--- description: Tudo sobre Insightly: preço, alternativas, vantagens e desvantagens, funcionalidades e avaliações de outros usuários. Saiba mais! image: https://gdm-localsites-assets-gfprod.imgix.net/images/capterra/og_logo-e5a8c001ed0bd1bb922639230fcea71a.png?auto=format%2Cenhance%2Ccompress title: Insightly - Preço, avaliações e classificação - Capterra Brasil 2026 --- Breadcrumb: [Home](/) > [Sistemas CRM](/directory/2/customer-relationship-management/software) > [Insightly](/software/130671/insightly) # Insightly Canonical: https://www.capterra.com.br/software/130671/insightly Página: 1 / 27\ Próximo: [Próxima página](https://www.capterra.com.br/software/130671/insightly?page=2) > O Insightly foi desenvolvido para equipes em crescimento que desejam um CRM flexível e fácil de usar para centralizar e gerenciar os dados dos clientes. > > Conclusão: 654 usuários atribuíram a nota **4.0/5**. Melhor classificado para **Probabilidade de recomendação**. ----- ## Resumo ### Quem usa o Insightly? Organizações de qualquer setor que procuram um CRM fácil de usar, com gestão e entrega de projetos. Acompanhe tudo em uma mesma plataforma, desde clientes potenciais até projetos entregues. ## Estatísticas e notas | Métrica | Classificação | Detalhes | | **Geral** | **4.0/5** | 654 Avaliações | | Praticidade | 4.0/5 | Com base em avaliações gerais | | Suporte ao cliente | 3.8/5 | Com base em avaliações gerais | | Relação qualidade/preço | 4.0/5 | Com base em avaliações gerais | | Recursos | 3.9/5 | Com base em avaliações gerais | | Porcentagem de recomendação | 70% | (7/10 Probabilidade de recomendação) | ## Sobre o fornecedor - **Empresa**: Insightly - **Localização**: San Francisco, EUA - **Fundada**: 2010 ## Contexto comercial - **Preço inicial**: US$ 29,00 - **Modelo de preços**: (Teste grátis) - **Público-alvo**: Profissional autônomo, 2–10, 11–50, 51–200, 201–500, 501–1.000, 1.001–5.000, 5.001–10.000, 10.000+ - **Implantação e plataformas**: Nuvem, SaaS, baseado na web, Mac (desktop), Windows (desktop), Android (celular), iPhone (celular), iPad (tablet) - **Idiomas**: espanhol, francês, inglês, português - **Países disponíveis**: Alemanha, Austrália, Canadá, China, Estados Unidos, Japão, Nova Zelândia, Reino Unido, Índia ## Recursos - Acesso para Celular - Agendamento de compromissos - Alertas/notificações - Armazenamento de documentos - Automação de marketing - Banco de dados de contatos - Banco de dados do cliente - Campos personalizáveis - Captura de leads - Comentários/notas - Contatos compartilhados - Distribuição de leads - Ferramentas de colaboração - Geração de leads - Gerenciamento de contatos - Gerenciamento de e-mails - Gestão da atividade de vendas - Gestão de atribuições - Gestão de campanhas - Gestão de leads - Gestão de oportunidades - Gestão de tarefas - Gestão do fluxo de trabalho - Gestão do pipeline - Gestão do pipeline de vendas - Importação/exportação de dados - Indicadores de desempenho - Integração de terceiros - Lead Nurturing - Marketing por e-mail - Modelos personalizáveis - Orçamentos/estimativas - Painel de atividades - Para o setor de seguro - Pesquisa e filtro - Previsão - Previsão de vendas - Priorização - Processamento de lotes - Qualificação de leads - Rastreamento de interações - Rastreamento do projeto - Relatórios de vendas - Relatórios e análise de dados - Relatórios personalizáveis - Segmentação - Segmentação de leads - Sistema de calendário ou lembretes - Task Editing - Third-Party Integrations ## Integrações (118 no total) - 123FormBuilder - ActiveCampaign - ActiveDEMAND - Acuity Scheduling - Aircall - AnyMeeting - Asana - Benchmark Email - Bidsketch - BookingSync - Box - Brevo - CallRail - Campaign Monitor by Marigold - Chargebee ... e mais 103 integrações ## Opções de suporte - Email/Help Desk - FAQs/Fórum - Base de conhecimento - Suporte por telefone - Bate-papo ## Category - [Sistemas CRM](https://www.capterra.com.br/directory/2/customer-relationship-management/software) ## Categorias relacionadas - [Sistemas CRM](https://www.capterra.com.br/directory/2/customer-relationship-management/software) - [Software de Gestão de Projetos sem Fins Lucrativos](https://www.capterra.com.br/directory/32439/project-management-software-for-nonprofits/software) - [Sistemas de Previsão de Vendas](https://www.capterra.com.br/directory/30930/sales-forecasting/software) - [Software de Gestão de Contatos](https://www.capterra.com.br/directory/30016/contact-management/software) - [Software de Gestão de Leads](https://www.capterra.com.br/directory/30017/lead-management/software) ## Alternativas 1. [HubSpot CRM](https://www.capterra.com.br/software/152373/hubspot-crm) — 