Insightly CRM


Logotipo do Insightly CRM

 

488 avaliações (4/5)
 
Insightly CRM is a SaaS-based CRM solution targeted at growing mid-sized businesses. More than 1.5 million users worldwide use Insightly to securely manage all their customer data in one place, build customer relationships, accelerate sales, and deliver projects on time every time. Insightly offers Gmail and Outlook plugins, and tools to facilitate integrations with any other system. More specifically, businesses use Insightly CRM for relationship linking, contact management, email tracking, lead management, opportunity management, quote generation, workflow automation, project management, advanced reporting, call management, and sales and marketing alignment. A mobile CRM app is also available with business card scanning and audio notes to enable quick and easy updates while sales teams are in the field.
 

Insightly CRM - Insightly - dashboard
 
  • Insightly CRM - Insightly - dashboard
    Insightly - dashboard
  • Insightly CRM - Insightly - kanban
    Insightly - kanban
  • Insightly CRM - Insightly - organizations
    Insightly - organizations
  • Insightly CRM - Insightly - quotes
    Insightly - quotes
  • Insightly CRM - Insightly - mobile
    Insightly - mobile
Sistemas operacionais compatíveis:
Navegador web (independente o SO)

488 avaliações do Insightly CRM

 

Susan A. Especialidade: Serviços e tecnologia da informação Número de funcionários:  10 000+ funcionários Número de funcionários:  10 000+ funcionários

24/07/2019

24/07/2019

Fonte da avaliação: Capterra

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

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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.

Vantagens

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.

Desvantagens

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.

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Resposta: Insightly 16/08/2019

Hi Susan,

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

Joshua K. Especialidade: Manutenção predial Número de funcionários:  2-10 funcionários Número de funcionários:  2-10 funcionários

25/12/2019

25/12/2019

Fonte da avaliação: Capterra

Brings all record-keeping together

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We have only been using Insightly for a couple of weeks, but overall I've liked it a lot. Prior to using Insightly, we were manually note-taking in Word documents for each client. Each time that a lead was converted, we then had to go and update everything. Now that we are able to integrate all of our notes, contacts, emails, etc. into one system, the workload has drastically lightened.

Vantagens

The thing that I like most about Insightly is that it allows me to document everything from start to finish with each customer. For example, if I send an email to a lead/customer, all I have to do is add that as an attachment in Insightly and I can go back at any time and see anything that was linked with that particular person. This helps track progress when passing off to other team members, too. In a sense, Insightly brings all of the "record-keeping" together and puts in one simple platform.

Desvantagens

The project management function is pretty basic. Unlike a couple other CRM software that I've tested, Insightly does not offer many of the graphical views that the others do. Being someone who has an easier time seeing data in the visual realm, this was a feature that I wished Insightly would add.

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Resposta: Insightly 30/12/2019

Hi Joshua! Thanks so much for your kind words. We work hard to make Insightly a preferred CRM for businesses like yours, and are thrilled you're making the most out of our platform. Thank you for being our valued customer. We look forward to helping you and your team reach new heights!

Iain M. Especialidade: Consultoria de gestão Número de funcionários:  51-200 funcionários Número de funcionários:  51-200 funcionários

05/10/2016

05/10/2016

Fonte da avaliação: GetApp

Long time user verging toward long-suffering user

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This is a product I wanted to like so much. We have been using Insightly for many years. We were attracted to it because it combined CRM and Project Management. Over the years they have improved the CRM aspect, but have left PM virtually untouched. Their support is haphazard and they often introduce new *features* which cause problems - like the day Google Contact Sync stopped working, or the day Google Contact Sync started duplicating contacts in Google etc. Because we signed up so long ago, we have an excellent pricing model. If we were paying more I would be really dissatisfied.

Oh and they are just appalling at sharing their product roadmap. It's like driving a manual shift car as the mechanic is fitting new gears as you speed up.

Vantagens

Great CRM and Pipeline Management out the box!
Contact Syncing for Google is great - despite minor issues.
Good simple project lists.
Links nicely to Mailchimp and Xero.

Desvantagens

Very very poor project management. You will need to use other packages for almost anything. No resource management. No Gantt charts. No visibility.

Email integration is rudimentary. Task integration is non-existent.

No Office 365 contact synchronisation.

Conselhos úteis

If you want a good cheap CRM, look no further. If you want an integrated CRM/PM, it doesn't really deliver.

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Resposta: Insightly 09/10/2016

Thanks for the feedback. I'll pass this on to our product team because all feedback helps us improve. With regards to exposing our product road map -- it's common that privately held companies do not make their product road map public. If you have specific questions on features please send an email to [email protected] and we can let you know if they are on the roadmap. Thanks.

Avaliador Verificado Especialidade: Software Número de funcionários:  51-200 funcionários Número de funcionários:  51-200 funcionários

19/11/2020

19/11/2020

Fonte da avaliação: Capterra

Great for contact management from the perspective of customer support

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I use this daily to not lose my mind while trying to figure out information on a customer. More often than not I have to refer to our Insightly contact database to get all the information I need without having to wait on a customer to get back to me saving me on average maybe a full hour of productivity each day. Couldn't recommend it more for maintaining contacts between teams.

Vantagens

Great for contact management
Great for holding customer information
Huge time saver for our support team

Desvantagens

The UI could use a touch up especially with everything that is on the market now. It feels a bit dated in presentation.

Nezar K. Especialidade: Emprego e contratação Número de funcionários:  51-200 funcionários Número de funcionários:  51-200 funcionários

25/07/2019

25/07/2019

Fonte da avaliação: Capterra

Effective and Affordable

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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.

Vantagens

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.

Desvantagens

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

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Resposta: Insightly 16/08/2019

Hi Nezar,
Thank you for the feedback!!!