Insightly

Insightly

CRM for lifelong customer relationships.

3.9/5 (470 review)

Insightly - Overzicht

Wat is Insightly?

Insightly is the world’s most popular CRM software for Google and Office 365 users and targeted at small and mid-sized businesses. Insightly has more than 1.5 million users worldwide and supports a range of industries such as manufacturing, consulting, media, communications, construction, and many others.

With Insightly, all your critical sales and business info - leads, contacts, emails, events, quotes, projects, tasks, sales opportunities, and biz reports - are organized and available on your device. The result is that all your teammates have the most current customer information at their fingertips which results in improved visibility, customer service and sales.

Insightly recognizes that every business is different - so our custom objects and apps enable organizations to tailor their instance to map to their workflows and processes ensuring high adoption and satisfaction. Integrations too are key to CRM user adoption so Insightly offers a variety of featured integrations across email, document management, accounting, and messaging platforms.

For any other integrations required, Insightly offers a variety of approaches - an open (and free) RESTful API, webhooks, or Lambda to enable data synchronization.

Insightly - Overzicht

Prijzen

Vanaf
US$ 29,00/maand

Prijsopties

Gratis proef
Gratis
Abonnement
Prijs-kwaliteitverhouding

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)


Insightly - Functies

Apparaten
Bedrijfsgrootte
K M G
Markten
Azië, Australië, Canada, China, Europa en nog 5 andere, Duitsland, India, Japan, Latijns-Amerika, Middle-East and Africa
Ondersteunde talen
Engels, Frans, Portugees, Spaans

Screenshots

Schermopname van Insightly: Manage business relationships - customers, vendors and employees in one place
Schermopname van Insightly: Manage business relationships - customers, vendors and employees in one place Schermopname van Insightly: Track lead activity and status so nothing falls through the crack Schermopname van Insightly: Powerful and flexible pipelines that automate your sales process Schermopname van Insightly: Reports provide insight into sales and productivity performance Schermopname van Insightly: Use pipelines or milestones to track project deliverables and progress Schermopname van Insightly: Gain valuable insight into the most important aspects of the business with reports and dashboards

Insightly reviews

Insightly reviews

Totaalscore
3.9
/
5 470 reviews
Uitstekend
161

Zeer goed
194

Gemiddeld
72

Slecht
16

Erg slecht
27

Prijs-kwaliteitverhouding
3.9
Functies
3.8
Gebruiksgemak
3.9
Klantenondersteuning
3.7
76% heeft deze app aanbevolen
Susan A.

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.


Vertalen met Google
Joshua K.

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.


Vertalen met Google
Carolyn S.

intuitive and easy to use


Vertalen met Google
Iain M.

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.


Vertalen met Google
Walter D.

my review

coordination of our efforts. we have raised our planning horizon to 2 or 3 weeks out. We do a significant amount of USPS mailings through the year, approx 15,000 letters. Insightly has ignored the problem and has left it up to us to plod our way through a process they could drastically reduce.


Vertalen met Google
Susan A.
Sector: Informatietechnologie en -diensten
Bedrijfsgrootte: 10.001+ werknemers
Vertalen met Google

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

Dagelijks 1+ jaar lang gebruikt
Beoordeeld op 24-7-2019
Bron van de reviewer: Capterra

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.

Pluspunten

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.

Minpunten

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.

Vertalen met Google

Antwoord van Insightly

Hi Susan,

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

Scoreverdeling

Prijs-kwaliteitverhouding
Gebruiksgemak
Klantenondersteuning

Waarschijnlijkheid van aanbeveling: 10.0/10

Joshua K.
Sector: Nutsbedrijven
Bedrijfsgrootte: 2-10 werknemers
Vertalen met Google

Brings all record-keeping together

Dagelijks Gratis proef lang gebruikt
Beoordeeld op 25-12-2019
Bron van de reviewer: Capterra

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.

Pluspunten

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.

Minpunten

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.

Vertalen met Google

Antwoord van 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!

Scoreverdeling

Gebruiksgemak

Waarschijnlijkheid van aanbeveling: 8.0/10

Carolyn S.
Sector: Fondsenwerving
Bedrijfsgrootte: 2-10 werknemers
Vertalen met Google

intuitive and easy to use

Dagelijks 2+ jaar lang gebruikt
Beoordeeld op 29-10-2019
Bron van de reviewer: Capterra

Pluspunten

easy to customise pipeline, good online information support

Minpunten

unable to customise reports to the extent we need

Scoreverdeling

Gebruiksgemak

Waarschijnlijkheid van aanbeveling: 8.0/10

Iain M.
Sector: Managementconsulting
Bedrijfsgrootte: 51-200 werknemers
Vertalen met Google

Long time user verging toward long-suffering user

Dagelijks 2+ jaar lang gebruikt
Beoordeeld op 5-10-2016
Bron van de reviewer: GetApp

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.

