Insightly Testbericht: Vorteile, Nachteile, Funktionen und Preise

Q: How does Insightly ensure data security and compliance?

Insightly takes data security and compliance seriously, adhering to several international standards and regulations. It is SOC 2 Type 2 compliant, which means it follows stringent guidelines for managing customer data based on five trust service principles: security, availability, processing integrity, confidentiality, and privacy. Insightly also complies with the EU-U.S. Privacy Shield Framework and the Swiss-U.S. Privacy Shield Framework, ensuring data transfer protection between the EU and the United States. Additionally, it is GDPR and HIPAA compliant, making it suitable for handling sensitive information securely.

Q: Can Insightly support large-scale data management for my team?

Yes, Insightly can efficiently handle large-scale data management, making it suitable for teams of all sizes. It offers robust data import and export capabilities, allowing you to move large datasets with ease. The platform also supports customizable fields and records, enabling your team to manage data in a way that aligns with your business processes.

Q: How does Insightly facilitate collaboration among team members?

Insightly enhances team collaboration through features like shared contact lists, task management, and project tracking. Team members can access shared calendars, assign tasks, and set milestones to ensure everyone is aligned. Insightly also provides integration with popular communication tools such as Slack and Microsoft Teams, allowing your team to stay connected and informed.

Q: What kind of customer support does Insightly offer?

Insightly provides comprehensive customer support, including a detailed help center with articles and how-to guides. For more personalized assistance, you can contact their support team via email or phone. Insightly also offers training webinars and an active community forum where users can share tips and solutions.

Q: How does Insightly handle data backups and recovery?

Insightly performs automatic data backups to ensure that your information is safe and recoverable. The platform uses secure cloud storage to protect your data from loss or corruption. In case of accidental data deletion, Insightly offers data recovery options to help restore your records quickly.

Q: Can Insightly be customized to fit my business needs?

Yes, Insightly offers extensive customization options to tailor the platform to your specific business requirements. You can customize fields, layouts, and workflows to match your processes. Insightly also supports custom app development through its API, allowing you to create bespoke solutions that integrate seamlessly with your existing systems.

Q: How does Insightly ensure the privacy of customer data?

Insightly employs industry-standard encryption protocols to protect customer data both in transit and at rest. The platform uses AES-256 encryption for data storage and TLS for data transmission. Insightly also implements strict access controls and audit logs to ensure that only authorized personnel can access sensitive information.

Q: Is Insightly suitable for businesses operating in highly regulated industries?

Insightly is well-suited for businesses in regulated industries due to its compliance with multiple security standards, including HIPAA and GDPR. Its robust security measures and compliance certifications make it a reliable choice for managing sensitive data in industries such as healthcare and finance.

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

Unified dashboard tracks contacts, sales, and project progress in one place.

Rating

4.1 /5

Pricing

From $29/user/month (billed annually)
14-day free trial + free demo available

Warum Sie unseren Software-Bewertungen vertrauen können

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

You can manage your customer relationships effectively with its user-friendly CRM features.
Your team benefits from its powerful project management capabilities.
You enjoy the ease of tracking your sales pipeline with its intuitive design.

cons

You might find the reporting features somewhat limited for advanced analytics.
Your team could experience a learning curve with its interface.
You might encounter occasional slow performance with larger datasets.

Featured Tools

Wie wir Tools testen & bewerten

Wir haben jahrelang unser System zur Softwarebewertung entwickelt, verfeinert und verbessert. Unser Bewertungsraster ist darauf ausgelegt, die Nuancen der Softwareauswahl und Merkmale eines effektiven Tools abzubilden, wobei der Fokus auf den entscheidenden Aspekten des Entscheidungsprozesses liegt. Nachfolgend sehen Sie, wie unser Test- und Bewertungssystem anhand von sieben Kriterien funktioniert. Es ermöglicht uns, eine unabhängige Bewertung der Software basierend auf Kernfunktionen, besonderen Merkmalen, Benutzerfreundlichkeit, Onboarding, Kundensupport, Integrationen, Kundenbewertungen und Preis-Leistungs-Verhältnis zu geben.

