
Insightly
Über 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.
Preisoptionen ab:
29,00 $/Monat
- Kostenlose Version
- Gratis Testen
- Abonnement
Die 5 Top-Alternativen zu Insightly
Typische Kunden
- Freie Mitarbeiter
- Kleine Unternehmen (2–50)
- Mittelgroße Unternehmen (51–500)
- Großunternehmen (500 und mehr)
Einsatz
- Cloudbasiert
- On-Premise (vor Ort)
Erhältlich in diesen Ländern
Australien, Kanada, China, Deutschland, Vereinigtes Königreich , Indien, Japan, Neuseeland, Vereinigte Staaten und 4 weitere
Unterstützte Sprachen
Englisch, Französisch, Portugiesisch, Spanisch
Preisoptionen ab:
29,00 $/Monat
- Kostenlose Version
- Gratis Testen
- Abonnement
Die 5 Top-Alternativen zu Insightly
Bilder







Funktionen
Gesamtzahl der Funktionen von Insightly: 127
Alternativen
Nimble

DealCloud

LionDesk

Microsoft Excel

Nutzerbewertungen
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- Branche: Transport/Güterfrachtverkehr/Schienenverkehr
- Unternehmensgröße: 11-50 Mitarbeiter
- Täglich für Mehr als 1 Jahr genutzt
-
Quelle der Bewertung
Gesamtbewertung
- Preis-Leistungs-Verhältnis
- Bedienkomfort
- Kundenbetreuung
- Weiterempfehlungsquote 10.0 /10
Highly customizable and advanced CRM tool with easy to navigate features.
Bewertet am 30.7.2019
Insightly , no doubt have been a great addition to our tools for perfect customer relation...
Insightly , no doubt have been a great addition to our tools for perfect customer relation management. We can track customers, mails and leads and project at an in-expensive subscription providing us with great and handy features.
Vorteile
Insightly CRM has the most intimidating interface with easy to understand and quite productive features. It is a perfect tool for the customer relation for mid-size and small organizations. We can easily customize the tool in order to get it properly synchronized with our working and requirements.
Nachteile
From the initial look, it is not very much professional but rather seems to be a visually appealing tool. The integration with the other tool is also not so easy and reliable and affects the overall performance. The project collaboration tools also gives me a tough time so there needs to be some improvements required.
Antwort von Insightly
Thanks so much for your kind note, Mathew. At Insightly we work hard to make sure our customers have a great experience with our platform and are able to build lasting relationships with their own customers. Your feedback means a world to us and inspires us to keep up the good work. Cheers, the Insightly team.
I'm more than happy to help review your integration concern. Integrations shouldn't slow the system down.
- Branche: Finanzdienstleistungen
- Unternehmensgröße: 11-50 Mitarbeiter
- Weitere für Mehr als 2 Jahre genutzt
-
Quelle der Bewertung
Gesamtbewertung
- Preis-Leistungs-Verhältnis
- Bedienkomfort
- Kundenbetreuung
- Weiterempfehlungsquote 9.0 /10
Insightly CRM Review
Bewertet am 20.7.2019
Overall, Insightly solved my simple problems and provided a solution to our financial services firm...
Overall, Insightly solved my simple problems and provided a solution to our financial services firm so we could track our leads/projects until completion.
Vorteile
I previously used a version of Salesforce for small companies called Salesforce IQ. It didn't link contacts to leads, projects and companies well. It synced too much information from email and most of it wasn't relevant. Insightly solved all of these problems and made it easy to connect the dots between a person, lead, project, etc.
Nachteile
The software graphics were somewhat childish initially, but they have updated the graphics over time. It would be great if the software provided analysis / charts on some of the data that is stored there without forcing the user to do it themselves manually in excel.
Warum Insightly gewählt wurde
Comments aboveGründe für den Wechsel zu Insightly
Insightly was best for linking contacts, companies, leads and projects. They also had an email syncing tool which was helpful.Antwort von Insightly
Thanks so much for your kind note, Kelsey. At Insightly we work hard to make sure our customers have a great experience with our platform and are able to build lasting relationships with their own customers. Your feedback means a world to us and inspires us to keep up the good work. Cheers, the Insightly team

