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.
Insightly - dashboard
Insightly - kanban
Insightly - organizations
Insightly - quotes
Insightly - mobile
Vídeo de Insightly
Insightly - dashboard-thumb
Insightly - kanban-thumb
Insightly - organizations-thumb
Insightly - quotes-thumb
Insightly - mobile-thumb

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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Reseñas de Insightly

Evaluación de función

Relación calidad-precio
4
Funcionalidad
4
Facilidad de uso
4
Asistencia al cliente
3.5
5 opinones sobre 490 Ver todas las opiniones
Susan A.
  • Sector: Tecnología y servicios de la información
  • Tamaño de la empresa: 10,000+ empleados
  • Usado A diario en 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 K.
  • Sector: Servicios
  • Tamaño de la empresa: 2-10 empleados
  • Usado A diario en 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.

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
Sherae D.
  • Sector: Servicios para el consumidor
  • Tamaño de la empresa: 51-200 empleados
  • Usado Semanalmente en 6-12 meses
  • Fuente de la reseña
Relación calidad-precio
4
Funciones
5
Facilidad de uso
4
Asistencia al cliente
5

5
Publicado el 25/3/2021

Very reliable, makes record keeping easy

Overall not a bad software. Provides opportunities to improve customer service.

Puntos a favor

Very reliable tool that allows you to document everything from start to finish easily. I like the fact that it offers many features that other apps are charging us for. It also operates well with other marketing initiatives.

Puntos en contra

Task portion of the app is a bit complicated and takes too many steps. Hate that notes aren't automatically refreshed.

Iain M.
  • Sector: Consultoría de gestión
  • Tamaño de la empresa: 51-200 empleados
  • Usado A diario en Más de dos años
  • Fuente de la reseña
Relación calidad-precio
5
Funciones
2
Facilidad de uso
4
Asistencia al cliente
2

3
Publicado el 5/10/2016

Long time user verging toward long-suffering user

This is a product I wanted to like so much. We have been using Insightly for many years. We were attracted to it because it combined CRM and Project Management. Over the years they have improved the CRM aspect, but have left PM virtually untouched. Their support is haphazard and they often introduce new *features* which cause problems - like the day Google Contact Sync stopped working, or the day Google Contact Sync started duplicating contacts in Google etc. Because we signed up so long ago, we have an excellent pricing model. If we were paying more I would be really dissatisfied.

Oh and they are just appalling at sharing their product roadmap. It's like driving a manual shift car as the mechanic is fitting new gears as you speed up.

Puntos a favor

Great CRM and Pipeline Management out the box!
Contact Syncing for Google is great - despite minor issues.
Good simple project lists.
Links nicely to Mailchimp and Xero.

Puntos en contra

Very very poor project management. You will need to use other packages for almost anything. No resource management. No Gantt charts. No visibility.

Email integration is rudimentary. Task integration is non-existent.

No Office 365 contact synchronisation.

Respuesta de Insightly

Thanks for the feedback. I'll pass this on to our product team because all feedback helps us improve. With regards to exposing our product road map -- it's common that privately held companies do not make their product road map public. If you have specific questions on features please send an email to [email protected] and we can let you know if they are on the roadmap. Thanks.

Respondido el 9/10/2016
Nezar K.
  • Sector: Empleo y contratación
  • Tamaño de la empresa: 51-200 empleados
  • Usado A diario en Más de dos años
  • Fuente de la reseña
Relación calidad-precio
4
Funciones
4
Facilidad de uso
3
Asistencia al cliente
3

4
Publicado el 25/7/2019

Effective and Affordable

Overall for small or medium size sales organizations, this is a great vehicle to ensure all opportunities are documented and tracked. Scheduling follow up ensures that communication errors are mitigated and the email templates support marketing initiatives.

Puntos a favor

The software offers many free features that others charge. It is excellent for a small business on an operational budget but can easily enhance when necessary. Automated marketing email templates are effective and easy to use. The system also integrates well with other marketing products. The dashboard gives a snapshot of your sales opportunities and the user can customize.

Puntos en contra

Documenting phone call attempts and connects take too many steps. The Task portion is a bit complicated and again requires too many steps.

Respuesta de Insightly

Hi Nezar,
Thank you for the feedback!!!

Respondido el 16/8/2019

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