--- description: Ontdek de plus- en minpunten van Insightly en leer meer over de functies, de prijs en het gebruiksgemak van de software. Lees nuttige beoordelingen van geverifieerde gebruikers en ontdek vergelijkbare programma's. image: https://gdm-localsites-assets-gfprod.imgix.net/images/capterra/og_logo-e5a8c001ed0bd1bb922639230fcea71a.png?auto=format%2Cenhance%2Ccompress title: Insightly - Bekijk prijzen, reviews en scores - Capterra Nederland 2026 --- Breadcrumb: [Startpagina](/) > [CRM-software](/directory/2/customer-relationship-management/software) > [Insightly](/software/130671/insightly) # Insightly Canonical: https://www.capterra.nl/software/130671/insightly Pagina: 1 / 27\ Volgende: [Volgende pagina](https://www.capterra.nl/software/130671/insightly?page=2) > CRM-oplossing voor kleine tot middelgrote bedrijven die kansen beheert, projecten oplevert, relaties koppelt en offertes opstelt. > > Oordeel: score van **4.0/5** door 654 gebruikers. Hoge score voor **Waarschijnlijkheid van aanbeveling**. ----- ## Overzicht ### Wie gebruikt Insightly? Organisaties uit elke sector die op zoek zijn naar een gebruiksvriendelijke maar krachtige CRM met projectmanagement en -oplevering. Volg alles van verkoopprospects tot opgeleverde projecten op hetzelfde platform. ## Snelle statistieken en scores | Metriek | Score | Details | | **In totaal** | **4.0/5** | 654 Reviews | | Gebruiksgemak | 4.0/5 | Gebaseerd op alle reviews | | Klantenondersteuning | 3.8/5 | Gebaseerd op alle reviews | | Prijs-kwaliteitverhouding | 4.0/5 | Gebaseerd op alle reviews | | Functies | 3.9/5 | Gebaseerd op alle reviews | | Aanbevelingspercentage | 70% | (7/10 Waarschijnlijkheid van aanbeveling) | ## Over de leverancier - **Bedrijf**: Insightly - **Locatie**: San Francisco, VS - **Opgericht**: 2010 ## Commerciële context - **Beginprijs**: US$ 29,00 - **Prijsmodel**: (Gratis proef) - **Doelgroep**: Zelfstandig ondernemer, 2-10, 11-50, 51-200, 201-500, 501-1.000, 1.001-5.000, 5.001-10.000, 10.000+ - **Implementatie en platforms**: Cloud, SaaS, Web, Mac (desktop), Windows (desktop), Android (mobiel), iPhone (mobiel), iPad (mobiel) - **Ondersteunde talen**: Engels, Frans, Portugees, Spaans - **Beschikbare landen**: Australië, Canada, China, Duitsland, India, Japan, Nieuw-Zeeland, Verenigd Koninkrijk, Verenigde Staten ## Functies - Aanpasbare rapporten - Aanpasbare sjablonen - Aanpasbare velden - Activiteitendashboard - Afspraakplanning - Batchverwerking - Beheer van salesactiviteit - Beheer van verkooppipeline - Campagnebeheer - Contactenbeheer - Contactendatabase - Documenten opslaan - E-mailbeheer - E-mailmarketing - Gedeelde contacten - Gegevens importeren en exporteren - Integratie van derden - Interactie bijhouden - Kalender-/herinneringssysteem - Kansenbehee - Klantendatabase - Lead nurturing - Leaddistributie - Leadkwalificatie - Leads beheren - Leads genereren - Leads vastleggen - Leadsegmentering - Marketingautomatisering - Mobiele toegang - Offertes - Opdrachtenbeheer - Opmerkingen/notities - Pipelinebeheer - Prestatiemeetwaarden - Priorisering - Prognose - Projecten bijhouden - Rapportage en analyse - Samenwerkingstools - Segmentering - Taakbeheer - Task Editing - Third-Party Integrations - Verkoopprognose - Verkooprapporten - Voor de verzekeringsbranche - Waarschuwingen/Meldingen - Workflowbeheer - Zoeken/filteren ## Integraties (118 in totaal) - 123FormBuilder - ActiveCampaign - ActiveDEMAND - Acuity Scheduling - Aircall - AnyMeeting - Asana - Benchmark Email - Bidsketch - BookingSync - Box - Brevo - CallRail - Campaign Monitor by Marigold - Chargebee ... en 103 meer integraties ## Ondersteuningsopties - E-mail/helpdesk - Veelgestelde vragen/forum - Kennisbank - Telefonische ondersteuning - Chatten ## Categorie - [CRM-software](https://www.capterra.nl/directory/2/customer-relationship-management/software) ## Gerelateerde categorieën - [CRM-software](https://www.capterra.nl/directory/2/customer-relationship-management/software) - [Project management software voor de non-profitsector](https://www.capterra.nl/directory/32439/project-management-software-for-nonprofits/software) - [Sales forecasting software](https://www.capterra.nl/directory/30930/sales-forecasting/software) - [Contactbeheer software](https://www.capterra.nl/directory/30016/contact-management/software) - [Lead management software](https://www.capterra.nl/directory/30017/lead-management/software) ## Alternatieven 1. [HubSpot CRM](https://www.capterra.nl/software/152373/hubspot-crm) — 4.5/5 (4462 reviews) 2. [Zoho CRM](https://www.capterra.nl/software/155928/zoho-crm) — 4.3/5 (6977 reviews) 3. [Bigin by Zoho CRM](https://www.capterra.nl/software/204998/bigin-by-zoho-crm) — 4.7/5 (731 reviews) 4. [Odoo](https://www.capterra.nl/software/135618/odoo) — 4.2/5 (1307 reviews) 5. [Salesforce Sales Cloud](https://www.capterra.nl/software/61368/salesforce) — 4.4/5 (18785 reviews) ## Reviews ### "Insightly is a reasonable CRM with decent functions" — 4.0/5 > **David** | *17 oktober 2023* | Computersoftware | Aanbevelingsscore: 7.0/10 > > **Pluspunten**: Insightly does a pretty reasonable job as a CRM. It's quite easy to use and