Insightly

Insightly

CRM en ligne pour petite entreprise

3.9/5 (452 avis)

Insightly - Présentation

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.

Prix

À partir de
29,00 $US/mois
Types de licence
version d'essai gratuite
Gratuit
Abonnement
Rapport qualité-prix

Appareils

Type d'entreprise

S
M
L

Disponible dans les pays suivants

Asie, Australie, Canada, Chine, Europe et 5 autres, Allemagne, Inde, Japon, Amérique latine, Afrique et Moyen-Orient

Langues

anglais, français, portugais, espagnol

Insightly - Avis

Note globale
3.9/5
76% d'avis positifs
156
Excellent
187
Très bien
70
Moyen
15
Médiocre
24
Mauvais
James D.
Traduire avec Google Translate

Very easy to use and love the to-do list!

Logiciel utilisé tous les jours pendant plus d'un an
Publié le 29/07/2018
Provenance de l'avis : SoftwareAdvice

I like this program. I really do. I mean, that to-do list is so handy not only in theory but also in practice. The features make the program so easy to use and the fact that there is support on hand to explain any issues that the training videos did not cover is such a big bonus. We’ve had times during training where we were unsure of the functions, but one quick call to support cleared everything up. We feel like pros! However, the cost almost negates the good features. We are a small business and it’s difficult to justify the cost when there are so many cheaper or free CRMs available. Maybe they’ll come out with a small business version that isn’t quite as expensive but has the features you need to run your day-to-day tasks.

Avantages

I absolutely love the to-do list. It makes it so much easier to assign tasks to my employees. I always prefer to have tasks written down to verbal tasks, so this program helps so much in that aspect. I also really like the clean, efficient look to this program. It makes it very easy to use and is not as cluttered as other similar programs. I loved the training videos that helped my employees learn the ins and outs of the program. The fact that there is tech support readily available is also a plus. I hate having only email or only phone support available, but Insightly has both!

Inconvénients

It’s rather pricey. The free version does not provide all of the features that make this product worthwhile over the competitors’. To get all of the features, you have to pay more, which makes sense, just not for small business owners. The fact that a higher plan is required to forward emails is a big minus. It’s something that almost all businesses need but paying the amount for the professional version is not necessarily a cost that can be justified. I believe that if this program were a little bit less expensive it would be more useful for small and new businesses.

Note détaillée

Rapport qualité-prix
Simplicité d'utilisation
Support client

Probabilité de recommander le produit

9.0/10
Utilisateur vérifié
Traduire avec Google Translate

A necessary tool to run my business. No more searching for client information.

Logiciel utilisé tous les jours pendant plus d'un an
Publié le 11/05/2018
Provenance de l'avis : Capterra

Ease of Marketing and Sales process. Total contact management software that include picture of person. What a plus. Great training videos to guide all level of users. Wonderful opportunity to scale the software as the company grows from startup to height unknown. Pricing is fair and Insightly is not living on past accomplishments it is improving product continuously.

Avantages

They offer a free version to evaluate. Since it is without a time limit I used it and gradually became totally dependent on it. During a planning meeting with staff it was determined we could increase our efficiency by adding the professional version that includes email marketing tools and an easy interface with MailChimp. Now they have my paid business. It is with confidence that I agree to pay them for a monthly service that will be used by all members of my company. The program can accommodate the growth curve in a company such as mine. We started out simply needing contact management software. Later as our sales and marketing needs became more our focus adding these features was an easy decision. There are many videos to quickly bring a new user up to speed. The experienced user can use the videos to explore the many functions that may yet be used by a company as needs and goals change. The reporting function has recently become important as we need to know the results of our marketing and sales efforts. The tool is there and ready for us to implement. I think the more our company commits to using Insightly the more our communication between owners and employees improves. We openly share information on Insightly and our feedback has been positive. In the past before Insightly, communication was dispersed informally and sometimes led to bad feelings due to the inefficiency of word of mouth. Insightly is constantly making changes and updates to its software.

Inconvénients

Its not visually pretty. I know that is silly but staff has to look at it all day and they like pretty.
When a new user/employee first looks at program they make the mistake of thinking it is an old program. While I am able to bring them along and show them it isn't true, their first impression is a temporary detriment to their learning curve and acceptance of the program. In order for Insightly to be the awesome tool it is, requires employee and leader acceptance. Everyone on the team has input and others depend on that input to do their job. Sloppy work seems to come from lack of acceptance. Part of this is my responsibility as a leader to insist everyone use the tools as intended but again, if the program had a new interface and pretty colors it might make a difference. Personally I always choose function first and then presentation but input from staff is a factor I have to consider. One other area I would mention is the difference between leads and contacts. They are not intuitive to some people and I think a better explanation and reinforcement in training videos would make it easier for the new user. This confusion has lead to some mistakes by my users that require a bit of corrective action by more experienced users. There is very little for me to find wrong with Insightly that isn't based on personal style and preferences.

