كيفية استخدام Insightly: دليل شامل في عام 2026

بداية سريعة

يغطي هذا الدليل جميع ميزات Insightly:

• ابدء — Create your account and finish basic setup
• كيفية استخدام نظام إدارة علاقات العملاء الحديث — Role-based layouts that cut screen clutter for every user
• كيفية استخدام نظام إدارة علاقات العملاء (CRM) — Customizable pipelines that follow how you really sell
• كيفية استخدام إدارة المشاريع — Won deals become delivery projects with details copied over
• كيفية استخدام التقارير — Dashboards that track your own KPIs, not generic ones
• كيفية استخدام المنظمات — One company record that holds every linked person and deal
• كيفية استخدام البريد الإلكتروني — Inbox sync, templates, and drip sequences in one place
• كيفية استخدام أتمتة الذكاء الاصطناعي — Rules that fire on record changes, plus AI email summaries
• How to Use Seamless Integrations — AppConnect links Insightly to 500+ business apps
• كيفية استخدام الدعم ونظام التذاكر — Tickets handled beside the full customer history

الوقت اللازم: خمس دقائق لكل فقرة

يتضمن هذا الدليل أيضًا ما يلي: نصائح احترافية | الأخطاء الشائعة | استكشاف الأخطاء وإصلاحها | التسعير | البدائل

لماذا تثق بهذا الدليل؟

I have run Insightly إدارة علاقات العملاء for two years across a small consulting business and tested every feature here. Every screen in this walk-through comes from real daily use, not vendor slides.

Insightly is a CRM and project tool built for small and mid-sized teams.

Most users never move past contacts and a basic pipeline.

يوضح لك هذا الدليل كيفية استخدام كل ميزة رئيسية، خطوة بخطوة.

Screenshots and pro tips are included for each one.

دليل تعليمي متعمق

This How to Use Insightly tutorial walks you through every feature in order.

It starts with account setup and ends with the الأتمتة habits that separate power users from casual ones.

برؤية ثاقبة

Run sales and delivery in one place. Insightly, an Unbounce company, pairs a customizable CRM with native project management, so won deals become live projects in a click. Start free and invite your team today.

جرّب Insightly الآن →

اقرأ المراجعة الكاملة →

بدائل ثاقبة →

البدء باستخدام Insightly

Finish this one-time setup before you touch any feature.

It takes about three minutes.

الخطوة الأولى: إنشاء حسابك

Go to the Insightly website and click Start Free Trial.

Enter your work email, then create a password.

✓ نقطة تفتيش: A confirmation email lands in your صندوق الوارد within a minute.

Step 2: Open the App

Insightly runs in any browser, and mobile apps exist for نظام التشغيل iOS وأندرويد.

Log in and you land on the dashboard, where tasks, opportunities, and recent records sit side by side.

✓ نقطة تفتيش: You can see the main dashboard with the left sidebar.

الخطوة الثالثة: دعوة فريقك

Add users from System Settings, then set permission levels per role.

Connect your email account in the same session so nothing gets logged twice later.

Then pick one pipeline to build first. Teams that configure everything at once usually abandon half of it.

كيفية استخدام نظام إدارة علاقات العملاء الحديث من Insightly

إدارة علاقات العملاء الحديثة lets you tailor the screen each role sees, so sales and delivery teams focus on their own work.

إليك كيفية استخدامه خطوة بخطوة.

Step 1: Open Your Profile Settings

Click your avatar, then pick System Settings.

Choose the object you want to change, such as Leads or Contacts.

الخطوة الثانية: إضافة الحقول المخصصة

Add custom fields for the data your business actually tracks.

Drag them into the page layout in the order your team reads them.

هذا ما يبدو عليه الأمر:

✓ نقطة تفتيش: Your new fields show on the record page after a refresh.

Step 3: Assign the Layout

Save the layout and assign it to a user group.

Sales, service, and delivery teams can each get a different view.

Layout changes apply instantly for that group, so nobody hunts through settings or learns two versions of the same screen.

كيفية استخدام برنامج إدارة المشاريع Insightly

إدارة المشاريع lets you turn a closed deal into a live project without retyping a single detail.

