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Sobre Insightly

La solución CRM para empresas en crecimiento para capturar nuevos negocios, rastrear la interacción postventa con el cliente y la entrega de proyectos.

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Puntos a favor:

Insightly is very user-friendly. With perfect minimalistic design, it still has everything you probably need for contact management.

Puntos en contra:

Hard to think of many drawbacks with this CRM.

Valoraciones de Insightly

Evaluación media

Facilidad de uso
4,0
Atención al cliente
3,8
Funcionalidades
3,9
Relación calidad-precio
4,0

Probabilidad de recomendación

7,5/10

Insightly tiene una valoración global de 4,0 estrellas sobre 5 según las 650 opiniones de usuarios de Capterra.

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Filtrar opiniones (650)

Mónica
Mónica
CEO en España
Usuario de Linkedin verificado
Marketing y publicidad, Trabajador autónomo
Ha utilizado el software durante: 1-5 meses
Fuente de la opinión

Alternativas consideradas previamente:

Herramienta completa para gestión de ventas

5,0 el año pasado

Puntos a favor:

Lo puedes integrar con apps de uso diario como Gmail, mailchimp y outlook. Ofrece una variedad de herramientas para la gestión de proyectos, desde la creación de tareas y seguimiento de tiempo, hasta el establecimiento de objetivos y fechas límite. En este sentido es bastante completa. También automatiza procesos

Puntos en contra:

Me ha resultado difícil de aprender y un poco complicada. Te da muchos usos para personalizar y a veces es mejor que cuanto más simple sea, más efectiva para el uso diario.

Jenniffer
Emprendimiento en Ecuador
Ropa y moda, Trabajador autónomo
Ha utilizado el software durante: 6-12 meses
Fuente de la opinión

La mejor aplicación Insightly

5,0 hace 2 años

Comentarios: La aplicación hasta ahora no tiene ninguna queja al contrario funciona de maravilla

Puntos a favor:

Que tiene funciones impactantes a más de eso es muy sencilla de utilizar

Puntos en contra:

No tengo quejas al respecto esta aplicación es una maravilla

Jennifer
Jennifer
Vice President business development en EE. UU.
Usuario de Linkedin verificado
Seguros, 51-200 empleados
Ha utilizado el software durante: Más de un año
Fuente de la opinión

Alternativas consideradas previamente:

Affordable CRM with the features you need

5,0 hace 9 meses

Comentarios: Has all the features a business needs like ease of use, robust reporting & customizations without the high cost that comes other well known CRMs

Puntos a favor:

The ease of onboarding & use. Ability to customize without having to use a developer

Puntos en contra:

Nothing. All the features we needed, Insightly has.

Jamie
Head of Growth en RU
Software informático, 11-50 empleados
Ha utilizado el software durante: 6-12 meses
Fuente de la opinión

Decent CRM but requires discipline

4,0 hace 2 semanas Nuevo

Comentarios: Insightly was being used for various marketing and sales data processing and activation tasks when I joined, and the account was a real mess because there was little control over who could edit which fields. As a result, no-one was following a consistent lead and opportunity management process, things like date fields became a nightmare because when exporting leads, some appeared to be using US date format and some using UK format, so identifying recent leads & opps was tricky.

Puntos a favor:

The sales pipeline views were good because you could have lots of different pipeline views with filters and segmentation options applied without having to add them every time. It was easy to see pipeline value, create new fields and to move opps from one stage to another. Equally it was great for setting up automated email follow ups from demos and integrate with lots of other tools.

Puntos en contra:

The lack of user management and access customisation means it is too easy to let poor spiral out of control and ruin your data. Equally the dashboards/Reports section really needs work as it’s unnecessarily difficult to create reports and dashboards for very simple metrics.

Respuesta de Insightly

hace 2 semanas

Hey Jamie! Thanks for your review. Glad to know you see the significant power of Insightly, when configured correctly, to support your team. We would love to learn more about your concerns regarding user management and customization as several options are available based on your plan level. Please reach out to me or Growth@insight.ly with discuss.

Matthew
Head of Client Engagement & Services en RU
Consultoría de gestión, 11-50 empleados
Ha utilizado el software durante: Más de dos años
Fuente de la opinión

Insightly highs and lows

3,0 hace 2 años

Puntos a favor:

It is relatively intuitive easy to customise, easy to align to specific business needs.

