--- description: Detaillierte Informationen über Insightly zu Benutzerfreundlichkeit, Funktionen, Kosten, Vor- und Nachteilen aus verifizierten Nutzer-Erfahrungen. Lies Ratings & Bewertungen und entdecke ähnliche Tools. image: https://gdm-localsites-assets-gfprod.imgix.net/images/capterra/og_logo-e5a8c001ed0bd1bb922639230fcea71a.png?auto=format%2Cenhance%2Ccompress title: Insightly Erfahrungen, Vor- und Nachteile – Capterra Deutschland 2026 --- Breadcrumb: [Startseite](/) > [CRM-Systeme](/directory/2/customer-relationship-management/software) > [Insightly](/software/130671/insightly) # Insightly Canonical: https://www.capterra.com.de/software/130671/insightly Seite: 1 / 28\ Weiter: [Nächste Seite](https://www.capterra.com.de/software/130671/insightly?page=2) > CRM-Lösung für wachsende Unternehmen, um neue Geschäfte zu gewinnen, Kundeninteraktionen nach dem Verkauf zu verfolgen und Projektlieferungen durchzuführen. > > Bewertung: **4.0/5** von 656 Nutzern. Top bewertet für **Weiterempfehlungsquote**. ----- ## Übersicht ### 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. ## Kurzstatistiken und Ratings | Metrik | Bewertung | Detail | | **Gesamt** | **4.0/5** | 656 Nutzerbewertungen | | Bedienkomfort | 4.0/5 | Auf Basis der Gesamtbewertungen | | Kundenbetreuung | 3.8/5 | Auf Basis der Gesamtbewertungen | | Preis-Leistungs-Verhältnis | 4.0/5 | Auf Basis der Gesamtbewertungen | | Funktionen | 3.9/5 | Auf Basis der Gesamtbewertungen | | Empfehlungsprozentsatz | 70% | (7/10 Weiterempfehlungsquote) | ## Über den Anbieter - **Unternehmen**: Insightly - **Region**: San Francisco, USA - **Gegründet**: 2010 ## Gewerblicher Kontext - **Startpreis**: 29,00 $ - **Preismodell**: (Kostenlose Testversion) - **Zielgruppe**: Selbstständig, 2–10, 11–50, 51–200, 201–500, 501–1.000, 1.001–5.000, 5.001–10.000, 10.000+ - **Bereitstellungen und Plattformen**: Cloud, SaaS, webbasiert, Mac (Desktop), Windows (Desktop), Android (mobil), iPhone (mobil), iPad (mobil) - **Unterstützte Sprachen**: Englisch, Französisch, Portugiesisch, Spanisch - **Verfügbare Länder**: Australien, China, Deutschland, Indien, Japan, Kanada, Neuseeland, Vereinigte Staaten, Vereinigtes Königreich ## Funktionen - Aktivitäts-Dashboard - Alarmfunktion / Benachrichtigungen - Angebote / Schätzungen - Anpassbare Berichte - Anpassbare Felder - Anpassbare Vorlagen - Aufgabenmanagement - Aufgabenmanagement - Berichterstattung / Analyse - Chancenmanagement - Daten-Import / -Export - Dokumentenspeicher - Drittanbieter-Integration - E-Mail Marketing - E-Mail-Management - Für Versicherungsbranche - Gemeinsame Kontakte - Kalender-/Erinnerungssystem - Kampagnenmanagement - Kommentare / Notizen - Kontakt-Datenbank - Kontaktmanagement - Kundendatenbank - Lead Segmentierung - Lead-Distribution - Lead-Erfassung - Lead-Generierung - Lead-Pflege - Lead-Qualifizierung - Leadmanagement - Leistungskennzahlen - Marketing-Automatisierung - Mobiler Zugriff - Pipeline-Management - Priorisierung - Prognose - Projekt-Nachverfolgung - Sales-Pipeline-Management - Segmentierung - Stapelverarbeitung - Suchen / filtern - Task Editing - Terminplanung - Third-Party Integrations - Verfolgung von Interaktionen - Verkaufsberichte - Verkaufsprognose - Vertriebsaktivitätsmanagement - Werkzeuge zur Zusammenarbeit - Workflow-Management ## Integrationen (118 insgesamt) - 123FormBuilder - ActiveCampaign - ActiveDEMAND - Acuity Scheduling - Aircall - AnyMeeting - Asana - Benchmark Email - Bidsketch - BookingSync - Box - Brevo - CallRail - Campaign Monitor by Marigold - Chargebee ... und 103 weitere Integrationen ## Optionen für Kundensupport - E-Mail/Helpdesk - FAQ/Forum - Wissensdatenbank - Telefon-Support - Chat ## Category - [CRM-Systeme](https://www.capterra.com.de/directory/2/customer-relationship-management/software) ## Ähnliche Kategorien - [CRM-Systeme](https://www.capterra.com.de/directory/2/customer-relationship-management/software) - [Projektmanagement Tools für gemeinnützige Organisationen](https://www.capterra.com.de/directory/32439/project-management-software-for-nonprofits/software) - [Absatzplanung Software](https://www.capterra.com.de/directory/30930/sales-forecasting/software) - [Kontaktmanagement Software](https://www.capterra.com.de/directory/30016/contact-management/software) - [Lead-Management-Software](https://www.capterra.com.de/directory/30017/lead-management/software) ## Alternativen 1. [HubSpot CRM](https://www.capterra.com.de/software/152373/hubspot-crm) — 4.5/5 (4481 reviews) 2. [Zoho CRM](https://www.capterra.com.de/software/155928/zoho-crm) — 4.3/5 (6993 reviews) 3. [Bigin by Zoho CRM](https://www.capterra.com.de/software/204998/bigin-by-zoho-crm) — 4.7/5 (742 reviews) 4. [Salesforce Sales Cloud](https://www.capterra.com.de/software/61368/salesforce) — 