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Was ist Insightly?

Insightly ist eine leistungsstarke, nutzerfreundliche CRM-Software mit systemeigenen Integrationen für Google Mail, Office 365, MailChimp und andere beliebte Anwendungen. Mit mehr als 1,5 Millionen Nutzern in einer Vielzahl von Branchen ist Insightly eine führende CRM-Software. Unternehmen nutzen Insightly, um Kontakte in jeder Phase des Verkaufsprozesses zu verwalten, Kundenbeziehungen zu verfolgen, ihre Vertriebspipeline zu überwachen und vieles mehr.

Wer verwendet Insightly?

Organisationen in jeder Branche, die ein einfach zu bedienendes, aber leistungsstarkes CRM mit Projektmanagement und Bereitstellung suchen. Verfolge alles von Verkaufschancen bis zu gelieferten Projekten auf derselben Plattform.

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Du bist nicht sicher, ob Insightly das Richtige ist? Mit einer beliebten Alternative vergleichen

Insightly

Insightly

4,0 (650)
29,00 $
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Kostenlose Version
Kostenlose Testversion
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VS.
Startpreis
Preisoptionen
Funktionen
Integrationen
Benutzerfreundlichkeit
Preis-Leistungs-Verhältnis
Kundenservice
25,00 €
Monat
Kostenlose Version
Kostenlose Testversion
194
26
4,0 (18.349)
4,0 (18.349)
4,1 (18.349)
Die grünen Bewertungsbalken geben an, welches Produkt gemessen an der Durchschnittsbewertung und der Zahl der Bewertungen am besten abschneidet.

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Bewertungen über Insightly

Durchschnittliche Bewertung

Gesamt
4,0
Benutzerfreundlichkeit
4,0
Kundenservice
3,8
Funktionen
3,9
Preis-Leistungs-Verhältnis
4,0

Nutzerbewertungen nach Unternehmensgröße (Angestellte)

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

Bewertungen nach Punktzahl finden

5
36%
4
42%
3
13%
2
3%
1
4%
Jennifer
Jennifer
Vice President business development in USA
Verifizierter Nutzer auf LinkedIn
Versicherung, 51–200 Mitarbeiter
Verwendete die Software für: Mehr als 1 Jahr
Herkunft der Bewertung

In Betracht gezogene Alternativen:

Affordable CRM with the features you need

5,0 vor 9 Monaten

Kommentare: Has all the features a business needs like ease of use, robust reporting & customizations without the high cost that comes other well known CRMs

Vorteile:

The ease of onboarding & use. Ability to customize without having to use a developer

Nachteile:

Nothing. All the features we needed, Insightly has.

Jamie
Head of Growth in UK
Computer-Software, 11–50 Mitarbeiter
Verwendete die Software für: 6-12 Monate
Herkunft der Bewertung

Decent CRM but requires discipline

4,0 vor 3 Wochen Neu

Kommentare: Insightly was being used for various marketing and sales data processing and activation tasks when I joined, and the account was a real mess because there was little control over who could edit which fields. As a result, no-one was following a consistent lead and opportunity management process, things like date fields became a nightmare because when exporting leads, some appeared to be using US date format and some using UK format, so identifying recent leads & opps was tricky.

Vorteile:

The sales pipeline views were good because you could have lots of different pipeline views with filters and segmentation options applied without having to add them every time. It was easy to see pipeline value, create new fields and to move opps from one stage to another. Equally it was great for setting up automated email follow ups from demos and integrate with lots of other tools.

Nachteile:

The lack of user management and access customisation means it is too easy to let poor spiral out of control and ruin your data. Equally the dashboards/Reports section really needs work as it’s unnecessarily difficult to create reports and dashboards for very simple metrics.

Antwort von Insightly

vor 2 Wochen

Hey Jamie! Thanks for your review. Glad to know you see the significant power of Insightly, when configured correctly, to support your team. We would love to learn more about your concerns regarding user management and customization as several options are available based on your plan level. Please reach out to me or Growth@insight.ly with discuss.

Matthew
Head of Client Engagement & Services in UK
Unternehmensberatung, 11–50 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

Insightly highs and lows

3,0 vor 2 Jahren

Vorteile:

It is relatively intuitive easy to customise, easy to align to specific business needs.

Nachteile:

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.

Ethan
VP in USA
Bau, 11–50 Mitarbeiter
Verwendete die Software für: Mehr als 1 Jahr
Herkunft der Bewertung

In Betracht gezogene Alternativen:

Good Competitor Product

4,0 vor 3 Monaten

Vorteile:

Fairly easy to setup. The adoption rate is slow because a lot of apps are not available for it especially in an industry that is newer.

Nachteile:

Objects do not talk to eachother making reporting extremely difficult

Nancy
Program Specialist in USA
Non-Profit-Organisation Management, 2–10 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

Insightly Works GREAT for our Org

5,0 letzten Monat Neu

Kommentare: We have evolved from the early days of our organization and Insightly has evolved with us. As we learn its capabilities, we continue to find functions and create objects that increase our efficiency every day.

Vorteile:

We have used Insightly for 8 years now and it has been so user-friendly to build our Program database. From the customizable fields to the reporting features, it does everything we need for it to do. Insightly has helped us to streamline our processes, making our mission easier to manage every day. And the reporting features have allowed us to provide every kind of data to generous supporters who in turn donate to our mission.

Nachteile:

To get some of the features we are using today, the cost has increased significantly.

Antwort von Insightly

letzten Monat

Hey, Nancy! It's awesome to hear how Insightly has been rocking it for your organization for 8 years! Sounds like we've managed to truly partner with your team in building and managing your business. Streamlining processes and making your mission more manageable every day? That's what I call a win! Thanks for sharing your experience—it's super helpful for folks looking for a CRM that can keep up with their growth.