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.
$348
per year per user
JazzHR
Score 5.9 out of 10
N/A
JazzHR is an ATS and recruiting software. JazzHR aims to replace antiquated hiring processes like email and spreadsheets with an intuitive applicant tracking system that helps recruiters and hiring managers build a scalable and effective recruiting process.
Insightly is an easy and affordable solution compared to other CRMs. The implementation and training costs are significantly lower than other CRMs I have implemented. Email and document integration is much better with Insightly. Having the ability to enter emails and notes …
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
Since it allows you to tag candidates based on their level of talent or potential utility to the company, it is best used to identify the best prospects in large operations, such as multi-franchise oriented businesses that cover all kinds of sales. It can be used to make periodic assessments of the level of employee growth in certain departments, and based on the results let us know if certain employees would do better working in another type of area, so that the overall work operations are more uniform. JazzHR could excel in departments that use a high level of reporting, as its administrative tools provide high content reports with statistics on the performance of each employee or candidate at different levels.
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.
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 worked well for the majority of our needs and is still in use even though I've left the company. The Resumator was an interim solution until we found a system that integrated with all our other internal systems. However, we ended up staying with it because of ease of use
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
It's not a 10 due to the eTemplates. If those were less time-consuming to set up and if some common forms were available to select from already set up, then I would give it a 10.
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.
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.
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.
Each person I've spoken to have been helpful, positive and encouraging. Once you begin using JazzHR, they have intervals in which they reach out to you to see how you're doing or if you have any questions. When you're setting up, they review what you've done and offer praise as well as suggestions on how to make it work better for you. They offer webinars and online training videos to walk you through every process.
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.
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
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
A solutions consultant walked me through each step. It was easy. As I progressed in setting things up, their support contacted me to set a time to walk through any possible issues and make suggestions on a better way to set it up. At any time, if I had a question, they were available and there are also training documents and videos available.
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.
Both Greenhouse and Lever at least seemed to have great products and great teams; they simply weren't worth 2-5X the cost for us. Now, let's be clear - a platform that helps you hire the best people is a certainly worth 2-5X (or perhaps 10X) the cost. However, for most small and medium businesses, the three platforms are very similar. Once you have ~100s of different positions or ~100,000 applicants, then a more advanced ATS could be worth the cost. For us, Jazz is excellent. We have about 8 types of roles and 250 employees, and we see the Jazz system working very well for us even as we grow to 1,000+ employees.
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.
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.
