15 anos ajudando empresas portuguesas
a escolherem o melhor software

Conheça Insightly

O Insightly é um software CRM fácil de usar, com integrações nativas para Gmail, Office 365, MailChimp e outros aplicativos populares. O Insightly é um software CRM com mais de 1,5 milhão de usuários em diversos setores. As empresas usam o Insightly para gerenciar contatos em todas as etapas do processo de vendas, acompanhar o relacionamento com os clientes, supervisionar o pipeline de vendas e muito mais.

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.

Insightly Software - 1
Insightly Software - 2
Insightly Software - 3
Insightly Software - 4
Insightly Software - 5

Está em dúvida sobre o Insightly? Compare com uma alternativa popular

Insightly

Insightly

4,0 (656)
29,00 US$
mês
Versão gratuita
Versão de teste gratuita
126
129
4,0 (656)
4,0 (656)
3,8 (656)
VS.
Preço inicial
Opções de preços
Recursos
Integrações
Praticidade
Relação qualidade/preço
Atendimento ao cliente
24,00 €
mês
Versão gratuita
Versão de teste gratuita
168
91
4,5 (2 970)
4,4 (2 970)
4,4 (2 970)
As barras de classificação verdes mostram o produto vencedor com base na nota média e no número de avaliações.

Outras ótimas alternativas ao Insightly

Salesforce Platform
Melhores recursos
Automação dos processos comerciais
Controle do progresso de tarefas
Controles/permissões de acesso
Pipedrive
Melhores recursos
Gerenciamento de contatos
Gestão de leads
Gestão do pipeline de vendas
Trello
Melhores recursos
Ferramentas de colaboração
Gestão de tarefas
Planificação/Programação de projetos
monday.com
Melhores recursos
Gestão de funcionários
Painel
Rastreamento de estoque
Nimble
Melhores recursos
Gerenciamento de contatos
Gestão de leads
Rastreamento de interações
DealCloud
Melhores recursos
Gestão de leads
Gestão de tarefas
Importação/exportação de dados
Claritysoft CRM
Melhores recursos
Banco de dados de contatos
CRM
Gerenciamento de contatos
LionDesk
Melhores recursos
Gerenciamento de contatos
Gerenciamento de e-mails
Gestão de leads
Buildertrend
Melhores recursos
Acesso para Celular
Gestão de pedidos de trabalho
Rastreamento de orçamentos

Avaliações do Insightly

Pontuação média

Geral
4,0
Praticidade
4,0
Atendimento ao cliente
3,8
Recursos
3,9
Relação qualidade/preço
4,0

Avaliações por tamanho de empresa (funcionários)

  • <50
  • 51-200
  • 201-1 000
  • >1 001

Encontre avaliações segundo pontuações

5
36%
4
43%
3
13%
2
3%
1
4%
Jennifer
Jennifer
Vice President business development, EUA
Usuário do LinkedIn Verificado
Seguros, 51 - 200 funcionários
Usou o software para: Mais de um ano
Fonte da avaliação

Alternativas consideradas anteriormente:

Affordable CRM with the features you need

5,0 há 10 meses

Comentários: Has all the features a business needs like ease of use, robust reporting & customizations without the high cost that comes other well known CRMs

Vantagens:

The ease of onboarding & use. Ability to customize without having to use a developer

Desvantagens:

Nothing. All the features we needed, Insightly has.

Denise
Denise
Marketing Specialist, EUA
Usuário do LinkedIn Verificado
Publicidade e marketing, 201 - 500 funcionários
Usou o software para: Mais de dois anos
Fonte da avaliação

Insightly developed to enhance our feeds

4,0 há 2 anos

Comentários: In my experience using Insightly, I haven't run into any serious issues. We used to utilize a strange CRM that was built out of sheets and required us to constantly switch between windows. Using Insightly, we can have all of our data in one place, neatly organized in custom fields. In my opinion, the project page may benefit from more fields in which to provide pertinent data.

Vantagens:

Insightly is how I keep track of all the initiatives we have in the works right now. The management of our company's 5,000+ open positions is a major challenge. Insightly makes it easy for us to keep track of all the moving parts, which would otherwise be difficult to do in a secure manner given the project's multi-stage nature.

Desvantagens:

In most cases, the newly opened Org or Project tab doesn't take up more than half of my screen following a search. I can't figure out how to make the page larger. For some reason, the columns on the Relate and Activity tabs don't remember my saved column width. Every time I use it, I have to resize it.

Jamie
Head of Growth, GB
Software, 11 - 50 funcionários
Usou o software para: 6 a 12 meses
Fonte da avaliação

Decent CRM but requires discipline

4,0 mês passado Novo

Comentários: Insightly was being used for various marketing and sales data processing and activation tasks when I joined, and the account was a real mess because there was little control over who could edit which fields. As a result, no-one was following a consistent lead and opportunity management process, things like date fields became a nightmare because when exporting leads, some appeared to be using US date format and some using UK format, so identifying recent leads & opps was tricky.

Vantagens:

The sales pipeline views were good because you could have lots of different pipeline views with filters and segmentation options applied without having to add them every time. It was easy to see pipeline value, create new fields and to move opps from one stage to another. Equally it was great for setting up automated email follow ups from demos and integrate with lots of other tools.

Desvantagens:

The lack of user management and access customisation means it is too easy to let poor spiral out of control and ruin your data. Equally the dashboards/Reports section really needs work as it’s unnecessarily difficult to create reports and dashboards for very simple metrics.

Resposta do Insightly

mês passado

Hey Jamie! Thanks for your review. Glad to know you see the significant power of Insightly, when configured correctly, to support your team. We would love to learn more about your concerns regarding user management and customization as several options are available based on your plan level. Please reach out to me or [email protected] with discuss.

Nathalie
Customer Care Manager, EUA
Automotivo, 2 - 10 funcionários
Usou o software para: Mais de um ano
Fonte da avaliação

Alternativas consideradas anteriormente:

Useful & inexpensive CRM system for growing businesses

3,0 ano passado

Comentários: Overall is has been satisfactory although, some details that need improvement can turn things into a much better experience.

Vantagens:

It is easy to use and easy to navigate.It does not take much time to get used to all features and to understand how the features work.The best part of Insightly, is the customer support is very responsive and always follows up on requests.They also helped us all the way to achieve our goals as a company.

Desvantagens:

Some parts of the software need more work and also new features like Service has too many glitches and some functions do not work properly even though have been revised and "fixed" many times.I wish it was more seamless to work with.

Ethan
VP, EUA
Construção, 11 - 50 funcionários
Usou o software para: Mais de um ano
Fonte da avaliação

Alternativas consideradas anteriormente:

Good Competitor Product

4,0 há 4 meses

Vantagens:

Fairly easy to setup. The adoption rate is slow because a lot of apps are not available for it especially in an industry that is newer.

Desvantagens:

Objects do not talk to eachother making reporting extremely difficult