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Opiniones de Insightly

Sobre Insightly

La solución CRM para empresas en crecimiento para capturar nuevos negocios, rastrear la interacción postventa con el cliente y la entrega de proyectos.

Descubre más sobre Insightly

Puntos a favor:

Insightly is very user-friendly. With perfect minimalistic design, it still has everything you probably need for contact management.

Puntos en contra:

Hard to think of many drawbacks with this CRM.

Valoraciones de Insightly

Evaluación media

Facilidad de uso
4,0
Atención al cliente
3,8
Funcionalidades
3,9
Relación calidad-precio
4,0

Probabilidad de recomendación

7,5/10

Insightly tiene una valoración global de 4,0 estrellas sobre 5 según las 631 opiniones de usuarios de Capterra.

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Filtrar opiniones (631)

Mónica
Mónica
CEO en España
Usuario de Linkedin verificado
Marketing y publicidad, Trabajador autónomo
Ha utilizado el software durante: 1-5 meses
Fuente de la reseña

Alternativas consideradas:

Herramienta completa para gestión de ventas

5,0 hace 6 meses

Puntos a favor:

Lo puedes integrar con apps de uso diario como Gmail, mailchimp y outlook. Ofrece una variedad de herramientas para la gestión de proyectos, desde la creación de tareas y seguimiento de tiempo, hasta el establecimiento de objetivos y fechas límite. En este sentido es bastante completa. También automatiza procesos

Puntos en contra:

Me ha resultado difícil de aprender y un poco complicada. Te da muchos usos para personalizar y a veces es mejor que cuanto más simple sea, más efectiva para el uso diario.

Jenniffer
Emprendimiento en Ecuador
Ropa y moda, Trabajador autónomo
Ha utilizado el software durante: 6-12 meses
Fuente de la reseña

La mejor aplicación Insightly

5,0 hace 11 meses

Comentarios: La aplicación hasta ahora no tiene ninguna queja al contrario funciona de maravilla

Puntos a favor:

Que tiene funciones impactantes a más de eso es muy sencilla de utilizar

Puntos en contra:

No tengo quejas al respecto esta aplicación es una maravilla

Susan
Susan
Sr. Manager-Business Operations en EE. UU.
Usuario de Linkedin verificado
Tecnología y servicios de la información, 10.000+ empleados
Ha utilizado el software durante: Más de un año
Fuente de la reseña

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

5,0 hace 4 años

Comentarios: 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.

Puntos a favor:

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.

Puntos en contra:

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.

Respuesta de Insightly

hace 4 años

Hi Susan, Thank you for the feedback. The Chrome Extension you're talking about is actually sunset. Try the new Add-On. :)

Christina
Administrator en EE. UU.
Marketing y publicidad, 2-10 empleados
Ha utilizado el software durante: Más de un año
Fuente de la reseña

Insightly is a great CRM Tool

4,0 hace 2 meses Nuevo

Comentarios: Overall, the CRM product has been a great business tool for everyday use. I would certainly recommend it to a business if they can afford the price point.

Puntos a favor:

Insightly offers many products and features to be a one-stop-shop in the administrative world. It allows a company to keep all of their client information in one location and access quickly and easily. It allows emailing clients directly in the software as well as filing previously sent emails to a client.

Puntos en contra:

The way that some of the fields are set up, they are not made for quick editing, copying, etc. The phone number fields do not have an automated template, the number can be input anyway. The address fields, specifically state, do not have preset options and either can be an abbreviation or spelled out. It would be nice if these were preset so that it is uniform when printing reports, etc. Lastly, once you create a lead, even after converting to a contact, the lead still shows up when that specific client is searched for. It can be confusing when you need to click quickly.

Nathalie
Customer Care Manager en EE. UU.
Automoción, 2-10 empleados
Ha utilizado el software durante: Más de un año
Fuente de la reseña

Alternativas consideradas:

Useful & inexpensive CRM system for growing businesses

3,0 hace 7 meses

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

Puntos a favor:

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.

Puntos en contra:

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.

Jennifer
Jennifer
Vice President business development en EE. UU.
Usuario de Linkedin verificado
Seguros, 51-200 empleados
Ha utilizado el software durante: Más de un año
Fuente de la reseña

Alternativas consideradas:

Affordable CRM with the features you need

5,0 el mes pasado Nuevo

Comentarios: Has all the features a business needs like ease of use, robust reporting & customizations without the high cost that comes other well known CRMs

Puntos a favor:

The ease of onboarding & use. Ability to customize without having to use a developer

Puntos en contra:

Nothing. All the features we needed, Insightly has.

