--- 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 Page: 1 / 27\ Siguiente: [Next page](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. > > Verdict: Rated **4.0/5** by 654 users. Top-rated for **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. ## Quick Stats & Ratings | Metric | Valoración | Detail | | **En general** | **4.0/5** | 654 Opiniones | | Facilidad de uso | 4.0/5 | Based on overall reviews | | Asistencia al cliente | 3.8/5 | Based on overall reviews | | Relación calidad-precio | 4.0/5 | Based on overall reviews | | Funcionalidades | 3.9/5 | Based on overall reviews | | Recommendation percentage | 70% | (7/10 Probabilidad de recomendación) | ## Sobre el proveedor - **Empresa**: Insightly - **Ubicación**: San Francisco, EE. UU. - **Founded**: 2010 ## Commercial Context - **Precio inicial**: 29,00 US$ - **Modelo de precios**: (Prueba gratuita) - **Target Audience**: Trabajador autónomo, 2-10, 11-50, 51-200, 201-500, 501-1.000, 1.001-5.000 - **Deployment & Platforms**: Cloud, SaaS, Web, Mac (desktop), Windows (desktop), Android (móvil), iPhone (móvil), iPad (móvil) - **Idiomas admitidos**: español, francés, inglés, portugués - **Available Countries**: 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 ## Integrations (121 total) - 123FormBuilder - ActiveCampaign - ActiveDEMAND - Acuity Scheduling - Aircall - AnyMeeting - Asana - Benchmark Email - Bidsketch - BookingSync - Box - Brevo - CallRail - Campaign Monitor by Marigold - Chargebee ... and 106 more integrations ## 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 (4444 reviews) 2. [Zoho CRM](https://www.capterra.es/software/155928/zoho-crm) — 4.3/5 (6958 reviews) 3. [Bigin by Zoho CRM](https://www.capterra.es/software/204998/bigin-by-zoho-crm) — 4.7/5 (715 reviews) 4. [Salesforce Sales Cloud](https://www.capterra.es/software/61368/salesforce) — 4.4/5 (18760 reviews) 5. [Dynamics 365](https://www.capterra.es/software/157279/dynamics-365) — 4.4/5 (5804 reviews) ## Opiniones ### "Insightly developed to enhance our feeds" — 4.0/5 > **Denise** | *6 de septiembre de 2022* | Marketing y publicidad | Recommendation rating: 9.0/10 > > **Puntos a favor**: Insightly is how I keep track of all the initiatives we have in the works right now. The management of our company's 5,000+ open positions is a major challenge. Insightly makes it easy for us to keep track of all the moving parts, which would otherwise be difficult to do in a secure manner given the project's multi-stage nature. > > **Desventajas**: In most cases, the newly opened Org or Project tab doesn't take up more than half of my screen following a search. I can't figure out how to make the page larger. For some reason, the columns on the Relate and Activity tabs don't remember my saved column width. Every time I use it, I have to resize it. > > In my experience using Insightly, I haven't run into any serious issues. We used to utilize a strange CRM that was built out of sheets and required us to constantly switch between windows. Using Insightly, we can have all of our data in one place, neatly organized in custom fields. In my opinion, the project page may benefit from more fields in which to provide pertinent data. ----- ### "Scalable CRM platform for businesses of all sizes" — 5.0/5 > **Usuario verificado** | *27 de junio de 2022* | Construcción | Recommendation rating: 8.0/10 > > **Puntos a favor**: I really like how Insightly can be customized and scaled to fit the needs of the business. We are a mid size company and other CRMs were too robust and complicated. Insightly is just right. > > **Desventajas**: I think it is kind of expensive per user. I would like to see a lower monthly cost per user. > > Insightly has been a beneficial addition to our sales and marketing efforts allowing us to easily store our contacts, leads, and projects in one platform. ----- ### "Insightly review" — 2.0/5 > **Anupam** | *26 de febrero de 2023* | Productos farmacéuticos | Recommendation rating: 2.0/10 > > **Puntos a favor**: The software looks good, and easy to use. > > **Desventajas**: 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. > > Overall experience is not good as compared to Netsuite by Oracle or Salesforce. ----- ### "Affordable CRM with the features you need" — 5.0/5 > **Jennifer** | *24 de agosto de 2023* | Seguros | Recommendation rating: 10.0/10 > > **Puntos a favor**: The ease of onboarding \& use. Ability to customize without having to use a developer > > **Desventajas**: Nothing. All the features we needed, Insightly has. > > Has all the features a business needs like ease of use, robust reporting \& customizations without the high cost that comes other well known CRMs ----- ### "Brings all record-keeping together" — 4.0/5 > **Joshua** | *25 de diciembre de 2019* | Servicios | Recommendation rating: 8.0/10 > > **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. > > **Desventajas**: 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. > > 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. ----- Page: 1 / 27\ Siguiente: [Next page](https://www.capterra.es/software/130671/insightly?page=2) ## Links - [View on Capterra](https://www.capterra.es/software/130671/insightly) ## This page is available in the following languages | Locale | 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 | | ----- ## Structured Data