
En savoir plus sur Insightly
D'abord créé pour les applications Google, Insightly a été créé avec des intégrations complètes des applications Google. Importez seulement vos contacts Google, vos Google Doc, exportez votre calendrier Google et surveillez les informations importantes avec le gadget Google.
Vous n'utilisez pas d'applications Google ? Pas de problème, vous pouvez utiliser l'application web d'Insightly. Inscrivez vous simplement sur le site web et commencez en quelques secondes.
Le pouvoir de créer des liens : Insightly est si puissant car il peut lier différentes choses ensemble. Employés liés à leur employeurs, emails liés à des projets, tâches liées à des opportunités. Tout cela lié intuitivement en un click.
Historique complet des interactions avec les clients : Gardez une trace des interactions avec les clients comme les emails, appels téléphoniques et rendez-vous.
Intégrations Gmail : Insightly peut garder une trace de vos messages et les associer ingénieusement avec le bon contact et entreprise. Pour avoir un historique des emails complet, sans lever un seul doigt.
Partage de fichiers : Utilisez la grande capacité d'Insightly et gardez les documents importants et informations attachées juste à côté des entités associées.
Liste de contact partagée : Il n'y a qu'un seul carnet d'adresse pour tout le monde dans l'entreprise. C'est en ligne et partagé. Les données sensibles sont aussi sécurisées grâce au système de sécurité de l'application.
Options de tarification dès :
29,00 $US/mois
- Version gratuite
- Essai gratuit
- Abonnement
Les 5 meilleurs logiciels similaires à Insightly
Insightly - Principaux avantages
Insightly est simple à utiliser, et offre un CRM intégré, puissant et malin ainsi qu'une fonctionnalité de gestion de projet. Tout cela abordable pour les petites entreprises.
Clients types
- Auto-entrepreneurs
- Petites entreprises (de 2 à 50 employés)
- Moyennes entreprises (de 51 à 500 employés)
- Grandes entreprises (500 employés minimum)
Déploiement
- Basé sur le cloud
- Sur site
Disponible dans les pays suivants
Australie, Canada, Chine, Allemagne, Royaume-Uni , Inde, Japon, Nouvelle-Zélande, États-Unis et 4 autres
Langues
anglais, espagnol, français, portugais
Options de tarification dès :
29,00 $US/mois
- Version gratuite
- Essai gratuit
- Abonnement
Les 5 meilleurs logiciels similaires à Insightly
Images







Fonctionnalités
Nombre total de fonctionnalités pour Insightly : 127
Alternatives
DealCloud

Nimble

Basecamp

HubSpot CRM

Avis
Vous avez déjà Insightly ?
Les acheteurs de logiciels ont besoin de vous ! Les avis utilisateurs nous aident tous à prendre de meilleures décisions.

- Secteur d'activité: Transport routier/ferroviaire
- Taille de l'entreprise: 11-50 employés
- Logiciel utilisé tous les jours pendant plus d'un an
-
Provenance de l'avis
Note globale
- Rapport qualité-prix
- Simplicité d'utilisation
- Support client
- Probabilité de recommander le produit 10.0 /10
Highly customizable and advanced CRM tool with easy to navigate features.
Publié le 30/07/2019
Insightly , no doubt have been a great addition to our tools for perfect customer relation...
Insightly , no doubt have been a great addition to our tools for perfect customer relation management. We can track customers, mails and leads and project at an in-expensive subscription providing us with great and handy features.
Avantages
Insightly CRM has the most intimidating interface with easy to understand and quite productive features. It is a perfect tool for the customer relation for mid-size and small organizations. We can easily customize the tool in order to get it properly synchronized with our working and requirements.
Inconvénients
From the initial look, it is not very much professional but rather seems to be a visually appealing tool. The integration with the other tool is also not so easy and reliable and affects the overall performance. The project collaboration tools also gives me a tough time so there needs to be some improvements required.
Réponse de Insightly
Thanks so much for your kind note, Mathew. At Insightly we work hard to make sure our customers have a great experience with our platform and are able to build lasting relationships with their own customers. Your feedback means a world to us and inspires us to keep up the good work. Cheers, the Insightly team.
I'm more than happy to help review your integration concern. Integrations shouldn't slow the system down.
- Secteur d'activité: Recrutement
- Taille de l'entreprise: 51-200 employés
- Logiciel utilisé tous les jours pendant plus de deux ans
-
Provenance de l'avis
Note globale
- Rapport qualité-prix
- Simplicité d'utilisation
- Support client
- Probabilité de recommander le produit 8.0 /10
Effective and Affordable
Publié le 25/07/2019
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.
Avantages
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.
Inconvénients
Documenting phone call attempts and connects take too many steps. The Task portion is a bit complicated and again requires too many steps.
Pourquoi passer à Insightly
More enhanced features are included without additional costs.Réponse de Insightly
Hi Nezar,
Thank you for the feedback!!!