Denise
Denise
Marketing Specialist en EE. UU.
Usuario de Linkedin verificado
Marketing y publicidad, 201-500 empleados
Ha utilizado el software durante: Más de dos años
Fuente de la reseña

Insightly developed to enhance our feeds

4,0 el año pasado

Comentarios: 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.

Puntos a favor:

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.

Puntos en contra:

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.

Andrew
Andrew
Managing Director en RU
Usuario de Linkedin verificado
Software informático, 11-50 empleados
Ha utilizado el software durante: 6-12 meses
Fuente de la reseña

A fairly reasonable CRM for a small business

3,0 el año pasado

Comentarios: 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.

Puntos a favor:

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

Puntos en contra:

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

Respuesta de Insightly

el año pasado

Hello Andrew, Thanks for taking the time to review Insightly. While I'm glad you've had some success leveraging the CRM due to the price point and simplicity, I'm sorry to hear about your challenges with support and documentation. If you're willing, I'd love to gather more information about your specific case and see if there's anything we can do to help.

Kati
Business Development Specialist en EE. UU.
Seguros, 51-200 empleados
Ha utilizado el software durante: 6-12 meses
Fuente de la reseña

Alternativas consideradas:

A modern and easy to use CRM that will save you time and budget

5,0 el mes pasado Nuevo

Comentarios: We overall have been able to make many more sales because of the easy management of our opportunities. The system does a lot of work for us which gives us more time to sell and also makes sure we are providing professional service.

Puntos a favor:

The product is extremely easy to use and customize. The system is very smart and has many modern capabilities such as recognizing when there is an existing contact which in turn saves time and redundancies. Everything is very well connected together and the system makes links that show intel to grow off of.

Puntos en contra:

There are some minor glitches that can be fixed by refreshing the page but it does disrupt the flow. Pulling a report that connects multiple objects is also very tricky and sometimes impossible which then calls for a lot of manual work outside of the CRM that can be timely.

Anupam
Salea Executive en India
Productos farmacéuticos, 51-200 empleados
Ha utilizado el software durante: Más de un año
Fuente de la reseña

Alternativas consideradas:

Insightly review

2,0 hace 7 meses

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

Puntos a favor:

The software looks good, and easy to use.

Puntos en contra:

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.

Sai
Sai
Client Project Manager en EE. UU.
Usuario de Linkedin verificado
Internet, 51-200 empleados
Ha utilizado el software durante: 6-12 meses
Fuente de la reseña

Excellent CRM

5,0 hace 2 meses

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

Puntos a favor:

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

Puntos en contra:

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

Wil
Owner and Chief Creative Designer en EE. UU.
Marketing y publicidad, Trabajador autónomo
Ha utilizado el software durante: Más de dos años
Fuente de la reseña

Good software that does the job well.

4,0 el mes pasado Nuevo

Comentarios: It was the first CRM I used and I had a good experience using it.

Puntos a favor:

I liked how easier I could manage contacts and tag them for a variety of purposes. This was my main reason to use the software.

Puntos en contra:

As a solopreneur, I did not like that a lot of the features available didn't seem designed for me and I felt like I was paying for features I did not need.

Nezar
Sales Manager en EE. UU.
Empleo y contratación, 51-200 empleados
Ha utilizado el software durante: Más de dos años
Fuente de la reseña

Alternativas consideradas:

Effective and Affordable

4,0 hace 4 años

Comentarios: 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.

Puntos a favor:

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.

Puntos en contra:

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

Respuesta de Insightly

hace 4 años

Hi Nezar, Thank you for the feedback!!!

Jaysen
Senior IT Manager en EE. UU.
Educación superior, 501-1.000 empleados
Ha utilizado el software durante: Más de dos años
Fuente de la reseña

Alternativas consideradas:

Great easy to use CRM

5,0 hace 12 meses

Comentarios: 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.

Puntos a favor:

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.

Puntos en contra:

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

James
Director en EE. UU.
Software informático, 2-10 empleados
Ha utilizado el software durante: Más de un año
Fuente de la reseña
Fuente: SoftwareAdvice

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

5,0 hace 5 años

Comentarios: 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.

Puntos a favor:

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!

Puntos en contra:

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.

Usuario verificado
Usuario de Linkedin verificado
Servicios financieros
Ha utilizado el software durante: Más de un año
Fuente de la reseña

A necessary tool to run my business. No more searching for client information.

