10 Mejores Alternativas a Insightly Analizadas en 2026
Mejores alternativas a Insightly: lista corta
¿Sientes que Insightly no cubre tus necesidades de CRM? Tal vez tu equipo tenga problemas con funciones limitadas o necesita una mejor integración con otras herramientas. Como experto en operaciones de ingresos, sabes lo crucial que es contar con el CRM adecuado para gestionar relaciones con clientes e impulsar el crecimiento.
Encontrar el software adecuado puede marcar la diferencia para tu equipo. He revisado y probado diversas soluciones CRM para ofrecerte una perspectiva imparcial sobre las mejores alternativas a Insightly.
En este artículo, te guiaré a través de mis principales selecciones, centrándome en características clave y beneficios que podrían adaptarse mejor a las necesidades de tu empresa. Encontraremos el CRM perfecto para ti.
¿Qué es Insightly?
Insightly es un software de gestión de relaciones con clientes (CRM) diseñado para ayudar a las empresas a gestionar tanto sus relaciones con clientes como sus proyectos. Es utilizado principalmente por pequeñas y medianas empresas y profesionales que buscan una solución integrada para seguir oportunidades de venta, gestionar proyectos y mejorar las interacciones con los clientes. Funcionalidades como la gestión de contactos, seguimiento de proyectos y automatización de flujos de trabajo ayudan a organizar la información, asignar tareas y mejorar la colaboración del equipo. En general, Insightly ofrece una plataforma centralizada para mejorar la eficiencia de tu equipo en la gestión de relaciones con clientes y proyectos.
Resumen de las mejores alternativas a Insightly
Esta tabla comparativa resume los detalles de precios de mis principales alternativas a Insightly para ayudarte a encontrar la mejor opción para tu presupuesto y necesidades empresariales.
| Tool | Best For | Trial Info | Price | ||
|---|---|---|---|---|---|
| 1 | Best all-in-one CRM with a free plan | Free plan + free demo available | From $11.04/user/month (billed biennially) | Website | |
| 2 | Best for action-oriented lead management | 15-day free trial | From $13/user/month | Website | |
| 3 | Best for integration with social media | 14-day free trial | From $24.90/user/month (billed annually) | Website | |
| 4 | Best for growing teams wanting built-in pipeline management | Not available | From $8/user/month | Website | |
| 5 | Best for small teams automating sales and marketing | Free plan available | From $8.99/user/month (billed annually) | Website | |
| 6 | Best for action-oriented lead management | 15-day free trial available | From $12/user/month (billed annually) | Website | |
| 7 | Best for midsize businesses with custom needs | 15-day free trial + free plan + free demo available | From $49/organization/month (billed annually) | Website | |
| 8 | Best for small teams needing quick setup | 14-day free trial + free demo available | From $35/user/month (billed annually) | Website | |
| 9 | Best for midsize businesses with custom needs | Not available | From $43/user/month (billed annually) | Website | |
| 10 | Best for small business contact management | 14-day free trial + free plan available | From $18/user/month (billed annually) | Website |
Por Qué Confiar en Nuestras Reseñas de Software
Hemos estado probando y revisando software RevOps desde 2022. Como líderes en RevOps, sabemos lo crítico y difícil que es tomar la decisión correcta al seleccionar software. Invertimos en una investigación profunda para ayudar a nuestra audiencia a tomar mejores decisiones de compra de software. Hemos probado más de 2.000 herramientas para diferentes casos de uso de RevOps y escrito más de 1.000 reseñas de software exhaustivas. Conozca cómo mantenemos la transparencia y nuestra metodología de evaluación de software.
Por qué confiar en nuestras reseñas de software
Hemos estado probando y revisando software de operaciones de ingresos desde 2022. Como expertos en operaciones de ingresos, sabemos lo crítico y difícil que es tomar la decisión correcta al seleccionar software. Invertimos en una investigación profunda para ayudar a nuestra audiencia a tomar mejores decisiones de compra de software.
Hemos probado más de 2.000 herramientas para diferentes casos de uso en operaciones de ingresos y redactado más de 1.000 reseñas de software completas. Descubre cómo mantenemos la transparencia y revisa nuestra metodología de análisis de software.
