Insightly
Insightly
Über Insightly
Insightly bietet kleinen und mittleren Unternehmen aus diversen Branchen wie Fertigung, Beratung, Gesundheit, Wellness, Medien und anderen eine Customer-Relationship-Management-Software. Mit über 1,5 Millionen Nutzern weltweit ist Insightly die beliebteste CRM-Software der Welt.
Ein einfaches und dennoch leistungsstarkes CRM-System. Insightly wurde von Grund auf für die Verwaltung von Kundenbeziehungen entwickelt und stellt sicher, dass das, was verkauft wird, tatsächlich geliefert wird und die Erwartungen der Kunden übertrifft.
Insightly erweitert die Vorteile eines traditionellen CRM, indem alle wichtigen Produktfunktionen in eine Customer-Relationship-Plattform eingebunden werden, mit der du in jeder Phase des Customer Lifecycle relevante und aussagekräftige Interaktionen durchführen kannst – von der ersten E-Mail an und darüber hinaus.
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- Branche: Transport/Güterfrachtverkehr/Schienenverkehr
- Unternehmensgröße: 11–50 Mitarbeiter
- Täglich für Mehr als 1 Jahr genutzt
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Quelle der Bewertung
Gesamtbewertung
- Preis-Leistungs-Verhältnis
- Bedienkomfort
- Kundenbetreuung
- Weiterempfehlungsquote 10.0 /10
Highly customizable and advanced CRM tool with easy to navigate features.
Bewertet am 30.7.2019
Insightly , no doubt have been a great addition to our tools for perfect customer relation...
Insightly , no doubt have been a great addition to our tools for perfect customer relation management. We can track customers, mails and leads and project at an in-expensive subscription providing us with great and handy features.
Vorteile
Insightly CRM has the most intimidating interface with easy to understand and quite productive features. It is a perfect tool for the customer relation for mid-size and small organizations. We can easily customize the tool in order to get it properly synchronized with our working and requirements.
Nachteile
From the initial look, it is not very much professional but rather seems to be a visually appealing tool. The integration with the other tool is also not so easy and reliable and affects the overall performance. The project collaboration tools also gives me a tough time so there needs to be some improvements required.
Antwort von Insightly
Thanks so much for your kind note, Mathew. At Insightly we work hard to make sure our customers have a great experience with our platform and are able to build lasting relationships with their own customers. Your feedback means a world to us and inspires us to keep up the good work. Cheers, the Insightly team.
I'm more than happy to help review your integration concern. Integrations shouldn't slow the system down.
- Branche: Bau
- Unternehmensgröße: 11–50 Mitarbeiter
- Täglich für Mehr als 2 Jahre genutzt
-
Quelle der Bewertung
Gesamtbewertung
- Preis-Leistungs-Verhältnis
- Bedienkomfort
- Kundenbetreuung
- Weiterempfehlungsquote 10.0 /10
Insightly - We're Back Again
Bewertet am 8.3.2023
We love Insightly and have solved the major issue of project management as well as integration with...
We love Insightly and have solved the major issue of project management as well as integration with Quickbooks so we can have a high level overview of each project, opportunity, and where we are with the quickbooks billing. It saves us a lot of time and removes a lot of human error in our processes as well.
Vorteile
The ease of tracking multiple types of projects and stages of the project and the visibility of each project's status. We tried Hubspot for two years and came back with Insightly as it was so much better to use.
Nachteile
The marketing function, and the products, pricebooks, and quotes could use some additional features compared to their competition. They aren't as easy to use and can be clunky at times.
In Betracht gezogene Alternativen
Salesforce Sales CloudWarum Insightly gewählt wurde
We had been with Insightly for three years, then switched to husbpot before all the new marketing features were released in Insightly. After the person left who had us make the switch to Hubspot, we went back to Insightly and questioned why we ever left.Zuvor genutzte Software
HubSpot Marketing Hub, HubSpot Sales Hub, HubSpot CRM und HubSpot Service HubGründe für den Wechsel zu Insightly
Insightly was easier to use, we knew how it worked and our team who is not as technologically advanced was able to pick up and use the system very easily with limited training.
- Branche: Unterhaltung
- Täglich für Mehr als 1 Jahr genutzt
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Quelle der Bewertung
Gesamtbewertung
- Preis-Leistungs-Verhältnis
- Bedienkomfort
- Kundenbetreuung
- 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...
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?
- Branche: Bau
- Unternehmensgröße: 201–500 Mitarbeiter
- Täglich für Mehr als 2 Jahre genutzt
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Quelle der Bewertung
Gesamtbewertung
- Bedienkomfort
- Kundenbetreuung
- Weiterempfehlungsquote 7.0 /10
Insightly is good, but there are better CRMs out there
Bewertet am 30.5.2024
Insightly is great a simple every day tasks, but does not handle complexity very well.
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.
