- Insightly CRM Review: Our Verdict
- Insightly CRM Review: Who Insightly CRM Is Best For
- Insightly CRM Review: Who Insightly CRM Isn’t Right For
- Insightly CRM Review: What Insightly CRM Offers
- Insightly CRM Review: Insightly CRM Details
- Insightly CRM Review: Where Insightly CRM Stands Out
- Insightly CRM Review: Where Insightly CRM Falls Short
- Insightly CRM Review: How to Qualify for Insightly CRM
- Insightly CRM Review: Alternatives to Insightly CRM
- Insightly CRM Review: Customer Reviews
- Pro Tips
- Recap
Insightly CRM Review: Our Verdict
Introducing the Insightly CRM, a game-changing solution that reshapes the way you do business. This powerful cloud-based platform empowers you to effortlessly import, organize, and track your contacts, leads, and projects.
But that’s just the beginning. Take the reins and streamline your workflows, tasks, and emails, all while tailoring your reports and dashboards to fit your unique needs. And the integration? The best! With seamless connectivity to over 250 apps, including Insightly’s own suite, supercharge your capabilities like never before.
Imagine a smooth sales and marketing procedure plus ideal customer connections and sales funnels for your small to medium-sized organisation,. Take a risk-free trial or choose an economical plan that meets your requirements to see for yourself.
Think about a situation where precision contact management and laser-focused marketing strategies become standard. But as you think about it, compare your workflow needs to the automation boundaries and dashboards of the basic plans.
On a budget? Consider the limitations of the free plan, its record capacity and storage. Lead scoring, social media integration, gamification, and AI are key. Are they what your business needs to succeed? If yes, build an arsenal you can use anytime, anyplace by unlocking premium features.
Take advantage of Insightly CRM’s limitless potential immediately. Seamlessly integrate with third-party apps for a streamlined workflow. Lead your company to unprecedented growth and innovation—conquer the future.
Visit Insightly’s homepage https://www.insightly.com/ to join up for a free trial or a paid subscription and have access to this product. The Insightly CRM app is available on both Google Play and the App Store, so you can access your CRM information from anywhere. If you have any queries or want assistance, do not hesitate to get in touch with their support staff by clicking on the sales inquiry form, or using the online chat feature on their website. You can only call them on send a mail after you subscribe on a paid plan or a premier success plan.
Pros
- Offers a wide range of features, such as contact management, lead management, opportunity management, email marketing, workflow automation, reporting and analytics, and integrations with third-party apps.
- Allows users to track an entire customer journey from lead generation to conversion to retention.
- Helps users create and execute targeted campaigns, segment audiences, and measure performance.
- Has a user-friendly interface and setup process. Users can easily navigate the platform, customize dashboards and views, and import data from other sources.
- Provides implementation support, training resources, and customer service to help users launch and troubleshoot issues.
Cons
- Lacks phone support for its lower-tier plans. Users who need immediate assistance or have complex questions may have to rely on email or chat support, which can be slow or limited.
- Provides workflow automation and customized dashboards only for its higher-tier plans. Users who want to automate tasks, emails, and reports, or create reports and dashboards, have to pay more for these features.
- Has a free plan that is extremely limited on record limit and storage. Users who want to store more data or records will have to upgrade to a paid plan.
- Charges extra for some features that are not in the base plans, such as built-in dialer and call routing.
>>> MORE: Zoho CRM Lead Management Review
Insightly CRM Review: Who Insightly CRM Is Best For
Insightly CRM is best for you if you:
- Operate a small to medium-sized business. Streamline customer relationships, sales pipelines, and projects effectively.
- Require versatility and customization. Tailor the tool to match your unique business needs.
- Belong to various industries. Insightly caters to consulting, education, manufacturing, real estate, technology, and more.
- Desire seamless app integration. Integrate with Gmail, Outlook, Mailchimp, QuickBooks, Slack, and Zapier for enhanced functionality.
- Prefer flexible plans. Choose from different plans and features that align with your budget and requirements.
Insightly CRM Review: Who Insightly CRM Isn’t Right For
Insightly CRM may not be best for you if you:
- Require immediate assistance. If you depend on instant and comprehensive support via phone, note that Insightly CRM’s lower-tier plans lack phone support, potentially leading to delays or restricted assistance.
- Seek enhanced automation and customization. If your workflow demands include automated tasks, emails, reports, or tailored dashboards, take into account that these features are solely available within Insightly CRM’s higher-tier plans.
- Operate on a budget. If you are looking to optimize costs, be aware that Insightly CRM’s free plan comes with notable limitations on record capacity and storage. Consider that additional functionalities, such as a built-in dialer and call routing, require extra charges beyond the base plans.
- Value comprehensive features. If your business relies on lead scoring, social media integration, gamification, or AI capabilities, it’s worth noting that Insightly CRM may lack these features.
