クイックスタート
このガイドでは、Insightlyのすべての機能について説明します。
- はじめる — Create your account and finish basic setup
- 最新のCRMの使い方 — Role-based layouts that cut screen clutter for every user
- CRMの使い方 — Customizable pipelines that follow how you really sell
- プロジェクト管理の使い方 — Won deals become delivery projects with details copied over
- レポートの使い方 — Dashboards that track your own KPIs, not generic ones
- 組織の使い方 — One company record that holds every linked person and deal
- メールの使い方 — Inbox sync, templates, and drip sequences in one place
- AI自動化ツールの使い方 — Rules that fire on record changes, plus AI email summaries
- How to Use Seamless Integrations — AppConnect links Insightly to 500+ business apps
- サポートとチケットの使い方 — Tickets handled beside the full customer history
所要時間： 各作品につき5分
このガイドには以下の内容も含まれています。 プロのヒント | よくある間違い | トラブルシューティング | 価格 | 代替案
このガイドを信頼する理由
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.
このガイドでは、主要な機能の使い方をステップバイステップで解説します。
Screenshots and pro tips are included for each one.
洞察力のあるチュートリアル
This How to Use Insightly tutorial walks you through every feature in order.
It starts with account setup and ends with the オートメーション habits that separate power users from casual ones.
洞察力のある
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.
Insightlyを使い始める
Finish this one-time setup before you touch any feature.
約3分かかります。
ステップ1：アカウントを作成する
Go to the Insightly website and click Start Free Trial.
Enter your work email, then create a password.
✓ チェックポイント: A confirmation email lands in your 受信トレイ within a minute.
ステップ2：アプリを開く
Insightly runs in any browser, and mobile apps exist for iOS そしてAndroid。
Log in and you land on the dashboard, where tasks, opportunities, and recent records sit side by side.
✓ チェックポイント: You can see the main dashboard with the left sidebar.
ステップ3：チームメンバーを招待する
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.
✅ 完了: 以下の機能はすべてご利用いただけます。
Insightly Modern CRMの使い方
最新のCRM lets you tailor the screen each role sees, so sales and delivery teams focus on their own work.
以下に、その使用方法をステップごとに説明します。
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.
ステップ2：カスタムフィールドを追加する
Add custom fields for the data your business actually tracks.
Drag them into the page layout in the order your team reads them.
これは以下のようなものです。
✓ チェックポイント: 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.
✅ 結果: Every user now sees a page built for their role, not a generic form.
💡 プロのヒント: Hide fields nobody fills in. Short layouts get better data than long ones.
Insightlyプロジェクト管理の使い方
プロジェクト管理 lets you turn a closed deal into a live project without retyping a single detail.
以下に、その使用方法をステップごとに説明します。
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.
これは以下のようなものです。
✓ チェックポイント: 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.
✅ 結果: Post-sale handoff happens in one click instead of a long email thread.
💡 プロのヒント: Build one Activity Set per service you sell. Onboarding time drops immediately.
How to Use Insightly Report
報告 lets you watch sales, projects, and team performance update in real time.
以下に、その使用方法をステップごとに説明します。
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.
ステップ2：フィルターと列を追加する
Filter by owner, date range, or pipeline stage.
Add the columns your managers actually read, then run the report.
これは以下のようなものです。
✓ チェックポイント: 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.
✅ 結果: Sales and delivery numbers sit on one screen instead of two spreadsheets.
💡 プロのヒント: Build one dashboard per team. Shared dashboards get ignored within a month.
How to Manage Insightly Organizations
組織 lets you keep every contact, deal, and email for one company under a single record.
以下に、その使用方法をステップごとに説明します。
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.
これは以下のようなものです。
✓ チェックポイント: 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.
✅ 結果: Your customer data sits in one place instead of five inboxes.
💡 プロのヒント: Merge duplicate organizations monthly. Clean records keep reporting trustworthy.
