Insightly

Avantages

J'ai apprécié l'interface qui été intuitive et facile d'utilisation. un point fort aussi c'est d'avoir cette liberté de personnaliser les tableaux de bord.

Inconvénients

C'est que la version gratuite est assez limitée au niveau des fonctionnlités.

Avantages

Un meilleur produit de CRM très performant et facile à utiliser avec des fonctionnalités complètes et très simple. Flexible et très pratique

Inconvénients

Je n'ai pas d'inconvénients et le recommande

Avantages

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

Inconvénients

Nothing. All the features we needed, Insightly has.

Alternatives envisagées 

Pourquoi choisir Insightly 

Logiciel antérieur 

Pourquoi passer à Insightly

Avantages

Insight features a comprehensive feature set, and is easy to use, making it a popular choice for companies looking to streamline their operations and drive growth.

Inconvénients

Difficulty integrating other systems....

Avantages

Highly customisable and cheap CRM to set up.

Inconvénients

Problematic to use and lacks of automation and integrations

Avantages

Fairly easy to setup. The adoption rate is slow because a lot of apps are not available for it especially in an industry that is newer.

Inconvénients

Objects do not talk to eachother making reporting extremely difficult

Alternatives envisagées 

Pourquoi choisir Insightly 

Pourquoi passer à Insightly

Avantages

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.

Inconvénients

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.

Alternatives envisagées 

Pourquoi passer à Insightly

Avantages

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.

Inconvénients

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.

Avantages

Insightly does a pretty reasonable job as a CRM. It's quite easy to use and pretty. It has some integrations out of the box and is easy to customize.

Inconvénients

No significant draw backs to it. I would say it's a middle of the road CRM system that is neither great nor terrible.

Avantages

Essential front-end and easy customization of fields and pipelines.

Inconvénients

Lack of pre-built connectors for the integration with enterprise platforms and portals.

Alternatives envisagées 

Pourquoi passer à Insightly

Avantages

It covers all the bases- customisation, data import and export and all the basic features you would expect and I found it intuitive to use

Inconvénients

It is lacking in some areas- automation workflows for marketing campaigns, and lead scporing on the entry level offer

Avantages

It was extremely easy to install, even though I wanted to clarify some features and it was impossible.

Inconvénients

I registered, I used it for a while for CRM purposes and then I wanted to close my account.

IMPOSSIBLE!

Insightly is spamming every day and there’s no way to go out of this day & nightmare

Avantages

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.

Inconvénients

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.

Avantages

Once the system is customized for you, it is really easy to use.

Inconvénients

The time it takes to customize it for me.

Avantages

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.

Inconvénients

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.

Avantages

The task and project management works well (even though it could be improved upon).

Inconvénients

As a dedicated CRM system I feel it’s not the softwares strongest element. There is definitely better out there but as a joint package it makes up for its flaws.

Avantages

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.

Inconvénients

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.

Avantages

Insightly CRM is perfect for managing client interactions and streamlining our corporate processes. Integrating apps is very easy. I have connected multiple apps, such as QuickBooks Online, Google Drive, Twilio, Slack, and many more.

Inconvénients

A bit expensive, but the features and support are awesome.

Alternatives envisagées 

Avantages

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.

Inconvénients

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.

Avantages

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.

Inconvénients

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.

Avantages

Custom automations, 3rd party integration

Inconvénients

Last of a robust phone system integration and the last of a prospecting module

Avantages

It does just what we need with a little modification to our methods

Inconvénients

This tool can't do everything like a tool like Salesforce CRM. It also doesn't require a full time Admin like Salesforce.

Avantages

Insightly has been user friendly since, easy to navigate

Inconvénients

Sometimes there are bugs wherein you were able to save the changes but it does not reflect asap

Avantages

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.

Inconvénients

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

Alternatives envisagées 

Pourquoi passer à Insightly

Avantages

Tracking past activities and sales opportunities.

Inconvénients

Not being able to track phone call activity.