Insightly Erfahrungen

A reliable and completely user-friendly tool with immense productivity.

Kommentare: 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.

Vorteile:

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.

Nachteile:

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.

Insightly developed to enhance our feeds

Kommentare: In my experience using Insightly, I haven't run into any serious issues. We used to utilize a strange CRM that was built out of sheets and required us to constantly switch between windows. Using Insightly, we can have all of our data in one place, neatly organized in custom fields. In my opinion, the project page may benefit from more fields in which to provide pertinent data.

Vorteile:

Insightly is how I keep track of all the initiatives we have in the works right now. The management of our company's 5,000+ open positions is a major challenge. Insightly makes it easy for us to keep track of all the moving parts, which would otherwise be difficult to do in a secure manner given the project's multi-stage nature.

Nachteile:

In most cases, the newly opened Org or Project tab doesn't take up more than half of my screen following a search. I can't figure out how to make the page larger. For some reason, the columns on the Relate and Activity tabs don't remember my saved column width. Every time I use it, I have to resize it.

A great customer relationship management system

Kommentare: Insightly is an excellent CRM that can compete with the best because of its thoroughness. It's helped us organize and keep track of data on a wide range of customers, and we've been using that data in innovative ways to propel sales and marketing efforts. Insightly gives you instant access to detailed information on all of your customers and the people who might need to be contacted to expand your client pipeline and boost your sales. We're happy with how it's been implemented in our business.

Vorteile:

Insightly is a top-notch customer relationship management tool that has dramatically improved how we interact with our clientele. Its ease of use and intuitive design have greatly aided my transition to this software. By centralizing and analyzing customer data, Insightly has helped us increase revenue, refine our marketing strategies, and better serve our clientele. Insightly's analytics and tracking features have been influential in assisting us in making well-informed choices regarding our advertising, marketing, and customer service efforts.

Nachteile:

First, it's not the cheapest software, but its reliability and speed more than makeup for the initial investment. However, it needs more tools to administer email marketing campaigns.

Useful & inexpensive CRM system for growing businesses

Kommentare: Overall is has been satisfactory although, some details that need improvement can turn things into a much better experience.

Vorteile:

It is easy to use and easy to navigate.It does not take much time to get used to all features and to understand how the features work.The best part of Insightly, is the customer support is very responsive and always follows up on requests.They also helped us all the way to achieve our goals as a company.

Nachteile:

Some parts of the software need more work and also new features like Service has too many glitches and some functions do not work properly even though have been revised and "fixed" many times.I wish it was more seamless to work with.

Insightly - We're Back Again

Kommentare: 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.

A fairly reasonable CRM for a small business

Kommentare: It's a fairly easy to use platform for a company who doesn't need the complexity, cost and extraneous functionality of something like Salesforce. However for some of the tasks we need it for, there are often gaps in the UI and areas where the documentation is severely lacking. The support team are slow and very unhelpful, often trying to push professional services rather than resolving issues.

Vorteile:

It's pretty easy to use for the most part so less technically able staff can use it with relatively few issues.

Nachteile:

The documentation is quite lacking and mostly quite outdated. Their support is extremely poor and is often used as leverage to sell professional services.

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.

a useful tool for project and customer management.

Kommentare: allows for efficient project and client management. I recommend Insightly to any professional who needs a comprehensive and easy-to-use management tool to improve productivity and efficiency in their work.

Vorteile:

I have used Insightly for several years and I can say that it is a very useful tool for project and customer management. The best thing about Insightly is its CRM (Customer Relationship Management) functionality that allows for end-to-end customer management, from customer acquisition to sales closure.The user interface is very intuitive and easy to use, which makes onboarding new team members quick and easy. In addition, the project tracking system is very efficient and allows complete control of deadlines and tasks. Integration with other productivity tools such as Google Drive and Mailchimp is also a major plus.

Nachteile:

Insightly has some limitations in terms of report customization and data visualization, which can be a stumbling block for those who need a more advanced visual presentation of data.

Project management and CRM with Insightly

Vorteile:

allows me to effectively manage all customer interactions, prospecting and retention. With Insightly I also track business opportunities and sales leads.

Nachteile:

Insightly's paid plans are expensive. The basic version of Insightly has limited customization options. Available integrations are limited compared to other CRM solutions.

It does the job but there is possibly better out there

Vorteile:

The task and project management works well (even though it could be improved upon).

Nachteile:

As a dedicated CRM system I feel it’s not the softwares strongest element. There is definitely better out there but as a joint package it makes up for its flaws.

Scalable CRM platform for businesses of all sizes

Kommentare: Insightly has been a beneficial addition to our sales and marketing efforts allowing us to easily store our contacts, leads, and projects in one platform.

