Insightly

Unverified
Product not verified by the Software Seller.
Tekpon Score
8.7

Insightly Reviews

& Product Details

What is Insightly?

Insightly is more than CRM software. The platform includes CRM, marketing automation, and customer service, helping teams build and convert sales pipelines, increase productivity, and build lasting customer relationships. Being easy to use, simple to customize, and scales with companies as they grow, and with a built-in no-code integration engine solves common pain points that other CRMs can’t.

First, the CRM tool includes features for lead routing, workflow automation, sending, tracking & saving emails, relationship linking, and business intelligence. It helps companies create unforgettable experiences, better connect with customers, and align teams.

Secondly, service is key to Insightly’s unified suite of customer relationship management applications. It amplifies your visibility into customer health and status with built-in integrations, pre-written templates, knowledge articles for easy reference, and an SLA countdown.

Next, the marketing automation tool helps teams build more pipelines with on-target segmentation, engaging customer journeys, and intelligent campaigns.

Finally, Insightly offers the following support options: Knowledge Base, FAQs/Forum, Chat, and Email/Help Desk.

Found in these Categories

Best For

A modern, scalable CRM for fast-growing teams.
  • StartUps
  • Freelancers
  • Small Business
  • Medium Business
  • Large Enterprise
  • Non-profit Organization
  • Personal
  • Cloud, SaaS, Web-Based
  • Mobile - Android
  • Mobile - iPhone
  • Mobile - iPad
  • Desktop - Mac
  • Desktop - Windows
  • Desktop - Linux
  • Desktop - Chromebook
  • On-Premise - Windows
  • On-Premise - Linux
  • Company Name

    Insightly

  • Located In

    United States

  • Website

    insightly.com

Starting from:

$29 /user/month, billed annually

Pricing Model: Subscription

  • Free Trial
  • Free Version

Pricing Details:

Insightly CRM pricing comprises three plans - Plus, Professional, and Enterprise - with an annual subscription. There are different pricing plans for Marketing, AppConnect, and Service. Furthermore, Insightly all-in-one has three plans, with costs starting from $349 per month, billed annually. A free software version is available, with no commitment - only some limitations.

  • Access Controls/Permissions
  • Activity Tracking
  • Alerts/Notifications
  • API
  • Calendar Sync
  • Calendar/Reminder System
  • Campaign Management
  • Cataloging/Categorization
  • Contact Database
  • Contact Management
  • Contract/License Management
  • Customer Database
  • Customer Segmentation
  • Customizable Branding
  • Customizable Fields
  • Customizable Reports
  • Dashboard
  • Data Import/Export
  • Document Management
  • Document Storage
  • Drag & Drop
  • Email Management
  • Email Marketing
  • Email Templates
  • Event Triggered Actions
  • Forecasting
  • Interaction Tracking
  • Internal Chat Integration
  • Lead Capture
  • Lead Distribution
  • Lead Generation
  • Lead Management
  • Lead Nurturing
  • Lead Qualification
  • Lead Segmentation
  • Marketing Automation
  • Opportunity Management
  • Performance Metrics
  • Pipeline Management
  • Project Management
  • Prospecting Tools
  • Quotes/Estimates
  • Real-Time Analytics
  • Real-Time Data
  • Real-Time Reporting
  • Referral Tracking
  • Reporting & Statistics
  • Sales Forecasting
  • Sales Pipeline Management
  • Sales Reports
  • Segmentation
  • Social Media Integration
  • Task Scheduling
  • Template Management
  • Territory Management
  • Workflow Management

Additional Features

  • Appointment Scheduling
  • Assignment Management
  • Batch Processing
  • Business Card/Badge Scanning
  • CRM
  • Call Management
  • Commenting/Notes
  • Commission Management
  • Customer Engagement
  • Customer Service Analytics
  • Configurable Workflow
  • Customer Support
  • Dashboard Creation
  • Data Synchronization
  • Data Visualization
  • Dynamic Modeling
  • Email Response Control
  • Email Tracking
  • Field Sales Management
  • For Insurance Industry
  • File Management
  • For Mac Devices
  • For Small Businesses
  • File Sharing
  • For Startups
  • For iPad Devices
  • Goal Setting/Tracking
  • Graphical Data Presentation
  • Modeling & Simulation
  • Multi-Currency
  • Percent-Complete Tracking
  • Pipeline Reports
  • Project Planning
  • Project Templates
  • Prioritization
  • Project Tracking
  • Project Workflow
  • Proposal Generation
  • Real-Time Notifications
  • Real-Time Updates
  • Recurring Tasks
  • Reminders
  • Reporting/Analytics
  • Role-Based Permissions
  • Routing
  • Sales Activity Management
  • Sales Trend Analysis
  • Search/Filter
  • Self Service Portal
  • Shared Contacts
  • Source Tracking
  • Statistical Analysis
  • Status Tracking
  • Tagging
  • Task Progress Tracking
  • Third-Party Integrations
  • To-Do List
  • Visual Analytics
  • Web Forms
  • Web-based Deployment

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