Over Insightly

Insightly is zeer populaire CRM-software voor Google- en Office 365-gebruikers die gericht is op kleine en middelgrote bedrijven. Insightly heeft wereldwijd meer dan 1,5 miljoen gebruikers en ondersteunt een reeks sectoren zoals productie, advies, media, communicatie, bouw en vele anderen.

Met Insightly is al je kritieke verkoop- en bedrijfsinformatie, zoals leads, contactpersonen, e-mails, evenementen, offertes, projecten, taken, verkoopkansen en bedrijfsrapporten, georganiseerd en beschikbaar op je apparaat. Het resultaat is dat al je teamgenoten zeer actuele klantinformatie binnen handbereik hebben, wat resulteert in betere inzichten, klantenservice en verkoop.

Insightly beseft dat elk bedrijf anders is - dus de op maat gemaakte objecten en apps stellen organisaties in staat om hun exemplaar af te stemmen op hun workflows en processen, wat zorgt voor een hoge adoptie en tevredenheid. Ook integraties zijn van cruciaal belang voor de adoptie door CRM-gebruikers, dus Insightly biedt een verscheidenheid aan aanbevolen integraties met platforms voor e-mail, documentbeheer, boekhouding en berichten.

Voor alle andere vereiste integraties biedt Insightly verschillende benaderingen, een open (en gratis) RESTful API, webhooks of Lambda om gegevenssynchronisatie mogelijk te maken.

Prijzen vanaf:

US$ 29,00/maand

  • Gratis versie
  • Gratis proef
  • Abonnement

Klanten

  • Freelancers
  • Kleine bedrijven (2-50)
  • Middelgrote bedrijven (51-500)
  • Grote ondernemingen (500 en meer)

Implementatie

  • Cloudgebaseerd
  • On-premise

Markten

Australië, Canada, China, Duitsland, Verenigd Koninkrijk , India, Japan, Nieuw-Zeeland, Verenigde Staten

Ondersteunde talen

Engels, Frans, Portugees, Spaans

Prijzen vanaf:

