Insightly

Insightly CRM Overview

Insightly is a cloud-based Customer Relationship Management (CRM) platform designed to help businesses manage their contacts, sales pipelines, and projects in one unified system. Established in 2009, Insightly has grown to serve over 1.5 million users across more than 25,000 organizations worldwide. It caters primarily to small and mid-sized businesses, offering an intuitive interface and a comprehensive set of features that streamline sales, marketing, and project management processes.

Key Features of Insightly

• Contact Management: Organize and track detailed information about your contacts, including communication history, social profiles, and related tasks.
• Sales Pipeline Management: Visualize and manage sales opportunities through customizable pipelines, ensuring no deal slips through the cracks.
• Project Management: Convert closed deals into projects, assign tasks, set milestones, and monitor progress, all within the same platform.
• Email Integration: Sync with Gmail and Outlook to manage emails, calendar events, and contacts directly from Insightly.
• Workflow Automation: Automate repetitive tasks and processes to increase efficiency and reduce manual errors.
• Reporting and Dashboards: Utilize pre-built and customizable reports and dashboards to gain insights into sales performance and project status.
• Mobile Access: Access Insightly on-the-go with mobile apps for iOS and Android, ensuring you stay connected wherever you are.
• AppConnect Integration: Connect Insightly with over 1,000 third-party applications, including Slack, Google Apps, and Microsoft Outlook, to streamline your workflow.

How to Use Insightly

Getting started with Insightly is straightforward:

1. Sign Up: Visit the official Insightly website and sign up for a free trial or choose a subscription plan that fits your business needs.
2. Onboarding: Utilize the guided onboarding process to familiarize yourself with the platform’s features and setup.
3. Import Data: Import your existing contacts, emails, and calendar events to get up and running quickly.
4. Customize: Tailor the CRM to your business processes by creating custom fields, objects, and workflows.
5. Integrate: Connect Insightly with your existing tools and applications using AppConnect or the REST API.
6. Utilize Features: Leverage the various features like project management, sales pipeline tracking, and reporting to manage your business operations efficiently.

Pricing Plans

Insightly offers several pricing tiers to accommodate businesses of different sizes and needs:

• Free Plan: Suitable for individuals or very small teams, this plan includes basic CRM features for up to 2 users and 2,500 records.
• Plus Plan: Priced at $29 per user per month (billed annually), this plan offers additional features like advanced reporting, sales pipeline management, and marketing automation.
• Professional Plan: At $49 per user per month (billed annually), this plan includes all Plus Plan features plus customizable dashboards, project management tools, and team collaboration features.
• Enterprise Plan: For $99 per user per month (billed annually), this plan offers all Professional Plan features along with advanced security features, dedicated customer support, and customizable workflows.

Note: Pricing may vary based on the number of users and billing cycle. It’s advisable to check the official Insightly website for the most current pricing information.

Frequently Asked Questions (FAQs)

• Is there a free trial available? Yes, Insightly offers a 14-day free trial for all its paid plans, allowing you to explore the features before committing.
• Can I integrate Insightly with other applications? Absolutely. Insightly supports integration with over 1,000 third-party applications through AppConnect and offers a REST API for custom integrations.
• Is Insightly suitable for large enterprises? While Insightly is designed for small to mid-sized businesses, its Enterprise Plan offers features that can support larger organizations, including advanced security and customization options.
• What kind of customer support does Insightly provide? Insightly offers various support options, including email support, a comprehensive knowledge base, and premium support plans for additional assistance.
• Can I customize Insightly to fit my business processes? Yes, Insightly provides extensive customization options, including custom fields, objects, workflows, and dashboards, allowing you to tailor the CRM to your specific needs.