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Reseña de Insightly CRM
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915 Insightly CRM Reseñas
Sentimiento General de la Reseña para Insightly CRM
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I like that i can Work on project management and CRM In One place
I like That i can Integrare other Leading App such as google drive quickbooks
I like that I can have access on the go on mobile
I like that I can see all my tasks in one place based of importance priority and delivery date Reseña recopilada por y alojada en G2.com.
i have honestly satisfied because when I have something to propose, they take in consideration ! Reseña recopilada por y alojada en G2.com.
Easy to maintain my customer list, track projects, and record emails. I mostly use it to manage campaigns. Reseña recopilada por y alojada en G2.com.
I'd like an easier way to track projects in progress--a visual way would be best. Right now, I use Trello for that, but I dislike having to switch from app to app.
Also, maybe it's my network or maybe it's your databases, but it takes too long for each screen to refresh. Reseña recopilada por y alojada en G2.com.
I think the best part is search and email attachment widget Reseña recopilada por y alojada en G2.com.
The design and overal look and feel of the platform. Also I don't like that there is no easy way to connect google calendar Reseña recopilada por y alojada en G2.com.
I really enjoyed the user interface of Insightly. Was easy to navigate around the website, and getting information about each individual contact was convenient. Specifically, one of the features that proved to be invaluable was the tags feature. Was really cool to organize contacts by how I saw fit and not have to work within specific, sometimes rigid, criteria that may come with other CRM platforms. Reseña recopilada por y alojada en G2.com.
Maybe it was because I simply didn't know how to do this, but I would have liked to be able to integrate my contacts into other features of Insightly, such as Events, Tasks, Calendar, Opportunity Reports, etc. Instead of just being a place where I could house my contacts, I would like to have been able to check off events they went to or are going to, specific tasks our organization has with that contact (send them report, email their assistant, etc.) - things of that nature. Reseña recopilada por y alojada en G2.com.
Me gusta lo fácil que es navegar por el CRM y la accesibilidad de la aplicación móvil. Reseña recopilada por y alojada en G2.com.
No me gusta que Insightly no se integre fácilmente con programas de marketing (es decir, Marketo, etc.). Reseña recopilada por y alojada en G2.com.
I believe that Insightly is reliable. The amount of storage information that is available for this software is very useful. The constant 3-prong reminders are great to have. Reseña recopilada por y alojada en G2.com.
I wish there was a constant reminder to update contacts. Because there is a large storage of information, information can easily be outdated without reminders. Reseña recopilada por y alojada en G2.com.
Insightly is a great too that I use on a daily basis to organize tasks and keep track of projects. Reseña recopilada por y alojada en G2.com.
I would like to edit and/or move tasks in groups rather than individually. Often times due dates change for multiple tasks, and it would be nice to change them all at once. Reseña recopilada por y alojada en G2.com.
Capacidad para importar contactos, añadir usuarios y configurar un flujo organizacional. Reseña recopilada por y alojada en G2.com.
Lo único que no gusta son las opciones de visibilidad para aquellos fuera de una organización. Reseña recopilada por y alojada en G2.com.
Solía gustarme los campos de Proyectos y Oportunidades para usarlos en la gestión del pipeline y mis esfuerzos de ventas relacionados con él. Reseña recopilada por y alojada en G2.com.
Hicieron una actualización, ahora hay fallos. Borraron un año de mi trabajo, no hay copia de seguridad y no les importa ni se disculpan. Reseña recopilada por y alojada en G2.com.
