--- description: ¿Qué piensan los usuarios de Insightly? Lee las reseñas y opiniones verificadas, descubre sus características y el nivel de usabilidad, consulta los precios y conoce las ventajas y desventajas de Insightly gracias a Capterra Chile. image: https://gdm-localsites-assets-gfprod.imgix.net/images/capterra/og_logo-e5a8c001ed0bd1bb922639230fcea71a.png?auto=format%2Cenhance%2Ccompress title: Insightly - Opiniones, precios y características - Capterra Chile 2026 --- Breadcrumb: [Inicio](/) > [Software CRM](/directory/2/customer-relationship-management/software) > [Insightly](/software/130671/insightly) # Insightly Canonical: https://www.capterra.cl/software/130671/insightly Página: 1 de 27\ Siguiente: [Página siguiente](https://www.capterra.cl/software/130671/insightly?page=2) > La solución CRM para empresas en crecimiento para capturar nuevos negocios, rastrear la interacción postventa con el cliente y la entrega de proyectos. > > Veredicto: 654 usuarios lo han valorado con **4.0/5**. De los mejores valorados en **Probabilidad de recomendación**. ----- ## Vista rápida ### ¿Quién usa Insightly? Organizaciones en cualquier sector que buscan un CRM fácil de usar, pero potente con gestión y entrega de proyectos. Realiza un seguimiento de todo, desde prospectos de ventas hasta proyectos entregados en la misma plataforma. ## Estadísticas y valoraciones rápidas | Métrica | Calificación | Detalles | | **En general** | **4.0/5** | 654 Opiniones | | Facilidad de uso | 4.0/5 | Basado en las opiniones generales | | Asistencia al cliente | 3.8/5 | Basado en las opiniones generales | | Relación calidad-precio | 4.0/5 | Basado en las opiniones generales | | Funciones | 3.9/5 | Basado en las opiniones generales | | Porcentaje de recomendaciones | 70% | (7/10 Probabilidad de recomendación) | ## Sobre el proveedor - **Empresa**: Insightly - **Ubicación**: San Francisco, EE. UU. - **Constitución**: 2010 ## Contexto comercial - **Precio inicial**: US$29,00 - **Modelo de precios**: (Prueba gratis) - **Público objetivo**: Trabajador autónomo, 2-10, 11-50, 51-200, 201-500, 501-1.000, 1.001-5.000, 5.001-10.000, 10.000+ - **Despliegue y plataformas**: Cloud, SaaS, Web, Mac (desktop), Windows (desktop), Android (móvil), iPhone (móvil), iPad (móvil) - **Idiomas admitidos**: español, francés, inglés, portugués - **Países disponibles**: Alemania, Australia, Canadá, China, Estados Unidos, India, Japón, Nueva Zelanda, Reino Unido ## Funciones - Acceso móvil - Alertas y notificaciones - Almacenamiento de documentos - Automatización de marketing - Base de datos de clientes - Base de datos de contactos - Búsqueda/filtro - Campos personalizables - Captura de clientes potenciales - Comentarios/notas - Contactos compartidos - Creación de informes/análisis - Cualificación de leads - Distribución de clientes potenciales - Generación de clientes potenciales - Generación de clientes potenciales - Gestión de actividad de ventas - Gestión de asignaciones - Gestión de campañas - Gestión de clientes potenciales - Gestión de contactos - Gestión de correo electrónico - Gestión de flujos de trabajo - Gestión de oportunidades - Gestión de tareas - Gestión del pipeline - Gestión del pipeline de ventas - Herramientas de colaboración - Importación y exportación de datos - Informes de ventas - Informes personalizables - Integración de terceros - Marketing por correo electrónico - Modelos personalizables - Métricas de rendimiento - Panel de actividades - Para el sector de los seguros - Presupuestos y estimaciones - Previsión - Previsión de ventas - Priorización - Procesamiento de lotes - Programación de citas - Segmentación - Segmentación de clientes potenciales - Seguimiento de interacciones - Seguimiento del proyecto - Sistema de calendarios o recordatorios - Task Editing - Third-Party Integrations ## Integraciones (en total: 118) - 123FormBuilder - ActiveCampaign - ActiveDEMAND - Acuity Scheduling - Aircall - AnyMeeting - Asana - Benchmark Email - Bidsketch - BookingSync - Box - Brevo - CallRail - Campaign Monitor by Marigold - Chargebee … y 103 integraciones más ## Opciones de asistencia - E-mail/Help Desk - Preguntas frecuentes/foro - Base de conocimientos - Asistencia telefónica - Chat ## Categoría - [Software CRM](https://www.capterra.cl/directory/2/customer-relationship-management/software) ## Categorías relacionadas - [Software CRM](https://www.capterra.cl/directory/2/customer-relationship-management/software) - [Software de gestión de proyectos sin fines de lucro](https://www.capterra.cl/directory/32439/project-management-software-for-nonprofits/software) - [Software para pronóstico de ventas](https://www.capterra.cl/directory/30930/sales-forecasting/software) - [Software de gestión de contactos](https://www.capterra.cl/directory/30016/contact-management/software) - [Herramientas de administración de leads](https://www.capterra.cl/directory/30017/lead-management/software) ## Alternativas 1. [Zoho CRM](https://www.capterra.cl/software/155928/zoho-crm) — 4.3/5 (6964 reviews) 2. [Bigin by Zoho CRM](https://www.capterra.cl/software/204998/bigin-by-zoho-crm) — 4.7/5 (724 reviews) 3. [Salesforce Sales Cloud](https://www.capterra.cl/software/61368/salesforce) — 4.4/5 (18768 reviews) 4. [HubSpot CRM](https://www.capterra.cl/software/152373/hubspot-crm) — 4.5/5 (4451 reviews) 5. [Dynamics 365](https://www.capterra.cl/software/157279/dynamics-365) — 4.4/5 (5811 reviews) ## Opiniones ### "Insightly developed to enhance our feeds" — 4.0/5 > **Denise** | *6 de septiembre de 2022* | Marketing y publicidad | Valoración de la recomendación: 9.0/10 > > **Puntos a favor**: 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. > > **Puntos en contra**: 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. ----- ### "Scalable CRM platform for businesses of all sizes" — 5.0/5 > **Usuario verificado** | *27 de junio de 2022* | Construcción | Valoración de la recomendación: 8.0/10 > > **Puntos a favor**: 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. > > **Puntos en contra**: 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. ----- ### "Insightly highs and lows" — 3.0/5 > **Matthew** | *12 de octubre de 2022* | Consultoría de gestión | Valoración de la recomendación: 3.0/10 > > **Puntos a favor**: It is relatively intuitive easy to customise, easy to align to specific business needs. > > **Puntos en contra**: 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. ----- ### "Affordable CRM with the features you need" — 5.0/5 > **Jennifer** | *24 de agosto de 2023* | Seguros | Valoración de la recomendación: 10.0/10 > > **Puntos a favor**: The ease of onboarding \& use. Ability to customize without having to use a developer > > **Puntos en contra**: Nothing. All the features we needed, Insightly has. > > Has all the features a business needs like ease of use, robust reporting \& customizations without the high cost that comes other well known CRMs ----- ### "Brings all record-keeping together" — 4.0/5 > **Joshua** | *25 de diciembre de 2019* | Servicios | Valoración de la recomendación: 8.0/10 > > **Puntos a favor**: 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. > > **Puntos en contra**: 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. ----- Página: 1 de 27\ Siguiente: [Página siguiente](https://www.capterra.cl/software/130671/insightly?page=2) ## Enlaces - [Ver en Capterra](https://www.capterra.cl/software/130671/insightly) ## Esta página se encuentra disponible en los siguientes idiomas | Local | 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 | | ----- ## Datos estructurados