insightlyの評判・口コミ 全1件

What do you dislike about the product?

What i don't like about it is it I am unable to make prospect leads by bulk editing. I think this would be a great feature especially since bulk editing is already a thing,

What do you like best about the product?

Easy accessibility, quick imports of leads, customer support anytime there is an issue, I use it everyday and it was easy to learn and its easy to use. Many different features I could use.

What do you dislike about the product?

Some data is not automatically replicated across sections

What do you like best about the product?

Lead and Opportunity tracking on the platform

What do you dislike about the product?

There are not many things I dislike about Insightly. One issue is the Actual Close Date does not autofill if the request is closed and marked as Lost/Abandoned. The interface for customizing objects and fields in System Settings could also be more user friendly.

What do you like best about the product?

Insightly is very user friendly and customizable to fit your specific needs. It also has connectivity features so external forms can be connected to Insightly. Data can also be connected within Insightly, such as connecting contacts and organizations to request and project records. It supports team collaboration and accountability. Overall, it massively improves the efficiency of my team.

What do you dislike about the product?

We have had a few small glitches here and there, but their tech team is so responsive.

What do you like best about the product?

There are ways to customize it, but it is not endlessly customizable. For a small team, this is so helpful. Also their customer service is out of this world!

What do you dislike about the product?

the reps seem to change often but recently that has not been an issue.

What do you like best about the product?

Easy to use and update records. Training was very helpful.

What do you dislike about the product?

It charges you per the amount of leads you have, you can't embed images in an email and you have no tech support for issues.

What do you like best about the product?

It was easy to set up and emailed out to our database and synced without emails.

What do you dislike about the product?

As with most things there are features I wish it had and little annoyances I wish they would fix. For example, it often adds logos and images from emails (that are saved to teh CRM) to teh files section. Even though I have turned off (include attachments). I wish there was a way to mass delete files so I could get rid of these. but you have to delete images one by one. So I dont'. I dont' use the phone app much. It's not so bad, but it doesn't integrate with my work flow. I work almost exclusively on the browser interface. I wish there was a more seamless way to log phone calls and tie them to an organization instead of just to an individual.

What do you like best about the product?

It meets our needs. that might not sound very glowing, but it is meant to be. It does what we need it to do. It is very customizable without being too complicated. There are more integrations possible through app connect. I wish I had time to build these out.

We have the support plan. They are responsive and helpful.

What do you dislike about the product?

Bulk editing is compromised and there are minor glitches in the app.

What do you like best about the product?

The application is a user friendly app that helps fulfil all the needs.
Their customer support is amazing.

What do you dislike about the product?

This doesn't allow you for customisation and you cannot do bulk editing

What do you like best about the product?

This is a very user friendly software that makes your work easier. Everything added here is very organised and clean