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Insightly Service

The Insightly Service offers a cohesive platform that combines ticketing and project management, enabling smooth issue resolution and enhancing customer loyalty...

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The Insightly Service offers a cohesive platform that combines ticketing and project management, enabling smooth issue resolution and enhancing customer loyalty...

Watch Demo Get Pricing
Overview Features Pros & Cons Reviews FAQs

Product Overview

The Insightly Service offers a cohesive platform that combines ticketing and project management, enabling smooth issue resolution and enhancing customer loyalty. Although it may experience sluggishness with substantial data, the software's rich automation capabilities and strategic advantages position it as an attractive option for businesses focused on building strong relationships.

Product Details

What Is Insightly Service?

Insightly Service is a customer support tool developed directly on the Insightly platform, aimed at bringing together service, marketing, and sales teams. This solution enables medium-sized businesses to handle support tickets efficiently, monitor Service Level Agreements (SLAs), and take advantage of customizable dashboards for immediate insights. By consolidating customer information, this software enhances problem resolution and promotes lasting client loyalty, providing a flexible solution that aligns customer support with larger business objectives.

Insightly Service Pricing

The pricing structure for Insightly Service in the realm of Customer Relationship Management (CRM) is outlined below:

  • Plus - $29/user/month

  • Professional - $49/user/month

  • Enterprise - $99/user/month

A 14-day free trial is offered for both the Plus and Professional plans. Contact us for a tailored quote regarding Insightly Service costs.

Note: Prices may vary.

Insightly Service Integrations

This software is compatible with several systems and platforms, including:

  • Slack software

  • Shopify software

  • Jira software

  • Asana

  • ADP Workforce Now

Schedule a complimentary Insightly Service demo to explore its integration capabilities further.

Who Is Insightly Service For?

Insightly Service caters to a diverse array of industries and sectors such as:

  • Manufacturing

  • Consulting

  • Finance

  • Healthcare

  • E-commerce

Is Insightly Service Right For You?

This solution is particularly suited for mid-market companies looking to eliminate barriers between sales and support teams. A notable feature is its seamless integration with Insightly CRM, which allows support tickets to transform directly into projects—a unique advantage for sectors like manufacturing and consulting. Additionally, it provides comprehensive insights into customer health. If you're in search of a cohesive platform to improve client interactions and simplify complex service delivery, this tool stands out as an excellent option.

If you're still uncertain about whether Insightly Service is the right fit for you and need professional guidance to make an informed choice, feel free to contact us at info@softwareseekers.com.

