Cómo usar Insightly: Una guía completa para 2026

Inicio rápido

Esta guía abarca todas las funciones de Insightly:

• Empezando — Create your account and finish basic setup
• Cómo usar un CRM moderno — Role-based layouts that cut screen clutter for every user
• Cómo usar CRM — Customizable pipelines that follow how you really sell
• Cómo utilizar la gestión de proyectos — Won deals become delivery projects with details copied over
• Cómo utilizar los informes — Dashboards that track your own KPIs, not generic ones
• Cómo utilizar las organizaciones — One company record that holds every linked person and deal
• Cómo usar el correo electrónico — Inbox sync, templates, and drip sequences in one place
• Cómo utilizar la automatización con IA — Rules that fire on record changes, plus AI email summaries
• How to Use Seamless Integrations — AppConnect links Insightly to 500+ business apps
• Cómo usar el soporte y el sistema de tickets — Tickets handled beside the full customer history

Tiempo necesario: 5 minutos por función

También en esta guía: Consejos profesionales | Errores comunes | Solución de problemas | Precios | Alternativas

¿Por qué confiar en esta guía?

I have run Insightly CRM 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.

Esta guía le muestra cómo utilizar cada una de las funciones principales, paso a paso.

Screenshots and pro tips are included for each one.

Tutorial de Insightly

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

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

Perspicazmente

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.

PRUEBA INSIGHTLY AHORA →

LEER LA RESEÑA COMPLETA →

ALTERNATIVAS PERSPECTIVAS →

Introducción a Insightly

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

Tarda unos tres minutos.

Paso 1: Crea tu cuenta

Go to the Insightly website and click Start Free Trial.

Enter your work email, then create a password.

✓ Control: A confirmation email lands in your bandeja de entrada within a minute.

Paso 2: Abre la aplicación

Insightly runs in any browser, and mobile apps exist for iOS y Android.

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

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

Paso 3: Invita a tu equipo

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.

Cómo usar Insightly Modern CRM

CRM moderno lets you tailor the screen each role sees, so sales and delivery teams focus on their own work.

Aquí te explicamos cómo usarlo paso a paso.

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.

Paso 2: Agregar campos personalizados

Add custom fields for the data your business actually tracks.

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

Así es como se ve:

✓ Control: 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.

Cómo utilizar la gestión de proyectos de Insightly

Gestión de proyectos lets you turn a closed deal into a live project without retyping a single detail.

Aquí te explicamos cómo usarlo paso a paso.

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.

Así es como se ve:

✓ Control: 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

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

Aquí te explicamos cómo usarlo paso a paso.

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.

Paso 2: Agregar filtros y columnas

Filter by owner, date range, or pipeline stage.

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

Así es como se ve:

✓ Control: 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

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

Aquí te explicamos cómo usarlo paso a paso.

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.

Así es como se ve:

✓ Control: 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.

Cómo usar el correo electrónico de Insightly

Correo electrónico lets you connect your inbox so replies land on the right record automatically.

Aquí te explicamos cómo usarlo paso a paso.

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.

Así es como se ve:

✓ Control: 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.

Cómo usar las automatizaciones de IA de Insightly

Automatizaciones de IA lets you hand repeat work to a rule-based engine that fires on your criteria.

Aquí te explicamos cómo usarlo paso a paso.

Paso 1: Elige un desencadenante

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.

Así es como se ve:

✓ Control: 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

Integraciones perfectas lets you connect Insightly to more than 500 apps through AppConnect.

Aquí te explicamos cómo usarlo paso a paso.

Step 1: Open AppConnect

Find AppConnect in the left sidebar.

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

Paso 2: Mapea tus campos

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.

Así es como se ve:

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

Paso 3: Ejecutar y monitorizar

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.

Cómo usar el soporte y el sistema de tickets de Insightly

Soporte y emisión de tickets lets you answer support tickets from the same record that holds the sales history.

Aquí te explicamos cómo usarlo paso a paso.

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.

Así es como se ve:

✓ Control: 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.

Consejos y atajos profesionales de Insightly

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.

Atajos de teclado

Características ocultas que la mayoría de la gente pasa por alto

• Conjuntos de actividades: 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.

Errores comunes que debes evitar según Insightly

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

Solución de problemas con perspicacia

Problem: Emails Are Not Logging to Records

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

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

Problem: A Workflow Never Fires

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

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

Problem: Reports Show Fewer Records Than Expected

Causa: Permission settings hide records owned by other users.

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

Problem: Duplicate Contacts After an Import

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

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

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

¿Qué es Insightly?

Perspicazmente 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:

Incluye estas características clave:

• CRM moderno: Give each user a layout built around the records they touch daily
• Gestión de relaciones con el cliente: Leads, contacts, and opportunities in one customizable sales pipeline
• Gestión de proyectos: Native delivery projects with pipelines, milestones, and Activity Sets
• Informe: Real-time dashboards for sales, delivery, and team performance
• Organizaciones: Company records that hold all linked contacts and history
• Correo electrónico: Email sync, saved templates, and multi-step drip sequences
• Automatizaciones de IA: Rule-based workflow automation with AI email summaries and replies
• Integraciones perfectas: AppConnect pipelines that join Insightly to 500+ apps
• Soporte y emisión de tickets: Service tickets, queues, and knowledge base articles

Para obtener un desglose completo, consulte nuestra Reseña de Insightly.

Here is the dashboard users see after login:

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

Precios de Insightly

Here is what Insightly costs in 2026:

Prueba gratuita: Yes, 14 days with no card required.

Garantía de devolución de dinero: 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.

💰 Mejor relación calidad-precio: Professional — it unlocks automation and custom objects, which is where the real time savings start.

Insightly frente a alternativas

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

Selecciones rápidas:

• Mejor en general: HubSpot — the widest feature set if budget allows
• Mejor presupuesto: Zoho CRM — the most features per dollar
• Ideal para principiantes: Pipedrive — you can learn the whole app in an afternoon
• Best for project delivery: Insightly — no rival ships native projects this deeply

🎯 Alternativas a Insightly

¿Buscas alternativas a Insightly? Aquí tienes las mejores opciones:

• 🚀 HubSpot: 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.
• 👶 Pipedrive: Built around one clean deal board, so new sales reps learn it in a single session.
• 🏢 Fuerza de ventas: 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.

Para ver la lista completa, consulte nuestra Alternativas perspicaces guía.

⚔️ Comparación perspicaz

Here is how Insightly stacks up head to head:

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

Empiece a usar Insightly ahora

You now know how to use every major Insightly feature:

• ✅ CRM moderno
• ✅ CRM
• ✅ Gestión de proyectos
• ✅ Denunciar
• ✅ Organizaciones
• ✅ Correo electrónico
• ✅ Automatizaciones de IA
• ✅ Seamless Integrations
• ✅ Soporte y gestión de incidencias

Siguiente paso: 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.

Preguntas frecuentes

¿Cómo funciona 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.

¿Es fácil de usar Insightly?

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.

¿Cómo agrego un campo en 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.

¿Insightly tiene una aplicación móvil?

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

¿Quién es el propietario de 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.