Bitrix24 vs. Insightly

Bitrix24 is highly beneficial for teams that are geographically dispersed or working remotely. Its real-time communication tools, including instant messaging and video conferencing, enable seamless collaboration regardless of physical location. The centralized document management feature ensures that team members can easily access and collaborate on shared documents from anywhere, facilitating efficient teamwork in a remote or distributed environment.

For what we use it for and the ease of use I am happy to recommend Insightly however I can appreciate that others may have more complex feature requirements than I use. As such I would mainly only recommend it to people who I feel would use it in a similar capacity to me.

Incentivized

• Huge opportunities for customization, integration with other services. Easy search for solutions to setup questions.
• The ability to write letters directly from the system with the help of a binding for working mail.
• The presence of an application for Android. This helps to get access anywhere.

Incentivized

• Customization. Although there are some limitations, the world is almost your oyster with Insightly's customizations.
• Simplicity. I appreciate when policy screens are not loaded with too much going on. Insightly looks clean.
• Support. Their help center and the Insightly team is amazing.

Incentivized

• Malfunctions
• System impediments of leads
• Technical support is not competent
• No sync with mobile app
• Confusing interface takes time to sort out
• For the sales department, the system is badly sharpened - managers do not need to enter information in 2-3 clicks

Incentivized

• The Inquiry feature is missing some functionality, so it is not as useful as the Request feature
• The Actual Close Date does not autofill when a Request record is closed and marked as Lost/Abandoned
• The customizable objects and fields are very useful but the System Settings interface could be more user-friendly

Incentivized

It has become the central nervous system of the business and has constantly proven to be of value. We are not just renewing but might even upgrade to advanced Bitrix24 plans and will be adding more user licenses in the next 3 months. Bitrix24 has a sharper learning curve initially. However once it is surpassed, it opens doors to a range of creative deployment strategies

Incentivized

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

This application is a complete scam and way over priced for what you are getting. They are filled full of false advertising and false statements regarding integrations. They claim to integrate with quickbooks and they DO NOT. This software accomplished nothing but making our day to day lives more difficult and wasted months of our time attempting to build out.

Some items are not easily accessible as an admin, and the number of available resources is outdated (video from 2017). For basic tasks such as updating prospects or contacts, it is fine. However, when you change the screen size, the system becomes less responsive, with tables often being difficult to read.

Incentivized

I can't recall any instance of unplanned outages over the past 1 year of use. Likewise for application errors. However note that, advanced users will have a learning curve

Incentivized

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.

Incentivized

Technical performance is 10/10 so far. Cannot comment about integrations since we currently haven't tested those

Incentivized

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.

Incentivized

It comes with a lot of features for managing customers relation for making a dynamic marketing strategy. Sharing and attaching any type of file makes our work much easier for our portfolio. I personally don’t like its customer service that needs to be vigilant and should know the way they should treat their clients

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.

Incentivized

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.

Incentivized

Overall the training was very comprehensive. The trainer did provider necessary additional reading materials as well. However the general approach at Bitrix24 is to divert users to self-help documentation and videos. It is recommended that atleast 1-2 personnel in the organization be "Bitrix24 experts" so that lower phases of training requirements are covered internally itself. Also the best part about Bitrix24 is that not all users need to go very deep while using it. We have multiple counsellors who started using it on day 2 without any major hiccups

Incentivized

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

Incentivized

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Incentivized

The plethora of features and also the beta ones like CRM Analytics, Sales center, and Online Store. I forgot you can also build an online store too. For the value, ease of use, features, this is one of the best to use. It's a time saver from changing from one app to another, just use one. It is a one-stop CRM. If you are a startup you can begin with this and then slowly get on a paying option. The free offers a lot too. This platform can grow with your business and help save time too.

Incentivized

Insightly actually have many different fields and customization options for data management. Other programs do not have the ability to organize data in this way. It is easy to manage customer contact information, phone call and email tracking, company management and many other data fields. Microsoft and Google do not provide equivalent programs or services. Insightly customer service is quick to respond and address issues. It just takes quite a few emails in order to properly specify an issue or request

Incentivized

The scalability and reliability is almost 9.5/10 to be honest. We istarted with Bitrix24 for just 2 functions and now have expanded its usage to 2 more. In terms of users, every full-time employee (FTE) now uses Bitrix24 without fail. We are also working on giving limited/partial access to external service providers

Incentivized

(+) 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.

Incentivized

• With Bitrix, we have been able to create projects from the start within the software. We have been able to access our workflow, chat notes, documents, etc- all from one place.
• The reporting feature is a favorite. It is very easy to create your own reports, download them and share them with others within your team. Depending on the division that you're reporting for, you can tailor Bitrix's reports to support your needs.
• The biggest negative has been the limited functionality of the mobile app. It would be nice to be able to do everything from mobile app, vs limited functionality. This would include creating all tasks, projects, making edits, etc. While capabilities are there, they are not as full as on the desktop version.

Incentivized

• For negative impact, the time setting up the various data fields and making sure the data was right and how it showed was not easy.
• Having the integrations available has saved all of us time jumping from platform to platform. Definitely assisted with focus and probably scrubbed at least one meeting.
• For the few issues we had setting up and customizing the tool, the ease of adoption across all the departments has been truly spectacular and beyond expectations.
• Hoping the team will make it more plug and play for future rollouts and work on the mobile app and then this platform would be 100!

Incentivized