insightly
- Can integrate with many third party apps.
- Audience segmentation and campaign accordingly.
- Keeps all clients and prospects information at single place.
- Simple email builder with drag and drop functionality with built in templates.
- Priced more than other tools.
- Might need some more reporting features.
- Look and usability is a bit outdated.
- The creation of email campaigns can be challenging if they become too complex
About insightly
Insightly is one of the world’s best selling CRM software that targets mostly small and mid-sized businesses. It is a cloud based CRM for small businesses and also it offers seperate enterprise level modules for larger companies. Insightly has a huge customer base of over 500,000 users worldwide. Insightly offers customized CRM solutions to companies tailored for their needs, which will enable organization to better manage their workflows.
Insigtly integrates with many third party application like Google Apps, Mailchimp, Microsoft outlook, evernotes and more to be compatible with different environments automates the whole sales process and assign the task to sales persons automatically without any manual intervention. It has intelligent email marketing system, which has customized email templates, classifies the users into groups and send mass emails at once and auto responders to respond automatically. There are many other features like contact management, task management, pipeline management, leads management and much more that business can leverage their power to generate more leads and subsequently brings in revenue to the company.
Pricing
Features
API
Intuitive Visual Board: Drag & Drop Interface,Visual workflow,Template Management
Task Management – Task Planning,Task Scheduling,Task Tracking,
Integration –Third Party Integration, QuickBooks Integration
Contact management:contact history, contact database
Sales Management – Sales Analytics, Sales Forecasting ,Sales Reporting,Sales Tracking
Campaign Management
Notification Management
Duplicate Blocking
Activity Dashboard: Activity Tracking
Call Center Management
Accounting Integration
Access Control
Promotions Management
Lead Management: Lead Assignment,Lead Capture,Lead Distribution,Lead Nurturing,Lead Scoring
Reporting/analytics
Pipeline Management:Pipeline Reports
Contracts, Orders, Quotes, Products, and Price Books
Email Management: Email Distribution,Email Integration,Email Templates,Email Tracking
Reporting/analytics: Sales Analytics
Forecasting/Predictive analytics
Quote Management
Shopping Cart
Duplicate Detection
Electronic Payments
Event Triggered Actions
Follow-up Scheduling
Monitoring
Multi-Campaign
Multi-Channel Marketing
Workflow Management
Follow-up reminders
Sales Territory Management
Pros and cons
- Can integrate with many third party apps.
- Audience segmentation and campaign accordingly.
- Keeps all clients and prospects information at single place.
- Simple email builder with drag and drop functionality with built in templates.
- Priced more than other tools.
- Might need some more reporting features.
- Look and usability is a bit outdated.
- The creation of email campaigns can be challenging if they become too complex
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Benefits
Send emails to targeted audience. Assign leads automatically to sales team. Track the leads with ease.
Segmentation of your customer based on their behavior. Automation of the sales process enable to generate more leads and manage them efficiently Reporting and analytics enable to take accurate decisions
Integration
QuickBooks Salesforce Sales Cloud Slack Xero Zapier Zendesk Constant Contact HubSpot CRM HubSpot Marketing Mailchimp
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FAQ
How does Free trial work?
Insightly offers Free for up to 2 users.
What is Insightly CRM Appliction?
Insightly is a cloud based customer relationship management application that helps businesses in management of sales of new customers as well as already existing customers across all industry domains.
What type of industries does Insightly CRM Application Support?
Insightly CRM targets majorly small and medium businesses. However it has separate module for large businesses.
What languages does App support?
Does App offer an API?
Specification: insightly
| Pricing | ESSENTIALS PLAN |
|---|---|
| Free trial | Yes |
| customer-type | Medium business, Small business |
| Deployment Type | Cloud Hosted, On Premise, Open API, SaaS |
| Device Supported | Android, IOS, Mac OS, Windows |
| Customer support | Email, Phone, Chat |
| Training | Personalized, Live online, Documents, Webinars |
| Intuitive Dashboard | Drag & Drop Interface,Visual diagram Analytics,Template Management,Search Functionality, 360 degree customer view,Custom Landing Pages, Customization Templates |
| User Role Management | No |
| Task Management | Task Planning,Task Scheduling,Task Tracking |
| Email Marketing Management | Email Distribution,Email Integration,Email Templates,Email Tracking,Auto Responders, Email notifications |
| Contact management | contact history, contact database, segmentation |
| Lead Management | Lead Assignment,Lead Capture,Lead Distribution,Lead Nurturing,Lead Scoring |
| Sales Mangement | Sales Analytics,Sales Forecasting,Sales Integration,Sales Orders,Sales Reporting,Sales Tracking |
| Quotes/proposal management | Yes |
| Reporting/analytics | Sales Analytics |
| Forecasting | Yes |
| Meeting Management | No |
| Document Management | File storage , File sharing and File Sync |
| Workflow Automation | No |
| Multicurrency | Yes |
| Status Tracking | No |
| Calendar Management | Yes |
| Pipeline Management | Pipeline Reports |
| Integration | Third Party Integration, QuickBooks Integration |
| Territory Management | Yes |
| Follow-up reminders | Yes |
| Order Management | Order Processing,Order Tracking |
| Opportunities and quotes | Yes |
| Data Storage Management | Data Synchronization,Data Import/Export |
| Case Management | No |
| Campaign Management | Campaign Analysis,Campaign Planning,Campaign Scheduling,Campaign Segmentation |
| Visitor Management | Visitor Tracking,Visual Analytics |
| Promotions Management | Ye |
| Referral Tracking | Yes |
| Inventory Management | Yes |
| other features | Real Time Reporting,Recurring Billing,Reminders,Reporting & Statistics, |
| Quote Management | Yes |
| Performance Report | Yes |
Videos: insightly
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