快速入门
本指南涵盖了 Insightly 的所有功能：
- 入门 — Create your account and finish basic setup
- 如何使用现代CRM — Role-based layouts that cut screen clutter for every user
- 如何使用客户关系管理系统 — Customizable pipelines that follow how you really sell
- 如何使用项目管理 — Won deals become delivery projects with details copied over
- 如何使用报表功能 — Dashboards that track your own KPIs, not generic ones
- 如何使用组织 — One company record that holds every linked person and deal
- 如何使用电子邮件 — Inbox sync, templates, and drip sequences in one place
- 如何使用人工智能自动化 — Rules that fire on record changes, plus AI email summaries
- How to Use Seamless Integrations — AppConnect links Insightly to 500+ business apps
- 如何使用支持和工单系统 — Tickets handled beside the full customer history
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 have run Insightly 客户关系管理 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.
本指南将一步一步地向您展示如何使用每个主要功能。
Screenshots and pro tips are included for each one.
Insightly教程
This How to Use Insightly tutorial walks you through every feature in order.
It starts with account setup and ends with the 自动化 habits that separate power users from casual ones.
洞察力
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 入门指南
Finish this one-time setup before you touch any feature.
大约需要三分钟。
第一步：创建您的帐户
Go to the Insightly website and click Start Free Trial.
Enter your work email, then create a password.
✓ 检查点： A confirmation email lands in your 收件箱 within a minute.
步骤二：打开应用程序
Insightly runs in any browser, and mobile apps exist for iOS 以及安卓系统。
Log in and you land on the dashboard, where tasks, opportunities, and recent records sit side by side.
✓ 检查点： You can see the main dashboard with the left sidebar.
步骤 3：邀请您的团队
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.
✅ 完成： 您已准备好使用以下任何功能。
如何使用 Insightly Modern CRM
现代客户关系管理 lets you tailor the screen each role sees, so sales and delivery teams focus on their own work.
以下是使用步骤详解。
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.
步骤二：添加自定义字段
Add custom fields for the data your business actually tracks.
Drag them into the page layout in the order your team reads them.
这就是它的样子：
✓ 检查点： 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.
✅ 结果： Every user now sees a page built for their role, not a generic form.
💡 专业提示： Hide fields nobody fills in. Short layouts get better data than long ones.
如何使用 Insightly 项目管理
项目管理 lets you turn a closed deal into a live project without retyping a single detail.
以下是使用步骤详解。
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.
这就是它的样子：
✓ 检查点： 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.
✅ 结果： Post-sale handoff happens in one click instead of a long email thread.
💡 专业提示： Build one Activity Set per service you sell. Onboarding time drops immediately.
How to Use Insightly Report
报告 lets you watch sales, projects, and team performance update in real time.
以下是使用步骤详解。
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.
步骤二：添加筛选器和列
Filter by owner, date range, or pipeline stage.
Add the columns your managers actually read, then run the report.
这就是它的样子：
✓ 检查点： 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.
✅ 结果： Sales and delivery numbers sit on one screen instead of two spreadsheets.
💡 专业提示： Build one dashboard per team. Shared dashboards get ignored within a month.
How to Manage Insightly Organizations
组织 lets you keep every contact, deal, and email for one company under a single record.
以下是使用步骤详解。
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.
这就是它的样子：
✓ 检查点： 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.
✅ 结果： Your customer data sits in one place instead of five inboxes.
💡 专业提示： Merge duplicate organizations monthly. Clean records keep reporting trustworthy.
如何使用 Insightly 电子邮件
电子邮件 lets you connect your inbox so replies land on the right record automatically.
以下是使用步骤详解。
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.
这就是它的样子：
✓ 检查点： 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.
✅ 结果： Automated follow-ups keep prospects warm while you work other deals.
💡 专业提示： Cap drip sequences at four emails. Longer runs raise unsubscribes fast.
如何使用 Insightly AI 自动化
人工智能自动化 lets you hand repeat work to a rule-based engine that fires on your criteria.
以下是使用步骤详解。
第一步：选择触发器
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.
这就是它的样子：
✓ 检查点： 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.
✅ 结果： Routine admin runs itself, which lifts efficiency across the whole team.
💡 专业提示： Test every rule on one dummy record first. Bad triggers spam real customers.
How to Use Insightly Seamless Integrations
无缝集成 lets you connect Insightly to more than 500 apps through AppConnect.
以下是使用步骤详解。
Step 1: Open AppConnect
Find AppConnect in the left sidebar.
Browse the app list or search for the tool you use.
第二步：绘制田地地图
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.
这就是它的样子：
✓ 检查点： AppConnect shows a green success log for your first run.
步骤 3：运行和监控
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.
✅ 结果： 你的 会计, support, and marketing tools now talk to your CRM.
💡 专业提示： Start with one integration. Ten half-configured recipes cause more problems than they fix.
如何使用 Insightly 支持和工单系统
支持与票务 lets you answer support tickets from the same record that holds the sales history.
以下是使用步骤详解。
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.
这就是它的样子：
✓ 检查点： 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.
✅ 结果： Support agents see the full account history before they reply.