US$ 29,00/maand

  • Gratis versie
  • Gratis proef
  • Abonnement

Afbeeldingen

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Functies

Totaal aantal functies van Insightly: 127

  • API
  • Aanpasbare branding
  • Aanpasbare rapporten
  • Aanpasbare sjablonen
  • Aanpasbare velden
  • Activiteiten volgen
  • Activiteitendashboard
  • Afspraakplanning
  • Analyse van klantenservices
  • Analyse van verkooptrends
  • Batchverwerking
  • Beheer van externe verkoop
  • Beheer van oproepen
  • Beheer van salesactiviteit
  • Beheer van verkooppipeline
  • Bestanden delen
  • Bestandsbeheer
  • Bronnen bijhouden
  • Budgetbeheer
  • CRM
  • Campagnebeheer
  • Catalogiseren/categoriseren
  • Configureerbare workflow
  • Contactenbeheer
  • Contactendatabase
  • Contract- en licentiebeheer
  • Controle van antwoorden via e-mail
  • Dashboard
  • Dashboards maken
  • Documentbeheer
  • Documenten opslaan
  • Doelen stellen en bijhouden
  • Door gebeurtenissen geactiveerde acties
  • Dynamische modellering
  • E-mailbeheer
  • E-mailmarketing
  • E-mails bijhouden
  • E-mailsjablonen
  • Gantt-/tijdlijnweergave
  • Gedeelde contacten
  • Gegevens importeren en exporteren
  • Gegevenssynchronisatie
  • Gegevensvisualisatie
  • Herinneringen
  • Integratie van derden
  • Integratie van sociale media
  • Integraties van derden
  • Interactie bijhouden
  • Interne chatintegratie
  • Kalender-/herinneringssysteem
  • Kalenderbeheer
  • Kalendersynchronisatie
  • Kanban-bord
  • Kansenbehee
  • Klantenbinding
  • Klantendatabase
  • Klantenondersteuning
  • Klantensegmenten
  • Lead nurturing
  • Leaddistributie
  • Leadkwalificatie
  • Leads beheren
  • Leads genereren
  • Leads vastleggen
  • Leadsegmentering
  • Markeren
  • Marketingautomatisering
  • Meerdere valuta's
  • Mobiele toegang
  • Modellering en simulatie
  • Offertes
  • Online implementatie
  • Op rollen gebaseerde toestemmingen
  • Opdrachtenbeheer
  • Opmerkingen/notities
  • Percentage-voltooid bijhouden
  • Pipelinebeheer
  • Pipelinerapporten
  • Prestatiemeetwaarden
  • Priorisering
  • Prognose
  • Projecten bijhouden
  • Projectplanning
  • Projectplanning
  • Projectsjablonen
  • Projectworkflow
  • Provisiebeheer
  • Rapportage en analyse
  • Rapportage en statistieken
  • Rapportage/projecten volgen
  • Realtime analyse
  • Realtime gegevens
  • Realtime meldingen
  • Realtime rapportage
  • Realtime updates
  • Referenties bijhouden
  • Routering
  • Samenwerkingstools
  • Scannen van vistekaartjes/-badges
  • Segmentering
  • Sjabloonbeheer
  • Slepen en neerzetten
  • Statistische analyse
  • Status bijhouden
  • Taakbeheer
  • Taakplanning
  • Taakvoortgang bijhouden
  • Takenlijst
  • Territoriumbeheer
  • Terugkerende taken
  • Toegangsopties/machtigingen
  • Tools voor exploratie
  • Verkoopprognose
  • Verkooprapporten
  • Visuele analyse
  • Voor Mac-apparaten
  • Voor de verzekeringsbranche
  • Voor iPad-apparaten
  • Voor mkb-bedrijven
  • Voor start-ups
  • Voorstellen genereren
  • Waarschuwingen/Meldingen
  • Webformulieren
  • Weergave van grafische gegevens
  • Workflowbeheer
  • Zelfserviceportal
  • Zoeken/filteren

Alternatieven

Teamleader

4,4
#1 alternatief voor Insightly
Meer zaken, minder gedoe. Meer dan 60.000 mensen gebruiken de werkmanagementsoftware van Teamleader elke dag om op één...

Claritysoft CRM

4,5
#2 alternatief voor Insightly
Krachtig. Intuïtief. Aanpasbaar. Claritysoft CRM is ontworpen om eenvoudig te kunnen gebruiken zonder aan kracht en...

Salesforce Retail CRM

4,6
#3 alternatief voor Insightly
Salesforce Retail CRM is a cloud-based retail management system that helps eCommerce businesses analyze shoppers’ needs...

Salesforce Sales Cloud

4,4
#4 alternatief voor Insightly
Heb je de oplossingen voor kleine bedrijven van Salesforce al gezien? Sales Cloud is een aanpasbaar CRM-platform dat...

Reviews

Totaalscore

4,0 /5
(575)
Prijs-kwaliteitverhouding
4,0/5
Functies
3,9/5
Gebruiksgemak
4,0/5
Klantenondersteuning
3,8/5

Heb je Insightly al?

Softwarekopers hebben je hulp nodig! Productreviews helpen anderen om goede beslissingen te nemen.

5 van 575 reviews worden weergegeven
Susan
Totaalscore
  • Sector: Informatietechnologie en -diensten
  • Bedrijfsgrootte: 10.000+ werknemers
  • Dagelijks 1+ jaar lang gebruikt
  • Bron van de reviewer

Totaalscore

  • Prijs-kwaliteitverhouding
  • Gebruiksgemak
  • Klantenondersteuning
  • Waarschijnlijkheid van aanbeveling 10.0 /10

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

Beoordeeld op 24/7/2019

Insightly CRM offers a wide range of services for our business to improve our customer services and...

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.

Pluspunten

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.

Minpunten

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.