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Prisync
Visit WebsiteThis is an aggregated rating for this tool including ratings from Crozdesk users and ratings from other sites.4.7 -
Expedite Commerce
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QuickBooks Online
Visit WebsiteThis is an aggregated rating for this tool including ratings from Crozdesk users and ratings from other sites.4
Reseñas de las mejores alternativas a Insightly
A continuación encontrarás mis resúmenes detallados de las mejores alternativas a Insightly que he incluido en mi lista corta. Mis análisis ofrecen una visión precisa de las características clave, ventajas y desventajas, integraciones y usos ideales de cada herramienta para ayudarte a encontrar la mejor opción para ti.
EngageBay is a cloud-based Customer Relationship Management (CRM) Software that caters to small and medium-sized businesses. It helps with marketing, sales, and customer service functions, providing an integrated platform for managing customer relationships.
Why it's a good Insightly alternative: It offers an all-in-one solution with marketing automation, sales tracking, and customer support capabilities. Its free plan makes it accessible to startups and small businesses. The platform's email marketing, lead generation, and customer support tools support your team in managing and growing customer relationships. EngageBay's user-friendly interface and affordability make it an attractive option if you're looking for an alternative to Insightly.
Standout features & integrations:
Features include email marketing, landing page creation, and lead scoring. You can automate marketing tasks, allowing your team to focus on customer engagement. The platform also provides tools for managing customer support tickets and tracking sales pipelines.
Integrations include Mailchimp, Zapier, Xero, Shopify, Stripe, QuickBooks, Twilio, Mandrill, SendGrid, and DocuSign.
Pros and Cons
Pros:
- Easy-to-use dashboard
- Free plan for small teams
- All-in-one marketing and sales platform
Cons:
- Basic reporting tools
- Limited advanced features
noCRM is a lead management software designed for sales teams looking to simplify their sales process. It focuses on lead tracking and sales pipeline management to help sales professionals close deals more efficiently.
Why it's a good Insightly alternative: It sets itself apart by concentrating on lead management rather than full-scale CRM functionalities. Its action-oriented approach allows your team to prioritize and follow up on leads without getting bogged down by unnecessary features. The software's customizable pipeline views and easy lead import functions support more efficient sales processes. If you're seeking a tool that enhances lead focus, noCRM offers a targeted solution.
Standout features & integrations:
Features include custom sales pipelines, lead scoring, and activity tracking. You can easily import leads from various sources, helping your team stay organized. The tool's focus on sales actions ensures you don't miss important follow-ups.
Integrations include G Suite, Zapier, Mailchimp, QuickBooks, Slack, Microsoft Teams, Dropbox, FreshBooks, Google Calendar, and LinkedIn.
Pros and Cons
Pros:
- Quick lead import
- Customizable sales pipelines
- Simple lead management
Cons:
- Lacks advanced customization
- Not ideal for large organizations
Nimble is a customer relationship management software designed for professionals who need to manage contacts and social media interactions efficiently. It helps businesses organize contacts, track communication, and engage with customers across multiple channels.
Why it's a good Insightly alternative: It excels in integrating social media data with contact management, providing a unified view of customer interactions. Its social listening tools allow your team to engage with prospects where they are most active. The platform's automatic contact enrichment helps keep your database up-to-date effortlessly. If social media engagement is a priority for your team, Nimble offers a unique advantage.
Standout features & integrations:
Features include activity tracking, which helps your team keep tabs on interactions and follow-ups. You can use the task management tools to stay on top of daily activities and deadlines. Nimble also offers insights into contact behavior, helping you tailor your communication strategies.
Integrations include Microsoft 365, Google Workspace, Mailchimp, QuickBooks, Zapier, Slack, HubSpot, Constant Contact, Hootsuite, and Twitter.
Pros and Cons
Pros:
- Effective activity tracking
- Automatic contact enrichment
- Strong social media integration
Cons:
- No offline access
- Limited advanced CRM features
OneHash is a cloud-based customer relationship management software aimed at small to medium-sized businesses. It provides tools for sales, marketing, and customer support to help manage and grow customer relationships.
Why it's a good Insightly alternative: It offers an all-in-one solution with comprehensive features for CRM, making it ideal for businesses looking to integrate multiple functions. Its free plan gives startups and small businesses access to essential tools without a financial barrier. The software's sales pipeline management and marketing automation features allow your team to handle leads and campaigns efficiently. If you're seeking a versatile CRM with cost-effective options, OneHash is a worthy consideration.
Standout features & integrations:
Features include advanced reporting, which helps your team analyze data and make informed decisions. The lead scoring system prioritizes prospects, ensuring you focus on the most promising leads. OneHash also offers customizable dashboards for a tailored user experience.
