Insightly CRM 的优点和缺点


Insightly CRM 的优点和缺点



  • Insightly CRM offers a user-friendly interface and is easy to set up, making it a convenient choice for businesses.
  • With seamless integration capabilities, Insightly CRM streamlines workflows, saves time, and enhances productivity through integrations with popular tools.
  • Insightly CRM provides competitive pricing options with different plans to meet varying business needs, offering extensive functionalities at a reasonable price.



Insightly CRM is a customer relationship management (CRM) software. This article looks into the advantages and disadvantages of this software.

Insightly CRM provides organizations with a platform to manage customer relationships. It has tools to trace customer interactions, manage sales pipelines and automate processes. Its user-friendly design makes it simpler to handle contact info, tasks and opportunities. It also enables businesses to make reports and analytics, helping them get insights into their sales and marketing activities.

Insightly CRM has certain limitations. Its pricing structure can be expensive for small businesses or startups. Also, customization options might need technical knowledge or extra help. Some people reported issues with the system like glitches or slow performance. Despite these, Insightly CRM is still a popular choice.

A retail company used Insightly CRM. Before, they had trouble managing their customer base due to lack of a centralized system. After they adopted Insightly CRM, they saw an improvement in customer relationship management. The software enabled them to store customer data in one place, improving collaboration and sales processes. As a result, customer satisfaction and sales revenue increased.

Overview of Insightly CRM

Insightly CRM provides a comprehensive overview of its key features and functionalities, along with a user-friendly interface and straightforward setup process. Additionally, the responsive and helpful customer support adds value to the overall user experience.

Key features and functionalities

洞察客户关系管理 is a helpful tool for companies. It has a user-friendly interface, making it accessible to people with different levels of tech knowledge. The setup is easy, so businesses can get started quickly.

Plus, it has great customer support, answering any queries quickly. This means businesses can use the CRM without problems.

洞察客户关系管理 has:

  • 用户友好的界面
  • Straightforward setup process
  • Responsive customer support
  • Seamless integration with popular tools
  • Streamlined workflows and time-saving features
  • Enhanced productivity with integrations

It also has sales and marketing alignment functionalities. It links teams together with integrations and streamlines processes, saving time.

Plus, the price is great value for money. Companies can manage their customer relationships without spending too much.

洞察客户关系管理 has many features and tools to help businesses compete in the market.

User-friendly interface and ease of use

Insightly CRM is a top choice for businesses. It’s easy to navigate and has a streamlined interface. Setup is straightforward and requires minimal training. The customizable dashboard lets users personalize their workspace. Integration capabilities with popular tools eliminate manual data entry.

This CRM is user-centric, with an interface designed for simplicity. They even provide responsive 客户支持 for questions or issues. With its user-friendly nature, Insightly CRM provides businesses with an accessible tool for effective customer relationship management.

Setting up is as easy as ordering a pizza – but without the greasy fingers!

Straightforward setup process

Setting up 洞察客户关系管理 is a breeze! Its user-friendly interface and intuitive design make the process seamless. The platform provides clear instructions, so it’s accessible to all technical levels. Plus, customer support is responsive and helpful.

The process is simple:

  1. Step 1 – Sign up on Insightly’s website.
  2. Step 2 – Create an organization profile.
  3. Step 3 – Set up teams, users, access permissions. This eliminates complexity and confusion.

You can customize settings without having to navigate a cumbersome installation process or technical documentation.

有见地 emphasizes simplicity without sacrificing customization options. So, you can tailor the CRM to your unique processes. Companies like XYZ were able to set up their account within hours. Their employees needed minimal training to manage customer relationships effectively.

Responsive and helpful customer support

洞察客户关系管理 is dedicated to customer satisfaction. They have a responsive and helpful customer support team, ready to answer queries and address any issues users may have. Support is available through various channels, like phone, email and an extensive knowledge base. Their knowledgeable staff provides reliable solutions for a seamless experience.

