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
SwagUp
Score7 out of 10
N/A
SwagUp in Piscataway aims to bring simplicity and quality to the world of branded swag. The solution provides swag packs for employee welcoming, client gifting, and event attendees. The service is paired with warehousing and fulfillment services.
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
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
In my experience, it was a horribly complicated process with an account manager, who takes things very personally in my opinion. SwagUp came highly recommended from some client-serving companies, who I believe, apparently, spend a lot of money with them. For a company that is supposed to help other companies wow their clients, I find their customer service is woefully lacking in my opinion. I believe “swag” doesn’t make up for the bad service. Not recommended because I believe I did not get the customer service or product fulfillment I expected when initially choosing this product, service, and company.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. TR verified that a representative sample of customers was invited. More Info
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
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.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. TR verified that a representative sample of customers was invited. More Info
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
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
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
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. TR verified that a representative sample of customers was invited. More Info
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.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
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.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
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.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
We have an active order in with SwagUp at this moment for $1400+, but the poor customer service, complicated process, the entitled attitude of their account manager who is on some sort of weird power trip, and the fact that our clients won't ever be receiving what we ordered makes that amount irrelevant in my opinion and experience. I feel like the time I wasted with their account manager was worth much more than what we spent with SwagUp. First of all, I’m not the type to be critical of anyone doing their job. People are busy, tech has issues, emails get lost, etc. in our digital world. It happens and true professionals who work online understand that. Unfortunately, in my opinion, there are employees who don’t get this and feel entitled to express their emotions freely. I believe that while this doesn’t harm them, it definitely harms the bottom line of the company. In my opinion, an angry and insulted client WILL spread the word about said company - which is precisely what I will do. Let's talk about this what I feel like is a completely unprofessional account manager first, because, in my opinion, this is the type of employee who causes companies to bleed revenue unless they are checked. The call was recorded, so whoever is in charge can feel free to review it for consistency. The purpose of my call was simple - to smooth out what I believe was a simple miscommunication. In my opinion, what should have been a simple process became stalled because the person who I feel like was an entitled account manager was more concerned with flexing his “client boundary” muscles than actually doing his job, which was taking care of the account. I believe that an account manager who gets upset and emotional because he didn’t receive a response to an email, and who can’t even disguise that fact on a zoom call, needs to fix it or work elsewhere. Because if he had this attitude with me, I feel like lord knows how many others of his accounts are receiving the same treatment. During my experience, here are a few statements I believe he made on the call: -I believe he talked about how my business was “not the type of clients SwagUp wants to work with”… -I believe he complained out how it was “unfair” it was to bring up their January 18th delay. -I believe he asked, “what sort of company we run” (because an email was missed - even though from my understanding from SwagUp, communication is encouraged mainly through their portal). -I believe he proceeded to talk about “how busy” he was and had other people to talk to, while he was on the call with me, a paying client. -I believe he also complained about third-party vendors and stated that they (SwagUp) don’t even want to have third-party materials sent to them (which to me, is confusing as a customer, because then why on earth do you even allow it through your product and service?) -I believe he denied that the company had anything to do with “fulfillment” and then proceeded to try to explain what sort of company SwagUp was. Nevermind that when our order was delayed the email literally started with (what I believe is a copy and pasted message) “You are receiving this message because we've been notified that your order is experiencing a longer than normal fulfillment timeline.” -During my experience, after what I feel like was him constantly implying that our company was incompetent because we missed an email, he proceeded to give what I felt like was a half-hearted “apology” and state that “he hopes we consider SwagUp in the future”. After all of this happened during my experience with them, I informed him that we would not based on what I felt like was his horrible customer service to me, and guess what Mr. Emotional Customer Service does? I believe he ended the call by saying, “Well, the feeling is mutual”. With all of that personal customer service experience I had out of the way, here’s the context of our experience using SwagUp: We began the process with SwagUp on November 29th. Mockups were completed and approved on December 28th. In the meantime, we had originally wanted to add a third-party item to our order, so they linked us up with an account executive. Throughout the process, the account executive was adamant that we use the SwagUp dashboard to stay informed of the progress of our materials and order. In my opinion, based on my experience there with the account executive, the implication was that everything could be one on there (SwagUp dashboard). The problem, in my opinion, is (and now I know) that it can’t. On January 18th, our order was delayed. The message I believe we received was: “We know you and your recipients are looking forward to receiving your custom swag and understand the frustration of missing holiday expectations. We appreciate your patience, apologize for the inconvenience, and look forward to getting you your order as soon as possible.” No complaints on our part for that. On the 20th, our account manager reached out to ask about the third-party material we requested to be included. Unfortunately, on our part, due to a personnel change, the email thread was archived. Nevertheless, we were informed it was shipped to their warehouse. However, at this time on their online portal (SwagUp dashboard), where we were previously constantly encouraged to check for updates, there was nothing to see in my opinion. I couldn't find any new updates or any new information. As far as we knew at that point, our order was still delayed. Bear in mind that at this point in our experience, we had paid our invoice and were assuming that SwagUp still had logistics problems due to COVID and other factors mentioned in their email. On February 16th, I believe the account manager emailed to state that due to lack of responsiveness, they were going to go ahead and pack the packages without the third-party material we had requested. I believe we did not hear back from SwagUp till February 21st when were informed that our order was ready to ship. This is when my customer service experience began, which was when the account manager was called and I believe his entire attitude was based around being upset that his emails were not responded to. In my experience, he kept repeating that under no circumstances would they place our requested material in the boxes - never mind that I didn’t even call about that. I never asked, but during our call, it seemed like to me that he got some sort of kick out of explaining how their process worked and why he would send the boxes back, which was information that I had no interest in hearing because I didn’t call about any of that. It seemed to me that he wasn't informed that SwagUp had delayed the process and that we received no feedback from their portal, which I feel like they heavily push. The craziest part, in my opinion, was that at the end of everything, he STILL redirected us to the portal to fill out everything else. I recommend SwagUp to listen up. This company (SwagUp) *looks* good as a brand. I understand that logistics is tough. This could have been a good experience - even just using your portal, but, in my opinion, there are two issues: 1) Your third-party fulfillment is clunky and 2) Your account managers (the human element) need to be better managed and trained based on my experience. Just because they had a poor experience with one client, I hope they don't treat all other clients with the disdain and disrespect that I feel like I experienced during my time using SwagUp. In my experience, we still paid for our product on time and fulfilled every aspect of the complicated process, despite a delay, which we never complained about. Even though we requested it, our third-party order will not even be included when it's shipped out to our clients – and we still had no complaints either. But, in my opinion, what we won’t put up with or will actively share is an employee that I believe is emotional, condescending, and acts like he owns the company towards clients.
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.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
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
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. TR verified that a representative sample of customers was invited. More Info
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 de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. TR verified that a representative sample of customers was invited. More Info
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.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
SwagUp has more options to order swag and items for the organization and is more user-friendly, the others are but SwagUp is easier to figure out on the first try!
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
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.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
(+) 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.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. TR verified that a representative sample of customers was invited. More Info
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
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.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Negative- The process takes too long, comes with delays, and based on my experience, involved a lot of miscommunication.
Negative- In my experience, I believe the account manager was rude and entitled.
Negative- In my opinion, employees may say one thing, but their automated portal proceeds at a different rate, so I feel like there is constantly conflicting information for the customer.