pretty. It has some integrations out of the box and is easy to customize. > > **Minpunten**: No significant draw backs to it. I would say it's a middle of the road CRM system that is neither great nor terrible. > > I selected this as our CRM. We switched over from Zoho which was universally hated by our sales guys. ----- ### "Insightly is a great CRM Tool" — 4.0/5 > **Christina** | *31 juli 2023* | Marketing en reclame | Aanbevelingsscore: 8.0/10 > > **Pluspunten**: Insightly offers many products and features to be a one-stop-shop in the administrative world. It allows a company to keep all of their client information in one location and access quickly and easily. It allows emailing clients directly in the software as well as filing previously sent emails to a client. > > **Minpunten**: The way that some of the fields are set up, they are not made for quick editing, copying, etc. The phone number fields do not have an automated template, the number can be input anyway. The address fields, specifically state, do not have preset options and either can be an abbreviation or spelled out. It would be nice if these were preset so that it is uniform when printing reports, etc. Lastly, once you create a lead, even after converting to a contact, the lead still shows up when that specific client is searched for. It can be confusing when you need to click quickly. > > Overall, the CRM product has been a great business tool for everyday use. I would certainly recommend it to a business if they can afford the price point. ----- ### "Insightly highs and lows" — 3.0/5 > **Matthew** | *12 oktober 2022* | Managementconsulting | Aanbevelingsscore: 3.0/10 > > **Pluspunten**: It is relatively intuitive easy to customise, easy to align to specific business needs. > > **Minpunten**: Effective linkage of the databases that sit behind the product. If i log an activity for a against a contact that is part of an organisation, that activity will not be visible under the organisation. This is a big miss. There needs to be total linkage between all databases that sit within the system. There should be a hierarchy from Organisation to Contact to Project to Opportunity etc etc. This causes significant issues when trying to track client experience. Reporting No reports are drillable - they are simply static reports limiting their use. I constantly find myself needing to export a report to Excel so I can build a pivot table to effectively use it. User interface The user interface is very old fashioned and clunky. This is not just a statement about look and feel. When i create a report i get a list of objects with certain data that changes on a regular basis. So I need to select the item from within the report and change the value. But I cant do this quickly from within the report. I need to click on the item which then loads a separate page for the record. Then I need to click into that record which show all of the fields for the entire record. Then I need to click on the field in question, change it and then save it. I then need to close that page down and go back to the report page and refresh the page before this change is visible. This is a terrible UI and UX for a modern product today that is now significantly behind the the currently expected standard. ----- ### "Insightly - We're Back Again" — 5.0/5 > **Natalie** | *8 maart 2023* | Bouw | Aanbevelingsscore: 10.0/10 > > **Pluspunten**: The ease of tracking multiple types of projects and stages of the project and the visibility of each project's status. We tried Hubspot for two years and came back with Insightly as it was so much better to use. > > **Minpunten**: The marketing function, and the products, pricebooks, and quotes could use some additional features compared to their competition. They aren't as easy to use and can be clunky at times. > > We love Insightly and have solved the major issue of project management as well as integration with Quickbooks so we can have a high level overview of each project, opportunity, and where we are with the quickbooks billing. It saves us a lot of time and removes a lot of human error in our processes as well. ----- ### "8- year customer still finding ways insightly can improve our efficencies" — 5.0/5 > **Jonathan** | *20 oktober 2022* | Management non-profit organisaties | Aanbevelingsscore: 10.0/10 > > **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. > > 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. ----- Pagina: 1 / 27\ Volgende: [Volgende pagina](https://www.capterra.nl/software/130671/insightly?page=2) ## Links - [Bekijk op Capterra](https://www.capterra.nl/software/130671/insightly) ## Deze pagina is beschikbaar in de volgende talen | Locatie | URL | | de | | | de-AT | | | de-CH | | | en | | | en-AE | | | en-AU | | | en-CA | | | en-GB | | | en-IE | | | en-IL | | | en-IN | | | en-NZ | | | en-SG | | | en-ZA | | | es | | | es-AR | | | es-CL | | | es-CO | | | es-CR | | | es-DO | | | es-EC | | | es-MX | | | es-PA | | | es-PE | | | fr | | | fr-BE | | | fr-CA | | | fr-LU | | | it | | | ja | | | nb | | | nl | | | nl-BE | | | pt | | | pt-PT | | ----- ## Gestructureerde gegevens