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Insightly

Insightly provides a comprehensive solution for CRM and project management tailored to multiple sectors. This platform consolidates essential data and allows ac...

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Insightly provides a comprehensive solution for CRM and project management tailored to multiple sectors. This platform consolidates essential data and allows ac...

Watch Demo Get Pricing
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Product Overview

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.

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Product Details

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.

CRM Software Features

✘ security
✘ training
✘ dashboard
✘ invoicing
✘ reporting
✘ timeclock
✘ mobile app
✘ mobile crm
✘ purchasing
✘ online help
✘ ai analytics
✘ audit trails
✘ chatgpt said
✘ integrations
✘ lead routing
✘ sales orders
✘ client portal
✘ hr compliance
✘ insurance crm
✘ time tracking
✘ crm for retail
✘ healthcare crm
✘ mobile crm app
✘ sales pipeline
✘ sales tracking
✘ tax management
✘ budget tracking
✘ case management
✘ crm for coaches
✘ crm for outlook
✘ crm integration
✘ deployment type
✘ email marketing
✘ lead generation
✔ lead management
✘ market position
✘ task management
✘ accounts payable
✘ crm for facebook
✘ crm for startups
✘ customer support
✘ distribution crm
✘ donor management
✘ event management
✘ expense tracking
✘ fundraising tool
✘ grant management
✘ sales automation
✘ activity tracking
✘ budget management
✘ crm for b2b sales
✘ crm for education
✘ crm for marketing
✘ donation tracking
✔ email integration
✘ fundraising tools
✘ project templates
✔ sales forecasting
✘ vendor management
✘ activity dashboard
✔ contact management
✘ content management
✘ crm for healthcare
✘ crm for nonprofits
✘ financial tracking
✘ hotel crm software
✘ invoice management
✘ payment processing
✘ payroll processing
✘ project scheduling
✘ route optimization
✘ accounts receivable
✘ alertsnotifications
✘ analytics reporting
✘ automated workflows
✘ bank reconciliation
✘ campaign management
✘ collaboration tools
✘ contract management
✘ crm for consultants
✘ crm for contractors
✘ crm for field sales
✘ crm for freelancers
✘ crm for hospitality
✘ crm for real estate
✘ crm for restaurants
✘ crm for sales teams
✘ crm for wholesalers
✘ customer management
✘ document management
✘ employee management
✘ employee onboarding
✘ financial reporting
✘ marketing campaigns
✘ mobile crm software
✘ online crm software
✘ reporting analytics
✘ resource allocation
✘ workflow automation
✘ android crm software
✘ banking crm software
✘ crm for associations
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✘ higher education crm
✘ inventory management
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✘ marketing automation
✘ merchandise transfer
✘ multichannel support
✘ performance tracking
✘ quotation management
✘ volunteer management
✘ warehouse management
✘ compliance management
✘ crm for loan officers
✔ customer segmentation
✘ membership management
✘ mortgage crm software
✘ multi channel support
✘ productivity tracking
✘ safety and compliance
✘ crm for digital agency
✘ crm for small business
✘ ecommerce crm software
✘ financial crm software
✘ guest intelligence crm
✘ multi currency support
✔ opportunity management
✘ performance management
✘ sales enablement tools
✘ analytics and reporting
✘ consulting crm software
✘ crm for media companies
✔ customer servicesupport
✘ customizable dashboards
✘ enterprise crm software
✘ recipe menu engineering
✘ registration management
✘ reporting and analytics
✘ sales pipeline tracking
✘ sales tracking software
✘ social media management
✘ alerts and notifications
✘ communication management
✘ crm for event management
✘ crm for insurance agents
✘ crm for marketing agency
✘ crm for mortgage brokers
✘ crm for rental companies
✘ customer service support
✔ deal pipeline management
✘ multi channel management
✘ omnichannel crm software
✔ social media integration
✘ task activity management
✘ training and development
✘ automated purchase orders
✘ budgeting and forecasting
✘ crm for equipment dealers
✘ crm for insurance brokers
✘ crm for service providers
✘ customer service software
✘ customizable hr workflows
✘ email integration implied
✘ mobile crm mobile crm app
✘ sales pipeline management
✘ ai integrated crm solution
✘ crm for content management
✘ crm for financial advisors
✘ crm for financial services
✘ crm for logistics industry
✘ crm for outside sales reps
✘ crm for project management
✘ crm for real estate agents
✘ customer support ticketing
✘ sales engagement platforms
✘ account management software
✘ channel management software
✘ contact management software
✘ crm for political campaigns
✘ crm for training management
✘ crm for workflow management
✘ email marketing integration
✘ sales acceleration software
✘ small business crm software
✘ auto dealership crm software
✘ crm for construction company
✘ customer engagement platform
✘ employee database management
✘ task and activity management
✘ task assignment and tracking
✘ time and attendance tracking
✘ crm for professional services
✘ customer feedback and surveys
✘ investorcustomer segmentation
✘ crm for manufacturing business
✘ crm for social media marketing
✘ crm for health insurance agents
✘ crm for real estate wholesalers
✔ customer communication tracking
✘ employee information management
✘ project planning and scheduling
✘ sales force automation software
✘ sales forecasting via analytics
✘ appointment managementscheduling
✘ crm for digital marketing agency
✘ crm for membership organizations
✘ delivery planning and scheduling
✘ integration with marketing tools
✘ integration with thirdparty apps
✘ mobile crm implied mobile access
✘ crm software for accounting firms
✘ email integration email marketing
✘ integration with third party apps
✘ cloud based crm for small business
✘ mobile crm analytics and reporting
✘ recruitment and applicant tracking
✘ task management alertsnotifications
✘ customer relationship management crm
✘ opportunity deal pipeline management
✘ workflow automationautomated workflows
✘ sales pipeline deal pipeline management
✘ workflow automation automated workflows
✘ social media integration via integration
✘ sales forecasting pipeline value tracking
✘ crm for offices and public administrations
✘ multi channel support email sms whatsapp chat
✘ analytics and reportingreporting and analytics
✘ analytics and reporting reporting and analytics
✘ casesupport ticketing customer support ticketing
✘ deal pipeline management sales pipeline tracking
✘ social media integration lead capture from social channels

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Cons

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Ratings

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