Insightly: On-site training, support (phone, email, ticket), Tasks and Notes

Insightly

Affordable CRM Optimized for Small Business
Presentation of Insightly

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

Information on Insightly
Software edited by Insightly
Data stored in the following countries: United States of America (USA)
List of the available languages: English
Insightly: On-site training, support (phone, email, ticket), Tasks and Notes
Insightly: On-site training, support (phone, email, ticket), Tasks and Notes
Insightly: standard advanced encryption (AES), fields, Tasks and Notes
Insightly: support (phone, email, ticket), Task Management & Alerts, Project Planning
Insightly: Contact Management, Basic knowledge (tutorials, demos), Daily Backup
Insightly: Online training (webinar), Secure Sockets Layer (SSL), Conversations and posts
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Prices and features of Insightly

Base
$12.00

/month /user

Application Customization

Fields

Collaboration

Conversations and Posts
Note Taking

Communication

Notifications

Process & Workflow

Automatic Actions
Task Management & Alerts
Validation Process
+ 15 other features
Plus
$29.00

/month /user

Application Customization

Fields

Collaboration

Conversations and Posts
Note Taking

Communication

Notifications

Process & Workflow

Automatic Actions
Task Management & Alerts
Validation Process
+ 15 other features
Professionnel
$49.00

/month /user

Application Customization

Fields

Collaboration

Conversations and Posts
Note Taking

Communication

Notifications

Process & Workflow

Automatic Actions
Task Management & Alerts
Validation Process
+ 15 other features

Clients alternatives to Insightly

Customer reviews about Insightly (0)

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Our test on Insightly

Created in 2009 in California, Insightly is an online CRM software for all sizes of companies, and caters to a wide range of sectors: industry, consulting, services, media, technology... Originally, Insightly was a very simple tool, designed to integrate natively with the Google suite. But over time, it has evolved to cover all facets of customer relations within a company: sales, marketing, project management, and service!

Insightly is a SaaS software, accessible from your web browser. You don't have to install anything, and you don't have to worry about hosting.

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Our opinion on Insightly

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.