Pluspunten

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.

Minpunten

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.

Vertalen met Google

Antwoord van 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.

Scoreverdeling

Prijs-kwaliteitverhouding
Gebruiksgemak
Klantenondersteuning

Waarschijnlijkheid van aanbeveling: 5.0/10

Walter D.
Sector: Management non-profit organisaties
Bedrijfsgrootte: 2-10 werknemers
Vertalen met Google

my review

Dagelijks 2+ jaar lang gebruikt
Beoordeeld op 16-10-2019
Bron van de reviewer: Capterra

coordination of our efforts. we have raised our planning horizon to 2 or 3 weeks out. We do a significant amount of USPS mailings through the year, approx 15,000 letters. Insightly has ignored the problem and has left it up to us to plod our way through a process they could drastically reduce.

Pluspunten

Connectivity of all its functions. Speed of accessing data

Minpunten

Too many pebbles in the shoe! They move on with the sizzle, but ignore the steak.

Scoreverdeling

Prijs-kwaliteitverhouding
Gebruiksgemak
Klantenondersteuning

Waarschijnlijkheid van aanbeveling: 0.0/10

Gebruikersaanbeveling
7.7/10
Gebaseerd op 470 gebruikersscores
Vergelijk gebruikersaanbevelingen met alternatieven
Vergelijk met alternatieven

Prijzen van Insightly

Prijzen van Insightly

Vanaf
US$ 29,00/maand
Gratis proef
Gratis
Abonnement
Prijs-kwaliteitverhouding

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)

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)

Prijs-kwaliteitverhouding
3.9/5
Gebaseerd op 470 gebruikersscores
Vergelijk scores voor prijs-kwaliteitverhouding met alternatieven
Vergelijk met alternatieven

Insightly - Functies

Insightly - Functies

API
Aangepaste velden
Aanpasbare branding
Aanpasbare rapportage
Aanpasbare sjablonen
Activiteiten volgen
Activiteitendashboard
Automatische meldingen
CRM-integratie
E-mailintegratie
Elektronische betalingen
Enquêtes en feedback
Gegevens importeren en exporteren
Herinneringen
Integratie van derden
Integratie van sociale media
Kalenderbeheer
Klantendatabase
Rapportage en statistieken
Realtime gegevens
Functies
3.8/5
Gebaseerd op 470 gebruikersscores
Vergelijk functiescores met alternatieven
Vergelijk met alternatieven

Categorieën

Video's en instructies

Video's en instructies

Aanvullende informatie voor Insightly

Aanvullende informatie voor Insightly

Voornaamste functies van Insightly

  • Alerts
  • Automatic address book
  • Automatic lead distribution
  • Automatic notifications
  • Automatic reminders
  • CRM
  • Calendar management
  • Client management
  • Collaboration
  • Contact Database
  • Contact management
  • Custom charts
  • Custom fields (per record type)
  • Customizable branding
  • Customizable fields
  • Customizable reporting
  • Customizable templates
  • Dashboard
  • Data filtering
  • Document storage
  • Duplicate detection
  • Email notifications
  • Email templates
  • Email tracking
  • Event triggered actions
  • File management
  • File sharing
  • Filtered views
  • Lead assignment
  • Lead capture
  • Lead distribution
  • Lead management
  • Linking to provide 'influence' view for sales & service
  • Multi-currency
  • Native iOS & Android mobile apps
  • Permission management
  • Powerful Google & Microsoft calendar integration
  • Project management
  • Project tracking
  • Recurring tasks
  • Reporting & statistics
  • Sales reporting
  • Sales tracking
  • Scheduled reporting
  • Search functionality
  • Sidebar chrome extension
  • Social media integration
  • Status tracking
  • Tags & keywords
  • Task management
  • Tasks and Milestones
  • Third party integration
  • Track Opportunities/Pipelines

Pluspunten

Insightly accelerates sales by:

Collaborating across the organization with centralized customer data
Ensuring adoption with an intuitive and user-friendly UI
Growing your business faster with lead management and automated workflow

Insightly builds relationships by:

Understanding complex organizational relationships with flexible record linking
Tracking frequency of interactions by linking emails, proposals, etc. to contacts, orgs
Increasing sales efficiency by focusing on relationship gaps

Insightly delivers projects by:

Coordinating employee, contractor, and partner activity with task management
Driving productivity with templated tasks and events
Automatically generating tasks, events, emails, and update milestone statuses

GetApp-analyse

GetApp-analyse

In order for small businesses to grow and flourish, they need access to the best tools possible. Insightly is a CRM and project management application designed specifically for SMBs. The web-based solution enables its users to create strong relationships with their most loyal customers, so they can effectively maximize revenue and grow their businesses.