Note détaillée

Rapport qualité-prix
Simplicité d'utilisation
Support client

Probabilité de recommander le produit

10.0/10
Melissa B.
Traduire avec Google Translate

Insightly: The Sports Car of CRM's

Publié le 29/04/2015
Provenance de l'avis : SoftwareAdvice

Avantages

Having worked with clients using a variety of CRM’s we’ve seen the good, the bad, and the ugly. I often times refer to insightly as the sports car of CRM’s because it allows companies to manage sales, contacts, projects, opportunities and client fulfillment in a very clean, efficient and user-friendly way. Some of the features I love best are their pipelines and activity sets. For companies that are managing lots of clients at different stages of fulfillment, Insightly’s pipeline feature helps all the players involved know exactly what they need to do and when.

The client profile makes it easy for me to link contacts to organizations or note other important relationships. The ability to save my email communication and related tasks to a contact has become an essential part of how we use Insightly and it’s intuitive ability to save any attached files I send is another feature I love.

Other favorite features are their mass emailing tool within the CRM. I can send a personalized email to a group of clients without having to write individual emails. A task management feature that allows me to see on one screen what I’m working on for each of my clients and in all areas of my business. With one click I can see what each of my employees is working on, what’s been done. You can create custom tagging systems to easily sort and find clients in your database. In one place see all of the projects you’re currently working on and where they are in the process of completion. Insightly’s Gmail gadget makes it easy to assign tasks, create projects, save emails, add or update contact email easily from within your email. No more switching back and forth from program to program. Insightly University provides a good training source for new users in addition to their highly responsive customer service team. I also have to mention all the strategic partnerships that makes using Insightly with other programs really seamless. For example, Mailchimp, evernote, DropBox and Google Apps for Business to name a few.

Sure, there are lots bigger more robust CRM’s out there, but I don’t want to drive a Mack truck every day. I like my sports car. :)

Inconvénients

Insightly's calendar doesn't work for me, but I use google calendar and haven't missed it. I wish you could customize what you want to see on the home page. Right now it's just a running list of the activity on your accounts, but not super helpful in my opinion. Right now you have to manually advance pipelines. It would be nice to set them to advance to the next stage once all the activity sets are complete.

Note détaillée

Simplicité d'utilisation
Support client

Probabilité de recommander le produit

8.0/10
Tom C.
Traduire avec Google Translate

Insightly offers great features, ease of use, and low cost.

Publié le 09/04/2015
Provenance de l'avis : SoftwareAdvice

Avantages

Insightly is a very powerful toolkit, and incorporates both CRM and project management into the same application.  This makes it easier to keep track of status, and gives a single list of tasks which can show everything that needs to happen organized by person or by project.

Insightly has more powerful sales pipeline management, strong task management, and integrates CRM and projects.  

I use Google Apps for Business. Insightly has a direct integration with Google Apps.  This makes user management simple, and allows me some "extras" because their tool works nicely with Gmail.

Inconvénients

On the negative side, the permissions are more "liberal" than some competitors making it harder to block people from access to project information. You need to have a user account for every person working on each project, which may mean you have to buy a larger number of users than are in your organization.

Note détaillée

Simplicité d'utilisation
Support client

Probabilité de recommander le produit

10.0/10
Iain M.
Traduire avec Google Translate

Long time user verging toward long-suffering user

Logiciel utilisé tous les jours pendant plus de deux ans
Publié le 05/10/2016
Provenance de l'avis : GetApp

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.

Traduire avec Google Translate

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.

Note détaillée

Rapport qualité-prix
Simplicité d'utilisation
Support client

Probabilité de recommander le produit

5.0/10

Insightly - Prix

À partir de
29,00 $US/mois
Types de licence
version d'essai gratuite
Gratuit
Abonnement
Rapport qualité-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 - Fonctionnalités

  • API
  • Base de données de clients
  • Champs personnalisables
  • Données en temps réel
  • Gestion des calendriers
  • Importation et exportation de données
  • Intégration CRM
  • Intégration de tiers
  • Intégration des e-mails
  • Intégration des médias sociaux
  • Intégration mobile
  • Modèles personnalisables
  • Notifications automatiques
  • Rappels
  • Rapports et statistiques
  • Rapports personnalisables
  • Stratégie de marque personnalisable
  • Suivi des activités
  • Tableau de bord d'activités

  • Paiements électroniques

Plus d'informations sur Insightly

Insightly - Principales fonctionnalités

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

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

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. 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 :

Auto-entrepreneurs, Grandes entreprises, Entreprises de taille moyenne, Non Profit, PME

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, Forum, Base de connaissances, Support en ligne, Tutoriels vidéo

Logiciels équivalents

Logiciels les + demandés