Antwoord van Insightly

Hi Susan,

Thank you for the feedback. The Chrome Extension you're talking about is actually sunset. Try the new Add-On. :)

Anne
Totaalscore
  • Sector: Professionele training en coaching
  • Bedrijfsgrootte: 2-10 werknemers
  • Dagelijks 1+ jaar lang gebruikt
  • Bron van de reviewer

Totaalscore

  • Prijs-kwaliteitverhouding
  • Gebruiksgemak
  • Klantenondersteuning
  • Waarschijnlijkheid van aanbeveling 8.0 /10

Customizing Insightly

Beoordeeld op 17/10/2022

I think it is a great, affordable product. I'm disappointed in the Customer Care response (or lack...

I think it is a great, affordable product. I'm disappointed in the Customer Care response (or lack thereof). The Customer Support team is great. They can troubleshoot and fix items. Customer Care is required if you are trying to better/best use the product. I think that group needs some work. Anyone customizing the product should be confident that Insightly knows how it will be used for user's business and that may mean more questions upfront, better understanding of a client's business.

Pluspunten

That we could customize. We were able to make this software work for our needs, which were a bit different than how the typical sales team might. We can track our orders and do great reporting.
Dashboards are very nice feature. Ability to customize pipelines very helpful and visuals are great. Customer support team is helpful and responsive.

Minpunten

Integration with our needs was a bit difficult. Our sales person seemed to understand what we needed to accomplish but I don't think the customer care person is as savvy. Customization is great, but if it impacts how you can report items or get most accurate data, user needs to understand that. We got creative in how we used items and where possible, didn't customize, just repurposed so we got the benefit of the connections Insightly makes. In our haste to be up and using, I don't think enough time was spent on that and rework was involved.

Redenen om voor Insightly te kiezen

Did not like the web version as much as the local and the local had to sync properly. It's better to be in the web and Insightly affords that ease. People were challenged by using Act in some cases and I think just soured on it so sometimes it's best to start fresh.

Overgestapt van

Act!

Redenen om over te stappen op Insightly

functionality, customization and cost
Matthew
Totaalscore
  • Sector: Managementconsulting
  • Bedrijfsgrootte: 11-50 werknemers
  • Dagelijks 2+ jaar lang gebruikt
  • Bron van de reviewer

Totaalscore

  • Gebruiksgemak
  • Waarschijnlijkheid van aanbeveling 3.0 /10

Insightly highs and lows

Beoordeeld op 12/10/2022

Pluspunten

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

Minpunten

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.

Denise
Totaalscore
  • Sector: Marketing en reclame
  • Bedrijfsgrootte: 201-500 werknemers
  • Wekelijks 2+ jaar lang gebruikt
  • Bron van de reviewer

Totaalscore

  • Prijs-kwaliteitverhouding
  • Gebruiksgemak
  • Klantenondersteuning
  • Waarschijnlijkheid van aanbeveling 9.0 /10

Insightly developed to enhance our feeds

Beoordeeld op 6/9/2022

In my experience using Insightly, I haven't run into any serious issues. We used to utilize a...

In my experience using Insightly, I haven't run into any serious issues. We used to utilize a strange CRM that was built out of sheets and required us to constantly switch between windows. Using Insightly, we can have all of our data in one place, neatly organized in custom fields. In my opinion, the project page may benefit from more fields in which to provide pertinent data.

Pluspunten

Insightly is how I keep track of all the initiatives we have in the works right now. The management of our company's 5,000+ open positions is a major challenge. Insightly makes it easy for us to keep track of all the moving parts, which would otherwise be difficult to do in a secure manner given the project's multi-stage nature.

Minpunten

In most cases, the newly opened Org or Project tab doesn't take up more than half of my screen following a search. I can't figure out how to make the page larger. For some reason, the columns on the Relate and Activity tabs don't remember my saved column width. Every time I use it, I have to resize it.

