
Sobre Insightly
Insightly es uno de los software CRM más populares del mundo para usuarios de Google y Office 365. Se dirige a pequeñas y medianas empresas. Insightly cuenta con más de 1.5 millones de usuarios en todo el mundo y es compatible con diversos sectores como fabricación, consultoría, medios de comunicación, comunicaciones, construcción y muchos otros.
Con Insightly, toda la información crítica de ventas y negocios (clientes potenciales, contactos, correos electrónicos, eventos, presupuestos, proyectos, tareas, oportunidades de ventas e informes de negocio) está organizada y disponible en tu dispositivo. El resultado es que todos tus compañeros de equipo tienen la información más actualizada sobre los clientes, lo que da como resultado una mejor visibilidad, atención al cliente y ventas.
Insightly reconoce que cada negocio es diferente, por lo que los objetos y aplicaciones personalizados permiten a las organizaciones adaptar su solución a sus flujos de trabajo y procesos, garantizando así una alta adopción y satisfacción. Las integraciones también son clave para la adopción de los usuarios de CRM, por lo que Insightly ofrece una variedad de integraciones destacadas con plataformas de correo electrónico, gestión de documentos, contabilidad y mensajería.
Para cualquier otra integración necesaria, Insightly ofrece distintos enfoques: una API RESTful abierta (y gratuita), webhooks o Lambda para permitir la sincronización de datos.
Precios desde:
US$ 29,00/mes
- Versión gratuita
- Prueba gratis
- Suscripción
Las 5 mejores alternativas a Insightly
Dispositivos
Tamaño de la empresa
Disponible en los países siguientes
Australia, Canadá, China, Alemania, Reino Unido, India, Japón, Nueva Zelanda, Estados Unidos y otros 4
Idiomas admitidos
español, francés, inglés, portugués
Precios desde:
US$ 29,00/mes
- Versión gratuita
- Prueba gratis
- Suscripción
Las 5 mejores alternativas a Insightly
Imágenes







Funciones
Funcionalidades totales de Insightly: 129
Alternativas
Salesforce Sales Cloud

Pipedrive

HubSpot CRM

Bitrix24

Opiniones
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- Sector: Tecnología y servicios de la información
- Tamaño de la empresa: 10.000+ empleados
- Software usado A diario durante Más de un año
-
Fuente de la reseña
Calificación general
- Relación calidad-precio
- Facilidad de uso
- Asistencia al cliente
- Probabilidad de recomendación 10.0 /10
A reliable and completely user-friendly tool with immense productivity.
Revisado el 24/7/2019
Insightly CRM offers a wide range of services for our business to improve our customer services and...
Insightly CRM offers a wide range of services for our business to improve our customer services and have provided us with benefits to enhance our marketplace. It has allowed us to successfully engage our working relationships with the clients in a more reliable way. I have also been performing project management tasks with this tool.
Puntos a favor
Insightly CRM is itself a very reliable tool which allows the user to gain the most of the advantage with its easy to use features and efficient tools. We can also easily integrate it with other tools to improve the overall productivity. It's super responsive when dealing with the customers. We can easily maintain our sales cycles and ongoing customer service to provide extra care for the clients. The user-interface is also quite easy and manageable than other such tools.
Puntos en contra
Chrome extensions are bit of a clunky addition which further complicated the working procedure so mostly avoid it. The other tools integration is right on point but the social media integration misses few of the parts and continues to be a wastage of time for us. In the end, it proves to be much effected on our overall work and improves the efficiency of our work routine.
Respuesta de Insightly
Hi Susan,
Thank you for the feedback. The Chrome Extension you're talking about is actually sunset. Try the new Add-On. :)

- Sector: Servicios
- Tamaño de la empresa: 2-10 empleados
- Software usado A diario durante Prueba gratis
-
Fuente de la reseña
Calificación general
- Facilidad de uso
- Probabilidad de recomendación 8.0 /10
Brings all record-keeping together
Revisado el 25/12/2019
We have only been using Insightly for a couple of weeks, but overall I've liked it a lot. Prior to...
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.
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.
Puntos en contra
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.
Alternativas consideradas
Salesforce Sales CloudRazones para cambiar a Insightly
Salesforce was not transparent in their pricing. Also, my colleague told me that she heard Salesforce is difficult to set up.Respuesta de Insightly
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!
- Sector: Consultoría de gestión
- Tamaño de la empresa: 51-200 empleados
- Software usado A diario durante Más de dos años
-
Fuente de la reseña
Calificación general
- Relación calidad-precio
- Facilidad de uso
- Asistencia al cliente
- Probabilidad de recomendación 5.0 /10
Long time user verging toward long-suffering user
Revisado el 5/10/2016
This is a product I wanted to like so much. We have been using Insightly for many years. We were...
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.
Puntos a favor
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.
Puntos en contra
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.
Respuesta de Insightly
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.