Customer Service Software Features

✘ analytics
✔ live chat
✘ workflows
✘ api access
✘ mobile crm
✘ purchasing
✘ cloud based
✘ node editing
✘ self service
✘ phone support
✘ web filtering
✘ call recording
✘ call scripting
✘ contact center
✘ issue tracking
✘ knowledge base
✘ sales tracking
✔ sla management
✘ call monitoring
✘ canned response
✘ case management
✔ crm integration
✘ data encryption
✘ lead generation
✘ lead management
✘ mlops platforms
✘ reporting audit
✘ task management
✘ automation tools
✔ canned responses
✘ customer profile
✘ customer support
✘ email management
✘ order management
✘ queue management
✘ sales automation
✘ security measure
✘ speech analytics
✘ ticketing system
✘ activity tracking
✘ client management
✘ customer feedback
✔ customer profiles
✘ real time preview
✘ sales forecasting
✘ ticket management
✘ activity dashboard
✘ contact management
✘ help desk software
✘ internal ticketing
✘ live chat software
✘ predictive dialing
✘ project scheduling
✘ selfservice portal
✘ service management
✘ alertsnotifications
✘ analytics reporting
✘ automated responses
✘ automation chatbots
✘ automation workflow
✘ calendar scheduling
✘ collaboration tools
✘ customer management
✘ document management
✘ email phone support
✘ employee engagement
✘ feedback management
✘ firewall protection
✘ incident management
✘ loyalty and rewards
✔ omnichannel support
✘ phishing prevention
✘ real time dashboard
✘ reporting analytics
✘ security compliance
✔ self service portal
✘ threat intelligence
✘ vector importexport
✘ welding and merging
✘ workflow automation
✘ call center software
✘ integration with crm
✘ inventory management
✘ knowledge management
✘ omni channel support
✘ ticketing management
✘ warehouse management
✘ active learning tools
✘ billing and invoicing
✘ crm integration tools
✘ customer segmentation
✔ escalation management
✘ inside sales software
✘ it service management
✘ multi channel support
✘ work order management
✘ call center management
✘ data labeling software
✘ deep learning software
✘ generative ai software
✘ opportunity management
✘ sales enablement tools
✘ security data handling
✔ analytics and reporting
✘ contact center software
✘ customer servicesupport
✘ customizable dashboards
✘ file sharing management
✘ knowledge base software
✘ real time communication
✘ remote support software
✘ reporting and analytics
✘ sla management software
✘ social media management
✘ supply chain management
✘ synthetic data software
✘ task project management
✘ ai automation governance
✘ compliance risk controls
✘ customer feedback survey
✘ deal pipeline management
✘ social media integration
✘ vulnerability management
✘ contact center management
✔ customer feedback surveys
✘ customer service software
✘ customer support software
✘ live chat crm integration
✘ machine learning software
✘ mobile payments invoicing
✘ natural language dialogue
✘ online portal for tenants
✘ sales pipeline management
✘ small business scheduling
✘ channel initiation support
✘ contact center outsourcing
✘ customer feedback profiles
✘ customer support ticketing
✘ integrations extensibility
✘ sales engagement platforms
✘ account management software
✘ ai integrated crm solutions
✘ anti virus and anti malware
✘ business process management
✘ customer service automation
✘ feedback analytics software
✘ knowledge base self service
✘ multi factor authentication
✘ sales acceleration software
✘ video surveillance software
✘ call center queue management
✘ call reporting and analytics
✘ customer self service portal
✘ integration with other tools
✘ omnichannel support software
✘ self service portal software
✘ sf customer service software
✘ task and activity management
✘ task assignment and tracking
✘ customer communications tools
✘ customer feedback and surveys
✘ deterministic execution layer
✘ remote video support software
✘ security audits and reporting
✘ appointment booking management
✘ automated appointment reminder
✘ barcode and qr code generation
✘ call transfer and conferencing
✘ customer experience management
✘ customer self service software
✘ escalation management software
✘ interactive voice response ivr
✘ call center management software
✘ collaboration and communication
✘ content and document management
✘ conversational support software
✘ crm integrated support software
✘ customer communication tracking
✘ other customer service software
✘ analytics and reporting software
✘ appointment managementscheduling
✘ automated responses and chatbots
✘ customer feedback sla management
✘ integration with marketing tools
✘ analytics and analytics reporting
✘ configuration management database
✘ integration with third party apps
✘ voicemail and callback management
✘ digital customer service platforms
✘ knowledge base self service portal
✘ conversational intelligence software
✘ customer relationship management crm
✘ customer service automation software
✘ omnichannel customer support software
✘ multilingual customer support software
✘ data science machine learning platforms
✘ enterprise feedback management software
✘ chatbots automated responses and chatbots
✘ omnichannel support multi channel support
✘ integration with help desk and support systems
✘ knowledge base content creation and management

Pros

  • ✔ Unified data aligns sales and service
  • ✔ Powerful workflow automation capabilities
  • ✔ Customizable dashboards for real-time insights

Cons

  • ✘ Can be slow with large data
  • ✘ Mobile app lacks full desktop functionality

Price

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Custom

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Ratings

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Frequently Asked Questions

Find answers to the most common queries about our software recommendation service.

The software offers a help center, chat, and email support.

The software supports integration with a range of systems and platforms, including Asana, Shopify, Slack, Jira, and ADP Workforce Now.

Businesses across various industries, including e-commerce, healthcare, finance, consulting, and manufacturing, benefit from Insightly Service features.

Yes, Insightly Service software provides an API.

Yes, it has a mobile app.

The platform is primarily available in English, French, German, etc.

The platform offers CRM pricing plans of $29/user/month for Plus, $49/user/month for Professional, and $99/user/month for Enterprise, with a 14-day free trial available for the Plus and Professional plans. You can also request a personalized Insightly Service price quote now.