Opiniones de Insightly

Lo puedes integrar con apps de uso diario como Gmail, mailchimp y outlook. Ofrece una variedad de herramientas para la gestión de proyectos, desde la creación de tareas y seguimiento de tiempo, hasta el establecimiento de objetivos y fechas límite. En este sentido es bastante completa. También automatiza procesos

Me ha resultado difícil de aprender y un poco complicada. Te da muchos usos para personalizar y a veces es mejor que cuanto más simple sea, más efectiva para el uso diario.

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

No tengo quejas al respecto esta aplicación es una maravilla

high-performance, easy-to-use software with very simple features

I find no disadvantages for the moment good for competing

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

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

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

I have zero dislikes concerning Insightly.
Insightly is amazing.

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

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

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

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

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.

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

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

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

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

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

the ease of use and wide range of plugins

the restrictions on the marketing journeys

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

The time it takes to customize it for me.

Insightly has given us an ability to keep track of all our sales and all our clients' contact details so that we can contact anyone promptly. It is one of the bets CRM softwares and it is free for limited users and we don't need more users in our company so this software has become very useful to us.

There is not much cons but just one that we have found. Email integration could be improved. Other than that it is fine.

Very customizable and able to tailor the platform to fit the needs of sales. Straightforward pipelines. Lead/contact management is crucial to our business, and this platform helps store them in one spot which can easily be looked up. Email leads/contacts straight from the platform with pre-written messages.

The email notification about tasks being updated or changed could be cleaned up. 3 seperate emails for someone updating a task, the pipeline moving to a different stage, and a new task for me. Would like this to be more simplified, especially if someone uploads a file into my opportunities - too many email notifications to sort through.

Custom automations, 3rd party integration

Last of a robust phone system integration and the last of a prospecting module

It does just what we need with a little modification to our methods

This tool can't do everything like a tool like Salesforce CRM. It also doesn't require a full time Admin like Salesforce.

Insightly has been user friendly since, easy to navigate

Sometimes there are bugs wherein you were able to save the changes but it does not reflect asap

The Insightly platform is user friendly and easy to access at an affordable price. It is a great tool for sales forecasting, sales management, and as a CRM. I would recommend it to anyone looking for a useful, customizable tool that is good to manage a small company.

I can't say anything bad about insightly. It does exactly what we need it to.

Tracking past activities and sales opportunities.

Not being able to track phone call activity.

I use insightly on a daily basis. If everything weren't organized and conveniently accessible, my overall productivity would be reduced.

The UI could look a bit smoother, although that mostly comes down to personal preference. In terms of usability and functionality, everything is there.