--- description: Tudo sobre Insightly: preço, alternativas, vantagens e desvantagens, funcionalidades e avaliações de outros usuários graças à Capterra Portugal. Saiba mais! image: https://gdm-localsites-assets-gfprod.imgix.net/images/capterra/og_logo-e5a8c001ed0bd1bb922639230fcea71a.png?auto=format%2Cenhance%2Ccompress title: Insightly - Preço, avaliações e classificação - Capterra Portugal 2026 --- Breadcrumb: [Home](/) > [Sistemas CRM](/directory/2/customer-relationship-management/software) > [Insightly](/software/130671/insightly) # Insightly Canonical: https://www.capterra.pt/software/130671/insightly Page: 1 / 27\ Seguinte: [Next page](https://www.capterra.pt/software/130671/insightly?page=2) > O Insightly foi desenvolvido para equipes em crescimento que desejam um CRM flexível e fácil de usar para centralizar e gerenciar os dados dos clientes. > > Verdict: Rated **4.0/5** by 654 users. Top-rated for **Probabilidade de recomendação**. ----- ## Resumo ### Quem usa Insightly? Organizações de qualquer setor que procuram um CRM fácil de usar, com gestão e entrega de projetos. Acompanhe tudo em uma mesma plataforma, desde clientes potenciais até projetos entregues. ## Quick Stats & Ratings | Metric | Classificação | Detail | | **Geral** | **4.0/5** | 654 Avaliações | | Praticidade | 4.0/5 | Based on overall reviews | | Suporte ao cliente | 3.8/5 | Based on overall reviews | | Relação qualidade/preço | 4.0/5 | Based on overall reviews | | Recursos | 3.9/5 | Based on overall reviews | | Recommendation percentage | 70% | (7/10 Probabilidade de recomendação) | ## Sobre o fornecedor - **Empresa**: Insightly - **Location**: San Francisco, EUA - **Founded**: 2010 ## Commercial Context - **Preço inicial**: 29,00 US$ - **Modelo de preços**: (Teste Grátis) - **Target Audience**: Profissional autônomo, 2 - 10, 11 - 50, 51 - 200, 201 - 500, 501 - 1 000, 1 001 - 5 000, 5 001 - 10 000, 10 000+ - **Deployment & Platforms**: Nuvem, SaaS, baseado na web, Mac (desktop), Windows (desktop), Android (celular), iPhone (celular), iPad (tablet) - **Idiomas**: espanhol, francês, inglês, português - **Available Countries**: Alemanha, Austrália, Canadá, China, Estados Unidos, Japão, Nova Zelândia, Reino Unido, Índia ## Recursos - Acesso para Celular - Agendamento de compromissos - Alertas/notificações - Armazenamento de documentos - Automação de marketing - Banco de dados de contatos - Banco de dados do cliente - Campos personalizáveis - Captura de leads - Comentários/notas - Contatos compartilhados - Distribuição de leads - Ferramentas de colaboração - Geração de leads - Gerenciamento de contatos - Gerenciamento de e-mails - Gestão da atividade de vendas - Gestão de atribuições - Gestão de campanhas - Gestão de leads - Gestão de oportunidades - Gestão de tarefas - Gestão do fluxo de trabalho - Gestão do pipeline - Gestão do pipeline de vendas - Importação/exportação de dados - Indicadores de desempenho - Integração de terceiros - Lead Nurturing - Marketing por e-mail - Modelos personalizáveis - Orçamentos/estimativas - Painel de atividades - Para o setor de seguro - Pesquisa e filtro - Previsão - Previsão de vendas - Priorização - Processamento de lotes - Qualificação de leads - Rastreamento de interações - Rastreamento do projeto - Relatórios de vendas - Relatórios e análise de dados - Relatórios personalizáveis - Segmentação - Segmentação de leads - Sistema de calendário ou lembretes - Task Editing - Third-Party Integrations ## Integrations (118 total) - 123FormBuilder - ActiveCampaign - ActiveDEMAND - Acuity Scheduling - Aircall - AnyMeeting - Asana - Benchmark Email - Bidsketch - BookingSync - Box - Brevo - CallRail - Campaign Monitor by Marigold - Chargebee ... and 103 more integrations ## Opções de suporte - Email/Help Desk - FAQs/Fórum - Base de conhecimento - Suporte por telefone - Bate-papo ## Category - [Sistemas CRM](https://www.capterra.pt/directory/2/customer-relationship-management/software) ## Categorias relacionadas - [Sistemas CRM](https://www.capterra.pt/directory/2/customer-relationship-management/software) - [Software de Gestão de Projetos sem Fins Lucrativos](https://www.capterra.pt/directory/32439/project-management-software-for-nonprofits/software) - [Sistemas de Previsão de Vendas](https://www.capterra.pt/directory/30930/sales-forecasting/software) - [Software de Gestão de Contatos](https://www.capterra.pt/directory/30016/contact-management/software) - [Software de Gestão de Leads](https://www.capterra.pt/directory/30017/lead-management/software) ## Alternativas 1. [Zoho CRM](https://www.capterra.pt/software/155928/zoho-crm) — 4.3/5 (6974 reviews) 2. [Bigin by Zoho CRM](https://www.capterra.pt/software/204998/bigin-by-zoho-crm) — 4.7/5 (731 reviews) 3. [Salesforce Sales Cloud](https://www.capterra.pt/software/61368/salesforce) — 4.4/5 (18783 reviews) 4. [HubSpot CRM](https://www.capterra.pt/software/152373/hubspot-crm) — 4.5/5 (4458 reviews) 5. [Dynamics 365](https://www.capterra.pt/software/157279/dynamics-365) — 4.4/5 (5823 reviews) ## Avaliações ### "Brings all record-keeping together" — 4.0/5 > **Joshua** | *25 de dezembro de 2019* | Manutenção predial | Recommendation rating: 8.0/10 > > **Vantagens**: The thing that I like most about Insightly is that it allows me to document everything from start to finish with each customer. For example, if I send an email to