Insightly Testbericht: Vorteile, Nachteile, Funktionen und Preise
Insightly is a customer relationship management (CRM) software that helps businesses organize and manage customer information to enhance engagement and drive growth. It is particularly beneficial for small to mid-sized businesses across various industries, including technology, real estate, and consulting firms, which require robust CRM capabilities and project management tools. Insightly simplifies customer relationship management by offering a unified platform for tracking customer interactions and managing projects.
Insightly CRM addresses common challenges like disorganized customer data, inefficient project management, and lack of integration across tools, making it ideal for sales and project management teams.
In this article, I'll cover Insightly's features, pros and cons, use cases, user reviews, pricing, and more, so you can compare it with the best CRMs and decide if it aligns with your customer engagement and project management needs and goals.
Insightly Evaluation Summary
- From $29/user/month (billed annually)
- 14-day free trial available
Why Trust Our Software Reviews
We’ve been testing and reviewing software since 2020. As CX leaders ourselves, we know how critical and difficult it is to make the right decision when selecting software.
We invest in deep research to help our audience make better software purchasing decisions. We’ve tested more than 2,000 tools for different CX use cases and written over 1,000 comprehensive software reviews. Learn how we stay transparent & our software review methodology.
Insightly Overview
In my opinion, Insightly serves as a reliable customer relationship management software with a user-friendly interface and solid project management tools. Its pricing is competitive, making it an appealing option for small to medium sized businesses. While its features are robust, it may lack some advanced capabilities found in pricier competitors. The onboarding process for this CRM tool might require some patience, but once set up, your team will appreciate its functionality. It also offers a mobile app that can come in handy. Insightly is a CRM software that is particularly well-suited for teams that value a balance between cost and features, without needing extensive customization or complex integrations.
pros
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You can manage your customer relationships effectively with its user-friendly CRM features.
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Your team benefits from its powerful project management capabilities.
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You enjoy the ease of tracking your sales pipeline with its intuitive design.
cons
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You might find the reporting features somewhat limited for advanced analytics.
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Your team could experience a learning curve with its interface.
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You might encounter occasional slow performance with larger datasets.
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SupportYourApp
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How We Test & Score Tools
We’ve spent years building, refining, and improving our software testing and scoring system. The rubric is designed to capture the nuances of software selection and what makes a tool effective, focusing on critical aspects of the decision-making process.
Below, you can see exactly how our testing and scoring works across seven criteria. It allows us to provide an unbiased evaluation of the software based on core functionality, standout features, ease of use, onboarding, customer support, integrations, customer reviews, and value for money.
Core Functionality (25% of final scoring)
The starting point of our evaluation is always the core functionality of the tool. Does it have the basic features and functions that a user would expect to see? Are any of those core features locked to higher-tiered pricing plans? At its core, we expect a tool to stand up against the baseline capabilities of its competitors.
Standout Features (25% of final scoring)
Next, we evaluate uncommon standout features that go above and beyond the core functionality typically found in tools of its kind. A high score reflects specialized or unique features that make the product faster, more efficient, or offer additional value to the user.
We also evaluate how easy it is to integrate with other tools typically found in the tech stack to expand the functionality and utility of the software. Tools offering plentiful native integrations, 3rd party connections, and API access to build custom integrations score best.
Ease of Use (10% of final scoring)
We consider how quick and easy it is to execute the tasks defined in the core functionality using the tool. High scoring software is well designed, intuitive to use, offers mobile apps, provides templates, and makes relatively complex tasks seem simple.
Onboarding (10% of final scoring)
We know how important rapid team adoption is for a new platform, so we evaluate how easy it is to learn and use a tool with minimal training. We evaluate how quickly a team member can get set up and start using the tool with no experience. High scoring solutions indicate little or no support is required.
Customer Support (10% of final scoring)
We review how quick and easy it is to get unstuck and find help by phone, live chat, or knowledge base. Tools and companies that provide real-time support score best, while chatbots score worst.
Customer Reviews (10% of final scoring)
Beyond our own testing and evaluation, we consider the net promoter score from current and past customers. We review their likelihood, given the option, to choose the tool again for the core functionality. A high scoring software reflects a high net promoter score from current or past customers.
Value for Money (10% of final scoring)
Lastly, in consideration of all the other criteria, we review the average price of entry level plans against the core features and consider the value of the other evaluation criteria. Software that delivers more, for less, will score higher.
Core Features
Contact Management: Insightly lets you store and manage customer information, making it easy to track interactions and build meaningful relationships. You can quickly access contact details, past communications, and activity history to personalize your engagement.
Project Management: With built-in project management tools, you can manage tasks, track progress, and collaborate with your team. It helps you keep projects on schedule and ensures everyone is on the same page.
Lead Routing: Automatically assign leads to the right team members based on predefined rules. This ensures that your sales team can respond quickly and efficiently to new opportunities.
Email Tracking: Insightly tracks email interactions, so you know when your emails are opened and read. This feature helps you follow up at the right time and understand engagement levels.
Custom Dashboards: Create dashboards that display the metrics most important to your business. This feature allows you to visualize your data and make informed decisions quickly.
Workflow Automation: Automate repetitive tasks and processes to save time and reduce errors. This feature ensures consistency in your operations and frees up your team to focus on more strategic activities.
Ease of Use
Insightly offers a user-friendly interface. But it can be a bit challenging initially for users due to its complex navigation and interface. However, once you get accustomed to its structure, the platform offers robust functionalities that can support your team’s needs. Relying on Insightly’s customer support can significantly ease the learning curve, providing detailed guidance to navigate its features effectively.
Integrations
Insightly integrates with Google Services, Gmail, MailChimp, HubSpot, QuickBooks Online, Outlook, Xero, Slack, PandaDoc, Docusign, Evernote, Zoho CRM, Zapier, and Zoom.
Insightly also provides an API for custom integration and connects with third-party integration tools like Zapier for additional app automation.
Insightly Specs
- 2-Factor Authentication
- API
- Calendar Management
- Call Tracking
- Campaign Management
- Click-to-Dial
- Contact Management
- Contact Sharing
- Custom Data Forms
- Customer Management
- Dashboard
- Data Export
- Data Import
- Data Visualization
- Email Integration
- External Integrations
- File Sharing
- File Transfer
- Google Apps Integration
- Lead Management
- Lead Scoring
- Marketing Automation
- Mobile App
- Multi-User
- Notifications
- Pipeline Management
- Sales Automation
- Scheduling
- Social-Media Integration
- Task Scheduling/Tracking
- Third-Party Plugins/Add-Ons
