
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.
Pour quelle entreprise ?
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
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Fonctionnalités
Nombre total de fonctionnalités pour Insightly : 129
Alternatives
Salesforce Sales Cloud

Pipedrive

HubSpot CRM

Bitrix24

Avis
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- Secteur d'activité : Services et technologies de l'information
- Taille de l'entreprise : 10 000+ 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
A reliable and completely user-friendly tool with immense productivity.
Publié le 24/07/2019
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.
Avantages
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.
Inconvénients
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.
Réponse de Insightly
Hi Susan,
Thank you for the feedback. The Chrome Extension you're talking about is actually sunset. Try the new Add-On. :)

- Secteur d'activité : Équipements publics
- Taille de l'entreprise : 2-10 employés
- Logiciel utilisé tous les jours pendant Essai gratuit
-
Provenance de l'avis
Note globale
- Simplicité d'utilisation
- Probabilité de recommander le produit 8.0 /10
Brings all record-keeping together
Publié le 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.
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.
Alternatives envisagées
Salesforce Sales CloudPourquoi passer à Insightly
Salesforce was not transparent in their pricing. Also, my colleague told me that she heard Salesforce is difficult to set up.Réponse 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!
- Secteur d'activité : Construction
- Taille de l'entreprise : 51-200 employés
- Logiciel utilisé toutes les semaines 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
Scalable CRM platform for businesses of all sizes
Publié le 27/06/2022
Insightly has been a beneficial addition to our sales and marketing efforts allowing us to easily...
Insightly has been a beneficial addition to our sales and marketing efforts allowing us to easily store our contacts, leads, and projects in one platform.
Avantages
I really like how Insightly can be customized and scaled to fit the needs of the business. We are a mid size company and other CRMs were too robust and complicated. Insightly is just right.
Inconvénients
I think it is kind of expensive per user. I would like to see a lower monthly cost per user.
Alternatives envisagées
Salesforce Sales CloudPourquoi passer à Insightly
Insightly was the right sized product for us and our needs. Salesforce was too expensive and had to many features we didn't need.
- Secteur d'activité : Logiciels
- Taille de l'entreprise : 11-50 employés
- Logiciel utilisé tous les jours pendant 6 à 12 mois
-
Provenance de l'avis
Note globale
- Rapport qualité-prix
- Simplicité d'utilisation
- Support client
- Probabilité de recommander le produit 6.0 /10
A fairly reasonable CRM for a small business
Publié le 09/08/2022
It's a fairly easy to use platform for a company who doesn't need the complexity, cost and...
It's a fairly easy to use platform for a company who doesn't need the complexity, cost and extraneous functionality of something like Salesforce. However for some of the tasks we need it for, there are often gaps in the UI and areas where the documentation is severely lacking. The support team are slow and very unhelpful, often trying to push professional services rather than resolving issues.
Avantages
It's pretty easy to use for the most part so less technically able staff can use it with relatively few issues.
Inconvénients
The documentation is quite lacking and mostly quite outdated. Their support is extremely poor and is often used as leverage to sell professional services.
Réponse de Insightly
Hello Andrew,
Thanks for taking the time to review Insightly. While I'm glad you've had some success leveraging the CRM due to the price point and simplicity, I'm sorry to hear about your challenges with support and documentation. If you're willing, I'd love to gather more information about your specific case and see if there's anything we can do to help.

- Secteur d'activité : Conseil en gestion
- Taille de l'entreprise : 11-50 employés
- Logiciel utilisé toutes les semaines pendant plus de deux ans
-
Provenance de l'avis
Note globale
- Rapport qualité-prix
- Simplicité d'utilisation
- Probabilité de recommander le produit 7.0 /10
Insightly : a good option to start with cloud based CRMs for Small businesses
Publié le 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.
Avantages
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.
Inconvénients
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.
Alternatives envisagées
Vtiger CRM, Zoho CRM, Salesforce Sales Cloud, Salesforce Retail CRM, Bitrix24 et HubSpot CRMPourquoi passer à 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.Insightly - 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 $US/mois
- Type de licence : Version gratuite, Abonnement
- Version d’essai gratuite : Disponible
Insightly dispose d'une version totalement gratuite limitée à 2 utilisateurs. La version standard est à 12$ 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 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
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 CRM
- Logiciels de gestion de contacts
- Logiciels de SFA (Sales Force Automation)
- Logiciels de gestion des leads
- 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