Panduan Singkat
Panduan ini mencakup setiap fitur Insightly:
- Memulai — Create your account and finish basic setup
- Cara Menggunakan CRM Modern — Role-based layouts that cut screen clutter for every user
- Cara Menggunakan CRM — Customizable pipelines that follow how you really sell
- Cara Menggunakan Manajemen Proyek — Won deals become delivery projects with details copied over
- Cara Menggunakan Memtime: Lacak Waktu Anda dengan Mudah di Tahun 2026 11 — Dashboards that track your own KPIs, not generic ones
- Cara Menggunakan Organisasi — One company record that holds every linked person and deal
- Cara Menggunakan Email — Inbox sync, templates, and drip sequences in one place
- Cara Menggunakan Otomatisasi AI — Rules that fire on record changes, plus AI email summaries
- How to Use Seamless Integrations — AppConnect links Insightly to 500+ business apps
- Cara Menggunakan Dukungan & Tiket — Tickets handled beside the full customer history
Waktu yang dibutuhkan: 5 menit per film
Juga terdapat dalam panduan ini: Tips Profesional | Kesalahan Umum | Penyelesaian Masalah | Harga | Alternatif
Mengapa Anda Harus Mempercayai Panduan Ini?
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.
Panduan ini menunjukkan cara menggunakan setiap fitur utama, langkah demi langkah.
Screenshots and pro tips are included for each one.
Tutorial yang Mendalam
This How to Use Insightly tutorial walks you through every feature in order.
It starts with account setup and ends with the otomasi habits that separate power users from casual ones.
Berwawasan
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.
Memulai Menggunakan Insightly
Finish this one-time setup before you touch any feature.
Prosesnya memakan waktu sekitar tiga menit.
Langkah 1: Buat Akun Anda
Go to the Insightly website and click Start Free Trial.
Enter your work email, then create a password.
✓ Pos pemeriksaan: A confirmation email lands in your kotak-masuk within a minute.
Langkah 2: Buka Aplikasi
Insightly runs in any browser, and mobile apps exist for iOS dan Android.
Log in and you land on the dashboard, where tasks, opportunities, and recent records sit side by side.
✓ Pos pemeriksaan: You can see the main dashboard with the left sidebar.
Langkah 3: Undang Tim Anda
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.
✅ Selesai: Anda siap menggunakan fitur apa pun di bawah ini.
Cara Menggunakan Insightly Modern CRM
CRM Modern lets you tailor the screen each role sees, so sales and delivery teams focus on their own work.
— Kendalikan PC apa pun dari ponsel atau tablet Anda
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.
Langkah 2: Tambahkan Kolom Kustom
Add custom fields for the data your business actually tracks.
Drag them into the page layout in the order your team reads them.
Buka Google Play Store atau Apple App Store, cari AnyDesk, lalu ketuk Instal.
✓ Pos pemeriksaan: 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.
✅ Hasil: Every user now sees a page built for their role, not a generic form.
💡 Pro Tip: Hide fields nobody fills in. Short layouts get better data than long ones.
Cara Menggunakan Manajemen Proyek Insightly
Manajemen Proyek lets you turn a closed deal into a live project without retyping a single detail.
— Kendalikan PC apa pun dari ponsel atau tablet Anda
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.
Buka Google Play Store atau Apple App Store, cari AnyDesk, lalu ketuk Instal.
✓ Pos pemeriksaan: 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.
✅ Hasil: Post-sale handoff happens in one click instead of a long email thread.
💡 Pro Tip: Build one Activity Set per service you sell. Onboarding time drops immediately.
How to Use Insightly Report
Melaporkan lets you watch sales, projects, and team performance update in real time.
— Kendalikan PC apa pun dari ponsel atau tablet Anda
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.
Klik 'Edit Situs Web' dari dasbor Jimdo Anda.
Filter by owner, date range, or pipeline stage.
Add the columns your managers actually read, then run the report.
Buka Google Play Store atau Apple App Store, cari AnyDesk, lalu ketuk Instal.
✓ Pos pemeriksaan: 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.
✅ Hasil: Sales and delivery numbers sit on one screen instead of two spreadsheets.
💡 Pro Tip: Build one dashboard per team. Shared dashboards get ignored within a month.
How to Manage Insightly Organizations
Organisasi lets you keep every contact, deal, and email for one company under a single record.
— Kendalikan PC apa pun dari ponsel atau tablet Anda
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.
Buka Google Play Store atau Apple App Store, cari AnyDesk, lalu ketuk Instal.