إليك كيفية استخدامه خطوة بخطوة.

Step 1: Convert the Won Opportunity

Open the closed opportunity and click Convert to Project.

Insightly copies contacts, notes, and files into the new project.

Step 2: Apply an Activity Set

Activity Sets are saved templates of tasks and events.

Apply one and your whole kickoff checklist appears with dates already set.

هذا ما يبدو عليه الأمر:

✓ نقطة تفتيش: The project shows in the Projects tab with the deal value attached.

Step 3: Track Milestones

Move the project through your delivery pipeline as work lands.

Assign each task to an owner so nothing sits unclaimed.

This is the feature that sets Insightly apart, since won deals reach delivery without a second app or a rekeyed brief.

How to Use Insightly Report

إعداد التقارير lets you watch sales, projects, and team performance update in real time.

إليك كيفية استخدامه خطوة بخطوة.

Step 1: Pick Your Data Set

Open Reports and choose the objects you want to measure.

Opportunities, projects, and tasks can all sit in one report.

الخطوة الثانية: إضافة عوامل التصفية والأعمدة

Filter by owner, date range, or pipeline stage.

Add the columns your managers actually read, then run the report.

هذا ما يبدو عليه الأمر:

✓ نقطة تفتيش: Your dashboard card refreshes with live figures.

Step 3: Pin It to a Dashboard

Save the report and add it to a dashboard card.

Share that dashboard with the teams who need the numbers.

Reports can pull sales and delivery objects together, so you measure margin per client rather than raw revenue.

How to Manage Insightly Organizations

المنظمات lets you keep every contact, deal, and email for one company under a single record.

إليك كيفية استخدامه خطوة بخطوة.

Step 1: Create the Organization

Click Organizations, then New Organization.

Add the company name, website, and owner.

Step 2: Link Contacts and Objects

Link each contact, opportunity, and project to that organization.

Custom objects can be attached too, for things like contracts or assets.

هذا ما يبدو عليه الأمر:

✓ نقطة تفتيش: Linked contacts appear in the Related tab of the organization.

Step 3: Review the Timeline

Open the record and read the activity timeline top to bottom.

Anyone covering an account can catch up in two minutes.

Centralizing department data this way gives you a single source of truth for every customer conversation your teams have had.

كيفية استخدام البريد الإلكتروني من Insightly

بريد إلكتروني lets you connect your inbox so replies land on the right record automatically.

إليك كيفية استخدامه خطوة بخطوة.

Step 1: Connect Your Email Client

Go to User Settings and connect Gmail or Outlook.

Insightly then writes matched emails onto contact records for you.

Step 2: Save a Template

Write your most-used reply once and save it as a template.

Add merge fields so each send still reads personally.

هذا ما يبدو عليه الأمر:

✓ نقطة تفتيش: A test email appears under the contact’s Emails tab.

Step 3: Build a Drip Sequence

Use the journey builder to send a welcome email, then timed follow-ups.

Branch the next step based on opens and clicks.

A connected inbox also feeds the AI summary tool, which condenses a long thread into a few lines before you reply.

كيفية استخدام أتمتة الذكاء الاصطناعي من Insightly

أتمتة الذكاء الاصطناعي lets you hand repeat work to a rule-based engine that fires on your criteria.

إليك كيفية استخدامه خطوة بخطوة.

الخطوة الأولى: اختيار المحفز

Open Workflow Automation and pick the record change that starts things.

A lead status change is the most common trigger.

Step 2: Set the Actions

Add the actions to run, such as creating tasks or sending an email.

Add a wait step if you want a delay between actions.

هذا ما يبدو عليه الأمر:

✓ نقطة تفتيش: The workflow shows Active with a run count beside it.

Step 3: Turn On AI Email Help

Insightly can summarize a long email thread in a few lines.

It can also draft a reply you edit before sending.

The engine watches criteria you set. A lead status change alone can create tasks, send mail, or move a stage.

How to Use Insightly Seamless Integrations

تكاملات سلسة lets you connect Insightly to more than 500 apps through AppConnect.

إليك كيفية استخدامه خطوة بخطوة.

Step 1: Open AppConnect

Find AppConnect in the left sidebar.

