
Sobre o Insightly
The world’s most popular CRM software for Google and Office 365 users, Insightly is the CRM of choice for growing teams across all industries, including manufacturing, professional services, media & communications, technology, and construction.
With Insightly, all your critical sales and business data—leads, contacts, emails, events, quotes, projects, tasks, sales opportunities, and business reports—are organized and secure in one place. As a result, you and your team have the most up-to-date customer information at your fingertips at all times, helping you align teams, speed up the sales cycle, and provide consistently great customer experience throughout the entire customer journey.
Use Insightly’s custom objects and apps to tailor workflows and processes to your unique business needs and preferences, ensuring high adoption and satisfaction. Easily integrate Insightly with other tools, including email, file management, accounting, and messaging platforms. For any other integrations, Insightly offers an open (and free) RESTful API, webhooks, or Lambda functions to enable seamless data synchronization.
Preços a partir de:
29,00 US$/mês
- Versão gratuita
- Teste Grátis
- Assinatura
5 principais alternativas ao Insightly
Principais benefícios do Insightly
Insightly accelerates sales by:
Collaborating across the organization with centralized customer data
Ensuring adoption with an intuitive and user-friendly UI
Growing your business faster with lead management and automated workflow
Insightly builds relationships by:
Understanding complex organizational relationships with flexible record linking
Tracking frequency of interactions by linking emails, proposals, etc. to contacts, orgs
Increasing sales efficiency by focusing on relationship gaps
Insightly delivers projects by:
Coordinating employee, contractor, and partner activity with task management
Driving productivity with templated tasks and events
Automatically generating tasks, events, emails, and update milestone statuses
Dispositivos
Porte da empresa
Mercados
Austrália, Canadá, China, Alemanha, Reino Unido, Índia, Japão, Nova Zelândia, Estados Unidos e outros 4
Idiomas
espanhol, francês, inglês, português
Preços a partir de:
29,00 US$/mês
- Versão gratuita
- Teste Grátis
- Assinatura
5 principais alternativas ao Insightly
Imagens







Recursos
Total de recursos do Insightly: 129
Alternativas
Salesforce Sales Cloud

Pipedrive

HubSpot CRM

Bitrix24

Avaliações
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- Setor: Serviços e tecnologia da informação
- Porte da empresa: 10 000+ funcionários
- Usado Diariamente durante Mais de um ano
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Fonte da avaliação
Classificação geral
- Relação qualidade/preço
- Praticidade
- Suporte ao cliente
- Probabilidade de recomendação 10.0 /10
A reliable and completely user-friendly tool with immense productivity.
Avaliado em 24/07/2019
Insightly CRM offers a wide range of services for our business to improve our customer services and...
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.
Vantagens
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.
Desvantagens
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.
Resposta do Insightly
Hi Susan,
Thank you for the feedback. The Chrome Extension you're talking about is actually sunset. Try the new Add-On. :)

- Setor: Manutenção predial
- Porte da empresa: 2-10 funcionários
- Usado Diariamente durante Avaliação gratuita
-
Fonte da avaliação
Classificação geral
- Praticidade
- Probabilidade de recomendação 8.0 /10
Brings all record-keeping together
Avaliado em 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.
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.
Alternativas consideradas
Salesforce Sales CloudRazões para mudar para o Insightly
Salesforce was not transparent in their pricing. Also, my colleague told me that she heard Salesforce is difficult to set up.Resposta do 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!
- Setor: Consultoria de gestão
- Porte da empresa: 51-200 funcionários
- Usado Diariamente durante Mais de dois anos
-
Fonte da avaliação
Classificação geral
- Relação qualidade/preço
- Praticidade
- Suporte ao cliente
- Probabilidade de recomendação 5.0 /10
Long time user verging toward long-suffering user
Avaliado em 05/10/2016
This is a product I wanted to like so much. We have been using Insightly for many years. We were...
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 do 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.

