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.

A way to organize people interested in our software and how many times they have been contacted.

The only complaint I have is when updates are made to the UI and there is no notice, so I click on buttons that did not previously exist.

The system does lack some simple daily admissions functions that are very common, such as a daily conversion reports, missed call tracking, inbound call tracking.

Quick, smart, and understandable Customer Support (lots of easy-access help and support on the site itself). The product is perfect for our company's needs.

It's immensely simple to use while still providing powerful analytics and customization. Vendor is cost-friendly and eager to help when needed.

Lots of functionality, but little difficult to navigate.

Velocify provides all of those things to its users, and that provides all the tools a user needs to stack the odds in their favor, provide vital competitive advantages, and win more customers.

Scheduling and notation are essential and it's nice to have both capabilities within one resource. It's also great that it communicates with other software.

Reminders are great and easy to use helping to keep you on track for following up with customers.

Technology is behind the times, reporting is a nightmare for customization, and the customer service is awful. We've been with Velocify for almost three years, and they still don't know what we do.

Ease of contacting clients (ability to speed dial through calls, avoidance of misdials).

I absolutely love this program, it is so easy to navigate and I love that I can customize my options.

It has increased the teams outreach efficiency by about 80%  compared to last and other system options, went from 13 clicks to 3. Customer service is mostly responsive.

I like the ease of use and the analytics. I also like seeing what my Agents are doing and not doing, along with all the info necessary to correct.

It may not be in the top 10, but it's worth a look.

Information on who to contact is at your fingertips. The pictures of animals and people when you log in are cute.

I like the integration with the additional software we are required to use and the ease of categorizing all prospects for campaigns.

I would highly recommend this product because it has the ability to integrate with other vendors.

I like the call back calendar the best. The interface to use it is not clunky like other CRMs.

Many great features such as text and visual voicemail. It is secure so I know my clients information is secure.

I found the cost a little high, the mobile application still has errors with mid-range smartphones, it is only available in English.

Great if you only need to build one sales sequence/cadence.

It's easy to use and has great instructional training and videos. Their support team is always reliable and able to assist when possible.

A premium, flexible Lead Management/CRM solution with cutting edge features, fantastic support and ultra-premium fees and a restrictive pricing structure.

Nurture program and the ability to text from the platform is great. The ability to have it continually contact candidates automatically is invaluable.

The inability to back up after a mistake has been made. I believe this is in part because of the way the program is setup at my workplace.

Velocify is okay to use. There are some functionality limitations if you want to use it as a CRM.

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

Velocify is a cloud-based lead management solution that is designed for mortgage brokers, educational institutions and insurance organizations. The solution offers different types of sales products which are velocify pulse, velocify lead manager, velocify loan engage and dial IQ.


Velocify pulse is a salesforce automation tool that helps sales teams to manage calls, compose emails and send to prospects and group recipients using built-in templates. It also assists sales representatives to schedule tasks using data automation and also helps to manage follow ups by updating status and setting reminders on the velocify portal.


Velocify’s lead management feature helps salesforce to manage leads by allowing sales teams to initiate phone calls, send text messages, emails and review conversation history in order to communicate with prospects.


Additional capabilities include workflow automation, lead scoring and prioritization, duplicate lead management tools, and lead routing capabilities.


The solution is on a per user per month subscription basis.



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