--- description: Insightly : qu'en pensent les utilisateurs ? Lisez les avis clients sur Insightly, consultez les prix, tarifs, abonnements et découvrez ses fonctionnalités grâce à Capterra Luxembourg. image: https://gdm-localsites-assets-gfprod.imgix.net/images/capterra/og_logo-e5a8c001ed0bd1bb922639230fcea71a.png?auto=format%2Cenhance%2Ccompress title: Insightly - Avis, notes, prix et abonnements - Capterra Luxembourg 2026 --- Breadcrumb: [Accueil](/) > [Logiciels d'expérience client](/directory/2/customer-relationship-management/software) > [Insightly](/software/130671/insightly) # Insightly Canonical: https://www.capterra.lu/software/130671/insightly Page : 1/27\ Suivant: [Page suivante](https://www.capterra.lu/software/130671/insightly?page=2) > Le CRM Insightly est destiné aux équipes en croissance qui recherchent un CRM à la fois flexible, facile d'utilisation et performant pour centraliser et gérer les données client. > > Conclusion : 654 utilisateurs lui ont donné la note de **4.0/5**. Figure au meilleur classement pour **Probabilité de recommander le produit**. ----- ## Présentation ### 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. ## Statistiques et notes | Métrique | Notation | En détail | | **Note globale** | **4.0/5** | 654 Avis | | Simplicité | 4.0/5 | D'après l'ensemble des avis | | Support client | 3.8/5 | D'après l'ensemble des avis | | Rapport qualité-prix | 4.0/5 | D'après l'ensemble des avis | | Fonctionnalités | 3.9/5 | D'après l'ensemble des avis | | Pourcentage de recommandation | 70% | (7/10 Probabilité de recommander le produit) | ## À propos de l'éditeur - **Société**: Insightly - **Pays**: San Francisco, É.-U. - **Fondé**: 2010 ## Contexte commercial - **À partir de**: 29,00 $US - **Type de licence**: (Essai gratuit) - **Prix**: Insightly dispose d'une version totalement gratuite limitée à 2 utilisateurs. La version standard est à 12$ par pers. avec utilisateurs illimités . Une version entreprise est aussi disponible avec des enregistrements illimités. Contactez Insightly pour un devis. - **Public cible**: Auto-entrepreneur, 2–10, 11–50, 51–200, 201–500, 501–1.000, 1.001–5.000, 5.001–10.000, 10.000+ - **Déploiement et plateformes**: Cloud, SaaS, web, Mac (ordinateur), Windows (ordinateur), Android (mobile), iPhone (mobile), iPad (mobile) - **Langues**: anglais, espagnol, français, portugais - **Pays disponibles**: Allemagne, Australie, Canada, Chine, Inde, Japon, Nouvelle-Zélande, Royaume-Uni, États-Unis ## Fonctionnalités - Accès mobile - Alertes/Notifications - Automatisation du marketing - Base de données de clients - Base de données de contacts - Champs personnalisables - Contacts partagés - Devis - Distribution de leads - Définition des priorités - Fonctions pour secteur de l'assurance - Gestion des activités commerciales - Gestion des affectations - Gestion des campagnes - Gestion des contacts - Gestion des e-mails - Gestion des flux de travail - Gestion des leads - Gestion des opportunités - Gestion des pipelines - Gestion des tâches - Gestion du pipeline de ventes - Génération de leads - Importation et exportation de données - Intégration de tiers - Lead nurturing - Mesure des performances - Modèles personnalisables - Notes et commentaires - Outils de collaboration - Planification des rendez-vous - Prévision - Prévision des ventes - Qualification de leads - Rapports de ventes - Rapports et analyses - Rapports personnalisables - Recherche/Filtre - Saisie de leads - Segmentation - Segmentation de leads - Stockage de documents - Suivi des interactions - Suivi des projets - Système de calendrier et de rappel - Tableau de bord d'activités - Task Editing - Third-Party Integrations - Traitement des lots - e-mail marketing ## Intégrations (118 au total) - 123FormBuilder - ActiveCampaign - ActiveDEMAND - Acuity Scheduling - Aircall - AnyMeeting - Asana - Benchmark Email - Bidsketch - BookingSync - Box - Brevo - CallRail - Campaign Monitor by Marigold - Chargebee ... et 103 intégrations supplémentaires ## Ressources d'aide - Service client/e-mail - FAQ/forums - Base de connaissances - Support téléphonique - Chat ## Category - [Logiciels d'expérience client](https://www.capterra.lu/directory/2/customer-relationship-management/software) ## Catégories connexes - [Logiciels d'expérience client](https://www.capterra.lu/directory/2/customer-relationship-management/software) - [Logiciels de gestion de projet à but non lucratif](https://www.capterra.lu/directory/32439/project-management-software-for-nonprofits/software) - [Prévision des ventes](https://www.capterra.lu/directory/30930/sales-forecasting/software) - [Gestion des contacts](https://www.capterra.lu/directory/30016/contact-management/software) - [Gestion des leads](https://www.capterra.lu/directory/30017/lead-management/software) ## Logiciels similaires 1. [Zoho CRM](https://www.capterra.lu/software/155928/zoho-crm) — 4.3/5 (6969 reviews) 2. [Bigin by Zoho CRM](https://www.capterra.lu/software/204998/bigin-by-zoho-crm) — 4.7/5 (727 reviews) 3. [Salesforce Sales Cloud](https://www.capterra.lu/software/61368/salesforce) — 4.4/5 (18771 reviews) 4. [HubSpot CRM](https://www.capterra.lu/software/152373/hubspot-crm) — 