Insightly Emailの使い方
メール lets you connect your inbox so replies land on the right record automatically.
以下に、その使用方法をステップごとに説明します。
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.
これは以下のようなものです。
✓ チェックポイント: 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.
✅ 結果: Automated follow-ups keep prospects warm while you work other deals.
💡 プロのヒント: Cap drip sequences at four emails. Longer runs raise unsubscribes fast.
Insightly AIオートメーションの使い方
AIによる自動化 lets you hand repeat work to a rule-based engine that fires on your criteria.
以下に、その使用方法をステップごとに説明します。
ステップ1：トリガーを選択する
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.
これは以下のようなものです。
✓ チェックポイント: 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.
✅ 結果: Routine admin runs itself, which lifts efficiency across the whole team.
💡 プロのヒント: Test every rule on one dummy record first. Bad triggers spam real customers.
How to Use Insightly Seamless Integrations
シームレスな統合 lets you connect Insightly to more than 500 apps through AppConnect.
以下に、その使用方法をステップごとに説明します。
Step 1: Open AppConnect
Find AppConnect in the left sidebar.
Browse the app list or search for the tool you use.
ステップ2：畑をマッピングする
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.
これは以下のようなものです。
✓ チェックポイント: AppConnect shows a green success log for your first run.
ステップ3：実行と監視
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.
✅ 結果: あなたの 会計, support, and marketing tools now talk to your CRM.
💡 プロのヒント: Start with one integration. Ten half-configured recipes cause more problems than they fix.
Insightlyサポートとチケットの使い方
サポートとチケット lets you answer support tickets from the same record that holds the sales history.
以下に、その使用方法をステップごとに説明します。
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.
これは以下のようなものです。
✓ チェックポイント: 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.
✅ 結果: Support agents see the full account history before they reply.
💡 プロのヒント: Tag every ticket by cause. After a month you will know what to fix in the product.
役立つプロのヒントとショートカット
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.
キーボードショートカット
| アクション | ショートカット |
|---|---|
| グローバル検索 | / |
| New record | N |
| 記録を保存する | Ctrl + S |
| Close dialog | ESC |
ほとんどの人が見逃す隠れた機能
- アクティビティセット： 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.
避けるべきよくある間違い
Mistake #1: Importing Messy Data on Day One
❌ 間違い: Dumping an old spreadsheet straight in, duplicates and all.
✅ 右: 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
❌ 間違い: Guessing what your team needs and making every field required.
✅ 右: Ship a short layout, then add custom fields once users tell you what is missing.
Mistake #3: Treating Insightly as Sales-Only Software
❌ 間違い: Closing a deal in the CRM, then managing delivery in a separate app.
✅ 右: Convert the won opportunity into a project so the same relationships and files carry over.
洞察力のあるトラブルシューティング
Problem: Emails Are Not Logging to Records
原因： Your email client is not linked, or the sender address does not match any contact.
修理： Reconnect the account in User Settings, then add the missing address to the contact record.
Problem: A Workflow Never Fires
原因： The rule sits in draft, or its criteria never match a real record.
修理： Open the rule, confirm it is active, and loosen the criteria until one test record qualifies.
Problem: Reports Show Fewer Records Than Expected
原因： Permission settings hide records owned by other users.
修理： Ask an admin to widen your visibility, or filter the report by team instead of owner.
Problem: Duplicate Contacts After an Import
原因： The import ran without a matching field, so Insightly treated known people as new records.
修理： Use the merge tool on the duplicates, then re-run future imports with email set as the match field.
📌 注記： Insightly also offers on-demand training, an online knowledge base, and email and phone support if none of these fixes work.
Insightly とは何ですか?
