Insightly

Insightly offers CRM and project management software for various industries, centralizing critical information and enabling web and mobile access. It is a simple, customizable, and user-friendly tool for productive customer and partner relationship management, although it is reported to be somewhat overpriced.

What Is Insightly?

Overview

Insightly offers CRM and project management software for various industries, centralizing critical information and enabling web and mobile access. It is a simple, customizable, and user-friendly tool for productive customer and partner relationship management, although it is reported to be somewhat overpriced.

A cloud-based SaaS (Software-as-a-Service) solution, Insightly is widely used for its CRM capabilities by 1.5 million users around the globe. The platform is commonly used by small businesses in a variety of industries to manage operations at every stage from building customer relationships, generating quotes, delivering projects, and accelerating sales, and much more. Insightly offers seamless integration with an extensive list of solutions and tools including Gmail and Outlook plugins, Office 365, Evernotes, MailChimp, and other popular apps.

Important Features Of Insightly Software

Insightly offers exciting and unique tools for email tracking, contact management, lead management, opportunity management, relationship linking, call management, workflow automation, project management, and advanced reporting. Insightly has a very intuitive interface so you won't need to spend lots of time and money on training. The software sets itself apart by incorporating features to not only gather data but also feed it to other apps in the user's portfolio. Insightly also offers a comprehensive smartphone CRM app which offers business card scanning and audio notes.

Insightly Pricing

USP: Provides small businesses with specific, enterprise-level modules for large companies and multi-level organizations for an affordable cost. 360 view allows users can organize contacts in categories such as customers, partners, vendors, and suppliers.

Support: Support can be reached via an online forum and phone (business hours).

Disclaimer: The pricing is subject to change

Product Advantages

Offers granular sharing settings. Has a powerful BI integration that remarkably improves reporting capabilities. The mobile app features expanded workflow management tools. Creates web forms to harvest leads. Offers email tracking and a list of attractive templates.

Product Limitations

Lead assignment rules are only available in Professional and Enterprise plans. Does not offer an option for automatic email forwarding. Lead and contact information are split into separate tabs. No available pipelines for leads.

Still trying to decide if Insightly is right for you? Contact our customer support team at (661) 384-7070, who will help you make the best decision.