Insightly
Por Insightly
¿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.
¿Qué es Insightly?
Insightly es un software de CRM potente y fácil de usar con integraciones nativas de Gmail, Office 365, MailChimp y otras aplicaciones populares. Con más de 1.5 millones de usuarios en una variedad de sectores, Insightly es un software de CRM líder. Las empresas utilizan Insightly para administrar los contactos en cada etapa del proceso de ventas, rastrear las relaciones con los clientes, supervisar el canal de ventas, entre otros/as.
Información sobre Insightly
Insightly
http://www.insightly.com
Fundada en 2010
Resumen de precios de Insightly
Insightly está disponible a partir de 29,00 US$/mes. Insightly dispone de una una versión gratuita y ofrece una prueba gratis. Consulta más información sobre precios de Insightly a continuación.
Precio inicial
29,00 US$/mes
Versión gratuita
Sí
Prueba gratis
Sí
Implementación
En la nube, SaaS, web
Móvil: nativo de iOS
Móvil: nativo de Android
Formación
En directo en línea
Seminarios web
Documentación
Asistencia
Horas laborables
En línea
Funciones de Insightly
Los productos más populares
Opiniones de Insightly
Mostrando 5 de 479 opiniones
Elizabeth P.
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Valoración global5/5
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Facilidad de uso4/5
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Características y funcionalidades3/5
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Asistencia técnica4/5
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Relación calidad-precio4/5
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Probabilidad de recomendación
- Fuente de la reseña
- Publicado el 26/2/2020
"Manage your business relationships with Insightly"
Comentarios: Insightly CRM has offered us a solution to practically all our samples, thanks to it I have obtained a lot of reliability to the projects that are carried out in the office maintaining the conviction that we constantly obtain more and better results. It is fully customizable and adaptable to our requirements, also thanks to this we have been able to capture a large number of new customers, renew contracts and interests with customers within our company. It is a very attractive tool and the results have been very professional, its functionality is totally successful and will recover your investment in the blink of an eye, do not miss the opportunity to obtain a system to manage relationships with your customers and enhance each area that makes up your company, being fully customizable to whatever your requirement.
Puntos a favor: Insightly has worked great to be able to direct excellent relationship management with our clients, either by creating them or maintaining them in a wide range of industries in a wide variety of fields, be they consulting, health, manufacturing, among others. Thanks to this tool we have been able to generate consistent quotes much more quickly taking advantage of all kinds of opportunities.
Contras: It is a bit difficult to maintain the integration or even integrate it with other tools, just as they do not present frequent updates and they are not very striking either, but in general terms I can confirm its excellent functionality.
- Fuente de la reseña
- Publicado el 26/2/2020
Krystal K.
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Valoración global4/5
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Facilidad de uso5/5
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Características y funcionalidades4/5
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Asistencia técnica5/5
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Relación calidad-precio5/5
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Probabilidad de recomendación
- Fuente de la reseña
- Publicado el 18/2/2020
"Insightly is a CRM with a very clean interface that is easy to navigate"
Comentarios: Insightly is my favorite CRM. I love the app version, and I am able to connect Insightly with other apps. It offers great value for the product, and customer support is good, and responsive.
Puntos a favor: I love Insightly because it has a clean look that is easy on the eyes, and it is a very intuitive CRM, unlike many others that can overwhelm or be confusing.
Contras: Hard to think of many drawbacks with this CRM. Sometimes I wish the community pages and discussion boards were more lively.
- Fuente de la reseña
- Publicado el 18/2/2020
Joshua K.
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Valoración global4/5
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Facilidad de uso4/5
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Características y funcionalidades4/5
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Asistencia técnicaSin valoración
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Relación calidad-precioSin valoración
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Probabilidad de recomendación
- Fuente de la reseña
- Publicado el 25/12/2019
"Brings all record-keeping together"
Comentarios: 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.
Puntos a favor: 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.
Contras: 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.
Respuesta de proveedores
por Insightly el 30/12/2019
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!
- Fuente de la reseña
- Publicado el 25/12/2019
Iain M.
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Valoración global3/5
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Facilidad de uso4/5
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Características y funcionalidades2/5
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Asistencia técnica2/5
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Relación calidad-precio5/5
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Probabilidad de recomendación
- Fuente de la reseña
- Fuente: GetApp
- Publicado el 5/10/2016
"Long time user verging toward long-suffering user"
Comentarios: 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.
Puntos a favor:
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.
Contras: 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.
Respuesta de proveedores
por Insightly el 9/10/2016
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 laura@insightly.com and we can let you know if they are on the roadmap. Thanks.
- Fuente de la reseña
- Fuente: GetApp
- Publicado el 5/10/2016
Amy O.
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Valoración global4/5
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Facilidad de uso5/5
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Características y funcionalidades4/5
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Asistencia técnicaSin valoración
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Relación calidad-precioSin valoración
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Probabilidad de recomendación
- Fuente de la reseña
- Publicado el 16/9/2019
"Efficient, User-Friendly CRM Contact Database Option!"
Comentarios: We have a ton of contacts in our database and Insightly allows for us to easily find people for our campaigns with the customized fields and tags.
Puntos a favor: I like that you can include social media links for your contacts. I like that you can create several customized fields for information that is specific to your needs. And I also like that you can "tag" your contacts so that when you search for a specific demographic, those that fit will show up in the results.
Contras: There really isn't much that I dislike about Insightly except that since we have a ton of "tags", it would be nice to be able to check a whole bunch to apply instead of typing in each one separately.
Respuesta de proveedores
por Insightly el 17/9/2019
Hi Amy, 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!
- Fuente de la reseña
- Publicado el 16/9/2019
