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.

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.

Waar kan Insightly worden geïmplementeerd?

Cloud, SaaS, Web, Mac (desktop), Windows (desktop), Android (mobiel), iPhone (mobiel), iPad (mobiel)

Over de leverancier

  • Insightly
  • Gevestigd in San Francisco, VS
  • Opgericht in 2010
  • Chatten

Beschikbaar in deze landen

Australië, Canada, China, Duitsland, India en nog 4 andere

Talen

Engels, Frans, Portugees, Spaans

Over de leverancier

  • Insightly
  • Gevestigd in San Francisco, VS
  • Opgericht in 2010
  • Chatten

Beschikbaar in deze landen

Australië, Canada, China, Duitsland, India en nog 4 andere

Talen

Engels, Frans, Portugees, Spaans

Video's en afbeeldingen van Insightly

Insightly Software - 1
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Insightly Software - 4
Insightly Software - 5
Nog 6 andere bekijken
Insightly-video
Insightly Software - 1
Insightly Software - 2
Insightly Software - 3
Insightly Software - 4
Insightly Software - 5

Vergelijk de kosten van Insightly met soortgelijke producten

Insightly

US$ 29,00/maand
Gratis versie
Gratis proef
N.v.t
Gratis versie
Gratis proef
US$ 14,90/maand
Gratis versie
Gratis proef
US$ 50,00/maand
Gratis versie
Gratis proef

Functies van Insightly

  • Aanpasbare rapporten
  • Aanpasbare sjablonen
  • Aanpasbare velden
  • Activiteitendashboard
  • Afspraakplanning
  • Batchverwerking
  • Beheer van verkooppipeline
  • Bestanden delen
  • Bestandsbeheer
  • Budgetbeheer
  • CRM
  • Campagnebeheer
  • Contactenbeheer
  • Contactendatabase
  • Dashboard
  • Documentbeheer
  • Documenten opslaan
  • E-mailbeheer
  • E-mailmarketing
  • Gantt-/tijdlijnweergave
  • Gedeelde contacten
  • Gegevens importeren en exporteren
  • Integratie van derden
  • Integratie van sociale media
  • Integraties van derden
  • Interactie bijhouden
  • Kalender-/herinneringssysteem
  • Kalenderbeheer
  • Kanban-bord
  • Kansenbehee
  • Klantendatabase
  • Lead nurturing
  • Leadkwalificatie
  • Leads beheren
  • Leads vastleggen
  • Leadsegmentering
  • Marketingautomatisering
  • Mobiele toegang
  • Offertes
  • Online implementatie
  • Opmerkingen/notities
  • Percentage-voltooid bijhouden
  • Prestatiemeetwaarden
  • Projectplanning
  • Rapportage en analyse
  • Rapportage/projecten volgen
  • Samenwerkingstools
  • Segmentering
  • Taakbeheer
  • Taakplanning
  • Taakvoortgang bijhouden
  • Territoriumbeheer
  • Terugkerende taken
  • Voor Mac-apparaten
  • Voor iPad-apparaten
  • Voor start-ups
  • Waarschuwingen/Meldingen
  • Workflowbeheer
  • Zoeken/filteren

Alternatieven voor Insightly

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Verkoop, factureer en plan je werk op één plek. 60.000+ ondernemers werken slimmer met Teamleaders work management software.
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LionDesk is een CRM die verkoopprofessionals helpt om sneller contact te maken met leads, met hen te communiceren en deals af te sluiten.
Nimble is de eenvoudige, slimme CRM voor Office 365 en G Suite die voor jou werkt – waar je ook werkt.
Investeerders en adviseurs komen naar DealCloud om hun dealteams te ondersteunen.
Salesflare is een intelligente CRM voor kleine en middelgrote B2B-bedrijven en startups die meer willen verkopen met minder werk. Meer informatie over Salesflare
PSA-hulpmiddelen van de volgende generatie. Compleet Professional Services Automation-pakket voor software- en servicesbedrijven.
monday.com is een cloudgebaseerd Work OS waar teams hun projecten en dagelijkse werkzaamheden uitvoeren, of ze nu op kantoor, thuis of onderweg zijn. Meer informatie over monday.com
Accelo is het meest flexibele, krachtige en geautomatiseerde platform voor servicewerkzaamheden voor dienstverlenende bedrijven en helpt je om de controle te houden.
Simple CRM, Powerful CRM, Extendable CRM, and Free CRM! The First Simple CRM built on Microsoft's Power Apps
Volledig aanpasbaar, cloudgebaseerd CRM-systeem bestaande uit verkoop, marketing, projectmanagement, HR, helpdesk, facturering en clouds.

Reviews over Insightly

Gemiddelde score

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

Reviews op basis van bedrijfsgrootte (werknemers)

  • <50
  • 51-200
  • 201-1.000
  • >1.001
Susan A.
Susan A.
Sr. Manager-Business Operations in VS
Geverifieerde LinkedIn-gebruiker
Informatietechnologie en -diensten, 10.000+ werknemers
Heeft de software gebruikt voor: 1+ jaar
Bron van de reviewer

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

5 3 jaar geleden

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.

Reactie Insightly

3 jaar geleden

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

Joshua K.
Joshua K.
Owner in VS
Geverifieerde LinkedIn-gebruiker
Nutsbedrijven, 2-10 werknemers
Heeft de software gebruikt voor: Gratis proef
Bron van de reviewer

Overwogen alternatieven:

Brings all record-keeping together

4 2 jaar geleden

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.

Reactie Insightly

2 jaar geleden

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!

Iain M.
Iain M.
COO and Technical Director in VK
Geverifieerde LinkedIn-gebruiker
Managementconsulting, 51-200 werknemers
Heeft de software gebruikt voor: 2+ jaar
Bron van de reviewer
Bron: GetApp

Long time user verging toward long-suffering user

3 6 jaar geleden

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.

Reactie Insightly

6 jaar geleden

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.

Tarek B.
Tarek B.
CEO in Canada
Geverifieerde LinkedIn-gebruiker
Managementconsulting, 11-50 werknemers
Heeft de software gebruikt voor: 2+ jaar
Bron van de reviewer

Overwogen alternatieven:

Insightly : a good option to start with cloud based CRMs for Small businesses

4 7 maanden geleden

Opmerkingen: Insightly helps entrepreneurs and small businesses like most of our clients to get to the digital space and excel in no time. As a Technology expert, I highly recommend it to entrepreneurs beginning with tech and online platforms for their business.

Pluspunten:

Insightly Helps small and mid business manage their leads and projects online, through a fully fledged cloud based tool that provides an abundance of smart features, including customer insights from internet sources, and structured project/opportunity management platform.

Minpunten:

It is probably requiring some advanced knowledge from our end, but integrating Insightly with e-mail services, social media and other 3rd parties seemed to be complex. We've been using Insightly in its early times, and I'm sure that things went better afterwards with the continuous improvements by Insightly amazing teams.

Nezar K.
Sales Manager in VS
Werving en selectie, 51-200 werknemers
Heeft de software gebruikt voor: 2+ jaar
Bron van de reviewer

Overwogen alternatieven:

Effective and Affordable

4 3 jaar geleden

Opmerkingen: 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.

Pluspunten:

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.

Minpunten:

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

Reactie Insightly

3 jaar geleden

Hi Nezar, Thank you for the feedback!!!