Reseña de Insightly: ventajas, desventajas, características y precios
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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
4.1/5
- From $29/user/month (billed annually)
- 14-day free trial
Por qué confiar en nuestras recomendaciones de software
6,700+
Reviews
20
Industry experts
16+
Evaluation factors
14
Years
Nuestro equipo lleva probando y evaluando software desde 2012. Como líderes de CX, sabemos lo difícil —y lo importante— que es elegir el software adecuado.
Para esta guía, evaluamos las herramientas mediante pruebas prácticas e investigación independiente, puntuando las herramientas según nuestros criterios de selección.
Nuestras reseñas reflejan nuestro criterio editorial humano, no un discurso de ventas.
Gui DrusinaCreative Director
Tim FisherVP of AI
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.
Is Insightly Right For Your Needs?
Who Would be a Good Fit for Insightly?
Insightly is a great choice for small to mid-sized businesses and startups that need a CRM with project management capabilities. If your team requires tools for managing both customer relationships and projects in one place, Insightly's features like task management and pipeline visualization will be helpful. It is also a useful CRM solution for sales teams looking to streamline the sales process and efficient pipeline management. It’s particularly useful for businesses that want to integrate their CRM system with existing tools without dealing with complex coding.
- Small BusinessesInsightly helps you manage customer relationships and projects with ease, thanks to its user-friendly interface and affordable pricing.
- Sales TeamsYour team can track leads and manage sales pipelines with Insightly's robust sales force automation and lead management features.
- Project ManagementTeams needing to oversee projects can benefit from Insightly's task management and milestone tracking.
- Marketing DepartmentsInsightly offers marketing automation, email templates, and email marketing tools that allow you to manage campaigns and track their performance.
- Professional ServicesIf you're in consulting or other services, Insightly's client relationship management features help maintain strong client connections.
- NonprofitsInsightly's integration capabilities and ease of use allow you to focus on your mission and donor relations rather than complex tech management.
Who Would be a Bad Fit for Insightly?
If your team needs deep customization, using Insightly might not be for you. Companies needing intricate data analysis could find it lacking. Large enterprises with complex workflows may find Insightly's feature set too limited, as it caters more to small and medium businesses. If your business relies heavily on integrations beyond Insightly's current offerings, you might face challenges.
- Large EnterprisesInsightly's features are tailored more for small to medium-sized businesses, making it less ideal for large enterprises with complex needs.
- Retail ChainsRetail businesses needing extensive inventory management features might find Insightly insufficient.
- NonprofitsOrganizations requiring advanced fundraising tools may find Insightly's capabilities limited.
Cómo Probamos y Evaluamos Herramientas
Hemos pasado años construyendo, refinando y perfeccionando nuestro sistema de evaluación y puntuación de software. La rúbrica está diseñada para capturar los matices de la selección de software y lo que hace que una herramienta sea eficaz, centrándose en los aspectos críticos del proceso de toma de decisiones. A continuación, puedes ver exactamente cómo funcionan nuestras pruebas y puntuaciones en siete criterios. Esto nos permite ofrecer una evaluación imparcial del software basada en funcionalidad principal, características destacadas, facilidad de uso, incorporación, soporte al cliente, integraciones, opiniones de clientes y la relación calidad-precio.
Funcionalidad Principal (25% de la puntuación final)
El punto de partida de nuestra evaluación siempre es la funcionalidad principal de la herramienta. ¿Tiene las funciones básicas que un usuario esperaría? ¿Alguna de esas funciones principales está bloqueada en planes de precios más altos? Consideramos que una herramienta debe estar a la par de las capacidades básicas de sus competidores.
Características Destacadas (25% de la puntuación final)
A continuación, evaluamos aquellas características poco comunes y destacadas que superan la funcionalidad principal típica de herramientas de ese tipo. Una puntuación alta refleja funciones especializadas o únicas que hacen que el producto sea más rápido, eficiente o que aporte un valor adicional al usuario. También evaluamos lo fácil que es integrar la herramienta con otras que típicamente se utilizan en el ecosistema tecnológico para ampliar la funcionalidad y utilidad del software. Las herramientas que ofrecen abundantes integraciones nativas, conexiones de terceros y acceso a API para integraciones personalizadas obtienen la mejor puntuación.
Facilidad de Uso (10% de la puntuación final)
Consideramos lo rápido y sencillo que es ejecutar las tareas definidas en la funcionalidad principal usando la herramienta. El software que puntúa alto está bien diseñado, es intuitivo, ofrece aplicaciones móviles, proporciona plantillas y hace que tareas relativamente complejas parezcan sencillas.
Incorporación (10% de la puntuación final)
Sabemos lo importante que es la rápida adopción del equipo en una nueva plataforma, así que evaluamos lo fácil que es aprender y usar una herramienta con poca formación. Evaluamos cuán rápido un miembro del equipo puede configurarse y comenzar a usar la herramienta sin experiencia. Las soluciones mejor puntuadas requieren poco o ningún soporte.
Soporte al Cliente (10% de la puntuación final)
Revisamos lo rápido y sencillo que es salir de un atasco y encontrar ayuda por teléfono, chat en vivo o una base de conocimientos. Las herramientas y empresas que brindan soporte en tiempo real obtienen la mejor puntuación, mientras que los chatbots obtienen la peor.
Opiniones de Clientes (10% de la puntuación final)
Más allá de nuestras propias pruebas, consideramos el puntaje neto del promotor de los clientes actuales y anteriores. Revisamos la probabilidad de que elijan la herramienta nuevamente para la funcionalidad principal. Un software con alta puntuación refleja un alto puntaje neto del promotor por parte de clientes actuales o anteriores.
Relación Calidad-Precio (10% de la puntuación final)
Por último, considerando todos los demás criterios, analizamos el precio promedio de los planes de nivel inicial frente a las funciones principales y valoramos el resto de los criterios de evaluación. El software que ofrece más por menos obtiene una mayor puntuación.
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: No
- API: Yes
- Calendar Management: Yes
- Call Tracking: Yes
- Campaign Management: No
- Click-to-Dial: Yes
- Contact Management: Yes
- Contact Sharing: Yes
- Custom Data Forms: No
- Customer Management: Yes
- Dashboard: Yes
- Data Export: Yes
- Data Import: Yes
- Data Visualization: Yes
- Email Integration: Yes
- External Integrations: Yes
- File Sharing: Yes
- File Transfer: Yes
- Google Apps Integration: Yes
- Lead Management: Yes
- Lead Scoring: Yes
- Marketing Automation: No
- Mobile App: No
- Multi-User: Yes
- Notifications: Yes
- Pipeline Management: Yes
- Sales Automation: No
- Scheduling: Yes
- Social-Media Integration: Yes
- Task Scheduling/Tracking: Yes
- Third-Party Plugins/Add-Ons: No
