Who Uses This Software?

Organizaciones en cualquier sector que buscan un CRM fácil de usar, pero potente con gestión y entrega de proyectos. Realiza un seguimiento de todo, desde prospectos de ventas hasta proyectos entregados en la misma plataforma.

Average Ratings

434 reviews
  • Overall 4 / 5
  • Ease of Use 4 / 5
  • Customer Service 4 / 5
  • Features 4 / 5
  • Value for Money 4 / 5

Product Details

  • Starting Price USD 29.00/month
    See pricing details
  • Free Version
  • Free Trial Sí, get a free trial
  • Deployment En la nube, SaaS, web
    Móvil: nativo de iOS
    Móvil: nativo de Android
  • Training En directo en línea
    Seminarios web
    Documentación
  • Support Horas laborables
    En línea

Vendor Details

  • Insightly
  • http://www.insightly.com
  • Founded 2010

About Insightly

Insightly es un software de CRM potente y fácil de usar con integraciones nativas de Gmail, Office 365, MailChimp y otras aplicaciones populares. Con más de 1.5 millones de usuarios en una variedad de sectores, Insightly es un software de CRM líder. Las empresas utilizan Insightly para administrar los contactos en cada etapa del proceso de ventas, rastrear las relaciones con los clientes, supervisar el canal de ventas, entre otros/as.

Insightly Features

  • Diagramas de Gantt
  • Gestión de modelos
  • Gestión de presupuestos
  • Gestión de recursos
  • Gestión de tareas
  • Herramientas de colaboración
  • Metodologías ágiles
  • Métodos tradicionales
  • Priorización
  • Seguimiento de fechas de vencimiento
  • Seguimiento del avance
  • Tablero kanban
  • Almacenamiento de documentos
  • Chat en vivo
  • Escaneado de tarjetas de visita y de identificación
  • Evaluación de clientes potenciales
  • Gestión de tareas
  • Gestión del territorio
  • Integración de automatización de marketing
  • Integración de redes sociales
  • Presupuestos y ofertas
  • Previsión
  • Segmentación
  • Sistema de calendarios o recordatorios
  • Colaboración
  • Gestión de campañas
  • Gestión de documentos
  • Gestión de proyectos
  • Gestión de tareas
  • Seguimiento del tiempo
  • Uso compartido de archivos
  • Base de datos de clientes
  • Generación de propuestas
  • Gestión de campañas
  • Gestión de canales
  • Gestión de clientes potenciales
  • Gestión de comisiones
  • Gestión de contactos
  • Gestión de contratos
  • Gestión de llamadas
  • Gestión de oportunidades
  • Gestión de ventas sobre el terreno
  • Gestión del territorio
  • Marketing por correo electrónico
  • Métricas de rendimiento
  • Previsión de ventas
  • Seguimiento de recomendaciones
  • CRM
  • Facturación
  • Generación de propuestas
  • Gestión de carteras
  • Gestión de documentos
  • Gestión de presupuestos
  • Gestión de proyectos
  • Gestión de recursos
  • Herramientas de colaboración
  • Portal de clientes
  • Seguimiento horas/gastos
  • Control de calidad
  • Gestión de cadena de suministro
  • Gestión de documentos
  • Gestión de presupuestos
  • Gestión de proveedores
  • Gestión de recursos
  • Previsión
  • Trazabilidad
  • Creación de informes/análisis
  • ERP (Enterprise Resource Planning)
  • Gestión de envíos
  • Gestión de la calidad
  • Gestión de la seguridad
  • Gestión de órdenes de compra
  • Gestión del mantenimiento
  • Integración contable
  • MES (Sistemas de Ejecución de Fabricación)
  • Planificación de necesidades de material (MRP)
  • Presupuestos y estimaciones
  • Gestión de contratos
  • Gestión de presupuestos
  • Gestión de proyectos
  • Gestión de ventas
  • Gestión del tiempo
  • Previsión
  • Programación
  • Seguimiento de clientes
  • Análisis de atención al cliente
  • Búsqueda
  • Catalogación y categorización
  • Chat en vivo
  • Control de respuestas por correo electrónico
  • Gestión del conocimiento
  • Métricas de rendimiento
  • Portal de autoservicio
  • Seguimiento de asistencia al cliente
  • Alertas sobre las propiedades
  • Correspondencia cliente/propiedad
  • Gestión de campañas
  • Gestión de clientes potenciales
  • Gestión de contactos
  • Marketing por correo electrónico
  • Segmentación
  • Seguimiento de interacciones
  • Seguimiento de recomendaciones
  • Diagramas de Gantt
  • Herramientas de colaboración
  • Priorización
  • Seguimiento costes hasta finalización
  • Seguimiento de estado
  • Seguimiento de hitos
  • Seguimiento de porcentaje de progresión
  • Seguimiento horas/gastos
  • Tablero kanban
  • Búsqueda de clientes potenciales
  • Captura de clientes potenciales
  • Distribución de clientes potenciales
  • Evaluación de clientes potenciales
  • Generación de clientes potenciales
  • Gestión de campañas
  • Gestión del pipeline
  • Segmentación de clientes potenciales
  • Seguimiento de actividades
  • Seguimiento de fuentes
  • Base de datos de contactos
  • Búsqueda de clientes potenciales
  • Búsqueda/filtro
  • Contactos compartidos
  • Gestión de clientes potenciales
  • Gestión del pipeline de ventas
  • Importar/exportar contactos
  • Segmentación
  • Seguimiento de interacciones
  • Diagramas de Gantt
  • Gestión de carteras
  • Gestión de ideas
  • Gestión de presupuestos
  • Gestión de recursos
  • Herramientas de colaboración
  • Metodologías ágiles
  • Modelos personalizables
  • Métodos tradicionales
  • Portal de clientes
  • Seguimiento costes hasta finalización
  • Seguimiento de hitos
  • Seguimiento horas/gastos
  • Tablero kanban
  • Acceso móvil
  • Almacenamiento de documentos
  • Evaluación de clientes potenciales
  • Gestión de tareas
  • Gestión del territorio
  • Integración de automatización de marketing
  • Integración de chat interno
  • Integración de redes sociales
  • Marketing por correo electrónico
  • Presupuestos y ofertas
  • Segmentación
  • Sistema de calendarios o recordatorios

