insightlyの評判・口コミ 全1件

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!

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?

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?

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?

-The customer service requires quarterly business meetings which are essentially meant to upsell you different products
-Sometimes to correct a problem, you'll have to talk them out of scheduling a meeting with you, and just fix the problem and let us know when it's fixed without a meeting

What do you like best about the product?

Troubleshooting is possible. We had an issue with duplicates and the developers were quick to correct that. When used consistently, it does help increase conversions.

What do you dislike about the product?

Log you out if you don't use it for long . Should there be update regarding this
Overall this software is great and helpful .

You can log in back quickly as well though
So in terms of quality its a worth investing money in

What do you like best about the product?

It is a simple and very easy to use. We can keep track or record of call details. Easy and helpfull to find group information also has the option to filter information. Invoice function is superfast . Love to use this software

What do you dislike about the product?

Although I have a very good overall experience with this CRM but I would say that it is relatively expensive than it's competitors and the user interface could also be upgraded

What do you like best about the product?

Best thing about Insight CRM is it's contact management, as this CRM makes it easy to manage our contacts and sales leads. Also, I ssight CRM is a great help when it comes to manage our tasts efficintly everyday.

What do you dislike about the product?

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.

What do you like best about the product?

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

What do you dislike about the product?

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

What do you like best about the product?

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.