--- description: Detaillierte Informationen über Insightly zu Benutzerfreundlichkeit, Funktionen, Kosten, Vor- und Nachteilen aus verifizierten Nutzer-Erfahrungen. Lies Ratings & Bewertungen und entdecke ähnliche Tools dank Capterra Austria. image: https://gdm-localsites-assets-gfprod.imgix.net/images/capterra/og_logo-e5a8c001ed0bd1bb922639230fcea71a.png?auto=format%2Cenhance%2Ccompress title: Insightly Kosten, Erfahrungen & Bewertungen - Capterra Österreich 2026 --- Breadcrumb: [Startseite](/) > [CRM-Systeme](/directory/2/customer-relationship-management/software) > [Insightly](/software/130671/insightly) # Insightly Canonical: https://www.capterra.at/software/130671/insightly Seite: 1 / 27\ Zurück: [Nächste Seite](https://www.capterra.at/software/130671/insightly?page=2) > CRM-Lösung für wachsende Unternehmen, um neue Geschäfte zu gewinnen, Kundeninteraktionen nach dem Verkauf zu verfolgen und Projektlieferungen durchzuführen. > > Bewertung: **4.0/5** von 654 Nutzern. Top bewertet für **Weiterempfehlungsquote**. ----- ## Übersicht ### Wer verwendet Insightly? Organisationen in jeder Branche, die ein einfach zu bedienendes, aber leistungsstarkes CRM mit Projektmanagement und Bereitstellung suchen. Verfolge alles von Verkaufschancen bis zu gelieferten Projekten auf derselben Plattform. ## Kurzstatistiken und Ratings | Metrik | Bewertung | Detail | | **Gesamt** | **4.0/5** | 654 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**: (Gratis Testen) - **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 - Aktivitäts-Dashboard - Alarmfunktion / Benachrichtigungen - Angebote / Schätzungen - Anpassbare Berichte - Anpassbare Felder - Anpassbare Vorlagen - Aufgabenmanagement - Aufgabenmanagement - Berichterstattung / Analyse - Chancenmanagement - Daten-Import / -Export - Dokumentenspeicher - Drittanbieter-Integration - E-Mail Marketing - E-Mail-Management - Für Versicherungsbranche - Gemeinsame Kontakte - Kalender-/Erinnerungssystem - Kampagnenmanagement - Kommentare / Notizen - Kontakt-Datenbank - Kontaktmanagement - Kundendatenbank - Lead Segmentierung - Lead-Distribution - Lead-Erfassung - Lead-Generierung - Lead-Pflege - Lead-Qualifizierung - Leadmanagement - Leistungskennzahlen - Marketing-Automatisierung - Mobiler Zugriff - Pipeline-Management - Priorisierung - Prognose - Projekt-Nachverfolgung - Sales-Pipeline-Management - Segmentierung - Stapelverarbeitung - Suchen / filtern - Task Editing - Terminplanung - Third-Party Integrations - Verfolgung von Interaktionen - Verkaufsberichte - Verkaufsprognose - Vertriebsaktivitätsmanagement - Werkzeuge zur Zusammenarbeit - Workflow-Management ## 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-Systeme](https://www.capterra.at/directory/2/customer-relationship-management/software) ## Ähnliche Kategorien - [CRM-Systeme](https://www.capterra.at/directory/2/customer-relationship-management/software) - [Projektmanagement Tools für gemeinnützige Organisationen](https://www.capterra.at/directory/32439/project-management-software-for-nonprofits/software) - [Absatzplanung Software](https://www.capterra.at/directory/30930/sales-forecasting/software) - [Kontaktmanagement Software](https://www.capterra.at/directory/30016/contact-management/software) - [Lead Management Software](https://www.capterra.at/directory/30017/lead-management/software) ## Alternativen 1. [HubSpot CRM](https://www.capterra.at/software/152373/hubspot-crm) — 4.5/5 (4458 reviews) 2. [Zoho CRM](https://www.capterra.at/software/155928/zoho-crm) — 4.3/5 (6974 reviews) 3. [Bigin by Zoho CRM](https://www.capterra.at/software/204998/bigin-by-zoho-crm) — 4.7/5 (731 reviews) 4. [Salesforce Sales Cloud](https://www.capterra.at/software/61368/salesforce) — 4.4/5 (18783 reviews) 5. [Dynamics 365](https://www.capterra.at/software/157279/dynamics-365) — 4.4/5 (5823 reviews) ## Nutzerbewertungen ### "Brings all record-keeping together" — 4.0/5 > **Joshua** | *25. Dezember 2019* | Versorgungsunternehmen | Empfehlungsbewertung: 8.0/10 > > **Vorteile**: 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. > > **Nachteile**: 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. Juli 2023* | Marketing & Werbung | Empfehlungsbewertung: 8.0/10 > > **Vorteile**: 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. > > **Nachteile**: 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. Juni 2024* | Unternehmensberatung | Empfehlungsbewertung: 0.0/10 > > **Vorteile**: It was extremely easy to install, even though I wanted to clarify some features and it was impossible. > > **Nachteile**: 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. März 2023* | Bau | Empfehlungsbewertung: 10.0/10 > > **Vorteile**: 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. > > **Nachteile**: 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. Oktober 2022* | Non-Profit-Organisation Management | Empfehlungsbewertung: 10.0/10 > > **Vorteile**: 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. > > **Nachteile**: 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. ----- Seite: 1 / 27\ Zurück: [Nächste Seite](https://www.capterra.at/software/130671/insightly?page=2) ## Links - [Auf Capterra anzeigen](https://www.capterra.at/software/130671/insightly) ## Diese Seite ist in den folgenden Sprachen verfügbar | Sprache | 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 | | ----- ## Strukturierte Daten