Insightly

Pros: J'ai apprécié l'interface qui été intuitive et facile d'utilisation. un point fort aussi c'est d'avoir cette liberté de personnaliser les tableaux de bord.

Cons: C'est que la version gratuite est assez limitée au niveau des fonctionnlités.

Pros: Highly customisable and cheap CRM to set up.

Cons: Problematic to use and lacks of automation and integrations

Pros: We can build functionalities that suites us without spending thousands of dollars with developers,Data can also be connected within Insightly,such as connecting contacts and organizations to request and project records.Additionally I like the Kanban view for tracking projects and the ability to pull reports and filter projects.

Cons: Wish we could customize more fields in Kanban view and assign colours for categorization.

Pros: 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.

Cons: 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.

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

Cons: 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

Pros: 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.

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

Pros: 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...

Cons: 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.

Pros: App Connect is amazing. It really does help with efficiencies and workflow. It does so much more than we initially thought! We especially love how it automatically calculates our numbers.

Cons: It is not as user friendly as it is made out to seem. We really do need the App Connect specialist's support. App Connect is very expensive. We are going through our 10 free hours quickly and we have a lot more project we need help with.

Pros: I really like how easy Insightly is to use. It is pretty streamlined.

Cons: Since Insightly is so streamlined, it is hard to make in-depth automations, especially when it comes to actions between different objects

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

Cons: 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.

Pros: I like the project management, pipelines, and the ability and ease of adding tasks and comments to various objects.

Cons: There are so many objects and fields, it takes new users a while to get accustomed to the interface. It also does not have intuitive searching and looks for verbatim entries

Pros: The sales pipeline views were good because you could have lots of different pipeline views with filters and segmentation options applied without having to add them every time. It was easy to see pipeline value, create new fields and to move opps from one stage to another. Equally it was great for setting up automated email follow ups from demos and integrate with lots of other tools.

Cons: The lack of user management and access customisation means it is too easy to let poor spiral out of control and ruin your data. Equally the dashboards/Reports section really needs work as it’s unnecessarily difficult to create reports and dashboards for very simple metrics.

Pros: This customer relationship management software has been functioning brilliantly. I like how Insightly has been reliable and easy to implement.

Cons: Insightly has been sensational. I do not dislike Insightly at all.

Pros: I like the scalability of this CRM solution. Insightly is easy to use and simple to set up.

Cons: I have zero dislikes concerning Insightly. Insightly is amazing.

Pros: This CRM solution has been easy to use and dependable. I like the efficiency of the features of Insightly.

Cons: I do not dislike Insightly at all. Insightly has been so efficient to use.

Pros: 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.

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

Pros: the ease of use and wide range of plugins

Cons: the restrictions on the marketing journeys

Pros: 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.

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

Pros: The visual simplicity and the ease of use for end users

Cons: Ramp time to understand how to best use it to get what I want done.

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

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

Pros: It covers all the bases- customisation, data import and export and all the basic features you would expect and I found it intuitive to use

Cons: It is lacking in some areas- automation workflows for marketing campaigns, and lead scporing on the entry level offer

Pros: 1. Good UI 2. Works in less bandwidth 3. Easy to operate 4. Flexible product team

Cons: 1. Relatively expensive 2. App is not optimised 3. Should work according to clients’ workspace/ availability 4. Should have AI integration

Pros: Fairly easy to setup. The adoption rate is slow because a lot of apps are not available for it especially in an industry that is newer.

Cons: Objects do not talk to eachother making reporting extremely difficult