Puntos en contra:

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.

Ethan
VP en EE. UU.
Construcción, 11-50 empleados
Ha utilizado el software durante: Más de un año
Fuente de la opinión

Alternativas consideradas previamente:

Good Competitor Product

4,0 hace 3 meses

Puntos a favor:

Fairly easy to setup. The adoption rate is slow because a lot of apps are not available for it especially in an industry that is newer.

Puntos en contra:

Objects do not talk to eachother making reporting extremely difficult

Nancy
Program Specialist en EE. UU.
Gestión de organizaciones sin ánimo de lucro, 2-10 empleados
Ha utilizado el software durante: Más de dos años
Fuente de la opinión

Insightly Works GREAT for our Org

5,0 el mes pasado Nuevo

Comentarios: We have evolved from the early days of our organization and Insightly has evolved with us. As we learn its capabilities, we continue to find functions and create objects that increase our efficiency every day.

Puntos a favor:

We have used Insightly for 8 years now and it has been so user-friendly to build our Program database. From the customizable fields to the reporting features, it does everything we need for it to do. Insightly has helped us to streamline our processes, making our mission easier to manage every day. And the reporting features have allowed us to provide every kind of data to generous supporters who in turn donate to our mission.

Puntos en contra:

To get some of the features we are using today, the cost has increased significantly.

Respuesta de Insightly

el mes pasado

Hey, Nancy! It's awesome to hear how Insightly has been rocking it for your organization for 8 years! Sounds like we've managed to truly partner with your team in building and managing your business. Streamlining processes and making your mission more manageable every day? That's what I call a win! Thanks for sharing your experience—it's super helpful for folks looking for a CRM that can keep up with their growth.

Andrew
Andrew
Managing Director en RU
Usuario de Linkedin verificado
Software informático, 11-50 empleados
Ha utilizado el software durante: 6-12 meses
Fuente de la opinión

A fairly reasonable CRM for a small business

3,0 hace 2 años

Comentarios: It's a fairly easy to use platform for a company who doesn't need the complexity, cost and extraneous functionality of something like Salesforce. However for some of the tasks we need it for, there are often gaps in the UI and areas where the documentation is severely lacking. The support team are slow and very unhelpful, often trying to push professional services rather than resolving issues.

Puntos a favor:

It's pretty easy to use for the most part so less technically able staff can use it with relatively few issues.

Puntos en contra:

The documentation is quite lacking and mostly quite outdated. Their support is extremely poor and is often used as leverage to sell professional services.

Respuesta de Insightly

hace 2 años

Hello Andrew, Thanks for taking the time to review Insightly. While I'm glad you've had some success leveraging the CRM due to the price point and simplicity, I'm sorry to hear about your challenges with support and documentation. If you're willing, I'd love to gather more information about your specific case and see if there's anything we can do to help.

Matthew
School Support Lead en RU
Tecnología y servicios de la información, 2-10 empleados
Ha utilizado el software durante: Más de dos años
Fuente de la opinión

Super Easy

4,0 hace 4 semanas Nuevo

Puntos a favor:

Insighty is super easy to use. Being able to set tasks to know who you are chasing/following up means that it's all in one place and you do not have to depend on your outlook calender.

Puntos en contra:

Reports are good but can be a bit difficult to set up.

Usuario verificado
Usuario de Linkedin verificado
Marketing y publicidad, 1.001-5.000 empleados
Ha utilizado el software durante: Prueba gratis
Fuente de la opinión

A fair CRM tool but needs some improvement

4,0 hace 2 meses Nuevo

Puntos a favor:

1. Good UI 2. Works in less bandwidth 3. Easy to operate 4. Flexible product team

Puntos en contra:

1. Relatively expensive 2. App is not optimised 3. Should work according to clients’ workspace/ availability 4. Should have AI integration

Michele
Account Manager and Exec Admin en EE. UU.
Consultoría de gestión, 11-50 empleados
Ha utilizado el software durante: Más de un año
Fuente de la opinión

Insightly is Great!

4,0 el mes pasado Nuevo

Puntos a favor:

The visual simplicity and the ease of use for end users

Puntos en contra:

Ramp time to understand how to best use it to get what I want done.

