insightlyの評判・口コミ 全1件

What do you dislike about the product?

We dislike the lack of convenience when it comes to sending mass emails through Insightly CRM's default email system. To get around this limitation, we have chosen to use multiple external providers, in addition to BCCing our CRM account with each message sent, so that they are correctly connected at both ends. It would be helpful if there was a way for us to add many contacts at once and send a bulk prospecting email, rather than having to manually enter each contact into the platform one at a time.

What do you like best about the product?

I particularly appreciate Insightly's flexibility in creating custom categories and labels. Whenever I want to store or label specific information, there is already a built-in system that recognises my particular use cases. For example, when tracking follow-ups with recipients by industry classification (music industry versus film production), this feature comes in handy! In addition, from an analytics perspective, it helps me to think ahead before launching new projects, as these activities can be tracked just as quickly - all within a unified platform that keeps everything set up and running seamlessly, rather than having to constantly switch between services such as email platforms + CRM applications - providing companies with real-time data on their customers as well.

What do you dislike about the product?

Notes. If there was a way to provide a better layout for notes, in chronoligical order, or possibly even a date stamp, that would be wonderful.

What do you like best about the product?

Insightly provides the opportunity to display a vast array of information and proves to be detailed and provides the opportunity to locate specific details needed when working on projects.The reporting is extremely helpful, and the capability to capture details that are important in everyday work and tasks.

What do you dislike about the product?

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...

What do you like best about the product?

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!

What do you dislike about the product?

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.

What do you like best about the product?

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!