insightlyの評判・口コミ 全1件

What do you dislike about the product?

The Projects object. This is a standard object (prebuilt) object that does allow for some customization. I would like to see this functionality extended so that the project management team could utilize this as an end to end solution.

What do you like best about the product?

There are several best items preferred about the Insightly CRM. The ability to create custom objects makes the tool beneficial for any organization. Automation is critical in business and with workflows and the App Connect tool, the user has the flexibility to execute automated solutions without paying for custom development.

What do you dislike about the product?

It buffers too much. takes to long for updates to show.

What do you like best about the product?

It is incredibly intuitive and easy to use

What do you dislike about the product?

With new updates, some functionality is affected.

What do you like best about the product?

There are excellent support people who offer creative and effective solutions when a function is not working as expected.

What do you dislike about the product?

Takes a long time to set up and you need to dedicate a lot of time to it

What do you like best about the product?

Versitility, automations, customer spport and ability to kep notes

What do you dislike about the product?

Here are the major drawbacks to being on Insightly, and why I wouldn't recommend them to anyone, even small or upcoming businesses with fewer CRM needs:

1. Their support teams have been inconsistent and honestly unhelpful. I've had to fight to have people answer basic questions, and a simple request will take 2-3 emails to get a response.

2. They don't play well with others/do not integrate with any external platforms. This is a huge pain, and even basic email integration back to Insightly is a headache. You cannot easily track activities from your teams, there is no call recording or ability to integrate with a dialer, and if you use a marketing automation platform then you miss out on all marketing clicks, emails, sends etc.

3. Their only solution for solving their integration issue is their new AppConnect platform, and it is difficult to set up for the average user. Even after multiple trainings I am still unable to make changes without consulting their team. The platform is built in JavaScript, and even after looking at Workato documentation and watching multiple videos I still cannot understand their task usage policies. There are hidden fees where if you go over their task limit they automatically shut off all of your "recipes" with very little notice. Feels like a bait and switch and they require payment from you to use a platform you already pay for.

4. Very difficult/impossible without app connect to update one object based on another object being updated. Examples would be updating an account when an opportunity is created. This cannot be done outside of appconnect, and is very difficult to set up when inside of the appconnect platform. In other CRMs this type of workflow is much easier and does not require the purchase of another tool to do a basic CRM function. They have workflow rules, but those only can create other objects and not simply update (i.e. a task is created when an account is updated).

What do you like best about the product?

Insightly is definitely cheaper than other CRMs I've previously used. They have CRM basics for teams that are very small or just getting started.

What do you dislike about the product?

For me there is nothing to be dislike about insightly till now.

What do you like best about the product?

Because of its extensive adaptability, I can make it fit the particular requirements of my company. Workflows, reports, and custom fields are simple to add.

What do you dislike about the product?

-Some users find itinightly to be overly complex
- due to extensive features new users may find it steep learning curve
-Limited offline access which need to be improved

What do you like best about the product?

- insightly has excellent contact management system
- Integraton with popular email platform
- Customization capability
- Excellent customer suport system which is unique features compared to competitors

What do you dislike about the product?

I geniunely do not have anything that I dislike about Insightly CRM.

What do you like best about the product?

Insightly CRM has allowed our team to track growth from the entire sales process. i.e. lead conversion, contacts, opportunies, reporting etc. The CRM tool is very easy to navigate, teach and maintain. I love the dashboards!

What do you dislike about the product?

The only downside about Insightly CRM is that there are minor glitches in the system. All it takes is for the screen to be refreshed but the minor things can sometimes disrupt the flow of making updates.

What do you like best about the product?

The best thing about Insightly CRM is how well thought out everything is. It's extremly modern which means it's easy to use and everything is very organized and clean. The Insightly CRM also gets updated with things that greatly improve the production value of the CRM. It has everything you are looking for and it's clear the Insightly team wants your business to succeed.