Over Insightly
Insightly is zeer populaire CRM-software voor Google- en Office 365-gebruikers die gericht is op kleine en middelgrote bedrijven. Insightly heeft wereldwijd meer dan 1,5 miljoen gebruikers en ondersteunt een reeks sectoren zoals productie, advies, media, communicatie, bouw en vele anderen.
Met Insightly is al je kritieke verkoop- en bedrijfsinformatie, zoals leads, contactpersonen, e-mails, evenementen, offertes, projecten, taken, verkoopkansen en bedrijfsrapporten, georganiseerd en beschikbaar op je apparaat. Het resultaat is dat al je teamgenoten zeer actuele klantinformatie binnen handbereik hebben, wat resulteert in betere inzichten, klantenservice en verkoop.
Insightly beseft dat elk bedrijf anders is - dus de op maat gemaakte objecten en apps stellen organisaties in staat om hun exemplaar af te stemmen op hun workflows en processen, wat zorgt voor een hoge adoptie en tevredenheid. Ook integraties zijn van cruciaal belang voor de adoptie door CRM-gebruikers, dus Insightly biedt een verscheidenheid aan aanbevolen integraties met platforms voor e-mail, documentbeheer, boekhouding en berichten.
Voor alle andere vereiste integraties biedt Insightly verschillende benaderingen, een open (en gratis) RESTful API, webhooks of Lambda om gegevenssynchronisatie mogelijk te maken.
Afbeeldingen
Twijfels over Insightly?
Vergelijk met een populair alternatief
Beginprijs
Prijsopties
Functies
Integraties
Gebruiksgemak
Prijs-kwaliteitverhouding
Klantenservice
Alternatieven
Salesforce Platform
Teamleader
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monday.com
Reviews
Heb je Insightly al?
Softwarekopers hebben je hulp nodig! Productreviews helpen anderen om goede beslissingen te nemen.
- Sector: Vervoer/over de weg/per spoor
- Bedrijfsgrootte: 11-50 werknemers
- Dagelijks 1+ jaar lang gebruikt
-
Bron van de reviewer
Totaalscore
- Prijs-kwaliteitverhouding
- Gebruiksgemak
- Klantenondersteuning
- Waarschijnlijkheid van aanbeveling 10.0 /10
Highly customizable and advanced CRM tool with easy to navigate features.
Beoordeeld op 30-7-2019
Insightly , no doubt have been a great addition to our tools for perfect customer relation...
Insightly , no doubt have been a great addition to our tools for perfect customer relation management. We can track customers, mails and leads and project at an in-expensive subscription providing us with great and handy features.
Pluspunten
Insightly CRM has the most intimidating interface with easy to understand and quite productive features. It is a perfect tool for the customer relation for mid-size and small organizations. We can easily customize the tool in order to get it properly synchronized with our working and requirements.
Minpunten
From the initial look, it is not very much professional but rather seems to be a visually appealing tool. The integration with the other tool is also not so easy and reliable and affects the overall performance. The project collaboration tools also gives me a tough time so there needs to be some improvements required.
Antwoord van Insightly
Thanks so much for your kind note, Mathew. At Insightly we work hard to make sure our customers have a great experience with our platform and are able to build lasting relationships with their own customers. Your feedback means a world to us and inspires us to keep up the good work. Cheers, the Insightly team.
I'm more than happy to help review your integration concern. Integrations shouldn't slow the system down.
- Sector: Management non-profit organisaties
- Bedrijfsgrootte: 2-10 werknemers
- Dagelijks 2+ jaar lang gebruikt
-
Bron van de reviewer
Totaalscore
- Prijs-kwaliteitverhouding
- Gebruiksgemak
- Klantenondersteuning
- Waarschijnlijkheid van aanbeveling 10.0 /10
8- year customer still finding ways insightly can improve our efficencies
Beoordeeld op 20-10-2022
Insightly has replaced our Outlook contact lists entirely. It also manages and tracks our teams...
Insightly has replaced our Outlook contact lists entirely. It also manages and tracks our teams progress on projects, events, and programs much better than using spreadsheets or other options we looked at.
Pluspunten
CRM and contact management is fantastic. Our entire team has the mobile app and we can update info on the fly and everyone gets it at the same time. We use the Project Management tool daily to track and organize our work in a variety of areas. Pipelines ensure we don't miss any steps in our standardized processes.
Minpunten
The learning curve was steeper than we expected. With customer support's help (which has been very good) we are now in a place where the software is saving us time and continually making our work more efficient.
Overwogen alternatieven
Zoho CRM, Blackbaud Raiser's Edge NXT, Bloomerang, Salesforce Sales Cloud, Basecamp en HubSpot CRMRedenen om over te stappen op Insightly
The seamless integration of the CRM part of the tool with with tracking our work in other areas such as projects, events, programs, workshops, etc.. in the project management part of the tool.
- Sector: Managementconsulting
- Bedrijfsgrootte: 51-200 werknemers
- Dagelijks 2+ jaar lang gebruikt
-
Bron van de reviewer
Totaalscore
- Prijs-kwaliteitverhouding
- Gebruiksgemak
- Klantenondersteuning
- Waarschijnlijkheid van aanbeveling 5.0 /10
Long time user verging toward long-suffering user
Beoordeeld op 5-10-2016
This is a product I wanted to like so much. We have been using Insightly for many years. We were...
