Com mais de 1,5 milhão de usuários em todos os setores, o Insightly é um software de CRM com integrações nativas ao Gmail, Office 365, MailChimp e outros aplicativos populares. Use o Insightly para gerenciar dados do cliente, clientes potenciais e projetos em todas as etapas do relacionamento com o cliente, monitore o pipeline de vendas e meça o desempenho em relação às metas de vendas e negócios.
Quem usa Insightly?
Organizações de qualquer setor que procuram um CRM fácil de usar, com gestão e entrega de projetos. Acompanhe tudo em uma mesma plataforma, desde clientes potenciais até projetos entregues.
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Avaliações do Insightly
Comentários: I like this software because of its performance and ease of use accompanied by very simple functionality and I don't blame it for anything at the moment which is rare
high-performance, easy-to-use software with very simple features
I find no disadvantages for the moment good for competing
Alternativas consideradas anteriormente:
Insightly - We're Back Again
Comentários: We love Insightly and have solved the major issue of project management as well as integration with Quickbooks so we can have a high level overview of each project, opportunity, and where we are with the quickbooks billing. It saves us a lot of time and removes a lot of human error in our processes as well.
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.
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.
Insightly is a reasonable CRM with decent functions
Comentários: I selected this as our CRM. We switched over from Zoho which was universally hated by our sales guys.
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.
No significant draw backs to it. I would say it's a middle of the road CRM system that is neither great nor terrible.
Poor quality, high cost
They offer sufficient customer support for setup and management
The entire interface and user experience is very poor. Cost is very high for a low quality product that looks 10-15 years old!
Insightly is a great CRM Tool
Comentários: Overall, the CRM product has been a great business tool for everyday use. I would certainly recommend it to a business if they can afford the price point.
Insightly offers many products and features to be a one-stop-shop in the administrative world. It allows a company to keep all of their client information in one location and access quickly and easily. It allows emailing clients directly in the software as well as filing previously sent emails to a client.
The way that some of the fields are set up, they are not made for quick editing, copying, etc. The phone number fields do not have an automated template, the number can be input anyway. The address fields, specifically state, do not have preset options and either can be an abbreviation or spelled out. It would be nice if these were preset so that it is uniform when printing reports, etc. Lastly, once you create a lead, even after converting to a contact, the lead still shows up when that specific client is searched for. It can be confusing when you need to click quickly.