如何使用 Insightly：2026 年完整指南

快速入门

本指南涵盖了 Insightly 的所有功能：

• 入门 — 创建账户和基本设置
• 如何使用现代CRM — Centralize customer data and manage relationships
• 如何使用项目管理 — Convert deals to projects with milestones
• 如何使用报表功能 — Monitor KPIs with custom dashboards
• How to Use Email — Connect email clients and track interactions
• 如何使用人工智能自动化 — Automate workflows with rule-based triggers
• 如何使用集成 — Connect over 500 apps via AppConnect

所需时间： 每部影片 5 分钟

本指南还包含以下内容： 专业提示 | 常见错误 | 故障排除 | 定价 | 替代方案

为什么信任本指南

I’ve used Insightly 客户关系管理 for over 18 months and tested every feature covered here. This how to use Insightly tutorial comes from real hands-on experience — not marketing fluff or vendor screenshots.

Insightly是最强大的工具之一。 客户关系管理 目前可用的工具。

但大多数用户仅仅触及了它功能的冰山一角。

本指南将向您展示如何使用所有主要功能。

一步一步教你，附带截图和专业技巧。

Insightly教程

这篇完整的 Insightly 教程将一步一步地引导您了解每个功能，从初始设置到高级技巧，让您成为高级用户。

洞察力

Manage your entire sales cycle and post-sale delivery in one platform. Insightly CRM centralizes customer data, automates workflows, and converts won deals into projects. Try it free for 14 days.

立即体验 Insightly →

阅读完整评测 →

富有洞察力的替代方案 →

Insightly 入门指南

使用任何功能之前，请先完成此一次性设置。

大约需要3分钟。

请先观看这段简短的概述：

现在让我们一步一步来。

第一步：创建您的帐户

Go to Insightly’s website and click “Try Free.”

请输入您的企业邮箱并创建密码。

You can also sign up using Google or Microsoft accounts.

✓ 检查点： 检查你的 收件箱 请发送确认邮件。

Step 2: Configure Your Account

登录并完成新用户注册向导。

Add your company name and select your industry.

这就是仪表盘的样子：

✓ 检查点： You should see the main CRM dashboard with navigation menu.

步骤三：导入联系人

Click “Contacts” in the left menu.

Use the import wizard to upload your existing contacts from CSV or connect Gmail.

Insightly centralizes customer data, storing all contact, organization, and communication details in one place.

如何使用 Insightly Modern CRM

现代客户关系管理 lets you centralize department data to create a single source of truth for customer interactions.

以下是使用步骤。

观看现代CRM的实际应用：

现在让我们逐一分析每个步骤。

Step 1: Navigate to Contacts

点击左侧边栏菜单中的“联系方式”。

You’ll see all your contacts with their organizations and recent activity.

tep 2: Create Custom Fields

Go to Settings and select “Custom Fields.”

Add custom fields for your business needs like lead source or customer tier.

这就是它的样子：

✓ 检查点： You should see your new custom fields in contact records.

Step 3: Track Interactions

Open any contact record to log calls, emails, and meetings.

Insightly allows tracking of interactions by logging everything directly to contact records.

如何使用 Insightly 项目管理

项目管理 lets you convert closed deals into projects with all details copied automatically.

以下是使用步骤。

观看项目管理实际应用：

现在让我们逐一分析每个步骤。

Step 1: Convert Opportunity to Project

Open a won opportunity and click “Convert to Project.”

Insightly enables the conversion of closed deals into projects with details copied directly.

Step 2: Set Up Project Pipelines

Go to Settings and configure your project pipelines.

Add milestones like “Kickoff,” “In Progress,” and “Delivery.”

这就是它的样子：

✓ 检查点： You should see your project pipeline stages on the board view.

Step 3: Create Activity Sets

In Insightly, users can create templates of tasks and events, known as Activity Sets.

Apply these Activity Sets to projects for quick task creation and improved efficiency.

如何使用 Insightly 报表

报告 lets you monitor unique KPIs for both sales and project delivery with custom dashboards.

以下是使用步骤。

观看报道实录：

现在让我们逐一分析每个步骤。

步骤 1：访问报告部分

点击左侧导航菜单中的“报告”。

You’ll see built-in report templates and dashboard options.

Step 2: Create a Custom Dashboard

Click “New Dashboard” and add your desired widgets.

Insightly allows the creation of dashboards to monitor unique KPIs for both sales and project delivery.

这就是它的样子：

✓ 检查点： You should see your custom dashboard with real-time data.

Step 3: Schedule Report Delivery

Set up automated report emails to stakeholders.

Insightly provides real-time insights into sales, projects, and team performance through reporting.

How to Use Insightly Email

电子邮件 lets you connect email clients for direct updates to contact records.

以下是使用步骤。

Watch Email in action:

现在让我们逐一分析每个步骤。

第一步：连接您的电子邮件

Go to Settings and select “Email Accounts.”

