.

Nachteile

Hard to think of many drawbacks with this CRM. Sometimes I wish the community pages and discussion boards were more lively.

John
Gesamtbewertung
  • Branche: Informationstechnologie & -dienste
  • Unternehmensgröße: 2–10 Mitarbeiter
  • Täglich für 6-12 Monate genutzt
  • Quelle der Bewertung

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  • Weiterempfehlungsquote 5.0 /10

CRM software that promises ease of use, but just can't seem to deliver

Bewertet am 10.6.2018

Insightly's CRM software has been essential for our sales reporting and tracking requirements.

Vorteile

The dashboard interface is convenient and graphically easy to navigate, and it is an attractive interface. Some of the sections are simple and understandable by anyone first using the software.

Nachteile

It is difficult to generate reports unless those reports have been pre-configured. To generate a new report requires a substantial amount of input in fields which are not easy to understand. Though the dashboard is easy to understand and navigate, many of the other opening pages are not. And it offers some very confusing pop-ups, such as in "Projects" it asks you to "Check out the Kanban view for projects" without explanation of what exactly the "Kanban" is. Additionally, if you enter a sales lead, it is very difficult to convert it to an "opportunity." Also, when you create a new contact and associate it with an existing company or account, you wold expect it to give you the option of importing the account's address and phone numbers to the new contact's fields -- but it doesn't, and you have to enter those again. Finally, I do wish there were more "help" menus (question marks) surrounding some of the entry fields that you could click for an instant explanation or guide.

Matt
Gesamtbewertung
  • Branche: Informationstechnologie & -dienste
  • Unternehmensgröße: 2–10 Mitarbeiter
  • Wöchentlich für Mehr als 1 Jahr genutzt
  • Quelle der Bewertung

Gesamtbewertung

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  • Weiterempfehlungsquote 10.0 /10

Insightly is the perfect CRM

Bewertet am 24.10.2022

We are a small business that is growing and Insightly has been there with us from almost the start. I have used a lot of CRMs in my career and honestly Insightly does everything the competition does (and more) with a much more reasonable price point. Insightly is very flexible and can really be built to manage the needs of a many different businesses across many different industries. We don't have any reason to look elsewhere and are very pleased with Insightly.

Vorteile

First of al, Insightly's price point is excellent. The value we receive in comparison to what we pay is awesome. I really like that I can change things on the fly as needed. There have been a few things I needed specifically that no CRM really had. The team at Insightly was able to find a solution that filled the gaps I had. Their on-boarding and customer success team has been great to work with and very helpful. We are growing and I have no reason to look elsewhere.

Nachteile

Sometimes I get overwhelmed with all of the items available to change. If I need to make a change, it can seem cumbersome and I may forget where to go. The only other thing I have to say is I wish more could have been setup during my implementation calls. I don't fault my Implementation Specialist for this and I know the purpose of those call were to make sure I could do it all myself.

Kevin
Gesamtbewertung
  • Branche: Unternehmensberatung
  • Unternehmensgröße: 2–10 Mitarbeiter
  • Täglich für 1-5 Monate genutzt
  • Quelle der Bewertung

Gesamtbewertung

  • Preis-Leistungs-Verhältnis
  • Bedienkomfort
  • Kundenbetreuung
  • Weiterempfehlungsquote 7.0 /10

Great Potential, Lack of Foresight

Bewertet am 8.10.2016

In general, the product is easy to learn and use. It has the potential to be great with just a few changes, but the programmers don't see the possibilities.

Vorteile

Great cost. Fairly powerful CRM system and reasonably intuitive to use.

Nachteile

Whenever you push events from your Google calendar to Insightly, the Insightly calendar makes it private with no display of time, so nobody else can see it. It just disappears for everyone else. Likewise, any event you put on Insightly marked private doesn't show on the calendar as busy. It just disappears for everyone else. So, this bug makes the calendar essentially useless for showing team member availability and for scheduling. It also prevents other scheduling app integrations from functioning properly.

Tasks are simply Events that don't have a start and end time. Events should act just like Tasks and be reported the same way. A simple solution is to scrap Events altogether and simply take the code used to create beginning and ending times on Events and apply that to Tasks as an option. The Task reports and all its functionality are great. Events is a little better, but generally poor. It's not needed if the features of Events are simply added to Tasks. This would make managing tasks and events in projects incredibly easy and much better than now. Right now, you have to use another program to manage simple workflows because this is so inadequate and inflexible. To fix this and make it far better only requires a couple of simple tweaks.

Project management is not great.

They haven't figured out the advantages of drag and drop.