Vorteile:

I really like how Insightly can be customized and scaled to fit the needs of the business. We are a mid size company and other CRMs were too robust and complicated. Insightly is just right.

Nachteile:

I think it is kind of expensive per user. I would like to see a lower monthly cost per user.

Very easy to use and love the to-do list!

Kommentare: I like this program. I really do. I mean, that to-do list is so handy not only in theory but also in practice. The features make the program so easy to use and the fact that there is support on hand to explain any issues that the training videos did not cover is such a big bonus. We’ve had times during training where we were unsure of the functions, but one quick call to support cleared everything up. We feel like pros! However, the cost almost negates the good features. We are a small business and it’s difficult to justify the cost when there are so many cheaper or free CRMs available. Maybe they’ll come out with a small business version that isn’t quite as expensive but has the features you need to run your day-to-day tasks.

Vorteile:

I absolutely love the to-do list. It makes it so much easier to assign tasks to my employees. I always prefer to have tasks written down to verbal tasks, so this program helps so much in that aspect. I also really like the clean, efficient look to this program. It makes it very easy to use and is not as cluttered as other similar programs. I loved the training videos that helped my employees learn the ins and outs of the program. The fact that there is tech support readily available is also a plus. I hate having only email or only phone support available, but Insightly has both!

Nachteile:

It’s rather pricey. The free version does not provide all of the features that make this product worthwhile over the competitors’. To get all of the features, you have to pay more, which makes sense, just not for small business owners. The fact that a higher plan is required to forward emails is a big minus. It’s something that almost all businesses need but paying the amount for the professional version is not necessarily a cost that can be justified. I believe that if this program were a little bit less expensive it would be more useful for small and new businesses.

OMG!!!

Kommentare: My business wouldn't run without it. I have too much to keep track of and it now stays all in one place.

Vorteile:

Everything! There is so much here that makes things so much more organized! I have a virtual assistant that keeps it updated and I just roll through every day and continue with the projects. I'm in the field and upload pictures in real time that tie together. Projects run smoothly with all of the contact info for all of my subcontractors is right there in the project. My favorite feature is that insightly creates a unique email for every entry and I can CC: that email address whenever I email a client or subcontractor and it automatically stores under that entry. I can link projects to contacts and files and notes, and organizations. I can't say enough about this software! Oh yeah, automations and auto creation of tasks based on stages in the project. I create activity sets that automatically create and assign tasks with start dates and due dates with the click of a button. SUCH A TIME SAVER! Integration with my Google Drive, integration with my calendar, integration with my Quickbooks, integration with...... ..... ......

Nachteile:

It has so much to offer that it can be a bit overwhelming to set up, but they offer a setup service. It works just great.

Nothing but trouble since March revisions

Vorteile:

Easy to find videos on how to update/organize general sections. Everything is pretty self-explanatory so heavy training was not needed when I first joined the company using this CRM.

Nachteile:

Slow and very unhelpful customer service. Extremely poor functionality, navigation, and organization. Many bugs.... Then a severe lack of help in fixing said bugs. There is no number to call, and if you need help you can only speak with a general customer support member by scheduling a call, and only after expressing dissatisfaction, you are never put in touch with the technical team. I don't have the time nor willingness to become Insightly's tester by constantly reporting new issues, which then are either slowly to never resolved. There have been so many issues since the March updates, our website and other tools don't function properly because fields were renamed. Renaming and deleting tags rarely works, or you have to do so a few times in order for it to stick. Writing notes or emails - you can't bold, italic, or cross out text nor backspace/delete normal (screenshots already provided). My manual labor has increased ridiculously, and frustrations rise every time a new bug is found since the old ones are still an issue. It's hard to create proper reports since contacts/opportunities are separate items. There is no one to call to walk you through something if needed. I understand the price is lower, but I don't feel my company gets what it pays for anymore thanks to all these issues. I'm an extremely frustrated user... who is losing customers and gaining a lot of work and headaches thanks to this CRM.

