Insightly

CRM para mantener relaciones de por vida con los clientes.

3.9 /5 (490 opiniones) ¡Escribe una reseña!

Información general sobre Insightly

¿Qué es Insightly?

Insightly es uno de los software CRM más populares del mundo para usuarios de Google y Office 365. Se dirige a pequeñas y medianas empresas. Insightly cuenta con más de 1.5 millones de usuarios en todo el mundo y es compatible con diversos sectores como fabricación, consultoría, medios de comunicación, comunicaciones, construcción y muchos otros.

Con Insightly, toda la información crítica de ventas y negocios (clientes potenciales, contactos, correos electrónicos, eventos, presupuestos, proyectos, tareas, oportunidades de ventas e informes de negocio) está organizada y disponible en tu dispositivo. El resultado es que todos tus compañeros de equipo tienen la información más actualizada sobre los clientes, lo que da como resultado una mejor visibilidad, atención al cliente y ventas.

Insightly reconoce que cada negocio es diferente, por lo que los objetos y aplicaciones personalizados permiten a las organizaciones adaptar su solución a sus flujos de trabajo y procesos, garantizando así una alta adopción y satisfacción. Las integraciones también son clave para la adopción de los usuarios de CRM, por lo que Insightly ofrece una variedad de integraciones destacadas con plataformas de correo electrónico, gestión de documentos, contabilidad y mensajería.

Para cualquier otra integración necesaria, Insightly ofrece distintos enfoques: una API RESTful abierta (y gratuita), webhooks o Lambda para permitir la sincronización de datos.

Información general sobre Insightly

Precio

A partir de
USD 29.00/mes

Opciones de precios

Prueba gratis
Gratis
Suscripción
Relación calidad-precio

Funciones de Insightly

Dispositivos
Tamaño de la empresa
P M G
Disponible en los países siguientes
Estados Unidos, Canadá, Reino Unido, Australia, China y otros 3, India, Japón, Alemania
Idiomas admitidos
Español, Francés, Inglés, Portugués

Medios

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

Opiniones de Insightly

Opiniones de Insightly

Calificación general
3.9
/
5
Excelente
168

Muy bien
201

Normal
77

Pobre
17

Malo
27

Relación calidad-precio
3.9
Funciones
3.8
Facilidad de uso
3.9
Asistencia al cliente
3.7
75% Un ha recomendado esta aplicación
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.


Traducir con Google
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.


Traducir con Google
Zheng S.

A versatile customer relationship management platform

You can optimize your sales processes as you can track and control the performance of your sales teams and the status of sale deals. It allows you an easy task repetition by building sets of automated activity. You can create leads where all the information regarding your customers can be stored, and you can easily send automated emails to such leads. Its dashboard feature gives you easy reporting on the overall performance of your business and is customizable.


Traducir con Google
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.


Traducir con Google
Usuario verificado

Great for contact management from the perspective of customer support

I use this daily to not lose my mind while trying to figure out information on a customer. More often than not I have to refer to our Insightly contact database to get all the information I need without having to wait on a customer to get back to me saving me on average maybe a full hour of productivity each day. Couldn't recommend it more for maintaining contacts between teams.


Traducir con Google
Elizabeth P.
Sector: Marketing y publicidad
Tamaño de la empresa: 5001-10,000 empleados
Traducir a español
Traducir a español

Manage your business relationships with Insightly

Software usado A diario durante Más de un año
Revisado el 26/2/2020
Fuente de la reseña: 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.

Puntos a favor

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.

Puntos en contra

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.

Desglose por calificación

Relación calidad-precio
Facilidad de uso
Asistencia al cliente

Probabilidad de recomendación: 9.0/10

Joshua K.
Sector: Servicios
Tamaño de la empresa: 2-10 empleados
Traducir a español
Traducir a español

Brings all record-keeping together

Software usado A diario durante Prueba gratis
Revisado el 25/12/2019
Fuente de la reseña: 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.

Puntos a favor

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.

Puntos en contra

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.

Traducir a español

Respuesta de 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!

Desglose por calificación

Facilidad de uso

Probabilidad de recomendación: 8.0/10

Zheng S.
Sector: Software informático
Tamaño de la empresa: 1001-5000 empleados
Traducir a español
Traducir a español

A versatile customer relationship management platform

Software usado A diario durante Más de dos años
Revisado el 31/12/2020
Fuente de la reseña: Capterra

You can optimize your sales processes as you can track and control the performance of your sales teams and the status of sale deals. It allows you an easy task repetition by building sets of automated activity. You can create leads where all the information regarding your customers can be stored, and you can easily send automated emails to such leads. Its dashboard feature gives you easy reporting on the overall performance of your business and is customizable.