Integrations include Google Workspace, Microsoft 365, Mailchimp, Slack, QuickBooks, Xero, Stripe, Shopify, Twilio, and Dropbox.
Pros and Cons
Pros:
- Extensive feature set
- Effective lead scoring
- Free plan for small businesses
Cons:
- Requires initial setup time
- Limited advanced customization
Agile CRM is an integrated customer relationship management software designed for small to medium-sized businesses. It offers features for sales, marketing, and customer service to streamline business processes.
Why it's a good Insightly alternative: It provides an all-in-one solution that covers marketing automation, sales tracking, and customer support. Its free plan makes it accessible to small businesses and startups. The platform's drag-and-drop marketing automation builder helps your team create campaigns effortlessly. If you're looking for a comprehensive tool with diverse functionalities, Agile CRM delivers a wide range of features to support your business needs.
Standout features & integrations:
Features include appointment scheduling, which ensures your team stays organized and efficient. You can use the project management tools to collaborate on tasks and monitor progress. Agile CRM also offers customer support features like helpdesk and ticketing systems.
Integrations include Google Workspace, Microsoft 365, Mailchimp, Shopify, Stripe, QuickBooks, Xero, Twilio, and Facebook.
Pros and Cons
Pros:
- Effective project management tools
- Marketing automation builder
- Comprehensive feature set
Cons:
- Complex for beginners
- Limited advanced reporting
Vtiger is an all-in-one CRM solution designed for small to medium-sized businesses. It helps teams manage sales, marketing, and customer support functions efficiently.
Why it's a good Insightly alternative: It offers an extensive suite of tools that cater to various business needs, including lead management, marketing automation, and customer support. Its action-oriented approach allows your team to focus on closing deals and nurturing customer relationships. The built-in project management features help you track tasks and collaborate effectively. If you're looking for a CRM that supports proactive sales and customer engagement, Vtiger delivers a versatile solution.
Standout features & integrations:
Features include sales automation, which helps support your sales processes. The marketing automation tools allow you to create and manage campaigns effortlessly. Vtiger also provides customer support features like ticketing and helpdesk management.
Integrations include Google Workspace, Microsoft 365, Mailchimp, QuickBooks, Zapier, Xero, Slack, Twilio, Dropbox, and PayPal.
Pros and Cons
Pros:
- Extensive tool suite
- Built-in project management
- Effective sales automation
Cons:
- Requires technical knowledge
- Basic reporting tools
Bitrix24 is a business management software that serves midsize businesses by offering tools for CRM, task management, and communication. It helps teams collaborate effectively while managing customer relationships and internal processes.
Why it's a good Insightly alternative: It offers customizable CRM features that cater to the specific needs of midsize businesses. Its task automation and team collaboration tools enhance productivity and workflow management. The platform supports various business functions, from sales and marketing to project management, offering a versatile solution. If your team requires a CRM with extensive customization options, Bitrix24 provides the flexibility you need.
Standout features & integrations:
Features include task management with time tracking, which helps your team stay on schedule. The document management system allows for easy sharing and collaboration on files. Bitrix24 also offers a fully-featured contact center to manage customer interactions.
Integrations include Mailchimp, Zapier, Slack, Microsoft 365, Google Workspace, QuickBooks, Xero, Dropbox, Shopify, and Zoom.
Pros and Cons
Pros:
- Effective team collaboration features
- Versatile business management tools
- Extensive customization options
Cons:
- Slight initial learning curve
- Complex setup process
Close is a sales-focused CRM designed for small to medium-sized businesses that need a solution to manage their sales processes efficiently. It helps teams with lead management, sales tracking, and communication tools to close deals faster.
Why it's a good Insightly alternative: It offers an intuitive setup process that allows your team to get started quickly without complex configurations. Its built-in calling features and email tracking support fluid communication with prospects. The software also provides detailed reporting to keep your sales team informed and accountable. If you're seeking a CRM that prioritizes sales efficiency and ease of use, Close is a fitting choice.
Standout features & integrations:
Features include a built-in phone system that allows your team to make calls directly from the CRM. Email automation helps you save time by sending follow-up messages automatically. The reporting tools provide insights into your team's performance and sales metrics.
Integrations include Zapier, Slack, Mailchimp, Zendesk, Intercom, QuickBooks, Google Workspace, Microsoft 365, HubSpot, and Shopify.