Created for organizations with between one and 200 employees, Insightly has integrated some of the most important features of a CRM platform—including flexible calendaring, automatic address books, file sharing, and notifications—with a project management system that uses tasks, milestones, and pipelines to keep organizations on track. Using Insightly’s linking feature, SMBs have the ability to create true 360-degree views of their complete networks. Insightly has all the functionality necessary for small business sales teams.

Dashboard view inside Insightly.

Wat is Insightly?

The purpose of Insightly is to provide SMBs with ways to build better relationships with their customers. In doing this, Insightly has developed a CRM and project management system that allows its clients to manage contacts, organizations, vendors and suppliers from within a unified system. Being able to link any object—such as a contact, organization or opportunity—to any other object is another way that Insightly gives businesses a complete view over their entire networks at a single glance.

Using Insightly should help SMBs streamline everyday processes for improved business efficiency, productivity, and effectiveness. As the name implies, Insightly provides its users with deep insights into how their customer relationships are influencing sales. As a result, many businesses experience an increase in sales after they begin using Insightly’s platform.

Managing contact details.

Voornaamste functies van Insightly

Managing Contacts

Insightly’s CRM solution gives you a way to see all of your customers and prospects in a centralized location. You can also use the flexible calendaring, notes, comments, and tagging features to keep track of important thoughts after getting off the phone with a client.

Before you can start managing contacts from within Insightly, you’ll need to add a few of your clients or prospects to the system. Import contacts and notes, or manually add the information for each new client and prospect you come across. In addition to including basic details like name and email address, Insightly provides you with space for including personal details and linking to the contact’s social media accounts.

Organizing contact information.

Using leads

Lead management is an integral component within Insightly. By setting up leads, sales teams can keep track of anyone who appears interested in their products or services, but hasn’t actually verified his or her interest in the business. These individuals can be added to a company’s Insightly account through the Leads tab.

Regardless of how your leads are obtained (purchased contact lists, website forms, trade shows, or other marketing efforts), you’ll want to turn on the Leads functionality to enter those leads into your Insightly account. When you determine that a certain lead is qualified, you can convert the lead by linking the contact and organization. (Insightly doesn’t convert related contacts and organizations until leads are converted into opportunities.) You can manage the status of each lead, along with the source of your lead’s information.

Capturing information with Leads

Setting Tasks

Insightly’s Tasks feature can be used in a number of different ways, including making to-do lists, logging meetings and phone calls, and creating email reminders. The most common way to use this feature is by creating a list of all the tasks that need to be done before a certain project will be complete. You also have the option to set reminders on tasks, which means you’ll receive an email notification before the task is due. Tasks can be linked to contacts, opportunities, projects, organizations, and emails.

Click on the “Task” tab from the dashboard page to begin the process of adding a new task to you list. Insightly gives you the option to assign the task to a particular colleague and set a due date. You can also set the priority level and status, and update the progress-percentage as the task gets closer to completion.

Adding a new task.

Sending Email

Insightly now offers a way for business users to compose and send email from their Insightly accounts. Just select the lead or contact to communicate with and get started writing the message. Setting up email templates is one way that many Insightly users have found to make writing email messages even easier.

Send a new email message to a single lead or contact by clicking on the Actions menu when viewing that lead or contact, and then selecting Email This Lead or Email This Contact. You can send a new email from a template or compose your own from scratch. Although Insightly offers you the ability to send emails directly through its web-based platform, you also have the option to compose and send emails from your default program by clicking on an email address link in Insightly.

Composing email within Insightly

Linking Objects

Insightly is one of the only CRM solutions that provides its users with a way to create a true 360-degree view of their networks. By linking together objects—including contacts, organizations and opportunities—with other objects, users are able to clearly see how relationships are impacted by certain actions.

Click on a contact and scroll down to the “links” section. To add a new link, type in the name of the contact, organization, or opportunity that the contact is associated with. For example, in addition to noting that Contact A is associated with Contact B, you can also include information about how those two prospects are related.

Linking two contacts.

Using Pipelines

A pipeline is a linear series of steps, which Insightly lets you define for projects and opportunities. Users can view pipelines to see their progress along a path. A pipeline should include all the anticipated stages in a workflow, up through the completion of the project.

To create a pipeline, visit the System Settings, choose a pipeline name, and click the “Edit Stages” link next to the new pipeline. Insightly will draw the pipeline stages for you above your stage list. The next time you create a new project, that pipeline will show up in a populated list for you to choose from, and you can select which stage the project is currently at.

Creating pipelines in Insightly.

Generating Reports

Insightly’s reports are based on opportunities and completed activities. Reports can be filtered by date ranges, and quickly reformatted for printing. A few of the Opportunity Reports that users can choose from include: Opportunity Category Breakdown, Reasons For Losing Opportunities, Opportunity Pipeline Stage Report, Total Incoming Opportunities, and Value Of Opportunities.

