Insightly - Présentation
Description du logiciel 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.
Insightly - Présentation
Prix
Types de licence
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.
Insightly - Fonctionnalités
Media
Insightly - Avis
Insightly - Avis
Manage your business relationships with Insightly
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.
Brings all record-keeping together
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.
A complete CRM for mid business
A good option if you are new in CRM since is a fair cost and price valued software. Easy to integrate to Google and G suites as well as to export all the contacts and information needed.
Long time user verging toward long-suffering user
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.
Excellent CRM for small Business
I use this as my personal CRM, so if a customizeable CRM is not required this is certainly an option
Comparatif avec les logiciels similaires : note globale
Comparer avec les alternatives
Manage your business relationships with Insightly
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.
Brings all record-keeping together
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 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!
A complete CRM for mid business
A good option if you are new in CRM since is a fair cost and price valued software. Easy to integrate to Google and G suites as well as to export all the contacts and information needed.
Avantages
Interface helps you to get familiar with a CRM when you are recently introduce to customer administration matters. Since leads, to contacts, to opportunities, this CRM lets you to keep track ps every person that gets in touch with your business, even when is not your customer yet. Easy to configure, get relationships of common organization, connects one client with other when they are referrals. Let you administrate since your sales funnel to your current customer relationship.
Inconvénients
You definitively need to spend good time in the initial configuration; trying to modify on the road can really get you in trouble and have no real numbers.
In order to have the best experience, basic plans might let you off to enjoy all the functionalities as dashboard design.
Long time user verging toward long-suffering user
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 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 laura@insightly.com and we can let you know if they are on the roadmap. Thanks.
Excellent CRM for small Business
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.
Comparatif avec les logiciels similaires : recommandation utilisateur
Comparer avec les alternatives
Insightly - Prix
Insightly - 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.
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.
Comparatif avec les logiciels similaires : rapport qualité-prix
Comparer avec les alternatives
Insightly - Fonctionnalités
Insightly - Fonctionnalités
Comparatif avec les logiciels similaires : note sur les fonctionnalités
Comparer avec les alternatives
Catégories
Catégories
Plus d'informations sur Insightly
Plus d'informations sur Insightly
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.
Insightly - FAQ
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 $US/mois
Type de licence: Gratuit, Abonnement
Essai gratuit: Disponible
Insightly dispose d'une version totalement gratuite limitée à 2 utilisateurs. La version standard est à 12$ par pers. avec utilisateurs illimités . Une version entreprise est aussi disponible avec des enregistrements illimités. Contactez Insightly pour un devis.
Q. Quelles sont les principales fonctionnalités du logiciel Insightly ?
Nous n'avons pas d'informations sur les fonctionnalités de Insightly.
Q. Qui utilise Insightly ?
Utilisateurs habituels du logiciel Insightly :
PME, Grandes entreprises, À but non lucratif, Auto-entrepreneurs, Entreprises de taille moyenne
Q. Dans quelles langues Insightly est-il disponible ?
Langues dans lesquelles Insightly est disponible :
anglais, français, portugais, espagnol
Q. Quels sont les types de licence disponibles pour Insightly ?
Types de licences disponibles pour Insightly:
Gratuit, Abonnement
Q. Insightly prend-il en charge les appareils mobiles ?
Appareils pris en charge par Insightly :
Android, iPhone, iPad
Q. Avec quelles applications Insightly peut-il s'intégrer ?
Applications s'intégrant à Insightly :
Bitium, Campaign Monitor, Easy Insight, Freshdesk, Google Drive, HappyFox, QuickBooks Online, Vision Helpdesk, WebMerge, Zapier
Q. Quelles sont les ressources d'aide disponibles pour Insightly ?
Ressources d'aide disponibles pour Insightly :
FAQ, Base de connaissances, Support en ligne, Tutoriels vidéo, Forum
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.