Insightly

Insightly

door Insightly

Wie gebruikt Insightly?

Organizations in any industry looking for an easy to use yet powerful CRM with project management and delivery. Track everything from sales prospects to delivered projects in the same platform.

Wat is Insightly?

Insightly is a powerful, easy to use CRM software with native integrations to Gmail, Office 365, MailChimp, and other popular applications. With more than 1.5 million users worldwide in a variety of industries, small to mid-sized businesses use Insightly to manage opportunities at every stage of the sales process, link customer relationships, deliver projects, build quotes, and more.

Insightly - Details

Insightly

http://www.insightly.com

Opgericht in 2010

Insightly - Prijsoverzicht

Insightly vanaf US$ 29,00/maand. Insightly heeft een gratis versie maar biedt een gratis proefperiode. Hieronder vindt u extra prijsinformatie voor Insightly.

Beginprijs

US$ 29,00/maand

Prijsinformatie

Free and paid plans starting at $29/user/month

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

CRM voor de bouw
Beheer van verkooppipeline
Contractbeheer
Klanten volgen
Offertes en voorstellen
Plannen
Prognose
Projectbeheer
Afstemming van klanten en vastgoed
Campagnebehee
Contactenbeheer
E-mailmarketing
Interactie bijhouden
Leads beheren
Referenties bijhouden
Segmentering
Waarschuwingen voor vastgoed
Documenten opslaan
E-mailmarketing
Integratie van marketingautomatisering
Integratie van sociale media
Interne chatintegratie
Kalender-/herinneringssysteem
Leadscoring
Mobiele toegang
Offertes en voorstellen
Segmentering
Taakbeheer
Territoriumbeheer
Documenten opslaan
Integratie van marketingautomatisering
Integratie van sociale media
Kalender-/herinneringssysteem
Leadscoring
Live chatten
Offertes en voorstellen
Prognose
Scannen van vistekaartjes/-badges
Segmentering
Taakbeheer
Territoriumbeheer
Beheer van verkooppipeline
Contacten importeren en exporteren
Contactendatabase
Gedeelde contacten
Interactie bijhouden
Leads beheren
Segmentering
Tools voor exploratie
Zoeken/filteren
Bronnen bijhouden
Campagnebehee
Interactie bijhouden
Lead nurturing
Leaddistributie
Leads vastleggen
Leadscoring
Leadsegmentering
Pipelinebeheer
Tools voor exploratie
Documentbeheer
Kwaliteitscontrole
Leveranciersbeheer
Offertebeheer
Prognose
Resourcebeheer
Supply-chainbeheer
Traceerbaarheid
Analyse van klantenservices
Catalogiseren / categoriseren
Controle van antwoorden via e-mail
Kennisbeheer
Klantenondersteuning bijhouden
Live chatten
Prestatiemeetwaarden
Zelfserviceportal
Zoeken
CRM
Documentbeheer
Factureren
Klantenportal
Offertebeheer
Portefeuillebeheer
Projectbeheer
Resourcebeheer
Samenwerkingstools
Tijd en onkosten bijhouden
Voorstellen genereren
ERP
Inkooporderbeheer
Integratie in de administratie
Kwaliteitsbeheer
MES
MRP
Offertes
Onderhoudsbeheer
Rapportage en analyse
Veiligheidsbeheer
Vervoersbeheer
Aanpasbare sjablonen
Agile-methodiek
Budgetbeheer
Gantt-grafieken
Ideeënbeheer
Kanban-bord
Klantenportal
Kosten van voltooiing bijhouden
Mijlpalen bijhouden
Portefeuillebeheer
Resourcebeheer
Samenwerkingstools
Tijd en onkosten bijhouden
Traditionele methodologieën
Agile-methodiek
Bijhouden van vervaldatums
Budgetbeheer
Gantt-grafieken
Kanban-bord
Priorisering
Resourcebeheer
Samenwerkingstools
Sjabloonbeheer
Taakbeheer
Traditionele methodologieën
Voortgang bijhouden
Gantt-grafieken
Kanban-bord
Kosten van voltooiing bijhouden
Mijlpalen bijhouden
Percentage-voltooid bijhouden
Priorisering
Samenwerkingstools
Status bijhouden
Tijd en onkosten bijhouden
Bestanden delen
Campagnebehee
Documentbeheer
Projectbeheer
Samenwerking
Taakbeheer
Tijd bijhouden
Beheer van externe verkoop
Beheer van oproepen
Campagnebehee
Contactenbeheer
Contractbeheer
E-mailmarketing
Kanaalbeheer
Kansenbehee
Klantendatabase
Leads beheren
Prestatiemeetwaarden
Provisiebeheer
Referenties bijhouden
Territoriumbeheer
Verkoopprognose
Voorstellen genereren