Jake
Jake
Global Marketing Manager en RU
Usuario de Linkedin verificado
Transporte/transporte en camión/ferrocarril, 11-50 empleados
Ha utilizado el software durante: Prueba gratis
Fuente de la opinión

A good option for SMEs

4,0 hace 2 meses Nuevo

Comentarios: A good value option for SMEs- it will cover the basic functions you need and enable you to run basic marketing campaigns but won't give the added functionality of the more complex options out there. At the same time, it is priced quite low at the entry level so may fit your needs!

Puntos a favor:

It covers all the bases- customisation, data import and export and all the basic features you would expect and I found it intuitive to use

Puntos en contra:

It is lacking in some areas- automation workflows for marketing campaigns, and lead scporing on the entry level offer

Anne
Director Operations en EE. UU.
Formación profesional y coaching, 2-10 empleados
Ha utilizado el software durante: Más de un año
Fuente de la opinión

Alternativas consideradas previamente:

Customizing Insightly

4,0 hace 2 años

Comentarios: I think it is a great, affordable product. I'm disappointed in the Customer Care response (or lack thereof). The Customer Support team is great. They can troubleshoot and fix items. Customer Care is required if you are trying to better/best use the product. I think that group needs some work. Anyone customizing the product should be confident that Insightly knows how it will be used for user's business and that may mean more questions upfront, better understanding of a client's business.

Puntos a favor:

That we could customize. We were able to make this software work for our needs, which were a bit different than how the typical sales team might. We can track our orders and do great reporting. Dashboards are very nice feature. Ability to customize pipelines very helpful and visuals are great. Customer support team is helpful and responsive.

Puntos en contra:

Integration with our needs was a bit difficult. Our sales person seemed to understand what we needed to accomplish but I don't think the customer care person is as savvy. Customization is great, but if it impacts how you can report items or get most accurate data, user needs to understand that. We got creative in how we used items and where possible, didn't customize, just repurposed so we got the benefit of the connections Insightly makes. In our haste to be up and using, I don't think enough time was spent on that and rework was involved.

Natalie
Operations & Training Manager en EE. UU.
Construcción, 11-50 empleados
Ha utilizado el software durante: Más de dos años
Fuente de la opinión

Alternativas consideradas previamente:

Insightly - We're Back Again

5,0 el año pasado

Comentarios: We love Insightly and have solved the major issue of project management as well as integration with Quickbooks so we can have a high level overview of each project, opportunity, and where we are with the quickbooks billing. It saves us a lot of time and removes a lot of human error in our processes as well.

Puntos a favor:

The ease of tracking multiple types of projects and stages of the project and the visibility of each project's status. We tried Hubspot for two years and came back with Insightly as it was so much better to use.

Puntos en contra:

The marketing function, and the products, pricebooks, and quotes could use some additional features compared to their competition. They aren't as easy to use and can be clunky at times.

Jonathan
Executive Director en EE. UU.
Gestión de organizaciones sin ánimo de lucro, 2-10 empleados
Ha utilizado el software durante: Más de dos años
Fuente de la opinión

Alternativas consideradas previamente:

8- year customer still finding ways insightly can improve our efficencies

5,0 hace 2 años

Comentarios: Insightly has replaced our Outlook contact lists entirely. It also manages and tracks our teams progress on projects, events, and programs much better than using spreadsheets or other options we looked at.

Puntos a favor:

CRM and contact management is fantastic. Our entire team has the mobile app and we can update info on the fly and everyone gets it at the same time. We use the Project Management tool daily to track and organize our work in a variety of areas. Pipelines ensure we don't miss any steps in our standardized processes.

Puntos en contra:

The learning curve was steeper than we expected. With customer support's help (which has been very good) we are now in a place where the software is saving us time and continually making our work more efficient.