Pros and Cons
Pros:
- Effective email tracking
- Built-in calling features
- Quick setup process
Cons:
- Not ideal for complex sales processes
- Requires internet for calling
Workbooks is a customer relationship management software tailored for midsize businesses. It helps manage sales, marketing, and customer service functions, providing a comprehensive platform for business operations.
Why it's a good Insightly alternative: It offers extensive customization options that allow your team to tailor the CRM to specific business needs. Its reporting and analytics tools provide insights into sales performance, helping you make informed decisions. The platform also includes marketing automation features to enhance customer engagement. If your business requires a CRM that adapts to unique processes, Workbooks delivers the flexibility you need.
Standout features & integrations:
Features include workflow automation, which streamlines repetitive tasks and improves efficiency. You can use the sales order management tools to handle orders and invoices seamlessly. Workbooks also offers campaign management tools for executing marketing strategies effectively.
Integrations include Microsoft 365, Google Workspace, Mailchimp, QuickBooks, Xero, Zapier, Slack, Shopify, LinkedIn, and Dropbox.
Pros and Cons
Pros:
- Workflow automation capabilities
- Comprehensive sales management tools
- Effective marketing automation
Cons:
- Basic interface design
- Limited support resources
Capsule is a customer relationship management software designed for small to medium-sized businesses. It helps manage contacts, sales pipelines, and tasks efficiently.
Why it's a good Insightly alternative: It provides a simple and intuitive interface that makes managing customer relationships easy for small businesses. Its contact management features allow your team to maintain detailed customer profiles. The sales pipeline tools offer visual dashboards that help track opportunities effectively. If you're looking for a straightforward CRM solution, Capsule's ease of use and customization make it a strong choice.
Standout features & integrations:
Features include task management with calendar integration and reminder emails. You can create and automate tasks, helping your team stay organized. Capsule also offers reporting tools for sales analytics and performance monitoring.
Integrations include Microsoft 365, Google Workspace, Zapier, Mailchimp, QuickBooks, Xero, Slack, Dropbox, FreshBooks, and LinkedIn.
Pros and Cons
Pros:
- Customizable sales pipelines
- Strong contact management
- Easy-to-use interface
Cons:
- Few marketing automation tools
- Requires setup of custom fields
New Product Updates from Capsule
Capsule Introduces MCP Integration for AI Tools
Capsule’s new MCP integration enables AI tools like Claude and Cursor to query your CRM data, now in early-access beta with private access on request for Growth plans and above. For more information, visit Capsule's official site.
.Otras alternativas a Insightly
Aquí tienes algunas alternativas adicionales a Insightly que no entraron en mi lista corta, pero que igualmente vale la pena revisar:
- Attio
For integration with social media
- CentraHub CRM
For midsize businesses with custom needs
- SugarAI
For data privacy compliance
- Zendesk Sell
For sales automation features
- Zoho CRM
For customizable CRM solutions
- Freshsales
For AI-driven lead scoring
- Pipedrive
For visual sales pipeline management
- Copper CRM
For Google Workspace integration
- Salesforce Sales Cloud
For scalability across industries
- monday.com
For project and CRM integration
Criterios de selección de alternativas a Insightly
Al seleccionar las mejores alternativas a Insightly para esta lista, consideré las necesidades y problemas más comunes de los compradores relacionados con productos de software CRM, como capacidades de integración y escalabilidad. También utilicé el siguiente marco para que mi evaluación fuera estructurada e imparcial:
Funcionalidad central (25% del puntaje total)
Para ser incluidas en esta lista, cada solución debía cubrir estos casos de uso comunes:
- Gestión de contactos
- Seguimiento de oportunidades
- Gestión del embudo de ventas
- Automatización de tareas
- Informes y análisis
Características adicionales destacadas (25% del puntaje total)
Para acotar aún más las opciones, también busqué funcionalidades únicas, tales como:
- Integración con redes sociales
- Información basada en IA
- Paneles personalizables
- Opciones avanzadas de automatización
- Funcionalidad de aplicación móvil
Usabilidad (10% de la puntuación total)
Para hacerme una idea de la usabilidad de cada sistema, consideré lo siguiente:
- Interfaz intuitiva
- Facilidad de navegación
- Curva de aprendizaje
- Opciones de personalización
- Comentarios de los usuarios
Onboarding (10% de la puntuación total)
Para evaluar la experiencia de incorporación de cada plataforma, consideré lo siguiente:
- Disponibilidad de videos de capacitación
- Recorridos interactivos del producto
- Webinars de onboarding
- Plantillas para configuración
- Asistencia por chatbot
Atención al cliente (10% de la puntuación total)
Para evaluar los servicios de soporte al cliente de cada proveedor de software, consideré lo siguiente:
- Disponibilidad de canales de soporte
- Tiempo de respuesta
- Calidad de la asistencia
- Base de conocimientos
- Foros comunitarios
Relación calidad-precio (10% de la puntuación total)
Para evaluar la relación calidad-precio de cada plataforma, consideré lo siguiente:
- Transparencia de precios
- Relación características-precio
- Flexibilidad de los planes de precios
- Descuentos por facturación anual
- Disponibilidad de prueba gratuita
Opiniones de clientes (10% de la puntuación total)
Para obtener una idea de la satisfacción general de los clientes, tuve en cuenta lo siguiente al leer comentarios de usuarios:
- Calificaciones de satisfacción general
- Puntos de dolor comunes
- Fortalezas destacadas
- Tendencias en los comentarios de los clientes
- Comparaciones con la competencia
¿Por qué buscar una alternativa a Insightly?
