Box is an online Intelligent Content Management solution that caters to individual users as well as businesses.
$20
per month 3 users (minimum)
Insightly
Score 7.7 out of 10
N/A
Insightly is presented as a modern, affordable CRM that is easy to use, simple to customize, and that scales with companies as they grow, designed to solve common pain points that legacy CRMs can't. Available in any vertical, Insightly CRM customers can add companion products for marketing automation, customer service, and integrations in the same platform. Insightly has more than a million users worldwide.
We have definitely come a long way to finally reach Box. It is undoubtedly a powerful and secure tool that is embedded with many modern features. Moreover, we wanted a platform that has more features and involves less cost. Altogether, it successfully stored many problems …
Insightly is a powerhouse as it help create apps for users and help track various metrics without the need to program it and deploy it on cloud. It also help set permission and provide roles based access to users to help access data and utilize that data for their analysis on …
We like Brivity because it is the back and the front end of the real estate world. It is also specifically for real estate, which helps. One way that insightly is far superior, is that it is more advanced and set up than Brivity. Brivity is still implementing basic things that …
I think Box is great for research teams or anyone that has a large number of files that need to be securely stored. Particularly in the case of social science research, where it is important to protect identifying data, Box is a great option. In cases where teams need a more reliable means for real-time collaboration, I would probably consider a different alternative
There are a lot of things Insightly is great with for Career Services but much of my job is updating things manually because Insightly doesn't have a way to help me manage the database the way we need to. We have multiple academic records per students but needed to have fields that are multiselect on our contacts. These are all manually updated which are very tedious and not the best for what we need it to be able to do
The main feature that I like the most in Box is that it makes collaboration seamless, workers can easily check the documents any time and make changes according to the needs.
Box manages and backs up all of your files on its cloud servers, and provides a very nice interface for creating, viewing, editing, and collaborating on the most commonly used file types (PDF, XLS, DOC, etc.).
Over the past few years, Box has built on top of its basic cloud storage management with a host of other tools, such as workflows, AI, monitoring, and analytics.
It is helping us to make good connections with clients and our workers themselves as to its syncing and viewing feature to all is very much helpful and easy to go.
Once you are immersed in the platform, for all of its integration kudos, the platform became "intuitive" if that is the right word for it. There was some push back from staff on deployment.
The service and support team at Insightly was very responsive, but it seemed as if they had fielded similar complaints, and slower learning curves than we expected.
Unfortunately, while all has worked out nicely now and we are very happy with the platform, we had to have additional instruction time for all the staff during onboarding as workflows, dashboards, and pipelines were more time intensive than expected on the demo.
I like the security features and I like the website. It's easy to use and create and move things around as needed. The main reason for a lower rating is because the Box Sync app is just not a good program. It's a memory hog, it's slow, transfer speeds are slow, and it's not the most efficient route. If you have a large Box account and you need to get a computer up to speed on a large amount of data within Box, you are in for the long haul. Last time I had to do this, it took 3 days to sync all of the files and we are talking around 100 GB worth of data
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
Everything with Box is seamless. It can be integrated into virtually any other software or application. You can even get the app for your phone or tablet to work on the go. File syncing is so quick. The only reason I gave it a 9 is the issue I discussed earlier about the local file application rebooting and not continuing to sync files. Other than that, it's great!
Anyone with any experience with a working knowledge of Facebook or using a Windows computer will be able to quickly adapt to Insightly and use it to suit their needs. It can become more difficult to use as a company might have custom workflows or Insightly customer service might need to customize the program to better suit a company's need. A slow introduction to the system is better than having to learn the program quickly. Parts and knowledge build on each other so it hard to grasp all at once. The learning curve for Insightly is 2-3 weeks while mastery comes with time and exposure to the program
Yeah, it's always worked, I've never had any kind of connection issues, the only issues I've had it I've been on our end when the Internet hasn't worked.
The provider is 100% available, with no downtime, maintenance, or unexpected outages. We have been able to perform solid continuous services for 12 months without any interruptions. We have backups as well, unlike the in-house backup that they keep on their end. I believe they have a very good redundancy and backup infrastructure in case they get any outages.
The general operation and management of Box is very efficient, both when accessing the account, and when adding files, downloading or modifying any document directly. The web platform, mobile and desktop versions work really well and quickly, making all the work and process flow smoothly and without setbacks. So far I have not been able to observe any inconvenience
Pages normally load quickly, but every now and then, as entering updates to fields, it take a while to update. Sometimes even after refreshing the screen, we have to exit and go back in to get the fields or queries to update.
I found their support community lacking in clarity when I experienced a login issue. The error messaging was poor on my Box Sync application. I did not reach out to support staff for help, instead, I reasoned that I should try downloading the Box Sync application again and reinstall it. That fixed my issue, thankfully. I think a less computer-savvy user would've been much more frustrated.
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.
Well, we didn’t get the chance to do this in-person training but rather one-on-one online training with HR in-house. There were PowerPoints to discuss as well as video instructions on how to use the app, so it was okay. We were able to play around with it during the training or onboarding session.
The documentation is good. Since Box is a popular service, there were also a number of YouTube videos and other sources that were helpful as we were considering the product and planning for deployment. Also, the ability to try the free version helped to prepare us.
I've used Insightly's online training &/ or learned as I went. I've found the blogs and online written material helpful. I've also attended a few webinars, which can be useful if you use a J-I-T approach so as not to overwhelm you (or your staff) with functionality that you are using just yet. The fact that it's all available on their website and you can learn at your own pace is invaluable
Be careful with settings. It is easy to get overwhelmed with updates. For example, you don’t want to be updated when doing historical data uploads. I recommend taking off notifications initially and then turn on post you have done your historical data upload.
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
They are kind of the same. And both of them do their job as promised. But for company and project wise I think that Box slightly wins for some points. Which [makes him] win over Google Drive (don't forget that Google Drive is very easy to use and has a lot [of] nice features too).
Insightly is significantly better than Zendesk. It is easy to use, pleasant to look at, and makes sense. However, I don't think Insightly is fair now compared to Salesforce. Insightly can do many of the same things as Salesforce, but I've only started on some of these features. Insightly has excellent potential, and its support team drives me to make it what I believe it can be. For the price, I believe Insightly is worth it.
I don’t have the exact answers for this, but our accounting or finance department negotiates this. They always handle this kind of stuff and negotiate yearly licenses. Usually, they purchase 10 licenses in bulk and ask for a discount in bulk. Other than that, if there are any issues encountered on the app, they account for that. If it’s broken, that’s also taken into consideration when renewing the contract.
(+) 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.
Box has been an only positive experience. It provides a seamless way for me and my team to collaborate on documents in such a way where we're not sending the document back/forth via email. It's a huge timesaver.
Box reduces the risk of sharing a sensitive document to the wrong person via email.
Box has provided a platform where my team can share notes in meetings - this has helped streamline and organize our meetings. Our meetings are more productive and actionable.
Positive Impact>Visibility is critical when it comes to taking proactive measures within the organization. The Insightly Tool has helped use with that which minimizes costs when it comes to rework. We can proactively plan for upcoming growth and identify areas of improvement.
