Insightly

Avantages

Insightly's design is intuitive and easy to understand how to set up. I recall starting to use it on the first day, right after an initial walkthrough. We did not hire anyone to assist. Then I evolved the setup as time went by. Opportunities & Projects are key to us and with good naming practices they are easy to refer to as needed in the future after completion: such as "2023..Smith Company-New boiler project". And all parties connected to a Project can be linked so easily. Attach price quotes to it: ours to the client and supplier to us. Automatic tasks when you change from Opportunity to Project can alert others to place orders, put into our financial software, etc...

Inconvénients

They like to push their AppConnect but we really don't need that level of complexity AND they have lots of built-in interfaces into other apps like Quickbooks (which is limited but great for small business situations where elegant interfaces are not needed. Also, we tried their Service apps and found them lacking for the kind of Service that my company does: We install boiler systems and provide ongoing services for them--not free or by annual contract. So we needed a way to easily send invoices and collect $ for work done. Insightly seemed to be oriented to Software service contract situations where annual contracts are the norm and all interactions are free and nobody leaves the office. I suppose it is good for that but not so much where you have trucks driving 100 miles to do a repair.

Avantages

Its intuitive user interface, making it easy for teams to adopt and use efficiently. The customizability of pipelines, dashboards, and reports enable users to tailor the system to their specific needs.

Inconvénients

The reporting and analytics tools to be less advanced compared to other CRM platforms, making it challenging to create highly customized or in-depth reports.

Avantages

I like the collaboration capabilities with API via Appconnect, AutoCAD, BricsCAD, Loveland Innovations IMGING, etc

Inconvénients

The cap of fields in a custom object, the automations not triggering correctly -> you have to delay triggers so that automations do not overlap and contradict each other. Sometimes automations to not trigger at all. There are a lot of holes and catch reports that need to be created.

Avantages

The self-served ability to customize our pipeline by service offering.

Inconvénients

Service after the sale to help us understand the other suite of services that we are not using well or at all.

Avantages

Helps keep track of tasks and contacts very well

Inconvénients

Wish there was a way to group tasks by a certain type of task

Avantages

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

Inconvénients

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.

Avantages

I most liked Workflow management and activity lists

Inconvénients

USer interface for Project and Task Management

Avantages

I love how easy it is to change to pull the information that I need to see. This allows us to have the best information. When you have the best information you improve the speed of getting the products out and you improve the quality of the products the consumer receives.

Inconvénients

The search feature can sometimes be a little finicky when you are trying to search for a very particular project. This is probably the biggest issue that I run into on a daily basis.

Avantages

We have used Insightly for 8 years now and it has been so user-friendly to build our Program database. From the customizable fields to the reporting features, it does everything we need for it to do. Insightly has helped us to streamline our processes, making our mission easier to manage every day. And the reporting features have allowed us to provide every kind of data to generous supporters who in turn donate to our mission.

Inconvénients

To get some of the features we are using today, the cost has increased significantly.

Avantages

Insighty is super easy to use. Being able to set tasks to know who you are chasing/following up means that it's all in one place and you do not have to depend on your outlook calender.

Inconvénients

Reports are good but can be a bit difficult to set up.

Avantages

Very user friendly, custom views for all users is great, reporting is excellent. Custom modules have their limitations but have worked very well for our business so far.

Inconvénients

There needs to be a better way to link related requests to opportunities.

Avantages

Ease of use. Easy CRM tool. We are happy with the services and options.

Inconvénients

We haven't found a con as of yet! We are happy.

Avantages

the ease of use and wide range of plugins

Inconvénients

the restrictions on the marketing journeys

Avantages

I liked how easier I could manage contacts and tag them for a variety of purposes. This was my main reason to use the software.

Inconvénients

As a solopreneur, I did not like that a lot of the features available didn't seem designed for me and I felt like I was paying for features I did not need.

Avantages

It was extremely easy to install, even though I wanted to clarify some features and it was impossible.

Inconvénients

I registered, I used it for a while for CRM purposes and then I wanted to close my account.

IMPOSSIBLE!

