About `Insightly
Insightly is a CRM software from Insightly that provides tools for managing customer relationships and project management. It includes features for contact management, project tracking, and task assignment so users can efficiently oversee sales pipelines and team collaboration. Insightly also supports integrations with various applications, enabling users to consolidate their workflows in one platform. Additionally, it offers reporting and analytics for better visibility into performance metrics. Users can create custom dashboards for tailored insights and automate routine tasks to save time. Key capabilities: contact management project management task assignment reporting integrations Best for: small to medium-sized businesses that need a comprehensive solution for managing client interactions and projects.
Insightly CRM is an affordable and scalable cloud platform designed for growing businesses seeking a comprehensive customer relationship management solution. It offers a broad set of features, from pipeline management and lead tracking to workflow automation and project tracking, all housed within an intuitive, user-friendly interface. The platform can easily be customized to match unique business processes, making it flexible for various industries such as retail, real estate, professional services, and healthcare. Its AI-powered updates and automation tools empower teams to work smarter, close deals faster, and deliver excellent customer experiences. The platform supports deep integrations with essential business tools such as QuickBooks, Xero, Shopify, and social media networks, enabling a unified ecosystem for sales, marketing, and customer service. Compatibility across desktop browsers and mobile apps for Android and iOS ensures users can manage their contacts, opportunities, and projects no matter where they are. Insightly’s core functionalities include strong pipeline management, detailed contact and communication histories, automated workflows, product quoting, and real-time reporting—with dashboards customizable to track KPIs and business metrics.
Pros & Cons
- +User-friendly and intuitive interface
- +Easy contact and communication management
- +Strong collaboration features (e.g., App Connect)
- +Seamless integration with tools like Outlook, Google, AutoCAD
- +Good customization with fields and tags
- +Web-based, no downloads required
- +Helpful for tracking tasks and opportunities
- −Interface can feel cluttered or outdated
- −Complex setup for new users
- −Limited field caps and customization in custom objects
- −Automation issues (failures, delays, overlap)
- −Difficult reporting setup
- −Poor account closure experience and spam complaints
- −App Connect is powerful but expensive and needs specialist help
Features
Key features
- 1. Sales Pipeline & Lead Management
- Start acting on leads, create opportunities, and track deal stages in real time for faster sales closure.
- 2. Automation of Business Processes
- Automate repetitive tasks, reminders, onboarding, and workflows to increase productivity and reduce errors.
- 3. Data Validation & Permissions
- Ensure data quality and access control with validation rules and role-based permissions for accurate and secure data handling.
- 4. Quotes & Product Management
- Create, customize, and send quotes directly from opportunities, manage products and price books efficiently.
- 5. Project & Task Management
- Convert opportunities into projects, assign tasks, collaborate across teams, and track milestones for smooth transitions.
- 6. Customer Relationship Insights
- Build a single source of truth about each customer, improving communication and service delivery.
- 7. Customizable CRM
- Tailor the system’s fields, layouts, and processes to match your specific business needs without requiring third-party developers.
Additional features
- 1. Contact & Lead Management
- Consolidate customer data, track interactions, and prioritize leads for effective outreach.
- 2. Real-Time Dashboards & Reports
- Visualize business KPIs and metrics to make informed decisions promptly.
- 3. Automation & Workflow Orchestration
- Automate email campaigns, task reminders, and customer onboarding for efficiency.
- 4. Quotes & Pricing Management
- Generate branded quotes, configure pricing, and track deal progress seamlessly.
- 5. Project & Milestone Management
- Convert closed deals into projects, set milestones, and coordinate team efforts easily.
- 6. Customer Communication History
- Capture and access all email, call, and interaction logs to know every touchpoint.
- 7. Validation & Permissions
- Maintain data integrity and role-based access control for secure operation.
- 8. Multi-Channel Integration
- Sync emails, social media, web forms, and customer portals into the CRM.
- 9. Custom Reports & Analytics
- Create dashboards reflecting the most relevant KPIs for your team.
- 10. Mobile Access
- Manage contacts, opportunities, and projects from Android or iOS devices remotely.
Pricing
Monthly plans
Plus
USD 29
Professional
USD 49
Enterprise
USD 99
Countries & Languages
Interface languages
Billing currencies
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About `Insightly
Insightly is a CRM software from Insightly that provides tools for managing customer relationships and project management. It includes features for contact management, project tracking, and task assignment so users can efficiently oversee sales pipelines and team collaboration. Insightly also supports integrations with various applications, enabling users to consolidate their workflows in one platform. Additionally, it offers reporting and analytics for better visibility into performance metrics. Users can create custom dashboards for tailored insights and automate routine tasks to save time. Key capabilities: contact management project management task assignment reporting integrations Best for: small to medium-sized businesses that need a comprehensive solution for managing client interactions and projects.
`Insightly Details
`Insightly's In-App Market Place
Does `Insightly have an in-app market place?
Yes
How many Mini-Apps in the marketplace?
1
Mini Apps
NA
Pricing Options
Plans
Monthly plans
Plus
USD 29
Professional
USD 49
Enterprise
USD 99
Accepted Payment Currencies
USD ($), EUR (€), GBP (£), AUD (A$), CAD (C$), JPY (¥), CHF (CHF), NZD (NZ$), SGD (S$), HKD (HK$), CNY (¥)
Pros & Cons
- User-friendly and intuitive interface
- Easy contact and communication management
- Strong collaboration features (e.g., App Connect)
- Seamless integration with tools like Outlook, Google, AutoCAD
- Good customization with fields and tags
- Web-based, no downloads required
- Helpful for tracking tasks and opportunities
- Interface can feel cluttered or outdated
- Complex setup for new users
- Limited field caps and customization in custom objects
- Automation issues (failures, delays, overlap)
- Difficult reporting setup
- Poor account closure experience and spam complaints
- App Connect is powerful but expensive and needs specialist help
`Insightly's Support Options
Email Address
sales@insightly.com`Insightly's Alternatives
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