Insightly CRM offers a range of assistance options when users need help. Technical queries, troubleshooting and general guidance can all be requested via phone or email. And their comprehensive knowledge base is filled with articles and step-by-step guides for every aspect of the software.

The platform provides personalized support to meet each user’s needs, even with complex challenges. This, coupled with the intuitive interface and robust features, makes 洞察客户关系管理 a reliable tool for businesses.

Plus, it integrates with popular tools to streamline workflows and save time.


With seamless integration capabilities, Insightly CRM takes productivity to new heights by streamlining workflows, saving time, and offering enhanced productivity through its integrations with popular tools.

Seamless integration with popular tools

Are you looking to maximize the power of seamless integration with popular tools? 洞察客户关系管理 offers integration capabilities with Google Workspace, Microsoft Office 365, Outlook, Trello, Slack, Mailchimp, Constant Contact, QuickBooks Online, Xero, social media management, customer support ticketing systems, document signing platforms, and more.

By leveraging these integrations effectively, businesses can sync contacts, emails, and calendar events, collaborate across different platforms, automate tasks, and track invoices and payments. It can also help enhance collaborationoptimize operational efficiency.

Experience the benefits of seamless integration with popular tools by trying 洞察客户关系管理 today! Don’t miss out on the opportunity to streamline workflows, save time, and optimize business processes. Take advantage of the wide range of integrations and see the positive impact it can have on your business.

Streamlining workflows and saving time

Insightly enables users to centralize their workflow, replacing manual data entry with popular tools such as email clients, calendars, and project management software. Its user-friendly features and intuitive interface let users customize workflows to meet their specific requirements, streamlining them and saving time from lead generation to deal closure.

Insightly’s automation and customization options also help businesses save time, decreasing the need for repetitive manual tasks and enabling employees to focus on more strategic initiatives. Furthermore, its integration capabilities eliminate the need for multiple software platforms or manual transfers, saving time in the process.

In addition, Insightly provides a mobile app that allows users to access their CRM data on-the-go. This ensures productivity even when away from their desks, further enhancing workflow efficiency with real-time updates and access to crucial information.

Moreover, Insightly integrates with Google Suite, Office 365, Slack, Dropbox, MailChimp, and QuickBooks, giving users a familiar interface and centralized platform for all their business needs, while improving productivity.

Enhancing productivity through integrations

Insightly CRM is renowned for its integration capabilities, aiding businesses to maximize efficiency. Integrating with popular tools like email clients, calendaring systems, and project management software ensures a centralised hub of information, accessible with ease. Automating data synchronization and customizing integrations with 蜜蜂, or pre-built integrations from the Insightly Marketplace, gives businesses the flexibility to tailor their CRM system to their needs.

Advanced automation and customization is enabled through integrations with marketing automation software or chatbot platforms, enabling automated lead nurturing processes and personalized customer experiences. This integration power brings productivity to new heights, streamlining workflows and saving time.

Insightly CRM is a great choice for any organization looking to optimize operations and make data-driven decisions more effectively.

Pricing and value for money

Insightly CRM offers a pricing structure that caters to different business needs, providing extensive functionalities at a reasonable price. With competitive pricing and various plans available, Insightly CRM ensures value for money.

Competitive pricing structure

Insightly CRM stands out in the market with its pricing structure. Here’s why:

  • Flexible plans to cater to a range of businesses.
  • Extensive functionality at an affordable cost.
  • Highly competitive compared to other CRM providers.
  • Transparent and straightforward pricing, no hidden costs.
  • Clear information about each plan and what it includes.

Insightly CRM is an attractive choice for businesses looking for effective, yet affordable CRM solutions.

Different plans for various business needs

Insightly CRM provides a selection of tailored subscription plans for varying business sizes and needs. These plans include contact management, opportunity tracking, project management, and email integration. Small businesses with limited budgets, as well as larger enterprises with more advanced requirements, can find the right plan for them.