4.5/5 (4455 reviews) 5. [Dynamics 365](https://www.capterra.lu/software/157279/dynamics-365) — 4.4/5 (5817 reviews) ## Avis ### "Un outil qui combine la gestion des projet et un CRM utile pour l'accompagnement client de A à Z" — 4.0/5 > **Hamdi** | *13 janvier 2025* | Internet | Taux de recommandation : 8.0/10 > > **Avantages**: J'ai apprécié l'interface qui été intuitive et facile d'utilisation. un point fort aussi c'est d'avoir cette liberté de personnaliser les tableaux de bord. > > **Inconvénients**: C'est que la version gratuite est assez limitée au niveau des fonctionnlités. > > J'ai utilisé cet outil pour les projet simple dans sa version gratuite. ----- ### "Insightly developed to enhance our feeds" — 4.0/5 > **Denise** | *6 septembre 2022* | Marketing et publicité | Taux de recommandation : 9.0/10 > > **Avantages**: 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. > > **Inconvénients**: 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. ----- ### "Insightly is a great CRM Tool" — 4.0/5 > **Christina** | *31 juillet 2023* | Marketing et publicité | Taux de recommandation : 8.0/10 > > **Avantages**: Insightly offers many products and features to be a one-stop-shop in the administrative world. It allows a company to keep all of their client information in one location and access quickly and easily. It allows emailing clients directly in the software as well as filing previously sent emails to a client. > > **Inconvénients**: The way that some of the fields are set up, they are not made for quick editing, copying, etc. The phone number fields do not have an automated template, the number can be input anyway. The address fields, specifically state, do not have preset options and either can be an abbreviation or spelled out. It would be nice if these were preset so that it is uniform when printing reports, etc. Lastly, once you create a lead, even after converting to a contact, the lead still shows up when that specific client is searched for. It can be confusing when you need to click quickly. > > Overall, the CRM product has been a great business tool for everyday use. I would certainly recommend it to a business if they can afford the price point. ----- ### "Insightly highs and lows" — 3.0/5 > **Matthew** | *12 octobre 2022* | Conseil en gestion | Taux de recommandation : 3.0/10 > > **Avantages**: It is relatively intuitive easy to customise, easy to align to specific business needs. > > **Inconvénients**: Effective linkage of the databases that sit behind the product. If i log an activity for a against a contact that is part of an organisation, that activity will not be visible under the organisation. This is a big miss. There needs to be total linkage between all databases that sit within the system. There should be a hierarchy from Organisation to Contact to Project to Opportunity etc etc. This causes significant issues when trying to track client experience. Reporting No reports are drillable - they are simply static reports limiting their use. I constantly find myself needing to export a report to Excel so I can build a pivot table to effectively use it. User interface The user interface is very old fashioned and clunky. This is not just a statement about look and feel. When i create a report i get a list of objects with certain data that changes on a regular basis. So I need to select the item from within the report and change the value. But I cant do this quickly from within the report. I need to click on the item which then loads a separate page for the record. Then I need to click into that record which show all of the fields for the entire record. Then I need to click on the field in question, change it and then save it. I then need to close that page down and go back to the report page and refresh the page before this change is visible. This is a terrible UI and UX for a modern product today that is now significantly behind the the currently expected standard. ----- ### "Insightly - We're Back Again" — 5.0/5 > **Natalie** | *8 mars 2023* | Logiciels de construction | Taux de recommandation : 10.0/10 > > **Avantages**: The ease of tracking multiple types of projects and stages of the project and the visibility of each project's status. We tried Hubspot for two years and came back with Insightly as it was so much better to use. > > **Inconvénients**: The marketing function, and the products, pricebooks, and quotes could use some additional features compared to their competition. They aren't as easy to use and can be clunky at times. > > We love Insightly and have solved the major issue of project management as well as integration with Quickbooks so we can have a high level overview of each project, opportunity, and where we are with the quickbooks billing. It saves us a lot of time and removes a lot of human error in our processes as well. ----- Page : 1/27\ Suivant: [Page suivante](https://www.capterra.lu/software/130671/insightly?page=2) ## Liens - [Afficher sur Capterra](https://www.capterra.lu/software/130671/insightly) ## Cette page est disponible dans les langues suivantes. | Langue | 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 | | ----- ## Données structurées