4.5/5 (4453 reviews) 2. [Zoho CRM](https://www.capterra.com.br/software/155928/zoho-crm) — 4.3/5 (6964 reviews) 3. [Bigin by Zoho CRM](https://www.capterra.com.br/software/204998/bigin-by-zoho-crm) — 4.7/5 (724 reviews) 4. [Salesforce Sales Cloud](https://www.capterra.com.br/software/61368/salesforce) — 4.4/5 (18768 reviews) 5. [Dynamics 365](https://www.capterra.com.br/software/157279/dynamics-365) — 4.4/5 (5811 reviews) ## Avaliações ### "Insightly developed to enhance our feeds" — 4.0/5 > **Denise** | *6 de setembro de 2022* | Publicidade e marketing | Taxa de recomendação: 9.0/10 > > **Vantagens**: 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. > > **Desvantagens**: 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. > > 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. ----- ### "Scalable CRM platform for businesses of all sizes" — 5.0/5 > **Avaliador Verificado** | *27 de junho de 2022* | Construção | Taxa de recomendação: 8.0/10 > > **Vantagens**: I really like how Insightly can be customized and scaled to fit the needs of the business. We are a mid size company and other CRMs were too robust and complicated. Insightly is just right. > > **Desvantagens**: I think it is kind of expensive per user. I would like to see a lower monthly cost per user. > > Insightly has been a beneficial addition to our sales and marketing efforts allowing us to easily store our contacts, leads, and projects in one platform. ----- ### "Insightly highs and lows" — 3.0/5 > **Matthew** | *12 de outubro de 2022* | Consultoria de gestão | Taxa de recomendação: 3.0/10 > > **Vantagens**: It is relatively intuitive easy to customise, easy to align to specific business needs. > > **Desvantagens**: Effective linkage of the databases that sit behind the product. If i log an activity for a against a contact that is part of an organisation, that activity will not be visible under the organisation. This is a big miss. There needs to be total linkage between all databases that sit within the system. There should be a hierarchy from Organisation to Contact to Project to Opportunity etc etc. This causes significant issues when trying to track client experience. Reporting No reports are drillable - they are simply static reports limiting their use. I constantly find myself needing to export a report to Excel so I can build a pivot table to effectively use it. User interface The user interface is very old fashioned and clunky. This is not just a statement about look and feel. When i create a report i get a list of objects with certain data that changes on a regular basis. So I need to select the item from within the report and change the value. But I cant do this quickly from within the report. I need to click on the item which then loads a separate page for the record. Then I need to click into that record which show all of the fields for the entire record. Then I need to click on the field in question, change it and then save it. I then need to close that page down and go back to the report page and refresh the page before this change is visible. This is a terrible UI and UX for a modern product today that is now significantly behind the the currently expected standard. ----- ### "Affordable CRM with the features you need" — 5.0/5 > **Jennifer** | *24 de agosto de 2023* | Seguros | Taxa de recomendação: 10.0/10 > > **Vantagens**: The ease of onboarding \& use. Ability to customize without having to use a developer > > **Desvantagens**: Nothing. All the features we needed, Insightly has. > > Has all the features a business needs like ease of use, robust reporting \& customizations without the high cost that comes other well known CRMs ----- ### "Brings all record-keeping together" — 4.0/5 > **Joshua** | *25 de dezembro de 2019* | Manutenção predial | Taxa de recomendação: 8.0/10 > > **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. > > 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. ----- Página: 1 / 27\ Próximo: [Próxima página](https://www.capterra.com.br/software/130671/insightly?page=2) ## Links - [Ver em Capterra](https://www.capterra.com.br/software/130671/insightly) ## Esta página está disponível nos seguintes idiomas | Localidade | URL | | de | | | de-AT | | | de-CH | | | en | | | en-AE | | | en-AU | | | en-CA | | | en-GB | | | en-IE | | | en-IL | | | en-IN | | | en-NZ | | | en-SG | | | en-ZA | | | es | | | es-AR | | | es-CL | | | es-CO | | | es-CR | | | es-DO | | | es-EC | | | es-MX | | | es-PA | | | es-PE | | | fr | | | fr-BE | | | fr-CA | | | fr-LU | | | it | | | ja | | | nb | | | nl | | | nl-BE | | | pt | | | pt-PT | | ----- ## Dados estruturados