洞察力のある 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:
主な機能は以下のとおりです。
- 最新のCRM： Give each user a layout built around the records they touch daily
- CRM: Leads, contacts, and opportunities in one customizable sales pipeline
- プロジェクト管理： Native delivery projects with pipelines, milestones, and Activity Sets
- 報告： Real-time dashboards for sales, delivery, and team performance
- 組織: Company records that hold all linked contacts and history
- メールアドレス: Email sync, saved templates, and multi-step drip sequences
- AIによる自動化： Rule-based workflow automation with AI email summaries and replies
- シームレスな統合: AppConnect pipelines that join Insightly to 500+ apps
- サポートとチケット： Service tickets, queues, and knowledge base articles
詳細については、こちらをご覧ください。 洞察力に富んだレビュー.
Here is the dashboard users see after login:
Nothing here needs a developer. Admins configure the whole thing from settings screens.
Insightlyの価格
Here is what Insightly costs in 2026:
| プラン | 価格 | 最適な用途 |
|---|---|---|
| プラス | 1ユーザーあたり月額29ドル | Small teams running a first real pipeline |
| プロ | 1ユーザーあたり月額49ドル | Teams that need workflow automation and custom objects |
| 企業 | 1ユーザーあたり月額99ドル | Larger businesses with heavy reporting and permission needs |
無料トライアル: Yes, 14 days with no card required.
返金保証: 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.
💰 最もお得な価格: Professional — it unlocks automation and custom objects, which is where the real time savings start.
Insightlyと代替案の比較
How does Insightly compare with the big names? Here is the short version:
| 道具 | 最適な用途 | 価格 | 評価 |
|---|---|---|---|
| 洞察力のある | CRM plus project delivery | 月額29ドル/ユーザー | ⭐ 4.1 |
| ハブスポット | Marketing and sales in one suite | 月額20ドル/ユーザー | ⭐ 4.5 |
| Zoho CRM | Low cost with deep customization | 1ユーザーあたり月額14ドル | ⭐ 4.3 |
| パイプドライブ | Simple visual pipelines | 1ユーザーあたり月額14ドル | ⭐ 4.4 |
| セールスフォース | 大規模な販売組織 | 月額25ドル/ユーザー | ⭐ 4.4 |
おすすめ商品：
- 総合ベスト： HubSpot — the widest feature set if budget allows
- ベスト予算： Zoho CRM — the most features per dollar
- 初心者におすすめ： Pipedrive — you can learn the whole app in an afternoon
- Best for project delivery: Insightly — no rival ships native projects this deeply
🎯 インサイトリーの代替案
Insightlyの代替サービスをお探しですか？おすすめの選択肢はこちらです。
- 🚀 ハブスポット： 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.
- 👶 パイプドライブ: Built around one clean deal board, so new sales reps learn it in a single session.
- 🏢 セールスフォース: 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.
全リストについては、こちらをご覧ください。 Insightlyの代替案 ガイド。
⚔️ インサイトリー比較
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とZoho CRMの比較: Zoho costs less per user. Insightly is faster to configure and far cleaner for teams without an admin.
- InsightlyとPipedriveの比較： Pipedrive is simpler for pure sales. Insightly covers the whole customer lifecycle, not just the pipeline.
- InsightlyとSalesforceの比較： Salesforce scales further. Insightly costs less and works fine without a paid consultant to run it.
今すぐInsightlyを使い始めましょう
You now know how to use every major Insightly feature:
- ✅ 最新のCRM
- ✅ CRM
- ✅ プロジェクト管理
- ✅ レポート
- ✅ 組織
- ✅ メール
- ✅ AIによる自動化
- ✅ Seamless Integrations
- ✅ サポートとチケット
次のステップ： 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.
よくある質問
Insightlyはどのように機能するのですか？
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.
Insightly は使いやすいですか?
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.
Insightlyにフィールドを追加するにはどうすればよいですか？
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にはモバイルアプリがありますか？
Yes. Free iOS and Android apps let you check records, log calls, and update tasks offsite. Business card scanning and 声 notes are included.
Insightlyの所有者は誰ですか？
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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