insightlyの評判・口コミ 全1件

What do you dislike about the product?

The two items I would like to see Insightly address are:

1 - adding a cc: functionality to email automation; we currently have to send separate emails to our internal team that needs to be cc'd on client-facing automated emails.
2 - Reports should be able to be turned into dashboard cards. The 2 live separately in Insightly's functionality

What do you like best about the product?

It is easy to use, especially if you do not have a tech team to build automation.

What do you dislike about the product?

It isn't initially intuitive to work with, but is easy to learn. Everything makes sense after you understand how the pieces fit together in the program. More available training videos and tutorials would be a great compliment to this.

What do you like best about the product?

It breaks down your processes step by step. and allows others in your company to view your progress. This is helpful for people just starting out to make sure steps in the process aren't missed.

What do you dislike about the product?

What I do not like very much is the limited fields to have on a project page - even though it is easy to create "custom objects" that use pointers to point an info - I think that more fields would be amazing.

What do you like best about the product?

One thing I love the most about Insightly CRM is how the projects are structured and how easy it is to find the information we need. We use Insightly for project management, timelines, and to track the status of any project.

What do you dislike about the product?

Too basic interface or GUI, I couldn't change the theme of my liking nor the graphical interface. I suppose the dev team should be able to give the option for basic GUI, medium settings, or enhanced view just for an additional touch.

What do you like best about the product?

Insightly is our main CRM tool in engaging all departments for projects, workloads, we can definitely customize the pipeline tasks, edit as necessary or eliminate which ever is inaapplicable. It is reliable and haven't seen any issues from crashing to latencies. Reliable CRM.