빠른 시작
이 가이드에서는 Insightly의 모든 기능을 다룹니다.
- 시작하기 — Create your account and finish basic setup
- 최신 CRM 사용 방법 — Role-based layouts that cut screen clutter for every user
- CRM 사용 방법 — Customizable pipelines that follow how you really sell
- 프로젝트 관리 활용법 — Won deals become delivery projects with details copied over
- 보고서 사용 방법 — Dashboards that track your own KPIs, not generic ones
- 조직 사용 방법 — One company record that holds every linked person and deal
- 이메일 사용 방법 — Inbox sync, templates, and drip sequences in one place
- AI 자동화 사용 방법 — Rules that fire on record changes, plus AI email summaries
- How to Use Seamless Integrations — AppConnect links Insightly to 500+ business apps
- 지원 및 티켓팅 사용 방법 — Tickets handled beside the full customer history
소요 시간: 각 작품당 5분
이 가이드에는 다음 내용도 포함되어 있습니다. 프로 팁 | 흔히 저지르는 실수 | 문제 해결 | 가격 | 대안
이 가이드를 신뢰해야 하는 이유
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.
이 가이드는 모든 주요 기능을 단계별로 사용하는 방법을 보여줍니다.
Screenshots and pro tips are included for each one.
Insightly 튜토리얼
This How to Use Insightly tutorial walks you through every feature in order.
It starts with account setup and ends with the 오토메이션 habits that separate power users from casual ones.
통찰력 있게
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 시작하기
Finish this one-time setup before you touch any feature.
약 3분 정도 걸립니다.
1단계: 계정 생성
Go to the Insightly website and click Start Free Trial.
Enter your work email, then create a password.
✓ 검문소: A confirmation email lands in your 받은 편지함 within a minute.
2단계: 앱을 엽니다
Insightly runs in any browser, and mobile apps exist for iOS 그리고 안드로이드.
Log in and you land on the dashboard, where tasks, opportunities, and recent records sit side by side.
✓ 검문소: You can see the main dashboard with the left sidebar.
3단계: 팀원 초대하기
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.
✅ 완료: 이제 아래의 모든 기능을 사용하실 수 있습니다.
Insightly Modern CRM 사용 방법
최신 CRM lets you tailor the screen each role sees, so sales and delivery teams focus on their own work.
다음은 단계별 사용 방법입니다.
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.
2단계: 사용자 정의 필드 추가
Add custom fields for the data your business actually tracks.
Drag them into the page layout in the order your team reads them.
이것이 어떤 모습인지 보여드리겠습니다.
✓ 검문소: 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.
✅ 결과: Every user now sees a page built for their role, not a generic form.
💡 꿀팁: Hide fields nobody fills in. Short layouts get better data than long ones.
Insightly 프로젝트 관리 사용 방법
프로젝트 관리 lets you turn a closed deal into a live project without retyping a single detail.
다음은 단계별 사용 방법입니다.
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.
이것이 어떤 모습인지 보여드리겠습니다.
✓ 검문소: 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.
✅ 결과: Post-sale handoff happens in one click instead of a long email thread.
💡 꿀팁: Build one Activity Set per service you sell. Onboarding time drops immediately.
How to Use Insightly Report
보고 lets you watch sales, projects, and team performance update in real time.
다음은 단계별 사용 방법입니다.
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.
2단계: 필터 및 열 추가
Filter by owner, date range, or pipeline stage.
Add the columns your managers actually read, then run the report.
이것이 어떤 모습인지 보여드리겠습니다.
✓ 검문소: 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.
✅ 결과: Sales and delivery numbers sit on one screen instead of two spreadsheets.
💡 꿀팁: Build one dashboard per team. Shared dashboards get ignored within a month.
How to Manage Insightly Organizations
조직 lets you keep every contact, deal, and email for one company under a single record.
다음은 단계별 사용 방법입니다.
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.
이것이 어떤 모습인지 보여드리겠습니다.
✓ 검문소: 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.
✅ 결과: Your customer data sits in one place instead of five inboxes.
💡 꿀팁: Merge duplicate organizations monthly. Clean records keep reporting trustworthy.
Insightly 이메일 사용 방법
이메일 lets you connect your inbox so replies land on the right record automatically.