4.4/5 (18803 reviews) 5. [Dynamics 365](https://www.capterra.com.de/software/157279/dynamics-365) — 4.4/5 (5846 reviews) ## Nutzerbewertungen ### "Excellent CRM" — 5.0/5 > **Sai** | *19. Juli 2023* | Internet | Empfehlungsbewertung: 9.0/10 > > **Vorteile**: Insightly is an exceptional CRM platform that allows sales, customer success teams to be efficient and collaborative. Reports and insights are easy to generate. It is perfect for small businesses > > **Nachteile**: Some features and functionalities with customizable fields are limited when compared to other CRMs > > Our team’s experience with Insightly has been stellar ----- ### "Insightly is a great CRM Tool" — 4.0/5 > **Christina** | *31. Juli 2023* | Marketing & Werbung | Empfehlungsbewertung: 8.0/10 > > **Vorteile**: Insightly offers many products and features to be a one-stop-shop in the administrative world. It allows a company to keep all of their client information in one location and access quickly and easily. It allows emailing clients directly in the software as well as filing previously sent emails to a client. > > **Nachteile**: The way that some of the fields are set up, they are not made for quick editing, copying, etc. The phone number fields do not have an automated template, the number can be input anyway. The address fields, specifically state, do not have preset options and either can be an abbreviation or spelled out. It would be nice if these were preset so that it is uniform when printing reports, etc. Lastly, once you create a lead, even after converting to a contact, the lead still shows up when that specific client is searched for. It can be confusing when you need to click quickly. > > Overall, the CRM product has been a great business tool for everyday use. I would certainly recommend it to a business if they can afford the price point. ----- ### "Good for small company but not scaling tech companies\!" — 3.0/5 > **Peter** | *12. Januar 2025* | Finanzdienstleistungen | Empfehlungsbewertung: 4.0/10 > > **Vorteile**: Highly customisable and cheap CRM to set up. > > **Nachteile**: Problematic to use and lacks of automation and integrations > > It worked when we were a small company, but as we scaled it became worse. ----- ### "Insightly - We're Back Again" — 5.0/5 > **Natalie** | *8. März 2023* | Bau | Empfehlungsbewertung: 10.0/10 > > **Vorteile**: The ease of tracking multiple types of projects and stages of the project and the visibility of each project's status. We tried Hubspot for two years and came back with Insightly as it was so much better to use. > > **Nachteile**: The marketing function, and the products, pricebooks, and quotes could use some additional features compared to their competition. They aren't as easy to use and can be clunky at times. > > We love Insightly and have solved the major issue of project management as well as integration with Quickbooks so we can have a high level overview of each project, opportunity, and where we are with the quickbooks billing. It saves us a lot of time and removes a lot of human error in our processes as well. ----- ### "8- year customer still finding ways insightly can improve our efficencies" — 5.0/5 > **Jonathan** | *20. Oktober 2022* | Non-Profit-Organisation Management | Empfehlungsbewertung: 10.0/10 > > **Vorteile**: CRM and contact management is fantastic. Our entire team has the mobile app and we can update info on the fly and everyone gets it at the same time. We use the Project Management tool daily to track and organize our work in a variety of areas. Pipelines ensure we don't miss any steps in our standardized processes. > > **Nachteile**: The learning curve was steeper than we expected. With customer support's help (which has been very good) we are now in a place where the software is saving us time and continually making our work more efficient. > > Insightly has replaced our Outlook contact lists entirely. It also manages and tracks our teams progress on projects, events, and programs much better than using spreadsheets or other options we looked at. ----- Seite: 1 / 28\ Weiter: [Nächste Seite](https://www.capterra.com.de/software/130671/insightly?page=2) ## Links - [Auf Capterra anzeigen](https://www.capterra.com.de/software/130671/insightly) ## Diese Seite ist in den folgenden Sprachen verfügbar | Sprache | URL | | de | | | de-AT | | | de-CH | | | en | | | en-AE | | | en-AU | | | en-CA | | | en-GB | | | en-IE | | | en-IL | | | en-IN | | | en-NZ | | | en-SG | | | en-ZA | | | es | | | es-AR | | | es-CL | | | es-CO | | | es-CR | | | es-DO | | | es-EC | | | es-MX | | | es-PA | | | es-PE | | | fr | | | fr-BE | | | fr-CA | | | fr-LU | | | it | | | ja | | | nb | | | nl | | | nl-BE | | | pt | | | pt-PT | | ----- ## Strukturierte Daten