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Avis sur 915 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 Avis collecté par et hébergé sur G2.com.
i have honestly satisfied because when I have something to propose, they take in consideration ! Avis collecté par et hébergé sur G2.com.
Easy to maintain my customer list, track projects, and record emails. I mostly use it to manage campaigns. Avis collecté par et hébergé sur 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. Avis collecté par et hébergé sur G2.com.
I think the best part is search and email attachment widget Avis collecté par et hébergé sur 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 Avis collecté par et hébergé sur 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. Avis collecté par et hébergé sur 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. Avis collecté par et hébergé sur G2.com.
J'aime la facilité de navigation du CRM et l'accessibilité de l'application mobile. Avis collecté par et hébergé sur G2.com.
Je n'aime pas que Insightly ne s'intègre pas facilement avec les programmes de marketing (c'est-à-dire Marketo, etc.). Avis collecté par et hébergé sur 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. Avis collecté par et hébergé sur 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. Avis collecté par et hébergé sur G2.com.
Insightly is a great too that I use on a daily basis to organize tasks and keep track of projects. Avis collecté par et hébergé sur 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. Avis collecté par et hébergé sur G2.com.
Capacité d'importer des contacts, d'ajouter des utilisateurs et de configurer un flux organisationnel. Avis collecté par et hébergé sur G2.com.
La seule chose qui est un inconvénient est les options de visibilité pour ceux en dehors d'une organisation. Avis collecté par et hébergé sur G2.com.
J'aimais les champs Projets et Opportunités pour les utiliser dans la gestion du pipeline et de mes efforts de vente s'y rapportant. Avis collecté par et hébergé sur G2.com.
Ils ont fait une mise à niveau maintenant il y a des bugs. Ils ont effacé une année de mon travail, il n'y a pas de sauvegarde et ils ne se soucient pas ni ne s'excusent. Avis collecté par et hébergé sur G2.com.
