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.
Afbeeldingen
Twijfels over Insightly?
Vergelijk met een populair alternatief
Beginprijs
Prijsopties
Functies
Integraties
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Prijs-kwaliteitverhouding
Klantenservice
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Reviews
Heb je Insightly al?
Softwarekopers hebben je hulp nodig! Productreviews helpen anderen om goede beslissingen te nemen.
- Dagelijks 2+ jaar lang gebruikt
-
Bron van de reviewer
Totaalscore
- Prijs-kwaliteitverhouding
- Gebruiksgemak
- Klantenondersteuning
- Waarschijnlijkheid van aanbeveling 10.0 /10
Insightly has awesome customer support and works well for a with 3 remote locations
Beoordeeld op 9/3/2018
Overall a good product. I would recommend starting with a list of what you need from software, then...
Overall a good product. I would recommend starting with a list of what you need from software, then what you would like then a nice to have list. See how many ticks this software gets. Compare it to at least two pieces of other software of the same nature before making your final decision. This is what I recommend for any piece of software. Also, check out their own forums of customer support, and social media sites to see what other customers have had to say about the software.
Pluspunten
It is easy to have three branches of a business integrated into insightly in a relatively seamless way. It takes the CRM and the Project management aspects of running a business into the cloud along with scheduling and solves a lot of problems for the business I set up who are still using it today. They have used customer support extensively and appreciate their dedication to the product.
Minpunten
Looking forward to better social media integration - this is currently not a real feature and something that our heavily social dependent business would really benefit from
- Sector: Computersoftware
- Bedrijfsgrootte: 51-200 werknemers
- Dagelijks 1+ jaar lang gebruikt
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Bron van de reviewer
Totaalscore
- Prijs-kwaliteitverhouding
- Gebruiksgemak
- Klantenondersteuning
- Waarschijnlijkheid van aanbeveling 10.0 /10
Insightly is Great
Beoordeeld op 17/3/2023
I have enjoyed working with Insightly
I have enjoyed working with Insightly
Pluspunten
The amount of information you are able to store
Minpunten
You don't have the option at the top of the screen to move pages. This needs to be at the top and bottom. When you go in and make a change and save it will take you to the beginning of the list and not keep you where you were on the list.
- Sector: Entertainment
- Dagelijks 1+ jaar lang gebruikt
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Bron van de reviewer
Totaalscore
- Prijs-kwaliteitverhouding
- Gebruiksgemak
- Klantenondersteuning
- Waarschijnlijkheid van aanbeveling 0.0 /10
HORRIBLE experience with Insightly.
Beoordeeld op 14/4/2017
We've been looking around for a new system for the past few months. Insighly has a lot of great...
We've been looking around for a new system for the past few months. Insighly has a lot of great features but we've run into way too many problems using it.
Pluspunten
* CRM and project management together in the same application
* Easy navigation between clients, leads, tasks, etc
* User-friendly interface
Minpunten
Far too many features are missing and it seems like Insightly just isn't in a hurry to make the necessary features available such as:
* Can't send HTML emails from within Insightly. It's 2016 -- HTML email has been around for a long time. It's so hard to believe that this isn't a priority for them.
* Can't PRINT any of the data from within Insightly. This is a necessary feature for our company (and I'd think for ANY company). What good can our data do for our company if it can't be printed out?
* There always seems to be some kind of bug with the Google calendar integration. Items appear as one date inside of Insightly and another date inside Google Calendar.
* Cost of service is ridiculously overpriced when compared to the basic functionality that is missing. Cost of $35/month per user means that it could cost us $350/month to migrate our team to Insightly -- we simply CAN NOT JUSTIFY SPENDING $4200 per year on a system that isn't fully functional.
* SLOW, SLOW, SLOW customer service / tech support. I reported an issue last September and I received a notification 7 months later that it has been resolved. Why do simple fixes take so long?
* They do NOT listen to what their customers want and instead choose to roll out new "features" that no one was asking for in the first place. We want HTML email and we want to be able to PRINT. Why is that so hard to do?
- Sector: Nutsbedrijven
- Bedrijfsgrootte: 51-200 werknemers
- Dagelijks 2+ jaar lang gebruikt
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Bron van de reviewer
Totaalscore
- Prijs-kwaliteitverhouding
- Gebruiksgemak
- Klantenondersteuning
- Waarschijnlijkheid van aanbeveling 10.0 /10
Insightly>Not just a CRM Tool but a Partnership
Beoordeeld op 3/3/2023
The Insightly team are some of my favorite people. They are always willing to help and assist with...
