Insightly Erfahrungen

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.

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.

Vorteile

First, the simplicity of Insightly has been key in internal adoption of the tool for the company. Insightly is my go to tool for keeping my day planned with tasks. Secondly, the customization Insightly allows with the custom objects has really allowed a level of visibility within the company that we simply did not have prior to partnering with them. This tool is quickly becoming a key focus for the organization as it allows for the operational team to automate key operational processes which in turn increases quality, decreases risk, and decreases labor costs.

Nachteile

Expanding the automated workflow options would be of great value to organizations. Additionally, the limitation on page layout rules can be challenging. Making this unlimited would be a preference for the organization.

Vorteile

It is relatively intuitive easy to customise, easy to align to specific business needs.

Nachteile

Effective linkage of the databases that sit behind the product. If i log an activity for a against a contact that is part of an organisation, that activity will not be visible under the organisation. This is a big miss. There needs to be total linkage between all databases that sit within the system. There should be a hierarchy from Organisation to Contact to Project to Opportunity etc etc. This causes significant issues when trying to track client experience.

Reporting
No reports are drillable - they are simply static reports limiting their use. I constantly find myself needing to export a report to Excel so I can build a pivot table to effectively use it.

User interface
The user interface is very old fashioned and clunky. This is not just a statement about look and feel. When i create a report i get a list of objects with certain data that changes on a regular basis. So I need to select the item from within the report and change the value. But I cant do this quickly from within the report. I need to click on the item which then loads a separate page for the record. Then I need to click into that record which show all of the fields for the entire record. Then I need to click on the field in question, change it and then save it. I then need to close that page down and go back to the report page and refresh the page before this change is visible. This is a terrible UI and UX for a modern product today that is now significantly behind the the currently expected standard.

Vorteile

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.

Nachteile

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.

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.

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.

Vorteile

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.

Nachteile

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

In Betracht gezogene Alternativen

Salesforce Platform

Gründe für den Wechsel zu Insightly

Price

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.

Vorteile

email linking / customization of fields

Nachteile

no customer service / expensive for the type of tool

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, Bloomerang, Salesforce Sales Cloud, Basecamp und HubSpot CRM

Gründe 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.

Vorteile

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.

Nachteile

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.

In Betracht gezogene Alternativen

Salesforce Sales Cloud

Gründe für den Wechsel zu Insightly

Salesforce was not transparent in their pricing. Also, my colleague told me that she heard Salesforce is difficult to set up.

Vorteile

easy to customise pipeline, good online information support

Nachteile

unable to customise reports to the extent we need

In Betracht gezogene Alternativen

Trello, Basecamp und Asana

Warum Insightly gewählt wurde

hunting for a product that could automate our reports

Zuvor genutzte Software

Wrike

Gründe für den Wechsel zu Insightly

price was very competitive initially

Vorteile

It can be used in simple form or allows us to enable more features as our needs grow.

Nachteile

There are certain limitations with customizability, but Insightly often addresses these and rolls out features updates.

In Betracht gezogene Alternativen

Zoho CRM und HubSpot CRM

Warum Insightly gewählt wurde

Cardscan was outdated and no longer able to flex to our needs

Gründe für den Wechsel zu Insightly

Since we don't use a traditional sales pipeline, insightly's system allowed us to either utilize or not utilize certain features. All other systems continued to push us into a traditional sales pipeline process.

Vorteile

Having worked with clients using a variety of CRM’s we’ve seen the good, the bad, and the ugly. I often times refer to insightly as the sports car of CRM’s because it allows companies to manage sales, contacts, projects, opportunities and client fulfillment in a very clean, efficient and user-friendly way. Some of the features I love best are their pipelines and activity sets. For companies that are managing lots of clients at different stages of fulfillment, Insightly’s pipeline feature helps all the players involved know exactly what they need to do and when.

The client profile makes it easy for me to link contacts to organizations or note other important relationships. The ability to save my email communication and related tasks to a contact has become an essential part of how we use Insightly and it’s intuitive ability to save any attached files I send is another feature I love.

Other favorite features are their mass emailing tool within the CRM. I can send a personalized email to a group of clients without having to write individual emails. A task management feature that allows me to see on one screen what I’m working on for each of my clients and in all areas of my business. With one click I can see what each of my employees is working on, what’s been done. You can create custom tagging systems to easily sort and find clients in your database. In one place see all of the projects you’re currently working on and where they are in the process of completion. Insightly’s Gmail gadget makes it easy to assign tasks, create projects, save emails, add or update contact email easily from within your email. No more switching back and forth from program to program. Insightly University provides a good training source for new users in addition to their highly responsive customer service team. I also have to mention all the strategic partnerships that makes using Insightly with other programs really seamless. For example, Mailchimp, evernote, DropBox and Google Apps for Business to name a few.

Sure, there are lots bigger more robust CRM’s out there, but I don’t want to drive a Mack truck every day. I like my sports car. :)

Nachteile

Insightly's calendar doesn't work for me, but I use google calendar and haven't missed it. I wish you could customize what you want to see on the home page. Right now it's just a running list of the activity on your accounts, but not super helpful in my opinion. Right now you have to manually advance pipelines. It would be nice to set them to advance to the next stage once all the activity sets are complete.

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.

Vorteile

I love Insightly because it has a clean look that is easy on the eyes, and it is a very intuitive CRM, unlike many others that can overwhelm or be confusing.

Nachteile

Hard to think of many drawbacks with this CRM. Sometimes I wish the community pages and discussion boards were more lively.

Vorteile

The dashboard interface is convenient and graphically easy to navigate, and it is an attractive interface. Some of the sections are simple and understandable by anyone first using the software.

Nachteile

It is difficult to generate reports unless those reports have been pre-configured. To generate a new report requires a substantial amount of input in fields which are not easy to understand. Though the dashboard is easy to understand and navigate, many of the other opening pages are not. And it offers some very confusing pop-ups, such as in "Projects" it asks you to "Check out the Kanban view for projects" without explanation of what exactly the "Kanban" is. Additionally, if you enter a sales lead, it is very difficult to convert it to an "opportunity." Also, when you create a new contact and associate it with an existing company or account, you wold expect it to give you the option of importing the account's address and phone numbers to the new contact's fields -- but it doesn't, and you have to enter those again. Finally, I do wish there were more "help" menus (question marks) surrounding some of the entry fields that you could click for an instant explanation or guide.

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.

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.

Vorteile

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

Nachteile

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.

Vorteile

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

Vorteile

I appreciate the ease of workflow and clean data organization and presentation.

Nachteile

Limited when tailoring list views per user.

Vorteile

I really like how it tracks relationships among the records and makes it easy to pull a list using tags. It also has robust features like project management. Data entry is simple and I like the way it uses actions/tasks. And it is very awesome the way it manages social media account information.

Nachteile

I get frustrated with the poor report features and when I want to download and manipulate in Excel, I get all the tags in one field, so essentially I can view the tag list nicely online but I can't export that (for example to send an email to the group). I'm also frustrated with the limitations on standard contact information. I work with business people and while I start with employment contact, getting personal contact signifies a much deeper relationship. Not having standard personal contact info spots is troublesome.

Vorteile

Its seamless integration across all devices and its full feature platform that functions not only as a CRM, but also a project manager, lead router, and marketing automation hub. It is the one-stop shop for pretty much every internal software every business needs.

Nachteile

Because of its multi-faceted functionalities there can be a bit of a learning curve associated with onboarding the product, and it also can get relatively expensive compared to other CRMs. Although, once you factor in the fact that it replaces several other tools you are likely already paying for, the value makes up for itself quickly.