Insightly

Das CRM für das, was man am meisten schätzt: Life. Time. Customers.

Über Insightly

Insightly bietet kleinen und mittleren Unternehmen aus diversen Branchen wie Fertigung, Beratung, Gesundheit, Wellness, Medien und anderen eine Customer-Relationship-Management-Software. Mit über 1,5 Millionen Nutzern weltweit ist Insightly die beliebteste CRM-Software der Welt.

Ein einfaches und dennoch leistungsstarkes CRM-System. Insightly wurde von Grund auf für die Verwaltung von Kundenbeziehungen entwickelt und stellt sicher, dass das, was verkauft wird, tatsächlich geliefert wird und die Erwartungen der Kunden übertrifft.

Insightly erweitert die Vorteile eines traditionellen CRM, indem alle wichtigen Produktfunktionen in eine Customer-Relationship-Plattform eingebunden werden, mit der du in jeder Phase des Customer Lifecycle relevante und aussagekräftige Interaktionen durchführen kannst – von der ersten E-Mail an und darüber hinaus.


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Du bist nicht sicher, ob Insightly das Richtige ist? Mit einer beliebten Alternative vergleichen

Insightly

4,0 (626)
Nicht in deinem Land unterstützt
VS.
Häufig bewertet

Startpreis

$ 29,00
Monat
€ 14,90
Monat

Preisoptionen

Kostenlose Version
Kostenlose Testversion
Kostenlose Version
Kostenlose Testversion

Funktionen

114
167

Integrationen

129
80

Bedienkomfort

4,0 (626)
4,6 (2 862)

Preis-Leistungs-Verhältnis

4,0 (626)
4,4 (2 862)

Kundenservice

3,8 (626)
4,4 (2 862)

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Pipedrive

4,5
Nr. 1 Alternative zu Insightly
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DealCloud

4,5
Nr. 2 Alternative zu Insightly
DealCloud ist eine Software zur Verwaltung von Geschäftsabschlüssen, Geschäftsbeziehungen und Firmen, die Unternehmen...

Nimble

4,4
Nr. 3 Alternative zu Insightly
Nimble wurde für kleine und mittlere Unternehmen entwickelt und führt alle Kontakte, Kalender, Kommunikationen und...

LionDesk

4,1
Nr. 4 Alternative zu Insightly
LionDesk ist eine CRM-, Lead- und Transaktionsmanagementplattform für Immobilienbüros, -teams, -makler und -kreditgeber...

Nutzerbewertungen

Gesamtbewertung

4,0 /5
(626)
Preis-Leistungs-Verhältnis
4,0/5
Funktionen
3,9/5
Bedienkomfort
4,0/5
Kundenbetreuung
3,8/5

Hast du Insightly bereits?

Andere Softwarekäufer brauchen deine Hilfe! Produktbewertungen helfen uns allen, die richtigen Entscheidungen zu treffen.

Zeigt 5 von 626 Bewertungen
Tracey
Gesamtbewertung
  • Täglich für Mehr als 2 Jahre genutzt
  • Quelle der Bewertung

Gesamtbewertung

  • Preis-Leistungs-Verhältnis
  • Bedienkomfort
  • Kundenbetreuung
  • Weiterempfehlungsquote 10.0 /10

Insightly has awesome customer support and works well for a with 3 remote locations

Bewertet am 9.3.2018

Overall a good product. I would recommend starting with a list of what you need from software, then...

Overall a good product. I would recommend starting with a list of what you need from software, then what you would like then a nice to have list. See how many ticks this software gets. Compare it to at least two pieces of other software of the same nature before making your final decision. This is what I recommend for any piece of software. Also, check out their own forums of customer support, and social media sites to see what other customers have had to say about the software.

Vorteile

It is easy to have three branches of a business integrated into insightly in a relatively seamless way. It takes the CRM and the Project management aspects of running a business into the cloud along with scheduling and solves a lot of problems for the business I set up who are still using it today. They have used customer support extensively and appreciate their dedication to the product.