Verifizierter Rezensent
Gesamtbewertung
  • Branche: Gewerbeimmobilien
  • Unternehmensgröße: 51–200 Mitarbeiter
  • Täglich für Mehr als 2 Jahre genutzt
  • Quelle der Bewertung

Gesamtbewertung

  • Preis-Leistungs-Verhältnis
  • Bedienkomfort
  • Kundenbetreuung
  • Weiterempfehlungsquote 5.0 /10

Wasn't right for our org, could be right for you.

Bewertet am 10.11.2020

Overall, the system is good for a smaller organization that is not putting large stresses on their CRM. We ultimately outgrew Insightly in many ways, and often overwhelmed the system with our integrations. Developing tools and processes internally to accommodate for this was less desirable than just moving to a new product.
Definitely worth considering for a smaller organization or one that fits neatly into Insightly's wheel house.

Vorteile

Insightly was highly customizable and for the price a very capable tool. Flexibility in terms of object and workflow customization. Very easy to connect to third party or self-developed integrations via API.
Loved being able to email to any specific record

Nachteile

API changes caused fatal errors in several of our integrations over the course of our time with Insightly.
User interface was never the prettiest

Verifizierter Rezensent
Gesamtbewertung
  • Branche: Architektur & Planung
  • Unternehmensgröße: 51–200 Mitarbeiter
  • Täglich für Mehr als 2 Jahre genutzt
  • Quelle der Bewertung

Gesamtbewertung

  • Preis-Leistungs-Verhältnis
  • Bedienkomfort
  • Kundenbetreuung
  • Weiterempfehlungsquote 0.0 /10

Support SUCKS

Bewertet am 4.1.2021

NEVER have I been satisfied and it is the clunkiest, most user-unfriendly, counter-intuitive POS I have ever dealt with.

Vorteile

Cloud-based - I liked the ability to use on my handheld.

Nachteile

So.Many.Bugs. For example, I just added another user. They billed me immediately with absolutely no explanation of review of costs or anything (it would be nice to have a "Proceed" button. They are absolute jerks. And then, I try to add that used and NOWHERE to be found is "System Setting: to add a new user. Help gave me the answer but it doesn't exist in the actual program. Its a nightmare. Tried twice to ask for support via their email support system - NADA. Called, and got "please use email" and then got hung up on. Needless to say, we're looking.

Phil
Gesamtbewertung
  • Branche: Rechtsberatung
  • Unternehmensgröße: 2–10 Mitarbeiter
  • Täglich für Mehr als 2 Jahre genutzt
  • Quelle der Bewertung

Gesamtbewertung

  • Preis-Leistungs-Verhältnis
  • Bedienkomfort
  • Kundenbetreuung
  • Weiterempfehlungsquote 10.0 /10

Great Product

Bewertet am 11.10.2022

So far fantastic.

Vorteile

It is really easy to customize to your needs.

Nachteile

Does not have accounting features, such as running invoices and integrating with quickbooks.

Rabab
Gesamtbewertung
  • Branche: Finanzdienstleistungen
  • Unternehmensgröße: 2–10 Mitarbeiter
  • Täglich für 6-12 Monate genutzt
  • Quelle der Bewertung

Gesamtbewertung

  • Preis-Leistungs-Verhältnis
  • Bedienkomfort
  • Weiterempfehlungsquote 5.0 /10

Great CRM for a Small Business

Bewertet am 6.1.2022

Insightly made it easy to manage our contacts from within Gmail and sync to other apps. We found it helped us boost the productivity of our team. However, in the end, it was too simple for our needs.

Vorteile

Insightly is easy to set up and quite intuitive even for new users.

Nachteile

It didn't offer the robust features that other more specialized CRMs offer so as much as we liked it, we had to shift to something with more options. The project management features were also less useful as compared to some of the other options we tried out.

Jennifer
Gesamtbewertung
  • Branche: E-Learning
  • Unternehmensgröße: 2–10 Mitarbeiter
  • Wöchentlich für Mehr als 2 Jahre genutzt
  • Quelle der Bewertung

Gesamtbewertung

  • Preis-Leistungs-Verhältnis
  • Bedienkomfort
  • Kundenbetreuung
  • Weiterempfehlungsquote 9.0 /10

Robust features - except reporting

Bewertet am 23.10.2018

I use Insightly for one of my companies. It meets most of my needs for that company, especially around understanding people's relationships to one another and in social media. I've also used the project management feature when managing group activities.

Vorteile

I really like how it tracks relationships among the records and makes it easy to pull a list using tags. It also has robust features like project management. Data entry is simple and I like the way it uses actions/tasks. And it is very awesome the way it manages social media account information.

Nachteile

I get frustrated with the poor report features and when I want to download and manipulate in Excel, I get all the tags in one field, so essentially I can view the tag list nicely online but I can't export that (for example to send an email to the group). I'm also frustrated with the limitations on standard contact information. I work with business people and while I start with employment contact, getting personal contact signifies a much deeper relationship. Not having standard personal contact info spots is troublesome.