Browse the app list or search for the tool you use.

الخطوة الثانية: تحديد حقولك

Pick the trigger app and the Insightly object it should write to.

Map each field carefully to ensure a wrong match does not create duplicate records.

هذا ما يبدو عليه الأمر:

✓ نقطة تفتيش: AppConnect shows a green success log for your first run.

الخطوة 3: التشغيل والمراقبة

Turn the recipe on and watch the first few runs.

Check the log if a step fails so you can fix the mapping.

AppConnect reaches more than 500 apps, which is usually enough to retire the spreadsheets sitting between your systems.

كيفية استخدام نظام الدعم والتذاكر من Insightly

الدعم الفني ونظام التذاكر lets you answer support tickets from the same record that holds the sales history.

إليك كيفية استخدامه خطوة بخطوة.

Step 1: Turn On Service

Add the Service product from your admin panel.

Set your support email so incoming mail becomes tickets.

Step 2: Configure Queues

Configure queues and routing rules by product or region.

Set response targets so urgent tickets rise to the top.

هذا ما يبدو عليه الأمر:

✓ نقطة تفتيش: A test email creates a ticket in the right queue.

Step 3: Publish Help Articles

Write short articles for your most repeated questions.

Agents can paste them into replies in one click.

Sales reps, agents, and project managers all read the same record, which ends the internal forwarding loop customers hate.

نصائح وحيل احترافية قيّمة

After two years of daily use, these are the practices that saved me the most time.

None of them need an admin or a paid consultant.

اختصارات لوحة المفاتيح

ميزات خفية يغفل عنها معظم الناس

• مجموعات الأنشطة: Save a whole checklist of tasks and events, then apply it to any new project in one click.
• Custom objects: Build record types your industry needs, like properties or shipments, and report on them like any core object.
• Free training library: Insightly runs a YouTube playlist of 20 tutorial videos plus customer webinars with insider tips.

أخطاء شائعة يجب تجنبها

Mistake #1: Importing Messy Data on Day One

Mistake #2: Building 40 Custom Fields Before Anyone Logs In

Mistake #3: Treating Insightly as Sales-Only Software

استكشاف الأخطاء وإصلاحها بتعمق

Problem: Emails Are Not Logging to Records

سبب: Your email client is not linked, or the sender address does not match any contact.

يصلح: Reconnect the account in User Settings, then add the missing address to the contact record.

Problem: A Workflow Never Fires

سبب: The rule sits in draft, or its criteria never match a real record.

يصلح: Open the rule, confirm it is active, and loosen the criteria until one test record qualifies.

Problem: Reports Show Fewer Records Than Expected

سبب: Permission settings hide records owned by other users.

يصلح: Ask an admin to widen your visibility, or filter the report by team instead of owner.

Problem: Duplicate Contacts After an Import

سبب: The import ran without a matching field, so Insightly treated known people as new records.

يصلح: Use the merge tool on the duplicates, then re-run future imports with email set as the match field.

📌 ملحوظة: Insightly also offers on-demand training, an online knowledge base, and email and phone support if none of these fixes work.

ما هو Insightly؟

برؤية ثاقبة is a CRM that also runs the delivery work after the sale closes.

Think of it as a pipeline board and a project tracker sharing one customer database.

Founded in 2009 and now Insightly, an Unbounce company, it serves more than 1.5 million users worldwide.

Watch this short review video before you read on:

يتضمن هذا المنتج الميزات الرئيسية التالية:

• نظام إدارة علاقات العملاء الحديث: Give each user a layout built around the records they touch daily
• إدارة علاقات العملاء: Leads, contacts, and opportunities in one customizable sales pipeline
• إدارة المشاريع: Native delivery projects with pipelines, milestones, and Activity Sets
• الإبلاغ: Real-time dashboards for sales, delivery, and team performance
• المنظمات: Company records that hold all linked contacts and history
• بريد إلكتروني: Email sync, saved templates, and multi-step drip sequences
• أتمتة الذكاء الاصطناعي: Rule-based workflow automation with AI email summaries and replies
• تكامل سلس: AppConnect pipelines that join Insightly to 500+ apps
• الدعم الفني وإصدار التذاكر: Service tickets, queues, and knowledge base articles

For a full breakdown, see our مراجعة متعمقة.

