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Insightly is a cloud based, self-hosted CRM software that can run on your laptop and be managed by remote IT staff. It’s attractive for smaller businesses looking for an alternative to Google Drive because of its competitive pricing, ease of use and flexibility (you’re not locked into Google if you find it unsatisfactory).
Insightly is a cloud-based CRM tool that offers features for small businesses. It’s designed to help businesses grow and succeed with its easy-to-use tools. The insights it provides can be very helpful in growing your business. Read more in detail here: insightly crm features.
Insightly is a customer relationship management (CRM) application that combines sales Automation and Management of Projects in one place. It also has lead routing, Automation of work processes, and relationship connecting features. Small to medium-sized Enterprises searching for a platform to manage both sales and post-sales operations can benefit from it.
Take a look at Insightly.
Who Is Insightly Appropriate For?
- Small organizations in need of a consolidated contact and pipeline database might consider the following: Because Insightly has a built-in Management of Projects system, it’s a great solution for companies that want to keep track of their contacts throughout the sales and post-sales processes. In fact, it’s one of the top CRMs for small companies on our list.
- Startups and small teams looking to streamline difficult processes: Insightly offers a robust collection of workflow and task Automation solutions that allow your sales staff to concentrate on selling rather than on tedious activities. As a result, it is one of our CRM systems for startups that we suggest.
- If you’re a real estate agent looking for a free lead management solution, look no further. Insightly includes tools for quickly locating and handling leads. Aside from that, it has a App for mobile devices that allows you to maintain contact with buyers and sellers even while you’re not at work. It’s one of the greatest free real estate CRMs we’ve found.
Who isn’t a good fit for Insightly?
- Companies seeking for a free CRM with a lot of features: Insightly provides a free plan with a lot of restrictions on the amount of users, records, and daily email blasts. Check out our top selections for the finest free CRM software if you’re seeking for a free option with a lot of features.
- Businesses who wish to include social media into their sales operations should do the following: Unfortunately, Insightly does not support social media integration. If social media is an important part of your sales process, check out our selection of the best social CRM solutions.
- Companies that rebrand and resell CRMs include the following: Because Insightly lacks a partnership program, it’s not a strong candidate for rebranding or bundling with other products. We’ve collected a list of the finest white label CRMs for you to pick from if you’re searching for a solution you can tweak and resell.
Overview with Insight
Take a look at Insightly.
Pricing with Insight
Insightly has a free plan that supports up to two users and four subscription plans that allow an infinite number of users. Monthly rates for each user vary from $29 to $99 per month, payable yearly. The free tier includes basic contact, sales, and Management of Projects functions. It also includes an intelligence platform integrated in, as well as App for mobile deviceslications and email-based assistance. The Professional package is available for a 14-day free trial.
Any contact, lead, opportunity, or project you store in the CRM is referred to as a record.
Add-ons with Insight:
- $35 per user, each month, payable yearly for Voice with Insight (built-in phone dialer) (exclusive for Professional and Enterprise subscribers only)
- Starts at $1,500 per year for CRM support and service (available only to users who commit to an annual subscription)
For additional information about Insightly’s CRM plans, use the drop-down menu below:
Choose to discover more. FreePlusProfessionalEnterprise
Free
Basic CRM tools for tracking contacts, leads, prospects, and projects are included in the Free plan. Standard dashboards and custom reports are also available, however the quantity of entries, Templates for emails, daily bulk mailings, and file storage are all limited. You may also use its App for mobile devices to access same CRM features.
Plus
You may add an infinite number of users and have greater record and file storage limitations starting with the Plus tier. You receive smart notifications, email scheduling, bespoke branding, business card scanning, and synchronization of calendars capabilities in addition to the features provided in the Free plan.
Professional
Custom CRM dashboards, lead assignment rules, configurable business intelligence dashboards, Automation of work processes, and limitless Templates for emails are all available with the Professional tier. For an additional $35 per user, every month, you may add an integrated phone dialer. Furthermore, you may provide an infinite number of roles and rights to various users in this tier.
Enterprise
The Enterprise package includes limitless records, file storage, and business intelligence dashboards that may be customized. Within the CRM, you can also send quotations to your clients. Apart from that, it enables administrators to create unique CRM applications for each team in your organization and deploy them on both web and mobile platforms.
Observable Characteristics
Lead generation and management, contact and sales activity management, collaboration, and project delivery are all included in Insightly’s four strategies. It automates sales procedures, allowing your sales professionals to sell more efficiently and spend less time on mundane duties. The following are the most important aspects of Insightly:
Characteristics
Contact and lead management, Emailing in bulk, sales and Management of opportunities, Management of Projects, reporting, and dashboards are all vital components of Insightly. While these features are included in every subscription, the capabilities and customization possibilities differ by tier.
Core CRM
- Management of contacts and organizations
- Management of tasks and events
- Management, assignment, and routing of leads
- Management of opportunities
- Sales methods that may be customized
- Emailing in bulk
- Templates for emails
- Use a Kanban board to visualize leads.
- Capture of web-to-leads
- Enriching social profiles automatically
Panel with the contact list (Source: Insightly)
Insightly allows you to manage and monitor leads, qualify prospects, and allocate incoming leads to the appropriate sales professionals depending on your criteria. You may also send, schedule, and monitor personalized and templated emails to specific prospects or customers. It also enables you to collect fresh leads from web sites. Its contact management function includes relationship linking capabilities, which aid in the mapping out and understanding of complicated client connections.
This platform aids in the more effective management of sales prospects by offering a mechanism for monitoring all pipeline phases and custom fields beneath each transaction. Leads, opportunities, projects, and organizations may also be assigned templated task and event activities.
