Insightly

Trial

insightly.com

Manytools

CRM Management Tools

Insightly

Trial

insightly.com

Insightly is the #1 CRM software for Gmail, G Suite and Outlook. Marketing, Sales and Projects together at last on one cloud-based unified platform.

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

Web

Android

Windows

MacOS

Price$29

Free

Discover the transformative power of Insightly, the modern, scalable CRM that teams can’t help but love. This robust software tool is designed to help you sell smarter, grow faster, and build lasting customer relationships.

Understanding Insightly

Insightly is more than just an affordable CRM. It's a comprehensive platform designed to streamline your sales process and foster stronger customer relationships. From organizing customer information to tracking sales pipelines, Insightly provides all the tools necessary to propel your business growth.

Why Teams Love Insightly

The beauty of Insightly lies in its simplicity and scalability. Unlike other CRMs, Insightly is user-friendly and easily adapts to the changing needs of your business. Whether you are a small business or a large corporation, Insightly grows with you, ensuring that your CRM needs are always met.

The Power of Smarter Selling

With Insightly, selling becomes not just easier, but smarter. The platform offers comprehensive lead and contact management, allowing you to track every customer interaction. This data-driven approach ensures that every sales opportunity is maximized, and no potential customer slips through the cracks.

Accelerate Growth with Insightly

Insightly is designed to accelerate your business growth. It provides real-time data and analytics, helping you make informed decisions. With Insightly, you can easily identify what works and what doesn’t in your sales process, allowing you to optimize your strategies for maximum growth.

Building Lasting Customer Relationships

Insightly understands the importance of building lasting customer relationships. The platform offers a holistic view of your customers, from their contact information to their interaction history. This allows you to personalize your communication and foster stronger customer relationships.

Experience Insightly Today

Why wait? Experience the power of Insightly today. With its comprehensive suite of CRM tools, Insightly empowers your team to sell smarter, grow faster, and build lasting customer relationships. Discover why teams around the world love Insightly. Get started with a demo-on-demand now.

Conclusion

In the digital age, having a robust CRM is no longer a luxury but a necessity. Insightly is a modern, scalable CRM that teams love. It combines simplicity with powerful features, helping you sell smarter, grow faster, and build lasting customer relationships. With Insightly, the future of your business growth is in your hands.

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