Insightly

Das CRM für das, was man am meisten schätzt: Life. Time. Customers.

3,9 /5 (484 Bewertungen) Eine Bewertung schreiben

Insightly Übersicht

Was ist Insightly?

Insightly bietet kleinen und mittleren Unternehmen aus diversen Branchen wie Fertigung, Beratung, Gesundheit, Wellness, Medien und anderen eine Customer-Relationship-Management-Software. Mit über 1,5 Millionen Nutzern weltweit ist Insightly die beliebteste CRM-Software der Welt.

Ein einfaches und dennoch leistungsstarkes CRM-System. Insightly wurde von Grund auf für die Verwaltung von Kundenbeziehungen entwickelt und stellt sicher, dass das, was verkauft wird, tatsächlich geliefert wird und die Erwartungen der Kunden übertrifft.

Insightly erweitert die Vorteile eines traditionellen CRM, indem alle wichtigen Produktfunktionen in eine Customer-Relationship-Plattform eingebunden werden, mit der du in jeder Phase des Customer Lifecycle relevante und aussagekräftige Interaktionen durchführen kannst – von der ersten E-Mail an und darüber hinaus.

Insightly Übersicht

Kosten

Beginnt ab
29,00 $/Monat

Preisoptionen

Gratis Testen
Kostenlos
Abonnement
Preis-Leistungs-Verhältnis

Insightly Funktionen

Geräte
Unternehmensgröße
K M G
Märkte
Vereinigte Staaten von Amerika, Kanada, Vereinigtes Königreich, Australien, China und 3 weitere , Indien, Japan, Deutschland
Unterstützte Sprachen
Englisch, Französisch, Portugiesisch, Spanisch

Medien

Manage business relationships - customers, vendors and employees in one place
Track lead activity and status so nothing falls through the crack
Reports provide insight into sales and productivity performance
Use pipelines or milestones to track project deliverables and progress
Manage your business on the go with Insightly's mobile app
Gain valuable insight into the most important aspects of the business with reports and dashboards
Powerful and flexible pipelines that automate your sales process
Videos zu Insightly Videos zu Insightly Insightly Screenshot: Manage business relationships - customers, vendors and employees in one place Insightly Screenshot: Track lead activity and status so nothing falls through the crack Insightly Screenshot: Reports provide insight into sales and productivity performance Insightly Screenshot: Use pipelines or milestones to track project deliverables and progress Insightly Screenshot: Manage your business on the go with Insightly's mobile app Insightly Screenshot: Gain valuable insight into the most important aspects of the business with reports and dashboards Insightly Screenshot: Powerful and flexible pipelines that automate your sales process

Insightly Bewertungen

Insightly Bewertungen

Gesamtbewertung
3,9
/
5
Ausgezeichnet
167

Sehr gut
199

Durchschnitt
75

Gering
16

Schlecht
27

Preis-Leistungs-Verhältnis
3,9
Funktionen
3,8
Bedienkomfort
3,9
Kundenbetreuung
3,7
76% haben diese Anwendung empfohlen
Elizabeth P.

Manage your business relationships with Insightly

Insightly CRM has offered us a solution to practically all our samples, thanks to it I have obtained a lot of reliability to the projects that are carried out in the office maintaining the conviction that we constantly obtain more and better results. It is fully customizable and adaptable to our requirements, also thanks to this we have been able to capture a large number of new customers, renew contracts and interests with customers within our company. It is a very attractive tool and the results have been very professional, its functionality is totally successful and will recover your investment in the blink of an eye, do not miss the opportunity to obtain a system to manage relationships with your customers and enhance each area that makes up your company, being fully customizable to whatever your requirement.


Mit Google übersetzen
Joshua K.

Brings all record-keeping together

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.


Mit Google übersetzen
Shannon G.

It is perfect platform for earning great business reputation

Insightly gives us many different idea of report generation and allows managing delivery time periods. I think there is no Good app other then this to keep good estimation of sales funnel.


Mit Google übersetzen
Iain M.

Long time user verging toward long-suffering user

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.


Mit Google übersetzen
José luis O.