5,0 hace 5 años

Comentarios: Ease of Marketing and Sales process. Total contact management software that include picture of person. What a plus. Great training videos to guide all level of users. Wonderful opportunity to scale the software as the company grows from startup to height unknown. Pricing is fair and Insightly is not living on past accomplishments it is improving product continuously.

Puntos a favor:

They offer a free version to evaluate. Since it is without a time limit I used it and gradually became totally dependent on it. During a planning meeting with staff it was determined we could increase our efficiency by adding the professional version that includes email marketing tools and an easy interface with MailChimp. Now they have my paid business. It is with confidence that I agree to pay them for a monthly service that will be used by all members of my company. The program can accommodate the growth curve in a company such as mine. We started out simply needing contact management software. Later as our sales and marketing needs became more our focus adding these features was an easy decision. There are many videos to quickly bring a new user up to speed. The experienced user can use the videos to explore the many functions that may yet be used by a company as needs and goals change. The reporting function has recently become important as we need to know the results of our marketing and sales efforts. The tool is there and ready for us to implement. I think the more our company commits to using Insightly the more our communication between owners and employees improves. We openly share information on Insightly and our feedback has been positive. In the past before Insightly, communication was dispersed informally and sometimes led to bad feelings due to the inefficiency of word of mouth. Insightly is constantly making changes and updates to its software.

Puntos en contra:

Its not visually pretty. I know that is silly but staff has to look at it all day and they like pretty. When a new user/employee first looks at program they make the mistake of thinking it is an old program. While I am able to bring them along and show them it isn't true, their first impression is a temporary detriment to their learning curve and acceptance of the program. In order for Insightly to be the awesome tool it is, requires employee and leader acceptance. Everyone on the team has input and others depend on that input to do their job. Sloppy work seems to come from lack of acceptance. Part of this is my responsibility as a leader to insist everyone use the tools as intended but again, if the program had a new interface and pretty colors it might make a difference. Personally I always choose function first and then presentation but input from staff is a factor I have to consider. One other area I would mention is the difference between leads and contacts. They are not intuitive to some people and I think a better explanation and reinforcement in training videos would make it easier for the new user. This confusion has lead to some mistakes by my users that require a bit of corrective action by more experienced users. There is very little for me to find wrong with Insightly that isn't based on personal style and preferences.

Elysha
Admissions Manager en
Educación primaria/secundaria, 11-50 empleados
Ha utilizado el software durante: 6-12 meses
Fuente de la reseña
Fuente: SoftwareAdvice

Nothing but trouble since March revisions

1,0 hace 6 años

Puntos a favor:

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.

Puntos en contra:

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.

Rion
CoFounder en
Marketing y publicidad, 2-10 empleados
Ha utilizado el software durante: 1-5 meses
Fuente de la reseña
Fuente: SoftwareAdvice

Awful Customer Service Responses

2,0 hace 6 años

Comentarios: 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.

Puntos a favor:

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

Puntos en contra:

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

Usuario verificado
Usuario de Linkedin verificado
Medios de difusión
Ha utilizado el software durante: No especificado
Fuente de la reseña
Fuente: GetApp

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

3,0 hace 9 años

Comentarios: 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?

Puntos a favor:

Inexpensive with basic functions that are easy to use

Puntos en contra:

No easy way to get answers to questions

Respuesta de Insightly

hace 9 años

We'll pass the feedback on entering data on to our product group. With regards to tutorial information to help you get started we have a number of resources for first time Insightly users -- many of them are on our resources page on our website (www.insightly.com/resources). Our Getting Started Guide is a ebook on the resources page. Our our online knowledgebase has great FAQs (i.e. what are tasks and how do I use them?) and short 3-4 min tutorial videos (Insightly University). You can access our online knowledgebase at help.insightly.com (and there is also a link to our knowledgebase from our resources page). Also if you are a paid customer we offer phone based '1 on 1 Help to Get You Started' (www.insightly.com/pricing). On a positive note, I'm glad that you are pleased with the response from our support team. With regards to age, the bulk of our users are in the 35-50 range so we welcome users of all ages :>) Hope this helps.

Jason
Account Executive en EE. UU.
Empaquetado/entrega de mercancía, 51-200 empleados
Ha utilizado el software durante: 6-12 meses
Fuente de la reseña

Best CRM

5,0 hace 6 meses

Puntos a favor:

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.

Puntos en contra:

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.

Erica
Customer Happiness Manager en EE. UU.
Administración educativa, 11-50 empleados
Ha utilizado el software durante: Más de dos años
Fuente de la reseña

Alternativas consideradas:

Great for Small Companies

5,0 hace 7 meses

Puntos a favor:

The Insightly platform is user friendly and easy to access at an affordable price. It is a great tool for sales forecasting, sales management, and as a CRM. I would recommend it to anyone looking for a useful, customizable tool that is good to manage a small company.