✓ Pos pemeriksaan: 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.
✅ Hasil: Your customer data sits in one place instead of five inboxes.
💡 Pro Tip: Merge duplicate organizations monthly. Clean records keep reporting trustworthy.
Cara Menggunakan Email Insightly
E-mail lets you connect your inbox so replies land on the right record automatically.
— Kendalikan PC apa pun dari ponsel atau tablet Anda
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.
Buka Google Play Store atau Apple App Store, cari AnyDesk, lalu ketuk Instal.
✓ Pos pemeriksaan: 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.
✅ Hasil: Automated follow-ups keep prospects warm while you work other deals.
💡 Pro Tip: Cap drip sequences at four emails. Longer runs raise unsubscribes fast.
Cara Menggunakan Otomatisasi AI Insightly
Otomatisasi AI lets you hand repeat work to a rule-based engine that fires on your criteria.
— Kendalikan PC apa pun dari ponsel atau tablet Anda
Langkah 1: Pilih Pemicu
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.
Buka Google Play Store atau Apple App Store, cari AnyDesk, lalu ketuk Instal.
✓ Pos pemeriksaan: 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.
✅ Hasil: Routine admin runs itself, which lifts efficiency across the whole team.
💡 Pro Tip: Test every rule on one dummy record first. Bad triggers spam real customers.
How to Use Insightly Seamless Integrations
Integrasi Tanpa Batas lets you connect Insightly to more than 500 apps through AppConnect.
— Kendalikan PC apa pun dari ponsel atau tablet Anda
Step 1: Open AppConnect
Find AppConnect in the left sidebar.
Browse the app list or search for the tool you use.
Langkah 2: Petakan Ladang Anda
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.
Buka Google Play Store atau Apple App Store, cari AnyDesk, lalu ketuk Instal.
✓ Pos pemeriksaan: AppConnect shows a green success log for your first run.
Langkah 3: Jalankan dan Pantau
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.
✅ Hasil: Milikmu akuntansi, support, and marketing tools now talk to your CRM.
💡 Pro Tip: Start with one integration. Ten half-configured recipes cause more problems than they fix.
Cara Menggunakan Dukungan & Tiket Insightly
Dukungan & Tiket lets you answer support tickets from the same record that holds the sales history.
— Kendalikan PC apa pun dari ponsel atau tablet Anda
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.
Buka Google Play Store atau Apple App Store, cari AnyDesk, lalu ketuk Instal.
✓ Pos pemeriksaan: 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.
✅ Hasil: Support agents see the full account history before they reply.
💡 Pro Tip: Tag every ticket by cause. After a month you will know what to fix in the product.
Tips dan Pintasan Profesional yang Mendalam
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.
Pintasan Keyboard
| Tindakan | Jalan pintas |
|---|---|
| Pencarian global | / |
| New record | N |
| Simpan catatan | Ctrl + S |
| Close dialog | Esc |
Fitur Tersembunyi yang Sering Diabaikan Orang
- Set Aktivitas: 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.
Kesalahan Umum yang Harus Dihindari (Wawasan Mendalam)
Mistake #1: Importing Messy Data on Day One
❌ Salah: Dumping an old spreadsheet straight in, duplicates and all.
✅ Kanan: Clean the file first, then import 20 rows as a test before the full load.
Mistake #2: Building 40 Custom Fields Before Anyone Logs In
❌ Salah: Guessing what your team needs and making every field required.
✅ Kanan: Ship a short layout, then add custom fields once users tell you what is missing.
Mistake #3: Treating Insightly as Sales-Only Software
❌ Salah: Closing a deal in the CRM, then managing delivery in a separate app.
✅ Kanan: Convert the won opportunity into a project so the same relationships and files carry over.
Pemecahan Masalah yang Mendalam
Problem: Emails Are Not Logging to Records
Menyebabkan: Your email client is not linked, or the sender address does not match any contact.
Memperbaiki: Reconnect the account in User Settings, then add the missing address to the contact record.
Problem: A Workflow Never Fires
Menyebabkan: The rule sits in draft, or its criteria never match a real record.
Memperbaiki: Open the rule, confirm it is active, and loosen the criteria until one test record qualifies.
Problem: Reports Show Fewer Records Than Expected
Menyebabkan: Permission settings hide records owned by other users.
Memperbaiki: Ask an admin to widen your visibility, or filter the report by team instead of owner.
Problem: Duplicate Contacts After an Import
Menyebabkan: The import ran without a matching field, so Insightly treated known people as new records.
