Hướng dẫn sử dụng Insightly: Toàn diện năm 2026

Hướng dẫn nhanh

Hướng dẫn này bao gồm tất cả các tính năng của Insightly:

• Bắt đầu — Create your account and finish basic setup
• Cách sử dụng CRM hiện đại — Role-based layouts that cut screen clutter for every user
• Hướng dẫn sử dụng CRM — Customizable pipelines that follow how you really sell
• Cách sử dụng quản lý dự án — Won deals become delivery projects with details copied over
• Cách sử dụng báo cáo — Dashboards that track your own KPIs, not generic ones
• Cách sử dụng tổ chức — One company record that holds every linked person and deal
• Cách sử dụng email — Inbox sync, templates, and drip sequences in one place
• Cách sử dụng tự động hóa AI — Rules that fire on record changes, plus AI email summaries
• How to Use Seamless Integrations — AppConnect links Insightly to 500+ business apps
• Hướng dẫn sử dụng hệ thống hỗ trợ và tạo yêu cầu hỗ trợ — Tickets handled beside the full customer history

Thời gian cần thiết: 5 phút cho mỗi phim

Cũng trong hướng dẫn này: Mẹo chuyên nghiệp | Những lỗi thường gặp | Khắc phục sự cố | Chạy | Các lựa chọn thay thế

Tại sao nên tin tưởng hướng dẫn này?

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.

Hướng dẫn này sẽ chỉ cho bạn cách sử dụng mọi tính năng chính, từng bước một.

Screenshots and pro tips are included for each one.

Hướng dẫn Insightly

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

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

Sâu sắc

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.

THỬ INSIGHTLY NGAY BÂY GIỜ →

ĐỌC TOÀN BỘ BÀI ĐÁNH GIÁ →

CÁC LỰA CHỌN THAY THẾ SÂU SẮC →

Hướng dẫn bắt đầu sử dụng Insightly

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

Quá trình này mất khoảng ba phút.

Bước 1: Tạo tài khoản của bạn

Go to the Insightly website and click Start Free Trial.

Enter your work email, then create a password.

✓ Điểm kiểm tra: A confirmation email lands in your hộp thư đến within a minute.

Bước 2: Mở ứng dụng

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

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

✓ Điểm kiểm tra: You can see the main dashboard with the left sidebar.

Bước 3: Mời nhóm của bạn

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.

Hướng dẫn sử dụng Insightly Modern CRM

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

Dưới đây là hướng dẫn sử dụng từng bước.

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.

Bước 2: Thêm các trường tùy chỉnh

Add custom fields for the data your business actually tracks.

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

Đây là hình ảnh minh họa:

✓ Điểm kiểm tra: 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.

Hướng dẫn sử dụng phần mềm quản lý dự án Insightly

Quản lý dự án lets you turn a closed deal into a live project without retyping a single detail.

Dưới đây là hướng dẫn sử dụng từng bước.

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.

Đây là hình ảnh minh họa:

✓ Điểm kiểm tra: 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

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

Dưới đây là hướng dẫn sử dụng từng bước.

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.

Bước 2: Thêm bộ lọc và cột

Filter by owner, date range, or pipeline stage.

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

Đây là hình ảnh minh họa:

✓ Điểm kiểm tra: 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

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

Dưới đây là hướng dẫn sử dụng từng bước.

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.

Đây là hình ảnh minh họa:

✓ Điểm kiểm tra: 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.

Hướng dẫn sử dụng email Insightly

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

Dưới đây là hướng dẫn sử dụng từng bước.

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.

Đây là hình ảnh minh họa:

✓ Điểm kiểm tra: 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.

Hướng dẫn sử dụng tính năng tự động hóa AI của Insightly

Tự động hóa AI lets you hand repeat work to a rule-based engine that fires on your criteria.

Dưới đây là hướng dẫn sử dụng từng bước.

Bước 1: Chọn một yếu tố kích hoạt

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.

Đây là hình ảnh minh họa:

✓ Điểm kiểm tra: 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

Tích hợp liền mạch lets you connect Insightly to more than 500 apps through AppConnect.

Dưới đây là hướng dẫn sử dụng từng bước.