Insightly CRM’s pricing structure enables businesses to choose the plan that best fits their needs and budget. Different plans are offered to ensure businesses can find the one most suitable for effective customer relationship management.

Organizations should assess their needs before selecting a plan from Insightly CRM. Every plan has its own set of features and limitations, so it’s important to choose the one that aligns closely with the organization’s specific requirements. The availability of different plans allows for flexibility in choosing the right combination of functionalities needed for success.

An article titled “Insightly CRM 的优点和缺点” highlights Insightly CRM’s competitive pricing structure with different plans available. Get your money’s worth with Insightly CRM’s extensive range of features at a reasonable price.

Extensive functionalities at a reasonable price

Insightly CRM offers extensive functionalities at a reasonable price. It has a wide range of features and capabilities that cater to various business needs. Plus, it integrates with popular tools, enhancing productivity and streamlining workflows. This makes Insightly CRM an affordable option for businesses looking for comprehensive CRM functionalities.

We can create a table to show the key features and benefits of 洞察客户关系管理. This will help readers understand what they can expect from Insightly CRM and how it helps their business grow.

Key features like sales pipeline management, contact management, task and project management, email integration, customizable reporting, and mobile access are provided at a reasonable price. This affordability gives Insightly CRM an edge over its competitors.

In addition to its features, Insightly CRM has a user-friendly interface and setup process along with great customer support. This ensures a smooth adoption process for organizations considering using Insightly CRM.

Get the most out of your team with Insightly CRM’s features that make sales and marketing alignment easier.

Pros of Insightly CRM

Insightly CRM offers a multitude of advantages that make it a powerful tool for businesses. From its wide range of features to seamless integrations with popular tools, each aspect of Insightly CRM brings unique benefits. With a user-friendly interface and excellent customer support, it stands out as a versatile tool for sales and marketing alignment. The setup process is hassle-free, making it accessible to all users. Notably, Insightly CRM provides good value for money, making it a top choice for businesses seeking efficient customer relationship management.

Wide range of features

Insightly CRM is great for businesses of all sizes, offering a huge range of features. These include:

  • Effective contact management
  • Efficient task/project management
  • Seamless email integration
  • Robust reporting/analytics
  • Customizable workflow automation
  • Mobile accessibility

Users should regularly explore new feature updates to maximize their CRM utilization. This will unlock additional value for their business.

Versatile tool for sales and marketing alignment

洞察客户关系管理 is the perfect tool for sales and marketing alignment! It has lots of features that make it easy for both teams to collaborate. Its user-friendly interface makes it simple to navigate. Plus, the straightforward setup process streamlines the implementation of strategies.

But that’s not all! 洞察客户关系管理 also has unique details that make it stand out from other CRMs. Their customer support is responsive and helpful – they address any queries quickly. Plus, the tool integrates with popular tools used by sales and marketing teams, boosting productivity.

In short, 洞察客户关系管理 makes getting started as smooth as butter!

User-friendly interface and setup process

Insightly CRM is renowned for its 用户友好的界面 and setup process. It’s been crafted to provide an effortless and intuitive experience. This means users can get started quickly, without needing training or tech expertise.

Insightly’s interface has been designed with simplicity in mind. It’s clean and organized, making it easy to find the right tools and data.

Setting up Insightly CRM is easy; with step-by-step guidance, it’s hassle-free. There are wizards and templates to help configure the CRM to a business’s specific needs. Plus, there’s plenty of documentation and training resources available. And their customer support team is always ready to assist.

In addition to its user-friendly interface and setup process, Insightly provides unique features that enhance the user experience. These include integrations with popular tools, streamlining workflows, saving time, and boosting productivity.

In summary, Insightly CRM stands out for its user-friendliness and setup process. It offers great functionality at a reasonable cost, so it’s an ideal option for companies of all sizes. Plus, its distinctive aspects simplify sales and marketing alignment, while providing excellent value for money.


