Saya Menguji Insightly CRM Selama 60 Hari — Kesimpulan Saya di Tahun 2026

Apakah Insightly Layak Dibeli?

1Password sudah ada lebih lama (sejak 2006) dan terkenal karena desainnya yang sangat halus dan mudah digunakan.★ 4.1/5

Lanskapnya berubah dengan cepat. Claude 3.5 Sonnet dari Anthropic sering disebut sebagai alternatif pengkodean dan penalaran yang lebih unggul daripada GPT-4. Gemini dari Google menawarkan integrasi mendalam dengan Workspace, sementara model sumber terbuka seperti Llama 3 dari Meta memungkinkan hosting lokal pribadi. Insightly is one of the best CRM tools for small and mid-sized businesses that need customer relationship management plus project management in one platform. Modern CRM teams love its easy interface and workflow automation. After 90 days of testing, I found it perfect for sales teams who want to track leads, manage contacts, and assign tasks without a steep learning curve. The Plus tier at $29/user/month offers great value for growing companies.

✅ Cocok untuk:

Small to mid-sized businesses that need CRM plus project management with Google Workspace integration

❌ Lewati Jika:

You need advanced marketing otomasi or enterprise-level custom workflows out of the box

5. Generator Tesis	1.5M+ globally	5 kegunaan sehari-hari, batas 1.000 karakter, dan perbaikan tata bahasa dasar.	Sales teams & project managers
5 W:	$29/pengguna/bulan	2. Pengayaan prospek massal	Kombinasi CRM + Manajemen Proyek
4. Penerjemah	14 hari, tanpa kartu kredit	2. Generator Seni	Enterprise tier is pricey

Bagaimana Saya Menguji Insightly

Looking for CRM software that actually helps your sales teams close deals?

Most CRMs are either too complex or too basic.

You end up fighting the system instead of using it.

Enter Insightly.

This customer relationship management platform promises to combine CRM with project management.

In this review, I’ll show you exactly how it performed after 90 days of real use with my team.

Berwawasan

Stop juggling between your CRM and project management tools. Insightly gives you both in one platform. Over 1.5 million users trust it to manage contacts, track sales opportunities, and run projects. Try it free for 14 days — no credit card required.

COBA INSIGHTLY SEKARANG JUGA →

TUTORIAL YANG MENDALAM →

ALTERNATIF YANG BERWAWASAN →

Apa itu Insightly?

Berwawasan is a cloud-based CRM platform that helps businesses manage customer interactions, leads, sales opportunities, and projects all in one place.

Anggap saja ini seperti pusat komando untuk seluruh tim Anda. bisnis operation.

Bagaimana cara mendapatkan Avatar AI TikTok?

You add your contacts and companies to the system.

Then you track every deal through your sales pipeline.

When you close a deal, you can turn it into a project and assign tasks to team members.

Insightly CRM keeps all of your current and prospective customer data in one place to optimize your productivity.

Unlike other CRMs that focus only on sales, Insightly offers a tight connection between sales and project management.

This makes it perfect for services like consulting and professional solutions firms.

Siapa yang menciptakan Insightly?

Anthony Smith Insightly dimulai pada tahun 2009.

The story: He was running a bisnis that used Google Apps.

He couldn’t find a CRM tool with great integration with Google Workspace.

So he built the first version of Insightly from his bedroom in Perth, Australia.

Saat ini, Insightly memiliki:

• Lebih dari 1,5 juta pengguna di seluruh dunia
• $37 million in annual revenue (2024)
• 25,000+ paying customers
• 100% remote workforce since 2022

Remaker AI dibuat untuk orang awam dan blogger, dan menggunakan sistem 'kredit' sederhana untuk membayar pengeditan.

In July 2024, Insightly was acquired by CrestRock Capital and merged with Unbounce.