- Branche: Essen & Trinken
- Unternehmensgröße: 2-10 Mitarbeiter
- Täglich für Kostenlose Testversion genutzt
-
Quelle der Bewertung
Gesamtbewertung
- Preis-Leistungs-Verhältnis
- Bedienkomfort
- Kundenbetreuung
- Weiterempfehlungsquote 6.0 /10
Frustrating to get started
Bewertet am 6.11.2018
Overall, I don't think Insightly is the right tool for me due to it's complex setup which I think...
Overall, I don't think Insightly is the right tool for me due to it's complex setup which I think can improve if there a bit more videos in their help-section. The walkthrus for basic setup are good, but I'd love to see more videos or improvements in workflow automation. I only trialed the software so I can't speak on it as if I were an expert, but I think Insightly has some benefits but just not the right tool for me.
Vorteile
I was looking for a G-Suite CRM and stumbled upon Insightly. I decided to give it a go and try out the free trial upon reading a few reviews. The main area I was interested in and found to be good was Insightlys e-mail tracking. I sent a test e-mail to both Gmail and Yahoo e-mails and found the tracking to be accurate. I can see how Insightly would be a value add for monitoring sent e-mails, and then creating an automation workflow to auto-add any leads who reply to a pipeline, but I wasn't able to figure out a workflow for it. I do believe it's possible however to not only add to a pipeline but even export the contacts who replied and save to perhaps something like Mailchimp for another customer-journey.
Nachteile
My first thought was that it looked really in terms of the feature set but I was a bit overwhelmed with the setup and it took me about 2 times to connect to GSuite although, it could have been a bug on my end rather than theirs. After connecting my GSuite account, I started to play around right away, setting up the leads section as I plan to use Insightly for Sales Tracking and lead scoring. I found the UX/UI a bit sluggish, and creating pipelines with custom attributes a bit cumbersome. I was hoping for a rich data-enrichment where all Company/People info would be filled out, but that aspect wasn't there.
- Branche: Informationstechnologie & -dienste
- Unternehmensgröße: 2-10 Mitarbeiter
- Wöchentlich für Mehr als 1 Jahr genutzt
-
Quelle der Bewertung
Gesamtbewertung
- Preis-Leistungs-Verhältnis
- Bedienkomfort
- Kundenbetreuung
- Weiterempfehlungsquote 10.0 /10
Insightly is the perfect CRM
Bewertet am 24.10.2022
We are a small business that is growing and Insightly has been there with us from almost the start....
We are a small business that is growing and Insightly has been there with us from almost the start. I have used a lot of CRMs in my career and honestly Insightly does everything the competition does (and more) with a much more reasonable price point. Insightly is very flexible and can really be built to manage the needs of a many different businesses across many different industries. We don't have any reason to look elsewhere and are very pleased with Insightly.
Vorteile
First of al, Insightly's price point is excellent. The value we receive in comparison to what we pay is awesome. I really like that I can change things on the fly as needed. There have been a few things I needed specifically that no CRM really had. The team at Insightly was able to find a solution that filled the gaps I had. Their on-boarding and customer success team has been great to work with and very helpful. We are growing and I have no reason to look elsewhere.
Nachteile
Sometimes I get overwhelmed with all of the items available to change. If I need to make a change, it can seem cumbersome and I may forget where to go. The only other thing I have to say is I wish more could have been setup during my implementation calls. I don't fault my Implementation Specialist for this and I know the purpose of those call were to make sure I could do it all myself.

- Branche: Fundraising
- Unternehmensgröße: 2-10 Mitarbeiter
- Täglich für Mehr als 2 Jahre genutzt
-
Quelle der Bewertung
Gesamtbewertung
- Bedienkomfort
- Weiterempfehlungsquote 8.0 /10
intuitive and easy to use
Bewertet am 29.10.2019
Vorteile
easy to customise pipeline, good online information support
Nachteile
unable to customise reports to the extent we need
Warum Insightly gewählt wurde
hunting for a product that could automate our reportsZuvor genutzte Software
WrikeGründe für den Wechsel zu Insightly
price was very competitive initiallyInsightly Häufig gestellte Fragen
Weiter unter folgen häufig gestellte Fragen über Insightly.F. Welche Preispläne bietet Insightly an?
Insightly bietet folgende Kostenpläne an:
- Ab: 29,00 $/Monat
- Preismodell: Kostenlose Version, Abonnement
- Gratis Testen: Verfügbar
F. Wer sind die typischen Nutzer von Insightly?
Insightly hat die folgenden typischen Kunden:
Selbstständig, 2-10, 11-50, 51-200, 201-500, 501-1.000, 1.001-5.000
F: Welche Sprachen werden von Insightly unterstützt?
Insightly unterstützt die folgenden Sprachen:
Englisch, Französisch, Portugiesisch, Spanisch
F. Unterstützt Insightly mobile Geräte?
Insightly unterstützt die folgenden Geräte:
Android (mobil), iPhone (mobil), iPad (mobil)
F. Mit welchen anderen Applikationen integriert Insightly?
Insightly kann in folgende Anwendungen integriert werden:
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, 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, 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
F. Welche Varianten der Kundenbetreuung bietet Insightly an?
Insightly bietet folgende Optionen für Kundensupport:
E-Mail/Helpdesk, FAQ/Forum, Wissensdatenbank, Chat
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