Connect your Gmail, Outlook, or other email provider.

Step 2: Enable Email Tracking

Turn on email tracking in your account settings.

Every email sent gets logged to the related contact record automatically.

这就是它的样子：

✓ 检查点： You should see email history appearing in contact records.

Step 3: Use Email Templates

Create email templates for common responses to prospects.

Insightly features AI capabilities for summarizing email threads and generating replies.

如何使用 Insightly AI 自动化

人工智能自动化 lets you automate actions based on specific criteria using a rule-based engine.

以下是使用步骤。

观看人工智能自动化实际应用：

现在让我们逐一分析每个步骤。

Step 1: Access Workflow Automation

Go to Settings and select “Workflow 自动化.

You’ll see options to create new automation rules.

Step 2: Create an Automation Rule

Click “New Workflow” and select your trigger object.

Insightly employs a rule-based engine to automate actions based on specific criteria.

这就是它的样子：

✓ 检查点： You should see your workflow rule listed as active.

Step 3: Set Up Automated Follow-Ups

Configure workflows that send welcome emails when leads are created.

Insightly facilitates automated lead nurturing through workflows and drip marketing sequences.

如何使用 Insightly 集成

集成 lets you connect Insightly with over 500 apps via AppConnect to create a unified tech stack.

以下是使用步骤。

现在让我们逐一分析每个步骤。

第一步：浏览可用集成

转到“设置”并选择“集成”。

Browse the AppConnect marketplace for available connections.

步骤 2：连接您的应用

Select the app you want to connect and authorize access.

Insightly integrates with over 500 apps via AppConnect.

Popular integrations include Slack, QuickBooks, and Mailchimp.

✓ 检查点： You should see the connected app status as “Active.”

Step 3: Configure Data Sync

Set up how data flows between Insightly and your connected apps.

Map custom fields and configure sync frequency for your business needs.

如何使用 Insightly 支持和工单系统

支持与票务 lets you track customer support requests linked to your CRM data.

以下是使用步骤。

现在让我们逐一分析每个步骤。

步骤 1：启用服务模块

Go to Settings and enable the Service module.

This adds support ticketing capabilities to your account.

Step 2: Create Support Pipelines

Configure ticket stages like “New,” “In Progress,” and “Resolved.”

Set up task management features with reminders and email integration.

✓ 检查点： You should see ticket pipeline stages configured.

Step 3: Link Tickets to Contacts

Create tickets and link them to existing contact records.

This provides full customer history for support users to learn about each case.

Insightly 专业技巧和快捷方式

After testing Insightly for over 18 months, here are my best tips.

键盘快捷键

大多数人错过的隐藏功能

• 活动集： Create templates of tasks and events for quick application to projects. This saves hours of manual task creation.
• Marketing Journey Builder: Insightly’s marketing journey builder automates lead nurturing through multi-step email sequences based on engagement.
• Video Tutorials: Insightly offers a playlist of 20 tutorial videos on YouTube to help users learn about the CRM. Walk through each feature at your own pace.

避免常见错误

Mistake #1: Not Using Custom Fields

Mistake #2: Skipping Pipeline Configuration

错误三：忽略工作流自动化

Insightly故障排除

Problem: Email Integration Not Syncing

原因： Email client permissions may have expired or been revoked.

使固定： Go to Settings > Email Accounts and reconnect your email provider. Ensure you grant all required permissions.

问题：工作流自动化未触发

原因： Trigger criteria may not match your record data exactly.

使固定： Review your workflow conditions and ensure the criteria matches your objects. Check that the workflow is set to “Active.”

Problem: Import Failing or Missing Data

原因： CSV file formatting issues or unmapped columns.

使固定： Use the import template from Insightly and ensure all required fields are mapped correctly before importing.

📌 笔记： If none of these fix your issue, contact Insightly support. Insightly provides on-demand training and online knowledge resources to assist users with common challenges.

Insightly是什么？

洞察力 is a CRM tool that helps businesses manage sales cycles and post-sale delivery in one platform.

Think of it like a command center for your customer relationships and project work.

In 2026, Insightly retains effectiveness as an “all-in-one” solution for managing sales cycles and post-sale delivery.

它包含以下主要特点：

• 现代客户关系管理： Centralize customer data and manage relationships with contacts and organizations.
• 项目管理： Convert won deals to projects with pipelines and milestones for clarity.
• 报道： Create dashboards to monitor unique KPIs for both sales and project delivery.
• 电子邮件： Connect email clients for direct updates to contact records with tracking.
• 人工智能自动化： Automate actions based on specific criteria like lead status changes.
• 集成： Connect over 500 apps via AppConnect to create a unified tech stack.
• 支持与票务： Track customer support requests linked to your CRM data.

Insightly’s online knowledge base includes articles, guides, and tutorials designed to help users learn more quickly.

Insightly also offers customer webinars and videos that provide insider tips and best practices for using the CRM effectively.