Insightly CRM Review: What Insightly CRM Offers
- Contact Management
- Lead Generation and Nurture
- Opportunity Tracking
- Project Collaboration
- Tailored Marketing Campaigns
- Enhanced Customer Service
- Insightful Reporting and Analytics
- Seamless Integrations
- Flexible Pricing Plans
- Optional Add-Ons
Insightly CRM Review: Insightly CRM Details
Contact Management:
- Store, manage, and update all your contacts, leads, customers, vendors, and opportunities in one central hub.
- Track activities, interactions, and history to stay informed and build strong relationships.
- Create custom fields and layouts to capture data that truly matters to your business.
Lead Generation and Nurture:
- Generate and nurture leads from multiple sources like web forms, emails, social media, and referrals.
- Assign leads to the right sales reps and automate follow-up tasks, ensuring no lead falls through the cracks.
- Monitor lead progress, ensuring timely and effective conversion.
Opportunity Tracking:
- Develop and oversee sales pipelines, stages, and forecasts for precise opportunity management.
- Manage opportunities, quotes, invoices, and revenue efficiently.
- Automate workflows, tasks, and communication to streamline your sales process.
Project Collaboration:
- Effortlessly create and oversee projects related to contacts, leads, and opportunities.
- Set project milestones, tasks, dependencies, and deadlines for impeccable project execution.
- Foster seamless collaboration among team members and clients with file sharing and notes.
Tailored Marketing Campaigns:
- Craft and oversee marketing campaigns, landing pages, web forms, and email templates.
- Deliver personalized email campaigns to leads and contacts, analyzing website conversions for optimal ROI.
Enhanced Customer Service:
- Provide exceptional customer service through a dedicated customer portal, enabling ticket submission and knowledge base access.
- Efficiently manage tickets, SLAs, and escalations to ensure customer satisfaction and retention.
Insightful Reporting and Analytics:
- Leverage comprehensive reports and dashboards for in-depth data analysis and valuable business insights.
- Customize reports with a user-friendly drag-and-drop report builder and visualize data through charts and graphs.
Seamless Integrations:
- Seamlessly integrate with essential third-party apps and services such as Gmail, Outlook, QuickBooks, and more.
- Enhance efficiency – connect your CRM with the tools you rely on daily.
Flexible Pricing Plans:
- Free Plan
- Supports up to 2 users and manages up to 2,500 records.
- Access essential features like contact management, lead management, opportunity management, project management, and seamless email integration.
- Plus Plan ($29/user/month, annual billing)
- Enhance your teams’ capabilities, and leverage advanced features.
- Enjoy additional benefits such as custom fields, custom reports, mass emails, efficient workflow automation, and expanded integration options.
- Professional Plan ($49/user/month, annual billing)
- Elevate your operations with expert-level tools and functionalities.
- Unlock advanced features including in-depth reporting, advanced permissions, lead assignment rules, customizable email templates, and enhanced workflow automation.
- Enterprise Plan ($99/user/month, annual billing)
- Optimize your entire workflow with premium benefits for your enterprise.
- Seamlessly handle unlimited records to meet the demands of your expanding business.
- Access advanced advantages, such as heightened security measures, extensive customization options, dedicated support, sandbox testing environment, and a wide array of integration possibilities.
- Optional Add-On
- Take your marketing endeavors to new heights with Insightly Marketing ($299 – $1,299/month), which offers various plans tailored to your marketing needs.
>>> PRO TIPS: Pipedrive CRM Review
Insightly CRM Review: Where Insightly CRM Stands Out
Explore Insightful CRM unique offerings, which include:
- Efficient Contact and Account Management: Centralize your leads, contacts, and accounts effortlessly. Capture vital lead details, monitor interactions, and assign to the right sales team. Oversee opportunities, quotes, invoices, and projects tied to each contact or account.
- Targeted Email Marketing: Power your growth with precision email campaigns. Craft personalized emails using templates or dynamic content. Strategically schedule deliveries and track performance metrics like open rates and click-through rates.
- Enhanced Workflow Automation: Revolutionize productivity with intelligent automation. Design custom workflows using drag-and-drop tools. Set conditions, define rules, and monitor progress. Minimize errors, accelerate scalability, and boost efficiency.
- Insightful Reporting and Analytics: Elevate decision-making with robust insights. Build tailored dashboards and reports featuring charts, graphs, and tables. Export data for deeper analysis. Drive data-driven strategies and optimize outcomes.
- Seamless Third-Party App Integration: Amplify CRM capabilities with app integrations. Sync data across platforms, access CRM within familiar apps, and unlock additional features.
Insightly CRM Review: Where Insightly CRM Falls Short
These are some of the possible shortcomings you might face with insightful CRM:
- Insufficient Phone Support: Users who face issues require immediate assistance, but lower-tier plans lack phone support.
- Limited Workflow Automation and Dashboards: Enhanced workflow automation and customized dashboard are not accessible to all plans.
- Restrictive Free Plan: You need to upgrade the free plan to accommodate higher record limits and storage.
- Additional Feature Costs: Pay extra charges to integrate essential features like Insightly Marketing into base plans.
