Insightly

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

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.


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Insightly

4,0 (645)
VS.
Häufig bewertet

Startpreis

29,00 $
Monat
10,99 €
Monat

Preisoptionen

Kostenlose Version
Kostenlose Testversion
Kostenlose Version
Kostenlose Testversion

Funktionen

109
235

Integrationen

129
92

Bedienkomfort

4,0 (645)
4,4 (12.503)

Preis-Leistungs-Verhältnis

4,0 (645)
4,4 (12.503)

Kundenservice

3,8 (645)
4,3 (12.503)
Die grünen Bewertungsbalken geben an, welches Produkt gemessen an der Durchschnittsbewertung und der Zahl der Bewertungen am besten abschneidet.

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Nutzerbewertungen

Gesamtbewertung

4,0 /5
(645)
Preis-Leistungs-Verhältnis
4,0/5
Funktionen
3,9/5
Bedienkomfort
4,0/5
Kundenbetreuung
3,8/5

Hast du Insightly bereits?

Andere Softwarekäufer brauchen deine Hilfe! Produktbewertungen helfen uns allen, die richtigen Entscheidungen zu treffen.

Zeigt 5 von 645 Bewertungen
Mathew
Mathew
Gesamtbewertung
  • 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.

Anne
Gesamtbewertung
  • Branche: Professionelles Training & Coaching
  • Unternehmensgröße: 2–10 Mitarbeiter
  • Täglich für Mehr als 1 Jahr genutzt
  • Quelle der Bewertung

Gesamtbewertung

  • Preis-Leistungs-Verhältnis
  • Bedienkomfort
  • Kundenbetreuung
  • Weiterempfehlungsquote 8.0 /10

Customizing Insightly

Bewertet am 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.

Vorteile

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.

Nachteile

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.

Warum Insightly gewählt wurde

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.

Zuvor genutzte Software

Act!

Gründe für den Wechsel zu Insightly

functionality, customization and cost
Dave
Dave
Gesamtbewertung
  • Branche: Unterhaltung
  • Täglich für Mehr als 1 Jahr genutzt
  • Quelle der Bewertung

Gesamtbewertung

  • Preis-Leistungs-Verhältnis
  • Bedienkomfort
  • Kundenbetreuung
  • Weiterempfehlungsquote 0.0 /10

HORRIBLE experience with Insightly.

Bewertet am 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.

Vorteile

* CRM and project management together in the same application

* Easy navigation between clients, leads, tasks, etc

* User-friendly interface

Nachteile

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?

Tarek
Tarek
Gesamtbewertung
  • Branche: Unternehmensberatung
  • Unternehmensgröße: 11–50 Mitarbeiter
  • Wöchentlich für Mehr als 2 Jahre genutzt
  • Quelle der Bewertung

Gesamtbewertung

  • Preis-Leistungs-Verhältnis
  • Bedienkomfort
  • Weiterempfehlungsquote 7.0 /10

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

Bewertet am 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.

Vorteile

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.

Nachteile

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.

In Betracht gezogene Alternativen

Vtiger CRM, Zoho CRM, Salesforce Sales Cloud, Bitrix24 und HubSpot CRM

Gründe für den Wechsel zu 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.
Joshua
Joshua
Gesamtbewertung
  • Branche: Versorgungsunternehmen
  • Unternehmensgröße: 2–10 Mitarbeiter
  • Täglich für Kostenlose Testversion genutzt
  • Quelle der Bewertung

Gesamtbewertung

  • Bedienkomfort
  • Weiterempfehlungsquote 8.0 /10

Brings all record-keeping together

Bewertet am 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.

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.

In Betracht gezogene Alternativen

Salesforce Sales Cloud

Gründe für den Wechsel zu Insightly

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

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!

5 von 645 Bewertungen angezeigt Alle Bewertungen

Insightly Häufig gestellte Fragen

Weiter unter folgen häufig gestellte Fragen über Insightly.

Insightly bietet folgende Kostenpläne an:

  • Ab: 29,00 $/Monat
  • Preismodell: Kostenlose Version, Abonnement
  • Gratis Testen: Verfügbar

Insightly hat die folgenden typischen Kunden:

Selbstständig, 2–10, 11–50, 51–200, 201–500, 501–1.000, 1.001–5.000

Insightly unterstützt die folgenden Sprachen:

Englisch, Französisch, Portugiesisch, Spanisch

Insightly unterstützt die folgenden Geräte:

Android (mobil), iPhone (mobil), iPad (mobil)

Insightly kann in folgende Anwendungen integriert werden:

123FormBuilder, ActiveCampaign, ActiveDEMAND, Acuity Scheduling, Aircall, AnyMeeting, Asana, Automate.io, Benchmark Email, Bidsketch, BookingSync, Box, Brevo, CallRail, Campaign Monitor by Marigold, Chargebee, Clio, ConnectWise PSA, Constant Contact, Contactually, Cyclr, Dasheroo, Debitoor, Delivra, Direct Mail, DirectIQ Email Marketing, Dotdigital, Drip, Dropbox Business, EZ Texting, Emma by Marigold, 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, Sign In Scheduling, Slack, Slemma, Stripe, SugarCRM, SupportBee, Teamwork Desk, Teamwork.com, TimeCamp, Todoist, Toky, Toodledo, TractionNext, Trello, Typeform, Wave, WebMerge, Wishpond, Wufoo, Xero, YouCanBook.me, Zapier, Zendesk Sell, Zendesk Suite, Zoho Books, Zoho CRM, Zoho Invoice, dotloop, noCRM.io

Insightly bietet folgende Optionen für Kundensupport:

E-Mail/Helpdesk, FAQ/Forum, Wissensdatenbank, Chat

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