Insightly

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7.8/10 (Expert Score)
Product is rated as #18 in category CRM
Insightly is a cutting-edge CRM (Customer Relationship Management) platform designed to empower businesses of all sizes.
Design
6.8
Easy to use
7.1
Price
7.4
Features
8.4
Accuracy
9.5
PROS:
  • Comprehensive CRM Functionality
  • Integration Capabilities
  • User-Friendly Interface
  • Mobile Accessibility
  • Positive User Ratings
CONS:
  • Pricing
  • Learning Curve
  • Limited Customization Options
  • Support Limitations
  • Advanced Reporting and Analytics

Details about Insightly

Insightly is a cutting-edge CRM (Customer Relationship Management) platform designed to empower businesses of all sizes. With its modern, scalable, and user-friendly interface, Insightly provides a comprehensive suite of tools to centralize and optimize customer data, streamline sales processes, enhance marketing campaigns, and elevate customer service.

At its core, Insightly aims to help organizations sell smarter, grow faster, and build lasting customer relationships. By leveraging the power of Insightly’s CRM software, businesses can achieve a single source of truth for their customer data, enabling them to streamline sales pipelines, drive revenue, and improve profitability. With features like lead management, sales pipeline tracking, and mobile apps for remote teams, Insightly equips sales teams with the necessary tools to succeed.

Insightly also offers a robust marketing automation module, allowing businesses to create engaging customer journeys and run marketing campaigns at scale. The intuitive interface, A/B and multivariate testing capabilities, and beautiful email templates enable marketers to attract visitors, convert them into prospects, and ultimately grow their pipeline. Enterprise-grade segmentation, journeys, and dashboards further enhance marketing efforts, providing valuable insights for strategic decision-making.

In addition, Insightly’s customer service module enables businesses to elevate the customer experience, exceed expectations, and foster deeper connections across their organization. The platform offers a convenient customer support portal, knowledge management features, ticketing systems, and in-depth analytics to amplify the view into customer health. With Service Level Agreement (SLA) management, businesses can ensure that customer support commitments are met promptly and efficiently.

One of the standout features of Insightly is its powerful integration engine, AppConnect, which allows businesses to connect seamlessly with various applications they already use. Whether it is finance, HR, sales, marketing, support, or e-commerce, Insightly’s AppConnect provides the necessary integrations to create a unified and efficient business ecosystem.

Key Features of Insightly:

  • Centralized Customer Data: Insightly allows you to centralize all your customer data, ensuring a single source of truth for your organization. This enables you to have a comprehensive view of your customers and their interactions with your business.
  • Sales Pipeline Management: Drive revenue and close more deals with Insightly’s sales pipeline management. You can track leads, assign tasks, and route leads to the right team members, ensuring a streamlined sales process.
  • Customization Options: Insightly provides customization options, allowing you to tailor the CRM platform to fit your unique business needs. You can customize objects, fields, project management stages, and more, making it a flexible solution for your organization.
  • Mobile Apps for Remote Teams: Empower your remote teams with Insightly’s mobile apps. Your sales representatives can access customer data, update information, and manage their tasks on the go, increasing productivity and efficiency.
  • Marketing Automation: With Insightly’s marketing automation capabilities, you can create personalized customer journeys and run marketing campaigns at scale. The platform offers A/B and multivariate testing, beautiful email templates, and enterprise-grade segmentation, providing you with the tools to engage and convert prospects.
  • Customer Service Excellence: Elevate your customer experience with Insightly’s customer service features. It includes a convenient customer support portal, knowledge management tools, ticketing systems, and insights into customer health. Service Level Agreement (SLA) management ensures that your support team can meet commitments and deliver exceptional service.
  • Powerful Integrations with AppConnect: Insightly’s AppConnect enables seamless integration with various applications you already use. Whether it is finance, HR, sales, marketing, support, or e-commerce, you can connect all your essential tools and create a unified business ecosystem.
  • Actionable Insights and Analytics: Gain valuable insights into your sales, marketing, and customer service efforts with Insightly’s in-depth analytics. The platform provides dashboards and reporting capabilities, allowing you to make data-driven decisions and optimize your strategies.

With numerous success stories from companies across industries, Insightly has earned its reputation as one of the best CRM software solutions available. Joining over 25,000 companies already running on Insightly, businesses can experience improved sales velocity, cost savings, and accelerated growth.

Insightly offers a modern and scalable CRM platform that empowers businesses to streamline their operations, improve sales and marketing performance, and elevate customer experiences. With its user-friendly interface, extensive feature set, and powerful integrations, Insightly is the go-to solution for businesses looking to drive revenue, grow faster, and build lasting customer relationships.

Price Plans of Insightly

Insightly offers the following price plans and subscription details:

  1. Plus Plan: Price: $29 per user per month (billed annually)
  1. Professional Plan: Price: $49 per user per month (billed annually)
  1. Enterprise Plan: Price: $99 per user per month (billed annually)

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FAQs related of Insightly

What is Insightly?

