Insightly

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.

Wat is Insightly?

Insightly is krachtige, gebruiksvriendelijke CRM-software met native integraties met Gmail, Office 365, MailChimp en andere populaire toepassingen. Insightly heeft meer dan 1,5 miljoen gebruikers in een verscheidenheid aan sectoren, en kleine tot middelgrote bedrijven gebruiken Insightly om kansen te beheren in elke fase van het verkoopproces, klantrelaties te koppelen, projecten op te leveren, offertes op te stellen en meer.

Insightly - Details

Insightly

http://www.insightly.com

Opgericht in 2010

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Insightly - prijsoverzicht

Insightly heeft een gratis versie en biedt een gratis proefperiode. Insightly betaalde versie vanaf US$ 29,00/maand.


Beginprijs

US$ 29,00/maand

Gratis versie

Ja

Gratis proef

Ja

Insightly - implementatie en ondersteuning

Ondersteuning

  • Kantooruren
  • Online

Implementatie

  • Cloud, SaaS, Web
  • Mobiel - iOS native
  • Mobiel - Android native

Training

  • Live online
  • Webinars
  • Documentatie

Functies van Insightly

  • Documenten opslaan
  • E-mailmarketing
  • Integratie van marketingautomatisering
  • Integratie van sociale media
  • Interne chatintegratie
  • Kalender-/herinneringssysteem
  • Leads genereren
  • Leadscoring
  • Mobiele toegang
  • Offertes en voorstellen
  • Segmentering
  • Taakbeheer
  • Territoriumbeheer

Bekijk de volledige lijst van CRM-systemen

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Reviews van Insightly

Lees alle reviews

Gemiddelde score

Gebruiksgemak 3,9
Klantenservice 3,7
Functies 3,8
Waar voor je geld 3,9

Software beoordelen

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Schrijf een review!
Susan A.
Sr. Manager-Business Operations
Informatietechnologie en -diensten, 10.000+ werknemers
Heeft de software gebruikt voor: 1+ jaar
  • Totaalscore
    5 /5
  • Gebruiksgemak
    5 /5
  • Functies en functionaliteit
    5 /5
  • Klantenondersteuning
    5 /5
  • Waar voor je geld
    5 /5
  • Waarschijnlijkheid van aanbeveling
    10/10
  • Bron van de reviewer 
  • Beoordeeld op 24-7-2019

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

Opmerkingen: 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.

Antwoord van de leverancier

van Insightly op 16-8-2019

Hi Susan,

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

  • Bron van de reviewer 
  • Beoordeeld op 24-7-2019
Joshua K.
Owner
Nutsbedrijven, 2-10 werknemers
Heeft de software gebruikt voor: Gratis proef
  • Totaalscore
    4 /5
  • Gebruiksgemak
    4 /5
  • Functies en functionaliteit
    4 /5
  • Klantenondersteuning
    Zonder beoordeling
  • Waar voor je geld
    Zonder beoordeling
  • Waarschijnlijkheid van aanbeveling
    8/10
  • Bron van de reviewer 
  • Beoordeeld op 25-12-2019

"Brings all record-keeping together"

Opmerkingen: 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.

Antwoord van de leverancier

van Insightly op 30-12-2019

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!

  • Bron van de reviewer 
  • Beoordeeld op 25-12-2019
Zheng S.
Senior Software Specialist
Computersoftware, 1.001-5.000 werknemers
Heeft de software gebruikt voor: 2+ jaar
  • Totaalscore
    4 /5
  • Gebruiksgemak
    4 /5
  • Functies en functionaliteit
    3 /5
  • Klantenondersteuning
    3 /5
  • Waar voor je geld
    3 /5
  • Waarschijnlijkheid van aanbeveling
    8/10
  • Bron van de reviewer 
  • Beoordeeld op 31-12-2020

"A versatile customer relationship management platform"

Opmerkingen: You can optimize your sales processes as you can track and control the performance of your sales teams and the status of sale deals. It allows you an easy task repetition by building sets of automated activity. You can create leads where all the information regarding your customers can be stored, and you can easily send automated emails to such leads. Its dashboard feature gives you easy reporting on the overall performance of your business and is customizable.

Pluspunten: You can keep track of your sales, deal pipelines, along with other marketing and project management activities, all from this single platform. It also allows you to manage your contacts. If you are about to start a small business or project, this software is good for you as it offers its free version where two users are allowed for management. It helps you remove ambiguity from the sales pipeline while it enjoins project management and customer relations management.

Minpunten: Its user interface can be overwhelming for beginners. It is expensive software because its paid plans also lack a lot of basic features for which users have to purchase extra plans. If it could use integration with other social media platforms and channels, it would have been easier for users to run their marketing campaigns through this software on social platforms as well, but this platform lacks such features.

  • Bron van de reviewer 
  • Beoordeeld op 31-12-2020
Iain M.
COO and Technical Director
Managementconsulting, 51-200 werknemers
Heeft de software gebruikt voor: 2+ jaar
  • Totaalscore
    3 /5
  • Gebruiksgemak
    4 /5
  • Functies en functionaliteit
    2 /5
  • Klantenondersteuning
    2 /5
  • Waar voor je geld
    5 /5
  • Waarschijnlijkheid van aanbeveling
    5/10
  • Bron van de reviewer 
  • Bron: GetApp
  • Beoordeeld op 5-10-2016

"Long time user verging toward long-suffering user"

Opmerkingen: 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 de leverancier

van Insightly op 9-10-2016

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.

  • Bron van de reviewer 
  • Bron: GetApp
  • Beoordeeld op 5-10-2016
Geverifieerde reviewer
Marketing Assistant
Computersoftware, 51-200 werknemers
Heeft de software gebruikt voor: 1-5 maanden
  • Totaalscore
    4 /5
  • Gebruiksgemak
    5 /5
  • Functies en functionaliteit
    5 /5
  • Klantenondersteuning
    4 /5
  • Waar voor je geld
    5 /5
  • Waarschijnlijkheid van aanbeveling
    8/10
  • Bron van de reviewer 
  • Beoordeeld op 19-11-2020

"Great for contact management from the perspective of customer support"

Opmerkingen: I use this daily to not lose my mind while trying to figure out information on a customer. More often than not I have to refer to our Insightly contact database to get all the information I need without having to wait on a customer to get back to me saving me on average maybe a full hour of productivity each day. Couldn't recommend it more for maintaining contacts between teams.

Pluspunten: Great for contact management
Great for holding customer information
Huge time saver for our support team

Minpunten: The UI could use a touch up especially with everything that is on the market now. It feels a bit dated in presentation.

  • Bron van de reviewer 
  • Beoordeeld op 19-11-2020