- Branche: Non-Profit-Organisation Management
- Unternehmensgröße: 2–10 Mitarbeiter
- Täglich für Mehr als 2 Jahre genutzt
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Quelle der Bewertung
Gesamtbewertung
- Preis-Leistungs-Verhältnis
- Bedienkomfort
- Kundenbetreuung
- Weiterempfehlungsquote 10.0 /10
8- year customer still finding ways insightly can improve our efficencies
Bewertet am 20.10.2022
Insightly has replaced our Outlook contact lists entirely. It also manages and tracks our teams...
Insightly has replaced our Outlook contact lists entirely. It also manages and tracks our teams progress on projects, events, and programs much better than using spreadsheets or other options we looked at.
Vorteile
CRM and contact management is fantastic. Our entire team has the mobile app and we can update info on the fly and everyone gets it at the same time. We use the Project Management tool daily to track and organize our work in a variety of areas. Pipelines ensure we don't miss any steps in our standardized processes.
Nachteile
The learning curve was steeper than we expected. With customer support's help (which has been very good) we are now in a place where the software is saving us time and continually making our work more efficient.
In Betracht gezogene Alternativen
Zoho CRM, Blackbaud Raiser's Edge NXT, Bloomerang, Salesforce Sales Cloud, Basecamp und HubSpot CRMGründe für den Wechsel zu Insightly
The seamless integration of the CRM part of the tool with with tracking our work in other areas such as projects, events, programs, workshops, etc.. in the project management part of the tool.Insightly Häufig gestellte Fragen
Weiter unter folgen häufig gestellte Fragen über Insightly.F. Welche Preispläne bietet Insightly an?
Insightly bietet folgende Kostenpläne an:
- Ab: $ 29,00/Monat
- Preismodell: Abonnement
- Gratis Testen: Verfügbar
F. Wer sind die typischen Nutzer von Insightly?
Insightly hat die folgenden typischen Kunden:
Selbstständig, 2–10, 11–50, 51–200, 201–500, 501–1 000, 1 001–5 000
F: Welche Sprachen werden von Insightly unterstützt?
Insightly unterstützt die folgenden Sprachen:
Englisch, Französisch, Portugiesisch, Spanisch
F. Unterstützt Insightly mobile Geräte?
Insightly unterstützt die folgenden Geräte:
Android (mobil), iPhone (mobil), iPad (mobil)
F. Mit welchen anderen Applikationen integriert Insightly?
Insightly kann in folgende Anwendungen integriert werden:
123FormBuilder, ActiveCampaign, ActiveDEMAND, Acuity Scheduling, Aircall, AnyMeeting, Asana, Automate.io, Benchmark Email, Bidsketch, BookingSync, Box, Brevo, CallRail, Campaign Monitor by Marigold, Chargebee, Clio, ConnectWise PSA, Constant Contact, Contactually, Cyclr, Dasheroo, Debitoor, Delivra, Direct Mail, DirectIQ Email Marketing, Dotdigital, Drip, Dropbox Business, EZ Texting, Emma by Marigold, Everhour, Evernote Teams, Formstack Forms, FreeAgent, FreshBooks, Front, FullContact, GetResponse, Gmail, Google Calendar, Google Contacts, Google Drive, Google Forms, Google Workspace, Gravity Forms, Groove, Help Scout, HubSpot CRM, Hubstaff, INinbox, Ignition, Intercom, Jotform, Kanban Tool, Kantata, Keap, Kissflow Digital Workplace, Kixie PowerCall, Kustomer, Lead Gen & CRM (formerly SharpSpring), Lead Liaison, LiquidPlanner, Mad Mimi, MailUp, Mailchimp, MailerLite, Marketo Engage, Membrain, Meta for Business, Microsoft 365, Microsoft Outlook, Microsoft Power BI, Mojo Helpdesk, Myphoner, OmniFocus, OnceHub, OneDrive, Operations Hub, Outreach, PandaDoc, PersistIQ, Podio, Process Street, Proposable, Proposify, Pure Chat, QuickBooks Online, Quote Roller, Quotient, Recurly, Reply, Robly, Sage Business Cloud, Salesforce Marketing Cloud Account Engagement, SalesforceIQ, SendGrid, ServiceM8, Setmore, Shopify, Sign In Scheduling, Slack, Slemma, Stripe, SugarCRM, SupportBee, Teamwork Desk, Teamwork.com, TimeCamp, Todoist, Toky, Toodledo, TractionNext, Trello, Typeform, Wave, WebMerge, Wishpond, Wufoo, Xero, YouCanBook.me, Zapier, Zendesk Sell, Zendesk Suite, Zoho Books, Zoho CRM, Zoho Invoice, dotloop, noCRM.io
F. Welche Varianten der Kundenbetreuung bietet Insightly an?
Insightly bietet folgende Optionen für Kundensupport:
E-Mail/Helpdesk, FAQ/Forum, Wissensdatenbank, Telefon-Support, Chat
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