Insightly

Trial

insightly.com

Manytools

CRM Management Tools

Insightly

Trial

insightly.com

Experience next-level business growth with Insightly's advanced CRM features. This platform streamlines workflows, manages sales, and ensures data protection, driving both efficiency and success.

Popularity

45% people use it

Features

Case Management

Tracks issues/help requests reported by customers through the resolution process.

Contact & Account Management

Store and retrieve information associated with customer contacts and accounts. Track company-wide communication and information about contacts and accounts.

Customer Contract Management

Management of contracts made with customers. Contract management includes negotiating the terms and conditions in contracts, ensuring compliance with them, and documenting and agreeing on any changes or amendments that may arise during its implementation or execution.

Customization

Allows administrators to customize to accommodate their unique processes. Includes creating custom objects, fields, rules, calculations, and views.

Case Management

Tracks issues/help requests reported by customers through the resolution process.

Contact & Account Management

Store and retrieve information associated with customer contacts and accounts. Track company-wide communication and information about contacts and accounts.

Customer Contract Management

Customization

Allows administrators to customize to accommodate their unique processes. Includes creating custom objects, fields, rules, calculations, and views.

Desktop Integration

Allows users to sync their Email, Calendar, and Contact tools with their CRM system. Includes Microsoft Outlook and Google integration.

Integration APIs

Application Programming Interface - Specification for how the application communicates with other software. API's typically enable the integration of data, logic, objects, etc with other software applications.

Lead Management

Allows users to manage and track leads through a process. The lead process typically involves steps such as: 1. Lead Generation, 2. Customer Inquiry, Inquiry Capture, Lead Filtering, Lead Grading, Lead Distribution, and Lead Qualification.

Opportunity & Pipeline Mgmt.

Manage sales opportunities through their lifecycle from lead to order. Track stages, values, and probabilities of close. Manage sales pipelines by individual sales rep, team, region, and company-wide.

Product & Price List Management

Enter product/part numbers and manage the prices associated with them. Typically functionality allows users to add products and prices to opportunities and quotes if these modules are provided within the same system.

Reporting

Enables reporting of all data contained within the system. Typically contains standard reports as well as the ability to create ad-hoc reports.

Sandbox / Test Environments

Allows administrators to develop and test changes to the CRM deployment easily. After changes are made admins can easily migrate the changes into the "live" or "production" environment.

Task / Activity Management

Manage and track tasks and activities. Assign due dates and integrate into calendars to manage daily schedules and priorities.

User, Role, and Access Management

Grant access to select data, features, objects, etc., based on the users, user role, groups, etc.

Workflow Capability

Automates a process that requires a series of steps that typically require intervention by several different users. Administrators can write rules to determine who and when a user needs to complete a step. It also includes notifications of users when they need to take action.

Platform

iOS

Android

MacOS

Windows

Web

Price$29

Free

Go To Site

A Complete CRM Solution: Insightly

Imagine growing your business at a faster pace with the Modern CRM teams love, yes, you guessed it right--it's Insightly. Boasting an impressive mix of CRM features from relationship management and pipeline monitoring, Insightly is a compelling solution for capturing and converting quality leads. It's enriched with dynamic list segmentation & reporting tools, and has on offer, high-quality marketing campaign strategies. But how does it make things any different or any easier? Well, Insightly strips away the redundancy with large-scale business workflow & process automation!

Making Sales and Lead Management A Breeze

With Insightly, start making swift strides towards capturing key details about each lead and prioritizing them effectively. The platform offers a real-time view into deal statuses, helping your team get further insight into the potential growth for the company. Imagine having the ability to manage opportunities in customizable pipelines, helping to create a fluid sales process. What's more, Insightly allows you to convert opportunities to fit into projects matching your business requirements.

Seamless Project and Task Management with Insightly

Working on customer-focused projects is made easy with Insightly's Post-sale transitions. The opportunities, task records, and crucial details are effortlessly converted into projects. In addition, Insightly workflows are intuitive and customizable, creating enhanced cross-team communication. The inclusion of customizable CRM means that you can configure the data and information exactly - as per your unique business needs. Thus, it not only improves cross-team communication but also helps collaborate better for delivering excellent business results.