The Insightly team are some of my favorite people. They are always willing to help and assist with the company objectives we are working on. In my opinion, customer service and support are key in any partnership and Insightly makes us feel valued and like we are partners. My experience with the tool and Insightly is absolutely a positive one!
Pluspunten
First, the simplicity of Insightly has been key in internal adoption of the tool for the company. Insightly is my go to tool for keeping my day planned with tasks. Secondly, the customization Insightly allows with the custom objects has really allowed a level of visibility within the company that we simply did not have prior to partnering with them. This tool is quickly becoming a key focus for the organization as it allows for the operational team to automate key operational processes which in turn increases quality, decreases risk, and decreases labor costs.
Minpunten
Expanding the automated workflow options would be of great value to organizations. Additionally, the limitation on page layout rules can be challenging. Making this unlimited would be a preference for the organization.
- Sector: Duurzaamheid en milieu
- Bedrijfsgrootte: 501-1.000 werknemers
- Dagelijks 6-12 maanden lang gebruikt
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Bron van de reviewer
Totaalscore
- Prijs-kwaliteitverhouding
- Gebruiksgemak
- Klantenondersteuning
- Waarschijnlijkheid van aanbeveling 7.0 /10
Benefits of Insightly
Beoordeeld op 17/3/2023
Insightly helps me keep every stage of my project neatly organized, from lead all the way to...
Insightly helps me keep every stage of my project neatly organized, from lead all the way to completion.
Pluspunten
I use insightly on a daily basis. If everything weren't organized and conveniently accessible, my overall productivity would be reduced.
Minpunten
The UI could look a bit smoother, although that mostly comes down to personal preference. In terms of usability and functionality, everything is there.
Insightly - Veelgestelde vragen
Hieronder zie je enkele veelgestelde vragen over Insightly.V. Welke prijsmodellen heeft Insightly te bieden?
Insightly kent de volgende prijsmodellen:
- Vanaf: US$ 29,00/maand
- Prijsmodel: Gratis versie, Abonnement
- Gratis proef: Beschikbaar
V. Wat zijn de typische gebruikers van Insightly?
Insightly heeft de volgende typische klanten:
Zelfstandig ondernemer, 2-10, 11-50, 51-200, 201-500, 501-1.000, 1.001-5.000
V. Welke talen worden door Insightly ondersteund?
Insightly ondersteunt de volgende talen:
Engels, Frans, Portugees, Spaans
V. Biedt Insightly ondersteuning voor mobiele apparaten?
Insightly ondersteunt de volgende apparaten:
Android (mobiel), iPhone (mobiel), iPad (mobiel)
V. Met welke andere apps kan Insightly worden geïntegreerd?
Insightly kan worden geïntegreerd met de volgende toepassingen:
10to8, 123FormBuilder, ActiveCampaign, ActiveDEMAND, Acuity Scheduling, Aircall, AnyMeeting, Asana, Automate.io, Benchmark Email, Bidsketch, BookingSync, Box, Brevo, 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 Gen & CRM (formerly SharpSpring), 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, OnceHub, OneDrive, Operations Hub, Outreach, PandaDoc, PersistIQ, Podio, Process Street, Proposable, Proposify, Pure Chat, Quickbooks Online, Quote Roller, Quotient, Recurly, Reply, Robly, Sage Business Cloud, Salesforce Marketing Cloud Account Engagement, SalesforceIQ, SendGrid, ServiceM8, Setmore, 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
V. Welke mate van ondersteuning heeft Insightly te bieden?
Insightly biedt de volgende ondersteuningsopties:
E-mail/helpdesk, Veelgestelde vragen/forum, Kennisbank, Chatten
Gerelateerde categorieën
Bekijk alle softwarecategorieën die gevonden zijn voor Insightly.
- CRM-software
- Contactbeheer software
- Sales force automation software
- Lead management software
- Social CRM-tools
- Taakbeheer software
- Sales forecasting software
- Project management software voor de non-profitsector
- Online CRM-systemen
- Sales tracking software
- CRM-systemen voor Mac
- CRM systemen voor verzekeraars