- Setor: Consultoria de gestão
- Porte da empresa: 11-50 funcionários
- Usado Semanal durante Mais de dois anos
-
Fonte da avaliação
Classificação geral
- Relação qualidade/preço
- Praticidade
- Probabilidade de recomendação 7.0 /10
Insightly : a good option to start with cloud based CRMs for Small businesses
Avaliado em 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.
Vantagens
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.
Desvantagens
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.
Alternativas consideradas
Vtiger CRM, Zoho CRM, Salesforce Sales Cloud, Salesforce Retail CRM, Bitrix24 e HubSpot CRMRazões para mudar para o 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.- Setor: Emprego e contratação
- Porte da empresa: 51-200 funcionários
- Usado Diariamente durante Mais de dois anos
-
Fonte da avaliação
Classificação geral
- Relação qualidade/preço
- Praticidade
- Suporte ao cliente
- Probabilidade de recomendação 8.0 /10
Effective and Affordable
Avaliado em 25/07/2019
Overall for small or medium size sales organizations, this is a great vehicle to ensure all...
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.
Razões para mudar para o Insightly
More enhanced features are included without additional costs.Resposta do Insightly
Hi Nezar,
Thank you for the feedback!!!
Perguntas frequentes sobre o Insightly
Abaixo estão algumas perguntas frequentes sobre o Insightly.P: Que tipo de planos o Insightly oferece?
O Insightly oferece os seguintes planos de pagamento:
- A partir de: 29,00 US$/mês
- Modelo de preços: Versão gratuita, Assinatura
- Avaliação gratuita: Disponível
Free: $0 (Free for up to 2 users) Plus $29/user/month (billed annually) Professional $49/user/month (billed annually) Enterprise $99/user/month (billed annually)
P: Quem costuma usar o Insightly?
Os clientes habituais do Insightly são:
Profissional autônomo, 2-10, 11-50, 51-200, 201-500, 501-1 000, 1 001-5 000
P: Em que idioma o Insightly está?
O Insightly está nos seguintes idiomas:
espanhol, francês, inglês, português
P: O Insightly é compatível com disponíveis móveis?
O Insightly é compatível com os seguintes dispositivos:
Android (celular), iPhone (celular), iPad (tablet)
P: O Insightly se integra com quais outros aplicativos?
O Insightly se integra com os seguintes aplicativos:
10to8, 123FormBuilder, ActiveCampaign, ActiveDEMAND, Acuity Scheduling, Aircall, AnyMeeting, Asana, Automate.io, Benchmark Email, Bidsketch, BookingSync, Box, CallRail, Campaign Monitor, Chargebee, Clio, ConnectWise Manage, Constant Contact, Contactually, Cyclr, Dasheroo, Debitoor, Delivra, Direct Mail, DirectIQ Email Marketing, Drip, Dropbox Business, EZ Texting, Emma, 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, Keap, Kissflow Digital Workplace, Kixie PowerCall, Kustomer, Lead Liaison, LiquidPlanner, Mad Mimi, MailUp, Mailchimp, MailerLite, Marketo Engage, Mavenlink, Membrain, Meta for Business, Microsoft 365, Microsoft Outlook, Microsoft Power BI, Mojo Helpdesk, Myphoner, OmniFocus, OneDrive, Operations Hub, Outreach, PandaDoc, Pardot, PersistIQ, Podio, Process Street, Proposable, Proposify, Pure Chat, Quickbooks Online, Quote Roller, Quotient, Recurly, Reply, Robly, Sage Business Cloud, SalesforceIQ, ScheduleOnce, SendGrid, Sendinblue, ServiceM8, Setmore, SharpSpring from Constant Contact, Shopify, Slack, Slemma, Stripe, SugarCRM, SupportBee, Teamwork, Teamwork Desk, TimeCamp, Todoist, Toky, Toodledo, TractionNext, Trello, Typeform, Wave Accounting, WebMerge, Wishpond, Wufoo, Xero, YouCanBook.me, Zapier, Zendesk, Zendesk Sell, Zoho Books, Zoho CRM, Zoho Invoice, dotdigital Engagement Cloud, dotloop, noCRM.io
P: Que nível de suporte o Insightly oferece?
O Insightly oferece as seguintes opções de suporte:
Email/Help Desk, FAQs/Fórum, Base de conhecimento, Bate-papo
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