Über Insightly











Insightly Preis
Insightly bietet eine Gratisversion und eine kostenlose Testversion. Die kostenpflichtige Version von Insightly ist ab $ 29,00/Monat verfügbar.
Alternativen für Insightly
Insightly Erfahrungen
Funktionsbewertung

- Branche: Transport/Güterfrachtverkehr/Schienenverkehr
- Unternehmensgröße: 11–50 Mitarbeiter
- Täglich für Mehr als 1 Jahr genutzt
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Quelle der Bewertung
Highly customizable and advanced CRM tool with easy to navigate features.
Insightly , no doubt have been a great addition to our tools for perfect customer relation management. We can track customers, mails and leads and project at an in-expensive subscription providing us with great and handy features.
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.
Antwort von Insightly
Thanks so much for your kind note, Mathew. At Insightly we work hard to make sure our customers have a great experience with our platform and are able to build lasting relationships with their own customers. Your feedback means a world to us and inspires us to keep up the good work. Cheers, the Insightly team.
I'm more than happy to help review your integration concern. Integrations shouldn't slow the system down.

- Branche: Unternehmensberatung
- Unternehmensgröße: 11–50 Mitarbeiter
- Wöchentlich für Mehr als 2 Jahre genutzt
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Quelle der Bewertung
Insightly : a good option to start with cloud based CRMs for Small businesses
Insightly helps entrepreneurs and small businesses like most of our clients to get to the digital space and excel in no time. As a Technology expert, I highly recommend it to entrepreneurs beginning with tech and online platforms for their business.
Vorteile
Insightly Helps small and mid business manage their leads and projects online, through a fully fledged cloud based tool that provides an abundance of smart features, including customer insights from internet sources, and structured project/opportunity management platform.
Nachteile
It is probably requiring some advanced knowledge from our end, but integrating Insightly with e-mail services, social media and other 3rd parties seemed to be complex. We've been using Insightly in its early times, and I'm sure that things went better afterwards with the continuous improvements by Insightly amazing teams.
In Betracht gezogene Alternativen
Vtiger CRM, Zoho CRM, Salesforce Sales Cloud, Bitrix24 und HubSpot CRMGründe für den Wechsel zu Insightly
In its first launch, Insightly shown more functions for small businesses that attracted me, especially for individuals with no previous experience of online software CRMs. Nevertheless, each of the other competitors on the market has its competitive advantage, and addresses the needs of a particular niche. Each consumer needs to know first what features make sense to their business before choosing a CRM.- Branche: Supermärkte
- Unternehmensgröße: Selbstständig
- Täglich für Kostenlose Testversion genutzt
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Quelle der Bewertung
The CRM that has given me full control of my sales and customers
Since I started using it, it has been an invaluable tool for managing all my business activities and processes. The intuitive and easy-to-use interface makes it a breeze to organize and access my contacts, leads, and tasks. I love being able to customize the CRM to my needs and follow the entire customer lifecycle from start to finish.
Vorteile
What I like the most is its ease of use and its ability to adapt to my ever-changing business needs. With this platform, I can organize and manage all my contacts, leads, and tasks in one place efficiently. I also love its ability to integrate with other tools like email and marketing automation, saving me time and increasing my productivity.
Nachteile
Although overall I am very satisfied, there is one small thing that I would like to mention as a negative. I have sometimes experienced slow load times when working with large volumes of data or using more complex CRM features. Although this doesn't happen often, it can be a bit frustrating when I need to quickly access some information or complete an urgent task.
- Branche: Unternehmensberatung
- Unternehmensgröße: 11–50 Mitarbeiter
- Täglich für Mehr als 2 Jahre genutzt
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Quelle der Bewertung
Insightly highs and lows
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.
- Branche: Finanzdienstleistungen
- Unternehmensgröße: 2–10 Mitarbeiter
- Wöchentlich für Kostenlose Testversion genutzt
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Quelle der Bewertung
Insightly Review
Overall, my experience with Insightly was positive. The platform provided a robust CRM solution that helped me streamline my customer relationship management processes. The user-friendly interface and comprehensive features allowed me to effectively manage contacts, track communication, and collaborate with my team. The reporting and analytics capabilities provided valuable insights into my business performance. Although there were limitations in customization options and room for improvement in customer support, my overall experience with Insightly was satisfactory. It contributed to improving my efficiency in managing customer relationships and driving business growth.
Vorteile
One of the things I liked most about Insightly was its comprehensive CRM functionality. The platform provided a user-friendly interface that made it easy to manage and track customer relationships. The contact management features allowed me to store and organize all relevant customer information in one place. I also appreciated the seamless integration with email, allowing me to track and log communications with clients. The task and project management capabilities were robust, helping me stay organized and collaborate effectively with my team. Additionally, the reporting and analytics tools provided valuable insights into my sales pipeline and overall business performance.
Nachteile
While Insightly had many positive aspects, one thing I liked least was the limited customization options. I found that certain aspects of the platform, such as the dashboard and report customization, were somewhat restricted. It would have been beneficial to have more flexibility in tailoring the system to fit specific business needs. Additionally, the customer support could be improved. There were instances where I encountered technical issues or had questions, and the response time and resolution process could have been more efficient.