Insightly CRM’s excellent customer support is appreciated by users! It includes:

  • Prompt and responsive assistance from the support team.
  • An extensive knowledge base and documentation for self-help.
  • A helpful community forum for sharing experiences and best practices.
  • Regular software updates and bug fixes based on user feedback.

Plus, Insightly CRM offers personalized onboarding and training sessions. Their support team is renowned for their deep understanding of the product and ability to provide comprehensive solutions to any issues or inquiries. This level of dedicated support makes Insightly CRM stand out from its competitors.

Furthermore, Insightly CRM integrates with your favorite tools, making your workflow extremely efficient.

Keywords: excellent customer support

Seamless integrations with popular tools

Insightly CRM offers integrations with various popular tools, increasing the CRM platform’s usefulness and convenience. These integrations help users to streamline workflows and save time, no longer needing manual data entry or switching between applications.

  • Integrating with email systems such as Microsoft OutlookGmail lets users sync their emails, contacts and calendars with Insightly CRM.
  • Integrating with third-party marketing automation tools like 邮件黑猩猩市场 allows lead nurturing and campaign management.
  • Social media integration enables users to observe social media through Insightly CRM, getting valuable customer and prospect info.
  • Integrations with popular project management platforms like TrelloAsana let team members collaborate by syncing tasks, deadlines and project updates.
  • Integrating with accounting software like QuickBooks automates financial processes, including invoicing, expense tracking and cash flow management.

These integrations create a powerful ecosystem for Insightly CRM. Productivity is improved and data accuracy is assured, due to the elimination of errors from manual data transfer.

Insightly CRM stands out from other CRM solutions due to its integrations. Many CRMs provide basic integrations, however Insightly goes further by providing deep connections with many tools. This extensive integration makes it the perfect choice for businesses looking to consolidate their software stack, while still having smooth workflows across departments.

Good value for money

Value for money is an important factor for businesses when choosing CRM software. 洞察客户关系管理 offers great value for money with its competitive pricing and extensive features.

It has a variety of features, such as:

  • 联系人管理
  • Pipeline management
  • 任务管理
  • Email integration
  • 报告功能

It is also a versatile tool for sales and marketing alignment, and has a user-friendly interface and setup process. Plus, it has responsive customer support and seamless integrations with popular tools like G Suite, Microsoft Office 365, Outlook, Mailchimp, Slack, and QuickBooks.

Insightly CRM has different plans tailored to various business needs, and the ease of use and customer support add value. It is perfect for businesses of all sizes looking for a CRM with good value for their money. The only cons are minor ones.

Cons of Insightly CRM

Insightly CRM, while a popular choice for many businesses, does come with its fair share of downsides. In this section, we’ll dive into the cons of Insightly CRM, exploring limited free plan features, expensive pricing for workflow automation, the additional cost for phone support, and limited report customizations. These drawbacks may impact the overall user experience and functionality of Insightly CRM, making it crucial to consider these aspects before making a decision.

Limited free plan features

洞察客户关系管理 有一个 free plan with limited features – as the keyword says. Still, it has functionalities that can help businesses. These include basic contact and task management tools to organize contacts and tasks. Plus, users can track sales opportunities, make custom pipelines, and manage sales.

Email integration is part of the free plan. It allows users to sync emails with Insightly CRM and keep all conversations in one spot. Plus, up to 2 users can use the free plan – great for small teams or individuals who want a CRM.

洞察客户关系管理 gives good value for money – keyword ‘limited free plan features’ included. For a reasonable price, you get advanced project management, custom reporting, and workflow automation. These features can really boost productivity and streamline workflows.

Expensive pricing for workflow automation

洞察客户关系管理 has great workflow automation features. However, it’s smart to consider the cost. It can be pricey, so smaller businesses or those on a tight budget might not be able to use it fully. That could stop them from optimizing operations and getting a return on their investment.

The good news is, 有见地 offers lots of features at a reasonable price. Plus, it has various plans designed for different businesses’ needs. That means you can find one that fits your budget.

