Insightly: in summary

Show less

What is Insightly?

Insightly is a lightweight online CRM that meets all the needs of small businesses (VSEs and self-employed entrepreneurs). This solution allows, among other things, to centralize your contacts in one place, and is accessible from any device. Its perfect integration with Google Apps (Gmail, Calendar, Contacts, Drive) makes it an incredibly efficient tool for your internal organization and the management of your external relations.

Insightly also allows you to manage the entire sales chain from lead acquisition to lead conversion and sales opportunity management. The software also offers a very nice interface inspired by Google Apps. The contact profiles are complete and the event management is clear. In the end, you can create marketing campaigns to send personalized emails to your contacts in mass.

Features

Contact and company management
Multi-criteria search, filtering, and segmentation
Viewing of interaction history
Tasks, reminders, and appointments
Customizable pipeline
Automated scoring
Email campaigns (optional)
Email automation
Quotes

Appvizer's opinion

What do we think about Insightly? Insightly is a good CRM software for medium-sized teams that want to streamline and centralize their entire customer relationship in one tool. The numerous integrations allow businesses to set up powerful processes to follow the whole life cycle of their contacts. The statistics and reports are also very complete, as are the configuration options.

For an SME with a sufficient budget, Insightly can be a very good alternative to heavyweights like Salesforce or Hubspot, especially if you are also interested in the Marketing and Customer Service modules.