Effective Data Visualization and Top-Notch Security

Get real-time performance insights with Insightly's performance dashboards and reporting. You can create real-time data visualizations and make business decisions based on what's happening right now. But Insightly doesn’t stop there. In addition to these fantastic resources, they go the extra mile to ensure the security of your data. Certifications such as SOC 2 Type II, EU/US Privacy Shield, and GDPR Compliance testify to their rigorous data protection measures. With Insightly, not only are you ramping up your sales, marketing, and service strategies, but you're also riding the wave in a safe and secure digital vehicle.

Insightly, with its powerful and intuitive CRM capabilities, proves itself to be an excellent solution for digital professionals, etching a path to success in the digital landscape. Do you fancy taking your business to new heights? Look no further than Insightly.

Pros & Cons

Pros

Insightly offers both CRM and robust marketing automation features in one platform.

It has a customizable and scalable system that grows and adapts to your business needs.

Supports a broad range of integrations with external apps and services, enhancing its functionality.

Offers customer support via a portal, ticketing, and SLA management.

Cons

The platform might require a learning curve, especially for non-technical users.

Absence of pricing details in the text might indicate it's not very transparent or immediately straightforward.

The text does not highlight any special feature that uniquely sets Insightly apart from other CRM tools.

Frequently Asked Questions

Find answers to the most asked questions below.

What is Insightly CRM and how can it benefit my business?

Insightly CRM is a robust customer relationship management software that aims to streamline sales processes, drive revenue, and foster long-term customer relationships. It offers features like lead and opportunity management, workflow automation, project management, and customizable CRM to match your business processes. By centralizing customer data, it empowers teams to adopt and use your entire organization, helping grow your business faster than ever.

What features does Insightly offer for marketing?

Insightly provides a range of marketing features designed to grow your business. These include email marketing, landing pages, dynamic list segmentation, A/B testing, and dashboards and reporting. Through personalized customer journeys, it allows you to attract visitors, convert prospects, and run marketing campaigns at scale.

Is Insightly designed for specific departments or can it be used across my entire organization?

Insightly is designed to be used across your entire organization. It seamlessly integrates with numerous departments including sales, marketing, customer service, and DevOps/IT. In addition to its own features, Insightly also boasts an integration engine, AppConnect, which allows you to connect other applications your business uses.

Does Insightly software offer a customer service functionality?

Yes, Insightly offers a range of features geared towards enhancing customer service. These include a convenient customer support portal, knowledge management, ticketing, and insights. With SLA management, Insightly helps customer support keep their commitments and exceed customer expectations.

How does Insightly ensure data security?

Insightly places a high importance on data security. They are SOC 2 Type II certified and offer single-sign-on via industry standard authentication protocols, two-factor authentication support, encryption of data in transit and at rest. They also comply with EU/US Privacy Shield protocols, GDPR, and HIPAA.

How does Insightly CRM help with sales management?

Insightly CRM offers several features to handle sales processes effectively. It allows you to capture relevant details about each lead, prioritize leads with your teams, and provides a real-time view into where each deal stands. Through customizable pipelines, it drives velocity through the sales and delivery process, enabling you to track, manage, and nurture deals efficiently.

Insightly CRM Review

20 May 2022

Insightly is a user-friendly CRM system specifically tailored for small to midsize businesses. Its interface is easy to learn, and entering data into the system is uncomplicated. While Insightly is simpler to use than our Editors' Choice for SMB-oriented CRM, Zoho CRM, it lacks some features and is almost twice as expensive at the high end. Nonetheless, Insightly's numerous benefits make it a suitable CRM application for SMBs.

Oliver Rist

PCMag

www.pcmag.com

Insightly Review 2023: Features, Pricing & More

Insightly is a CRM and sales pipeline management tool that operates on the cloud, allowing teams to easily collaborate and work remotely. Based on the selected plan, it can optimize numerous pipelines, tasks, and workflows for sales and marketing teams or general project management. Insightly provides vividly colored charts on customizable, user-friendly dashboards, enabling quick access to essential data and easy interpretation.

Rob Watts

Forbes

www.forbes.com

Insightly Review

22 Mar 2023

Insightly is a widely-used cloud-based business CRM designed to enhance your business's workflow and organization. It offers an impressive array of marketing tools, enabling you to boost your business growth through advanced marketing automation and empowering your sales team to engage leads at the opportune moment.

Tom Rayner

Small Business Expert,the ascnet

www.fool.com