Insightly CRM Review

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Insightly

Insightly CRM is an online customer relationship management platform that provides businesses with advanced and scalable features to manage and nurture customer relationships at every stage of business growth. It enables teams across the organization to use a single platform for marketing, sales, and service so real-time data is visible and useful to drive business outcomes. The software is easy to adopt, automated, and flexible for different use cases to help users perform effectively.

Table of Contents

Insightly Features and Strengths

Sales Pipeline and Lead Management

Insightly CRM helps users convert leads to opportunities and manage every step of the sales process, from opportunity to close. It has features to capture lead data, qualify and prioritize leads, and distribute leads to sales team members based on custom criteria. It provides a real-time view of all deals.

Lead tracking tools provide users with the information to track, manage, and nurture deals. Insightly’s contact and organization management to view the complete picture, including all contact history, communication, activities, and links. Users also can manage opportunities with customizable pipelines that they can create based on lines of business or product attributes. With better control and insights of opportunities, teams can leverage the pipelines to increase sales.

Workflow and Process Automation

Insightly CRM features allow teams to set up intuitive, automated, and scalable processes so they can close more deals and deliver services faster. Complete workflow automation lets teams automate repetitive, manual tasks and other activities in the CRM. It eliminates the risk of human error, reduces redundant tasks, and frees up team members to focus on leads and customers.

Validation rules ensure that every CRM field and object is accurate and standardized. Thus, teams can be confident that there will be no errors when executing automations. Advanced permissions give teams the right roles and profiles so they can access the data they need to perform efficiently. The CRM also lets users store records for their products, prices, and quotes for easier selling.

Task Management, Project Tracking, Customization, Dashboards, and More

Insightly CRM enables teams to convert opportunities to projects after a closed deal. All details, records, and tasks from the opportunity are visible from the project view. Users can add custom fields and customize page layouts, as well as use pipelines and milestones for cross-team communication.

Users can assign task sequences and events to leads, opportunities, projects, and organizations. They can track project metrics from within the CRM software and add links between contacts and organizations. Customization allows users to have the exact CRM tool for their business without having to pay for costly third-party developers.

Other features of Insightly CRM are email integration and management, customizable data visualizations, and performance dashboards. It has over 40 ready-to-use chart types that teams can use on dashboards and reports. It also has over 100 shareable dashboard cards for custom tracking, measurement, and management of KPIs. The software integrates with many categories of tools and apps through AppConnect. Native mobile apps for iOS and Android are available.

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Insightly Pricing

Insightly CRM pricing is available in several plans, priced per user, and billed annually. A free two-week trial is also available.

  • Insightly’s free-forever plan offers basic features but is limited to 2 users. It is available by request after the end of the trial period.
  • The Plus plan at $29 per user, per month, billed annually includes the core CRM features of a 100,000 record limit, 10GB of file storage, 25,000 records per import, and 2500 mass emails per day. The Plus plan also includes lead management, email templates, and a Kanban view for pipeline management. Other features include contact management, opportunity management, task management, project tracking, mobile apps, dashboards, and custom reports. It also integrates with Google, MS 365, PandaDoc, QBO, and Xero.
  • The Professional plan at $49 per user, per month, billed annually includes a 250,000 record limit, 100GB of file storage, 50,000 records per import, and 5000 mass emails per day. The Professional plan offers everything in the Plus plan, as well as lead assignment and routing, custom queues, 100 custom insight cards, unlimited role-based permissions, custom page layouts, webhooks, workflow automation, and AppConnect integration.
  • The Enterprise plan, priced at $99 per user per month (billed annually) includes unlimited records, unlimited file storage, and 10,000 mass emails daily. It has all Professional plan features, plus unlimited real-time insight cards, audit logging, field-based permissions, calculated fields, products, price books, quotes, custom validation rules, and SAML SCIM SSO.

The Insightly All-in-One suite includes CRM, Marketing, Service, and the AppConnect bundle, with price starting at $349 per month, billed annually.

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Who Uses Insightly?

Insightly CRM is for businesses of all sizes across industries. It is ideal for manufacturing, financial services, marketing agencies, media and advertizing, healthcare, consulting, ecommerce, insurance, professional services, solar energy, and other technology industries. Customers include Brooklyn Outdoor, Sport Court Las Vegas, Spirit Sox USA, Agrando, Knightscope, Tualatin SWCD, Krauss-Maffei, Hurst Review, and PCG Digital.

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Insightly Supported Languages

Insightly CRM supports English, Dutch, Spanish, French, Italian, and Portuguese.

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Case Studies

Keith Gardner is the Vice President of Sales and Marketing for a review company that helps nursing students pass the National Council Licensure Examination [for] Registered Nurses (NCLEX). Using a legacy CRM solution for 10 years, the company’s CRM had become too complex for its sales team, leading to the failure to adopt the system. Instead, they relied more on the marketing team for many activities that could be handed by the CRM. Other limitations were a lack of interface with the website and difficult reporting.

After convincing the C-suite, Gardner and the team switched to Insightly CRM. With the help of Insightly’s professional services, the team transformed the company’s user data into actionable insights, resulting in improved velocity, conversion, and reporting. Now, Gardner can easily provide sales metrics and other data available from dashboards, making reporting seamless.

Jamie Paton is the Director of SEO for a digital marketing agency based in New Jersey. The company specializes in helping car dealerships leverage digital strategies to grow their brands. With a need to overcome data silos from using three separate and disconnected systems, the company started looking for a single system that will help them do what they are doing with three systems.

The company chose Insightly CRM, which would immediately reduce costs by 40 percent. Thorough training and support ensured a seamless transition. With Insightly, Paton and team now have an integrated task management, customizable data fields, and intuitive record management. The company now enjoys increased levels of collaboration and productivity with a lower total cost of ownership.

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Why Choose Insightly?

Insightly CRM streamlines processes as it unifies and organizes company data to serve as a single source of truth. Businesses are able to manage their customer relationships, sales pipelines, and marketing campaigns from a single platform. It eliminates the need for multiple tools and applications, which saves valuable time and boosts productivity. Automation tools, robust reporting, and real-time analytics also increases efficiency to allow teams to focus on building deeper customer relationships.

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Company Info

Insightly Inc., is a privately held software company with head office in San Francisco. It was founded in 2009 by Anthony Smith in Perth, Australia. After identifying a need for a CRM solution focused on small businesses, Smith built the first version of the CRM software as a Google Apps integration. After relocating to San Francisco in 2012 and receiving funding from investors, the company began developing Insightly as an independent CRM tool outside of the Google Apps platform. Today, it provides a CRM software for businesses of all sizes across industries.

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