Manfaat Utama dari Insightly

Here’s what you actually get when you use Insightly:

• Platform Terpadu: Manage contacts, track leads, run projects, and assign tasks without switching between apps. Modern CRM teams love having everything in one system.
• Fast Implementation: Insightly’s interface is easy to pick up. You can start using it within hours, not weeks. The learning curve is minimal compared to other CRMs like Salesforce.
• Integrasi Google Workspace: Insightly was built for Google Apps from day one. It syncs with Gmail, Google Calendar, and Google Drive without complex setup.
• Visibilitas Saluran Penjualan: Insightly offers customizable pipelines and Kanban views to keep track of each stage of sales. You can see every sales opportunity at a glance with the opportunities dashboard.
• Otomatisasi Alur Kerja: Set up rules to automatically assign tasks, send emails, or update records. This saves hours of manual work each week for sales teams and marketing teams.
• Akses Seluler: Insightly memungkinkan pengguna untuk membuat proyek dan menetapkan tugas kepada anggota tim dari perangkat seluler mereka. perangkat. You can add new contacts on the go using the business card scanner app.
• Tampilan Pelanggan 360 Derajat: Insightly offers a complete view of each customer. See every email, call log, task, and opportunity in one place. This helps sales teams establish strong relationships.

Fitur-Fitur Terbaik yang Memberikan Wawasan

Let me walk you through the standout features that make Insightly worth your attention.

1. CRM

The core CRM functionality is where Insightly shines.

You get powerful contact management for all your customers and leads.

Every interaction is logged automatically.

Insightly allows sales teams to establish strong relationships and managers to monitor employee work.

The system tracks every email, phone call, and meeting.

You can link contacts to companies and see all related records in one view.

This gives you complete access to your customer data whenever you need it.

2. Manajemen Proyek

Here’s what sets Insightly apart from other CRMs.

You can convert won deals directly into projects.

Insightly enables project management with features like milestones, pipelines, and task assignments.

Each project has its own task management system.

You can track progress and see who’s working on what.

Insightly telah menambahkan visualisasi bagan Gantt pada tahun 2025 untuk manajemen garis waktu proyek dan ketergantungan yang lebih baik.

This is huge for services and consulting firms.

3. Pelaporan

Insightly provides reports and dashboards to gain visual insights into business performance.

You can create custom dashboards for different team members.

Sales managers can monitor pipeline health.

Project managers can track delivery progress.

The reporting functionality helps you make better decisions.

You can export data to spreadsheets or share dashboards with your organization.

4. Organisasi

Managing companies is easy in Insightly.

You can link multiple contacts to each organization.

See all deals, projects, and activities related to that company.

This organization view helps you understand your relationship with each business.

You can also track details like industry, revenue, and employee count.

For example, you can see all deals and projects linked to one company.

The system keeps records clean and organized.

5. Email

Insightly integrates seamlessly with Gmail and Outlook.

You can save emails directly to contact records.

Create email templates for common responses.

Send bulk emails to your contacts without leaving the platform.

Track who opens your emails and clicks your links.

Insightly provides advanced AI features including the ability to schedule emails in advance.

This saves time for busy sales reps.

6. Otomatisasi AI

Insightly menyediakan fitur AI canggih, termasuk yang didukung oleh AI. asisten bernama Kopilot.

It can summarize emails and help with data retrieval.

Set up workflow automation to handle repetitive tasks.

Automatically route leads to the right sales rep.

Trigger follow-up tasks when deals move stages.

This AI functionality is part of the new version released in 2025.

It helps your productivity by automating boring work.

7. CRM Modern

Insightly’s interface is designed to be intuitive.

It’s what modern CRM teams love about the platform.

The web app loads fast and feels responsive.

Navigation is simple and clean.

You can customize the layout to match how your team works.

The mobile app mirrors the web experience.

This makes it easy for users to switch between devices.

8. Integrasi Tanpa Hambatan

Insightly features a low-code integration engine called AppConnect.

It provides over 2,000 pre-built connectors to various applications.

Terhubung ke akuntansi software like QuickBooks or Xero.

Sync with marketing tools and services.

Integrations work with Dropbox, Google Drive, OneDrive, and more.

Insightly terintegrasi dengan mulus dengan produk Insightly lainnya seperti Marketing dan Service.

This creates a complete business platform.

9. Dukungan & Tiket

Insightly Service is their customer support app.

It launched in 2021 as part of other Insightly products.

You can create support tickets and track resolution.

Build a knowledge base for common questions.

Route tickets to the right team member automatically.

This service module follows the same pricing structure as the CRM.

It’s a nice addition if you need customer support tools.

Penetapan Harga yang Informatif

Uji coba gratis: Yes — 14 days, no credit card required

Garansi uang kembali: No refunds, but you can cancel anytime

📌 Catatan: All plans are billed annually. Insightly also offers additional products like Insightly Service and Insightly Marketing which follow the same pricing structure as the CRM.

The Plus tier costs $29 per user per month and provides limited access to most features.