Carolyn
Carolyn
Manager en Nueva Zelanda
Recaudación de fondos, 2-10 empleados
Ha utilizado el software durante: Más de dos años
Fuente de la opinión

Alternativas consideradas previamente:

intuitive and easy to use

5,0 hace 5 años

Puntos a favor:

easy to customise pipeline, good online information support

Puntos en contra:

unable to customise reports to the extent we need

Michelle
Business & Marketing Coordinator en EE. UU.
Educación primaria/secundaria, 11-50 empleados
Ha utilizado el software durante: Más de dos años
Fuente de la opinión

Alternativas consideradas previamente:

Allows us to grow into our needs

5,0 hace 2 años

Comentarios: Great! It suits our needs perfectly.

Puntos a favor:

It can be used in simple form or allows us to enable more features as our needs grow.

Puntos en contra:

There are certain limitations with customizability, but Insightly often addresses these and rolls out features updates.

Kevin
Sr Director en EE. UU.
Transporte/transporte en camión/ferrocarril, 1.001-5.000 empleados
Ha utilizado el software durante: Más de dos años
Fuente de la opinión

Insightly is sales incite.

5,0 el año pasado

Comentarios: Very positive and strongly recommend to other users.

Puntos a favor:

The self-served ability to customize our pipeline by service offering.

Puntos en contra:

Service after the sale to help us understand the other suite of services that we are not using well or at all.

Anupam
Salea Executive en India
Productos farmacéuticos, 51-200 empleados
Ha utilizado el software durante: Más de un año
Fuente de la opinión

Alternativas consideradas previamente:

Insightly review

2,0 el año pasado

Comentarios: Overall experience is not good as compared to Netsuite by Oracle or Salesforce.

Puntos a favor:

The software looks good, and easy to use.

Puntos en contra:

The software stuck a lot when multiple users use at same time.Software stuck when we edit 2 things fastly and jumping to another option.When we upload leads most of the time leads upload twice which makes duplicate leads.There is no option of task reminder.There is no option of timing when the notes added at that particular date.

Amber
Project Manager en EE. UU.
Servicios, 51-200 empleados
Ha utilizado el software durante: Más de dos años
Fuente de la opinión

Insightly>Not just a CRM Tool but a Partnership

5,0 el año pasado

Comentarios: The Insightly team are some of my favorite people. They are always willing to help and assist with the company objectives we are working on. In my opinion, customer service and support are key in any partnership and Insightly makes us feel valued and like we are partners. My experience with the tool and Insightly is absolutely a positive one!

Puntos a favor:

First, the simplicity of Insightly has been key in internal adoption of the tool for the company. Insightly is my go to tool for keeping my day planned with tasks. Secondly, the customization Insightly allows with the custom objects has really allowed a level of visibility within the company that we simply did not have prior to partnering with them. This tool is quickly becoming a key focus for the organization as it allows for the operational team to automate key operational processes which in turn increases quality, decreases risk, and decreases labor costs.

Puntos en contra:

Expanding the automated workflow options would be of great value to organizations. Additionally, the limitation on page layout rules can be challenging. Making this unlimited would be a preference for the organization.

David
owner en EE. UU.
Comercio minorista, 2-10 empleados
Ha utilizado el software durante: Más de dos años
Fuente de la opinión

Easy to implement and it's very affordable

4,0 hace 6 años

Comentarios: Keeps thing organized, the price is right.

Puntos a favor:

We've been using it for 5 years. Small Retail online/brick mortar for customer follow up. 3 users, it makes it easy to follow and get updates about tasks. the gadget that interfaces with gmail is convenient.

Puntos en contra:

My staff that are in their 20's say the new UI is confusing and harder to use, so we stay with the older UI. The side bar chrome extension was suppose to make things easy but after trying it for a month my staff avoids it. Customer service is mediocre , they only wanted to help if I were going to upgrade to a higher level. I wanted to fist resolve over 700 contact dups. They said I had to do it manually! Emailing - Bcc'ing insightly each time I send an email seems so old style. When I get a rely the email does not go into the same thread, seems to me that is standard now a days. I've been using it so long I know what it's missing so we take extra notes or have links from the email in the notes so other staff can see or find the thread.

John
Regional Manager en EE. UU.
Tecnología y servicios de la información, 2-10 empleados
Ha utilizado el software durante: 6-12 meses
Fuente de la opinión

CRM software that promises ease of use, but just can't seem to deliver

3,0 hace 6 años

Comentarios: Insightly's CRM software has been essential for our sales reporting and tracking requirements.

