Insightly Description

Understand your clientele and expand your enterprise with Insightly. This robust and user-friendly customer relationship management platform caters to small and medium-sized businesses, empowering teams to boost sales, cultivate connections, and complete projects punctually. It features seamless integrations with popular applications like Gmail, Office 365, and MailChimp. Additionally, Insightly provides essential tools that assist organizations in overseeing contacts during the sales process, managing customer relations, and keeping an eye on their sales pipeline, among various other functionalities. By leveraging Insightly, businesses can enhance their operational efficiency while improving customer satisfaction.

Pricing

Pricing Starts At:
$29.00/month/user
Pricing Information:
Plus - $29 per user per month
Professional -$49 per user per month
Enterprise - $99 per user per month
Free Version:
Yes
Free Trial:
Yes

Integrations

Reviews - 3 Verified Reviews

Total
ease
features
design
support

Company Details

Company:
Insightly
Year Founded:
2010
Headquarters:
United States
Website:
www.insightly.com

Media

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Product Details

Platforms
Web-Based
iPhone App
iPad App
Android App
Types of Training
Training Docs
Live Training (Online)
Webinars
Customer Support
Business Hours
Online Support

Insightly Features and Options

CRM Software

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Contact Management Software

Activity Management
Appointment Management
Contact Database
Contact History
Contact Import/Export
Customer Pipeline
Email Marketing
Group Management
Interaction Tracking
Lead Management
Prospecting Tools
Sales Pipeline Management
Search / Filter
Segmentation
Shared Contacts
Social Media Integration

Task Management Software

Collaboration
Create Subtasks
Gamification
Gantt Charts
Mobile Access
Percent-Complete Tracking
Progress Tracking
Recurring Tasks
Reporting/Analytics
Spreadsheet View
Task Board View
Task Planning
Task Scheduling
Task Tracking
Time Tracking
To-Do List View

Project Management Software

Agile Methodologies
Budget Management
Client Portal
Collaboration Tools
Cost-to-Completion Tracking
Customizable Templates
Gantt Charts
Idea Management
Kanban Board
Milestone Tracking
Portfolio Management
Resource Management
Time & Expense Tracking
Traditional Methodologies

Sales Force Automation Software

Call Management
Campaign Management
Channel Management
Commission Management
Contact Management
Contract Management
Customer Database
Email Marketing
Field Sales Management
Lead Management
Opportunity Management
Performance Metrics
Proposal Generation
Referral Tracking
Sales Forecasting
Territory Management

Lead Management Software

Activity Tracking
Campaign Management
Lead Capture
Lead Distribution
Lead Nurturing
Lead Scoring
Lead Segmentation
Pipeline Management
Prospecting Tools
Source Tracking

Sales Enablement Software

Collaboration
Contact Management
Content Management
Document Management
Goals / Quota Management
Lead Management
Meeting Management
Performance Management
Presentation Management
Proposal Management
Territory Management
Training Management

Construction CRM Software

Client Tracking
Contract Management
Forecasting
Project Management
Quote Management
Sales Management
Scheduling
Time Management

Sales Forecasting Software

Competitor Analysis
Correlation Analysis
Dashboard
Dynamic Modeling
Exception Reporting
Graphical Data Presentation
Modeling & Simulation
Performance Metrics
Sales Trend Analysis
Statistical Analysis

Healthcare CRM Software

Audience Targeting
Campaign Management
Marketing Automation
Medical History Records
Patient Communications
Patient Management
Physician Management
Predictive Analytics

Business Management Software

Billing & Invoicing
CRM
Employee Management
Financial Management
Inventory Management
Marketing Management
Order Management
Point of Sale (POS)
Project Management
Purchasing
Scheduling
Time & Expense Tracking
Training Management
Vendor Management

Sales Tracking Software

Activity Dashboard
Alerts / Notifications
Appointment Scheduling
Call Logging
Comments / Notes
Custom Reports
Document Management
Email Templates
Interaction Tracking
Lead Management
Lead Scoring
Pipeline Management
Reporting / Analytics
Task Management

Insightly Lists

Insightly User Reviews

Write a Review
  • Name: Sandra C.
    Job Title: Director of Business Development
    Length of product use: 1-2 Years
    Used How Often?: Weekly
    Role: User
    Organization Size: 26 - 99
    Features
    Design
    Ease
    Pricing
    Support
    Likelihood to Recommend to Others
    1 2 3 4 5 6 7 8 9 10

    Insightly is the essential CRM application for small organizations

    Date: Mar 30 2021

    Summary: At first glance, we are presented with a very useful application that will manage and automate group communication and digital marketing management for free. However, its use of contact schedules can be confusing and its interface can be ineffective in opportunities, but for those initial sales ventures it is highly recommended.

    Positive: The application provides automation tools for sales processes, including: contact management, account management and market opportunity management. In addition, it has a basic collaboration system that features conversations and publishing of interest to active project members.

    Negative: The platform of this application is very basic, but it can be very poor compared to others, it is also slow when performing certain tasks. Likewise, it does not include media outreach tools as it does not integrate a social networking section. It also does not allow us to attach files to the exposed tasks.

    Read More...
  • Name: Anonymous (Verified)
    Job Title: CEO
    Length of product use: Free Trial
    Used How Often?: Daily
    Role: Administrator, Deployment
    Organization Size: 1 - 25
    Features
    Design
    Ease
    Pricing
    Support
    Likelihood to Recommend to Others
    1 2 3 4 5 6 7 8 9 10

    Easy to use

    Date: May 09 2020

    Summary: Overall it's a decent tool that works well for the average business owner. Especially because its so easy.

    Positive: Works well and is pretty easy to use and set up for your business. Doesn't take much to get it running.

    Negative: I think there could be more advanced features for a CRM.

    Read More...
  • Name: Anonymous (Verified)
    Job Title: Sales and Marketing Manager
    Length of product use: Less than 6 months
    Used How Often?: Daily
    Role: User
    Organization Size: 100 - 499
    Features
    Design
    Ease
    Pricing
    Support
    Likelihood to Recommend to Others
    1 2 3 4 5 6 7 8 9 10

    Loved Insightly, Best CRM Tool

    Date: Nov 12 2022

    Summary: I loved how the scalable Insightly platform helps to make whole business structures organized, by enabling sales, marketing, projects and support unified in one place. It has a dynamic user interface. Overall, I highly suggest Insightly, because it is powerful and performs well even in mid-sized enterprises.

    Positive: Helps to organize sales, marketing, project and support teams at the same place. It offers segmented email marketing. Shares overview of every point of business. Tons of business tools integration options are available. Pipeline visualization for sales segments.

    Negative: First few days of onboarding this platform seems complicated due to its UI.

    Read More...
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