Awful Customer Service Responses

Kommentare: I'm going to start this out by saying that I am the CMO for a SaaS company; one that builds a retail CRM. I am imminently qualified to speak on this particular subject. I did not subscribe to Insightly in the interest of that company (another I own), but I am more acutely aware of the challenges that these companies face, than most. Because of that, I'm also more likely to be more forgiving, in the event of a bug. That said, this may be one of the worst customer experiences that I've had in years. We faced a problem with spam coming in through Insightly's web form (as implemented on our Word Press website). Now, spam is not Insightly's problem, yet they build a tool designed for the collection of customer data, so it's a problem they're bound to have some experiences with. Per the company documentation instructions, we set up Google's reCaptcha (as is part of our best practices for building any new site) for controlling the problem. It didn't seem to be working, though. After further investigation by both our internal front an back end developers, we discovered that Insightly was not sending our token to Google for approval. When confronted with this information, multiple Insightly staff parroted back to me that it essentially wasn't their problem. When we pointed our customer service rep, Dan, to the insight.ly article which said at the bottom that you can add reCAPTCHA to a page to stop spam submissions, and he looked at that and said, "Well... We never PROMISED it would work." Seriously? When I asked to have their engineers speak to my developers to attempt to figure out what was going on here, we more or less got more of the same, from several different customer service reps. When sent proof of the mistake, we were again told that it was not Insightly's problem. We weren't asking for much. Developers make mistakes. It's okay. It happens. It was the absolute refusal to deal with a verified issue with their system that really left a bad taste in our mouths. As of today, we are still waiting for a response. Am giving it 24 more hours and we'll be taking our business elsewhere.

Vorteile:

Easy enough to use for small business owners, if you can see your way out of getting tons of unsolicited spam.

Nachteile:

Responsive customer service that doesn't seem well informed to deal with anything beyond the most basic of questions.

Great program that can sometimes be "An un-tappable resourse!

Kommentare: We are a small start-up company and have been using Insightly for about 5 months. I have used several more complex CRM's in the past. While I "Get" CRM and I like the program, there are enough questions to drive a user crazy! To wit:
When entering a phone number you have to insert the dashes. A minor point that gets frustrating very quickly!
One should be able to set a "Default Country." Entering United States every time gets tedious!
On other CRM programs, I can enter a contact once and, if there is another person from that same company, I can choose to retain the information and simply change the name and e-mail address. Not so with Insightly! You have to re-enter ALL of the info for each contact!
Upon entering the program, Insightly proudly announces that they have teamed-up with "Microsoft One drive" and Google "Whatever." I'm older but not that far gone, yet I haven't a CLUE as to what these programs are and how to use them!
Finally, the big frustration:
How does a task differ from an event differ from a meeting differ from notes?
Now, don't get me wrong, the Insightly team always returns my e-mail questions promptly but, how many times can I do that in one day? There really needs to be a manual (not videos!) for this stuff!
I looked for an "Insightly For Dummies" book on Amazon but there isn't one. This CRM is obviously geared towards twenty-something's and not us older folks.. And yet, we outnumber them and in many cases make more $$$ than them! Are you listening Insightly?

Vorteile:

Inexpensive with basic functions that are easy to use

Nachteile:

No easy way to get answers to questions

An Affordable CRM with Limited Features for Advanced Users

Vorteile:

Affordable: Insightly is a cost-effective CRM platform, making it a great choice for small businesses or startups with limited budgets.Easy to Use: Insightly is user-friendly, with an intuitive interface that allows users to quickly navigate the platform and manage their data. The drag-and-drop dashboard makes it easy to customize the platform to fit users' specific needs.Integration: Insightly integrates with a wide range of other tools and platforms, such as G Suite, Microsoft Office, and QuickBooks. This makes it easy to integrate sales and customer data with other business processes.Customization: Insightly allows users to customize their CRM with branding elements such as logos, fonts, and colors. This helps to create a consistent brand experience for customers.Collaboration: Insightly is a great collaborative tool, allowing multiple team members to work on the same data simultaneously. It also offers features such as task assignments and email notifications to streamline collaboration.

Nachteile:

Limited Features: While Insightly is a great CRM platform, it's somewhat limited in terms of advanced features. For example, it doesn't provide advanced automation or reporting capabilities.Customer Support: Insightly's customer support can be slow to respond to issues or questions, which can be frustrating for users who need timely assistance.Learning Curve: While Insightly is easy to use, there is still a learning curve, particularly for users who are new to CRM platforms. Some users may find the initial setup and configuration process to be challenging.Security Concerns: Insightly stores sensitive business data, such as financial information and customer data. This can raise security concerns for some users, particularly those who handle highly sensitive data.Scalability: Insightly may not be the best choice for businesses that are rapidly growing or have complex sales processes. It may not be able to handle large volumes of data or advanced sales workflows.

Easy to implement and it's very affordable

Kommentare: Keeps thing organized, the price is right.

Vorteile:

We've been using it for 5 years. Small Retail online/brick mortar for customer follow up. 3 users, it makes it easy to follow and get updates about tasks. the gadget that interfaces with gmail is convenient.