Management of Projects
- Keep track of tasks, deadlines, and emails.
- Project-related tasks should be scheduled and assigned.
- synchronization of calendars
- Project methods that may be customized
- Convert possibilities into projects that you’ve won.
Panel for project activities (Source: Insightly)
Automation
- Automation of work processes
- Quotes, products, and price books (PPQ)
- Validation rules that are unique to you
- Permissions and roles
- Custom applications may be deployed on any platform.
- Webhooks that can be customized
Automation of work processes (Source: Insightly)
Users can streamline sales and business processes using Insightly’s Automation feature. This allows you to build automated workflows, tasks, emails, and reports to reduce manual labor. You can also set Permissions and roles for data access of different users. Higher-tier subscribers can create and send pricing quotes and proposals directly within the CRM.
Voice with Insight
- From leads or contacts, you may click to call.
- Calls are recorded.
- Call analysis and reporting are done automatically.
- Voicemail messages that have been prerecorded
- Hold the welcome and wait for it.
- Call forwarding for incoming calls
- Call lists that have been preloaded
- Calls are recorded.
- Listen-in feature is activated by the manager.
- Routing of phone calls
Voice with Insight (Source: Insightly)
Voice with Insight is an integrated phone dialer that allows you to call leads and contacts with a single click from within the CRM. You can configure it to automatically log and record each call. You can also track the frequency and duration of calls, as well as generate reports based on call logs. This feature is an add-on that is available only for Professional and Enterprise subscribers.
Platform for Business Intelligence
- Dashboards for business intelligence are built-in.
- Real-time insight cards that may be customized and shared.
- Reports that can be customized
- Reporting and sending schedules that are tailored to your needs
Dashboard of Opportunities (Source: Insightly)
The Platform for Business Intelligence offers over 40 different kinds of chart types and drag-and-drop layouts you can use to build data visualizations. You can also customize dashboards with real-time data and share it with your co-workers. Lastly, Insightly allows you to schedule reports to run at a specified time and have them automatically sent to your intended recipients.
App for mobile devices
- Android and iOS App for mobile devicess
- Synchronization of mobile data in real time
- Scanning business cards on a smartphone
- Integration of mobile contacts and calendars
- Notes on mobile voice
Opportunities dashboard and records displayed on the Insightly App for mobile devices (Source: Insightly)
Insightly allows you to manage your customer relationships anywhere using its Android and iOS apps. It syncs your data, contacts, and calendar with your CRM account in real time. Its Scanning business cards on a smartphone feature allows you to take photos of business cards using your mobile device and automatically convert the details into contacts or leads. The App for mobile devices also lets you record audio notes into your CRM using your mobile phone’s mic.
Integrations with third-parties
- There are over 250 connectors with business applications.
- APIs for web services have been published.
- synchronization of calendars
- Sync your contacts
- Integration with Gmail
- Integration with Outlook
- Integration with cloud-based file storage
Insightly’s app library has a number of connectors available (Source: Insightly)
Integrate your CRM with collaboration and productivity applications you already use, such as Google Workspace, Outlook, and Slack, to extend Insightly’s basic capabilities. You may use Insightly to connect with over 250 business applications from its app library, or you can integrate with other apps using its application programming interface (API) access, which is free.
Service to Customers
Insightly’s Service to Customers starts with access to the Help Center for Free account subscribers. Upgrading to a paid plan gives you access to email support. CRM Support and Service Plans, which start at $1,500 per year (or 10% of the annual subscription fee), are available for those who commit to an annual subscription. These plans give you access to phone support (4 a.m. to 7 p.m. Pacific Time), and each tier has varying response times and support quality.
The Premium tier guarantees a response time of fewer than six hours to email support queries. Administrator training, semi-annual account reviews, quarterly CEO webinars, and an onboarding program are all included. Upgrade to the Ultimate or Admin plan if you want priority help, which guarantees a response time of less than an hour. It also includes user training, quarterly account evaluations, and advanced feature seminars for all users.
The Insightly Admin staff assigned to your firm will assist you in managing your everyday administrative responsibilities once you subscribe to the Admin plan. Users may be added and removed, reports can be created, and account customizations can be made.
User-Friendliness
The most current version of Insightly has a user-friendly interface with a clean and tidy design. While it has a short learning curve, getting to know its navigation and controls does not need a high level of technical knowledge. All of the tabs and dashboards are clearly labeled, and menu choices are easily accessible. Those that want more sophisticated assistance and coaching may take advantage of the company’s add-on support plans and onboarding program.
Alternatives to Consider
Whether you’re not sure if Insightly is the ideal match for your company, here are some other options to consider:
More solutions may be found in our guide to the top six CRMs for small companies.
What Users Have to Say About Insightly
Most of Insightly’s users are satisfied with its User-Friendliness, intuitive interface, customization options, and extensive Integrations with third-parties. They particularly like how its Automation of work processes and Management of Projects features have made their sales team more efficient. However, some Insightly reviews noted the limited customer support available in the lower tiers and the added cost required to have a shorter response time to their request for support.
It has received the following ratings from the most prominent review sites as of this writing:
Conclusion
Insightly’s CRM software offers robust contact and lead management features and has integrated Management of Projects capabilities. The combination of these features helps nurture business relationships with leads and customers. Aside from that, it has a user-friendly interface and extensive third-party integration options. However, access to an in-app dialer and advanced customer support entail additional costs for Insightly users.
Insightly is a cloud-based software for small business management. It has many features that make it easy to use. However, the cost can be expensive. If you are looking for a low-cost alternative, Insightly may not be the right choice. Reference: insightlynews.
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