Puntos a favor

You can keep track of your sales, deal pipelines, along with other marketing and project management activities, all from this single platform. It also allows you to manage your contacts. If you are about to start a small business or project, this software is good for you as it offers its free version where two users are allowed for management. It helps you remove ambiguity from the sales pipeline while it enjoins project management and customer relations management.

Puntos en contra

Its user interface can be overwhelming for beginners. It is expensive software because its paid plans also lack a lot of basic features for which users have to purchase extra plans. If it could use integration with other social media platforms and channels, it would have been easier for users to run their marketing campaigns through this software on social platforms as well, but this platform lacks such features.

Desglose por calificación

Relación calidad-precio
Facilidad de uso
Asistencia al cliente

Probabilidad de recomendación: 8.0/10

Iain M.
Sector: Consultoría de gestión
Tamaño de la empresa: 51-200 empleados
Traducir a español
Traducir a español

Long time user verging toward long-suffering user

Software usado A diario durante Más de dos años
Revisado el 5/10/2016
Fuente de la reseña: 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.

Puntos a favor

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.

Puntos en contra

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.

Traducir a español

Respuesta de 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.

Desglose por calificación

Relación calidad-precio
Facilidad de uso
Asistencia al cliente

Probabilidad de recomendación: 5.0/10

Usuario verificado
Sector: Software informático
Tamaño de la empresa: 51-200 empleados
Traducir a español
Traducir a español

Great for contact management from the perspective of customer support

Software usado A diario durante 1-5 meses
Revisado el 19/11/2020
Fuente de la reseña: Capterra

I use this daily to not lose my mind while trying to figure out information on a customer. More often than not I have to refer to our Insightly contact database to get all the information I need without having to wait on a customer to get back to me saving me on average maybe a full hour of productivity each day. Couldn't recommend it more for maintaining contacts between teams.

Puntos a favor

Great for contact management
Great for holding customer information
Huge time saver for our support team

Puntos en contra

The UI could use a touch up especially with everything that is on the market now. It feels a bit dated in presentation.

Desglose por calificación

Relación calidad-precio
Facilidad de uso
Asistencia al cliente

Probabilidad de recomendación: 8.0/10

Recomendación de usuario
7.7/10
Basado en 490 valoraciones de usuarios
Compara con las alternativas según las recomendaciones de los usuarios
Compara las alternativas

Precios de Insightly

Precios de Insightly

A partir de
USD 29.00/mes
Prueba gratis
Gratis
Suscripción
Relación calidad-precio
Relación calidad-precio
3.9/5
Basado en 490 valoraciones de usuarios
Compara las alternativas según la relación calidad-precio
Compara las alternativas

Funciones de Insightly

Funciones de Insightly

API
Base de datos de clientes
Campos personalizables
Creación de informes personalizables
Creación de informes y estadísticas
Creación de marca personalizable
Datos en tiempo real
Encuestas y comentarios
Gestión de calendarios
Gestión de contactos
Importación y exportación de datos
Integración de correo electrónico
Integración de redes sociales
Integración de terceros
Modelos personalizables
Notificaciones automáticas
Pagos electrónicos
Panel de actividades
Recordatorios
Seguimiento de actividades
Funciones
3.8/5
Basado en 490 valoraciones de usuarios
Compara con las alternativas según la valoración de características
Compara las alternativas

Categorías

Preguntas frecuentes sobre Insightly

Preguntas frecuentes sobre Insightly

He aquí algunas preguntas frecuentes sobre Insightly.

P. ¿Qué tipo de planes de precios ofrece Insightly?

Insightly ofrece los siguientes planes de precios:

A partir de: USD 29.00/mes

Modelo de precios: Gratis, Suscripción

Prueba gratis: Disponible

P. ¿Cuáles son las características principales de Insightly?

No tenemos información sobre las características de Insightly

P. ¿Quiénes son los usuarios habituales de Insightly?

Los clientes habituales de Insightly son:

Empresas pequeñas, Empresas Grandes, Sin ánimo de lucro, Trabajadores autónomos, Empresas medianas

P. ¿Qué idiomas admite Insightly?

Insightly admite los siguientes idiomas:

Español, Francés, Inglés, Portugués

P. ¿Insightly es compatible con dispositivos móviles?

Insightly admite los siguientes dispositivos:

Android, iPhone, iPad

P. ¿Con qué otras aplicaciones se integra Insightly?

Insightly se integra con las siguientes aplicaciones:

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

P. ¿Qué tipo de asistencia ofrece Insightly?

Insightly ofrece las siguientes opciones de asistencia:

Preguntas frecuentes, Base de conocimientos, Asistencia en línea, Tutoriales en vídeo, Foro