Kernfunktionen (25% der Gesamtnote)

Der Ausgangspunkt unserer Bewertung ist immer die grundlegende Funktionalität eines Tools. Verfügt es über die Basisfunktionen, die ein Benutzer erwarten würde? Sind einige dieser Kernfunktionen nur in teureren Preisplänen verfügbar? Im Kern erwarten wir, dass ein Tool mit den Grundfunktionen seiner Konkurrenten mithalten kann.

Besondere Merkmale (25% der Gesamtnote)

Anschließend bewerten wir außergewöhnliche Funktionen, die über die üblichen Kernfunktionen hinausgehen. Eine hohe Punktzahl spiegelt spezialisierte oder einzigartige Features wider, die das Produkt schneller, effizienter oder für den Endnutzer besonders wertvoll machen. Wir prüfen außerdem, wie einfach es ist, das Tool mit anderen typischerweise verwendeten Programmen zu integrieren, um die Funktionalität und den Nutzen zu erweitern. Tools mit vielen nativen Integrationen, Verbindungen zu Drittanbietern und API-Zugang für eigene Integrationen erhalten die besten Bewertungen.

Benutzerfreundlichkeit (10% der Gesamtnote)

Wir berücksichtigen, wie schnell und einfach sich Aufgaben ausführen lassen, die zur Kernfunktionalität gehören. Software mit hoher Punktzahl ist gut gestaltet, intuitiv zu bedienen, bietet mobile Apps, stellt Vorlagen bereit und erleichtert auch relativ komplexe Aufgaben erheblich.

Onboarding (10% der Gesamtnote)

Wir wissen, wie wichtig eine schnelle Team-Akzeptanz einer neuen Plattform ist. Deshalb bewerten wir, wie leicht sich ein Tool mit minimalem Training erlernen und benutzen lässt. Wir prüfen, wie schnell ein Teammitglied ohne Vorkenntnisse eingerichtet ist und das Tool nutzen kann. Lösungen mit hoher Bewertung erfordern wenig oder keine Unterstützung.

Kundensupport (10% der Gesamtnote)

Wir beurteilen, wie schnell und einfach man telefonisch, per Live-Chat oder Wissensdatenbank Unterstützung erhält. Tools und Anbieter mit echtem Echtzeit-Support bekommen die besten Bewertungen, während Chatbots am schlechtesten abschneiden.

Kundenbewertungen (10% der Gesamtnote)

Neben unseren eigenen Tests berücksichtigen wir den Net Promoter Score von aktuellen und ehemaligen Nutzern. Wir prüfen, ob sie sich wieder für das Tool entscheiden würden. Software mit hoher Bewertung weist auch einen hohen Net Promoter Score auf.

Preis-Leistungs-Verhältnis (10% der Gesamtnote)

Schließlich bewerten wir unter Berücksichtigung aller anderen Kriterien den durchschnittlichen Preis der Einstiegspläne in Bezug auf die Kernfunktionen und vergleichen den Nutzen der anderen Bewertungskriterien. Software, die mehr für weniger bietet, erhält eine höhere Bewertung.

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.

screenshot - Insightly Testbericht: Vorteile, Nachteile, Funktionen und Preise — Contact management centralizes customer data for easy tracking and personalized engagement.

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

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Insightly Testbericht: Vorteile, Nachteile, Funktionen und PreiseOpens new window

Insightly Testbericht: Vorteile, Nachteile, Funktionen und Preise

Insightly Evaluation Summary

Warum Sie unseren Software-Bewertungen vertrauen können

Insightly Overview

pros

cons

Wie wir Tools testen & bewerten

Kernfunktionen (25% der Gesamtnote)

Besondere Merkmale (25% der Gesamtnote)

Benutzerfreundlichkeit (10% der Gesamtnote)

Onboarding (10% der Gesamtnote)

Kundensupport (10% der Gesamtnote)

Kundenbewertungen (10% der Gesamtnote)

Preis-Leistungs-Verhältnis (10% der Gesamtnote)

Core Features

Ease of Use

Integrations

Insightly Specs

Alternatives to Insightly

Copper

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Salesforce CRM

Apptivo

Insightly FAQs

How does Insightly ensure data security and compliance?

Can Insightly support large-scale data management for my team?

How does Insightly facilitate collaboration among team members?

What kind of customer support does Insightly offer?

How does Insightly handle data backups and recovery?

Can Insightly be customized to fit my business needs?

How does Insightly ensure the privacy of customer data?

Is Insightly suitable for businesses operating in highly regulated industries?