General information about Insightly
Insightly is an innovative web-based customer relationship management (CRM) software meticulously designed to cater to the needs of small to mid-sized businesses. Its robust capabilities facilitate not just the management of leads and contacts, but also entire projects, making it an effective tool for business growth. Equipped with sophisticated functions such as comprehensive contact management, highly automated workflows, efficient project management, and advanced email tracking, Insightly has emerged as a consolidated solution for businesses aiming to streamline their operations and magnify productivity.
Furthermore, Insightly has extended its reach beyond desktop platforms. A dedicated mobile app for iOS and Android devices ensures that users can conveniently access their data and manage their business operations while on the move. This feature enhances mobility without compromising on functionality, allowing ease of use irrespective of location or time.
In addition, the software bridges the gap between disparate systems by integrating effortlessly with popular third-party applications. Seamless synchronization with email platforms like Gmail and Outlook along with financial software Quickbooks, provides a continuous flow of communication and data exchange across various platforms.
Cumulatively, Insightly offers an affordable and user-friendly CRM software solution. It is impeccably suited for businesses that aim to enhance their customer relationships, accelerate their growth, and streamline their operations. In this highly competitive business environment, Insightly stands as a powerful tool to drive enterprise success.
Take advantage of Secret's marketplace today and discover incredible deals on top-tier SaaS solutions such as Insightly. Leverage our platform to maximize your business potential, save costs, and achieve unparalleled growth.
See alternatives to Insightly like Salesforce Sales Cloud or Pipedrive.
Expert review on Insightly
If you're anything like me, remembering things can be a challenge. That's why I was excited to check out Insightly 🧠
This software is all about project management, with features like task lists, contact management, and pipelines to keep everything organized 📈.
Insightly is a great option for small businesses and startups looking to get organized. With detailed reports and easy integration with other tools, it's a great option for keeping track of a growing business 🚀. And, if you need a bit of help getting started, Secret offers access to SaaS experts who can guide you through the process 👨💼.
Insightly offers a range of paid plans, starting at $29 per month for two users. They also offer a free plan for up to two users, which is a great option for those just starting out. And, with Secret's amazing deals, you can save even more and invest that money into other areas of your business 🤑.
If Insightly isn't quite what you're looking for, there are plenty of other options out there. Popular alternatives include Trello, Asana, and Zoho Projects. And, with Secret's marketplace, you can discover even more SaaS tools and find the perfect fit for your business 🕵️♀️.
- More alternatives to Insightly
Customer Success Manager
What is Insightly used for?
Insightly is a versatile CRM software that serves as a one-stop solution for small to mid-sized businesses. It streamlines operations by managing leads, contacts, and projects in one place, boosting productivity. For instance, a small marketing agency can use Insightly to track client interactions, manage ongoing projects, and automate workflows. Its advanced email tracking feature can help sales teams monitor customer engagement. The mobile app allows businesses to operate from anywhere, anytime. Integration with Gmail, Outlook, and Quickbooks ensures seamless data exchange across platforms. By using Insightly, businesses can enhance customer relationships and accelerate growth while reducing operational costs.Insightly features
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Status tracking
A tool that helps you keep track of the progress of your projects in real-time and identify any potential issues.
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Integrations aplenty
Insightly integrates with a wide variety of tools, including Gmail, Outlook, Slack, and more. Save time and streamline your workflow by connecting all your favorite apps in one place.
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See the big picture
Insightly's reporting and analytics features give you a comprehensive overview of your sales pipeline, team activity, and more. Stay on top of important metrics and measure your success.
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Mobile on-the-go
With Insightly's mobile app, you can work on the go. You can access your contacts, tasks, and projects from your phone or tablet, and never miss a beat while you're out and about.
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Project workflow
A project management feature that allows you to create and customize workflows for your projects.
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Project planning
A feature that allows you to plan, allocate resources, and set deadlines for your projects within a single platform.
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Don't miss a beat
With Insightly's email tracking feature, you can see when your emails are opened and clicked. This lets you follow up with prospects and customers at the right time, and close more deals.
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Teamwork made easy
Insightly helps you manage and collaborate with your team more efficiently. You can assign tasks, share calendars, and track progress all in one place.
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File sharing
A secure way to share and collaborate on project-related files with your team members in one central location.
17 Insightly Reviews
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Stephen Garcia
Insightly's Budget Tracking: A Finance Manager's Delight
As a finance manager, I appreciate Insightly's budget tracking feature. It helped us keep track of our expenses and manage our budget more effectively
July 30, 2024
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Dylan W
Insightly's Ticketing System: A Game-Changer for Customer Service Management
As a customer service manager, I found Insightly's ticketing system extremely helpful. It helped us manage customer queries more effectively and improved our response time
July 22, 2024
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Wayne Rodriguez
Insightly's Reporting and Analytics: Empowering Data-Driven Decisions
As a CEO, I appreciate Insightly's reporting and analytics features. They provide valuable insights into our business performance and help us make data-driven decisions
July 13, 2024
Insightly: Pros & Cons
Pros
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Easy contact and lead management: Insightly provides a user-friendly interface for managing contacts and leads, with interaction organization, reminders and customized pipelines
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Integration capabilities: The software offers integrations with various SaaS tools, such as client emailing, project management, and accounting
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Customization and automation: Insightly provides customization options and automate features to tailor the CRM to your specific needs, like custom fields, workflows, and reports
Cons
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Customer support responsiveness: There are occasional reports of delays and challenges in getting timely customer support from the team
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Limited features in lower-tier plans: Some users have reported that the lower-tier plans have limitations in terms of features and functionality
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Learning curve for advanced features: Insightly’s more advanced features and customization options may require additional training to maximize the potential of the solution
Why is Insightly better than other CRM software?
Insightly has more features than Freshworks: 126 vs 52
Insightly has more options than Freshsales Suite: 126 vs 91
Insightly has more options than noCRM: 126 vs 62
Insightly is better at ease to use than Keap: 4.0 vs 3.5
Insightly is better at value for money than Keap: 4.0 vs 3.8
Insightly has more options than Dynamics 365: 126 vs 113
Insightly is better at number of features than Nutshell CRM: 126 vs 88
Insightly is a better solution for customer support than Workbooks: 4.0 vs 0.0
