Audience

Organizations in any industry

About Insightly

Know your customers and grow your business with Insightly. A powerful and easy to use customer relationship platform for small and mid-size businesses, Insightly enables teams to accelerate sales, build relationships, and deliver projects on time. It offers native integrations to Gmail, Office 365, MailChimp, and other popular applications. Insightly also offers tools to help companies manage contacts throughout the sales lifecycle, track customer relationships, monitor their sales pipeline, and more.

Pricing

Starting Price:
$29.00/month/user
Pricing Details:
Plus - $29 per user per month
Professional -$49 per user per month
Enterprise - $99 per user per month
Free Version:
Free Version available.
Free Trial:
Free Trial available.

Integrations

Ratings/Reviews - 3 User Reviews

Overall 4.3 / 5
ease 4.7 / 5
features 5.0 / 5
design 5.0 / 5
support 4.7 / 5

Company Information

Insightly
Founded: 2010
United States
www.insightly.com

Videos and Screen Captures

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Product Details

Platforms Supported
SaaS
iPhone
iPad
Android
Training
Documentation
Live Online
Webinars
Support
Phone Support
Online

Insightly Frequently Asked Questions

Q: What kinds of users and organization types does Insightly work with?
Q: What languages does Insightly support in their product?
Q: What kind of support options does Insightly offer?
Q: What other applications or services does Insightly integrate with?
Q: Does Insightly have a mobile app?
Q: What type of training does Insightly provide?
Q: Does Insightly offer a free trial?
Q: How much does Insightly cost?

Insightly Product Features

Business Management

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

CRM

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

Construction CRM

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

Contact Management

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

Healthcare CRM

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

Lead Management

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

Project Management

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 Enablement

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

Sales Force Automation

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

Sales Forecasting

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

Sales Tracking

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

Task Management

Collaboration
Create Subtasks
Gamification
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
Gantt Charts

Insightly Additional Categories

Insightly Reviews

Write a Review
  • An Insightly User
    Sales and Marketing Manager
    Used the software for: Less than 6 months
    Frequency of Use: Daily
    User Role: User
    Company Size: 100 - 499
    Design
    Ease
    Features
    Pricing
    Support
    Probability You Would Recommend?
    1 2 3 4 5 6 7 8 9 10

    "Loved Insightly, Best CRM Tool"

    Posted 2022-11-12

    Pros: 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.

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

    Overall: 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.

    Read More...
  • Sandra C.
    Director of Business Development
    Used the software for: 1-2 Years
    Frequency of Use: Weekly
    User Role: User
    Company Size: 26 - 99
    Design
    Ease
    Features
    Pricing
    Support
    Probability You Would Recommend?
    1 2 3 4 5 6 7 8 9 10

    "Insightly is the essential CRM application for small organizations"

    Posted 2021-03-30

    Pros: 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.

    Cons: 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.

    Overall: 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.

    Read More...
  • An Insightly User
    CEO
    Used the software for: Free Trial
    Frequency of Use: Daily
    User Role: Administrator, Deployment
    Company Size: 1 - 25
    Design
    Ease
    Features
    Pricing
    Support
    Probability You Would Recommend?
    1 2 3 4 5 6 7 8 9 10

    "Easy to use"

    Posted 2020-05-09

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

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

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

    Read More...
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