Insightly

¿Quién usa Insightly?

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.

¿Qué es 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.

Información sobre Insightly

Insightly

http://www.insightly.com

Fundada en 2010

Vídeo de Insightly
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Resumen de precios de Insightly

Insightly dispone de una versión gratuita y ofrece una prueba gratis. La versión de pago de Insightly está disponible a partir de USD 29.00/mes.


Precio inicial

USD 29.00/mes

Versión gratuita

Prueba gratis

Insightly: implementación y asistencia

Asistencia

  • Horas laborables
  • En línea

Implementación

  • En la nube, SaaS, web
  • Móvil: nativo de iOS
  • Móvil: nativo de Android

Formación

  • En vivo en línea
  • Seminarios web
  • Documentación

Funciones de Insightly

  • Acceso móvil
  • Almacenamiento de documentos
  • Evaluación de clientes potenciales
  • Generación 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

Lista completa de Software CRM

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Opiniones de Insightly

Todas las opiniones

Calificación general

3.9/5

Evaluación media

Facilidad de uso 3.9
Atención al cliente 3.7
Funcionalidades 3.8
Relación calidad-precio 3.9

Evaluar software

Comparte tus experiencias con otros compradores de software.

¡Escribe una reseña!
Susan A.
Sr. Manager-Business Operations
Tecnología y servicios de la información, 10,000+ empleados
Ha utilizado el software durante: Más de un año
  • Calificación global
    5 /5
  • Facilidad de uso
    5 /5
  • Características y funcionalidades
    5 /5
  • Asistencia técnica
    5 /5
  • Relación calidad-precio
    5 /5
  • Probabilidad de recomendación
    10/10
  • Fuente de la reseña 
  • Publicado el 24/7/2019

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

Comentarios: 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.

Puntos a favor: 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.

Contras: 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.

Respuesta de proveedores

por Insightly el 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. :)

  • Fuente de la reseña 
  • Publicado el 24/7/2019
Joshua K.
Owner
Servicios, 2-10 empleados
Ha utilizado el software durante: Prueba gratis
  • Calificación global
    4 /5
  • Facilidad de uso
    4 /5
  • Características y funcionalidades
    4 /5
  • Asistencia técnica
    Sin valoración
  • Relación calidad-precio
    Sin valoración
  • Probabilidad de recomendación
    8/10
  • Fuente de la reseña 
  • Publicado el 25/12/2019

"Brings all record-keeping together"

Comentarios: 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.

Puntos a favor: 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.

Contras: 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.

Respuesta de proveedores

por Insightly el 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!

  • Fuente de la reseña 
  • Publicado el 25/12/2019
Zheng S.
Senior Software Specialist
Software informático, 1001-5000 empleados
Ha utilizado el software durante: Más de dos años
  • Calificación global
    4 /5
  • Facilidad de uso
    4 /5
  • Características y funcionalidades
    3 /5
  • Asistencia técnica
    3 /5
  • Relación calidad-precio
    3 /5
  • Probabilidad de recomendación
    8/10
  • Fuente de la reseña 
  • Publicado el 31/12/2020

"A versatile customer relationship management platform"

Comentarios: You can optimize your sales processes as you can track and control the performance of your sales teams and the status of sale deals. It allows you an easy task repetition by building sets of automated activity. You can create leads where all the information regarding your customers can be stored, and you can easily send automated emails to such leads. Its dashboard feature gives you easy reporting on the overall performance of your business and is customizable.

Puntos a favor: You can keep track of your sales, deal pipelines, along with other marketing and project management activities, all from this single platform. It also allows you to manage your contacts. If you are about to start a small business or project, this software is good for you as it offers its free version where two users are allowed for management. It helps you remove ambiguity from the sales pipeline while it enjoins project management and customer relations management.

Contras: Its user interface can be overwhelming for beginners. It is expensive software because its paid plans also lack a lot of basic features for which users have to purchase extra plans. If it could use integration with other social media platforms and channels, it would have been easier for users to run their marketing campaigns through this software on social platforms as well, but this platform lacks such features.

  • Fuente de la reseña 
  • Publicado el 31/12/2020
Iain M.
COO and Technical Director
Consultoría de gestión, 51-200 empleados
Ha utilizado el software durante: Más de dos años
  • Calificación global
    3 /5
  • Facilidad de uso
    4 /5
  • Características y funcionalidades
    2 /5
  • Asistencia técnica
    2 /5
  • Relación calidad-precio
    5 /5
  • Probabilidad de recomendación
    5/10
  • Fuente de la reseña 
  • Fuente: GetApp
  • Publicado el 5/10/2016

"Long time user verging toward long-suffering user"

Comentarios: 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.

Puntos a favor: 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.

Contras: 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.

Respuesta de proveedores

por Insightly el 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.

  • Fuente de la reseña 
  • Fuente: GetApp
  • Publicado el 5/10/2016
Usuario verificado
Marketing Assistant
Software informático, 51-200 empleados
Ha utilizado el software durante: 1-5 meses
  • Calificación global
    4 /5
  • Facilidad de uso
    5 /5
  • Características y funcionalidades
    5 /5
  • Asistencia técnica
    4 /5
  • Relación calidad-precio
    5 /5
  • Probabilidad de recomendación
    8/10
  • Fuente de la reseña 
  • Publicado el 19/11/2020

"Great for contact management from the perspective of customer support"

Comentarios: I use this daily to not lose my mind while trying to figure out information on a customer. More often than not I have to refer to our Insightly contact database to get all the information I need without having to wait on a customer to get back to me saving me on average maybe a full hour of productivity each day. Couldn't recommend it more for maintaining contacts between teams.

Puntos a favor: Great for contact management
Great for holding customer information
Huge time saver for our support team

Contras: The UI could use a touch up especially with everything that is on the market now. It feels a bit dated in presentation.

  • Fuente de la reseña 
  • Publicado el 19/11/2020