Insightly
Elevate your business with Insightly's CRM and project management software, designed for seamless web and mobile access to boost productivity and relationships.
Insightly provides a comprehensive solution for CRM and project management tailored to multiple sectors. This platform consolidates essential data and allows access via both web and mobile devices. It serves as an intuitive, adaptable, and easy-to-navigate tool designed for effective management of customer and partner relationships. However, some users have noted that it may be on the expensive side.
What Is Insightly?
Overview
Insightly provides a blend of CRM and project management solutions tailored for diverse sectors, consolidating essential information while allowing access via web and mobile platforms. This tool is designed to be straightforward, adaptable, and user-friendly, aiming to enhance the management of customer and partner relationships, though some users feel it may be on the pricier side.
This cloud-based SaaS (Software-as-a-Service) platform is utilized by approximately 1.5 million users worldwide for its CRM functionalities. It is particularly popular among small businesses across various fields, aiding in managing operations from nurturing customer connections to generating quotes, executing projects, boosting sales, and beyond. Insightly seamlessly integrates with a wide range of tools and solutions including Gmail and Outlook plugins, Office 365, Evernote, MailChimp, and many other widely used applications.
Important Features Of Insightly Software
Insightly boasts a range of unique features such as email tracking, contact management, lead management, opportunity management, relationship linking, call management, workflow automation, project oversight, and advanced reporting. The software's intuitive design minimizes the need for extensive training or additional costs. What sets Insightly apart is its ability to not only collect data but also share it with other applications in the user's ecosystem. Additionally, Insightly includes a robust mobile CRM application that features business card scanning and audio note capabilities.
Take advantage of the free Insightly demo to explore its various features and functionalities.
Insightly Pricing
Insightly presents a free version suitable for up to two users along with three paid tiers. If billed annually, the Plus Plan is priced at $29/month, the Professional Plan at $49/month, and the Enterprise Plan at $99/month. You can also request a custom pricing option for Insightly.
Unique Selling Proposition: Insightly equips small businesses with specialized enterprise-level modules that cater to larger corporations and multi-tier organizations at an accessible price point. The 360-degree view allows users to categorize contacts into groups such as customers, partners, vendors, and suppliers.
Support: Customer support can be accessed through an online forum or by phone during business hours.
Please note: Pricing is subject to change.
Product Advantages
Offers detailed sharing settings.
Includes powerful BI integration that significantly enhances reporting functions.
The mobile application provides advanced workflow management tools.
Enables the creation of web forms to capture leads.
Features email tracking along with a collection of appealing templates.
Product Limitations
Lead assignment rules are restricted to Professional and Enterprise plans.
No option for automatic email forwarding is available.
Lead and contact details are divided into separate tabs.
Pipelines for leads are not provided.
Still uncertain if Insightly fits your needs? Reach out to our customer support team at info@softwareseekers.com for assistance in making the right choice.