다음은 단계별 사용 방법입니다.
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.
이것이 어떤 모습인지 보여드리겠습니다.
✓ 검문소: 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.
✅ 결과: Automated follow-ups keep prospects warm while you work other deals.
💡 꿀팁: Cap drip sequences at four emails. Longer runs raise unsubscribes fast.
Insightly AI 자동화 사용 방법
AI 자동화 lets you hand repeat work to a rule-based engine that fires on your criteria.
다음은 단계별 사용 방법입니다.
1단계: 트리거 선택
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.
이것이 어떤 모습인지 보여드리겠습니다.
✓ 검문소: 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.
✅ 결과: Routine admin runs itself, which lifts efficiency across the whole team.
💡 꿀팁: Test every rule on one dummy record first. Bad triggers spam real customers.
How to Use Insightly Seamless Integrations
원활한 통합 lets you connect Insightly to more than 500 apps through AppConnect.
다음은 단계별 사용 방법입니다.
Step 1: Open AppConnect
Find AppConnect in the left sidebar.
Browse the app list or search for the tool you use.
2단계: 필드를 매핑하세요
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.
이것이 어떤 모습인지 보여드리겠습니다.
✓ 검문소: AppConnect shows a green success log for your first run.
3단계: 실행 및 모니터링
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.
✅ 결과: 당신의 회계, support, and marketing tools now talk to your CRM.
💡 꿀팁: Start with one integration. Ten half-configured recipes cause more problems than they fix.
Insightly 지원 및 티켓팅 사용 방법
지원 및 티켓팅 lets you answer support tickets from the same record that holds the sales history.
다음은 단계별 사용 방법입니다.
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.
이것이 어떤 모습인지 보여드리겠습니다.
✓ 검문소: 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.
✅ 결과: Support agents see the full account history before they reply.
💡 꿀팁: Tag every ticket by cause. After a month you will know what to fix in the product.
Insightly 전문가 팁 및 바로가기
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.
키보드 단축키
| 행동 | 지름길 |
|---|---|
| 글로벌 검색 | / |
| New record | N |
| 기록 저장 | Ctrl + S |
| Close dialog | 에스 |
대부분의 사람들이 놓치는 숨겨진 기능들
- 활동 세트: 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.
Insightly에서 소개하는 피해야 할 흔한 실수들
Mistake #1: Importing Messy Data on Day One
❌ 틀림: Dumping an old spreadsheet straight in, duplicates and all.
✅ 오른쪽: 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
❌ 틀림: Guessing what your team needs and making every field required.
✅ 오른쪽: Ship a short layout, then add custom fields once users tell you what is missing.
Mistake #3: Treating Insightly as Sales-Only Software
❌ 틀림: Closing a deal in the CRM, then managing delivery in a separate app.
✅ 오른쪽: Convert the won opportunity into a project so the same relationships and files carry over.
Insightly 문제 해결
Problem: Emails Are Not Logging to Records
원인: Your email client is not linked, or the sender address does not match any contact.
고치다: Reconnect the account in User Settings, then add the missing address to the contact record.
Problem: A Workflow Never Fires
원인: The rule sits in draft, or its criteria never match a real record.
고치다: Open the rule, confirm it is active, and loosen the criteria until one test record qualifies.
Problem: Reports Show Fewer Records Than Expected
원인: Permission settings hide records owned by other users.
고치다: Ask an admin to widen your visibility, or filter the report by team instead of owner.
Problem: Duplicate Contacts After an Import
원인: The import ran without a matching field, so Insightly treated known people as new records.
고치다: Use the merge tool on the duplicates, then re-run future imports with email set as the match field.
📌 메모: Insightly also offers on-demand training, an online knowledge base, and email and phone support if none of these fixes work.
Insightly란 무엇인가요?
통찰력 있게 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:
이 제품에는 다음과 같은 주요 기능이 포함되어 있습니다.
