Insightly
door 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
Insightly - Prijsoverzicht
Insightly vanaf US$ 29,00/maand. Insightly heeft een gratis versie en biedt een gratis proefperiode. Hieronder vindt u extra prijsinformatie voor Insightly.
Beginprijs
US$ 29,00/maand
Gratis versie
Ja
Gratis proef
Ja
Implementatie
Cloud, SaaS, Web
Mobiel - iOS native
Mobiel - Android native
Training
Live online
Webinars
Documentatie
Ondersteuning
Kantooruren
Online
Functies van Insightly
Populaire producten
Reviews van Insightly
5 van 479 reviews worden weergegeven
Elizabeth P.
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Totaalscore5/5
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Gebruiksgemak4/5
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Functies en functionaliteit3/5
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Klantenondersteuning4/5
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Waar voor je geld4/5
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Waarschijnlijkheid van aanbeveling
- Bron van de reviewer
- Beoordeeld op 26-2-2020
"Manage your business relationships with Insightly"
Opmerkingen: Insightly CRM has offered us a solution to practically all our samples, thanks to it I have obtained a lot of reliability to the projects that are carried out in the office maintaining the conviction that we constantly obtain more and better results. It is fully customizable and adaptable to our requirements, also thanks to this we have been able to capture a large number of new customers, renew contracts and interests with customers within our company. It is a very attractive tool and the results have been very professional, its functionality is totally successful and will recover your investment in the blink of an eye, do not miss the opportunity to obtain a system to manage relationships with your customers and enhance each area that makes up your company, being fully customizable to whatever your requirement.
Pluspunten: Insightly has worked great to be able to direct excellent relationship management with our clients, either by creating them or maintaining them in a wide range of industries in a wide variety of fields, be they consulting, health, manufacturing, among others. Thanks to this tool we have been able to generate consistent quotes much more quickly taking advantage of all kinds of opportunities.
Minpunten: It is a bit difficult to maintain the integration or even integrate it with other tools, just as they do not present frequent updates and they are not very striking either, but in general terms I can confirm its excellent functionality.
- Bron van de reviewer
- Beoordeeld op 26-2-2020
Krystal K.
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Totaalscore4/5
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Gebruiksgemak5/5
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Functies en functionaliteit4/5
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Klantenondersteuning5/5
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Waar voor je geld5/5
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Waarschijnlijkheid van aanbeveling
- Bron van de reviewer
- Beoordeeld op 18-2-2020
"Insightly is a CRM with a very clean interface that is easy to navigate"
Opmerkingen: Insightly is my favorite CRM. I love the app version, and I am able to connect Insightly with other apps. It offers great value for the product, and customer support is good, and responsive.
Pluspunten: I love Insightly because it has a clean look that is easy on the eyes, and it is a very intuitive CRM, unlike many others that can overwhelm or be confusing.
Minpunten: Hard to think of many drawbacks with this CRM. Sometimes I wish the community pages and discussion boards were more lively.
- Bron van de reviewer
- Beoordeeld op 18-2-2020
Joshua K.
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Totaalscore4/5
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Gebruiksgemak4/5
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Functies en functionaliteit4/5
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KlantenondersteuningZonder beoordeling
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Waar voor je geldZonder beoordeling
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Waarschijnlijkheid van aanbeveling
- 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
Iain M.
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Totaalscore3/5
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Gebruiksgemak4/5
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Functies en functionaliteit2/5
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Klantenondersteuning2/5
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Waar voor je geld5/5
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Waarschijnlijkheid van aanbeveling
- 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
Amy O.
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Totaalscore4/5
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Gebruiksgemak5/5
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Functies en functionaliteit4/5
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KlantenondersteuningZonder beoordeling
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Waar voor je geldZonder beoordeling
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Waarschijnlijkheid van aanbeveling
- Bron van de reviewer
- Beoordeeld op 16-9-2019
"Efficient, User-Friendly CRM Contact Database Option!"
Opmerkingen: We have a ton of contacts in our database and Insightly allows for us to easily find people for our campaigns with the customized fields and tags.
Pluspunten: I like that you can include social media links for your contacts. I like that you can create several customized fields for information that is specific to your needs. And I also like that you can "tag" your contacts so that when you search for a specific demographic, those that fit will show up in the results.
Minpunten: There really isn't much that I dislike about Insightly except that since we have a ton of "tags", it would be nice to be able to check a whole bunch to apply instead of typing in each one separately.
Antwoord van de leverancier
van Insightly op 17-9-2019
Hi Amy, 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 16-9-2019