如需完整评测，请参阅我们的 Insightly 评论.

Insightly 定价

以下是 Insightly 在 2026 年的费用：

免费试用： 是的，提供14天免费试用，无需信用卡。

退款保证： 请联系客服了解退款政策。

💰 性价比最高： Professional at $49/user/month — includes workflow automation, custom reports, and the marketing journey builder for lead nurturing.

The Premier Support and Success Plan includes individualized online training sessions and enhanced technical support with faster response times.

Insightly offers expert coaching sessions as part of the Premier Support and Success Plan to maximize your investment.

Insightly 与替代方案

Insightly 与其他公司相比如何？以下是竞争格局：

快速精选：

• 综合最佳： Insightly — native project management sets it apart from pure CRM tools.
• 最佳预算： HubSpot — free tier covers basic CRM needs for small teams.
• 最适合初学者： Pipedrive — visual pipeline interface is easy to learn.
• 最适合企业使用： Salesforce — unmatched customization for large organizations.

🎯 Insightly 替代方案

正在寻找 Insightly 的替代方案？以下是一些最佳选择：

• 🚀 HubSpot： All-in-one marketing, sales, and service platform with a powerful free CRM tier for 小型企业.
• 💰 Zoho CRM： Budget-friendly CRM with AI assistant and workflow automation starting at $14/user/month.
• 🎯 Pipedrive： Sales-focused CRM with visual pipeline management and intuitive deal tracking for sales teams.
• 🏢 Salesforce： Enterprise-grade CRM with extensive customization, AppExchange marketplace, and advanced analytics.

完整列表请参见我们的 Insightly 的替代方案 指导。

⚔️ Insightly 对比

以下是 Insightly 与各竞争对手的对比情况：

• Insightly vs HubSpot: Choose Insightly for native project management; choose HubSpot for marketing automation and free tools.
• Insightly 与 Zoho 的比较 客户关系管理： Choose Insightly for post-sale project delivery; choose Zoho for lower pricing and AI features.
• Insightly vs Pipedrive: Choose Insightly for CRM plus projects; choose Pipedrive for pure sales pipeline focus.
• Insightly vs Salesforce: Choose Insightly for mid-market simplicity; choose Salesforce for enterprise scale and customization.

立即开始使用 Insightly

你已经学会了如何使用 Insightly 的所有主要功能：

• ✅ 现代客户关系管理
• ✅ 项目管理
• ✅ 报告
• ✅ Email
• ✅ 人工智能自动化
• ✅ 集成
• ✅ 支持与票务

下一步： 选择一项功能，立即试用。

Most people start with Modern CRM to import their contacts.

只需不到5分钟。

常见问题解答

Insightly是如何运作的？

Insightly works by centralizing all your customer data in one platform. You can manage leads, contacts, opportunities, and projects from a single dashboard. The CRM tracks all interactions and allows users to link CRM activities to projects for complete visibility across your business.

Insightly 容易使用吗？

Yes, Insightly is designed for ease of use with an intuitive interface. Insightly provides on-demand training and online knowledge resources to assist users with common challenges. The platform offers a playlist of 20 tutorial videos on YouTube so you can learn at your own pace.

如何在 Insightly 中添加字段？

To add custom fields in Insightly, go to Settings and select “Custom Fields.” Choose the object type (Contact, Organization, etc.) and click “Add Field.” Select the field type and configure its properties. Custom fields let you track data specific to your business needs.

Insightly有手机应用吗？

Yes, Insightly offers mobile apps for iOS and Android. You can access contacts, opportunities, projects, and tasks on the go. The mobile app syncs with the web platform so your data stays current across all 设备 for your teams.

谁在使用 Insightly？

Insightly is used by small to mid-sized businesses across industries including professional services, consulting, manufacturing, and technology. It’s popular with users who need both CRM and project management in one platform to manage the full customer lifecycle.

如何设置 Insightly？

Setting up Insightly takes about 3 minutes. Sign up for a free trial, complete the onboarding wizard, import your contacts, and configure your pipelines. Insightly’s tutorials include demonstrations on using pipelines to create processes for managing sales effectively.

Insightly 是一款 CRM 系统吗？

Yes, Insightly is a full-featured CRM platform with integrated project management. It combines contact management, sales pipeline tracking, email integration, workflow automation, and reporting in one account. This makes it an all-in-one solution for businesses.

Insightly是免费的吗？

Insightly offers a 14-day free trial with no credit card required. Paid plans start at $29/user/month for the Plus plan. The Professional plan at $49/user/month offers the best value with advanced automation and marketing features for growing businesses.

What is the mission statement of Insightly?

Insightly’s mission is to help businesses build stronger customer relationships and grow revenue. The platform focuses on providing an all-in-one CRM solution that manages both sales cycles and post-sale delivery, enabling teams to focus on customers rather than juggling multiple tools.