Puntos en contra:

I can't say anything bad about insightly. It does exactly what we need it to.

Thomas
Founder en
Software informático, 2-10 empleados
Ha utilizado el software durante: 1-5 meses
Fuente de la reseña
Fuente: SoftwareAdvice

Almost Perfect - But not quite!

4,0 hace 7 años

Comentarios: After using many CRM systems from Salesforce, Zoho, Apptivo, Pipeline Deals, Pipedrive, Base CRM and more, Insightly is a 'breath of fresh air' (even though that is getting a bit stale lately - more on that shorty). Frankly, after looking at many of these systems, I was tempted to design and create my own system (I have been a software engineer for 30 years and own a software development firm as one of my companies). Yet I decided to give Insightly the last shot. It works great - almost the way I would have designed. There are some weaknesses as well, most of all the lack of the support teams response to multiple request of the same kind and promising future fixes that 'are just not coming'. That all said, Insightly is well rounded, has lots of integration options and works very well for most CRM needs, especially around customer service, contacting, tracking and task planing. Even light weight project management is included in 2 different forms - pipelines or more traditional but more complicated to use project management optionsl

Puntos a favor:

Here are just a few pros: * Easy to use and learn * Integrated Light Weight Project Management * Fast Response * Great note taking * Easy task tracking * Great for sales cycles and customer service alike * Useful Integrations * Better User Interface than most (every tried Salesforce and couldn't find anything?)

Puntos en contra:

A couple of Cons: * Service - The guys and gals at Insightly need to learn to listen and pass information 'up the management chain' * Task and Event Handling need improvement as reported by many clients * Need fully functional 2-way sync with Google Calendar * Need real workflow functionality instead of clunky Project Management (to their defense, lots of systems 'miss this one')

Tim
Tim
Voice Over Artist / Owner en EE. UU.
Usuario de Linkedin verificado
Ha utilizado el software durante: No especificado
Fuente de la reseña

Insightly was my runner up when picking a CRM. The automation looked awesome.

5,0 hace 6 años

Comentarios: What I wanted to do would be more work in Insightly, but for a lot of businesses, this one is it.

Puntos a favor:

Insightly is a great contender in the small business CRM market. I had looked at many others (there are a TON of CRM out there), basing my criteria on integration with accounting software, ease of managing client information, and ease of managing client projects. Unfortunately, none of the CRM I looked at has strong integration into the accounting software that I ultimately went with. Insightly seems to have some great automation to help out with managing projects, but where it got beat out was the managing of client information. Since a lot of my business is conducted through social media, another software beat it in ease of integration with those applications.

Puntos en contra:

As with some of my other reviews, I don't find much not to like with Insightly. It does what it does very well, it just isn't as integrated into social media as some of it's competitors. If I were doing less prospecting and research on clients- such as if I had a business where people were coming to me to get something made or repaired, then Insightly would be the winner. As it is, I spend most of my day finding prospects to put in the pipeline, and that would be more work with this product.

Jackie
Executive Director en EE. UU.
Filantropía, 11-50 empleados
Ha utilizado el software durante: Más de un año
Fuente de la reseña
Fuente: SoftwareAdvice

InSightly for Non-Profit Use

4,0 hace 5 años

Puntos a favor:

Easy user interface The InSightly University provides lots of quick, well made instructional videos Free for a limited number of users Great for tracking grants, related documents, & timelines

Puntos en contra:

If you have over a certain number of records the platform begins to charge a fee - this would be fine if there was an easy way to delete "records". For example, if I'm working on a grant that is finite and generates 200 "records" -- if I only desire to keep the final project and do not need the records generated along the way; I have to go in and delete each one. As a non-profit with a relatively small budget, this is a great tool, but is too time-consuming to go back and individually delete. Right now, we are a small growing non-profit. I would pay for this service eventually but cannot do so at this time. So freeware platforms will end up with my business now where InSightly delivers on quality - affordability isn't there.

Scott
Sales manager en EE. UU.
Servicios, 51-200 empleados
Ha utilizado el software durante: Más de dos años
Fuente de la reseña

Good product

4,0 hace 11 meses

Comentarios: Sometimes finding the right space to put notes becomes a little onerous and can be clunky when trying to find a contact within a organization

Puntos a favor:

Pretty easy to use, task and follow up easy to set up in a sign