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

P M G

Mercados

Austrália, Canadá, China, Alemanha, Reino Unido, Índia, Japão, Nova Zelândia, Estados Unidos

Idiomas

espanhol, francês, inglês, português

Preços a partir de:

29,00 US$/mês

  • Versão gratuita
  • Teste Grátis
  • Assinatura

5 principais alternativas ao Insightly

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Recursos

Total de recursos do Insightly: 129

  • API
  • Acesso para Celular
  • Acompanhamento de atividades
  • Agendamento de compromissos
  • Agendamento de tarefas
  • Alertas/notificações
  • Análise de dados do atendimento ao cliente
  • Análise de dados em tempo real
  • Análise de dados visual
  • Análise de tendências de vendas
  • Análise estatística
  • Apresentação de dados gráficos
  • Armazenamento de documentos
  • Arrastar e soltar
  • Atualização em tempo real
  • Automação de marketing
  • Ações ativadas por eventos
  • Banco de dados de contatos
  • Banco de dados do cliente
  • CRM
  • Campos personalizáveis
  • Captura de leads
  • Catalogação/Categorização
  • Comentários/notas
  • Compartilhamento de arquivos
  • Contatos compartilhados
  • Controle de respostas por e-mail
  • Controle do progresso de tarefas
  • Controles/permissões de acesso
  • Criação de painel
  • Dados em tempo real
  • Definição e seguimento de objetivos
  • Digitalização de cartão de visitas/crachás
  • Distribuição de leads
  • Ferramentas de colaboração
  • Ferramentas de prospecção
  • Fluxo de trabalho configurável
  • Fluxo de trabalho do projeto
  • Formulários na Internet
  • Geração de leads
  • Geração de propostas
  • Gerenciamento de arquivos
  • Gerenciamento de contatos
  • Gerenciamento de documentos
  • Gerenciamento de e-mails
  • Gestão da atividade de vendas
  • Gestão de atribuições
  • Gestão de calendários
  • Gestão de campanhas
  • Gestão de chamadas
  • Gestão de comissões
  • Gestão de contratos e licenças
  • Gestão de leads
  • Gestão de modelos
  • Gestão de oportunidades
  • Gestão de orçamento
  • Gestão de tarefas
  • Gestão de vendas de campo
  • Gestão do fluxo de trabalho
  • Gestão do pipeline
  • Gestão do pipeline de vendas
  • Gestão territorial
  • Imagem de marca personalizável
  • Implantação baseada na web
  • Importação/exportação de dados
  • Indicadores de desempenho
  • Integração de bate-papo interno
  • Integração de redes sociais
  • Integração de terceiros
  • Integrações de terceiros
  • Lead Nurturing
  • Lembretes
  • Listas de tarefas
  • Marcação
  • Marketing por e-mail
  • Modelagem dinâmica
  • Modelagem e simulação
  • Modelos de e-mails
  • Modelos de projetos
  • Modelos personalizáveis
  • Monitoramento do progresso
  • Múltiplas moedas
  • Notificações em tempo real
  • Orçamentos/estimativas
  • Painel
  • Painel de atividades
  • Para dispositivos Mac
  • Para dispositivos iPad
  • Para o setor de seguro
  • Para startups
  • Participação do cliente
  • Permissões por função
  • Pesquisa e filtro
  • Planejamento de projetos
  • Planejamento de tarefas
  • Planificação/Programação de projetos
  • Portal de autoatendimento
  • Previsão
  • Previsão de vendas
  • Priorização
  • Processamento de lotes
  • Projeções
  • Quadro kanban
  • Qualificação de leads
  • Rastreamento de e-mails
  • Rastreamento de fonte
  • Rastreamento de interações
  • Rastreamento de percentual de progressão
  • Rastreamento de recomendações
  • Rastreamento do projeto
  • Relatórios de vendas
  • Relatórios do pipeline
  • Relatórios e análise de dados
  • Relatórios e estatística
  • Relatórios em tempo real
  • Relatórios personalizáveis
  • Roteamento
  • Segmentação
  • Segmentação de clientes
  • Segmentação de leads
  • Seguimento de relatórios/projetos
  • Seguimento de status
  • Sincronização de calendários
  • Sincronização de dados
  • Sistema de calendário ou lembretes
  • Suporte do cliente
  • Tarefas recorrentes
  • Visualização de Gantt/linha do tempo
  • Visualização de dados

Alternativas

Salesforce Sales Cloud

4,4
#1 alternativa ao Insightly
Diga olá à plataforma de gestão do relacionamento com o cliente (CRM) número 1 do mundo. Gerencie todas as etapas do...

Pipedrive

4,5
#2 alternativa ao Insightly
O Pipedrive é uma ferramenta de gestão do relacionamento com o cliente (CRM na sigla em inglês) e gestão de pipeline...

HubSpot CRM

4,5
#3 alternativa ao Insightly
Economize tempo valioso de vendas com o HubSpot CRM que cuida de todos os pequenos detalhes de gravação de chamadas,...

Bitrix24

4,1
#4 alternativa ao Insightly
O Bitrix24 é uma plataforma gratuita de colaboração com código aberto e na nuvem, que oferece ferramentas de CRM,...

Avaliações

Classificação geral

3,9 /5
(497)
Relação qualidade/preço
3,9/5
Recursos
3,8/5
Praticidade
3,9/5
Suporte ao cliente
3,7/5

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Exibindo 5 avaliações de 497
Susan A.
Classificação geral
  • Setor: Serviços e tecnologia da informação
  • Porte da empresa: 10 000+ funcionários
  • Usado Diariamente durante Mais de um ano
  • 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. :)

Joshua K.
Classificação geral
  • 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 Cloud

Razões 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!

Iain M.
Classificação geral
  • 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.

Tarek B.
Classificação geral
  • 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.

Razões 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.
Nezar K.
Classificação geral
  • 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.

Alternativas consideradas

Pipedrive, Nimble e Bitrix24

Razões para mudar para o Insightly

More enhanced features are included without additional costs.

Resposta do Insightly

Hi Nezar,
Thank you for the feedback!!!

Exibindo 5 avaliações de 497 Leia todas as avaliações

Perguntas frequentes sobre o Insightly

Abaixo estão algumas perguntas frequentes sobre o Insightly.

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)

Os clientes habituais do Insightly são:

Profissional autônomo, 2-10, 11-50, 51-200, 201-500, 501-1 000, 1 001-5 000

O Insightly está nos seguintes idiomas:

espanhol, francês, inglês, português

O Insightly é compatível com os seguintes dispositivos:

Android (celular), iPhone (celular), iPad (tablet)

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

O Insightly oferece as seguintes opções de suporte:

Email/Help Desk, FAQs/Fórum, Base de conhecimento, Bate-papo

Categorias relacionadas

Veja todas as categorias de software encontradas para Insightly.