Insightly CRM Review: How to Qualify for Insightly CRM
To qualify for Insightly CRM, ensure you:
- Have efficient and optimized workflows in place If you’re a small- to medium-sized business aiming to enhance sales and marketing through an intuitive CRM software.
- Possess Clarity and a Team: Have a clear business vision and a collaborative team for effective CRM assessment and implementation.
- Prepare for subscription costs that align with your budget and requirements. Insightly CRM offers four plans: Free, Plus, Professional, and Enterprise. The Free plan covers two users and 2,500 records. The Plus plan, at $29 per user per month, accommodates up to 100,000 records. The Professional plan, priced at $49 per user per month, supports up to 250,000 records. The Enterprise plan, for $99 per user per month, boasts unlimited records.
- Opt for trial or sign-up a free trial or a paid plan directly through Insightly’s official website. Alternatively, access the Insightly CRM app on Google Play or the App Store to manage CRM data on your mobile device.
- Leverage online resources like the help center database, online chat, or social media for Insightly support. Note that for live support options such as email or phone assistance, they may incur additional costs, linked to a paid plan or a premier success plan.
Insightly CRM Review: Alternatives to Insightly CRM
If this product does not suit your needs, try one of these alternatives:
- HubSpot CRM: Turbocharge Your Sales – Unleash the power of HubSpot CRM! Easily manage your sales engagements, configure-price-quote functions, and gain insightful sales analytics. Align sales and marketing with ease using its marketing and customer service hubs. Experience its user-friendly interface, easy setup, and integration with third-party apps. Get started for free, or choose from flexible plans starting at just $30 per month.
- Zoho CRM: Elevate Customer Focus – Transform your organization into a customer-centric powerhouse with Zoho CRM. From contact and lead management to marketing automation and analytics, cover the entire customer journey. Seamlessly integrate with Zoho’s suite of services for a comprehensive solution. Dive in with the free plan, or explore plans from $18 per user per month.
- Pipedrive: Streamlined Sales Excellence – Pipedrive is your go-to web-based sales CRM. Focus on the right deals and actions to drive success. Easily manage sales pipelines, contacts, opportunities, and more. Embrace features like email integration, sales forecasting, and automation. Perfect for remote teams, access your data from anywhere. Start with a 14-day free trial without filling in your credit card details, and choose from plans starting at $11.90 per user per month.
Insightly CRM Review: Customer Reviews
On Trustpilot, Insightly earns an average 3.2-star rating, indicating a mixture of satisfaction and dissatisfaction. Users highlight its user-friendly nature, effective email campaigns, marketing automation capabilities, and adaptability for sales and marketing purposes. However, there’s criticism regarding its deficient customer service, subpar email delivery, cumbersome interface, and absence of free video resources.
Meanwhile, GetApp showcases a higher average rating of 4 stars based on a more substantial 625 reviews. It garners praise for its extensive feature set, covering the entire customer lifecycle encompassing contact and lead management, opportunity tracking, project oversight, marketing automation, customer service, and comprehensive reporting. Nevertheless, limitations emerge, particularly in the free and lower-tier plans. Notable drawbacks include the absence of workflow automation, customizable dashboards, phone support, built-in dialer and call routing, and native email marketing and social media management tools.
>>> GET SMARTER: Salesforce CRM Review
Pro Tips
- Maximize Support Channels: When signing up, consider your need for support. If immediate assistance is crucial, opt for higher-tier plans that offer phone support to avoid delays and get real-time help.
- Unleash Automation Potential: Want to streamline tasks and save time? Choose Insightly CRM’s advanced plans for enhanced workflow automation and customized dashboards. Effortlessly automate tasks, emails, and reports, tailoring your CRM experience to your exact needs.
- Match Budget and Functionality: Make a wise budget decision. Evaluate your storage and record requirements against Insightly CRM’s free plan limitations. If growth is on the horizon, explore paid plans that cater to your expanding data needs.
- Incorporate Essential Features: To maximize CRM efficiency, factor in potential add-ons. Integrate the built-in dialer and call routing for smoother communication, advanced security for data protection, and personalized support for seamless onboarding.
- Consider Comprehensive Alternatives: If certain features are non-negotiable for your business, explore other CRM options. Research alternatives like HubSpot CRM, Zoho CRM, and Pipedrive that offer the functionalities you require.
- Balance User Reviews: When assessing Insightly CRM, delve into both customer review platforms. Gain an all-around perspective to inform your CRM decision and choice.
Recap
Looking for an easy-to-use CRM to handle contacts, leads, and projects? Do you want to tailor reports and dashboards to your needs? Do you want to combine your CRM with 250+ applications like Gmail, Outlook, Mailchimp, QuickBooks, Slack, Zapier, and more? If any of these questions are yes, Insightly CRM is the right option. Insightly CRM allows you import, organize, and monitor contacts, prospects, and projects in the cloud. Simple triggers and actions may automate processes, emails, tasks, and reports. Insightly CRM is perfect for your small business. Try it for free or select a plan that fits your budget and needs.
