--- description: Reviews zu Insightly Software: Systemübersicht, Funktionen, Preisinformationen und Ratings & Reviews. Entdecke kostenlose Live-Demos und vergleiche Insightly mit ähnlichen Programmen. image: https://gdm-localsites-assets-gfprod.imgix.net/images/software_advice/og_logo-55146305bbe7b450bea05c18e9be9c9a.png title: Insightly | Bewertungen, Preise und Demos – SoftwareAdvice DE --- Breadcrumb: [Startseite](/) > [CRM Software für Versicherungen](/directory/342/insurance-crm/software) > [Insightly](/software/2667/insightly) # Insightly Canonical: https://www.softwareadvice.de/software/2667/insightly Seite: 1 / 28\ Weiter: [Nächste Seite](https://www.softwareadvice.de/software/2667/insightly?page=2) > Insightly ist eine SaaS-basierte CRM-Lösung für wachsende mittelständische Unternehmen. Mehr als 1,5 Millionen Nutzer weltweit nutzen Insightly, um alle ihre Kundendaten an einem Ort sicher zu verwalten, Kundenbeziehungen aufzubauen, ihren Umsatz zu beschleunigen und Projekte stets pünktlich zu liefern. Insightly bietet Gmail- und Outlook-Plug-ins und Tools, um die Integration in jedes andere System zu erleichtern. Unternehmen nutzen Insightly insbesondere für Beziehungsaufbau, Kontaktverwaltung, E-Mail-Verfolgung, Lead-, Chancen- und Projektmanagement, Angebotserstellung, Workflow-Automatisierung, erweiterte Berichterstattung, Anrufverwaltung sowie Vertriebs- und Marketingausrichtung. Außerdem ist eine mobile CRM-App mit Visitenkartenscanner und Audionotizen verfügbar, die schnelle und einfache Aktualisierungen ermöglicht, während Vertriebsteams im Außendienst sind. > > Bewertung: **4.0/5** von 656 Nutzern. Top bewertet für **Weiterempfehlungsquote**. ----- ## Kurzstatistiken und Ratings | Metrik | Bewertung | Detail | | **Gesamt** | **4.0/5** | 656 Nutzerbewertungen | | Bedienkomfort | 4.0/5 | Auf Basis der Gesamtbewertungen | | Kundenbetreuung | 3.8/5 | Auf Basis der Gesamtbewertungen | | Preis-Leistungs-Verhältnis | 4.0/5 | Auf Basis der Gesamtbewertungen | | Funktionen | 3.9/5 | Auf Basis der Gesamtbewertungen | | Empfehlungsprozentsatz | 70% | (7/10 Weiterempfehlungsquote) | ## Über den Anbieter - **Unternehmen**: Insightly - **Region**: San Francisco, USA - **Gegründet**: 2010 ## Gewerblicher Kontext - **Startpreis**: 29,00 $ - **Preismodell**: (Kostenlose Testversion) - **Zielgruppe**: Selbstständig, 2–10, 11–50, 51–200, 201–500, 501–1.000, 1.001–5.000, 5.001–10.000, 10.000+ - **Bereitstellungen und Plattformen**: Cloud, SaaS, webbasiert, Mac (Desktop), Windows (Desktop), Android (mobil), iPhone (mobil), iPad (mobil) - **Unterstützte Sprachen**: Englisch, Französisch, Portugiesisch, Spanisch - **Verfügbare Länder**: Australien, China, Deutschland, Indien, Japan, Kanada, Neuseeland, Vereinigte Staaten, Vereinigtes Königreich ## Funktionen - API - Aktivitäts-/Newsfeeds - Aktivitäts-Dashboard - Aktivitäts-Verfolgung - Alarmfunktion / Benachrichtigungen - Angebote / Schätzungen - Angebotserstellung - Anpassbare Berichte - Anpassbare Felder - Anpassbare Vorlagen - Aufgaben-Fortschrittsverfolgung - Aufgaben-Tagging - Aufgabenliste - Aufgabenmanagement - Aufgabenmanagement - Aufgabenplanung - Aufgabentafel - Berichterstattung / Analyse - Berichterstattung / Projektverfolgung - Berichterstattung und Statistik ## Integrationen (118 insgesamt) - 123FormBuilder - ActiveCampaign - ActiveDEMAND - Acuity Scheduling - Aircall - AnyMeeting - Asana - Benchmark Email - Bidsketch - BookingSync - Box - Brevo - CallRail - Campaign Monitor by Marigold - Chargebee ... und 103 weitere Integrationen ## Optionen für Kundensupport - E-Mail/Helpdesk - FAQ/Forum - Wissensdatenbank - Telefon-Support - Chat ## Category - [CRM Software für Versicherungen](https://www.softwareadvice.de/directory/342/insurance-crm/software) ## Ähnliche Kategorien - [CRM Software für Versicherungen](https://www.softwareadvice.de/directory/342/insurance-crm/software) - [CRM Software für Hypotheken](https://www.softwareadvice.de/directory/345/mortgage-crm/software) - [CRM Software für iPad](https://www.softwareadvice.de/directory/433/ipad/software) - [Kontaktmanagement Software](https://www.softwareadvice.de/directory/434/contact-management/software) - [Sales Force Automation Software](https://www.softwareadvice.de/directory/254/sales-force-automation/software) ## Alternativen 1. [Salesforce Sales Cloud](https://www.softwareadvice.de/software/2764/salesforce-sales-cloud) — 4.4/5 (18806 reviews) 2. [HubSpot CRM](https://www.softwareadvice.de/software/1854/hubspot) — 4.5/5 (4482 reviews) 3. [Zoho CRM](https://www.softwareadvice.de/software/392464/zoho-crm) — 4.3/5 (6994 reviews) 4. [HubSpot Sales Hub](https://www.softwareadvice.de/software/21946/hubspot-sales-hub) — 4.5/5 (506 reviews) 5. [Bigin by Zoho CRM](https://www.softwareadvice.de/software/392397/bigin-by-zoho-crm) — 4.7/5 (742 reviews) ## Nutzerbewertungen ### "Insightly : a good option to start with cloud based CRMs for Small businesses" — 4.0/5 > **Tarek** | *10. Oktober 2021* | Unternehmensberatung | Empfehlungsbewertung: 7.0/10 > > **Vorteile**: Insightly Helps small and mid business manage their leads and projects online, through a fully fledged cloud based tool that provides an abundance of smart features, including customer insights from