Nachteile:

My staff that are in their 20's say the new UI is confusing and harder to use, so we stay with the older UI. The side bar chrome extension was suppose to make things easy but after trying it for a month my staff avoids it. Customer service is mediocre , they only wanted to help if I were going to upgrade to a higher level. I wanted to fist resolve over 700 contact dups. They said I had to do it manually! Emailing - Bcc'ing insightly each time I send an email seems so old style. When I get a rely the email does not go into the same thread, seems to me that is standard now a days. I've been using it so long I know what it's missing so we take extra notes or have links from the email in the notes so other staff can see or find the thread.

my review

Kommentare: coordination of our efforts. we have raised our planning horizon to 2 or 3 weeks out. We do a significant amount of USPS mailings through the year, approx 15,000 letters. Insightly has ignored the problem and has left it up to us to plod our way through a process they could drastically reduce.

Vorteile:

Connectivity of all its functions. Speed of accessing data

Nachteile:

Too many pebbles in the shoe! They move on with the sizzle, but ignore the steak.

Move along, nothing to see here

Kommentare: I wish we had tested Insightly much more strenuously before proceeding with purchase of this software. I guess we just didn't know what we didn't know, and so when the linking issue (or non-linking issue) because glaringly apparent, we had already finished the trial period. We just (wrongly) assumed that a feature so integral to an effective customer relationship package would work!

Vorteile:

It has been convenient for our company's internal tracking of sales rep opportunity closes/losses. Also the reports are nicely customizable, so calculating commissions due is simplified for our small business.

Nachteile:

The complete absence of functional linking between emails, organizations, and individuals renders this "Contact Relationship" software a total bust. Technical support has know about the issue for well over a year, but it's not really a "priority" to them. They make lots of ineffectual suggestions, tossing the issue back in the lap of the end-user, but none of the "fixes" actually work. You must link all emails, manually, to each contact, organization, and opportunity, if you want to be assured of a linking relationship.

Great Software, Easy Too Use, Needs more Features

Kommentare: We were disorganized across a few methods of tracking individuals who engaged with our work. This helped us to centralize the information, and to function better as a staff. We did not need to re-invent the wheel with each new contact or program.

Vorteile:

The ease of use means a short learning curve when introducing it to new staff members. I specifically like the integration with Gmail to be able to add relevant connections from email with one click. Projects are a great way to track contacts and add comments and attachments to have all the relevant history of a specific project in one place.

Nachteile:

It is very sales driven, and works for that capacity. I was using it as a non-profit, tracking volunteers and donors, and so I needed to "back door" some of the features to work for my uses. I wish the tagging features had sub-tags to help sort a bit better without having so many top level groups of tags.

Decent CRM software

Kommentare: My overall experience with Insightly has been good, however, there are other really good CRM softwares that can do the same job or even a better job.

Vorteile:

Insightly offers a wide range of features to manage sales and marketing activities. It is user-friendly and easy to navigate. The software makes it really easy to navigate and track customer information.

Nachteile:

The software is a bit pricey compared to other similar services. In addition, it has some limitations for advanced customizations. Moreover, reports and analytics could be more advanced.

Good CRM for small business. Easy to use - Easy to import lists

Vorteile:

I've using Insightly for years. It is a very easy process to import prospect lists. Since I am the main user in my organization I've been able to use the basic functionality without needing the reporting and audit capabilities. Easy to cc outgoing mails to the prospect listing. Simplicity is the biggest benefit for Insightly. Anyone can import without needing IT support. Search function is incredibly simple. Setting follow up is a click and done.

Nachteile:

If I don't set up a next step or follow up for a prospect, it is easy to lose track of the prospect forever. I don't use the formal opportunity function as I found it easier to keep track of progress by setting unique follow up listings.

Insightly — Helpful and Informative

Kommentare: Insightly is a great tool for organizations to manage large amounts of data and clearly visualize their progress via reports. It requires a certain level of competency to use effectively (the number of folders and tabs can get overwhelming for the unitiated), but the program itself works great.

Vorteile:

I appreciate how Insightly easily allows us to organize large amounts of data, create clearly-readable reports, and allow each department to clearly see the progress of each individual project — synthesizing our results to maximize effectiveness.

Nachteile:

My only main issue with Insightly is the occasional lag that crops up from time to time. When updating a contact or re-organizing a report with additional contacts, it sometimes takes a while for the results to appear. Additionally, sometimes I'm randomly logged out, which momentarily breaks my focus.

Great CRM! Keep track of your contacts, leads, opportunities, and sold projects!

Kommentare: I use to be our lead intake manager and now I work in sales. I think that my overall experience with Insightly is great! A little hard to set it up but once you have everything in line it works just as it should!

Vorteile:

All in one data base for all information regarding clients, sales, operations, marketing, etc.

Nachteile:

It's a little bland and it's semi difficult to set up to work well for you. Once you've got everything dialed in though it works like a charm!