Insightly

La mejor aplicación Insightly

Comentarios: La aplicación hasta ahora no tiene ninguna queja al contrario funciona de maravilla

Puntos a favor:

Que tiene funciones impactantes a más de eso es muy sencilla de utilizar

Puntos en contra:

No tengo quejas al respecto esta aplicación es una maravilla

Best CRM solution for every sized organization

Puntos a favor:

I've been using it for over a year now and it has helped me manage my team's leads, organize events, and keep in touch with my prospects. The ease of use is fantastic, the customer service is amazing, and it's a great tool for any size organization. I would highly recommend this to anyone looking for a new CRM!

Puntos en contra:

Some more filter option can be improve. There is no way to delete multiple files from each customer record

8- year customer still finding ways insightly can improve our efficencies

Comentarios: Insightly has replaced our Outlook contact lists entirely. It also manages and tracks our teams progress on projects, events, and programs much better than using spreadsheets or other options we looked at.

Puntos a favor:

CRM and contact management is fantastic. Our entire team has the mobile app and we can update info on the fly and everyone gets it at the same time. We use the Project Management tool daily to track and organize our work in a variety of areas. Pipelines ensure we don't miss any steps in our standardized processes.

Puntos en contra:

The learning curve was steeper than we expected. With customer support's help (which has been very good) we are now in a place where the software is saving us time and continually making our work more efficient.

easy and friendly to use!

Comentarios: now we can manage all our candidates in the same place, the whole team has acces to the info and the latests updates of each lead

Puntos a favor:

the CRM is really easy to use, friendly and you dont need to attend long inductions to understand its path

Puntos en contra:

sometimes when creating an opportunity, it doesnt work well and it guets stuck and you have to refresh the page and submitt all the info again

Insightly highs and lows

Puntos a favor:

It is relatively intuitive easy to customise, easy to align to specific business needs.

Puntos en contra:

Effective linkage of the databases that sit behind the product. If i log an activity for a against a contact that is part of an organisation, that activity will not be visible under the organisation. This is a big miss. There needs to be total linkage between all databases that sit within the system. There should be a hierarchy from Organisation to Contact to Project to Opportunity etc etc. This causes significant issues when trying to track client experience. Reporting No reports are drillable - they are simply static reports limiting their use. I constantly find myself needing to export a report to Excel so I can build a pivot table to effectively use it. User interface The user interface is very old fashioned and clunky. This is not just a statement about look and feel. When i create a report i get a list of objects with certain data that changes on a regular basis. So I need to select the item from within the report and change the value. But I cant do this quickly from within the report. I need to click on the item which then loads a separate page for the record. Then I need to click into that record which show all of the fields for the entire record. Then I need to click on the field in question, change it and then save it. I then need to close that page down and go back to the report page and refresh the page before this change is visible. This is a terrible UI and UX for a modern product today that is now significantly behind the the currently expected standard.