💡 专业提示： Tag every ticket by cause. After a month you will know what to fix in the product.
Insightly 专业技巧和快捷方式
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.
键盘快捷键
| 行动 | 捷径 |
|---|---|
| 全球搜索 | / |
| New record | N |
| 保存记录 | Ctrl + S |
| Close dialog | Esc键 |
大多数人错过的隐藏功能
- 活动集： 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.
避免常见错误
Mistake #1: Importing Messy Data on Day One
❌ 错误： Dumping an old spreadsheet straight in, duplicates and all.
✅ 右图： 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
❌ 错误： Guessing what your team needs and making every field required.
✅ 右图： Ship a short layout, then add custom fields once users tell you what is missing.
Mistake #3: Treating Insightly as Sales-Only Software
❌ 错误： Closing a deal in the CRM, then managing delivery in a separate app.
✅ 右图： Convert the won opportunity into a project so the same relationships and files carry over.
Insightly故障排除
Problem: Emails Are Not Logging to Records
原因： Your email client is not linked, or the sender address does not match any contact.
使固定： 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.
使固定： 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.
使固定： 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.
使固定： Use the merge tool on the duplicates, then re-run future imports with email set as the match field.
📌 笔记： Insightly also offers on-demand training, an online knowledge base, and email and phone support if none of these fixes work.
Insightly是什么？
洞察力 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:
它包含以下主要特点：
- 现代客户关系管理： Give each user a layout built around the records they touch daily
- 客户关系管理： Leads, contacts, and opportunities in one customizable sales pipeline
- 项目管理： Native delivery projects with pipelines, milestones, and Activity Sets
- 报道： Real-time dashboards for sales, delivery, and team performance
- 组织： Company records that hold all linked contacts and history
- 电子邮件： Email sync, saved templates, and multi-step drip sequences
- 人工智能自动化： Rule-based workflow automation with AI email summaries and replies
- 无缝集成： AppConnect pipelines that join Insightly to 500+ apps
- 支持与票务： Service tickets, queues, and knowledge base articles
如需详细分析，请参阅我们的 Insightly 评论.
Here is the dashboard users see after login:
Nothing here needs a developer. Admins configure the whole thing from settings screens.
Insightly 定价
Here is what Insightly costs in 2026:
| 计划 | 价格 | 最适合 |
|---|---|---|
| 加 | 每用户每月 29 美元 | Small teams running a first real pipeline |
| 专业的 | 每用户每月 49 美元 | Teams that need workflow automation and custom objects |
| 企业 | 每用户每月 99 美元 | Larger businesses with heavy reporting and permission needs |
免费试用： Yes, 14 days with no card required.
退款保证： 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.
💰 性价比最高： Professional — it unlocks automation and custom objects, which is where the real time savings start.
Insightly 与替代方案
How does Insightly compare with the big names? Here is the short version:
| 工具 | 最适合 | 价格 | 等级 |
|---|---|---|---|
| 洞察力 | CRM plus project delivery | 每用户每月 29 美元 | ⭐ 4.1 |
| HubSpot | Marketing and sales in one suite | 每用户每月 20 美元 | ⭐ 4.5 |
| Zoho CRM | Low cost with deep customization | 每用户每月 14 美元 | ⭐ 4.3 |
| 管道驱动 | Simple visual pipelines | 每用户每月 14 美元 | ⭐ 4.4 |
| Salesforce | 大型销售组织 | 每用户每月 25 美元 | ⭐ 4.4 |
快速精选：
- 综合最佳： HubSpot — the widest feature set if budget allows
- 最佳预算： Zoho CRM — the most features per dollar
- 最适合初学者： Pipedrive — you can learn the whole app in an afternoon
- Best for project delivery: Insightly — no rival ships native projects this deeply
🎯 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： 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.
完整列表请参见我们的 Insightly 的替代方案 指导。
⚔️ Insightly 对比
Here is how Insightly stacks up head to head:
- Insightly 与 HubSpot： HubSpot wins on marketing depth. Insightly wins once delivery work follows the sale, since projects live in the same record.
- Insightly 与 Zoho CRM 的比较: Zoho costs less per user. Insightly is faster to configure and far cleaner for teams without an admin.
- Insightly 与 Pipedrive： Pipedrive is simpler for pure sales. Insightly covers the whole customer lifecycle, not just the pipeline.
- Insightly 与 Salesforce： Salesforce scales further. Insightly costs less and works fine without a paid consultant to run it.
立即开始使用 Insightly
You now know how to use every major Insightly feature:
- ✅ 现代客户关系管理
- ✅ 客户关系管理
- ✅ 项目管理
- ✅ 报告
- ✅ 组织
- ✅ 电子邮件
- ✅ 人工智能自动化
- ✅ Seamless Integrations
- ✅ 支持与票务
下一步： 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.
常见问题解答
Insightly是如何运作的？
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 容易使用吗？
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.
如何在 Insightly 中添加字段？
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有手机应用吗？
Yes. Free iOS and Android apps let you check records, log calls, and update tasks offsite. Business card scanning and 嗓音 notes are included.
Insightly的所有者是谁？
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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