Memperbaiki: Use the merge tool on the duplicates, then re-run future imports with email set as the match field.
📌 Catatan: Insightly also offers on-demand training, an online knowledge base, and email and phone support if none of these fixes work.
Apa itu Insightly?
Berwawasan 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:
Fitur-fitur utamanya meliputi:
- CRM Modern: Give each user a layout built around the records they touch daily
- CRM: Leads, contacts, and opportunities in one customizable sales pipeline
- Manajemen Proyek: Native delivery projects with pipelines, milestones, and Activity Sets
- Pelaporan: Real-time dashboards for sales, delivery, and team performance
- Organisasi: Company records that hold all linked contacts and history
- E-mail: Email sync, saved templates, and multi-step drip sequences
- Otomatisasi AI: Rule-based workflow automation with AI email summaries and replies
- Integrasi Tanpa Batas: AppConnect pipelines that join Insightly to 500+ apps
- Dukungan & Tiket: Service tickets, queues, and knowledge base articles
Untuk rincian lengkap, lihat halaman kami. Ulasan mendalam.
Here is the dashboard users see after login:
Nothing here needs a developer. Admins configure the whole thing from settings screens.
Penetapan Harga yang Informatif
Here is what Insightly costs in 2026:
| Rencana | Harga | Terbaik untuk |
|---|---|---|
| Plus | $29/pengguna/bulan | Small teams running a first real pipeline |
| Profesional | $49/pengguna/bulan | Teams that need workflow automation and custom objects |
| Perusahaan | $99/pengguna/bulan | Larger businesses with heavy reporting and permission needs |
Uji coba gratis: Yes, 14 days with no card required.
Garansi uang kembali: 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.
💰 Nilai Terbaik: Professional — it unlocks automation and custom objects, which is where the real time savings start.
Insightly vs Alternatif
How does Insightly compare with the big names? Here is the short version:
| Alat | Terbaik untuk | Harga | ProtoPie |
|---|---|---|---|
| Berwawasan | CRM plus project delivery | $29/pengguna/bulan | 4. AI Humanizer |
| HubSpot | Marketing and sales in one suite | $20/pengguna/bulan | 3.5 Sonnet saat ini memegang mahkota untuk penulisan kreatif dan penalaran yang bernuansa. Terasa lebih 'manusiawi' dan kurang robotik dibandingkan GPT-40. Untuk data mentah dan penelitian, |
| Zoho CRM | Low cost with deep customization | $14/pengguna/bulan | 4. API yang andal |
| Pipedrive | Simple visual pipelines | $14/pengguna/bulan | 4. Generator Deskripsi |
| Salesforce | Organisasi penjualan besar | $25/pengguna/bulan | 4. Generator Deskripsi |
RoseHosting vs MochaHost
- Tidak ada 'jejak dokumen': HubSpot — the widest feature set if budget allows
- Anggaran terbaik: Zoho CRM — the most features per dollar
- Buka aplikasi VPN Anda (seperti NordVPN), cari 'India' di daftar negara, dan klik sambungkan. Anda akan langsung mendapatkan alamat IP India. Pipedrive — you can learn the whole app in an afternoon
- Best for project delivery: Insightly — no rival ships native projects this deeply
🎯 Alternatif yang Mendalam
Mencari alternatif Insightly? Berikut adalah pilihan terbaiknya:
- 🚀 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.
- 🏢 Salesforce: 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.
Untuk daftar lengkapnya, lihat halaman kami. Alternatif yang berwawasan luas memandu.
⚔️ Perbandingan yang Mendalam
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 vs 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 vs Salesforce: Salesforce scales further. Insightly costs less and works fine without a paid consultant to run it.
Mulai Gunakan Insightly Sekarang
You now know how to use every major Insightly feature:
- ✅ CRM Modern
- ✅ CRM
- ✅ Manajemen Proyek
- ⭐ 2,5
- ✅ Organisasi
- ✅ Otomatisasi AI
- ✅ Seamless Integrations
- ✅ Dukungan & Tiket
Langkah selanjutnya: 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.
Pertanyaan Yang Sering Muncul
Bagaimana cara kerja 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.
Apakah Insightly mudah digunakan?
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.
Bagaimana cara menambahkan kolom di 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.
Apakah Insightly memiliki aplikasi seluler?
Yes. Free iOS and Android apps let you check records, log calls, and update tasks offsite. Business card scanning and suara notes are included.
Siapa pemilik 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.
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