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.

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Twijfel je over Insightly? Vergelijk met een populair alternatief

Insightly

4,0 (574)
Insightly
Niet beschikbaar in jouw land
US$ 29,00
maand
Gratis versie
Gratis proefversie
127
129
4,0 (574)
4,0 (574)
3,8 (574)
VS.
Beginprijs
Prijsopties
Functies
Integraties
Gebruiksgemak
Waar voor je geld
Klantenservice
US$ 13,49
maand
Gratis versie
Gratis proefversie
217
92
4,3 (11.765)
4,4 (11.765)
4,3 (11.765)
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Reviews over Insightly

Gemiddelde score

In totaal
4,0
Gebruiksgemak
4,0
Klantenservice
3,8
Functies
3,9
Waar voor je geld
4,0

Reviews op basis van bedrijfsgrootte (werknemers)

  • <50
  • 51-200
  • 201-1.000
  • >1.001
Susan
Susan
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.

5,0 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. :)

Anne
Director Operations in VS
Professionele training en coaching, 2-10 werknemers
Heeft de software gebruikt voor: 1+ jaar
Bron van de reviewer

Overwogen alternatieven:

Customizing Insightly

4,0 vorige maand Nieuw

Opmerkingen: I think it is a great, affordable product. I'm disappointed in the Customer Care response (or lack thereof). The Customer Support team is great. They can troubleshoot and fix items. Customer Care is required if you are trying to better/best use the product. I think that group needs some work. Anyone customizing the product should be confident that Insightly knows how it will be used for user's business and that may mean more questions upfront, better understanding of a client's business.

Pluspunten:

That we could customize. We were able to make this software work for our needs, which were a bit different than how the typical sales team might. We can track our orders and do great reporting. Dashboards are very nice feature. Ability to customize pipelines very helpful and visuals are great. Customer support team is helpful and responsive.

Minpunten:

Integration with our needs was a bit difficult. Our sales person seemed to understand what we needed to accomplish but I don't think the customer care person is as savvy. Customization is great, but if it impacts how you can report items or get most accurate data, user needs to understand that. We got creative in how we used items and where possible, didn't customize, just repurposed so we got the benefit of the connections Insightly makes. In our haste to be up and using, I don't think enough time was spent on that and rework was involved.

Matthew
Head of Client Engagement & Services in VK
Managementconsulting, 11-50 werknemers
Heeft de software gebruikt voor: 2+ jaar
Bron van de reviewer

Insightly highs and lows

3,0 2 maanden geleden Nieuw

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.

Denise
Denise
Marketing Specialist in VS
Geverifieerde LinkedIn-gebruiker
Marketing en reclame, 201-500 werknemers
Heeft de software gebruikt voor: 2+ jaar
Bron van de reviewer

Insightly developed to enhance our feeds

4,0 3 maanden geleden

Opmerkingen: In my experience using Insightly, I haven't run into any serious issues. We used to utilize a strange CRM that was built out of sheets and required us to constantly switch between windows. Using Insightly, we can have all of our data in one place, neatly organized in custom fields. In my opinion, the project page may benefit from more fields in which to provide pertinent data.

Pluspunten:

Insightly is how I keep track of all the initiatives we have in the works right now. The management of our company's 5,000+ open positions is a major challenge. Insightly makes it easy for us to keep track of all the moving parts, which would otherwise be difficult to do in a secure manner given the project's multi-stage nature.

Minpunten:

In most cases, the newly opened Org or Project tab doesn't take up more than half of my screen following a search. I can't figure out how to make the page larger. For some reason, the columns on the Relate and Activity tabs don't remember my saved column width. Every time I use it, I have to resize it.

Joshua
Joshua
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

4,0 3 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

3 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!