Joshua
Totaalscore
  • Sector: Nutsbedrijven
  • Bedrijfsgrootte: 2-10 werknemers
  • Dagelijks Gratis proef lang gebruikt
  • Bron van de reviewer

Totaalscore

  • Gebruiksgemak
  • Waarschijnlijkheid van aanbeveling 8.0 /10

Brings all record-keeping together

Beoordeeld op 25/12/2019

We have only been using Insightly for a couple of weeks, but overall I've liked it a lot. Prior to...

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.

Pluspunten

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.

Minpunten

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.

Overwogen alternatieven

Salesforce Sales Cloud

Redenen om over te stappen op Insightly

Salesforce was not transparent in their pricing. Also, my colleague told me that she heard Salesforce is difficult to set up.

Antwoord van Insightly

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!

5 van 575 worden weergegeven Lees alle reviews

Insightly - Veelgestelde vragen

Hieronder zie je enkele veelgestelde vragen over Insightly.

Insightly kent de volgende prijsmodellen:

  • Vanaf: US$ 29,00/maand
  • Prijsmodel: Gratis versie, Abonnement
  • Gratis proef: Beschikbaar

Insightly heeft de volgende typische klanten:

Zelfstandig ondernemer, 2-10, 11-50, 51-200, 201-500, 501-1.000, 1.001-5.000

Insightly ondersteunt de volgende talen:

Engels, Frans, Portugees, Spaans

Insightly ondersteunt de volgende apparaten:

Android (mobiel), iPhone (mobiel), iPad (mobiel)

Insightly kan worden geïntegreerd met de volgende toepassingen:

10to8, 123FormBuilder, ActiveCampaign, ActiveDEMAND, Acuity Scheduling, Aircall, AnyMeeting, Asana, Automate.io, Benchmark Email, Bidsketch, BookingSync, Box, CallRail, Campaign Monitor, Chargebee, Clio, ConnectWise PSA, Constant Contact, Contactually, Cyclr, Dasheroo, Debitoor, Delivra, Direct Mail, DirectIQ Email Marketing, Dotdigital, Drip, Dropbox Business, EZ Texting, Emma, Everhour, Evernote Teams, Formstack Forms, FreeAgent, FreshBooks, Front, FullContact, GetResponse, Gmail, Google Calendar, Google Contacts, Google Drive, Google Forms, Google Workspace, Gravity Forms, Groove, Help Scout, HubSpot CRM, Hubstaff, INinbox, Ignition, Intercom, Jotform, Kanban Tool, Kantata, Keap, Kissflow Digital Workplace, Kixie PowerCall, Kustomer, Lead Liaison, LiquidPlanner, Mad Mimi, MailUp, Mailchimp, MailerLite, Marketo Engage, Membrain, Meta for Business, Microsoft 365, Microsoft Outlook, Microsoft Power BI, Mojo Helpdesk, Myphoner, OmniFocus, OneDrive, Operations Hub, Outreach, PandaDoc, Pardot, PersistIQ, Podio, Process Street, Proposable, Proposify, Pure Chat, Quickbooks Online, Quote Roller, Quotient, Recurly, Reply, Robly, Sage Business Cloud, SalesforceIQ, ScheduleOnce, SendGrid, Sendinblue, ServiceM8, Setmore, SharpSpring from Constant Contact, Shopify, Slack, Slemma, Stripe, SugarCRM, SupportBee, Teamwork, Teamwork Desk, TimeCamp, Todoist, Toky, Toodledo, TractionNext, Trello, Typeform, Wave Accounting, WebMerge, Wishpond, Wufoo, Xero, YouCanBook.me, Zapier, Zendesk Sell, Zendesk Suite, Zoho Books, Zoho CRM, Zoho Invoice, dotloop, noCRM.io

Insightly biedt de volgende ondersteuningsopties:

E-mail/helpdesk, Veelgestelde vragen/forum, Kennisbank, Chatten

Gerelateerde categorieën

Bekijk alle softwarecategorieën die gevonden zijn voor Insightly.