18 anos ajudando empresas portuguesas
a escolherem o melhor software
Insightly
Conheça Insightly
O Insightly é um software CRM fácil de usar, com integrações nativas para Gmail, Office 365, MailChimp e outros aplicativos populares. O Insightly é um software CRM com mais de 1,5 milhão de usuários em diversos setores. As empresas usam o Insightly para gerenciar contatos em todas as etapas do processo de vendas, acompanhar o relacionamento com os clientes, supervisionar o pipeline de vendas e muito mais.
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
A good option for SMEs
Comentários: A good value option for SMEs- it will cover the basic functions you need and enable you to run basic marketing campaigns but won't give the added functionality of the more complex options out there. At the same time, it is priced quite low at the entry level so may fit your needs!
Vantagens:
It covers all the bases- customisation, data import and export and all the basic features you would expect and I found it intuitive to use
Desvantagens:
It is lacking in some areas- automation workflows for marketing campaigns, and lead scporing on the entry level offer
A versatile CRM Tool
Comentários: By centralizing customer data, communication history, and project details in one platform, Insightly eliminates the need for multiple disjointed systems, reducing the chances of information silos and miscommunication.
Vantagens:
Its intuitive user interface, making it easy for teams to adopt and use efficiently. The customizability of pipelines, dashboards, and reports enable users to tailor the system to their specific needs.
Desvantagens:
The reporting and analytics tools to be less advanced compared to other CRM platforms, making it challenging to create highly customized or in-depth reports.
Poor quality, high cost
Vantagens:
They offer sufficient customer support for setup and management
Desvantagens:
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 does what we need it to do.
Comentários: It meets our needs,that might not sound glowing,but it is meant to be.
Vantagens:
We can build functionalities that suites us without spending thousands of dollars with developers,Data can also be connected within Insightly,such as connecting contacts and organizations to request and project records.Additionally I like the Kanban view for tracking projects and the ability to pull reports and filter projects.
Desvantagens:
Wish we could customize more fields in Kanban view and assign colours for categorization.
Insightly is good, but there are better CRMs out there
Comentários: Insightly is great a simple every day tasks, but does not handle complexity very well.
Vantagens:
I like the collaboration capabilities with API via Appconnect, AutoCAD, BricsCAD, Loveland Innovations IMGING, etc
Desvantagens:
The cap of fields in a custom object, the automations not triggering correctly -> you have to delay triggers so that automations do not overlap and contradict each other. Sometimes automations to not trigger at all. There are a lot of holes and catch reports that need to be created.
