キャプテラ - 企業の最適な
ソフトウェア選びをサポートし15年

Insightlyとは?

Insightlyは、Gmail、Office 365、MailChimpなどの一般的なアプリケーションにネイティブ統合できる強力で使いやすい顧客関係管理 (CRM) ソフトウェアです。Insightlyは、幅広い業界に150万人以上のユーザーを擁するCRMソフトウェアです。企業はInsightlyを使用して、販売プロセスのあらゆる段階での連絡先管理、顧客関係の追跡、販売パイプラインの監視を行うことができます。

Insightlyの対象ユーザー

プロジェクト管理とデリバリー機能を備えた使いやすく強力なCRMを必要とするあらゆる業界の企業。販売の見込みから、デリバリー済みのプロジェクトまで、あらゆることを同じプラットフォームで追跡することができます。

Insightlyソフトウェア - 1
Insightlyソフトウェア - 2
Insightlyソフトウェア - 3
Insightlyソフトウェア - 4
Insightlyソフトウェア - 5

Insightlyをご存知でしょうか? 別の人気製品との比較

Insightly

Insightly

4.0 (656)
$29.00
無料バージョン
無料トライアル
126
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VS.
価格プラン
価格オプション
機能
連携サービス
使いやすさ
価格の妥当性
カスタマーサービス
¥900
無料バージョン
無料トライアル
464
34
4.5 (4,838)
4.3 (4,838)
4.5 (4,838)
緑色の評価バーは、平均評価とレビュー数に基づいて高評価の製品を表しています。

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Insightlyの評判・レビュー

評価ポイント

総合評価
4.0
使いやすさ
4.0
カスタマーサービス
3.8
機能
3.9
価格の妥当性
4.0

企業規模(従業員数)別レビュー数

  • <50
  • 51-200
  • 201-1,000
  • >1,001
Jennifer
Jennifer
アメリカのVice President business development
認証済みLinkedInユーザー
保険, 51~200人規模の会社
使用期間: 1年以上
投稿経路

検討した類似製品:

Affordable CRM with the features you need

5.0 10 か月前

製品を使ってみた感想: Has all the features a business needs like ease of use, robust reporting & customizations without the high cost that comes other well known CRMs

良いポイント:

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

改善してほしい点:

Nothing. All the features we needed, Insightly has.

Denise
Denise
アメリカのMarketing Specialist
認証済みLinkedInユーザー
マーケティング、広告, 201~500人規模の会社
使用期間: 2年以上
投稿経路

Insightly developed to enhance our feeds

4.0 2 年前

製品を使ってみた感想: 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.

良いポイント:

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.

改善してほしい点:

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.

Jim
アメリカのVP Sales and Marketing
建設, 11~50人規模の会社
使用期間: 2年以上
投稿経路

12 good years of using Insightly CRM

5.0 2 週間前 新着

製品を使ってみた感想: I love it. If not for Insightly I'd be using spreadsheets and going crazy trying to track my long list of clients that includes boiler system bids, direct commercial and industrial system sales, building and maintaining relationships with mechanical engineers and architects, and a good number of residential boiler prospects.

良いポイント:

Insightly's design is intuitive and easy to understand how to set up. I recall starting to use it on the first day, right after an initial walkthrough. We did not hire anyone to assist. Then I evolved the setup as time went by. Opportunities & Projects are key to us and with good naming practices they are easy to refer to as needed in the future after completion: such as "2023..Smith Company-New boiler project". And all parties connected to a Project can be linked so easily. Attach price quotes to it: ours to the client and supplier to us. Automatic tasks when you change from Opportunity to Project can alert others to place orders, put into our financial software, etc...

改善してほしい点:

They like to push their AppConnect but we really don't need that level of complexity AND they have lots of built-in interfaces into other apps like Quickbooks (which is limited but great for small business situations where elegant interfaces are not needed. Also, we tried their Service apps and found them lacking for the kind of Service that my company does: We install boiler systems and provide ongoing services for them--not free or by annual contract. So we needed a way to easily send invoices and collect $ for work done. Insightly seemed to be oriented to Software service contract situations where annual contracts are the norm and all interactions are free and nobody leaves the office. I suppose it is good for that but not so much where you have trucks driving 100 miles to do a repair.

Nathalie
アメリカのCustomer Care Manager
自動車, 2~10人規模の会社
使用期間: 1年以上
投稿経路

検討した類似製品:

Useful & inexpensive CRM system for growing businesses

3.0 昨年

製品を使ってみた感想: Overall is has been satisfactory although, some details that need improvement can turn things into a much better experience.

良いポイント:

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.

改善してほしい点:

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.

Jamie
英国のHead of Growth
コンピュータ・ソフトウェア, 11~50人規模の会社
使用期間: 6~12か月
投稿経路

Decent CRM but requires discipline

4.0 2 か月前 新着

製品を使ってみた感想: 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.

良いポイント:

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.

改善してほしい点:

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.

Insightlyからの返信

先月

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.