Insightly is a modern and scalable CRM (Customer Relationship Management) software designed to help businesses sell smarter, grow faster, and build lasting customer relationships.

What are the key features of Insightly CRM?

Insightly CRM offers several key features including the ability to centralize customer data, streamline sales processes, track sales pipelines, customize objects and fields, and empower remote teams with mobile apps.

How can Insightly CRM drive revenue for my business?

Insightly CRM helps businesses drive revenue by streamlining sales processes, improving profitability, and fostering long-term customer relationships. It creates a single source of truth for organizations, enabling efficient lead management, sales pipeline tracking, and customization of project management stages.

What is Insightly Marketing?

Insightly Marketing is a powerful tool that allows businesses to create engaging customer journeys and grow their pipeline. It offers features such as intuitive A/B and multivariate testing, beautiful and flexible email templates, and enterprise-grade segmentation, journeys, and dashboards.

How can Insightly Marketing help my business grow faster?

Insightly Marketing enables businesses to attract visitors, convert them into prospects, and run marketing campaigns at scale. With its personalized customer journeys and comprehensive marketing automation features, businesses can optimize their marketing efforts and drive faster growth.

What is Insightly Service?

Insightly Service is designed to elevate the customer experience by helping businesses exceed customer expectations, solve challenges faster, and create deeper connections across the organization. It offers a convenient customer support portal, knowledge management, ticketing, insights, and in-depth analytics to enhance customer support and satisfaction.

How can Insightly Service improve my customer support?

Insightly Service provides businesses with the tools and insights needed to elevate their customer support. It offers a convenient customer support portal, knowledge management capabilities, ticketing systems, and service level agreement (SLA) management to ensure timely and effective support. In-depth analytics also provide a comprehensive view of customer health.

What is AppConnect?

AppConnect is a powerful integration engine offered by Insightly that allows businesses to connect various applications they use in their operations. It enables seamless collaboration and integration across departments such as finance, HR, sales, marketing, support, and IT, enhancing overall efficiency and productivity.

How can AppConnect benefit my business?

AppConnect enables businesses to connect and integrate all the applications they use, resulting in improved workflow efficiency, data synchronization, and collaboration across different teams. It eliminates the need for manual data transfer and allows for real-time data sharing, enhancing productivity and reducing errors.

Can Insightly CRM and Marketing integrate with other software tools?

Yes, Insightly CRM and Marketing are designed to integrate easily with other software tools. With AppConnect, Insightly’s integration engine, businesses can connect various applications they use today, including finance, HR, sales, marketing, support, devops/IT, and eCommerce, among others.

How has Insightly CRM helped other businesses achieve their growth goals?

Several businesses, such as Sullivan & Stanley, an award-winning change management firm based in London, have achieved their growth goals in partnership with Insightly CRM and Marketing. Insightly’s scalable and user-friendly CRM has proven to be instrumental in helping businesses streamline operations, improve sales velocity, and access actionable insights.

What do users say about Insightly CRM?

Insightly CRM is consistently highly rated by users across all industries. It is known for its user-friendly interface, scalability, and its ability to centralize customer data and improve sales processes. Users appreciate its customization options, mobile app support, and the positive impact it has on fostering long-term customer relationships.

How can Insightly CRM benefit sales teams?

Insightly CRM provides sales teams with a centralized platform to manage customer data, track leads, and create and track sales pipelines. It empowers sales teams with features such as lead management, assignment, and routing, customizable objects and fields, and mobile apps, enabling them to sell smarter and drive revenue.

How can Insightly Marketing benefit businesses' marketing efforts?

Insightly Marketing offers businesses tools to create engaging customer journeys, run marketing campaigns at scale, and optimize marketing efforts through A/B and multivariate testing. Its enterprise-grade segmentation, journeys, and dashboards enable businesses to personalize their marketing messages and drive better results.

How can Insightly Service enhance the customer experience?

Insightly Service helps businesses exceed customer expectations by providing a convenient customer support portal, knowledge management capabilities, ticketing systems, and insights. It also offers SLA management to help support teams keep commitments and in-depth analytics to gain a comprehensive view of customer health.

Are there any success stories of businesses using Insightly CRM and Marketing?

Yes, businesses like Sport Court Las Vegas have experienced significant growth after adopting Insightly CRM, Insightly Marketing, and AppConnect for integrations. For example, Sport Court Las Vegas grew its business by 242% with the help of Insightly’s unified CRM and marketing platform.

How can Insightly's unified CRM and marketing platform improve sales velocity?

Insightly’s unified CRM and marketing platform provides businesses with a comprehensive view of their sales pipeline, customer data, and marketing campaigns. This integrated approach improves sales velocity by enabling sales teams to access actionable insights, track leads, and make data-driven decisions, resulting in faster and more effective sales processes.

