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Insightly
Hva er Insightly?
Med mer enn 1,5 millioner brukere på tvers av alle bransjer, er Insightly en ledende CRM-programvare med innebygde integrasjoner til Gmail, Office 365, MailChimp og andre populære applikasjoner. Bruk Insightly til å administrere kundedata, potensielle kunder og prosjekter på alle stadier av kunderelasjoner, overvåke salgskanaler og måle resultater mot dine salgs- og forretningsmål.
Hvem benytter Insightly?
Organisasjoner i alle bransjer som er på jakt etter et brukervennlig, men kraftig CRM med prosjektadministrasjon og levering. Spor alt fra salgsprospekter til leverte prosjekter i samme plattform.
Er du usikker på Insightly?
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Insightly
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Anmeldelser av Insightly
A reliable and completely user-friendly tool with immense productivity.
Kommentarer: 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.
Fordeler:
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.
Ulemper:
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.
Svar fra Insightly
for 4 år siden
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
Kommentarer: 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.
Fordeler:
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.
Ulemper:
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.
Vurderte alternativer:
Useful & inexpensive CRM system for growing businesses
Kommentarer: Overall is has been satisfactory although, some details that need improvement can turn things into a much better experience.
Fordeler:
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.
Ulemper:
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.
Affordable CRM with the features you need
Kommentarer: Has all the features a business needs like ease of use, robust reporting & customizations without the high cost that comes other well known CRMs
Fordeler:
The ease of onboarding & use. Ability to customize without having to use a developer
Ulemper:
Nothing. All the features we needed, Insightly has.
Insightly developed to enhance our feeds
Kommentarer: In my experience using Insightly, I haven't run into any serious issues. We used to utilize a strange CRM that was built out of sheets and required us to constantly switch between windows. Using Insightly, we can have all of our data in one place, neatly organized in custom fields. In my opinion, the project page may benefit from more fields in which to provide pertinent data.
Fordeler:
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.
Ulemper:
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.