- Sector: Consultoría de gestión
- Tamaño de la empresa: 11-50 empleados
- Software usado Semanalmente durante Más de dos años
-
Fuente de la reseña
Calificación general
- Relación calidad-precio
- Facilidad de uso
- Probabilidad de recomendación 7.0 /10
Insightly : a good option to start with cloud based CRMs for Small businesses
Revisado el 10/10/2021
Insightly helps entrepreneurs and small businesses like most of our clients to get to the digital...
Insightly helps entrepreneurs and small businesses like most of our clients to get to the digital space and excel in no time. As a Technology expert, I highly recommend it to entrepreneurs beginning with tech and online platforms for their business.
Puntos a favor
Insightly Helps small and mid business manage their leads and projects online, through a fully fledged cloud based tool that provides an abundance of smart features, including customer insights from internet sources, and structured project/opportunity management platform.
Puntos en contra
It is probably requiring some advanced knowledge from our end, but integrating Insightly with e-mail services, social media and other 3rd parties seemed to be complex. We've been using Insightly in its early times, and I'm sure that things went better afterwards with the continuous improvements by Insightly amazing teams.
Alternativas consideradas
Vtiger CRM, Zoho CRM, Salesforce Sales Cloud, Salesforce Retail CRM, Bitrix24 y HubSpot CRMRazones para cambiar a Insightly
In its first launch, Insightly shown more functions for small businesses that attracted me, especially for individuals with no previous experience of online software CRMs. Nevertheless, each of the other competitors on the market has its competitive advantage, and addresses the needs of a particular niche. Each consumer needs to know first what features make sense to their business before choosing a CRM.- Sector: Empleo y contratación
- Tamaño de la empresa: 51-200 empleados
- Software usado A diario durante Más de dos años
-
Fuente de la reseña
Calificación general
- Relación calidad-precio
- Facilidad de uso
- Asistencia al cliente
- Probabilidad de recomendación 8.0 /10
Effective and Affordable
Revisado el 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.
Puntos a favor
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.
Puntos en contra
Documenting phone call attempts and connects take too many steps. The Task portion is a bit complicated and again requires too many steps.
Razones para cambiar a Insightly
More enhanced features are included without additional costs.Respuesta de Insightly
Hi Nezar,
Thank you for the feedback!!!
Preguntas frecuentes sobre Insightly
He aquí algunas preguntas frecuentes sobre Insightly.P. ¿Qué tipo de planes de precios ofrece Insightly?
Insightly ofrece los siguientes planes de precios:
- A partir de: US$ 29,00/mes
- Modelo de precios: Versión gratuita, Suscripción
- Prueba gratis: Disponible
P. ¿Quiénes son los usuarios habituales de Insightly?
Los clientes habituales de Insightly son:
Trabajador autónomo, 2-10, 11-50, 51-200, 201-500, 501-1.000, 1.001-5.000
P. ¿Qué idiomas admite Insightly?
Insightly admite los siguientes idiomas:
español, francés, inglés, portugués
P. ¿Insightly es compatible con dispositivos móviles?
Insightly admite los siguientes dispositivos:
Android (móvil), iPhone (móvil), iPad (móvil)
P. ¿Con qué otras aplicaciones se integra Insightly?
Insightly se integra con las siguientes aplicaciones:
10to8, 123FormBuilder, ActiveCampaign, ActiveDEMAND, Acuity Scheduling, Aircall, AnyMeeting, Asana, Automate.io, Benchmark Email, Bidsketch, BookingSync, Box, CallRail, Campaign Monitor, Chargebee, Clio, ConnectWise Manage, Constant Contact, Contactually, Cyclr, Dasheroo, Debitoor, Delivra, Direct Mail, DirectIQ Email Marketing, 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, Keap, Kissflow Digital Workplace, Kixie PowerCall, Kustomer, Lead Liaison, LiquidPlanner, Mad Mimi, MailUp, Mailchimp, MailerLite, Marketo Engage, Mavenlink, Membrain, Meta for Business, Microsoft 365, Microsoft Outlook, Microsoft Power BI, Mojo Helpdesk, Myphoner, OmniFocus, OneDrive, Operations Hub, Outreach, PandaDoc, Pardot, PersistIQ, Podio, Process Street, Proposable, Proposify, Pure Chat, Quickbooks Online, Quote Roller, Quotient, Recurly, Reply, Robly, Sage Business Cloud, SalesforceIQ, ScheduleOnce, 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, Zendesk Sell, Zoho Books, Zoho CRM, Zoho Invoice, dotdigital Engagement Cloud, dotloop, noCRM.io
P. ¿Qué tipo de asistencia ofrece Insightly?
Insightly ofrece las siguientes opciones de asistencia:
E-mail/Help Desk, Preguntas frecuentes/foro, Base de conocimientos, Chat
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