Quem usa o Insightly?

Organizations in any industry looking for an easy to use yet powerful CRM with project management and delivery. Track everything from sales prospects to delivered projects in the same platform.

Conheça o Insightly

Insightly is a powerful, easy to use CRM software with native integrations to Gmail, Office 365, MailChimp, and other popular applications. With more than 1.5 million users worldwide in a variety of industries, small to mid-sized businesses use Insightly to manage opportunities at every stage of the sales process, link customer relationships, deliver projects, build quotes, and more.

Detalhes do Insightly

Insightly

http://www.insightly.com

Fundada em 2010

Preço do Insightly

O Insightly possui uma versão gratuita e oferece versão de teste grátis. Versão paga do Insightly a partir de US$ 29,00/mês.

Preço inicial

US$ 29,00/mês

Detalhes de preços

Free and paid plans starting at $29/user/month

Versão gratuita

Sim

Teste Grátis

Sim

Implantação

Nuvem, SaaS, web

Celular - iOS nativo

Celular - Android nativo

Formação

Ao vivo online

Webinars

Documentos

Assistência

Horário comercial

Online

Recursos do Insightly

Software CRM
Acesso para Celular
Armazenamento de documentos
Cotizações e propostas
Gestão de tarefas
Gestão territorial
Integração da automação de marketing
Integração de bate-papo interno
Integração de redes sociais
Lead Scoring
Marketing por e-mail
Segmentação
Sistema de calendário ou lembretes

Avaliações do Insightly

Exibindo 5 de 478 avaliações

Geral
3,9/5
Praticidade
4/5
Atendimento ao cliente
3,7/5
Recursos
3,8/5
Relação qualidade/preço
3,9/5
Elizabeth P.
Director, HR
Publicidade e marketing, 5.001-10.000 funcionários
Usou o software por: Mais de um ano
  • Classificação geral
    5/5
  • Praticidade
    4/5
  • Recursos e funcionalidades
    3/5
  • Atendimento ao cliente
    4/5
  • Relação qualidade/preço
    4/5
  • Probabilidade de recomendação
    9/10
  • Fonte da avaliação 
  • Avaliado em 26/02/2020

"Manage your business relationships with Insightly"

Comentários: 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.

Vantagens: 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.

Desvantagens: 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.

  • Fonte da avaliação 
  • Avaliado em 26/02/2020
Joshua K.
Owner
Manutenção predial, 2-10 funcionários
Usou o software por: Avaliação gratuita
  • Classificação geral
    4/5
  • Praticidade
    4/5
  • Recursos e funcionalidades
    4/5
  • Atendimento ao cliente
    Não avaliado
  • Relação qualidade/preço
    Não avaliado
  • Probabilidade de recomendação
    8/10
  • Fonte da avaliação 
  • Avaliado em 25/12/2019

"Brings all record-keeping together"

Comentários: 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.

Vantagens: 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.

Desvantagens: 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.

Resposta dos fornecedores

por Insightly em 30/12/2019

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!

  • Fonte da avaliação 
  • Avaliado em 25/12/2019
Harley D.
Owner
Construção, 2-10 funcionários
Usou o software por: Mais de dois anos
  • Classificação geral
    4/5
  • Praticidade
    4/5
  • Recursos e funcionalidades
    4/5
  • Atendimento ao cliente
    2/5
  • Relação qualidade/preço
    5/5
  • Probabilidade de recomendação
    8/10
  • Fonte da avaliação 
  • Fonte: SoftwareAdvice
  • Avaliado em 12/05/2020

"Excellent CRM for small Business"

Comentários: I use this as my personal CRM, so if a customizeable CRM is not required this is certainly an option

Vantagens: Extremely inexpensive software for small business with good bulk mailing features and document storage.

Desvantagens: Customizing is limited and navigation sometimes a little clumsy and non intuitive, I wish it contained a split screen for some of the functions.

  • Fonte da avaliação 
  • Fonte: SoftwareAdvice
  • Avaliado em 12/05/2020
Iain M.
COO and Technical Director
Consultoria de gestão, 51-200 funcionários
Usou o software por: Mais de dois anos
  • Classificação geral
    3/5
  • Praticidade
    4/5
  • Recursos e funcionalidades
    2/5
  • Atendimento ao cliente
    2/5
  • Relação qualidade/preço
    5/5
  • Probabilidade de recomendação
    5/10
  • Fonte da avaliação 
  • Fonte: GetApp
  • Avaliado em 05/10/2016

"Long time user verging toward long-suffering user"

Comentários: 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.

Vantagens: 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.

Desvantagens: 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.

Resposta dos fornecedores

por Insightly em 09/10/2016

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.

  • Fonte da avaliação 
  • Fonte: GetApp
  • Avaliado em 05/10/2016
Nezar K.
Sales Manager
Emprego e contratação, 51-200 funcionários
Usou o software por: Mais de dois anos
  • Classificação geral
    4/5
  • Praticidade
    3/5
  • Recursos e funcionalidades
    4/5
  • Atendimento ao cliente
    3/5
  • Relação qualidade/preço
    4/5
  • Probabilidade de recomendação
    8/10
  • Fonte da avaliação 
  • Avaliado em 25/07/2019

"Effective and Affordable"

Comentários: Overall for small or medium size sales organizations, this is a great vehicle to ensure all opportunities are documented and tracked. Scheduling follow up ensures that communication errors are mitigated and the email templates support marketing initiatives.

Vantagens: The software offers many free features that others charge. It is excellent for a small business on an operational budget but can easily enhance when necessary. Automated marketing email templates are effective and easy to use. The system also integrates well with other marketing products. The dashboard gives a snapshot of your sales opportunities and the user can customize.

Desvantagens: Documenting phone call attempts and connects take too many steps. The Task portion is a bit complicated and again requires too many steps.

Resposta dos fornecedores

por Insightly em 16/08/2019

Hi Nezar,
Thank you for the feedback!!!

  • Fonte da avaliação 
  • Avaliado em 25/07/2019