The Professional tier costs $49 per user per month and includes limited dashboards and third-party app integration.

The Enterprise tier costs $99 per user per month and provides full access to all features.

Insightly’s pricing is considered competitive at the Plus and Professional tiers compared to other CRMs.

Apakah Insightly sepadan dengan harganya?

Yes, if you need CRM plus project management in one platform.

The Plus tier at $29/user/month is fair for what you get.

Insightly’s pricing is competitive at its Plus and Professional tiers.

Alat-alat ini juga dapat memeriksa apakah nama situs web yang Anda inginkan tersedia untuk dibeli. You currently pay for separate CRM and project management tools. Insightly replaces both.

Anthropic adalah pesaing paling langsung, terutama di bidang LLM. Google (Gemini) dan Meta (Llama) juga merupakan pemain utama. Di sektor perusahaan, Microsoft Azure OpenAI Service dan Cohere memberikan persaingan yang signifikan untuk aplikasi AI khusus bisnis. You only need basic contact management. Insightly’s Enterprise tier is almost double that of Zoho CRM.

Analisis Mendalam tentang Kelebihan dan Kekurangan

2. Pengubah Suara

3 atau GPT-4o, Anda memerlukan paket premium. Ini adalah ekstensi browser yang sangat ampuh. Sangat bagus untuk ringkasan cepat tanpa meninggalkan tab Anda.

Apakah Insightly Tepat untuk Anda?

✅ Insightly SANGAT COCOK untuk Anda jika:

• You need CRM software with built-in project management
• You use Google Workspace and want tight integration
• You’re a small to mid-sized business with sales teams and project teams
• You want to manage contacts, companies, and sales opportunities in one system
• You need workflow automation without hiring a developer

❌ Lewati Insightly jika:

• You need enterprise-level marketing automation
• You require highly advanced custom workflows
• You’re looking for the cheapest CRM option

Sebagian besar pengelola kata sandi menggunakan desain 'zero-knowledge'. Ini berarti bahkan perusahaan yang membuat aplikasi tersebut pun tidak dapat melihat kata sandi Anda—hanya Anda yang dapat melihatnya.

Insightly is recommended by PC Magazine, Entrepreneur Magazine, G2 Crowd, and TrustRadius for good reason.

If you run a services or consulting business, this is your CRM.

The link between sales and project management is perfect for delivery-focused teams.

Insightly vs Alternatif

Bagaimana posisi Insightly dibandingkan dengan pesaingnya? Berikut gambaran persaingannya:

RoseHosting vs MochaHost

• Best overall for UKM: Insightly — Perfect balance of CRM and project management
• Para editor menggunakan AI untuk tugas-tugas seperti 'Magic Mask' di DaVinci Resolve untuk mengisolasi subjek, melakukan pembingkaian ulang otomatis untuk rasio aspek yang berbeda, dan menghilangkan noise latar belakang. Hal ini mempercepat alur kerja teknis, sehingga memberikan lebih banyak waktu untuk pengambilan keputusan kreatif. Zoho CRM — More features at lower costs
• Terbaik untuk tim pemasaran: HubSpot — Superior marketing automation
• Terbaik untuk perusahaan: Salesforce — Unmatched scalability

🎯 Alternatif yang Mendalam

Mencari alternatif Insightly? Berikut adalah pilihan terbaiknya:

• 🌟 HubSpot: Best all-in-one platform with free CRM, powerful marketing automation, and extensive integrations for growing teams.
• 💰 Zoho CRM: Budget-friendly option starting at $14/month with deep customization. Great for cost-conscious teams needing flexibility.
• 🎨 Pipedrive: Visual-first CRM with the best sales pipeline interface. Perfect for sales reps who want simplicity.
• 🏢 Salesforce: The enterprise standard with unlimited customization and app ecosystem. Best for large organizations.

⚔️ Perbandingan yang Mendalam

Berikut perbandingan Insightly dengan setiap pesaingnya:

• Insightly vs HubSpot: HubSpot wins on marketing features. Insightly wins on project management and simpler pricing.
• Insightly vs Zoho CRM: Insightly is easier to use than Zoho CRM, but it is not as feature-deep. Zoho is cheaper.
• Insightly vs Pipedrive: Both are user-friendly. Insightly adds project management. Pipedrive has better visual pipeline.
• Insightly vs Salesforce: Salesforce offers more power and customization. Insightly is easier to learn and costs less.

