Insightlyの概要
幅広い業界に150万人以上のユーザーを擁するInsightlyは、Gmail、Office 365、MailChimpなどの一般的なアプリケーションにネイティブで統合できる優れたCRMソフトウェアです。Insightlyを使用すると、顧客関係のあらゆる段階での顧客データ、リード、プロジェクトの管理、販売パイプラインの監視、販売およびビジネス目標に対するパフォーマンスの測定を行うことができます。
Insightlyの対象ユーザー
プロジェクト管理とデリバリー機能を備えた使いやすく強力なCRMを必要とするあらゆる業界の企業。販売の見込みから、デリバリー済みのプロジェクトまで、あらゆることを同じプラットフォームで追跡することができます。
Insightlyをご存知でしょうか？ 別の人気製品との比較
Insightly
Insightlyの他のおすすめ代替製品
Insightlyのレビュー
Susan
A reliable and completely user-friendly tool with immense productivity.
製品を使ってみた感想： Insightly CRM offers a wide range of services for our business to improve our customer services and have provided us with benefits to enhance our marketplace. It has allowed us to successfully engage our working relationships with the clients in a more reliable way. I have also been performing project management tasks with this tool.
良いポイント:
Insightly CRM is itself a very reliable tool which allows the user to gain the most of the advantage with its easy to use features and efficient tools. We can also easily integrate it with other tools to improve the overall productivity. It's super responsive when dealing with the customers. We can easily maintain our sales cycles and ongoing customer service to provide extra care for the clients. The user-interface is also quite easy and manageable than other such tools.
改善してほしい点:
Chrome extensions are bit of a clunky addition which further complicated the working procedure so mostly avoid it. The other tools integration is right on point but the social media integration misses few of the parts and continues to be a wastage of time for us. In the end, it proves to be much effected on our overall work and improves the efficiency of our work routine.
Insightlyからの返信
4 年前
Hi Susan, Thank you for the feedback. The Chrome Extension you're talking about is actually sunset. Try the new Add-On. :)
Natalie
検討した類似製品：
Insightly - We're Back Again
製品を使ってみた感想： 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.
良いポイント:
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.
改善してほしい点:
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.
Nathalie
検討した類似製品：
Useful & inexpensive CRM system for growing businesses
製品を使ってみた感想： Overall is has been satisfactory although, some details that need improvement can turn things into a much better experience.
良いポイント:
It is easy to use and easy to navigate.It does not take much time to get used to all features and to understand how the features work.The best part of Insightly, is the customer support is very responsive and always follows up on requests.They also helped us all the way to achieve our goals as a company.
改善してほしい点:
Some parts of the software need more work and also new features like Service has too many glitches and some functions do not work properly even though have been revised and "fixed" many times.I wish it was more seamless to work with.
Rosalina
Insightly Review: A Comprehensive CRM Solution for Your Business.
製品を使ってみた感想： Generally, Insightly is a very much respected CRM programming that can be an important resource for organizations hoping to really deal with their associations with clients more. While there are a few possible disadvantages, for example, restricted revealing capacities and the expense of the product, numerous clients track down that Insightly's scope of elements, customization choices, and convenience make it a significant expansion to their tool compartment. Assuming that you are searching for a CRM programming that can assist you with smoothing out your business connections, Insightly is certainly worth considering.
良いポイント:
Simple to utilize: Insightly has an instinctive point of interaction and is not difficult to learn and utilize, in any event, for colleagues with almost no involvement in CRM programming.Hearty highlights: Insightly offers a scope of elements that empower organizations to deal with their associations with clients, including contact the board, project the executives, and deals mechanization.Customization choices: Insightly offers a serious level of customization, permitting organizations to fit the product to meet their particular requirements.Mix: Insightly incorporates with an extensive variety of other business devices, including email, showcasing computerization, and venture the board programming.
改善してほしい点:
Restricted detailing capacities: While Insightly gives some fundamental announcing and examination highlights, it may not be pretty much as vigorous as some other CRM programming choices.Cost: Insightly can be costly, especially for organizations that require progressed includes or have bigger groups.Expectation to learn and adapt: Similarly as with any CRM programming, there might be an expectation to learn and adapt for colleagues who are curious about the product or CRM best practices.Client care: A few clients generally disapprove of client care, especially around reaction times and the nature of help gave.
Priyansh
A versatile CRM that delivers on its promises!
製品を使ってみた感想： Because of its adaptability, integration possibilities, and user-friendly design, the CRM is an invaluable tool for every small business owner. While there are certain disadvantages, they are surpassed by the platform's virtues. Overall, I would strongly suggest Insightly to any small business owner seeking for a dependable, adaptable CRM system.
良いポイント:
I recently had the opportunity to use Insightly and I must say, I was thoroughly impressed with the CRM's performance. After evaluating several competitors, I chose Insightly for its versatility and seamless integration capabilities. One of the most significant advantages of it is its versatility. It offers a wide range of features, including project management, email marketing, and lead management. This versatility makes it easier for me and my team to manage different aspects of our business in one place. We were also able to seamlessly integrate it with various third-party tools, including Google Apps and Zapier, to streamline our workflow. Additionally, it also provides robust reporting and analytics capabilities that enable us to monitor our business performance and make data-driven decisions.
改善してほしい点:
Its limited customising choices is one of the drawbacks. I wish I had had more influence over the look and feel of the platform as a small company owner. Insightly's lack of support for mobile devices is another drawback. Users that need to access their data while on the go may find it troublesome as the platform lacks a specific mobile app. I also saw a lack of assistance and support services on the platform. Although Insightly does provide online assistance, I would have liked to have seen more substantial tools like video lessons and live support.