Nachteile

Looking forward to better social media integration - this is currently not a real feature and something that our heavily social dependent business would really benefit from

Nezar
Gesamtbewertung
  • Branche: Personalbeschaffung & -besetzung
  • Unternehmensgröße: 51–200 Mitarbeiter
  • Täglich für Mehr als 2 Jahre genutzt
  • Quelle der Bewertung

Gesamtbewertung

  • Preis-Leistungs-Verhältnis
  • Bedienkomfort
  • Kundenbetreuung
  • Weiterempfehlungsquote 8.0 /10

Effective and Affordable

Bewertet am 25.7.2019

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.

Vorteile

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.

Nachteile

Documenting phone call attempts and connects take too many steps. The Task portion is a bit complicated and again requires too many steps.

In Betracht gezogene Alternativen

Pipedrive, Nimble und Bitrix24

Gründe für den Wechsel zu Insightly

More enhanced features are included without additional costs.

Antwort von Insightly

Hi Nezar,
Thank you for the feedback!!!

Dave
Gesamtbewertung
  • Branche: Unterhaltung
  • Täglich für Mehr als 1 Jahr genutzt
  • Quelle der Bewertung

Gesamtbewertung

  • Preis-Leistungs-Verhältnis
  • Bedienkomfort
  • Kundenbetreuung
  • Weiterempfehlungsquote 0.0 /10

HORRIBLE experience with Insightly.

Bewertet am 14.4.2017

We've been looking around for a new system for the past few months. Insighly has a lot of great...

We've been looking around for a new system for the past few months. Insighly has a lot of great features but we've run into way too many problems using it.

Vorteile

* CRM and project management together in the same application

* Easy navigation between clients, leads, tasks, etc

* User-friendly interface

Nachteile

Far too many features are missing and it seems like Insightly just isn't in a hurry to make the necessary features available such as:

* Can't send HTML emails from within Insightly. It's 2016 -- HTML email has been around for a long time. It's so hard to believe that this isn't a priority for them.

* Can't PRINT any of the data from within Insightly. This is a necessary feature for our company (and I'd think for ANY company). What good can our data do for our company if it can't be printed out?

* There always seems to be some kind of bug with the Google calendar integration. Items appear as one date inside of Insightly and another date inside Google Calendar.

* Cost of service is ridiculously overpriced when compared to the basic functionality that is missing. Cost of $35/month per user means that it could cost us $350/month to migrate our team to Insightly -- we simply CAN NOT JUSTIFY SPENDING $4200 per year on a system that isn't fully functional.

* SLOW, SLOW, SLOW customer service / tech support. I reported an issue last September and I received a notification 7 months later that it has been resolved. Why do simple fixes take so long?

* They do NOT listen to what their customers want and instead choose to roll out new "features" that no one was asking for in the first place. We want HTML email and we want to be able to PRINT. Why is that so hard to do?

Rosalina
Gesamtbewertung
  • Branche: Versicherung
  • Unternehmensgröße: 2–10 Mitarbeiter
  • Täglich für Mehr als 1 Jahr genutzt
  • Quelle der Bewertung

Gesamtbewertung

  • Preis-Leistungs-Verhältnis
  • Bedienkomfort
  • Kundenbetreuung
  • Weiterempfehlungsquote 8.0 /10

Insightly Review: A Comprehensive CRM Solution for Your Business.

Bewertet am 2.3.2023

Generally, Insightly is a very much respected CRM programming that can be an important resource for...

Generally, Insightly is a very much respected CRM programming that can be an important resource for organizations hoping to really deal with their associations with clients more. While there are a few possible disadvantages, for example, restricted revealing capacities and the expense of the product, numerous clients track down that Insightly's scope of elements, customization choices, and convenience make it a significant expansion to their tool compartment. Assuming that you are searching for a CRM programming that can assist you with smoothing out your business connections, Insightly is certainly worth considering.

Vorteile

Simple to utilize: Insightly has an instinctive point of interaction and is not difficult to learn and utilize, in any event, for colleagues with almost no involvement in CRM programming.Hearty highlights: Insightly offers a scope of elements that empower organizations to deal with their associations with clients, including contact the board, project the executives, and deals mechanization.Customization choices: Insightly offers a serious level of customization, permitting organizations to fit the product to meet their particular requirements.Mix: Insightly incorporates with an extensive variety of other business devices, including email, showcasing computerization, and venture the board programming.