internet sources, and structured project/opportunity management platform. > > **Nachteile**: It is probably requiring some advanced knowledge from our end, but integrating Insightly with e-mail services, social media and other 3rd parties seemed to be complex. We've been using Insightly in its early times, and I'm sure that things went better afterwards with the continuous improvements by Insightly amazing teams. > > Insightly helps entrepreneurs and small businesses like most of our clients to get to the digital space and excel in no time. As a Technology expert, I highly recommend it to entrepreneurs beginning with tech and online platforms for their business. ----- ### "Insightly is a modern CRM" — 4.0/5 > **Mark** | *19. September 2025* | Versicherung | Empfehlungsbewertung: 7.0/10 > > **Vorteile**: It offers very good Security, has a fair Value for Money for individuals and teams. Good expensive Customer Support if needed. Good amount of Task Management Features and strong Team Collaboration features. > > **Nachteile**: Customer support for individuals is all by email, or text. Guided Onboarding or Live support available at $1500 to $3000 for Premier Support. The individual plus plan had very limited features and benefits. The Team plan was a lot more expensive and benefit rich software. > > The individual plus plan had very limited features and benefits. The Team plan was a lot more expensive and benefit rich software. I found it to be out of my budget and not very helpful. ----- ### "Good tool but there are better" — 4.0/5 > **Verifizierter Rezensent** | *31. Oktober 2019* | Unternehmensberatung | Empfehlungsbewertung: 8.0/10 > > **Vorteile**: Pricing and features vary widely with what you're willing to pay which is fair and great frankly. There's even a free plan that gives you a sneak peak into the great features. Dashboards and opportunity reports are designed well. > > **Nachteile**: customisations could be improved and customer support. ----- ### "Worthy place to start...depends on what you need to finish" — 3.0/5 > **Verifizierter Rezensent** | *16. Dezember 2025* | Finanzdienstleistungen | Empfehlungsbewertung: 6.0/10 > > **Vorteile**: I found Insightly to be very easy to get started with, and from a cost standpoint, it felt like a practical, cost-effective option. I liked how simple it was to connect related contacts and keep track of important life events and milestones. Setting up routine tasks and activity reminders was also straightforward, which made it easier to stay organized and maintain consistent, timely engagement with clients. > > **Nachteile**: The integrations with other applications wasn't as strong as I was looking for at the time. I run an operation with less than 5 people and we use a lot of outside applications for our business to run and it did not play well with them or not at all. This is something that has probably grown over time, but it did not happen in time for me to find another platform that did it much better. > > Overall, the challenges I encountered may not apply to everyone, and it was a solid platform for getting started. However, as my business grew, it did not scale in the way I ultimately needed. I operate in a highly regulated environment, which requires more robust capabilities as complexity increases ----- ### "Reliable CRM for Managing Client Relationships and Business Processes" — 4.0/5 > **Daud** | *17. August 2026* | Buchhaltung | Empfehlungsbewertung: 7.0/10 > > **Vorteile**: Insightly provides a clean and intuitive platform for managing client relationships, projects, and business workflows in one place. The ability to link contacts, organisations, opportunities, and projects helps maintain a complete view of client interactions. The reporting and customisation options are also useful, allowing us to tailor the system to suit our business processes. Integration with Microsoft 365 and other business applications helps improve productivity and collaboration across teams. > > **Nachteile**: Some advanced customisation and reporting features have a learning curve and can take time to configure correctly. Certain automation and workflow functions are not as flexible as some higher-end CRM platforms, and performance can occasionally slow down when working with large amounts of data. > > Overall, Insightly has been a positive CRM solution for our organisation. It has helped us centralise client information, manage opportunities more effectively, and improve visibility across projects and customer interactions. The user interface is straightforward, making it easy for team members to adopt, while the range of features supports both sales and operational processes. Although there are areas where reporting and automation could be more advanced, Insightly offers strong value for money and has become an important part of our daily operations. ----- Seite: 1 / 28\ Weiter: [Nächste Seite](https://www.softwareadvice.de/software/2667/insightly?page=2) ## Links - [Auf SoftwareAdvice anzeigen](https://www.softwareadvice.de/software/2667/insightly) ## Diese Seite ist in den folgenden Sprachen verfügbar | Sprache | URL | | de | | | en | | | en-AU | | | en-GB | | | en-IE | | | en-NZ | | | fr | | ----- ## Strukturierte Daten