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

Top 5 alternatieven voor Insightly

Apparaten

Bedrijfsgrootte

K M G

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

Top 5 alternatieven voor Insightly

Afbeeldingen

Insightly Software - 1
Insightly Software - 2
Insightly Software - 3
Insightly Software - 4
Insightly Software - 5
Insightly Software - 6
Insightly Software - 7
View 11 more
Insightly-video
Insightly-video
Insightly-video
Insightly-video
Insightly Software - 1
Insightly Software - 2
Insightly Software - 3
Insightly Software - 4
Insightly Software - 5
Insightly Software - 6
Insightly Software - 7

Functies

Totaal aantal functies van Insightly: 129

  • 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
  • For Mac Devices
  • For Startups
  • For iPad Devices
  • 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
  • Prognoses
  • 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
  • Taakplanning
  • Taakvoortgang bijhouden
  • Takenlijst
  • Territoriumbeheer
  • Terugkerende taken
  • Toegangsopties/machtigingen
  • Tools voor exploratie
  • Verkoopprognose
  • Verkooprapporten
  • Visuele analyse
  • Voor de verzekeringsbranche
  • Voorstellen genereren
  • Voortgang bijhouden
  • Waarschuwingen/Meldingen
  • Webformulieren
  • Weergave van grafische gegevens
  • Workflowbeheer
  • Zelfserviceportal
  • Zoeken/filteren

Alternatieven

Salesforce Sales Cloud

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

Pipedrive

4,5
#2 alternatief voor Insightly
Pipedrive is een tool voor CRM en pijplijnbeheer voor kleine en middelgrote verkoopteams waarmee gebruikers zich kunnen...

HubSpot CRM

4,5
#3 alternatief voor Insightly
Bespaar waardevolle verkooptijd met HubSpot CRM, dat zorgt voor alle kleine details van het opnemen van telefoongesprekk...

Bitrix24

4,1
#4 alternatief voor Insightly
Bitrix24 is een gratis cloudgebaseerd en open source platform voor samenwerking dat tools biedt voor CRM, documentbeheer...

Reviews

Totaalscore

3,9 /5
(498)
Prijs-kwaliteitverhouding
3,9/5
Functies
3,8/5
Gebruiksgemak
3,9/5
Klantenondersteuning
3,7/5

Heb je Insightly al?

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

Schrijf een review!
5 van 498 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. :)

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!

Geverifieerde reviewer
Totaalscore
  • Sector: Bouw
  • Bedrijfsgrootte: 51-200 werknemers
  • Wekelijks 2+ jaar lang gebruikt
  • Bron van de reviewer

Totaalscore

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

Scalable CRM platform for businesses of all sizes

Beoordeeld op 27/6/2022

Insightly has been a beneficial addition to our sales and marketing efforts allowing us to easily...

Insightly has been a beneficial addition to our sales and marketing efforts allowing us to easily store our contacts, leads, and projects in one platform.

Pluspunten

I really like how Insightly can be customized and scaled to fit the needs of the business. We are a mid size company and other CRMs were too robust and complicated. Insightly is just right.

Minpunten

I think it is kind of expensive per user. I would like to see a lower monthly cost per user.

Overwogen alternatieven

Salesforce Sales Cloud

Redenen om over te stappen op Insightly

Insightly was the right sized product for us and our needs. Salesforce was too expensive and had to many features we didn't need.
Iain
Totaalscore
  • Sector: Managementconsulting
  • Bedrijfsgrootte: 51-200 werknemers
  • Dagelijks 2+ jaar lang gebruikt
  • Bron van de reviewer

Totaalscore

  • Prijs-kwaliteitverhouding
  • Gebruiksgemak
  • Klantenondersteuning
  • Waarschijnlijkheid van aanbeveling 5.0 /10

Long time user verging toward long-suffering user

Beoordeeld op 5/10/2016

This is a product I wanted to like so much. We have been using Insightly for many years. We were...

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.

Pluspunten

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.

Minpunten

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.

Antwoord van Insightly

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 [email protected] and we can let you know if they are on the roadmap. Thanks.

Tarek
Totaalscore
  • Sector: Managementconsulting
  • Bedrijfsgrootte: 11-50 werknemers
  • Wekelijks 2+ jaar lang gebruikt
  • Bron van de reviewer

Totaalscore

  • Prijs-kwaliteitverhouding
  • Gebruiksgemak
  • Waarschijnlijkheid van aanbeveling 7.0 /10

Insightly : a good option to start with cloud based CRMs for Small businesses

Beoordeeld op 10/10/2021

Insightly helps entrepreneurs and small businesses like most of our clients to get to the digital...

Insightly helps entrepreneurs and small businesses like most of our clients to get to the digital space and excel in no time. As a Technology expert, I highly recommend it to entrepreneurs beginning with tech and online platforms for their business.

Pluspunten

Insightly Helps small and mid business manage their leads and projects online, through a fully fledged cloud based tool that provides an abundance of smart features, including customer insights from internet sources, and structured project/opportunity management platform.

Minpunten

It is probably requiring some advanced knowledge from our end, but integrating Insightly with e-mail services, social media and other 3rd parties seemed to be complex. We've been using Insightly in its early times, and I'm sure that things went better afterwards with the continuous improvements by Insightly amazing teams.

Redenen om over te stappen op Insightly

In its first launch, Insightly shown more functions for small businesses that attracted me, especially for individuals with no previous experience of online software CRMs. Nevertheless, each of the other competitors on the market has its competitive advantage, and addresses the needs of a particular niche. Each consumer needs to know first what features make sense to their business before choosing a CRM.
5 van 498 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 Manage, Constant Contact, Contactually, Cyclr, Dasheroo, Debitoor, Delivra, Direct Mail, DirectIQ Email Marketing, 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, Keap, Kissflow Digital Workplace, Kixie PowerCall, Kustomer, Lead Liaison, LiquidPlanner, Mad Mimi, MailUp, Mailchimp, MailerLite, Marketo Engage, Mavenlink, 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, Zendesk Sell, Zoho Books, Zoho CRM, Zoho Invoice, dotdigital Engagement Cloud, 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.