Insightly

Insightly

par Insightly

Qui utilise Insightly ?

Les entreprises de tous les secteurs à la recherche d'un CRM simple à utiliser, mais performant, avec gestion et livraison de projet. Suivez toutes vos activités, des prospects aux projets livrés, sur la même plateforme.

Description de Insightly

Insightly est un logiciel CRM performant et facile à utiliser avec des intégrations natives à Gmail, Office 365, MailChimp et d'autres applications populaires. Avec plus de 1,5 million d'utilisateurs dans divers secteurs, Insightly est l'un des principaux logiciels CRM disponibles sur le marché. Les entreprises utilisent Insightly pour gérer leurs contacts à chaque étape du processus de vente, suivre les relations avec les clients, surveiller leur pipeline de ventes, etc.

Informations sur Insightly

Insightly

http://www.insightly.com

Fondé en 2010

Prix de Insightly

Insightly est disponible en version gratuite et propose un essai gratuit. La version payante de Insightly est disponible à partir de 29,00 $US/mois.

À partir de

29,00 $US/mois

Version gratuite

Oui

Essai gratuit

Oui

Déploiement

Cloud, SaaS, web

Mobile (iOS natif)

Mobile (Android natif)

Formation

Formation en ligne en direct

Webinaires

Documentation

Ressources d'aide

Support en horaire de bureau

En ligne

Insightly - Fonctionnalités

Logiciels de CRM
Accès mobile
Devis et offres
Gestion des tâches
Gestion du territoire
Intégration des médias sociaux
Intégration du chat interne
Intégration du marketing automation
Lead scoring
Segmentation
Stockage de documents
Système de calendrier et de rappel
e-mail marketing

Avis sur Insightly

Afficher 5 avis sur 481

Note globale
3,9/5
Facilité d'utilisation
4/5
Service client
3,7/5
Fonctionnalités
3,8/5
Rapport qualité-prix
3,9/5
Elizabeth P.
Director, HR
Marketing et publicité, 5 001-10 000 employés
Temps d'utilisation du produit: plus d'un an
  • Note globale
    5/5
  • Facilité d'utilisation
    4/5
  • Fonctionnalités
    3/5
  • Support client
    4/5
  • Rapport qualité-prix
    4/5
  • Probabilité de recommander le produit
    9/10
  • Provenance de l'utilisateur 
  • Publié le 26/02/2020

"Manage your business relationships with Insightly"

Commentaires: 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.

Avantages: 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.

Inconvénients: 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.

  • Provenance de l'utilisateur 
  • Publié le 26/02/2020
Joshua K.
Owner
Équipements publics, 2-10 employés
Temps d'utilisation du produit: Essai gratuit
  • Note globale
    4/5
  • Facilité d'utilisation
    4/5
  • Fonctionnalités
    4/5
  • Support client
    Sans note
  • Rapport qualité-prix
    Sans note
  • Probabilité de recommander le produit
    8/10
  • Provenance de l'utilisateur 
  • Publié le 25/12/2019

"Brings all record-keeping together"

Commentaires: 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.

Avantages: 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.

Inconvénients: 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.

Réponse de l'éditeur

envoyé par Insightly le 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!

  • Provenance de l'utilisateur 
  • Publié le 25/12/2019
Harley D.
Owner
Construction, 2-10 employés
Temps d'utilisation du produit: plus de deux ans
  • Note globale
    4/5
  • Facilité d'utilisation
    4/5
  • Fonctionnalités
    4/5
  • Support client
    2/5
  • Rapport qualité-prix
    5/5
  • Probabilité de recommander le produit
    8/10
  • Provenance de l'utilisateur 
  • Source : SoftwareAdvice
  • Publié le 12/05/2020

"Excellent CRM for small Business"

Commentaires: I use this as my personal CRM, so if a customizeable CRM is not required this is certainly an option

Avantages: Extremely inexpensive software for small business with good bulk mailing features and document storage.

Inconvénients: Customizing is limited and navigation sometimes a little clumsy and non intuitive, I wish it contained a split screen for some of the functions.

  • Provenance de l'utilisateur 
  • Source : SoftwareAdvice
  • Publié le 12/05/2020
Iain M.
COO and Technical Director
Conseil en gestion, 51-200 employés
Temps d'utilisation du produit: plus de deux ans
  • Note globale
    3/5
  • Facilité d'utilisation
    4/5
  • Fonctionnalités
    2/5
  • Support client
    2/5
  • Rapport qualité-prix
    5/5
  • Probabilité de recommander le produit
    5/10
  • Provenance de l'utilisateur 
  • Source : GetApp
  • Publié le 05/10/2016

"Long time user verging toward long-suffering user"

Commentaires: 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.

Avantages: 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.

Inconvénients: 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.

Réponse de l'éditeur

envoyé par Insightly le 09/10/2016

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 [email protected] and we can let you know if they are on the roadmap. Thanks.

  • Provenance de l'utilisateur 
  • Source : GetApp
  • Publié le 05/10/2016
Sarah F.
secretary
Services juridiques, 2-10 employés
Temps d'utilisation du produit: plus d'un an
  • Note globale
    4/5
  • Facilité d'utilisation
    5/5
  • Fonctionnalités
    3/5
  • Support client
    Sans note
  • Rapport qualité-prix
    3/5
  • Probabilité de recommander le produit
    9/10
  • Provenance de l'utilisateur 
  • Publié le 16/06/2020

"Great Basic CRM!"

Commentaires: I really quite enjoyed it. This was definitely better than my Rolodex.

Avantages: This product was definitely easy to use. All of the documents are saved online, so it was helpful for both of our offices to access all the documents and client information.

Inconvénients: It was definitely basic CRM. I did not like that in order to edit a document, we would download the document, save it, and re-upload it.

  • Provenance de l'utilisateur 
  • Publié le 16/06/2020