- 최신 CRM: Give each user a layout built around the records they touch daily
- 고객 관계 관리(CRM): Leads, contacts, and opportunities in one customizable sales pipeline
- 프로젝트 관리: Native delivery projects with pipelines, milestones, and Activity Sets
- 보도: Real-time dashboards for sales, delivery, and team performance
- 조직: Company records that hold all linked contacts and history
- 이메일: Email sync, saved templates, and multi-step drip sequences
- AI 자동화: Rule-based workflow automation with AI email summaries and replies
- 원활한 통합: AppConnect pipelines that join Insightly to 500+ apps
- 지원 및 티켓팅: Service tickets, queues, and knowledge base articles
자세한 내용은 다음을 참조하세요. Insightly 리뷰.
Here is the dashboard users see after login:
Nothing here needs a developer. Admins configure the whole thing from settings screens.
Insightly 가격 책정
Here is what Insightly costs in 2026:
| 계획 | 가격 | 가장 적합한 대상 |
|---|---|---|
| 을 더한 | 사용자당 월 29달러 | Small teams running a first real pipeline |
| 전문적인 | 사용자당 월 49달러 | Teams that need workflow automation and custom objects |
| 기업 | 사용자당 월 99달러 | Larger businesses with heavy reporting and permission needs |
무료 체험: Yes, 14 days with no card required.
환불 보장: 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.
💰 최고의 가성비: Professional — it unlocks automation and custom objects, which is where the real time savings start.
Insightly vs 대안
How does Insightly compare with the big names? Here is the short version:
| 도구 | 가장 적합한 대상 | 가격 | 평가 |
|---|---|---|---|
| 통찰력 있게 | CRM plus project delivery | 사용자당 월 29달러 | ⭐ 4.1 |
| 허브스팟 | Marketing and sales in one suite | 사용자당 월 20달러 | ⭐ 4.5 |
| 조호 CRM | Low cost with deep customization | 사용자당 월 14달러 | ⭐ 4.3 |
| 파이프드라이브 | Simple visual pipelines | 사용자당 월 14달러 | ⭐ 4.4 |
| 세일즈포스 | 대규모 판매 조직 | 사용자당 월 25달러 | ⭐ 4.4 |
빠른 추천:
- 종합 최고상: HubSpot — the widest feature set if budget allows
- 최고의 가성비: Zoho CRM — the most features per dollar
- 초보자에게 가장 적합: Pipedrive — you can learn the whole app in an afternoon
- Best for project delivery: Insightly — no rival ships native projects this deeply
🎯 Insightly Alternatives
Insightly 대안을 찾고 계신가요? 다음은 최고의 옵션들입니다.
- 🚀 허브스팟: Free tier, strong marketing automation, and the easiest setup of the four for a non-technical team.
- 💰 조호 CRM: The budget pick, with custom fields and modules that rival tools twice its price.
- 👶 파이프드라이브: Built around one clean deal board, so new sales reps learn it in a single session.
- 🏢 세일즈포스: 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.
전체 목록은 다음을 참조하세요. 통찰력 있는 대안 가이드.
⚔️ 통찰력 있는 비교
Here is how Insightly stacks up head to head:
- Insightly와 HubSpot 비교: HubSpot wins on marketing depth. Insightly wins once delivery work follows the sale, since projects live in the same record.
- Insightly와 Zoho CRM 비교: Zoho costs less per user. Insightly is faster to configure and far cleaner for teams without an admin.
- Insightly와 Pipedrive 비교: Pipedrive is simpler for pure sales. Insightly covers the whole customer lifecycle, not just the pipeline.
- Insightly와 Salesforce 비교: Salesforce scales further. Insightly costs less and works fine without a paid consultant to run it.
지금 바로 Insightly를 사용해 보세요
You now know how to use every major Insightly feature:
- ✅ 최신 CRM
- ✅ CRM
- ✅ 프로젝트 관리
- ✅ 보고
- ✅ 조직
- ✅ 이메일
- ✅ AI 자동화
- ✅ Seamless Integrations
- ✅ 지원 및 티켓팅
다음 단계: 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.
자주 묻는 질문
Insightly는 어떻게 작동하나요?
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.
Insightly는 사용하기 쉬운가요?
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.
Insightly에 필드를 추가하려면 어떻게 해야 하나요?
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.
Insightly는 모바일 앱을 제공하나요?
Yes. Free iOS and Android apps let you check records, log calls, and update tasks offsite. Business card scanning and 목소리 notes are included.
Insightly는 누가 소유하고 있나요?
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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