Sobre Insightly

Insightly is a SaaS-based CRM solution targeted at growing mid-sized businesses. More than 1.5 million users worldwide use Insightly to securely manage all their customer data in one place, build customer relationships, accelerate sales, and deliver projects on time every time. Insightly offers Gmail and Outlook plugins, and tools to facilitate integrations with any other system. More specifically, businesses use Insightly for relationship linking, contact management, email tracking, lead management, opportunity management, quote generation, workflow automation, project management, advanced reporting, call management, and sales and marketing alignment. A mobile CRM app is also available with business card scanning and audio notes to enable quick and easy updates while sales teams are in the field.
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Vídeo de Insightly
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precios de Insightly

Insightly dispone de una versión gratuita y ofrece una prueba gratis. La versión de pago de Insightly está disponible a partir de USD 29.00/mes.

Precio inicial:
USD 29.00/mes
Versión gratuita:
Prueba gratuita:

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Opiniones de Insightly

Evaluación de función

Relación calidad-precio
3.9
Funcionalidad
3.8
Facilidad de uso
3.9
Asistencia al cliente
3.7
5 opiniones sobre 502 Ver todas las opiniones
Susan
  • Sector: Tecnología y servicios de la información
  • Tamaño de la empresa: 10,000+ empleados
  • Software usado A diario durante Más de un año
  • Fuente de la reseña
Relación calidad-precio
5
Funciones
5
Facilidad de uso
5
Asistencia al cliente
5

5
Publicado el 24/7/2019

A reliable and completely user-friendly tool with immense productivity.

Insightly CRM offers a wide range of services for our business to improve our customer services and have provided us with benefits to enhance our marketplace. 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.

Puntos a favor

Insightly CRM is itself a very reliable tool which allows the user to gain the most of the advantage with its easy to use features and efficient tools. We can also easily integrate it with other tools to improve the overall productivity. It's super responsive when dealing with the customers. We can easily maintain our sales cycles and ongoing customer service to provide extra care for the clients. The user-interface is also quite easy and manageable than other such tools.

Puntos en contra

Chrome extensions are bit of a clunky addition which further complicated the working procedure so mostly avoid it. The other tools integration is right on point but the social media integration misses few of the parts and continues to be a wastage of time for us. In the end, it proves to be much effected on our overall work and improves the efficiency of our work routine.

Respuesta de Insightly

Hi Susan,

Thank you for the feedback. The Chrome Extension you're talking about is actually sunset. Try the new Add-On. :)

Respondido el 16/8/2019
Joshua
  • Sector: Servicios
  • Tamaño de la empresa: 2-10 empleados
  • Software usado A diario durante Prueba gratis
  • Fuente de la reseña
Relación calidad-precio
0
Funciones
4
Facilidad de uso
4
Asistencia al cliente
0

4
Publicado el 25/12/2019

Brings all record-keeping together

We have only been using Insightly for a couple of weeks, but overall I've liked it a lot. Prior to using Insightly, we were manually note-taking in Word documents for each client. Each time that a lead was converted, we then had to go and update everything. Now that we are able to integrate all of our notes, contacts, emails, etc. into one system, the workload has drastically lightened.

Puntos a favor

The thing that I like most about Insightly is that it allows me to document everything from start to finish with each customer. For example, if I send an email to a lead/customer, all I have to do is add that as an attachment in Insightly and I can go back at any time and see anything that was linked with that particular person. This helps track progress when passing off to other team members, too. In a sense, Insightly brings all of the "record-keeping" together and puts in one simple platform.

Puntos en contra

The project management function is pretty basic. Unlike a couple other CRM software that I've tested, Insightly does not offer many of the graphical views that the others do. Being someone who has an easier time seeing data in the visual realm, this was a feature that I wished Insightly would add.

Alternativas consideradas

Salesforce Sales Cloud

Razones para cambiar a Insightly

Salesforce was not transparent in their pricing. Also, my colleague told me that she heard Salesforce is difficult to set up.

Respuesta de Insightly

Hi Joshua! Thanks so much for your kind words. We work hard to make Insightly a preferred CRM for businesses like yours, and are thrilled you're making the most out of our platform. Thank you for being our valued customer. We look forward to helping you and your team reach new heights!

Respondido el 30/12/2019
Denise
  • Sector: Marketing y publicidad
  • Tamaño de la empresa: 201-500 empleados
  • Software usado Semanalmente durante Más de dos años
  • Fuente de la reseña
Relación calidad-precio
5
Funciones
5
Facilidad de uso
5
Asistencia al cliente
5

4
Publicado el 6/9/2022

Insightly developed to enhance our feeds

In my experience using Insightly, I haven't run into any serious issues. We used to utilize a strange CRM that was built out of sheets and required us to constantly switch between windows. Using Insightly, we can have all of our data in one place, neatly organized in custom fields. In my opinion, the project page may benefit from more fields in which to provide pertinent data.

Puntos a favor

Insightly is how I keep track of all the initiatives we have in the works right now. The management of our company's 5,000+ open positions is a major challenge. Insightly makes it easy for us to keep track of all the moving parts, which would otherwise be difficult to do in a secure manner given the project's multi-stage nature.

Puntos en contra

In most cases, the newly opened Org or Project tab doesn't take up more than half of my screen following a search. I can't figure out how to make the page larger. For some reason, the columns on the Relate and Activity tabs don't remember my saved column width. Every time I use it, I have to resize it.

Andrew
  • Sector: Software informático
  • Tamaño de la empresa: 11-50 empleados
  • Software usado A diario durante 6-12 meses
  • Fuente de la reseña
Relación calidad-precio
3
Funciones
4
Facilidad de uso
4
Asistencia al cliente
1

3
Publicado el 9/8/2022

A fairly reasonable CRM for a small business

It's a fairly easy to use platform for a company who doesn't need the complexity, cost and extraneous functionality of something like Salesforce. However for some of the tasks we need it for, there are often gaps in the UI and areas where the documentation is severely lacking. The support team are slow and very unhelpful, often trying to push professional services rather than resolving issues.

Puntos a favor

It's pretty easy to use for the most part so less technically able staff can use it with relatively few issues.

Puntos en contra

The documentation is quite lacking and mostly quite outdated. Their support is extremely poor and is often used as leverage to sell professional services.

Respuesta de Insightly

Hello Andrew,

Thanks for taking the time to review Insightly. While I'm glad you've had some success leveraging the CRM due to the price point and simplicity, I'm sorry to hear about your challenges with support and documentation. If you're willing, I'd love to gather more information about your specific case and see if there's anything we can do to help.

Respondido el 17/8/2022
Usuario verificado
  • Sector: Construcción
  • Tamaño de la empresa: 51-200 empleados
  • Software usado Semanalmente durante Más de dos años
  • Fuente de la reseña
Relación calidad-precio
4
Funciones
5
Facilidad de uso
5
Asistencia al cliente
5

5
Publicado el 27/6/2022

Scalable CRM platform for businesses of all sizes

Insightly has been a beneficial addition to our sales and marketing efforts allowing us to easily store our contacts, leads, and projects in one platform.

Puntos a favor

I really like how Insightly can be customized and scaled to fit the needs of the business. We are a mid size company and other CRMs were too robust and complicated. Insightly is just right.

Puntos en contra

I think it is kind of expensive per user. I would like to see a lower monthly cost per user.

Alternativas consideradas

Salesforce Sales Cloud

Razones para cambiar a Insightly

Insightly was the right sized product for us and our needs. Salesforce was too expensive and had to many features we didn't need.

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