Gold-Vision CRM is a customer relationship management (CRM) solution built as an integration for Microsoft Outlook.
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Insightly
Score 8.1 out of 10
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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.
It is the best available solution for small businesses due to the licensing model and the ease of use. For companies like us who implement this for customers, it is easy to implement and train users. Larger companies would prefer to use existing products that have been developed for their specific industry or department.
While there are a few things I would improve in the Health Care Providers database capabilities, overall it is extremely helpful in keeping a record of all providers so we can easily access them and add them to the order. This increases productivity by making it easier to verify eligibility, to ensure the breast pump the customer order will be covered under their insurance plan.
A very small item, but I'd love to see Insightly remove the underscores from the file name after download!
Another small hiccup, but sometimes when I click things on Insightly, the page shows a very basic HTML layout but once refreshed works
Some changes aren't always instantaneous, which can be a problem as we move very quickly at our company. But we've learned to work with "Insightly time!"
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
Insightly does provide a highly customizable platform which can be driven by the user in most instances. There are times where there is a need for technical involvement from Insightly or limitations on some of the customizations. Overall, the platform is easy to use and easy to train on for individuals within our organization.
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.
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.
Excellent support provided to deploy the app across all platforms like mobile, desktop and web and allow addition or deletion of users in quick time. It does not require any physical infrastructure and can be scaled at any level. It can be used across office locations to collaborate among users and help streamline workflow required to work on various projects.
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
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
Probably the most important aspect would be the licensing model which makes it affordable for all businesses. Can be adapted to the business without having to change the business model around the CRM product.
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
(+) 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.
It really filled a gap in the market where small business could not afford expensive CRM solutions.
As we are implementing this as a solutions for our customers we don't pay for it, but it provides a monthly income from supporting the infrastructure this has been deployed on.
It is, as of now, the base of our whole operation on the customer support side. It holds all the info we need, and keeps track of everything we do. It is vital for the company, and it has been effective for everything I have had the need to do so far.
It can be a slow platform to navigate through sometimes, and that can upset customers that are in a hurry. However, that is still a valuable asset to the company.
