Insightly Nasıl Kullanılır: 2026 İçin Kapsamlı Bir Kılavuz

Hızlı Başlangıç

Bu kılavuz, Insightly'nin tüm özelliklerini kapsamaktadır:

• Başlarken — Create your account and finish basic setup
• Modern CRM Nasıl Kullanılır? — Role-based layouts that cut screen clutter for every user
• CRM Nasıl Kullanılır? — Customizable pipelines that follow how you really sell
• Proje Yönetimi Nasıl Kullanılır? — Won deals become delivery projects with details copied over
• Raporlama Nasıl Kullanılır? — Dashboards that track your own KPIs, not generic ones
• Organizasyonlardan Nasıl Yararlanılır? — One company record that holds every linked person and deal
• E-posta Nasıl Kullanılır? — Inbox sync, templates, and drip sequences in one place
• Yapay Zeka Otomasyonları Nasıl Kullanılır? — Rules that fire on record changes, plus AI email summaries
• How to Use Seamless Integrations — AppConnect links Insightly to 500+ business apps
• Destek ve Biletleme Sistemi Nasıl Kullanılır? — Tickets handled beside the full customer history

Gerekli süre: Her özellik için 5 dakika.

Bu kılavuzda ayrıca şunlar da yer almaktadır: Profesyonel İpuçları | Sık Yapılan Hatalar | Sorun giderme | Fiyatlandırma | Alternatifler

Bu kılavuza neden güvenmelisiniz?

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.

Bu kılavuz, her önemli özelliği adım adım nasıl kullanacağınızı gösteriyor.

Screenshots and pro tips are included for each one.

Bilgilendirici Eğitim Videosu

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

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

Anlayışlı

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'I ŞİMDİ DENEYİN →

TAM İNCELEMEYİ OKUYUN →

İÇGÖRÜLÜ ALTERNATİFLER →

Insightly'ye Başlamak

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

Yaklaşık üç dakika sürüyor.

Adım 1: Hesabınızı Oluşturun

Go to the Insightly website and click Start Free Trial.

Enter your work email, then create a password.

✓ Kontrol noktası: A confirmation email lands in your gelen kutusu within a minute.

Adım 2: Uygulamayı açın

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

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

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

3. Adım: Ekibinizi Davet Edin

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.

Inightly Modern CRM Nasıl Kullanılır?

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

İşte adım adım nasıl kullanılacağı.

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.

Adım 2: Özel Alanlar Ekleme

Add custom fields for the data your business actually tracks.

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

İşte bunun nasıl göründüğü:

✓ Kontrol noktası: 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.

Inightly Proje Yönetim Sistemi Nasıl Kullanılır?

Proje Yönetimi lets you turn a closed deal into a live project without retyping a single detail.

İşte adım adım nasıl kullanılacağı.

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.

İşte bunun nasıl göründüğü:

✓ Kontrol noktası: 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

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

İşte adım adım nasıl kullanılacağı.

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.

Adım 2: Filtreler ve Sütunlar Ekleyin

Filter by owner, date range, or pipeline stage.

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

İşte bunun nasıl göründüğü:

✓ Kontrol noktası: 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

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

İşte adım adım nasıl kullanılacağı.

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.

İşte bunun nasıl göründüğü:

✓ Kontrol noktası: 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.

Inightly E-posta Nasıl Kullanılır?

E-posta lets you connect your inbox so replies land on the right record automatically.

İşte adım adım nasıl kullanılacağı.

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.

İşte bunun nasıl göründüğü:

✓ Kontrol noktası: 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.

Inightly Yapay Zeka Otomasyonları Nasıl Kullanılır?

Yapay Zeka Otomasyonları lets you hand repeat work to a rule-based engine that fires on your criteria.

İşte adım adım nasıl kullanılacağı.

Adım 1: Bir Tetikleyici Seçin

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.

İşte bunun nasıl göründüğü:

✓ Kontrol noktası: 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

Sorunsuz Entegrasyonlar lets you connect Insightly to more than 500 apps through AppConnect.