Suggested Products

Insightly Most Helpful Reviews

Very easy to use and love the to-do list!

Translate with Google Reviewed on 29/7/2018
James D.
Director
Computer Software, 2-10 Employees
Used the Software for: 1+ year
Reviewer Source 
Source: SoftwareAdvice
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend:
Not Likely Extremely Likely

Comments: I like this program. I really do. I mean, that to-do list is so handy not only in theory but also in practice. The features make the program so easy to use and the fact that there is support on hand to explain any issues that the training videos did not cover is such a big bonus. We’ve had times during training where we were unsure of the functions, but one quick call to support cleared everything up. We feel like pros! However, the cost almost negates the good features. We are a small business and it’s difficult to justify the cost when there are so many cheaper or free CRMs available. Maybe they’ll come out with a small business version that isn’t quite as expensive but has the features you need to run your day-to-day tasks.

Pros: I absolutely love the to-do list. It makes it so much easier to assign tasks to my employees. I always prefer to have tasks written down to verbal tasks, so this program helps so much in that aspect. I also really like the clean, efficient look to this program. It makes it very easy to use and is not as cluttered as other similar programs. I loved the training videos that helped my employees learn the ins and outs of the program. The fact that there is tech support readily available is also a plus. I hate having only email or only phone support available, but Insightly has both!

Cons: It’s rather pricey. The free version does not provide all of the features that make this product worthwhile over the competitors’. To get all of the features, you have to pay more, which makes sense, just not for small business owners. The fact that a higher plan is required to forward emails is a big minus. It’s something that almost all businesses need but paying the amount for the professional version is not necessarily a cost that can be justified. I believe that if this program were a little bit less expensive it would be more useful for small and new businesses.

A necessary tool to run my business. No more searching for client information.

Translate with Google Reviewed on 11/5/2018
Enrolled Agent - Certified Tax Resolution Specialist
Financial Services
Used the Software for: 1+ year
Reviewer Source 
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend:
Not Likely Extremely Likely

Comments: Ease of Marketing and Sales process. Total contact management software that include picture of person. What a plus. Great training videos to guide all level of users. Wonderful opportunity to scale the software as the company grows from startup to height unknown. Pricing is fair and Insightly is not living on past accomplishments it is improving product continuously.

Pros: They offer a free version to evaluate. Since it is without a time limit I used it and gradually became totally dependent on it. During a planning meeting with staff it was determined we could increase our efficiency by adding the professional version that includes email marketing tools and an easy interface with MailChimp. Now they have my paid business. It is with confidence that I agree to pay them for a monthly service that will be used by all members of my company. The program can accommodate the growth curve in a company such as mine. We started out simply needing contact management software. Later as our sales and marketing needs became more our focus adding these features was an easy decision. There are many videos to quickly bring a new user up to speed. The experienced user can use the videos to explore the many functions that may yet be used by a company as needs and goals change. The reporting function has recently become important as we need to know the results of our marketing and sales efforts. The tool is there and ready for us to implement. I think the more our company commits to using Insightly the more our communication between owners and employees improves. We openly share information on Insightly and our feedback has been positive. In the past before Insightly, communication was dispersed informally and sometimes led to bad feelings due to the inefficiency of word of mouth. Insightly is constantly making changes and updates to its software.

Cons: Its not visually pretty. I know that is silly but staff has to look at it all day and they like pretty.
When a new user/employee first looks at program they make the mistake of thinking it is an old program. While I am able to bring them along and show them it isn't true, their first impression is a temporary detriment to their learning curve and acceptance of the program. In order for Insightly to be the awesome tool it is, requires employee and leader acceptance. Everyone on the team has input and others depend on that input to do their job. Sloppy work seems to come from lack of acceptance. Part of this is my responsibility as a leader to insist everyone use the tools as intended but again, if the program had a new interface and pretty colors it might make a difference. Personally I always choose function first and then presentation but input from staff is a factor I have to consider. One other area I would mention is the difference between leads and contacts. They are not intuitive to some people and I think a better explanation and reinforcement in training videos would make it easier for the new user. This confusion has lead to some mistakes by my users that require a bit of corrective action by more experienced users. There is very little for me to find wrong with Insightly that isn't based on personal style and preferences.

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