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.

Tracker is great, the system is highly customizable and very user friendly. It does a lot of CRM functionalities and email campaigns,  the reporting and searching functionalities are also great.

What I like most about the product is the UI. Not only does the product look nice but it also is user friendly.

It was good overall, some tabs can be polished to use it in a better way.

Colourful, easy, great with reporting and automation.

What goes in is what comes out. Not having everyone be as conscientious of their data entry is the source of my frustration as an admin.

Calm, knowledgeable, patient, with great client focus. Very happy with the sales and integration (so far).

It also effectively organizes candidates for easy access and quick searches on skill sets.

I like the layout - very easy to read and user friendly. Just need to get better at navigating it and realizing all its potential.

Beats most vendors hands down. Great functionality, great price great team supporting it.

Patient and problem solving during conversion from another horrible ATS.

Very poor, use Airtable or find an alternative.

I like everything about this program, it makes it very easy for workflow and process.

And provided comprehensive functionality with an affordable and fixed total cost of ownership. We evaluated 60 different products in total - Tracker RMS was the hands down winner.

I love TrackerRMS and look forward its continued growth in popularity.

I reviewed several systems before settling on Tracker and it stacked up as the best in terms of ease of use, scalability, and cost effectiveness.

Very good implementation and client support team. They're responsive when we have issues or want to make a change to the system.

Great visibility between users. Great, user-friendly integration with MS Outlook.

TrackerRMS came as a shock to me when we implemented it in our organization.

The FAQs, orientation videos, and support via the account management and success teams make learning the functionality easier than most systems. The trick is actually to focus on the material, though.

This product is super intuitive, very user-friendly, and highly customizable.

Customer support rep provided us top quality service & is always there to help. Tracker is super easy to use, keeps everything in one place and is time efficient.

The system can be a little sluggish at times. Tends to not always catch duplicate candidates that are added in.

The ease and functionality of this product is very reassuring. However the best review I can give is in regards to my customer service.

I appreciate how TrackerRMS offers many ways to accomplish the same result. It doesn't force me to do any activity using a singular approach.

I was very productive within the first day of using Tracker: it was very easy to integrate with our business processes too.

GUI, layout, easy of accessing Customers, Jobs, Leads, Contacts and Candidates.

Fantastic, the whole team is extremely happy. The customer service is great, especially Simone.

For the price you pay, its not only affordable, but the product is very good and easy to use.

To many tabs, and does not work very well when it comes to general search option.

As a new user the vendor is very responsive and assisting in facilitating our customization. The ease of entry is a great function.

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

Chat

Self-Employed

2-10

11-50

51-200

201-500

501-1000

1000+

Insightly

Live Online

Webinars

Documentation

Videos

Tracker is a web-based, integrated recruitment ATS and CRM designed for recruiting and staffing firms across industries. The solution allows businesses to manage entire recruitment workflows, right from candidate sourcing and placement to employee onboarding.


The integrated solution can be used to manage sales, CRM, recruiting, marketing, operations and onboarding activities from any browser on various systems, laptops, mobiles and tablets.


Tracker offers one platform to manage your candidates, client contacts and leads, job and placement records, and everything in between. This allows you to easily see what is going on in your recruitment and sales pipelines, in one comprehensive system.


The goal of the Tracker team is to help recruitment and staffing firms grow their businesses by using Tracker to build better relationships and to run their operations more effectively--the end result being the ability to build better businesses by building better relationships. 



Jobs Board

Employee Onboarding

Application Management

Interview Management

Resume Database

Internal HR

Candidate Tracking

Job Application Management

Reference Checking

Applicant Tracking

Recruiting Firms

Social Recruiting

Talent Acquisition

Resume Storage

Job Management

Full Text Search

Assessment Management

Compliance Management

Recruitment Management

Background Screening

Candidate Profiles

Job Posting

Careers Page

Candidate Management

Job Requisition

Employee Database

With Tracker, you can build a better recruitment tool for your firm with all of the features you need. Please inquire for a custom quote and demo.

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