Puntos a favor:

The dashboard interface is convenient and graphically easy to navigate, and it is an attractive interface. Some of the sections are simple and understandable by anyone first using the software.

Puntos en contra:

It is difficult to generate reports unless those reports have been pre-configured. To generate a new report requires a substantial amount of input in fields which are not easy to understand. Though the dashboard is easy to understand and navigate, many of the other opening pages are not. And it offers some very confusing pop-ups, such as in "Projects" it asks you to "Check out the Kanban view for projects" without explanation of what exactly the "Kanban" is. Additionally, if you enter a sales lead, it is very difficult to convert it to an "opportunity." Also, when you create a new contact and associate it with an existing company or account, you wold expect it to give you the option of importing the account's address and phone numbers to the new contact's fields -- but it doesn't, and you have to enter those again. Finally, I do wish there were more "help" menus (question marks) surrounding some of the entry fields that you could click for an instant explanation or guide.

Walter
co-director en EE. UU.
Gestión de organizaciones sin ánimo de lucro, 2-10 empleados
Ha utilizado el software durante: Más de dos años
Fuente de la opinión

my review

4,0 hace 5 años

Comentarios: coordination of our efforts. we have raised our planning horizon to 2 or 3 weeks out. We do a significant amount of USPS mailings through the year, approx 15,000 letters. Insightly has ignored the problem and has left it up to us to plod our way through a process they could drastically reduce.

Puntos a favor:

Connectivity of all its functions. Speed of accessing data

Puntos en contra:

Too many pebbles in the shoe! They move on with the sizzle, but ignore the steak.

Kevin
President
Consultoría de gestión, 2-10 empleados
Ha utilizado el software durante: 1-5 meses
Fuente de la opinión
Fuente: SoftwareAdvice

Great Potential, Lack of Foresight

4,0 hace 8 años

Comentarios: In general, the product is easy to learn and use. It has the potential to be great with just a few changes, but the programmers don't see the possibilities.

Puntos a favor:

Great cost. Fairly powerful CRM system and reasonably intuitive to use.

Puntos en contra:

Whenever you push events from your Google calendar to Insightly, the Insightly calendar makes it private with no display of time, so nobody else can see it. It just disappears for everyone else. Likewise, any event you put on Insightly marked private doesn't show on the calendar as busy. It just disappears for everyone else. So, this bug makes the calendar essentially useless for showing team member availability and for scheduling. It also prevents other scheduling app integrations from functioning properly. Tasks are simply Events that don't have a start and end time. Events should act just like Tasks and be reported the same way. A simple solution is to scrap Events altogether and simply take the code used to create beginning and ending times on Events and apply that to Tasks as an option. The Task reports and all its functionality are great. Events is a little better, but generally poor. It's not needed if the features of Events are simply added to Tasks. This would make managing tasks and events in projects incredibly easy and much better than now. Right now, you have to use another program to manage simple workflows because this is so inadequate and inflexible. To fix this and make it far better only requires a couple of simple tweaks. Project management is not great. They haven't figured out the advantages of drag and drop.

Tim
Tim
Voice Over Artist / Owner en EE. UU.
Usuario de Linkedin verificado
Ha utilizado el software durante: No especificado
Fuente de la opinión

Insightly was my runner up when picking a CRM. The automation looked awesome.

5,0 hace 7 años

Comentarios: What I wanted to do would be more work in Insightly, but for a lot of businesses, this one is it.

Puntos a favor:

Insightly is a great contender in the small business CRM market. I had looked at many others (there are a TON of CRM out there), basing my criteria on integration with accounting software, ease of managing client information, and ease of managing client projects. Unfortunately, none of the CRM I looked at has strong integration into the accounting software that I ultimately went with. Insightly seems to have some great automation to help out with managing projects, but where it got beat out was the managing of client information. Since a lot of my business is conducted through social media, another software beat it in ease of integration with those applications.

Puntos en contra:

As with some of my other reviews, I don't find much not to like with Insightly. It does what it does very well, it just isn't as integrated into social media as some of it's competitors. If I were doing less prospecting and research on clients- such as if I had a business where people were coming to me to get something made or repaired, then Insightly would be the winner. As it is, I spend most of my day finding prospects to put in the pipeline, and that would be more work with this product.