Insightly : Affordable CRM Optimized for Small Business
Insightly: in summary
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.
Insightly - Insightly: On-site training, support (phone, email, ticket), Tasks and Notes 
Insightly - Insightly: standard advanced encryption (AES), fields, Tasks and Notes 
Insightly - Insightly: support (phone, email, ticket), Task Management & Alerts, Project Planning 
Insightly - Insightly: Contact Management, Basic knowledge (tutorials, demos), Daily Backup 
Insightly - Insightly: Online training (webinar), Secure Sockets Layer (SSL), Conversations and posts 
Insightly - Insightly-screenshot-0 
Insightly - Insightly-screenshot-1 
Insightly - Insightly-screenshot-2 Insightly: its rates
Base
$12.00
/month /user
Plus
$29.00
/month /user
Professionnel
$49.00
/month /user
Clients alternatives to Insightly
This CRM solution offers customizable pipelines, contact management, activity tracking, and seamless integrations to streamline customer interactions.
See more details See less details
Attio enhances customer relationship management through an intuitive interface that supports customizable pipelines tailored to specific workflows. Users can efficiently manage contacts and track activities across different stages of engagement. Its seamless integrations with other tools ensure a smooth flow of information, enabling businesses to maintain focus on building strong relationships. With powerful analytics and collaboration features, organizations can enhance their strategies and improve overall customer satisfaction.
Read our analysis about AttioTo Attio product page
Manage your customer relationships efficiently with this top CRM software. Automate your sales process, track leads and deals, and improve your overall communication.
See more details See less details
This software offers a user-friendly interface and customizable workflows that make it easy to manage your sales pipeline. With advanced reporting features, you can analyze your sales data and forecast future revenue. Plus, its integrations with other tools make it a powerful sales management solution.
Read our analysis about Close CRMBenefits of Close CRM
Designed for salespeople
A multi-channel approach
Intuitive and powerful
To Close CRM product page
Boost your sales productivity with a powerful CRM software. Organize leads, deals, and tasks in one place.
See more details See less details
Get real-time insights with advanced reporting and analytics. Automate workflows and emails to save time and increase efficiency. Streamline your sales process and close deals faster.
Read our analysis about SalesmateBenefits of Salesmate
Prospect and lead management
Sales pipeline and contact tracking
Automate sales and engagement business processes
To Salesmate product page
Appvizer Community Reviews (0) The reviews left on Appvizer are verified by our team to ensure the authenticity of their submitters.
Write a review No reviews, be the first to submit yours.