To generate a report, click on the type of report you want to create and customize the settings based on the dates, pipelines, tags, and responsibilities you’d like to use. When those selections have been made, you can generate a custom report. If Insightly’s reports don’t meet a particular need that your organization is facing, you also have the option to export your records. This enables you to create reports using whichever outside tool you prefer.

Generating detailed opportunity reports.

Scanning Business Cards

Using Insightly’s mobile apps, professionals have the ability to take photos of business cards and automatically create contacts or lead records in their CRM. This action takes place automatically, and it is available to all paid Insightly accounts.

To start scanning business cards with your smartphone’s rear camera, the the + icon within the mobile app and choose the “scan” option. Insightly allows you to scan a certain number of cards each month. Once you’ve snapped the photo, you can add tags, background information, and select visibility permissions for each new contact or lead. Insightly will follow up with an email update on each card you scan.

Scanning business cards with the mobile app

Integraties met Insightly

Insightly integrates with a number of popular business apps and services, allowing users to connect their CRM and project management system to products like Google Apps, Google Calendar, Gmail, Google Drive, Evernote, Xero, Quote Roller, INinmail, MailChimp, Torpio, and Zapier. Insightly offers an Outlook App that provides enhanced productivity for businesses that use Office 365 and Outlook 2013. In addition to its integration with QuickBooks Online, Insightly offers an integration with Xero.

Prijzen van Insightly

Free accounts are available for businesses with two or fewer users. Monthly pricing plans start at $12 per user, per month (when paying annually). Upgraded plans range in price from $29 per user, per month to $99 per user, per month (when paying annually).

Insightly - Verkoopcijfers

  • CRM and project management solution for SMBs.

  • Enables businesses to create strong relationships with customers.

  • Created for businesses with one to 200 employees.

  • Integrates with many of the most popular business apps.

  • Linking feature gives users a 360-degree view of their business networks.

Insightly - Veelgestelde vragen

Insightly - Veelgestelde vragen

Hieronder zie je enkele veelgestelde vragen over Insightly.

V. Welke prijsmodellen heeft Insightly te bieden?

Insightly kent de volgende prijsmodellen:

Vanaf: US$ 29,00/maand

Prijsmodel: Gratis, Abonnement

Gratis proef: Beschikbaar

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)

V. Wat zijn de voornaamste functies van Insightly?

Insightly biedt de volgende functies:

  • Alerts
  • Automatic address book
  • Automatic lead distribution
  • Automatic notifications
  • Automatic reminders
  • CRM
  • Calendar management
  • Client management
  • Collaboration
  • Contact Database
  • Contact management
  • Custom charts
  • Custom fields (per record type)
  • Customizable branding
  • Customizable fields
  • Customizable reporting
  • Customizable templates
  • Dashboard
  • Data filtering
  • Document storage
  • Duplicate detection
  • Email notifications
  • Email templates
  • Email tracking
  • Event triggered actions
  • File management
  • File sharing
  • Filtered views
  • Lead assignment
  • Lead capture
  • Lead distribution
  • Lead management
  • Linking to provide 'influence' view for sales & service
  • Multi-currency
  • Native iOS & Android mobile apps
  • Permission management
  • Powerful Google & Microsoft calendar integration
  • Project management
  • Project tracking
  • Recurring tasks
  • Reporting & statistics
  • Sales reporting
  • Sales tracking
  • Scheduled reporting
  • Search functionality
  • Sidebar chrome extension
  • Social media integration
  • Status tracking
  • Tags & keywords
  • Task management
  • Tasks and Milestones
  • Third party integration
  • Track Opportunities/Pipelines

V. Wat zijn de typische gebruikers van Insightly?

Insightly heeft de volgende typische klanten:

Freelancers, Grote ondernemingen, Middelgroot bedrijf, Non-profit, Klein bedrijf

V. Welke talen worden door Insightly ondersteund?

Insightly ondersteunt de volgende talen:

Engels, Frans, Portugees, Spaans

V. Welke prijsmodellen heeft Insightly te bieden?

Insightly kent de volgende prijsmodellen:

Gratis, Abonnement

V. Biedt Insightly ondersteuning voor mobiele apparaten?

Insightly ondersteunt de volgende apparaten:

Android, iPhone, iPad

V. Met welke andere apps kan Insightly worden geïntegreerd?

Insightly kan worden geïntegreerd met de volgende toepassingen:

Bitium, Campaign Monitor, Easy Insight, Freshdesk, Google Drive, HappyFox, QuickBooks Online, Vision Helpdesk, WebMerge, Zapier

V. Welke mate van ondersteuning heeft Insightly te bieden?

Insightly biedt de volgende ondersteuningsopties:

Veelgestelde vragen, Forum, Kennisbank, Online ondersteuning, Video-instructies