insightly

insightly

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8.5/10 (Expert Score)
Product is rated as #6 in category Business Software
Insightly is one of the world's best selling CRM software that targets mostly small and mid-sized businesses.
Design
9
Easy to use
9
Price
8.5
Features
9
Feedback
9
PROS:
  • Can integrate with many third party apps.
  • Audience segmentation and campaign accordingly.
  • Keeps all clients and prospects information at single place.
  • Simple email builder with drag and drop functionality with built in templates.
CONS:
  • Priced more than other tools.
  • Might need some more reporting features.
  • Look and usability is a bit outdated.
  • The creation of email campaigns can be challenging if they become too complex

About insightly


Insightly is one of the world’s best selling CRM software that targets mostly small and mid-sized businesses. It is a cloud based CRM for small businesses and also it offers seperate enterprise level modules for larger companies. Insightly has a huge customer base of over 500,000 users worldwide. Insightly offers customized CRM solutions to companies tailored for their needs, which will enable organization to better manage their workflows.

Insigtly integrates with many third party application like Google Apps, Mailchimp, Microsoft outlook, evernotes and more to be compatible with different environments automates the whole sales process and assign the task to sales persons automatically without any manual intervention. It has intelligent email marketing system, which has customized email templates, classifies the users into groups and send mass emails at once and auto responders to respond automatically. There are many other features like contact management, task management, pipeline management, leads management and much more that business can leverage their power to generate more leads and subsequently brings in revenue to the company.

 

Pricing

Starting from: $29.00/month
Pricing model: Subscription
Free Trial: Available (No Credit Card required)
Free for up to 2 users
Pricing Plans
Free: $0 (Free for up to 2 users) Plus $29/user/month (billed annually) Professional $49/user/month (billed annually) Enterprise $99/user/month (billed annually)
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Features

API
Intuitive Visual Board: Drag & Drop Interface,Visual workflow,Template Management
Task Management – Task Planning,Task Scheduling,Task Tracking,
Integration –Third Party Integration, QuickBooks Integration
Contact management:contact history, contact database
Sales Management – Sales Analytics, Sales Forecasting ,Sales Reporting,Sales Tracking
Campaign Management
Notification Management
Duplicate Blocking

Activity Dashboard: Activity Tracking

Call Center Management

Accounting Integration

Access Control

Promotions Management
Lead Management: Lead Assignment,Lead Capture,Lead Distribution,Lead Nurturing,Lead Scoring
Reporting/analytics
Pipeline Management:Pipeline Reports
Contracts, Orders, Quotes, Products, and Price Books
Email Management: Email Distribution,Email Integration,Email Templates,Email Tracking
Reporting/analytics: Sales Analytics
Forecasting/Predictive analytics

Quote Management

Shopping Cart

Duplicate Detection
Electronic Payments
Event Triggered Actions
Follow-up Scheduling

Monitoring
Multi-Campaign
Multi-Channel Marketing

Order Management: Order Processing, Order Tracking

Workflow Management
Follow-up reminders
Sales Territory Management

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Pros and cons


PROS:
  • Can integrate with many third party apps.
  • Audience segmentation and campaign accordingly.
  • Keeps all clients and prospects information at single place.
  • Simple email builder with drag and drop functionality with built in templates.

CONS:
  • Priced more than other tools.
  • Might need some more reporting features.
  • Look and usability is a bit outdated.
  • The creation of email campaigns can be challenging if they become too complex


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Benefits

Send emails to targeted audience. Assign leads automatically to sales team. Track the leads with ease.

Segmentation of your customer based on their behavior. Automation of the sales process enable to generate more leads and manage them efficiently Reporting and analytics enable to take accurate decisions

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Integration

QuickBooks Salesforce Sales Cloud Slack Xero Zapier Zendesk Constant Contact HubSpot CRM HubSpot Marketing Mailchimp

Gmail,Microsoft Outlook, Google Calender
Facebook

 

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FAQ

How does Free trial work?

Insightly offers Free for up to 2 users.

What is Insightly CRM Appliction?

Insightly is a cloud based customer relationship management application that helps businesses in management of sales of new customers as well as already existing customers across all industry domains.

What type of industries does Insightly CRM Application Support?

Insightly CRM targets majorly small and medium businesses. However it has separate module for large businesses.

What languages does App support?

English, French, Portuguese, Spanish

Does App offer an API?

Yes, Insightly has an API available for use.

Specification: insightly

Pricing

ESSENTIALS PLAN
$199/month
DELUXE SALES PLAN
$299/month
DELUXE E-COMMERCE PLAN
$299/month
COMPLETE PLAN
$379/month
TEAMS PLAN
$599/month

Free trial

Yes

customer-type

Medium business, Small business

Deployment Type

Cloud Hosted, On Premise, Open API, SaaS

Device Supported

Android, IOS, Mac OS, Windows

Customer support

Email, Phone, Chat

Training

Personalized, Live online, Documents, Webinars

Intuitive Dashboard

Drag & Drop Interface,Visual diagram Analytics,Template Management,Search Functionality, 360 degree customer view,Custom Landing Pages, Customization Templates

User Role Management

No

Task Management

Task Planning,Task Scheduling,Task Tracking

Email Marketing Management

Email Distribution,Email Integration,Email Templates,Email Tracking,Auto Responders, Email notifications

Contact management

contact history, contact database, segmentation

Lead Management

Lead Assignment,Lead Capture,Lead Distribution,Lead Nurturing,Lead Scoring

Sales Mangement

Sales Analytics,Sales Forecasting,Sales Integration,Sales Orders,Sales Reporting,Sales Tracking

Quotes/proposal management

Yes

Reporting/analytics

Sales Analytics

Forecasting

Yes

Meeting Management

No

Document Management

File storage , File sharing and File Sync

Workflow Automation

No

Multicurrency

Yes

Status Tracking

No

Calendar Management

Yes

Pipeline Management

Pipeline Reports

Integration

Third Party Integration, QuickBooks Integration

Territory Management

Yes

Follow-up reminders

Yes

Order Management

Order Processing,Order Tracking

Opportunities and quotes

Yes

Data Storage Management

Data Synchronization,Data Import/Export

Case Management

No

Campaign Management

Campaign Analysis,Campaign Planning,Campaign Scheduling,Campaign Segmentation

Visitor Management

Visitor Tracking,Visual Analytics

Promotions Management

Ye

Referral Tracking

Yes

Inventory Management

Yes

other features

Real Time Reporting,Recurring Billing,Reminders,Reporting & Statistics,

Quote Management

Yes

Performance Report

Yes

Videos: insightly

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