Insightly: CRM and project management for growing businesses

What is Insightly?

Insightly is a cloud CRM software that helps you get organized and efficient. It has a range of tools to help with sales and marketing :

• Cloud so your team can work from anywhere
• Marketing tools to help with campaigns
• Marketing automation to grow your business
• Sales Features

The software lets you contact prospects at the right time to convert : organize business processes, improve team efficiency, connect different departments and get insights into campaign and sales performance

By combining all these Insightly is a tool for businesses to manage their customer relationships and business performance.

Insightly Features

1. Import Data

Insightly makes importing data easy. The software has multiple options to import from, including Excel files, Google Workspace, Microsoft Outlook, Act! Premium and Mailchimp.

Importing is easiest with CSV files. Insightly recognizes most fields correctly so it’s super easy. This is a big differentiator for Insightly from the competition and a better user experience from the start.

2. Contacts and Organizations

Managing contacts and organizations in Insightly is structured and connected. The software has:

• Tags for quick categorization
• Automatic linking between contacts and companies
• Detailed view including related activities and timeline

This allows for easy monitoring and a clear view of all the entities in your database.

3. Leads

Insightly has a clear separation between leads and contacts, which Onpipeline and Salesflare don’t. This allows for better sales process management.

Leads only become contacts after they are qualified so you have a clear view of your sales pipeline. You can add notes, files and share leads with other team members so it’s easy to collaborate and follow up.

4. Task and Opportunity Management

Insightly has tools to organize and monitor your activities.

• Task assignment and tracking
• Link between tasks and opportunities
• Calendar view with Google Workspace or Microsoft Exchange integration
• Detailed opportunity management with pipeline progression

The connected data makes daily management easier and the team more efficient.

5. Email collaboration

Insightly’s email feature allows you to communicate directly from the platform. You can send emails from Insightly, something some competitors can’t.

The software has customizable (but basic) email templates. Although limited, it’s a good integration for customer and prospect communication.

6. Reports and dashboards

Insightly has tools for data visualization and reporting to help you make decisions. Features:

• Predefined reports
• Export to Microsoft Power BI for further analysis
• Customizable dashboards with visual editor

While creating new reports is limited, exporting to Power BI makes up for it and gives you advanced analytics.

7. Integrations

Insightly integrates with many third party tools so it’s more flexible and useful. Integrations:

• Office suites (Microsoft Office 365, Google Apps)
• Accounting tools (Xero, QuickBooks)
• Marketing platforms (Mailchimp)
• Communication tools (Slack)
• Cloud storage services (Dropbox, Google Drive)

And with Zapier you can connect to over 1,500 more apps so Insightly is very adaptable to any work environment.

Customer Support

Insightly has customer support to help you get the most out of your CRM. This is available in:

• Expert Guidance : Specialized support to answer all your questions and help you optimize your CRM usage.
• Success program : Coaching, support and training to ensure you succeed with Insightly CRM.

Insightly also has a knowledgebase with help articles on CRM features and best practices.

Insightly’s customer support is proactive:

• Personalized support that adapts to your business growth
• Regular updates to improve your performance
• Technical solutions to all your technical challenges

For advanced users Insightly has Premium Support with one-on-one training and technical deep dive.

Insightly pricing

Insightly has pricing plans to fit any size of your business, whether CRM, marketing, app integrations, customer support or everything.

1. Insightly CRM

Sell smarter, grow faster and build lasting customer relationships with Insightly CRM.

• ‍Plus : $29/user/month.‍
• Professional (Most popular): $49/user/month.‍
• Business : $99/user/month.

Insightly CRM has a price range to suit your customer management.

2. Insightly Marketing

Grow faster by attracting and engaging your ideal customers.

• ‍Plus : $99/month.‍
• Professional (Most Popular) : $499/month.‍
• Business : $999/month.

Insightly Marketing is for targeted marketing.

3. Insightly AppConnect

Connect Insightly to all your business apps.

• ‍25K Plan : $249/account/month.
• ‍100K plan : $799/account/month.
• ‍500K Plan : $3,499/account/month.

AppConnect makes integrations easy, so your workflow is smoother.

4. Insightly Service

Optimize your customer interactions with productivity solutions.

• Plus : $29/agent/month.
• Professional : $49/agent/month.
• Business : $99/agent/month.

Insightly Service delivers customer satisfaction through solutions.

5. Insightly All-in-One

Save big with this bundle.

• Plus : $349/month.
• Professional : $899/month.
• Business : $2,599/month.

Insightly All-in-One is the full package for the ultimate user experience.

Each Insightly solution is designed to cater to specific needs so every business can find the right fit for them.

Insightly alternatives

Looking for more robust than Insightly?

Check out some of the most popular CRMs on the market that might suit you:

1. PipeDrive

Turn your sales strategy into a machine.

For sales management.

Features

• Visual pipeline management for monitoring.
• Sales automation to boost productivity.
• Email tracking to optimize customer communication.
• Integrated calls for seamless interaction.
• Analytics and reports to strategize.

Pricing

• Essential: $12.50/user/month
• Advanced: $24.90/user/month
• Professional: $49.90/user/month
• Enterprise: $99/user/month (min. 10 users)

Compared to Insightly, PipeDrive is more sales focused and has a super simple interface.

2. HubSpot CRM

Convert more and simplify your strategy.

All-in-one platform for your CRM needs.

‍Features

• Attribution and follow-up so you don’t miss any opportunity.
• Workflow management.
• Email marketing to reach a large audience.
• Integrates with your favorite tools.

Pricing

• Free for all.
• Paid extensions start at $50/month.

Compared to Insightly, HubSpot CRM is a full and scalable solution for those who want to get started for free.

3. noCRM.io

Get into a collaborative CRM experience.

For those who put task management and team sync first.

Features

• Kanban task management.
• Forms integration for easy capture.
• Customer database always up to date.
• File sharing for smooth collaboration.

Pricing

• Basic: $24/month
• Standard: $30/month
• Pro: $48/month
• Business: On request.

Compared to Insightly, noCRM.io stands out with its collaboration and innovative task management.

Choosing the right CRM is up to your needs and the direction you want to take your business.

FAQs

What is Insightly’s customer support?

Insightly’s support is great, rated 4.5/5 by The Ascent. Besides the support team, Insightly has a help center, community and webinars to help you out.

Is Insightly cloud-based?

Yes, Insightly is cloud-based. This means your sales team will always be up to date on each lead’s status, no more uncertainty about the latest interactions and a relevant approach to each interaction.

Conclusion

Insightly is a CRM for SMEs, with flexible solutions for size and industry.

Compliant with international standards, data is secure but tracking technologies can be a concern.

As for alternatives, PipeDrive, HubSpot and noCRM.io are other options to consider, so be sure to check each one out.

In summary, Insightly is a good choice for SMEs, but check out alternatives.