Description de Insightly

Comptant plus de 1,5 million d'utilisateurs dans tous les secteurs d'activité, Insightly est un logiciel de CRM (Customer Relationship Management) de premier plan avec des intégrations natives à Gmail, Office 365, MailChimp et d'autres applications renommées. Utilisez Insightly pour gérer les données client, les leads et les projets à chaque étape de la relation client et surveiller le pipeline de ventes, tout en mesurant les performances par rapport à vos objectifs de vente et commerciaux.

Qui utilise Insightly ?

Les entreprises de tous les secteurs à la recherche d'un CRM simple à utiliser, mais performant, avec gestion et livraison de projet. Suivez toutes vos activités, des prospects aux projets livrés, sur la même plateforme.

Insightly Logiciel - 1 Insightly Logiciel - 2 Insightly Logiciel - 3 Insightly Logiciel - 4 Insightly Logiciel - 5

Insightly ne vous convainc pas tout à fait ?
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Avis sur Insightly

Note moyenne

Note globale
4,0
Facilité d'utilisation
4,0
Service client
3,8
Fonctionnalités
3,9
Rapport qualité-prix
4,0

Avis classés par taille de l'entreprise (nombre d'employés)

  • <50
  • 51-200
  • 201-1 000
  • >1 001

Trouver les avis classés par note

5
34%
4
43%
3
15%
2
3%
1
5%
Hardik
Hardik
Team Leader (Inde)
Utilisateur LinkedIn vérifié
Services d'information, 11-50 employés
Temps d'utilisation du logiciel : plus d'un an
Source de l'avis

Best CRM solution for every sized organization

5,0 il y a 2 mois Nouveau

Avantages :

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!

Inconvénients :

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

Denise
Denise
Marketing Specialist (É.-U.)
Utilisateur LinkedIn vérifié
Marketing et publicité, 201-500 employés
Temps d'utilisation du logiciel : plus de deux ans
Source de l'avis

Insightly developed to enhance our feeds

4,0 il y a 5 mois

Commentaires : In my experience using Insightly, I haven't run into any serious issues. We used to utilize a strange CRM that was built out of sheets and required us to constantly switch between windows. Using Insightly, we can have all of our data in one place, neatly organized in custom fields. In my opinion, the project page may benefit from more fields in which to provide pertinent data.

Avantages :

Insightly is how I keep track of all the initiatives we have in the works right now. The management of our company's 5,000+ open positions is a major challenge. Insightly makes it easy for us to keep track of all the moving parts, which would otherwise be difficult to do in a secure manner given the project's multi-stage nature.

Inconvénients :

In most cases, the newly opened Org or Project tab doesn't take up more than half of my screen following a search. I can't figure out how to make the page larger. For some reason, the columns on the Relate and Activity tabs don't remember my saved column width. Every time I use it, I have to resize it.

Enni
communications coordinator (Finlande)
Comptabilité, 11-50 employés
Temps d'utilisation du logiciel : 6 à 12 mois
Source de l'avis

Decent CRM software

4,0 il y a 3 semaines Nouveau

Commentaires : My overall experience with Insightly has been good, however, there are other really good CRM softwares that can do the same job or even a better job.

Avantages :

Insightly offers a wide range of features to manage sales and marketing activities. It is user-friendly and easy to navigate. The software makes it really easy to navigate and track customer information.

Inconvénients :

The software is a bit pricey compared to other similar services. In addition, it has some limitations for advanced customizations. Moreover, reports and analytics could be more advanced.

Matthew
Head of Client Engagement & Services (R.-U.)
Conseil en gestion, 11-50 employés
Temps d'utilisation du logiciel : plus de deux ans
Source de l'avis

Insightly highs and lows

3,0 il y a 4 mois

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.

Anne
Director Operations (É.-U.)
Formation professionnelle et coaching, 2-10 employés
Temps d'utilisation du logiciel : plus d'un an
Source de l'avis

Alternatives envisagées :

Customizing Insightly

4,0 il y a 4 mois

Commentaires : I think it is a great, affordable product. I'm disappointed in the Customer Care response (or lack thereof). The Customer Support team is great. They can troubleshoot and fix items. Customer Care is required if you are trying to better/best use the product. I think that group needs some work. Anyone customizing the product should be confident that Insightly knows how it will be used for user's business and that may mean more questions upfront, better understanding of a client's business.

Avantages :

That we could customize. We were able to make this software work for our needs, which were a bit different than how the typical sales team might. We can track our orders and do great reporting. Dashboards are very nice feature. Ability to customize pipelines very helpful and visuals are great. Customer support team is helpful and responsive.

Inconvénients :

Integration with our needs was a bit difficult. Our sales person seemed to understand what we needed to accomplish but I don't think the customer care person is as savvy. Customization is great, but if it impacts how you can report items or get most accurate data, user needs to understand that. We got creative in how we used items and where possible, didn't customize, just repurposed so we got the benefit of the connections Insightly makes. In our haste to be up and using, I don't think enough time was spent on that and rework was involved.