Here is the dashboard users see after login:

Nothing here needs a developer. Admins configure the whole thing from settings screens.

تسعير دقيق

Here is what Insightly costs in 2026:

تجربة مجانية: Yes, 14 days with no card required.

ضمان استرداد الأموال: No refund window, but you can cancel before renewal.

Premier Support: A paid add-on with one-to-one technical guidance and private online training sessions.

It also adds expert coaching, faster response times, long-term adoption programs, and business value reviews that protect your investment.

💰 أفضل قيمة: Professional — it unlocks automation and custom objects, which is where the real time savings start.

إنسايتلي مقابل البدائل

How does Insightly compare with the big names? Here is the short version:

اختيارات سريعة:

• الأفضل إجمالاً: HubSpot — the widest feature set if budget allows
• أفضل ميزانية: Zoho CRM — the most features per dollar
• الأفضل للمبتدئين: Pipedrive — you can learn the whole app in an afternoon
• Best for project delivery: Insightly — no rival ships native projects this deeply

🎯 بدائل ثاقبة

هل تبحث عن بدائل لـ Insightly؟ إليك أفضل الخيارات:

• 🚀 هاب سبوت: Free tier, strong marketing automation, and the easiest setup of the four for a non-technical team.
• 💰 Zoho CRM: The budget pick, with custom fields and modules that rival tools twice its price.
• 👶 بايب درايف: Built around one clean deal board, so new sales reps learn it in a single session.
• 🏢 سيلزفورس: Endless customization and reporting depth, best suited to teams with an admin on staff.

Price alone rarely settles this choice. Ask whether your work continues after the deal closes.

للاطلاع على القائمة الكاملة، راجع بدائل ثاقبة مرشد.

⚔️ مقارنة متعمقة

Here is how Insightly stacks up head to head:

• مقارنة بين Insightly و HubSpot: HubSpot wins on marketing depth. Insightly wins once delivery work follows the sale, since projects live in the same record.
• مقارنة بين Insightly و Zoho CRM: Zoho costs less per user. Insightly is faster to configure and far cleaner for teams without an admin.
• مقارنة بين Insightly و Pipedrive: Pipedrive is simpler for pure sales. Insightly covers the whole customer lifecycle, not just the pipeline.
• مقارنة بين Insightly و Salesforce: Salesforce scales further. Insightly costs less and works fine without a paid consultant to run it.

ابدأ باستخدام Insightly الآن

You now know how to use every major Insightly feature:

• ✅ نظام إدارة علاقات العملاء الحديث
• ✅ إدارة علاقات العملاء
• ✅ إدارة المشاريع
• ✅ إعداد التقارير
• ✅ المنظمات
• ✅ البريد الإلكتروني
• ✅ أتمتة الذكاء الاصطناعي
• ✅ Seamless Integrations
• ✅ الدعم ونظام التذاكر

الخطوة التالية: Pick one feature and try it today.

Most people start with the CRM pipeline, then add automation in week two.

Give it fifteen minutes and you will know whether it fits your business.

الأسئلة الشائعة

كيف يعمل برنامج Insightly؟

Insightly stores contacts, organizations, and deals in one database. Won opportunities convert into projects, and workflow rules handle follow-ups, tasks, and email automation for your team.

هل برنامج Insightly سهل الاستخدام؟

Yes. Most users learn the core CRM in a day. Insightly also runs a YouTube playlist of 20 tutorial videos, webinars, and a searchable knowledge base.

كيف أضيف حقلاً في Insightly؟

Open System Settings, choose the object, then click Add Custom Field. Pick the field type, save it, and drag it into the page layout your users see.

هل لدى Insightly تطبيق للهواتف المحمولة؟

Yes. Free iOS and Android apps let you check records, log calls, and update tasks offsite. Business card scanning and صوت notes are included.

من يملك موقع Insightly؟

Unbounce acquired Insightly in July 2024, so it now trades as Insightly, an Unbounce company. Both brands sit under private equity firm Crest Rock Partners.