Very impressed with the Execvision customer service.

I really enjoy the ease of use and the fact that it is better than other products I have used.

The tech, sales and support teams are amazing. They are genuinely nice people who love what they do.

I like that it integrates with Salesforce and forces you to record and your manager to coach since there's accountability on both sides.

The tool so far seems like it has very good ease of use  and the integration with SalesLoft works well.

Competitive pricing, feature can be improved to match competitors.

Sometimes when it is very busy information can become misinterpreted.

It takes time for the calls to be uploaded into  ExecVision which can be frustrating because in the moment you want to figure out where your call went wrong before you proceed with more calls.

I can never find the calls that I want - not labeled correctly or easy to find. I really hate how I go to find a call and it is labeled wrong and I am unable to search it.

I am not sure what I have to say about the software that is bad. Maybe the audio playback.

I love the editing and scoring capabilities within execvision. It's great to receive feedback and then give feedback where needed.

We wanted to call coach and improve our messaging as a sales org.

I know this is a problem on our end but my first call wasn't recorded because the default is set to not record all my calls.

I love all the options to use the scorecard and just the functionality in general. Very easy to use & nice layout.

Great learning tool, great user experience, highly recommend.

Love the UI and data quality; no transcript service is perfect (yet) but aexecVision has done a great job capturing data and making it extremely easy to locate.

The tool is super easy to use and I like the fact that you can go back to a previous call and listen to it over and over again.

Exec vision is a very useful tool that helps me understand where I need to improve. I also like that I can share it with my manager to get feedback.

One of the best coaching tools out there. Really great for the beginners and the experts who are trying to refine their pitch - it is great as well.

Setup is very easy and I like the clean, easy to navigate interface.

My overall experience involves picking up on how to use it very quickly and continuing to enjoy my time in it each day. I love the feedback feature best.

It helps a lot in increasing the productivity of the team. I have seen a lot of growth in sales and marketing after using this software.

The email system is really poor with no hard integration just a forwarding system that doesn't really cut the mustard.

If you have a problem with Insightly, it will likely not be fixed.

I love the app version, and I am able to connect Insightly with other apps. It offers great value for the product, and customer support is good, and responsive.

The software graphics were somewhat childish initially, but they have updated the graphics over time.

We are still in the trial process, I couldn't find much things to dislike. Maybe pricing should be more flexible in terms of the needed features.

Had all the Crm and database features you could want. Good training and onboarding process and good pricing.

The lack of customer service is what lost them the sale.

Selected this software for a client and they love it. The dashboard is appealing and contact management is quite easy to navigate.

In short I would say all these features are good enough to maintain my workflow in a very stunning way.

How can you call yourself Customer Relationship Management if you can not manage email communication. Finally, beware the have a no refund policy.

You need to watch it first their tutorial if beginner because you might confuse while using it.

With the help of this am able to track all my deliverables as well to make my customers satisfied from its amazing efficiencies and also helps in the better growth of my business.

The drag and drop functionality seems a little more difficult than say other similar drag and drop functions like Tableau.

It was functional after frustration because of lack of support.

It is quite pricey for the intended market and the lack of office integration is a no no.

I like how easy it is to integrate Insightly with other software that I use, like Google Apps. This makes messaging easy.

It was easy to use and setup. I like that it was integrated with G Suites, which is how I found out about it in the first place.

So i got charged instantly with even having a trial which seems a very odd way to go about things in my opinion.

We've noticed that it does not automatically refresh notes entered which may just be a first world problem but is frustrating when working on a team.

To make it worse, Insightly has very weak customer service. You don't hear back from them for 24 hours and even then they use a help service that is full of noise and hard to follow.

In general I really like Insightly and would consider buying it, it is very easy to use and the customisation is amazing.

It has allowed us to successfully  engage  our working relationships with the clients in a more reliable way. I have also been performing project management tasks with this tool.

I liked that it was easy to search for our clients, but that was less easy after they did the big overhaul of the software.

Easily the most difficult aspect of the software is the inability to change certain core features. Specifically, the inability to add more than one email address (e.g., add a secondary).

Customer support staff of this platform is helpful enough to make all my queries worthy enough to be solved at the moment.

