Insightly CRM Reseñas y detalles del producto

Insightful CRM is an excellent software for automating digital marketing operations, and it's easy to use right out of the box. Seeing our customer base grow thanks to the intelligent approach to finding new leads has been very rewarding. It has been very successful since we are always in touch with our potential customers. Insightful CRM's ability to help companies learn more about the wants and needs of their consumers is a great advantage. Companies can improve their customer service by analyzing consumer data and opinions in-depth.

Due to the high cost of the subscription-based service, not all companies can afford it.

Our marketing team has had no problem modifying it. We can increase sales with high efficiency and effectiveness, and the system easily adapts to new challenges. I expect many companies to adopt Insightly CRM because it helps manage automated marketing workflows. All aspects of marketing, from campaign creation to customer and event tracking, will be at their fingertips. For example, Insightful CRM can help companies save time and money by automating data entry and sending follow-up emails.

The ease at which I can link all my clients and projects and all relevant correspondence, files, images, etc for quick access and project status. I have really appreciated the ease at which I have been able to customize the system to suit my business.

I am a one-person call center, so I would love to be able to link the Insightly ticket system to my years of data, etc., from using Insightly. Have to use 3rd party due to the price.

The biggest problem I had prior to using Insightly was being able to keep all my projects and client correspondence in the right and relevant areas. Being able to quickly and seamlessly do this now has been a very effective and time-saving godsend.

Insightly CRM has truly revolutionized the way we manage client interactions and streamline our corporate processes. This platform provides a complete solution that caters to our every need, making it a valuable asset for our business.and it also have user friendly interface

One area of concern is the lack of customization options. While the basic features and functionalities are sufficient, there are limited options for tailoring the platform to our specific needs. It would be beneficial if Insightly CRM offered more flexibility in terms of custom fields, workflows, and reporting templates. This would allow us to adapt the system to our unique business requirements and improve overall efficiency.

Insightly CRM solves the problem of scattered customer data and inefficient sales processes. It centralizes customer information, streamlines communication, and automates tasks, resulting in improved productivity and better customer relationships. With its robust analytics, I can gain valuable insights to make data-driven decisions and drive business growth effectively.

Flexibility is great to accomplish many use cases.

Would love some more pre-baked automations.

Managing customer database

Insightly CRM has an easy interface that allows us to customize the program for our individual company. Since we are a small company and don't have a dedicated IT department, the ability to get these adjustments completed quickly and easily has made a huge difference and definitely helped us grow over the past 3 years. Also, Brian Revak, our assigned customer success manager, is an amazing partner who is always available with helpful insights and quick answers when needed!

The only downside is that sometimes an automation gets changed due to updates to the software. It would be nice if we received an email noting the possibility of the issue due to the changes.

We use the dashboards weekly in our meetings to quickly identify which products are selling well and which ones might have an issue that needs to be addressed. This helps us to use our time efficiently and solve problems before they get out-of-hand.

Insightly is quick and easy to use. I can record call details in under a minute. It is easy to search and group information that I may need to look at, and it is easy to filter info so that I see just what I want to see. We also use the invoice function and that is super fast. I appreciate the ease of use more than anything!

The only complaint is that it logs you out after non-use fairly quickly. I understand security concerns, and I wish the log-in period was longer, but it's not too big of a deal because it only takes a moment to log back in...

As a user it does not solve any issues for me--except that it is much faster than our old way of logging calls and keeping track of activity. For the company, the data and ease of customization has made the processes more efficient and sorting through data much more manageable.

That we were able to create a project page inside a project page.

I dislike that the information doesn't always flow between the object link connected to the project page

It helps with the organization and tracking of our customers project

Everything you need in a CRM is all here. From top to bottom, the CRM is organized in such a way that you are able to find anything and everything in a very easy and seamless fashion.

Perhaps its because I have more access with my workplace than others but at first, it was hard to understand the layout. Maybe have some kind of a walkthru to help new people get a grip on what going on?

It helps us understand a variety of things. From the number of SOWs approved to the total number of installs. WIthout insightly I would be in the dark on these things. All of which contributes to my commission.

Insightly had the ability to pull reports and also manipulate the data/how you want to see the report, which was helpful. I also appreciated the automatic emails that were sent to the customers to confirm orders.

Nothing I disliked, it was a great CRM. OUr company moved away simply because we were growing.

Very helpful when pulling data. Insightly has the ability to pull reports our ERP system does not.

I liked the pipeline up above and the separate tabs in one view from top to bottom. I like how a lot of things are found in reports.

It could be a little technical if you are unfamiliar with what you are doing...sometimes there's different ways in doing the same thing and could seem confusing

Newer versions seem to be more simplified. I have used other versions of crm and insightly is better