Insightly is a customer relationship management (CRM) platform with marketing automation and project management features. The unified platform enables companies to keep all data for sales, marketing, and customer service teams safe in a single place. For users looking for Insightly alternatives, other CRM solutions more suitable for their needs are available.
Table of Contents
- Insightly Alternatives: What to Look for
- Top Software Alternatives to Insightly
- What Is Insightly?
- Ready to Try an Insightly Alternative?
Insightly Alternatives: What to Look for
Insightly is CRM software that provides a platform for teams to capture, manage, and gain insight from customer data and interactions. Teams in search of Insightly CRM alternatives should itemize and assess each feature offered to check if that feature will help them learn more about their customers.
- Ease of setup and use
- Responsive customer support
- Lead management and other sales CRM tools
- Quick access to centralized information
- Email integration
- Project management tool integration
- Automated data tracking for real-time updates
- Workflow automation and customization
- Information organization through links, labels, and task dependencies
- Easy integration with external systems and services
- Multiple work views, customizable dashboards, and flexible reporting tools
- Mobile apps
- Compliance to security standards and data privacy
- Scalable pricing plans
Top Software Alternatives to Insightly
Insightly CRM software helps companies align their teams around a single source of customer information. But users looking for Insightly alternatives to better manage their enterprise, software development, or construction projects should check out our top software recommendations.
What Is Insightly?
Insightly is a cloud-based platform for businesses of all sizes that brings together CRM, sales automation, marketing automation, and project management in one application. It offers several products on top of the platform, so companies purchase only the tools they need.
With Insightly, Sales teams can reach their customers wherever they are in the sales pipeline. Marketing teams can attract customers with email marketing and other automation tools. Customer service teams can solve tickets quickly and create sales opportunities using the same CRM tool.
Insightly CRM software enables users to build lasting relationships with customers. Using a tool that can seamlessly convert a deal into a project, businesses ensure that what teams sell to customers truly gets delivered. It provides a rich feature set that allows a user to set milestones, clarify details, check inventories, and assign tasks automatically. Custom project dashboards let users track progress in every stage using a web browsers or mobile apps.
Ready to Try an Insightly Alternative?
Unified CRM platforms with integrated sales, marketing, customer service, and project management apps like Insightly give users multiple software capabilities in a single tool. Users in search of suitable Insightly CRM alternatives should check out our recommended picks today.