Wij helpen bedrijven al 17 jaar
betere software te kiezen
Insightly
Wat is Insightly?
Insightly is krachtige, gebruiksvriendelijke CRM-software met native integraties met Gmail, Office 365, MailChimp en andere populaire toepassingen. Met meer dan 1,5 miljoen gebruikers in verschillende sectoren is Insightly toonaangevende CRM-software. Bedrijven gebruiken Insightly om contacten in elke fase van het verkoopproces te beheren, relaties met klanten bij te houden, hun verkooppijplijn te bewaken en meer.
Wie gebruikt Insightly?
Organisaties uit elke sector die op zoek zijn naar een gebruiksvriendelijke maar krachtige CRM met projectmanagement en -oplevering. Volg alles van verkoopprospects tot opgeleverde projecten op hetzelfde platform.
Twijfels over Insightly?
Vergelijk met een populair alternatief
Insightly
Reviews over Insightly
A reliable and completely user-friendly tool with immense productivity.
Opmerkingen: 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.
Pluspunten:
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.
Minpunten:
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.
Reactie Insightly
5 jaar geleden
Hi Susan, Thank you for the feedback. The Chrome Extension you're talking about is actually sunset. Try the new Add-On. :)
Insightly is a great CRM Tool
Opmerkingen: 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.
Pluspunten:
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.
Minpunten:
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.
Eerder overwogen alternatieven:
Useful & inexpensive CRM system for growing businesses
Opmerkingen: Overall is has been satisfactory although, some details that need improvement can turn things into a much better experience.
Pluspunten:
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.
Minpunten:
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.
Eerder overwogen alternatieven:
Customizing Insightly
Opmerkingen: I think it is a great, affordable product. I'm disappointed in the Customer Care response (or lack thereof). The Customer Support team is great. They can troubleshoot and fix items. Customer Care is required if you are trying to better/best use the product. I think that group needs some work. Anyone customizing the product should be confident that Insightly knows how it will be used for user's business and that may mean more questions upfront, better understanding of a client's business.
Pluspunten:
That we could customize. We were able to make this software work for our needs, which were a bit different than how the typical sales team might. We can track our orders and do great reporting. Dashboards are very nice feature. Ability to customize pipelines very helpful and visuals are great. Customer support team is helpful and responsive.
Minpunten:
Integration with our needs was a bit difficult. Our sales person seemed to understand what we needed to accomplish but I don't think the customer care person is as savvy. Customization is great, but if it impacts how you can report items or get most accurate data, user needs to understand that. We got creative in how we used items and where possible, didn't customize, just repurposed so we got the benefit of the connections Insightly makes. In our haste to be up and using, I don't think enough time was spent on that and rework was involved.
Eerder overwogen alternatieven:
Effective and Affordable
Opmerkingen: 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.
Pluspunten:
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.
Minpunten:
Documenting phone call attempts and connects take too many steps. The Task portion is a bit complicated and again requires too many steps.
Reactie Insightly
5 jaar geleden
Hi Nezar, Thank you for the feedback!!!