Step 1: Open AppConnect

Find AppConnect in the left sidebar.

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

Bước 2: Lập bản đồ các cánh đồng

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.

Đây là hình ảnh minh họa:

✓ Điểm kiểm tra: AppConnect shows a green success log for your first run.

Bước 3: Chạy và theo dõi

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.

Hướng dẫn sử dụng Insightly Support & Ticketing

Hỗ trợ & Vé lets you answer support tickets from the same record that holds the sales history.

Dưới đây là hướng dẫn sử dụng từng bước.

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.

Đây là hình ảnh minh họa:

✓ Điểm kiểm tra: 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.

Mẹo và thủ thuật chuyên nghiệp hữu ích

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.

Phím tắt

Những tính năng ẩn mà hầu hết mọi người bỏ lỡ

• Bộ hoạt động: 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.

Những lỗi thường gặp cần tránh

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

Khắc phục sự cố thấu đáo

Problem: Emails Are Not Logging to Records

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

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

Problem: A Workflow Never Fires

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

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

Problem: Reports Show Fewer Records Than Expected

Gây ra: Permission settings hide records owned by other users.

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

Problem: Duplicate Contacts After an Import

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

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

📌 Ghi chú: Insightly also offers on-demand training, an online knowledge base, and email and phone support if none of these fixes work.

Insightly là gì?

Sâu sắc 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:

Nó bao gồm các tính năng chính sau:

• CRM hiện đại: Give each user a layout built around the records they touch daily
• CRM: Leads, contacts, and opportunities in one customizable sales pipeline
• Quản lý dự án: Native delivery projects with pipelines, milestones, and Activity Sets
• Phóng sự: Real-time dashboards for sales, delivery, and team performance
• Các tổ chức: Company records that hold all linked contacts and history
• E-mail: Email sync, saved templates, and multi-step drip sequences
• Tự động hóa bằng AI: Rule-based workflow automation with AI email summaries and replies
• Tích hợp liền mạch: AppConnect pipelines that join Insightly to 500+ apps
• Hỗ trợ & Hệ thống vé: Service tickets, queues, and knowledge base articles

Để biết thông tin chi tiết đầy đủ, vui lòng xem phần sau: Đánh giá sâu sắc.

Here is the dashboard users see after login:

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

Định giá Insightly

Here is what Insightly costs in 2026:

Dùng thử miễn phí: Yes, 14 days with no card required.

Đảm bảo hoàn tiền: 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.

💰 Giá trị tốt nhất: Professional — it unlocks automation and custom objects, which is where the real time savings start.

Insightly so với các giải pháp thay thế

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

Lựa chọn nhanh:

• Tốt nhất tổng thể: HubSpot — the widest feature set if budget allows
• Ngân sách tốt nhất: Zoho CRM — the most features per dollar
• Phù hợp nhất cho người mới bắt đầu: Pipedrive — you can learn the whole app in an afternoon
• Best for project delivery: Insightly — no rival ships native projects this deeply

🎯 Những lựa chọn thay thế sáng suốt

Bạn đang tìm kiếm các lựa chọn thay thế cho Insightly? Dưới đây là những lựa chọn hàng đầu:

• 🚀 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.

Để xem danh sách đầy đủ, vui lòng xem trang của chúng tôi. Các lựa chọn sáng suốt hướng dẫn.

⚔️ So sánh sâu sắc

Here is how Insightly stacks up head to head:

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

Bắt đầu sử dụng Insightly ngay bây giờ

You now know how to use every major Insightly feature:

• ✅ CRM hiện đại
• ✅ CRM
• ✅ Quản lý dự án
• ✅ Báo cáo
• ✅ Tổ chức
• ✅ Email
• ✅ Tự động hóa bằng AI
• ✅ Seamless Integrations
• ✅ Hỗ trợ & Vé

Bước tiếp theo: 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.

Câu hỏi thường gặp

Insightly hoạt động như thế nào?

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 có dễ sử dụng không?

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.

Tôi có thể thêm một trường trong Insightly như thế nào?

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 có ứng dụng dành cho thiết bị di động không?

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

Ai sở hữu 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.