- Secteur d'activité: Produits alimentaires
- Taille de l'entreprise: 2-10 employés
- Logiciel utilisé tous les jours pendant Essai gratuit
-
Provenance de l'avis
Note globale
- Rapport qualité-prix
- Simplicité d'utilisation
- Support client
- Probabilité de recommander le produit 6.0 /10
Frustrating to get started
Publié le 06/11/2018
Overall, I don't think Insightly is the right tool for me due to it's complex setup which I think...
Overall, I don't think Insightly is the right tool for me due to it's complex setup which I think can improve if there a bit more videos in their help-section. The walkthrus for basic setup are good, but I'd love to see more videos or improvements in workflow automation. I only trialed the software so I can't speak on it as if I were an expert, but I think Insightly has some benefits but just not the right tool for me.
Avantages
I was looking for a G-Suite CRM and stumbled upon Insightly. I decided to give it a go and try out the free trial upon reading a few reviews. The main area I was interested in and found to be good was Insightlys e-mail tracking. I sent a test e-mail to both Gmail and Yahoo e-mails and found the tracking to be accurate. I can see how Insightly would be a value add for monitoring sent e-mails, and then creating an automation workflow to auto-add any leads who reply to a pipeline, but I wasn't able to figure out a workflow for it. I do believe it's possible however to not only add to a pipeline but even export the contacts who replied and save to perhaps something like Mailchimp for another customer-journey.
Inconvénients
My first thought was that it looked really in terms of the feature set but I was a bit overwhelmed with the setup and it took me about 2 times to connect to GSuite although, it could have been a bug on my end rather than theirs. After connecting my GSuite account, I started to play around right away, setting up the leads section as I plan to use Insightly for Sales Tracking and lead scoring. I found the UX/UI a bit sluggish, and creating pipelines with custom attributes a bit cumbersome. I was hoping for a rich data-enrichment where all Company/People info would be filled out, but that aspect wasn't there.
- Secteur d'activité: Services et technologies de l'information
- Taille de l'entreprise: 2-10 employés
- Logiciel utilisé toutes les semaines pendant plus d'un an
-
Provenance de l'avis
Note globale
- Rapport qualité-prix
- Simplicité d'utilisation
- Support client
- Probabilité de recommander le produit 10.0 /10
Insightly is the perfect CRM
Publié le 24/10/2022
We are a small business that is growing and Insightly has been there with us from almost the start....
We are a small business that is growing and Insightly has been there with us from almost the start. I have used a lot of CRMs in my career and honestly Insightly does everything the competition does (and more) with a much more reasonable price point. Insightly is very flexible and can really be built to manage the needs of a many different businesses across many different industries. We don't have any reason to look elsewhere and are very pleased with Insightly.
Avantages
First of al, Insightly's price point is excellent. The value we receive in comparison to what we pay is awesome. I really like that I can change things on the fly as needed. There have been a few things I needed specifically that no CRM really had. The team at Insightly was able to find a solution that filled the gaps I had. Their on-boarding and customer success team has been great to work with and very helpful. We are growing and I have no reason to look elsewhere.
Inconvénients
Sometimes I get overwhelmed with all of the items available to change. If I need to make a change, it can seem cumbersome and I may forget where to go. The only other thing I have to say is I wish more could have been setup during my implementation calls. I don't fault my Implementation Specialist for this and I know the purpose of those call were to make sure I could do it all myself.

- Secteur d'activité: Collecte de fonds
- Taille de l'entreprise: 2-10 employés
- Logiciel utilisé tous les jours pendant plus de deux ans
-
Provenance de l'avis
Note globale
- Simplicité d'utilisation
- Probabilité de recommander le produit 8.0 /10
intuitive and easy to use
Publié le 29/10/2019
Avantages
easy to customise pipeline, good online information support
Inconvénients
unable to customise reports to the extent we need
Pourquoi choisir Insightly
hunting for a product that could automate our reportsLogiciel antérieur
WrikePourquoi passer à Insightly
price was very competitive initiallyInsightly - FAQ
Voici quelques-unes des questions fréquentes sur Insightly.Q. Quels sont les types de licence disponibles pour Insightly ?
Types de licences disponibles pour Insightly :
- À partir de: 29,00 $US/mois
- Type de licence: Version gratuite, Abonnement
- Essai gratuit: Disponible
Insightly dispose d'une version totalement gratuite limitée à 2 utilisateurs. La version standard est à 12$ par pers. avec utilisateurs illimités . Une version entreprise est aussi disponible avec des enregistrements illimités. Contactez Insightly pour un devis.
Q. Qui utilise Insightly ?
Utilisateurs habituels du logiciel Insightly :
Auto-entrepreneur, 2-10, 11-50, 51-200, 201-500, 501-1 000, 1 001-5 000
Q. Dans quelles langues Insightly est-il disponible ?
Langues dans lesquelles Insightly est disponible :
anglais, espagnol, français, portugais
Q. Insightly prend-il en charge les appareils mobiles ?
Appareils pris en charge par Insightly :
Android (mobile), iPhone (mobile), iPad (mobile)
Q. Avec quelles applications Insightly peut-il s'intégrer ?
Applications s'intégrant à Insightly :
10to8, 123FormBuilder, ActiveCampaign, ActiveDEMAND, Acuity Scheduling, Aircall, AnyMeeting, Asana, Automate.io, Benchmark Email, Bidsketch, BookingSync, Box, 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 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, Sendinblue, ServiceM8, Setmore, SharpSpring from Constant Contact, 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
Q. Quelles sont les ressources d'aide disponibles pour Insightly ?
Ressources d'aide disponibles pour Insightly :
Service client/e-mail, FAQ/forums, Base de connaissances, Chat
Catégories connexes
Consultez toutes les catégories de logiciels trouvées pour Insightly.
- Logiciels de CRM
- Logiciels de gestion de contacts
- Logiciels de SFA (Sales Force Automation)
- Logiciels de lead management
- Outils de social CRM
- Logiciels de gestion de tâches
- Logiciels de prévision des ventes
- Logiciels de gestion de projet à but non lucratif
- Logiciels CRM en ligne
- Logiciels de suivi commercial
- Logiciels de CRM pour Mac