Bitrix24 vs. Insightly

Bitrix24 is highly beneficial for teams that are geographically dispersed or working remotely. Its real-time communication tools, including instant messaging and video conferencing, enable seamless collaboration regardless of physical location. The centralized document management feature ensures that team members can easily access and collaborate on shared documents from anywhere, facilitating efficient teamwork in a remote or distributed environment.

Insightly is very well suited to track steps in a particular process. It is also very easy to connect contacts, organizations, requests, and projects. It is great for storing data in a way that is easily referenced. It is a helpful tool for facilitating team collaboration. The connectivity to our website forms is also very useful. It is less appropriate for tracking financials as far as invoicing and payments.

Incentivized

• Huge opportunities for customization, integration with other services. Easy search for solutions to setup questions.
• The ability to write letters directly from the system with the help of a binding for working mail.
• The presence of an application for Android. This helps to get access anywhere.

Incentivized

• Support>It feels like a partnership and support is a critical asset to consider when adopting new tools
• Customization>The ability to customize with custom objects has allowed us to utilize Insightly in unique ways.
• Customer Feedback>They very much are interested in soliciting client feedback when it comes to product planning.

Incentivized

• It's user interface can use some work. Although it doesn't take as long as some other software to learn, there is still a bit of a learning curve when it comes to day to day usage.
• Bitrix offers a lot of features. It would be nice to have those features laid out in an easier-to-read layout, versus the long list at the side of the page.
• It's mobile app functionality is quite limited. It can be difficult to work with other team members, solely off of their mobile app.

Incentivized

• There are some minor glitches such as the screen freezing up. You can fix this by refreshing the page and it doesn't happen often but when it does, it does disrupt the flow.
• Pulling a report from multiple objects is limited. You have a lot of options but there are some things you want to be able to pull in together and you can't.
• Items such as Contacts and Organizations don't always link together.

Incentivized

Insightly offers a great product; it's the right fit for our company at this time. We were, however, considering moving to Contactually due to their cost effective automation features. However, they lacked the project management capabilities of Insightly. As our company grows, we would love to stay with Insightly - and if they can nail the automation and add the ability to customize a little bit more, it would be the perfect solution for us. For a larger company with a more involved sales team, you might find the metrics/reporting to be a bit basic. Insightly offers great customer service even to free customers

It is a time-saving CRM that will help save time by using one application for all your business needs. Our brain sees colors, images, drawings, it is very visual, and so is Bitrix24. You can plan visually and easily see how everything is progressing. It has tasks, projects management, chat and video, CRM (as you know), visual staff structure, calendar, shared drive, mobile app. You can't ask for anything better out on the market for what you get with their free version and also their step-up plan is $20/month, all the way up to $200, they have a plan for your business. Get your free account and try it out for a few weeks.

Incentivized

The reports are easy to customize and generate within seconds. The pipeline clearly shows what is going on with the order, so we don't have to waste time frequently checking in. The database helps us quickly look up a healthcare provider's NPI so we can add it to the order and verify eligibility for insurance.

Incentivized

Knock on wood... I haven't had any difficulties with Insightly's availability to-date. I mostly use it on my desktop and infrequently access via my Android phone. No access issues.

Incentivized

The interface is very user friendly and easy to navigate. Reports can quickly be made, including custom fields.The website response has always been quick to load and has never been unavailable when I have needed access. They listen to requests for additional or custom features, and they hold workshops frequently to assist new and experienced users.

Incentivized

The absolute worst! Your only contact method is via the paid version and via a chat window. They will take days to answer and when they finally do answer, they will provide nothing but a half baked canned help file.

We have used Insightly for almost 2 years now. We have always been able to get in touch with support for a variety of reasons and they have never disappointed us. The support staff have always been very understanding. They have assisted with answers to our questions and have provided great tech support. We would highly recommend them.

Incentivized

Insightly is a very useful tool, it has the essential capabilities that a company need. Easy to use and very intuitive, so, you don't need tutorial or extra documents. Navigation inside the platform is quite simple. You will be able to store your client's information, about your potential business opportunities, organize teams and users and, connect your emails

Incentivized

did not participate in the implementation of this product did not participate in the implementation of this product did not participate in the implementation of this product did not participate in the implementation of this product did not participate in the implementation of this product did not participate in the implementation of this product

Incentivized

In fact, I use both, but in different ways, monday to control the internal agenda, Bitrix for all other parts within the company, such as task control, chat with employees and with calendar also for control in two systems. Bitrix is ​​more complete and has many more features, but its purpose is also different from monday.

Insightly has far more modern applications than GoldMine. It allows for more customizations. Our reports are nicer looking and it seems much more user friendly. Insightly also seems to be more than just sales focused. GoldMine seemed to really be geared more towards a sales staff. Insightly has more capabilities for our future needs as well

Incentivized

(+) Being able to download my LinkedIn connections was a huge benefit. (+) I use the task function to stay on top of my follow-up activity which is another positive feature. (+) The sorting capabilities also help me pinpoint the contacts that I need to stay on top of. (-) When I add a new lead from an existing organization, I would like the organization's information to automatically populate the fields like address, website, description. I enter all that information manually. (-) My mass mailing experience has been tedious due to the email function being interrupted and crashing due to bad email addresses in some of my records. (-) Many of my leads do not have current email addresses. I wish Insightly offered a tool to help find email addresses. I spend too much time researching to find email addresses.

Incentivized

• It definitely has a positive impact as it helps with collaboration and improves data health.
• Overall it reduces time and speeds up the processes and helps achieve more in the less time.
• It has helped target the right customers and the success ration or the success rate has gone up when we have sent out marketing campaigns.

Incentivized

• We started using Insightly to organize our company, and it's done just that and more which provides value that money cannot buy.
• Insightly allows our sales team to stay on top of sales leads more so than doing so without it, which in turn creates more sales opportunities.

Incentivized