US Dollar

ExecVision is a cloud-based conversation intelligence platform that helps organizations train sales teams and monitor performance. It is primarily designed to transcribe calls and provide managers key metrics.


Firms can use the artificial-intelligence based transcription functionality to record calls, gather valuable insights and query call data based on keywords, sentiment and calls stages. ExecVision is equipped with a tracking and reporting module to measure the development of representatives over time. Additional features include libraries, searching, commenting, sharing, tracking, a mobile app, scoring and coaching.


ExecVision integrates with applications such as Fenero, Amazon S3, Box, Call Recording Center, Cisco, ClearSlide, ConnectLeader, DialSource, Google Drive, DropBox and Microsoft Dynamics. It is available on a monthly subscription basis and support is provided via email and an online help desk.



LongDescription

Commenting/Notes

Meeting Management

Performance Management

Sentiment Analysis

Call Recording

Call Logging

Goal Management

Collaboration Tools

Natural Language Processing

Content Library

On-Demand Recording

Assessment Management

Audio / Video Conferencing

Content Management

Performance Metrics

Training Management

Chat Transcript

Learning Paths/Tracks

AI/Machine Learning

Reporting & Statistics

Dashboard

Multi-Language

Speech Recognition

Goal Setting/Tracking

Reporting/Analytics

Scheduled Recording

Call Monitoring

Archiving & Retention

Third Party Integrations

Onboarding

Data Management

Search/Filter

Web browser (OS agnostic)

Email/Help Desk

Knowledge Base

Phone Support

Chat

2-10

11-50

51-200

201-500

501-1000

1000+

ExecVision

In Person

Live Online

Webinars

Documentation

Insightly is the modern, affordable CRM that teams love. It’s easy to use, simple to customize, and scales with companies as they grow, solving common pain points that legacy CRMs can't. Insightly helps teams build and convert sales pipeline, increase productivity, and build lasting customer relationships. Powerful in any vertical, Insightly CRM customers can add companion products for marketing automation, customer service, and integrations in the same platform. Insightly is trusted by more than a million users worldwide.  

File Management

Third-Party Integration

Real-Time Analytics

Cataloging/Categorization

Project Workflow

Forecasting

Business Card/Badge Scanning

Status Tracking

Internal Chat Integration

Project Templates

Lead Capture

Customizable Reports

Document Storage

Proposal Generation

Access Controls/Permissions

Activity Tracking

Data Synchronization

Customer Segmentation

Progress Tracking

Customer Service Analytics

Sales Pipeline Management

Referral Tracking

Contract/License Management

Task Scheduling

Calendar/Reminder System

Project Planning/Scheduling

Task Planning

Gantt/Timeline View

Lead Distribution

Projections

Pipeline Management

Customer Database

Calendar Management

Call Management

Customizable Fields

Assignment Management

Sales Trend Analysis

Template Management

Data Import/Export

Email Tracking

Customer Support

Graphical Data Presentation

Lead Generation

Email Templates

Self Service Portal

Contact Management

Opportunity Management

Configurable Workflow

Lead Management

Multi-Currency

Email Marketing

Statistical Analysis

Mobile Access

Sales Reports

Dashboard Creation

Real-Time Data

Routing

Territory Management

Dynamic Modeling

Shared Contacts

Marketing Automation

Role-Based Permissions

Social Media Integration

Lead Segmentation

Real-Time Notifications

Workflow Management

Real-Time Updates

Email Management

Source Tracking

Project Tracking

Percent-Complete Tracking

Event Triggered Actions

Visual Analytics

Field Sales Management

File Sharing

Activity Dashboard

Alerts/Notifications

Segmentation

Data Visualization

Reminders

Modeling & Simulation

Reporting/Project Tracking

Customizable Templates

Calendar Sync

Lead Nurturing

Interaction Tracking

Web Forms

Real Time Reporting

Kanban Board

Customizable Branding

To-Do List

Commission Management

Free: 
$0 (Free for up to 2 users)

Plus
$29/user/month (billed annually)

Professional
$49/user/month (billed annually)

Enterprise
$99/user/month (billed annually)

ExecVision vs Insightly

User Ratings & Reviews

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Product Demo & Screenshots

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