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Pay per user
All Apptivo Apps
Role based access control
Priority customer service: Phone 24/7
Plugin & API access to integrate with your website: 20,000 requests/day/user
Create custom attributes
Manage Email Signatures
Google Docs & Drive
Google Forms integration
Quickbooks Online Integration
Google Contact and Calendar Sync
Microsoft Exchange Calendar Sync
100 GB Storage
50,000 Rows File Import Limit
400 Custom Fields
Priority Email Support
Personalized Onboarding Sessions
I first learned about Insightly in researching CRMs for the furniture company, I was heading up marketing and assisting training new sales reps. Teaching old dogs new tricks is no simple task in sales and furniture sales, it's even more apparent. Most seasoned sales reps are anti-computer, so I needed a CRM that was easy to use and simple to reference. Insightly did the trick. I tried several before landing on Insightly. Some have more features but added complications that frustrated my test subjects. Our sales team needed a simple solution to capture customer info and the products they were interested in. The integration with our Gmail powered email service was the biggest selling point. I added it to our account, and everyone was able to add emails sent to the customer directly into the captured customer info in Insightly, so if that rep was to leave, I could reassign that lead to another rep. This came in handy and keeping the customer happy and making the transition to another sales rep seamless. I do wish the follow-up process was more hands off but for the price, it's worth that step's absence. Plus, your sales team should be reviewing their leads on a daily basis anyways, right? You can even test out Insightly with three free accounts and most of the features for free. I think that's pretty awesome as most companies don't let you use it without harassing you mercilessly until you decide to keep it or pass. I used Insightly for 2 months before handing off to the team of 300+ sales reps. And they liked it As with any new procedure, there is some training involved. But sales reps who are organized can see the benefits and adapt rather quickly. I was really surprised at how easy it was to get them to use it. I normally had to fight everyone to get them to use it. But that Google App integration puts it just a click away when anyone within the company was browsing the corporate intranet page I built. Younger sales teams may pose a greater demand on more robust CRMs with all kinds of features. But if you're looking for simplicity and are using the Google Apps for Work platform, I recommend giving Insightly a shot.
It seems that Apptivo cannot realistically address our suppliers issues. There is no way to easily integrate supply products into the system as margins are not automatically calculated etc. The product has loads of potential, but currently, it has serious issues with supply chain management.
Friday 30 December 2011
Having a project management solution can help keep your task and your budget on track and today we are lucky to have so many solutions available in the cloud for affordable prices. Apptivo provides a robust solution for free – so it is definitely worth a gander.More about Apptivo
Monday 31 December 2012
What do you like best?A decent tool for Time Tracking, Invoicing, Opportunity management. It essentially seems to be geared toward Professional Services organizations. Especially with features like Time Tracking, Invoicing, etc. I like the fact that these services are integrated and native to the application. What do you dislike?The opportunity management features, reporting, and searching definitely seem to be lacking as compared to Salesforce. The interface is clumsy and difficult to use. The app itself feels incredibly slow.More about Apptivo
Saturday 25 April 2015
I've been quite a happy Insightly user for the past few years. Lately, I had a growing amount of reminders that didn't get sent to my email. I've missed a few critical milestones and lost a few deals because of that. I just didn't get reminder for tasks I managed at Insightly. So I approached Insightly customer support. Never got them to reply sooner than 48 hours post sending the ticket message, and I keep getting replies saying (in short): we can't help you! CRM is such an important aspect of business management, and I can't live with such an attitude. Am now actively looking for an alternative, although I like Insightly approach to CRM and acknowledge the time and effort it will most likely take to make the transition. Even so, can't work that way anymore. Truly am sad to say, I Would not recommend Insightly to anyone.More about Insightly
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