--- description: ¿Qué piensan los usuarios de Insightly? Lee las opiniones y opiniones verificadas, descubre sus características y el nivel de usabilidad, consulta los precios y conoce las ventajas y desventajas de Insightly. image: https://gdm-localsites-assets-gfprod.imgix.net/images/capterra/og_logo-e5a8c001ed0bd1bb922639230fcea71a.png?auto=format%2Cenhance%2Ccompress title: Insightly - Opiniones, precios y características - Capterra España 2026 --- Breadcrumb: [Inicio](/) > [Programa CRM](/directory/2/customer-relationship-management/software) > [Insightly](/software/130671/insightly) # Insightly Canonical: https://www.capterra.es/software/130671/insightly Página: 1 de 27\ Siguiente: [Página siguiente](https://www.capterra.es/software/130671/insightly?page=2) > La solución CRM para empresas en crecimiento para capturar nuevos negocios, rastrear la interacción postventa con el cliente y la entrega de proyectos. > > Veredicto: 654 usuarios lo han valorado con **4.0/5**. De los mejores valorados en **Probabilidad de recomendación**. ----- ## Vista rápida ### ¿Quién usa Insightly? Organizaciones en cualquier sector que buscan un CRM fácil de usar, pero potente con gestión y entrega de proyectos. Realiza un seguimiento de todo, desde prospectos de ventas hasta proyectos entregados en la misma plataforma. ## Estadísticas y valoraciones rápidas | Métrica | Valoración | Detalles | | **En general** | **4.0/5** | 654 Opiniones | | Facilidad de uso | 4.0/5 | Basado en las opiniones generales | | Asistencia al cliente | 3.8/5 | Basado en las opiniones generales | | Relación calidad-precio | 4.0/5 | Basado en las opiniones generales | | Funcionalidades | 3.9/5 | Basado en las opiniones generales | | Porcentaje de recomendaciones | 70% | (7/10 Probabilidad de recomendación) | ## Sobre el proveedor - **Empresa**: Insightly - **Ubicación**: San Francisco, EE. UU. - **Constitución**: 2010 ## Contexto comercial - **Precio inicial**: 29,00 US$ - **Modelo de precios**: (Prueba gratuita) - **Público objetivo**: Trabajador autónomo, 2-10, 11-50, 51-200, 201-500, 501-1.000, 1.001-5.000, 5.001-10.000, 10.000+ - **Despliegue y plataformas**: Cloud, SaaS, Web, Mac (desktop), Windows (desktop), Android (móvil), iPhone (móvil), iPad (móvil) - **Idiomas admitidos**: español, francés, inglés, portugués - **Países disponibles**: Alemania, Australia, Canadá, China, Estados Unidos, India, Japón, Nueva Zelanda, Reino Unido ## Funcionalidades - Acceso móvil - Alertas y notificaciones - Almacenamiento de documentos - Automatización de marketing - Base de datos de clientes - Base de datos de contactos - Búsqueda/filtro - Campos personalizables - Captura de clientes potenciales - Comentarios/notas - Contactos compartidos - Creación de informes/análisis - Cualificación de leads - Distribución de clientes potenciales - Generación de clientes potenciales - Generación de clientes potenciales - Gestión de actividad de ventas - Gestión de asignaciones - Gestión de campañas - Gestión de clientes potenciales - Gestión de contactos - Gestión de correo electrónico - Gestión de flujos de trabajo - Gestión de oportunidades - Gestión de tareas - Gestión del pipeline - Gestión del pipeline de ventas - Herramientas de colaboración - Importación y exportación de datos - Informes de ventas - Informes personalizables - Integración de terceros - Marketing por correo electrónico - Modelos personalizables - Métricas de rendimiento - Panel de actividades - Para el sector de los seguros - Presupuestos y estimaciones - Previsión - Previsión de ventas - Priorización - Procesamiento de lotes - Programación de citas - Segmentación - Segmentación de clientes potenciales - Seguimiento de interacciones - Seguimiento del proyecto - Sistema de calendarios o recordatorios - Task Editing - Third-Party Integrations ## Integraciones (en total: 118) - 123FormBuilder - ActiveCampaign - ActiveDEMAND - Acuity Scheduling - Aircall - AnyMeeting - Asana - Benchmark Email - Bidsketch - BookingSync - Box - Brevo - CallRail - Campaign Monitor by Marigold - Chargebee … y 103 integraciones más ## Opciones de asistencia - E-mail/Help Desk - Preguntas frecuentes/foro - Base de conocimientos - Asistencia telefónica - Chat ## Categoría - [Programa CRM](https://www.capterra.es/directory/2/customer-relationship-management/software) ## Categorías relacionadas - [Programa CRM](https://www.capterra.es/directory/2/customer-relationship-management/software) - [Software de gestión de proyectos sin fines de lucro](https://www.capterra.es/directory/32439/project-management-software-for-nonprofits/software) - [Software para pronóstico de ventas](https://www.capterra.es/directory/30930/sales-forecasting/software) - [Software de gestión de contactos](https://www.capterra.es/directory/30016/contact-management/software) - [Herramientas de administración de leads](https://www.capterra.es/directory/30017/lead-management/software) ## Alternativas 1. [HubSpot CRM](https://www.capterra.es/software/152373/hubspot-crm) — 4.5/5 (4461 reviews) 2. [Zoho CRM](https://www.capterra.es/software/155928/zoho-crm) — 4.3/5 (6975 reviews) 3. [Bigin by Zoho CRM](https://www.capterra.es/software/204998/bigin-by-zoho-crm) — 4.7/5 (731 reviews) 4. [Odoo](https://www.capterra.es/software/135618/odoo) — 4.2/5 (1307 reviews) 5. [Salesforce Sales Cloud](https://www.capterra.es/software/61368/salesforce) — 4.4/5 (18784 reviews) ## Opiniones ### "Insightly is a reasonable CRM with decent functions" — 4.0/5 > **David** | *17 de octubre de 2023* | Software informático | Valoración de la recomendación: 7.0/10 > > **Puntos a favor**: Insightly does a pretty reasonable job as a CRM. It's quite easy to use and pretty. It has some integrations out of the box and is easy to customize. > > **Desventajas**: No significant draw backs to it. I would say it's a middle of the road CRM system that is neither great nor terrible. > > I selected this as our CRM. We switched over from Zoho which was universally hated by our sales guys. ----- ### "Insightly is a great CRM Tool" — 4.0/5 > **Christina** | *31 de julio de 2023* | Marketing y publicidad | Valoración de la recomendación: 8.0/10 > > **Puntos a favor**: Insightly offers many products and features to be a one-stop-shop in the administrative world. It allows a company to keep all of their client information in one location and access quickly and easily. It allows emailing clients directly in the software as well as filing previously sent emails to a client. > > **Desventajas**: The way that some of the fields are set up, they are not made for quick editing, copying, etc. The phone number fields do not have an automated template, the number can be input anyway. The address fields, specifically state, do not have preset options and either can be an abbreviation or spelled out. It would be nice if these were preset so that it is uniform when printing reports, etc. Lastly, once you create a lead, even after converting to a contact, the lead still shows up when that specific client is searched for. It can be confusing when you need to click quickly. > > Overall, the CRM product has been a great business tool for everyday use. I would certainly recommend it to a business if they can afford the price point. ----- ### "Insightly highs and lows" — 3.0/5 > **Matthew** | *12 de octubre de 2022* | Consultoría de gestión | Valoración de la recomendación: 3.0/10 > > **Puntos a favor**: It is relatively intuitive easy to customise, easy to align to specific business needs. > > **Desventajas**: 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. ----- ### "Insightly - We're Back Again" — 5.0/5 > **Natalie** | *8 de marzo de 2023* | Construcción | Valoración de la recomendación: 10.0/10 > > **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. > > **Desventajas**: 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. > > 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. ----- ### "8- year customer still finding ways insightly can improve our efficencies" — 5.0/5 > **Jonathan** | *20 de octubre de 2022* | Gestión de organizaciones sin ánimo de lucro | Valoración de la recomendación: 10.0/10 > > **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. > > **Desventajas**: 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. > > 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. ----- Página: 1 de 27\ Siguiente: [Página siguiente](https://www.capterra.es/software/130671/insightly?page=2) ## Enlaces - [Ver en Capterra](https://www.capterra.es/software/130671/insightly) ## Esta página se encuentra disponible en los siguientes idiomas | Local | 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 | | ----- ## Datos estructurados