Insightly CRM Reseñas y detalles del producto

Thanks to this tool we have been able to generate consistent quotes much more quickly taking advantage of all kinds of opportunities.

It is a bit difficult to maintain the integration or even integrate it with other tools

Thanks to this tool we have been able to generate consistent quotes much more quickly taking advantage of all kinds of opportunities.

It helps build a better relationship with customers. With one unified customer platform, you get clear picture of their details, needs, and preferences. Based on all this and other details, it becomes easier to understand the customer's more personal

User interface and difficulty of integration with other tools, but works well with google app

Auditing and keeping track of customers behavior

It contains guidelines on how to operate the system. With a few clicks you can grasp all the tools. Key features include email tracking and email profiles. User can communicate with customer and take notes. It allows business to run smoothly with more productivity in less time. The best feature for me is issue ticketing. Basic tools like finding the information of company, template for emails and tracking the activities of sales team are helpful. With the help of notification system user is informed immediately.

The mobile version of the software needs many improvements. To utilize more features paid version is needed which is a bit more expensive. At many times contact listed was not correct. Bugs prevented the system from saving and glitches would make the service to log out. However, the pros outshine the cons.

Insightly CRM is beginners friendly tool allowing users to expand the business. It is a marvelous software that is highly recommended.

For me my customers owe much importance. Insightly has made easier for me to get engage with customers and synchronize data. I found it useful in term of project management and to integrate with other social apps. It’s very important to know how tour client is feeling; by using Insightly I get entire idea of their buying experience.

It takes quite time and a full description before getting ready to use it professionally. So you have to go through videos which are a guide for all level users. It does not support to send HTML emails. However my personal experience is going very best.

It is very useful for moderate business setups. You do not have to pay heavy bills. Before using this app I had to generate quotes and it always takes so long. But now once I add a particular client to my CRM I don’t have to worry about details and quote is generated so easily in few minutes. It is very easy to use from cell phones. I have very satisfied by this modern marketing platform.

This product has allowed me to manage and get a clearer view of my organization’s sales. With Insightly, I can organize all the information of my client and sort them on different categories, allowing me to have a faster way to approach them when needed. Its project management tools are also amazing although it’s not a product which it’s directed that way, it makes a great job to keep track of the way a project is going and create a timeline that can be used to see all the milestones and tasks. Insightly lets me manage multiple things in the same software, and it doesn’t get clogged up by too many features. My favorite feature is the calendar, which is highly intuitive and I can customize it whenever I want to fit my schedules, without duplicating events or causing mistakes that could lead to problems in my job. The integration with Gmail is interactive and it’s easy to send emails and assign tasks to people, without leaving the app. I like how this software is designed to have all the data from my client stored in one place for me to be able to improve my customer engagement workflow.

I wish the customer service was more attentive and responsive. I would also like to see more done to the Gmail gadget!

I work with a lot of clients, at the same time, and on different projects and brands. That being said, it was important for me to find a software to fit my customers needs. Before this software, I was stuck in using spreadsheets for all my work which result in a bad done job that wasn’t flattering at all. Now, with Insightly I can have the information displayed in a cool way that is easy to search and look through, instead of taking lots of time to find something trivial in one of my spreadsheets. That is the main reason why Insightly works so well for me. Another reason is because I get access to other amazing tools such as project management features and integrations that I wouldn’t have if I didn’t use this software. My schedule was a mess before, too, and I’m glad that I get to have access to an incredible calendar that allows me to fit all my meetings into my schedule. It’s a product that ensures everything is well documented and stored.

Insightly is the best ever product for managing business relationships. I found it to be the most Practical app and enriched with almost all features. It helps us a lot in giving maximum reliability to our projects. It is really doing a great job and offers all useful features and functionalities. It fulfills all the needs of business. It really works according to the advertisement. With the invention of this the workload has greatly reduced. World's renowned product managing time and recording to do list effectively.

In my opinion this is the best ever product and it always produce better results. It always keeps me satisfied. I do not come across any kind of problem while using this wonderful product. It is the most appropriate and well designed product. It is totally according to my requirements.

The biggest and foremost pro is that it's interface is clean, clear and quite good enough. It is super super easy to use. It let us connect easily with other apps. It offers excellent customer support. I found it to be very responsive all the time. It is a good initiative for managing leads. It is the most efficient product for keeping the whole records. It let us integrate several things into one system such as contacts, notes, emails and many more. It is the most convenient way of finding information related to proposals as well as opportunities in order to provide platform for coworkers to work easily. It is the most authentic tool for managing sales leads as well as processes. In short this is well developed incomparable CRM tool than any other.

Reporting dashboards and the customization available.

Some of the lack of integrations especially since we don’t use zapper.

Business development and increase in business and conversion of sales.

The lengths and depths that you can use in this program, is simply astounding. Although a few companies i've worked for, have not used it to the full capacity, i have luckily been exposed to the various layers that atlassian has to offer.

This application is satisfying. I would like to highlight its customer support response that matters for its name building. Customer support is quick, skilled and completely professional that brings complain solutions in seconds and makes the software user satisfy.

Insightly CRM is probably the most user friendly management app i've tried so far! It has a really small learning curve, unlike some other more complex tools. It's really easy to keep track of your work, of your team mate's work, and overall progress through the timeline. There's a feeling of satisfaction when you close items of your list and see that progress bar grow - it makes me want to close more tasks! And all of this is done on a beautifully designed app.

Insightly CRM is a smart tool for sales business management and it has all the basic features which let us easily manage our all task of sales. Social media integration is great and lets me introduce the product in front of the world.

Not so far, but Dashboards and Reports features are not well established in this tool so need more updates for better experience.

Insightly CRM is well design application for product management and it works as a platform where we can easily maintain product and customer relations.

I really like the flexibility to create any type of workflow you need for any type of team. It's been extremely helpful to customize flows for our marketing team so they can look at a todo list as well as by calendar day.

Support is slow and the product development seems even slower. The premium features are not flexible and the price gets inflated very quickly. The mobile app often has problems syncing and sending notifications. The support is slow, even for premium members.

We are using Insightly for Project management and team's productivity improvement. This has help us keep track of who is doing what and avoid communication gaps.