A complete CRM for mid business

A good option if you are new in CRM since is a fair cost and price valued software. Easy to integrate to Google and G suites as well as to export all the contacts and information needed.


Mit Google übersetzen
Elizabeth P.
Branche: Marketing & Werbung
Untern. Größe: 5.001-10.000 Mitarbeiter
Übersetzen auf: Deutsch
Übersetzen auf: Deutsch

Manage your business relationships with Insightly

Täglich für Mehr als 1 Jahr genutzt
Bewertet am 26.2.2020
Quelle der Bewertung: Capterra

Insightly CRM has offered us a solution to practically all our samples, thanks to it I have obtained a lot of reliability to the projects that are carried out in the office maintaining the conviction that we constantly obtain more and better results. It is fully customizable and adaptable to our requirements, also thanks to this we have been able to capture a large number of new customers, renew contracts and interests with customers within our company. It is a very attractive tool and the results have been very professional, its functionality is totally successful and will recover your investment in the blink of an eye, do not miss the opportunity to obtain a system to manage relationships with your customers and enhance each area that makes up your company, being fully customizable to whatever your requirement.

Vorteile

Insightly has worked great to be able to direct excellent relationship management with our clients, either by creating them or maintaining them in a wide range of industries in a wide variety of fields, be they consulting, health, manufacturing, among others. Thanks to this tool we have been able to generate consistent quotes much more quickly taking advantage of all kinds of opportunities.

Nachteile

It is a bit difficult to maintain the integration or even integrate it with other tools, just as they do not present frequent updates and they are not very striking either, but in general terms I can confirm its excellent functionality.

Verteilung der Bewertung

Preis-Leistungs-Verhältnis
Bedienkomfort
Kundenbetreuung

Weiterempfehlungsquote: 9.0/10

Joshua K.
Branche: Versorgungsunternehmen
Untern. Größe: 2-10 Mitarbeiter
Übersetzen auf: Deutsch
Übersetzen auf: Deutsch

Brings all record-keeping together

Täglich für Kostenlose Testversion genutzt
Bewertet am 25.12.2019
Quelle der Bewertung: Capterra

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.

Vorteile

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.

Nachteile

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.

Übersetzen auf: Deutsch

Antwort von 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!

Verteilung der Bewertung

Bedienkomfort

Weiterempfehlungsquote: 8.0/10

Shannon G.
Branche: Einzelhandel
Untern. Größe: 10.000+ Mitarbeiter
Übersetzen auf: Deutsch
Übersetzen auf: Deutsch

It is perfect platform for earning great business reputation

Täglich für Mehr als 1 Jahr genutzt
Bewertet am 31.8.2020
Quelle der Bewertung: Capterra

Insightly gives us many different idea of report generation and allows managing delivery time periods. I think there is no Good app other then this to keep good estimation of sales funnel.

Vorteile

It has made very easy to observe overall sales activity through Insighlty. We use it through mobiles, laptops, personal computers likewise we synchronize data through many other applications like Gmail and office 365. It is playing a great role in our organization. Overall it is an excellent CRM that is providing wonderful services and helping us to build strong relations

Nachteile

Since we have been using Insightly I have not come across any major difficulty. It is working amazingly and providing great services.

Verteilung der Bewertung

Preis-Leistungs-Verhältnis
Bedienkomfort
Kundenbetreuung

Weiterempfehlungsquote: 8.0/10

Iain M.
Branche: Unternehmensberatung
Untern. Größe: 51-200 Mitarbeiter
Übersetzen auf: Deutsch
Übersetzen auf: Deutsch

Long time user verging toward long-suffering user

Täglich für Mehr als 2 Jahre genutzt
Bewertet am 5.10.2016
Quelle der Bewertung: GetApp

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.

Vorteile

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.

Nachteile

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.

Übersetzen auf: Deutsch

Antwort von 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 laura@insightly.com and we can let you know if they are on the roadmap. Thanks.