Nachteile

Restricted detailing capacities: While Insightly gives some fundamental announcing and examination highlights, it may not be pretty much as vigorous as some other CRM programming choices.Cost: Insightly can be costly, especially for organizations that require progressed includes or have bigger groups.Expectation to learn and adapt: Similarly as with any CRM programming, there might be an expectation to learn and adapt for colleagues who are curious about the product or CRM best practices.Client care: A few clients generally disapprove of client care, especially around reaction times and the nature of help gave.

Michelle
Gesamtbewertung
  • Branche: Grundschul- & Sekundarbildung
  • Unternehmensgröße: 11–50 Mitarbeiter
  • Täglich für Mehr als 2 Jahre genutzt
  • Quelle der Bewertung

Gesamtbewertung

  • Preis-Leistungs-Verhältnis
  • Bedienkomfort
  • Kundenbetreuung
  • Weiterempfehlungsquote 10.0 /10

Allows us to grow into our needs

Bewertet am 11.10.2022

Great! It suits our needs perfectly.

Great! It suits our needs perfectly.

Vorteile

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

Nachteile

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

In Betracht gezogene Alternativen

Zoho CRM und HubSpot CRM

Warum Insightly gewählt wurde

Cardscan was outdated and no longer able to flex to our needs

Gründe für den Wechsel zu Insightly

Since we don't use a traditional sales pipeline, insightly's system allowed us to either utilize or not utilize certain features. All other systems continued to push us into a traditional sales pipeline process.
5 von 626 Bewertungen angezeigt Alle Bewertungen

Insightly Häufig gestellte Fragen

Weiter unter folgen häufig gestellte Fragen über Insightly.

Insightly bietet folgende Kostenpläne an:

  • Ab: $ 29,00/Monat
  • Preismodell: Kostenlose Version, Abonnement
  • Gratis Testen: Verfügbar

Insightly hat die folgenden typischen Kunden:

Selbstständig, 2–10, 11–50, 51–200, 201–500, 501–1 000, 1 001–5 000

Insightly unterstützt die folgenden Sprachen:

Englisch, Französisch, Portugiesisch, Spanisch

Insightly unterstützt die folgenden Geräte:

Android (mobil), iPhone (mobil), iPad (mobil)

Insightly kann in folgende Anwendungen integriert werden:

10to8, 123FormBuilder, ActiveCampaign, ActiveDEMAND, Acuity Scheduling, Aircall, AnyMeeting, Asana, Automate.io, Benchmark Email, Bidsketch, BookingSync, Box, Brevo, CallRail, Campaign Monitor, Chargebee, Clio, ConnectWise PSA, Constant Contact, Contactually, Cyclr, Dasheroo, Debitoor, Delivra, Direct Mail, DirectIQ Email Marketing, Dotdigital, 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, Kantata, Keap, Kissflow Digital Workplace, Kixie PowerCall, Kustomer, Lead Gen & CRM (formerly SharpSpring), Lead Liaison, LiquidPlanner, Mad Mimi, MailUp, Mailchimp, MailerLite, Marketo Engage, Membrain, Meta for Business, Microsoft 365, Microsoft Outlook, Microsoft Power BI, Mojo Helpdesk, Myphoner, OmniFocus, OnceHub, OneDrive, Operations Hub, Outreach, PandaDoc, PersistIQ, Podio, Process Street, Proposable, Proposify, Pure Chat, Quickbooks Online, Quote Roller, Quotient, Recurly, Reply, Robly, Sage Business Cloud, Salesforce Marketing Cloud Account Engagement, SalesforceIQ, SendGrid, ServiceM8, Setmore, 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 Sell, Zendesk Suite, Zoho Books, Zoho CRM, Zoho Invoice, dotloop, noCRM.io

Insightly bietet folgende Optionen für Kundensupport:

E-Mail/Helpdesk, FAQ/Forum, Wissensdatenbank, Chat

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