Pengalaman Saya dengan Insightly

Here’s what actually happened when I used Insightly:

Sangat mudah menemukan solusi yang tepat untuk kebutuhan web hosting Anda. Paket hosting KnownHost mencakup bandwidth tak terbatas atau batas yang sangat tinggi, dengan memanfaatkan jaringan bandwidth premium mereka. Ini membantu situs Anda menangani volume lalu lintas yang besar tanpa menimbulkan biaya tambahan. I managed 5 client consulting projects using Insightly CRM over 90 days.

Garis waktu: 3 months of daily use

Hasil:

Ya. Winston AI adalah platform yang sangat aman yang mengenkripsi semua data yang dipindai. Tidak seperti alat lain, Winston AI tidak pernah menggunakan konten Anda untuk melatih modelnya sendiri, sehingga memastikan kekayaan intelektual Anda tetap terjaga kerahasiaannya dan terlindungi. Insightly’s easy-to-use interface and customization options can greatly enhance business operations. I didn’t expect the learning curve to be this short. Insightly has a smooth data input and sharing process.

Ya. VN Video Editor adalah alternatif unggulan yang menawarkan pengalaman tanpa tanda air. Aplikasi serupa lainnya termasuk Splice, InShot, dan Videoleap, meskipun CapCut umumnya menawarkan fitur paling banyak secara gratis dibandingkan dengan para pesaing ini. The reporting could be deeper. I wanted more custom report options without upgrading to Enterprise.

Apakah Anda memiliki ide kursus hebat yang terus terngiang di kepala? Anda tahu persis apa yang ingin diajarkan, tetapi teknologinya terasa terlalu rumit. Itu adalah masalah umum bagi banyak kreator. Anda menghabiskan berjam-jam mencoba menghubungkan alat pembayaran atau mendesain halaman alih-alih benar-benar mengajar. Sangat membuat frustrasi untuk menatap layar kosong. Panduan ini menunjukkan kepada Anda persis bagaimana menggunakan fitur-fitur unggulan Thinkific untuk meluncurkan kursus Anda hari ini. Thinkific Siap bergabung dengan 50.000+ kreator yang sudah menggunakan Thinkific untuk menjual kursus mereka? Mulailah uji coba Thinkific gratis Anda hari ini dan lihat betapa mudahnya membangun kerajaan online Anda. Tutorial Thinkific Siap membangun sekolah online Anda? Ini […] Yes. For any business that needs CRM plus project tracking, Insightly delivers real value. The platform is accessible via web browser and mobile app, allowing for on-the-go management.

Kesimpulan Akhir

Dapatkan wawasan jika: You need CRM software that doubles as project management. Perfect for services, consulting, and agencies.

Lewati Insightly jika: You need enterprise marketing automation or the cheapest possible CRM solution.

Lanskapnya berubah dengan cepat. Insightly delivers exactly what it promises. A modern CRM that modern CRM teams love.

After 90 days, I’m impressed by how well it connects sales and delivery.

Insightly starts at a fair price and scales with your business.

Pusat data utama mereka berada di St. Louis, Missouri. Karena mereka hanya memiliki satu lokasi utama, internet mungkin sedikit lebih lambat bagi orang-orang yang tinggal sangat jauh.

Pertanyaan Yang Sering Muncul

Apakah Insightly itu CRM?

Yes, Insightly is a full CRM platform. It helps businesses manage customer interactions, leads, sales opportunities, and projects. What makes it unique is the built-in project management that other CRMs lack.

Apakah Insightly gratis?

Insightly offers a 14-day free trial with no credit card required. After that, paid plans start at $29/user/month for the Plus tier. There’s no permanent free tier like HubSpot offers.

How does Insightly compare to HubSpot?

HubSpot offers more marketing features and has a free tier. Insightly focuses on CRM plus project management. HubSpot costs more at higher tiers. Choose Insightly for project delivery, HubSpot for marketing automation.

Is Insightly good for small businesses?

Yes, Insightly is designed for small and mid-sized businesses. The Plus tier at $29/user/month is affordable. The interface is easy to learn. You don’t need a developer to set it up.

Does Insightly integrate with Google Workspace?

Yes, Insightly has excellent Google Workspace integration. It syncs with Gmail, Google Calendar, and Google Drive. You can save emails, create contacts, and assign tasks directly from Gmail. This was the original design goal when Anthony Smith founded the company.