İşte adım adım nasıl kullanılacağı.

Step 1: Open AppConnect

Find AppConnect in the left sidebar.

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

Adım 2: Alanlarınızı Haritalandırın

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.

İşte bunun nasıl göründüğü:

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

3. Adım: Çalıştırın ve İzleyin

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.

Insightly Destek ve Biletleme Sistemi Nasıl Kullanılır?

Destek ve Biletleme lets you answer support tickets from the same record that holds the sales history.

İşte adım adım nasıl kullanılacağı.

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.

İşte bunun nasıl göründüğü:

✓ Kontrol noktası: 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.

Insightly Profesyonel İpuçları ve Kısayollar

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.

Klavye Kısayolları

Çoğu insanın gözden kaçırdığı gizli özellikler

• Etkinlik Setleri: 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.

Kaçınılması Gereken Yaygın Hatalar Hakkında Bilgiler

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

Anlayışlı Sorun Giderme

Problem: Emails Are Not Logging to Records

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

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

Problem: A Workflow Never Fires

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

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

Problem: Reports Show Fewer Records Than Expected

Neden: Permission settings hide records owned by other users.

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

Problem: Duplicate Contacts After an Import

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

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

📌 Not: Insightly also offers on-demand training, an online knowledge base, and email and phone support if none of these fixes work.

Insightly nedir?

Anlayışlı 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:

Aşağıdaki temel özellikleri içermektedir:

• Modern CRM: Give each user a layout built around the records they touch daily
• CRM: Leads, contacts, and opportunities in one customizable sales pipeline
• Proje Yönetimi: Native delivery projects with pipelines, milestones, and Activity Sets
• Raporlama: Real-time dashboards for sales, delivery, and team performance
• Kuruluşlar: Company records that hold all linked contacts and history
• E-posta: Email sync, saved templates, and multi-step drip sequences
• Yapay Zeka Otomasyonları: Rule-based workflow automation with AI email summaries and replies
• Sorunsuz Entegrasyonlar: AppConnect pipelines that join Insightly to 500+ apps
• Destek ve Biletleme: Service tickets, queues, and knowledge base articles

Ayrıntılı bilgi için lütfen sayfamıza bakın. Kapsamlı inceleme.

Here is the dashboard users see after login:

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

Bilgilendirici Fiyatlandırma

Here is what Insightly costs in 2026:

Ücretsiz deneme sürümü: Yes, 14 days with no card required.

Para iade garantisi: 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.

💰 En İyi Fiyat/Performans: Professional — it unlocks automation and custom objects, which is where the real time savings start.

Insightly ve Alternatifleri

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

Hızlı seçimler:

• Genel olarak en iyi: HubSpot — the widest feature set if budget allows
• En iyi bütçe: Zoho CRM — the most features per dollar
• Yeni başlayanlar için en iyisi: Pipedrive — you can learn the whole app in an afternoon
• Best for project delivery: Insightly — no rival ships native projects this deeply

🎯 Insightly Alternatifleri

Insightly alternatifleri mi arıyorsunuz? İşte en iyi seçenekler:

• 🚀 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.

Tam liste için lütfen sayfamıza bakın. Anlayışlı alternatifler rehber.

⚔️ Insightly Compared

Here is how Insightly stacks up head to head:

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

Inightly'ı Şimdi Kullanmaya Başlayın

You now know how to use every major Insightly feature:

• ✅ Modern CRM
• ✅ CRM
• ✅ Proje Yönetimi
• ✅ Raporlama
• ✅ Kuruluşlar
• ✅ E-posta
• ✅ Yapay Zeka Otomasyonları
• ✅ Seamless Integrations
• ✅ Destek ve Biletleme

Sonraki adım: 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.

Sıkça Sorulan Sorular

Insightly nasıl çalışır?

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 kullanımı kolay mı?

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'ye nasıl alan eklerim?

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'nin mobil uygulaması var mı?

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

Insightly'nin sahibi kim?

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.