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.
$0
per month Up to 2 users
Picsello
Score 10.0 out of 10
N/A
Photography business management software is for photographers, and helps them manage, market, and manage their business at every stage. It includes a client booking system, where the user can create and view sessions and events right from a calendar, as well as promote upcoming events right from a public profile. Integrated email supports communicating with clients, and its streamlined process guides clients through the entire booking process so they can view availability and proposals, sign…
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.
Picsello helps you stay on task. I have struggled with being too nice to clients in regards to when they pay for my services but Picsello fixed that. A payment schedule is included in the proposal process so when you send the email to your client, they'll get their contract, questionnaire, pricing details and a request for payment to secure booking. That's one less item on my to-do list and I can move forward with my workflow.
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.
People like flexibility and being able to work with previously established vendors that are different from the print vendor currently available in Picsello. I know additional partnerships are forthcoming and once they do I think this product will only increase in popularity.
One feature that would be helpful is to be able to block off time in the calendar so potential clients can view your availability.
I'd like to be able to enter multiple contacts under a single client. If you have a large group and you have their email addresses you could send the gallery to more than one person but from the same job.
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
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.
Picsello is a 10 because it has everything I need to successfully run my photography business. I can communicate with my client, get them booked and paid all in one location. I don't need a separate gallery manager, I don't need to remember gallery passwords, I don't have to worry if I remembered to send a contract to a client, I don't have to worry if I don't hear back from a client about their gallery because Picsello will tell me when they logged in to view it. And best of all, I know what I need to charge in order to earn the goal I set for myself and at the end of the day, it's all about earning money doing something you love!
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.
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.
The people at Picsello are genuinely interested in seeing you succeed! Are you having trouble deciding what to charge? They have a Mastermind Facebook group, and they have business coaching available. Are you frazzled and just need a little extra help, Customer Success is there to listen and dive into the app with you. Are you new and just need some guidance? Customer Success is there to walk you through the process or send links to demo videos or to sign you up for a one-on-one meeting. These people have been truly nice to me as I've gotten help and learned the product. Customer Service is a big deal to me and this company is going to have my business for a long time.
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
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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
Against Pixieset: I like Picsello better for a client experience and managing pricing and galleries. Pixieset is too complicated and cumbersome. Setting up the store is required before you can sell products on Pixieset and that's one large step more than Picsello. Against Honeybook: This is a product that's too generic and doesn't have even half the features of Picsello. It might work for freelance type work but a photographer needs way more than what is offered. It's just not made for photographers so it fails to hit the mark. Shootproof is another I tried but it's just not robust enough. There aren't enough features to help you successfully run your business, but if you'd like to add music to a photo montage, they've got you covered. That's fun to have but it's more important to earn a livable income and Picsello has them all beat with the Smart Profit Calculator!
(+) 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.
By incorporating everything I need in a single email to my client, it saves me time. The contract, questionnaire, pricing details and payment are all sent over in one email and the automation takes over from there as the client signs everything and returns it with payment. So much time saved!
Having all my clients saved in this platform is a space saver for my Contacts app and so easy for me to contact them on the go since Picsello is mobile-ready. I can use it's full features anywhere!
The questionnaires are a godsend! I use to have word documents saved all over my laptop from clients but having everything in the Picsello app is way move convenient!
The photo galleries are given a password and it's automatically entered into the email you send your clients when you share the gallery. I used to have to come up with a password and keep track of it in case a client lost it. Such a pain! This is so much easier and I literally don't even think about this anymore since Picsello does it for me!