Aunque Insightly es una buena opción de software de Gestión de Relaciones con Clientes (CRM), existen varias razones por las que algunos usuarios buscan soluciones alternativas. Podrías estar buscando una alternativa a Insightly por las siguientes razones:
- Integración limitada con otras herramientas
- No hay suficientes opciones de personalización
- Los precios no se adaptan a tu presupuesto
- Necesitas mejor soporte al cliente
- Carece de funciones avanzadas de informes
- No se adapta al crecimiento de tu equipo
Si alguna de estas situaciones se parece a la tuya, has llegado al lugar indicado. Mi lista contiene varias opciones de software de Gestión de Relaciones con Clientes (CRM) mejor adaptadas para equipos que enfrentan estos retos con Insightly y buscan soluciones alternativas.
Principales características de Insightly
A continuación, algunas de las características clave de Insightly para que puedas contrastar y comparar lo que ofrecen las soluciones alternativas:
- Gestión de contactos: Almacena y accede a perfiles detallados de clientes, lo que permite a tu equipo personalizar las interacciones y construir relaciones más sólidas.
- Enrutamiento de leads: Asigna y dirige los leads a los miembros adecuados del equipo, asegurando seguimientos oportunos y mayores tasas de conversión.
- Gestión de pipeline: Visualiza y haz seguimiento de las oportunidades de ventas en cada etapa, ayudando a tu equipo a mantenerse organizado y enfocado en cerrar acuerdos.
- Automatización de flujos de trabajo: Automatiza tareas repetitivas como el envío de correos electrónicos o la actualización de registros, liberando tiempo de tu equipo para actividades más estratégicas.
- Integración de correo electrónico: Sincroniza tus cuentas de correo para gestionar las comunicaciones directamente dentro de Insightly, manteniendo toda la correspondencia en un solo lugar para fácil consulta.
- Gestión de proyectos: Planifica, ejecuta y monitorea proyectos con herramientas integradas, asegurando que tu equipo cumpla con lo prometido y respete los plazos.
- Tableros personalizables: Crea visualizaciones de datos personalizables y en tiempo real para monitorear métricas clave y tomar decisiones empresariales informadas.
- Acceso móvil: Utiliza las aplicaciones móviles de Insightly para gestionar relaciones con clientes y proyectos sobre la marcha, manteniendo a tu equipo conectado y productivo desde cualquier lugar.
- Seguridad y cumplimiento: Aprovecha características como el cifrado de datos y controles de acceso, asegurando que la información de tus clientes sea segura y cumpla con los estándares de la industria.
- Capacidades de integración: Conecta Insightly con otras aplicaciones que utiliza tu negocio, creando un flujo de trabajo sin interrupciones entre plataformas.
¿Qué sigue?
Si estás investigando alternativas a Insightly, conéctate con un asesor de SoftwareSelect para recibir recomendaciones gratuitas. Obtendrás una lista corta adaptada a tu stack tecnológico y objetivos, junto con apoyo durante todo el proceso de compra.
Solo tienes que completar un formulario y tener una breve conversación en la que analizarán tus necesidades en detalle. Luego recibirás una lista corta de software para revisar. Incluso te acompañarán durante todo el proceso de compra, incluidas las negociaciones de precios.