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Insightly
Hva er Insightly?
Insightly er en kraftig, brukervennlig CRM-programvare med integrerte integreringer til Gmail, Office 365, MailChimp og andre populære programmer. Med mer enn 1,5 millioner brukere i en rekke bransjer, er Insightly en ledende CRM-programvare. Bedrifter bruker Insightly til å administrere kontakter på hvert trinn av salgsprosessen, spore kunderelasjoner, overvåke salgskanaler og mer.
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?
Sammenlign med et populært alternativ
Insightly
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Anmeldelser av Insightly
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.
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.
12 good years of using Insightly CRM
Kommentarer: I love it. If not for Insightly I'd be using spreadsheets and going crazy trying to track my long list of clients that includes boiler system bids, direct commercial and industrial system sales, building and maintaining relationships with mechanical engineers and architects, and a good number of residential boiler prospects.
Fordeler:
Insightly's design is intuitive and easy to understand how to set up. I recall starting to use it on the first day, right after an initial walkthrough. We did not hire anyone to assist. Then I evolved the setup as time went by. Opportunities & Projects are key to us and with good naming practices they are easy to refer to as needed in the future after completion: such as "2023..Smith Company-New boiler project". And all parties connected to a Project can be linked so easily. Attach price quotes to it: ours to the client and supplier to us. Automatic tasks when you change from Opportunity to Project can alert others to place orders, put into our financial software, etc...
Ulemper:
They like to push their AppConnect but we really don't need that level of complexity AND they have lots of built-in interfaces into other apps like Quickbooks (which is limited but great for small business situations where elegant interfaces are not needed. Also, we tried their Service apps and found them lacking for the kind of Service that my company does: We install boiler systems and provide ongoing services for them--not free or by annual contract. So we needed a way to easily send invoices and collect $ for work done. Insightly seemed to be oriented to Software service contract situations where annual contracts are the norm and all interactions are free and nobody leaves the office. I suppose it is good for that but not so much where you have trucks driving 100 miles to do a repair.
Svar fra Insightly
for 4 uker siden
Wow, Jim. Thank you for sharing your story! It's amazing to hear Insightly has served your business successfully for so long. We'd love to get in touch with you to learn more. If you're interested, please email [email protected]!
Vurderte alternativer:
Insightly : a good option to start with cloud based CRMs for Small businesses
Kommentarer: 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.
Fordeler:
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.
Ulemper:
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.