Insightly is spamming every day and there’s no way to go out of this day & nightmare

Avantages

Insightly does a pretty reasonable job as a CRM. It's quite easy to use and pretty. It has some integrations out of the box and is easy to customize.

Inconvénients

No significant draw backs to it. I would say it's a middle of the road CRM system that is neither great nor terrible.

Avantages

They offer sufficient customer support for setup and management

Inconvénients

The entire interface and user experience is very poor. Cost is very high for a low quality product that looks 10-15 years old!

Avantages

Once the system is customized for you, it is really easy to use.

Inconvénients

The time it takes to customize it for me.

Avantages

The task and project management works well (even though it could be improved upon).

Inconvénients

As a dedicated CRM system I feel it’s not the softwares strongest element. There is definitely better out there but as a joint package it makes up for its flaws.

Avantages

The ease of tracking multiple types of projects and stages of the project and the visibility of each project's status. We tried Hubspot for two years and came back with Insightly as it was so much better to use.

Inconvénients

The marketing function, and the products, pricebooks, and quotes could use some additional features compared to their competition. They aren't as easy to use and can be clunky at times.

Alternatives envisagées 

Salesforce Sales Cloud

Pourquoi choisir Insightly 

We had been with Insightly for three years, then switched to husbpot before all the new marketing features were released in Insightly. After the person left who had us make the switch to Hubspot, we went back to Insightly and questioned why we ever left.

Logiciel antérieur 

HubSpot Marketing HubOpens in a new tab, HubSpot Sales HubOpens in a new tab, HubSpot CRM et HubSpot Service HubOpens in a new tab

Pourquoi passer à Insightly

Insightly was easier to use, we knew how it worked and our team who is not as technologically advanced was able to pick up and use the system very easily with limited training.

Avantages

All in one data base for all information regarding clients, sales, operations, marketing, etc.

Inconvénients

It's a little bland and it's semi difficult to set up to work well for you. Once you've got everything dialed in though it works like a charm!

Avantages

First, the simplicity of Insightly has been key in internal adoption of the tool for the company. Insightly is my go to tool for keeping my day planned with tasks. Secondly, the customization Insightly allows with the custom objects has really allowed a level of visibility within the company that we simply did not have prior to partnering with them. This tool is quickly becoming a key focus for the organization as it allows for the operational team to automate key operational processes which in turn increases quality, decreases risk, and decreases labor costs.

Inconvénients

Expanding the automated workflow options would be of great value to organizations. Additionally, the limitation on page layout rules can be challenging. Making this unlimited would be a preference for the organization.

Avantages

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.

Inconvénients

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.

Alternatives envisagées 

Zoho CRM, Salesforce Sales Cloud, Basecamp et HubSpot CRM

Pourquoi passer à Insightly

The seamless integration of the CRM part of the tool with with tracking our work in other areas such as projects, events, programs, workshops, etc.. in the project management part of the tool.

Avantages

As a national business it's critical that we have visibility and can track what stage the projects are at. It is also generating key reporting which influences business decisions

Inconvénients

Once things are set up the system is good, but like any system its only as good as the information you put into it. We have the hang of it now and it's working well.

Having the tiers of product offering based on pricing with limited functionality is disappointing at times especially when it comes to reporting.

Avantages

Insightly Helps small and mid business manage their leads and projects online, through a fully fledged cloud based tool that provides an abundance of smart features, including customer insights from internet sources, and structured project/opportunity management platform.

Inconvénients

It is probably requiring some advanced knowledge from our end, but integrating Insightly with e-mail services, social media and other 3rd parties seemed to be complex. We've been using Insightly in its early times, and I'm sure that things went better afterwards with the continuous improvements by Insightly amazing teams.

Alternatives envisagées 

Vtiger CRM, Zoho CRM, Salesforce Sales Cloud, Bitrix24 et HubSpot CRM

Pourquoi passer à Insightly

In its first launch, Insightly shown more functions for small businesses that attracted me, especially for individuals with no previous experience of online software CRMs. Nevertheless, each of the other competitors on the market has its competitive advantage, and addresses the needs of a particular niche. Each consumer needs to know first what features make sense to their business before choosing a CRM.