En savoir plus sur Insightly

Insightly est une solution gestion de CRM (Custommer Relationship Management) SaaS destinée aux entreprises de taille moyenne en pleine expansion. Plus de 1,5 million d'utilisateurs dans le monde utilisent Insightly pour gérer en toute sécurité toutes leurs données clients en un seul endroit, établir des relations avec les clients, accélérer les ventes et livrer systématiquement les projets en respectant les délais. Insightly propose des plug-ins Gmail et Outlook, ainsi que des outils pour faciliter les intégrations avec tout autre système. Plus spécifiquement, les entreprises utilisent Insightly pour la mise en relation, la gestion des contacts, le suivi des e-mails, la gestion des leads, la gestion des opportunités, la génération de devis, l'automatisation des flux de travail, la gestion de projets, le reporting avancé, la gestion des appels et l'harmonisation des ventes avec le marketing. Une application CRM mobile est également disponible avec lecture de cartes de visite et notes audio pour permettre des mises à jour rapides et faciles quand les équipes de vente sont sur le terrain.
Insightly Logiciel - 1
Insightly Logiciel - 2
Insightly Logiciel - 3
Insightly Logiciel - 4
Insightly Logiciel - 5
Vidéo de Insightly
Insightly Logiciel - 1 - aperçu
Insightly Logiciel - 2 - aperçu
Insightly Logiciel - 3 - aperçu
Insightly Logiciel - 4 - aperçu
Insightly Logiciel - 5 - aperçu

Insightly - Prix

Insightly est disponible en version gratuite et propose un essai gratuit. La version payante de Insightly est disponible à partir de 29,00 $US/mois.

À partir de :
29,00 $US/mois
Version gratuite :
Oui
Version d'essai gratuite :
Oui

Produits similaires à Insightly

Nimble

Nimble propose un widget de navigateur et une solution mobile d'automatisation de la force de vente et de social CRM...

Salesforce Platform

Salesforce Platform est une solution PaaS (Platform-as-a-Service) adressée aux grandes entreprises qui permet aux...

Teamleader

Teamleader est une solution cloud de gestion de la relation client qui s'adresse aux PME et aux grandes entreprises en...

Trello

Trello est un outil de collaboration visuelle conçu pour la planification de tâches et de projets. Couramment utilisée...

monday.com

monday.com, une plateforme primée de gestion de projet et de collaboration, aide les équipes à planifier et à mettre en...
"Asana aide les équipes à organiser leur travail à grande échelle, des tâches quotidiennes aux initiatives stratégiques....

Insightly - Avis

Évaluation des fonctionnalités

Rapport qualité-prix
4,0
Fonctionnalités
3,9
Simplicité
4,0
Support client
3,8
Sylvie Florence
  • Secteur d'activité : Vente au détail
  • Taille de l'entreprise : 2–10 employés
  • Logiciel utilisé tous les jours pendant Essai gratuit
  • Provenance de l'avis
Rapport qualité-prix
5
Fonctionnalités
4
Simplicité
5
Support client
4

4
Publié le 06/10/2023

Logiciel de CRM

Avantages

Un meilleur produit de CRM très performant et facile à utiliser avec des fonctionnalités complètes et très simple. Flexible et très pratique

Inconvénients

Je n'ai pas d'inconvénients et le recommande

Susan
  • 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
Rapport qualité-prix
5
Fonctionnalités
5
Simplicité
5
Support client
5

5
Publié le 24/07/2019

A reliable and completely user-friendly tool with immense productivity.

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. :)

Répondu le 16/08/2019
Anne
  • Secteur d'activité : Formation professionnelle et coaching
  • Taille de l'entreprise : 2–10 employés
  • Logiciel utilisé tous les jours pendant plus d'un an
  • Provenance de l'avis
Rapport qualité-prix
4
Fonctionnalités
4
Simplicité
5
Support client
3

4
Publié le 17/10/2022

Customizing Insightly

I think it is a great, affordable product. I'm disappointed in the Customer Care response (or lack thereof). The Customer Support team is great. They can troubleshoot and fix items. Customer Care is required if you are trying to better/best use the product. I think that group needs some work. Anyone customizing the product should be confident that Insightly knows how it will be used for user's business and that may mean more questions upfront, better understanding of a client's business.

Avantages

That we could customize. We were able to make this software work for our needs, which were a bit different than how the typical sales team might. We can track our orders and do great reporting.
Dashboards are very nice feature. Ability to customize pipelines very helpful and visuals are great. Customer support team is helpful and responsive.

Inconvénients

Integration with our needs was a bit difficult. Our sales person seemed to understand what we needed to accomplish but I don't think the customer care person is as savvy. Customization is great, but if it impacts how you can report items or get most accurate data, user needs to understand that. We got creative in how we used items and where possible, didn't customize, just repurposed so we got the benefit of the connections Insightly makes. In our haste to be up and using, I don't think enough time was spent on that and rework was involved.

Pourquoi choisir Insightly 

Did not like the web version as much as the local and the local had to sync properly. It's better to be in the web and Insightly affords that ease. People were challenged by using Act in some cases and I think just soured on it so sometimes it's best to start fresh.

Logiciel antérieur 

Act!

Pourquoi passer à Insightly

functionality, customization and cost
Matthew
  • Secteur d'activité : Conseil en gestion
  • Taille de l'entreprise : 11–50 employés
  • Logiciel utilisé tous les jours pendant plus de deux ans
  • Provenance de l'avis
Rapport qualité-prix
0
Fonctionnalités
2
Simplicité
2
Support client
0

3
Publié le 12/10/2022

Insightly highs and lows

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.

Tarek
  • 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
Rapport qualité-prix
4
Fonctionnalités
4
Simplicité
3
Support client
0

4
Publié le 10/10/2021

Insightly : a good option to start with cloud based CRMs for Small businesses

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.

Pourquoi 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.

Catégories connexes