Insightly

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.

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.

Insightly – Details

Insightly

http://www.insightly.com

Gegründet 2010

Insightly – Kostenübersicht

Insightly bietet eine Gratisversion und eine kostenlose Testversion. Die kostenpflichtige Version von Insightly ist ab 29,00 $/Monat verfügbar.

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Startpreis

29,00 $/Monat

Kostenlose Version

Ja

Gratis Testen

Ja

Einsatz

Cloud, SaaS, Web

Mobile - iOS Native

Mobile - Android Native

Training

Live Online

Webinare

Dokumentation

Kundenbetreuung

Support während der Geschäftszeiten

Online

Insightly Funktionen

CRM-Systeme
Angebote / Vorschläge
Aufgabenmanagement
Dokumentenspeicher
E-Mail Marketing
Gebietsmanagement
Interne Chat-Integration
Kalender-/Erinnerungssystem
Lead Scoring
Lead-Generierung
Marketing-Automatisierung-Integration
Mobiler Zugriff
Segmentierung
Social-Media-Integration

Insightly – Nutzerbewertungen

Zeigt 5 von 482 Nutzerbewertungen

Gesamt
3,9/5
Benutzerfreundlichkeit
4/5
Kundenservice
3,7/5
Funktionen
3,8/5
Preis-Leistungs-Verhältnis
3,9/5
Elizabeth P.
Director, HR
Marketing & Werbung, 5.001-10.000 Mitarbeiter
Verwendete die Software für: Mehr als 1 Jahr
  • Gesamtbewertung
    5/5
  • Benutzerfreundlichkeit
    4/5
  • Eigenschaften & Funktionalitäten
    3/5
  • Kundenbetreuung
    4/5
  • Preis-Leistungs-Verhältnis
    4/5
  • Wahrscheinlichkeit der Weiterempfehlung
    9/10
  • Quelle des Nutzers 
  • Bewertet am 26.2.2020

"Manage your business relationships with Insightly"

Kommentare: 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.

Vorteile: 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.

Nachteile: 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.

  • Quelle des Nutzers 
  • Bewertet am 26.2.2020
Joshua K.
Owner
Versorgungsunternehmen, 2-10 Mitarbeiter
Verwendete die Software für: Kostenlose Testversion
  • Gesamtbewertung
    4/5
  • Benutzerfreundlichkeit
    4/5
  • Eigenschaften & Funktionalitäten
    4/5
  • Kundenbetreuung
    Nicht bewertet
  • Preis-Leistungs-Verhältnis
    Nicht bewertet
  • Wahrscheinlichkeit der Weiterempfehlung
    8/10
  • Quelle des Nutzers 
  • Bewertet am 25.12.2019

"Brings all record-keeping together"

Kommentare: 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.

Vorteile: 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.

Nachteile: 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.

Antwort des Softwareanbieters

von Insightly an 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!

  • Quelle des Nutzers 
  • Bewertet am 25.12.2019
José luis O.
Manager
Personalwesen, 13-50 Mitarbeiter
Verwendete die Software für: Mehr als 1 Jahr
  • Gesamtbewertung
    4/5
  • Benutzerfreundlichkeit
    3/5
  • Eigenschaften & Funktionalitäten
    4/5
  • Kundenbetreuung
    3/5
  • Preis-Leistungs-Verhältnis
    Nicht bewertet
  • Wahrscheinlichkeit der Weiterempfehlung
    9/10
  • Quelle des Nutzers 
  • Quelle: SoftwareAdvice
  • Bewertet am 31.7.2020

"A complete CRM for mid business"

Kommentare: A good option if you are new in CRM since is a fair cost and price valued software. Easy to integrate to Google and G suites as well as to export all the contacts and information needed.

Vorteile: Interface helps you to get familiar with a CRM when you are recently introduce to customer administration matters. Since leads, to contacts, to opportunities, this CRM lets you to keep track ps every person that gets in touch with your business, even when is not your customer yet. Easy to configure, get relationships of common organization, connects one client with other when they are referrals. Let you administrate since your sales funnel to your current customer relationship.

Nachteile: You definitively need to spend good time in the initial configuration; trying to modify on the road can really get you in trouble and have no real numbers.
In order to have the best experience, basic plans might let you off to enjoy all the functionalities as dashboard design.

  • Quelle des Nutzers 
  • Quelle: SoftwareAdvice
  • Bewertet am 31.7.2020
Iain M.
COO and Technical Director
Unternehmensberatung, 51-200 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
  • Gesamtbewertung
    3/5
  • Benutzerfreundlichkeit
    4/5
  • Eigenschaften & Funktionalitäten
    2/5
  • Kundenbetreuung
    2/5
  • Preis-Leistungs-Verhältnis
    5/5
  • Wahrscheinlichkeit der Weiterempfehlung
    5/10
  • Quelle des Nutzers 
  • Quelle: GetApp
  • Bewertet am 5.10.2016

"Long time user verging toward long-suffering user"

Kommentare: 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.

Vorteile: 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.

Nachteile: 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.

Antwort des Softwareanbieters

von Insightly an 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 laura@insightly.com and we can let you know if they are on the roadmap. Thanks.

  • Quelle des Nutzers 
  • Quelle: GetApp
  • Bewertet am 5.10.2016
Harley D.
Owner
Bau, 2-10 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
  • Gesamtbewertung
    4/5
  • Benutzerfreundlichkeit
    4/5
  • Eigenschaften & Funktionalitäten
    4/5
  • Kundenbetreuung
    2/5
  • Preis-Leistungs-Verhältnis
    5/5
  • Wahrscheinlichkeit der Weiterempfehlung
    8/10
  • Quelle des Nutzers 
  • Quelle: SoftwareAdvice
  • Bewertet am 12.5.2020

"Excellent CRM for small Business"

Kommentare: I use this as my personal CRM, so if a customizeable CRM is not required this is certainly an option

Vorteile: Extremely inexpensive software for small business with good bulk mailing features and document storage.

Nachteile: Customizing is limited and navigation sometimes a little clumsy and non intuitive, I wish it contained a split screen for some of the functions.

  • Quelle des Nutzers 
  • Quelle: SoftwareAdvice
  • Bewertet am 12.5.2020