a lead/customer, all I have to do is add that as an attachment in Insightly and I can go back at any time and see anything that was linked with that particular person. This helps track progress when passing off to other team members, too. In a sense, Insightly brings all of the "record-keeping" together and puts in one simple platform. > > **Desvantagens**: The project management function is pretty basic. Unlike a couple other CRM software that I've tested, Insightly does not offer many of the graphical views that the others do. Being someone who has an easier time seeing data in the visual realm, this was a feature that I wished Insightly would add. > > We have only been using Insightly for a couple of weeks, but overall I've liked it a lot. Prior to using Insightly, we were manually note-taking in Word documents for each client. Each time that a lead was converted, we then had to go and update everything. Now that we are able to integrate all of our notes, contacts, emails, etc. into one system, the workload has drastically lightened. ----- ### "Insightly is a great CRM Tool" — 4.0/5 > **Christina** | *31 de julho de 2023* | Publicidade e marketing | Recommendation rating: 8.0/10 > > **Vantagens**: Insightly offers many products and features to be a one-stop-shop in the administrative world. It allows a company to keep all of their client information in one location and access quickly and easily. It allows emailing clients directly in the software as well as filing previously sent emails to a client. > > **Desvantagens**: The way that some of the fields are set up, they are not made for quick editing, copying, etc. The phone number fields do not have an automated template, the number can be input anyway. The address fields, specifically state, do not have preset options and either can be an abbreviation or spelled out. It would be nice if these were preset so that it is uniform when printing reports, etc. Lastly, once you create a lead, even after converting to a contact, the lead still shows up when that specific client is searched for. It can be confusing when you need to click quickly. > > Overall, the CRM product has been a great business tool for everyday use. I would certainly recommend it to a business if they can afford the price point. ----- ### "DON’T REGISTER\! Once you are in they lock you in a cage and throw away the key" — 1.0/5 > **Pier Ludovico** | *26 de junho de 2024* | Consultoria de gestão | Recommendation rating: 0.0/10 > > **Vantagens**: It was extremely easy to install, even though I wanted to clarify some features and it was impossible. > > **Desvantagens**: I registered, I used it for a while for CRM purposes and then I wanted to close my account. IMPOSSIBLE\! Insightly is spamming every day and there’s no way to go out of this day \& nightmare ----- ### "Insightly - We're Back Again" — 5.0/5 > **Natalie** | *8 de março de 2023* | Construção | Recommendation rating: 10.0/10 > > **Vantagens**: The ease of tracking multiple types of projects and stages of the project and the visibility of each project's status. We tried Hubspot for two years and came back with Insightly as it was so much better to use. > > **Desvantagens**: The marketing function, and the products, pricebooks, and quotes could use some additional features compared to their competition. They aren't as easy to use and can be clunky at times. > > We love Insightly and have solved the major issue of project management as well as integration with Quickbooks so we can have a high level overview of each project, opportunity, and where we are with the quickbooks billing. It saves us a lot of time and removes a lot of human error in our processes as well. ----- ### "8- year customer still finding ways insightly can improve our efficencies" — 5.0/5 > **Jonathan** | *20 de outubro de 2022* | Gestão de organizações sem fins lucrativos | Recommendation rating: 10.0/10 > > **Vantagens**: CRM and contact management is fantastic. Our entire team has the mobile app and we can update info on the fly and everyone gets it at the same time. We use the Project Management tool daily to track and organize our work in a variety of areas. Pipelines ensure we don't miss any steps in our standardized processes. > > **Desvantagens**: The learning curve was steeper than we expected. With customer support's help (which has been very good) we are now in a place where the software is saving us time and continually making our work more efficient. > > Insightly has replaced our Outlook contact lists entirely. It also manages and tracks our teams progress on projects, events, and programs much better than using spreadsheets or other options we looked at. ----- Page: 1 / 27\ Seguinte: [Next page](https://www.capterra.pt/software/130671/insightly?page=2) ## Links - [View on Capterra](https://www.capterra.pt/software/130671/insightly) ## This page is available in the following languages | Locale | URL | | de | | | de-AT | | | de-CH | | | en | | | en-AE | | | en-AU | | | en-CA | | | en-GB | | | en-IE | | | en-IL | | | en-IN | | | en-NZ | | | en-SG | | | en-ZA | | | es | | | es-AR | | | es-CL | | | es-CO | | | es-CR | | | es-DO | | | es-EC | | | es-MX | | | es-PA | | | es-PE | | | fr | | | fr-BE | | | fr-CA | | | fr-LU | | | it | | | ja | | | nb | | | nl | | | nl-BE | | | pt | | | pt-PT | | ----- ## Structured Data