Über Insightly

Insightly ist eine SaaS-basierte CRM-Lösung für wachsende mittelständische Unternehmen. Mehr als 1,5 Millionen Nutzer weltweit nutzen Insightly, um alle ihre Kundendaten an einem Ort sicher zu verwalten, Kundenbeziehungen aufzubauen, ihren Umsatz zu beschleunigen und Projekte stets pünktlich zu liefern. Insightly bietet Gmail- und Outlook-Plug-ins und Tools, um die Integration in jedes andere System zu erleichtern. Unternehmen nutzen Insightly insbesondere für Beziehungsaufbau, Kontaktverwaltung, E-Mail-Verfolgung, Lead-, Chancen- und Projektmanagement, Angebotserstellung, Workflow-Automatisierung, erweiterte Berichterstattung, Anrufverwaltung sowie Vertriebs- und Marketingausrichtung. Außerdem ist eine mobile CRM-App mit Visitenkartenscanner und Audionotizen verfügbar, die schnelle und einfache Aktualisierungen ermöglicht, während Vertriebsteams im Außendienst sind.
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Insightly Video
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Insightly Preis

Insightly bietet eine Gratisversion und eine kostenlose Testversion. Die kostenpflichtige Version von Insightly ist ab $ 29,00/Monat verfügbar.

Startpreis:
$ 29,00/Monat
Kostenlose Version:
Ja
Kostenlose Testversion:
Ja

Alternativen für Insightly

Insightly Erfahrungen

Funktionsbewertung

Preis-Leistungs-Verhältnis
4,0
Funktionalität
3,9
Bedienkomfort
4,0
Kundenbetreuung
3,8
Susan
Susan
  • Branche: Informationstechnologie & -dienste
  • Unternehmensgröße: 10 000+ Mitarbeiter
  • Täglich für Mehr als 1 Jahr genutzt
  • Quelle der Bewertung
Preis-Leistungs-Verhältnis
5
Funktionen
5
Bedienkomfort
5
Kundenbetreuung
5

5
Bewertet am 24.7.2019

A reliable and completely user-friendly tool with immense productivity.

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.

Vorteile

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.

Nachteile

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.

Antwort von Insightly

Hi Susan,

Thank you for the feedback. The Chrome Extension you're talking about is actually sunset. Try the new Add-On. :)

Beantwortet am 16.8.2019
Denise
Denise
  • Branche: Marketing & Werbung
  • Unternehmensgröße: 201–500 Mitarbeiter
  • Wöchentlich für Mehr als 2 Jahre genutzt
  • Quelle der Bewertung
Preis-Leistungs-Verhältnis
5
Funktionen
5
Bedienkomfort
5
Kundenbetreuung
5

4
Bewertet am 6.9.2022

Insightly developed to enhance our feeds

In my experience using Insightly, I haven't run into any serious issues. We used to utilize a strange CRM that was built out of sheets and required us to constantly switch between windows. Using Insightly, we can have all of our data in one place, neatly organized in custom fields. In my opinion, the project page may benefit from more fields in which to provide pertinent data.

Vorteile

Insightly is how I keep track of all the initiatives we have in the works right now. The management of our company's 5,000+ open positions is a major challenge. Insightly makes it easy for us to keep track of all the moving parts, which would otherwise be difficult to do in a secure manner given the project's multi-stage nature.

Nachteile

In most cases, the newly opened Org or Project tab doesn't take up more than half of my screen following a search. I can't figure out how to make the page larger. For some reason, the columns on the Relate and Activity tabs don't remember my saved column width. Every time I use it, I have to resize it.

Nathalie
  • Branche: Software für die Automobilindustrie
  • Unternehmensgröße: 2–10 Mitarbeiter
  • Täglich für Mehr als 1 Jahr genutzt
  • Quelle der Bewertung
Preis-Leistungs-Verhältnis
4
Funktionen
4
Bedienkomfort
3
Kundenbetreuung
5

3
Bewertet am 3.3.2023

Useful & inexpensive CRM system for growing businesses

Overall is has been satisfactory although, some details that need improvement can turn things into a much better experience.

Vorteile

It is easy to use and easy to navigate.It does not take much time to get used to all features and to understand how the features work.The best part of Insightly, is the customer support is very responsive and always follows up on requests.They also helped us all the way to achieve our goals as a company.

Nachteile

Some parts of the software need more work and also new features like Service has too many glitches and some functions do not work properly even though have been revised and "fixed" many times.I wish it was more seamless to work with.

In Betracht gezogene Alternativen

Salesforce Sales Cloud und monday.com

Warum Insightly gewählt wurde

The main reason was the other product was more expensive and we also wanted to expand and connect all of our platforms in one place.

Zuvor genutzte Software

Zendesk Suite

Gründe für den Wechsel zu Insightly

Insightly offered a less expensive package overall and they offered a more personalized customization to our business. One of the big factors apart from the price was the initial presentations of the Insightly products were very professional and helpful.
Nancy
  • Branche: Non-Profit-Organisation Management
  • Unternehmensgröße: 2–10 Mitarbeiter
  • Täglich für Mehr als 2 Jahre genutzt
  • Quelle der Bewertung
Preis-Leistungs-Verhältnis
5
Funktionen
5
Bedienkomfort
5
Kundenbetreuung
4

5
Bewertet am 11.4.2024

Insightly Works GREAT for our Org

We have evolved from the early days of our organization and Insightly has evolved with us. As we learn its capabilities, we continue to find functions and create objects that increase our efficiency every day.

Vorteile

We have used Insightly for 8 years now and it has been so user-friendly to build our Program database. From the customizable fields to the reporting features, it does everything we need for it to do. Insightly has helped us to streamline our processes, making our mission easier to manage every day. And the reporting features have allowed us to provide every kind of data to generous supporters who in turn donate to our mission.

Nachteile

To get some of the features we are using today, the cost has increased significantly.

Antwort von Insightly

Hey, Nancy! It's awesome to hear how Insightly has been rocking it for your organization for 8 years! Sounds like we've managed to truly partner with your team in building and managing your business. Streamlining processes and making your mission more manageable every day? That's what I call a win!

Thanks for sharing your experience—it's super helpful for folks looking for a CRM that can keep up with their growth.

Beantwortet am 12.4.2024
Tarek
Tarek
  • Branche: Unternehmensberatung
  • Unternehmensgröße: 11–50 Mitarbeiter
  • Wöchentlich für Mehr als 2 Jahre genutzt
  • Quelle der Bewertung
Preis-Leistungs-Verhältnis
4
Funktionen
4
Bedienkomfort
3
Kundenbetreuung
0

4
Bewertet am 10.10.2021

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

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.

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.

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