Can Insightly CRM and Marketing save costs for businesses?

Yes, Insightly’s unified CRM and marketing platform has helped businesses save costs. For example, companies like Hurst Review have reported a 20% savings after switching to Insightly. By consolidating sales and marketing functions into one platform, businesses can eliminate duplicate efforts, reduce manual tasks, and optimize resource allocation.

How many companies are currently using Insightly?

Over 25,000 companies are currently running on Insightly, benefiting from its CRM, Marketing, and AppConnect capabilities. This large user base reflects the trust and satisfaction businesses have in Insightly’s software solutions.

Is there a video tour available to see Insightly in action?

Yes, you can take a video tour of the Insightly platform to see how its CRM, Marketing, and AppConnect features work together to help businesses streamline operations, drive revenue, and deliver exceptional customer experiences.

What industries can benefit from Insightly CRM and Marketing?

Insightly CRM and Marketing are versatile solutions that can benefit various industries. Some of the industries that can leverage Insightly’s capabilities include manufacturing, finance, agencies, healthcare, consulting, eCommerce, insurance, professional services, and solar, among others.

Is Insightly compliant with data protection regulations like GDPR and the Australian Privacy Act?

Yes, Insightly is committed to data protection and privacy. It complies with regulations such as GDPR (General Data Protection Regulation) and the Australian Privacy Act, ensuring that businesses using Insightly can confidently handle and manage customer data in a secure and compliant manner.

How can I contact Insightly's sales team?

You can contact Insightly’s sales team to discuss your specific requirements, pricing, and any other inquiries you may have. The contact information can be found on their website under the “Contact Sales” section.

What professional services are available for Insightly users?

Insightly offers professional services to help users make the most out of their CRM, Marketing, and AppConnect solutions. These services include a guided onboarding plan, premier support, and success plans tailored to meet specific business needs.

Where can I find resources to learn more about Insightly?

Insightly provides a resource center on their website where you can find a wealth of information, including articles, guides, webinars, case studies, and whitepapers. These resources can help you gain a deeper understanding of Insightly’s capabilities and how they can benefit your business.

Is there a billing section available for Insightly users?

Yes, Insightly provides a billing section where users can manage their subscription, payment details, and access billing-related information. This section allows for easy and convenient management of billing matters.

Why is Insightly considered a top Salesforce alternative?

Insightly is regarded as a top Salesforce alternative due to its user-friendly interface, scalability, affordability, and the comprehensive CRM, Marketing, and AppConnect capabilities it offers. Insightly provides a robust solution that meets the needs of businesses of all sizes, making it an attractive choice for those seeking an alternative to Salesforce.

Are there AppConnect integrations available for Insightly?

Yes, Insightly offers a wide range of AppConnect connectors to integrate with various applications. These connectors cover areas such as finance, HR, sales, marketing, support, devops/IT, and eCommerce. The available connectors can be found on Insightly’s website under the “AppConnect Integrations” section.

How can Insightly benefit different sizes of businesses?

Insightly caters to businesses of all sizes, including startups, small businesses, mid-sized businesses, and enterprises. Its scalable CRM, Marketing, and AppConnect solutions can be tailored to meet the specific needs and growth goals of businesses, regardless of their size.

Is Insightly suitable for specific industries?

Yes, Insightly can be beneficial to specific industries such as manufacturing, finance, agencies, healthcare, consulting, eCommerce, insurance, professional services, and solar, among others. Insightly’s versatility and customization options allow businesses in various industries to adapt the platform to their specific requirements.

Specification: Insightly

Common Specifications
Customer Type

Authors, Bloggers, Consultants, Content creators, Copywriters, Course creators, Customer support, Ecommerce, Educators, Entrepreneur, Event organizers, Freelancers, Influencers, Large enterprises, Marketers, Marketing agencies, Media, Medium business, Online coaches, Product managers, Small business, Social media managers, Social media marketers, Solopreneurs, Student, Virtual assistants, Web design agencies, YouTubers

Deployment Type

SaaS

Device Supported

Browser-based, Mac OS, Windows

Languages Supported

English

Pricing Model

Free Trial, Freemium, Monthly Subscription

Support Options

Email/Help Desk, FAQs/Forum, Knowledge Base

Training Options

Documentation, Live Online

Specification
AI Features

Content Generator, GPT-3, GPT-4, Text Generator

CRM Features

Activity Tracking, Analytics/Reporting, Calendar/Reminder System, Call Logging, Campaign Management, Collaboration Tools, Contact Management, Customizable Fields, Data Import/Export, Deal Tracking, Document Storage, Email Integration, Email Tracking, GDPR Compliance, Integration Capability, Lead Management, Mobile Access, Pipeline Management, Real-time Notifications, Sales Forecasting, Sales Reporting, Task Management, Workflow Automation

Deals & Offers of Insightly

Here are the list of latest deals and alternatives available.

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