Phone support is extra, but at least you won’t need to use carrier pigeons!

Additional cost for phone support

When it comes to phoning for help, 洞察客户关系管理 has an extra fee. So, if you want help via phone, you must pay apart from the plan you picked.

Limited report customizations


Insightly CRM provides customization options for reports. You can add or remove fields and adjust the layout and formatting of the standard report templates. But, creating reports from nothing or customizing them extensively is not possible. This could limit the usefulness of the reporting feature for business with complex requirements.

Insightly CRM also does not have drag-and-drop report builders or the ability to create custom formulas. So, businesses may need to use external tools or manual methods to generate more specific reports.

Insightly CRM does provide essential reporting features. Generating sales performance metrics, tracking activities, and monitoring pipeline progress are all possible. There are pre-built report templates that cover common business needs, too.

It is important for businesses to evaluate their reporting requirements and determine if Insightly CRM’s limited customizations will meet them.


In the final section, we bring together all the pros and cons discussed in the previous sections to provide a comprehensive conclusion. We’ll summarize the key benefits and drawbacks of Insightly CRM, offer an overall recommendation for businesses of all sizes, highlight the distinctive aspects of this CRM, and ultimately encourage readers to consider Insightly CRM for their organization. So, let’s dive into the conclusion and discover the best way forward with Insightly CRM!

Recap of the pros and cons

洞察客户关系管理 is a versatile tool with great features. It provides sales and marketing alignment, a user-friendly interface, and seamless integrations with popular tools. The reasonable price point offers good value for money. Furthermore, the customer support is responsive and helpful.

However, there are some cons. The limited free plan features may not provide everything small businesses need. Workflow automation is expensive. Also, phone support incurs additional charges. Lastly, customizing reports is limited.

Businesses should consider their needs before choosing 洞察客户关系管理. It has extensive functionalities at a reasonable price. There are also limitations to the free plan and additional costs for certain features. However, the wide range of features, user-friendly interface, and excellent customer support make it a strong contender.

One company leveraged 洞察客户关系管理 to streamline their sales and marketing efforts. It had a versatile set of features and a user-friendly interface. This helped them align departments and optimize workflows. The customer support was also responsive. Despite limited report customization options, they got great value from the software.

Overall recommendation for businesses of all sizes

Insightly CRM is perfect for businesses of every size! It’s a complete solution for customer relationship management, with lots of features, a user-friendly interface and helpful customer support. This CRM is a great investment, with a competitive pricing structure and lots of functionalities.

Insightly CRM is ideal for businesses of every size. It works for sales and marketing teams, making sure they collaborate effectively. The user-friendly interface and simple setup process make it easy to use. With Insightly’s customer support, businesses can get help quickly when they have issues.

One great thing about Insightly CRM is its integration capabilities with popular tools. This lets businesses sync data on multiple platforms, so they don’t have to manually enter data. By integrating, Insightly CRM can automate tasks and help businesses focus on activities that make money. This enhances productivity and helps businesses grow.

综上所述, Insightly CRM is perfect for businesses of every size. It has lots of features, a user-friendly interface and helpful customer support. Its integration capabilities with popular tools let businesses streamline their workflows and become more productive. With its competitive pricing structure and lots of functionalities, Insightly CRM is an amazing investment. Where power meets simplicity – Insightly CRM helps you manage your business relationships.

Highlight distinctive aspects of Insightly CRM

Insightly CRM is a real winner among CRM tools! Its features are special. Firstly, it provides an easy-to-understand interface and quick setup process. This lets businesses get used to the platform quickly. Secondly, Insightly CRM has many features and functions to speed up workflows. It also connects to many popular tools, making work simpler and saving time. Most importantly, there’s great 客户支持 for prompt help.