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.
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.
- Sector: Rechtspraktijk
- Bedrijfsgrootte: 2-10 werknemers
- Dagelijks 2+ jaar lang gebruikt
-
Bron van de reviewer
Totaalscore
- Prijs-kwaliteitverhouding
- Gebruiksgemak
- Klantenondersteuning
- Waarschijnlijkheid van aanbeveling 10.0 /10
Great product with great customer service
Beoordeeld op 25-8-2023
It has been fantastic. Not one single issue.
It has been fantastic. Not one single issue.
Pluspunten
Once the system is customized for you, it is really easy to use.
Minpunten
The time it takes to customize it for me.
- Sector: Fondsenwerving
- Bedrijfsgrootte: 2-10 werknemers
- Dagelijks 2+ jaar lang gebruikt
-
Bron van de reviewer
Totaalscore
- Gebruiksgemak
- Waarschijnlijkheid van aanbeveling 8.0 /10
intuitive and easy to use
Beoordeeld op 29-10-2019
Pluspunten
easy to customise pipeline, good online information support
Minpunten
unable to customise reports to the extent we need
Redenen om voor Insightly te kiezen
hunting for a product that could automate our reportsOvergestapt van
WrikeRedenen om over te stappen op Insightly
price was very competitive initiallyInsightly - 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 versie, Abonnement
- Gratis proef: Beschikbaar
V. Wat zijn de typische gebruikers van Insightly?
Insightly heeft de volgende typische klanten:
Zelfstandig ondernemer, 2-10, 11-50, 51-200, 201-500, 501-1.000, 1.001-5.000
V. Welke talen worden door Insightly ondersteund?
Insightly ondersteunt de volgende talen:
Engels, Frans, Portugees, Spaans
V. Biedt Insightly ondersteuning voor mobiele apparaten?
Insightly ondersteunt de volgende apparaten:
Android (mobiel), iPhone (mobiel), iPad (mobiel)
V. Met welke andere apps kan Insightly worden geïntegreerd?
Insightly kan worden geïntegreerd met de volgende toepassingen:
123FormBuilder, ActiveCampaign, ActiveDEMAND, Acuity Scheduling, Aircall, AnyMeeting, Asana, Automate.io, Benchmark Email, Bidsketch, BookingSync, Box, Brevo, CallRail, Campaign Monitor, Chargebee, Clio, ConnectWise PSA, Constant Contact, Contactually, Cyclr, Dasheroo, Debitoor, Delivra, Direct Mail, DirectIQ Email Marketing, Dotdigital, Drip, Dropbox Business, EZ Texting, Emma, Everhour, Evernote Teams, Formstack Forms, FreeAgent, FreshBooks, Front, FullContact, GetResponse, Gmail, Google Calendar, Google Contacts, Google Drive, Google Forms, Google Workspace, Gravity Forms, Groove, Help Scout, HubSpot CRM, Hubstaff, INinbox, Ignition, Intercom, Jotform, Kanban Tool, Kantata, Keap, Kissflow Digital Workplace, Kixie PowerCall, Kustomer, Lead Gen & CRM (formerly SharpSpring), Lead Liaison, LiquidPlanner, Mad Mimi, MailUp, Mailchimp, MailerLite, Marketo Engage, Membrain, Meta for Business, Microsoft 365, Microsoft Outlook, Microsoft Power BI, Mojo Helpdesk, Myphoner, OmniFocus, OnceHub, OneDrive, Operations Hub, Outreach, PandaDoc, PersistIQ, Podio, Process Street, Proposable, Proposify, Pure Chat, Quickbooks Online, Quote Roller, Quotient, Recurly, Reply, Robly, Sage Business Cloud, Salesforce Marketing Cloud Account Engagement, SalesforceIQ, SendGrid, ServiceM8, Setmore, Shopify, Sign In Scheduling, Slack, Slemma, Stripe, SugarCRM, SupportBee, Teamwork Desk, Teamwork.com, TimeCamp, Todoist, Toky, Toodledo, TractionNext, Trello, Typeform, Wave Accounting, WebMerge, Wishpond, Wufoo, Xero, YouCanBook.me, Zapier, Zendesk Sell, Zendesk Suite, Zoho Books, Zoho CRM, Zoho Invoice, dotloop, noCRM.io
V. Welke mate van ondersteuning heeft Insightly te bieden?
Insightly biedt de volgende ondersteuningsopties:
E-mail/helpdesk, Veelgestelde vragen/forum, Kennisbank, Chatten
Gerelateerde categorieën
Bekijk alle softwarecategorieën die gevonden zijn voor Insightly.
- CRM-software
- Contactbeheer software
- Sales force automation software
- Lead management software
- Social CRM-tools
- Taakmanagement software
- Sales forecasting software
- Project management software voor de non-profitsector
- Online CRM-software
- Sales tracking software
- CRM-systemen voor Mac
- CRM systemen voor verzekeraars