Verteilung der Bewertung

Preis-Leistungs-Verhältnis
Bedienkomfort
Kundenbetreuung

Weiterempfehlungsquote: 5.0/10

José luis O.
Branche: Personalwesen
Untern. Größe: 11-50 Mitarbeiter
Übersetzen auf: Deutsch
Übersetzen auf: Deutsch

A complete CRM for mid business

Wöchentlich für Mehr als 1 Jahr genutzt
Bewertet am 31.7.2020
Quelle der Bewertung: SoftwareAdvice

A good option if you are new in CRM since is a fair cost and price valued software. Easy to integrate to Google and G suites as well as to export all the contacts and information needed.

Vorteile

Interface helps you to get familiar with a CRM when you are recently introduce to customer administration matters. Since leads, to contacts, to opportunities, this CRM lets you to keep track ps every person that gets in touch with your business, even when is not your customer yet. Easy to configure, get relationships of common organization, connects one client with other when they are referrals. Let you administrate since your sales funnel to your current customer relationship.

Nachteile

You definitively need to spend good time in the initial configuration; trying to modify on the road can really get you in trouble and have no real numbers.
In order to have the best experience, basic plans might let you off to enjoy all the functionalities as dashboard design.

Verteilung der Bewertung

Bedienkomfort
Kundenbetreuung

Weiterempfehlungsquote: 9.0/10

Nutzerempfehlung
7,7/10
Basierend auf 484 Benutzerbewertungen
Vergleiche Nutzerempfehlungen mit Alternativen
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Insightly Preis

Insightly Preis

Beginnt ab
29,00 $/Monat
Gratis Testen
Kostenlos
Abonnement
Preis-Leistungs-Verhältnis
Preis-Leistungs-Verhältnis
3,9/5
Basierend auf 484 Benutzerbewertungen
Vergleiche das Preis-Leistungs-Verhältnis mit Alternativen
Mit Alternativen vergleichen

Insightly Funktionen

Insightly Funktionen

API
Aktivitäts-Dashboard
Aktivitäts-Verfolgung
Anpassbare Berichterstellung
Anpassbare Vorlagen
Automatische Benachrichtigungen
Benutzerdefinierte Felder
Berichterstattung und Statistik
Daten-Import / -Export
E-Mail-Integration
Echtzeit-Daten
Elektronische Zahlungen
Erinnerungen
Integration von Dritten
Kalenderverwaltung
Kontaktmanagement
Kundendatenbank
Kundenspezifisches Branding
Social-Media-Integration
Umfragen & Feedback
Funktionen
3,8/5
Basierend auf 484 Benutzerbewertungen
Vergleiche Funktionen mit Alternativen
Mit Alternativen vergleichen

Kategorien

Insightly Häufig gestellte Fragen

Insightly Häufig gestellte Fragen

Weiter unter folgen häufig gestellte Fragen über Insightly.

F. Welche Preispläne bietet Insightly an?

Insightly bietet folgende Kostenpläne an:

Beginnt ab: 29,00 $/Monat

Preismodell: Kostenlos, Abonnement

Gratis Testen: Verfügbar

F. Was sind die Hauptfunktionen von Insightly?

Wir haben keine Informationen über die Funktionen von Insightly

F. Wer sind die typischen Nutzer von Insightly?

Insightly hat die folgenden typischen Kunden:

Kleine Unternehmen, Großunternehmen, Non-Profit, Freie Mitarbeiter, Mittlere Unternehmen

F: Welche Sprachen werden von Insightly unterstützt?

Insightly unterstützt die folgenden Sprachen:

Englisch, Französisch, Portugiesisch, Spanisch

F. Welche Preispläne bietet Insightly an?

Insightly hat folgende Preismodelle:

Kostenlos, Abonnement

F. Unterstützt Insightly mobile Geräte?

Insightly unterstützt die folgenden Geräte:

Android, iPhone, iPad

F. Mit welchen anderen Applikationen integriert Insightly?

Insightly kann in folgende Anwendungen integriert werden:

Bitium, Campaign Monitor, Easy Insight, Freshdesk, Google Drive, HappyFox, Mad Mimi, QuickBooks Online, Vision Helpdesk, Zapier

F. Welche Varianten der Kundenbetreuung bietet Insightly an?

Insightly bietet folgende Optionen für Kundensupport:

Häufig gestellte Fragen, Wissensdatenbank, Online-Support, Video-Anleitungen, Forum