Insightly CRM
What is Insightly CRM?
Insightly as a simple to use yet powerful CRM system for small business. With integrations to Google Apps, Office 365, MailChimp, and major social media sites; great mobile apps for tablets and smart phones; and easy access to a REST API for custom integration, Insightly is the leading small business CRM.
Insightly CRM Starting Price
$ 0/User/Month/Billed Annually
Our Awards and Recognition
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Key Features of Insightly CRM
Here are the powerful features that make Insightly CRM stand out from the competition. Packed with innovative tools and advanced functionalities, this software offers a range of benefits.
- Document Management
- Email Marketing / SMS Marketing
- Inventory Management
- Marketing Automation
- Project Management
- Territory Management
- Lead Management
- Workflow Management
- Lead Scoring
- Team Management
- Interaction Tracking
Insightly CRM Pricing
Here are the pricing plans for Insightly CRM. Choose the plan that best fits your requirements and budget. Get Detailed Insightly CRM pricing as per your requirements.
- Lead & Sales Management
- Task & Project Management
- Mass Email & Custom Email Templates
- Custom Reports and Charts
- Accounting Integrations
- Free+
- MailChimp Integrations
- Onboarding Sessions
- Calendar & Contact Sync
- Scheduled Reports & Smart Alerts
- Custom Branding
- Slack Integration
- Basic+
- Email Scheduling
- Plus+
- Role-Based Permissions
- Lead Assignment Rules
- Workflow Automation
Insightly CRM Specifications
Get a closer look at the technical specifications and system requirements for Insightly CRM. Find out if it's compatible with your operating system and other software.
Insightly CRM Comparisons
Compare Insightly CRM with other similar options available in CRM Software. Explore the key differences to see why it's the top choice for businesses and individuals.
Insightly CRM Description
Here's the comprehensive description of Insightly CRM. Gain a brief understanding of its unique features and exceptional benefits.
Insightly is a great tool to help small businesses deal with the vital task of managing your leads, contacts, organizations, partners, vendors and suppliers. Using CRM best practices, you can see everything about a lead or a contact — from background, email history and important dates, to any projects or opportunities in which they have participated. With Insightly’s web-based customer relationship management features you won’t miss a beat:
Features:
- Powerful Customer Relationship Management
- Integrated Project Management
- Sales Opportunities
- Reports
- Social CRM
- Go Mobile with the Solution that Works for You
- Powerful Integration with email, Google Apps, Office 365 & More
- Insightly Customer Success: Get By with a Little Help from Your Friends
Insightly CRM Slideshare
Insightly CRM Videos
Overall Insightly CRM Reviews
Thinking about using Insightly CRM? Check out verified user reviews & ratings based on Insightly CRM's features, user-friendliness, customer support, and other factors that contribute to its overall appeal.
Insightly CRM Pros and Cons
"There are many things I found impressive about Insightly CRM, but some of the standouts include its ease of use, flexibility, and robust integration capabilities. The platform has helped my team to streamline sales process and better manage customer relationships. It is a great value for the price, and I have been very pleased with the results."
"If I had to nitpick, I would say that the interface could be a bit more user-friendly. There is a lot of functionality packed into the platform, and it can be overwhelming for users or new team members, who are not familiar with CRM software. However, this is a minor issue and does not impact the overall usefulness of the platform."
Alternatives of Insightly CRM
Explore alternative software options that can fulfill similar requirements as Insightly CRM. Evaluate their features, pricing, and user feedback to find the perfect fit for your needs.
Insightly CRM FAQs
How much does Insightly CRM cost?
The starting price of Insightly CRM is $ 0/User/Month/Billed Annually. It has different pricing plans:
- Free : $ 0/User/Month/Billed Annually
- Basic : $ 864/User/Month/Billed Annually
- Plus : $ 2088/User/Month/Billed Annually
- Professional : $ 3528/User/Month/Billed Annually
- Enterprise : $ 7128/User/Month/Billed Annually
Insightly CRM also provides a free trial to users.
What are the top 5 features for Insightly CRM?
The top 5 features for Insightly CRM are:
- Document Management
- Email Marketing / SMS Marketing
- Inventory Management
- Marketing Automation
- Project Management