To sum up, the distinctive features of Insightly CRM are:

  • User-friendly interface and fast setup process
  • Many features and functionalities
  • Seamless integration with popular tools
  • 出色的客户支持
  • Time-saving capabilities

These unique aspects give Insightly the edge in the market. Businesses can benefit from its user-friendly design, great functionalities, and dependable customer support. Plus, the pricing is great value! Perfect for organizations of all sizes.

Encourage readers to try or consider Insightly CRM for their organization.

洞察客户关系管理 offers plenty of features and functionalities, making it a great tool for businesses. It is simple to use and set up. Plus, responsive customer support is always available to help users out. It integrates easily with popular tools, allowing workflows to be streamlined and time-saving.

Insightly CRM has cost-effective packages, suited for different business needs. Despite its extensive features, it is still affordable compared to other CRMs in the market.

However, there are some limitations to consider. The free plan is limited and users may need to upgrade for full functionality. Automation features can be pricey. Phone support is available but may come with an extra cost. Plus, report customizations are also limited.

Give Insightly CRM a try for your organization!

Some Facts About Pros and Cons of Insightly CRM:

  • ✅ Insightly CRM offers a wide range of features, including project management and marketing automation. (来源:团队研究)
  • ✅ Insightly CRM has an intuitive and user-friendly interface, making it accessible for both beginners and experienced users. (来源:团队研究)
  • ✅ Insightly CRM provides excellent customer support through various channels, including phone, email, and live chat. (来源:团队研究)
  • ✅ Insightly CRM seamlessly integrates with popular tools like Gmail, Outlook, and Mailchimp, improving workflow efficiency. (来源:团队研究)
  • ✅ Insightly CRM offers competitive pricing plans that cater to the needs of various businesses, ensuring value for money. (来源:团队研究)

FAQs about Pros And Cons Of Insightly Crm

1. What are the pros and cons of Insightly CRM for small to midsize businesses?

Insightly CRM has several advantages for small to midsize businesses. It offers a user-friendly interface, customizable landing pages, and easy data importation from sources like Excel and Google Workspace. The software also provides robust project management tools, real-time data synchronization with the mobile app, and extensive integration capabilities with third-party software.

However, some potential drawbacks of Insightly CRM include limited customer support in lower-tier plans, expensive pricing for workflow automation, and additional costs for phone support. The free version is also limited to two users, which may not be sufficient for larger teams.

2. What are the features of the Insightly Plus plan?

The Insightly Plus plan is priced at $29 per user per month (billed annually) and offers additional benefits such as increased storage and email allowance. It includes features such as contact management, event/calendar management, lead management, opportunity management, reporting, task management, mass email, email templates, AES-256 encryption, iPhone and Android mobile apps, and API access.

3. How does Insightly CRM compare to other CRM solutions like Pipedrive and HubSpot?

Insightly CRM is comparable to other CRM solutions in the market. Pipedrive offers a Kanban board for sales teams, while HubSpot offers a wide range of free tools with unlimited user allocation. Insightly stands out with its customizable sales workflows, extensive third-party software integrations, and advanced project management tools. However, it may lack some specialized features offered by other CRM solutions.

4. Does Insightly CRM offer any discounts or promo codes?

Insightly CRM does not offer any specific discounts or promo codes directly. However, third-party vendors may occasionally provide promotions, but their validity cannot be guaranteed. It is recommended to check with authorized vendors for any available discounts or promo codes.

5. What are the pricing options for Insightly CRM?

Insightly CRM offers various pricing plans to cater to different business needs. The plans include Free, Basic, Plus, Professional, and Enterprise, with prices ranging from $0 for the Free plan to $99/user/month for the Enterprise plan. All paid plans receive a discount when billed annually instead of monthly.

6. Is Insightly CRM suitable for real estate and sales operations teams?

Yes, Insightly CRM is recommended for real estate and sales operations teams. It provides highly customizable sales workflows, robust project management tools, and configurable profiles for different access levels, making it suitable for these industries. The software helps streamline customer management, marketing, and sales processes for these specific teams.



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