Reviews van Insightly

5 van 472 reviews worden weergegeven

In totaal
3.9/5
Gebruiksgemak
4/5
Klantenservice
3.7/5
Functies
3.8/5
Waar voor je geld
3.9/5

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

Beoordeeld op 24-7-2019
Susan A.
Sr. Manager-Business Operations
Informatietechnologie en -diensten, 10.001+ werknemers
Heeft de software gebruikt voor: 1+ jaar
Bron van de reviewer 
5/5
In totaal
5/5
Gebruiksgemak
5/5
Functies en functionaliteit
5/5
Klantenondersteuning
5/5
Waar voor je geld
Waarschijnlijkheid van aanbeveling:
Niet waarschijnlijk Zeer waarschijnlijk

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. :)

Brings all record-keeping together

Beoordeeld op 25-12-2019
Joshua K.
Owner
Nutsbedrijven, 2-10 werknemers
Heeft de software gebruikt voor: Gratis proef
Bron van de reviewer 
4/5
In totaal
4/5
Gebruiksgemak
4/5
Functies en functionaliteit
Klantenondersteuning
Waar voor je geld
Waarschijnlijkheid van aanbeveling:
Niet waarschijnlijk Zeer waarschijnlijk

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!

intuitive and easy to use

Beoordeeld op 29-10-2019
Carolyn S.
Manager
Fondsenwerving, 2-10 werknemers
Heeft de software gebruikt voor: 2+ jaar
Bron van de reviewer 
5/5
In totaal
5/5
Gebruiksgemak
3/5
Functies en functionaliteit
Klantenondersteuning
Waar voor je geld
Waarschijnlijkheid van aanbeveling:
Niet waarschijnlijk Zeer waarschijnlijk

Pluspunten: easy to customise pipeline, good online information support

Minpunten: unable to customise reports to the extent we need

Long time user verging toward long-suffering user

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

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.

Insightly is a great CRM and easy to use

Beoordeeld op 31-10-2019
Melinda P.
Entrepreneur
Kleding en mode, Zelfstandig ondernemer
Heeft de software gebruikt voor: 2+ jaar
Bron van de reviewer 
5/5
In totaal
5/5
Gebruiksgemak
5/5
Functies en functionaliteit
5/5
Klantenondersteuning
5/5
Waar voor je geld
Waarschijnlijkheid van aanbeveling:
Niet waarschijnlijk Zeer waarschijnlijk

Opmerkingen: My experience with Insightly has been great and has helped me to stay on top of my short and long term goals.

Pluspunten: I love the to-do list and the fact that it makes it so much easier in business to keep everyone on the same page. I also love the ease of use of this CRM. I've used others that are much more complicated and have quite the learning curve.

Minpunten: The costs of the paid verson is a little bit out of my budget and the free version doesn't offer the same perks.

Antwoord van de leverancier

van Insightly op 4-11-2019

Hi Melinda, Thank you for your feedback and enthusiasm about Insightly CRM! Your experience and satisfaction with Insightly CRM are our priority and we're excited your experience reflects that. We look forward to creating many more great Insightly CRM moments for you. Make sure to keep up with Insightly news and updates, follow us on Twitter and Facebook.