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.

Insightly it a wonderful software with an ease of use. Very grateful for this integration and organization.

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.

It has the ability to create reports on a whim. Price is fair for the functionality and ability to customize to fit your industry's needs.

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

The only thing I can think of is it does show a bit of a lag when it processes large amounts of data.

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.

Overall, the CRM product has been a great business tool for everyday use. I would certainly recommend it to a business if they can afford the price point.

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.

We use it through mobiles, laptops, personal computers likewise we synchronize data through many other applications like Gmail and office 365. It is playing a great role in our organization.

Technicians are so limited in their permissions which is not ideal for empowered employees or small shops.

It is an inconvenience to not be able to do both under the same user account.

Robust API and ease of use with underformed Mobile app.

The interface is intuitive, making it easy to use for newbies or people who have been using it for years.

Great support also available to help with any issues or queries. Excellent value for money.

It was fantastic and I was ready to go after an hour from scheduling engineers to billing. The solution is super easy and they have responded very quickly to every question I have asked yet.

The system is quite easy to configure and to use. Local partner in Sweden that introduced the system to our company.

Its been great we had on issue initially with the API version initially but so far has been a good experience.

The customer service has been great. The same person who sold me the product has been available to me to set up the program, do trainings, and answer questions.

Price was the winning factor to why I started using this product.

Job reports are great to be able to go back on jobs and find out what was done and go over site pictures.

What I liked most was the ease of use and the intuitiveness of the processes. It's easy, it's simple, it's quick to implement and above all the support is very agile and efficient.

Missing some features, for example can't search by serial number.

Well documented and easy to set up. Open and easy to integrate with partners and own applications.

The support staff is awesome and provides great support as needed. The software is pretty straight forward.

For our small team the software is very good. It gives me the opportunity to better manage our customer service and make the work more transparent to the customer.

Planning a bit awkward, no own mobile solution for the administrator.

We save paper, it is easy to use, excellent work planning tools and good use to the calendar it. Can be related to other platforms to maximize labor efficiency.

This is a great tool if you have employees who are out and about. Very easy to use and a great way to bring efficiency to your team that is in the field.

The Syncroteam improved our operation and help us to manage better our field team.

It is easy to use and navigate, and I love how it organizes tasks and workflow. It makes it easy to assign jobs to the appropriate technicians, track progress and keep customers informed.

It was an easy switch, because FC's processes are well supported by ST. The planning is now more efficient and the efficiency of the field team has also increased significantly.

Reat flexibility, excellent customer service, value for money compared to other products very good.

The fact that the mobile app is pretty solid is a win for my group.

US Dollar

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.  

LongDescription

File Management

Commenting/Notes

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

Collaboration Tools

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

Performance Metrics

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

Reporting & Statistics

Segmentation

Data Visualization

Reminders

Modeling & Simulation

Reporting/Project Tracking

Customizable Templates

Calendar Sync

Lead Nurturing

Interaction Tracking

Dashboard

Web Forms

Real-Time Reporting

Kanban Board

Customizable Branding

To-Do List

Commission Management

Goal Setting/Tracking

Web browser (OS agnostic)

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)

Email/Help Desk

FAQs/Forum

Knowledge Base

Phone Support

Chat

Self-Employed

2-10

11-50

51-200

201-500

501-1000

1000+

Insightly

Live Online

Webinars

Documentation

Videos

Synchroteam is a cloud-based field service management and scheduling solution that caters to businesses of all sizes in field service industry that includes cleaning services, construction, electrical and HVAC.


Synchroteam features contact management, scheduling and dispatch and works order management functionalities. It enables users to drag and drop jobs into employee schedules based on the location, qualification and availability of employees. The solution also provides dispatchers with a real-time view of their workers in the field.


Users can customize reports to ensure employees in the field capture specific metrics and parameters about jobs and customers. Synchoteam also provides mobile applications for iOS and Android devices that helps workers to remotely access the solution. APIs are provided for integration with various CRM and ERP systems and users' websites.


Additionally, Synchroteam offers billing, invoicing and inventory management functionalities to the users. Services are offered on a monthly subscription basis that includes support via phone, email and other online resources.



Employee Management

Automatic Time Capture

Leave Tracking

Work Order Creation

Barcoding/RFID

Electronic Payments

Billable & Non-Billable Hours

Barcode/Ticket Scanning

Payment Processing

Subcontractor Management

Real-time Scheduling

Mobile Alerts

Time Tracking

Performance Management

Document Imaging

Vacation/Leave Tracking

SMS Messaging

Dispatch Management

Online Time Tracking

Digital Signature

Mobile Payments

Route Optimization

Electronic Signature

Group Scheduling

Credit Card Processing

Invoice Management

One Free administrator account
Integrates with:
- Google Calendar, iCal and Outlook
- Quickbooks Online,  Sage, and Xero 
- ZohoCRM

Free setup & training
A 14-day free trial is available. No credit card required.

Insightly vs Synchroteam

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