--- 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 Schweiz. image: https://gdm-localsites-assets-gfprod.imgix.net/images/capterra/og_logo-e5a8c001ed0bd1bb922639230fcea71a.png?auto=format%2Cenhance%2Ccompress title: Insightly Kosten, Erfahrungen & Bewertungen - Capterra Schweiz 2026 --- Breadcrumb: [Startseite](/) > [CRM-Systeme](/directory/2/customer-relationship-management/software) > [Insightly](/software/130671/insightly) # Insightly Canonical: https://www.capterra.ch/software/130671/insightly Seite: 1 / 27\ Weiter: [Nächste Seite](https://www.capterra.ch/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.ch/directory/2/customer-relationship-management/software) ## Ähnliche Kategorien - [CRM-Systeme](https://www.capterra.ch/directory/2/customer-relationship-management/software) - [Projektmanagement Tools für gemeinnützige Organisationen](https://www.capterra.ch/directory/32439/project-management-software-for-nonprofits/software) - [Absatzplanung Software](https://www.capterra.ch/directory/30930/sales-forecasting/software) - [Kontaktmanagement Software](https://www.capterra.ch/directory/30016/contact-management/software) - [Lead Management Software](https://www.capterra.ch/directory/30017/lead-management/software) ## Alternativen 1. [HubSpot CRM](https://www.capterra.ch/software/152373/hubspot-crm) — 4.5/5 (4455 reviews) 2. [Zoho CRM](https://www.capterra.ch/software/155928/zoho-crm) — 4.3/5 (6968 reviews) 3. [Bigin by Zoho CRM](https://www.capterra.ch/software/204998/bigin-by-zoho-crm) — 4.7/5 (727 reviews) 4. [Salesforce Sales Cloud](https://www.capterra.ch/software/61368/salesforce) — 4.4/5 (18770 reviews) 5. [Dynamics 365](https://www.capterra.ch/software/157279/dynamics-365) — 4.4/5 (5817 reviews) ## Nutzerbewertungen ### "Insightly developed to enhance our feeds" — 4.0/5 > **Denise** | *6. September 2022* | Marketing & Werbung | Empfehlungsbewertung: 9.0/10 > > **Vorteile**: 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. > > **Nachteile**: 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. > > 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. ----- ### "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. ----- ### "Insightly highs and lows" — 3.0/5 > **Matthew** | *12. Oktober 2022* | Unternehmensberatung | Empfehlungsbewertung: 3.0/10 > > **Vorteile**: It is relatively intuitive easy to customise, easy to align to specific business needs. > > **Nachteile**: Effective linkage of the databases that sit behind the product. If i log an activity for a against a contact that is part of an organisation, that activity will not be visible under the organisation. This is a big miss. There needs to be total linkage between all databases that sit within the system. There should be a hierarchy from Organisation to Contact to Project to Opportunity etc etc. This causes significant issues when trying to track client experience. Reporting No reports are drillable - they are simply static reports limiting their use. I constantly find myself needing to export a report to Excel so I can build a pivot table to effectively use it. User interface The user interface is very old fashioned and clunky. This is not just a statement about look and feel. When i create a report i get a list of objects with certain data that changes on a regular basis. So I need to select the item from within the report and change the value. But I cant do this quickly from within the report. I need to click on the item which then loads a separate page for the record. Then I need to click into that record which show all of the fields for the entire record. Then I need to click on the field in question, change it and then save it. I then need to close that page down and go back to the report page and refresh the page before this change is visible. This is a terrible UI and UX for a modern product today that is now significantly behind the the currently expected standard. ----- ### "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. ----- ### "Scalable CRM platform for businesses of all sizes" — 5.0/5 > **Verifizierter Rezensent** | *27. Juni 2022* | Bau | Empfehlungsbewertung: 8.0/10 > > **Vorteile**: I really like how Insightly can be customized and scaled to fit the needs of the business. We are a mid size company and other CRMs were too robust and complicated. Insightly is just right. > > **Nachteile**: I think it is kind of expensive per user. I would like to see a lower monthly cost per user. > > Insightly has been a beneficial addition to our sales and marketing efforts allowing us to easily store our contacts, leads, and projects in one platform. ----- Seite: 1 / 27\ Weiter: [Nächste Seite](https://www.capterra.ch/software/130671/insightly?page=2) ## Links - [Auf Capterra anzeigen](https://www.capterra.ch/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