Insightly CRM Review: Our Verdict
Insightly CRM is a platform your business can consider when seeking advanced project management tools, extensive integration capabilities, workflow automation, and reporting tools.
The platform is very user-friendly and has a wide collection of features, making it ideal for you, especially if you’re new to CRM. Here you have a platform that offers versatile CRM with a strong emphasis on project management. However, if you seek scalability and above-average customer support, Insightly might not be right for you. Also, keep in mind that the platform is ideal for small to mid-sized businesses.
To learn more about this platform, you can use the following communication channels:
Insightly
Corporate Office
680 Folsom St #550, San Francisco, United States.
Email: [email protected]
Phone Number: No phone support.
Website: www.insightly.com
Pros
- Helps you manage projects, contacts, and leads—on any plan.
- Provides amazing integrations with third-party applications, allowing you to improve your business functions.
- Has workflow, tasks, and email automation you can use anytime.
- Offers bulk emailing on all the plans, isn’t that cool?
- Delivers a mobile app, giving you access to its features on the go.
- Allows you to customize your dashboard on two plans only.
- Has a Live Chat option for your communication needs.
Cons
- Offers no phone support for you on the free plan.
- Gives you limited features on the free plan.
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Insightly CRM Review: Who Insightly CRM Is Best For
Use Insightly CRM for your business if you:
- Run a Mid-sized Business: Consider Insightly if your business has 10-50 Employees. This is specifically important if you need a flexible, easy-to-use platform to streamline your operations, without needing larger CRMs.
- Rely on Google Workspace: Suppose your business relies heavily on Google Workspace or Microsoft Office, Insightly’s deep integration with these tools can be extremely beneficial for you.
- Do a Lot of Bulk Marketing: If your business has a sales team that does bulk marketing, you can use Insightly to your advantage. With its bulk email solution, you can market your products or services to a wide range of people without undergoing the one-on-one product marketing style.
- Need Project Management Solution: Beyond using Insightly CRM for the sales funnel, there’s more you can do with the platform. The platform allows you to manage projects by leveraging several available tools and features to streamline the entire process.
Insightly CRM Review: Who Insightly CRM Isn’t Right For
Don’t consider Insightly CRM for your business if you:
- Need a Robust-free CRM: While Insightly offers a free version of its CRM solution, the plan limits your access to more tools. If you’re seeking a free CRM solution that offers robust solutions, you can look elsewhere.
- Want a Cheap CRM Solution: Understand that Insightly’s CRM solution can be pricey. This is true especially when seeking additional features and integrations. If you’re on a tight budget and want something cheap or free, you may have to source for other platforms.
Insightly CRM Review: What Insightly CRM Offers
Features: Insightly offers a variety of features where you can build and convert sales pipelines. Its CRM features include sales pipeline and lead management, sales lead tracking, and opportunity management. You can find productivity tools like business workflow and process automation, validation rules, and advanced permissions. You can’t afford to miss its products, price books and quotes, project and task management tools, customer email management, and lots more.
Pricing: Insightly offers three pricing plans for its CRM solution—excluding the free plan. You have the Plus plan which costs $29/user/month. Next is the Professional plan priced at $49/user/month, and the Enterprise plan at the cost of $99/user/month. Remember that all the paid plans are billed annually, and offer a free 14-day trial, excluding the Enterprise plan.
Integration: Insighly offers seamless integrations with all your tools. You can choose from its array of integration tools categories, such as AI/Machine Learning, DevOps/IT, Product/Project Management, Collaboration, Finance and Accounting, Productivity, HR, Customer Service, and more. You have access to over 2,000 integration options. Keep in mind that prices for integrations differ from the prices for CRM solutions. For instance, if you want to integrate with AppConnect, expect to pay from $249/account/month up to $1,899/account/month.
Resources: The platform offers useful resources you can leverage to grow your knowledge about CRM. Get access to useful materials such as blogs, on-demand demos, press releases, customer stories, webinars, ebooks, and more. Each of these resources is curated to enable you to get properly acquainted with the platform and understand how the system works.
Insightly CRM Review: Insightly CRM Details
Sales Pipeline and Lead Management: With Insightly, you can begin to act on leads and build opportunities to scale your business. You can do that by capturing important details about every lead you have. Set criteria where you can prioritize and distribute leads, and empower your team to know where each deal stands in real time.
Sales Lead Tracking and Opportunity Management: This feature helps you to track, manage, and nurture deals by taking advantage of your pipelines. It allows you to gather insights into the major factors that accelerate your business, and the risks you should avoid. You can also customize your pipelines to manage opportunities, to drive more sales.
Business Workflow & Process Automation: Sometimes, you find yourself repeating tasks…it can be tiring most times. So what’s the remedy? Automation! Insightly’s business workflow and process automation streamline your business operations by taking care of manual tasks. That way, you eliminate the tendency of human errors, and reduce the number of manual tasks and processes. This feature also provides reminders, onboarding stages, and more.
Validation Rules & Advanced Permissions: You can increase your business’ CRM value by updating your business-critical field with validation rules. The feature also ensures that your business is data-compliant. Insightly also handles all your data to ensure that the right people have suitable access at all times.
Products, Price Books & Quotes: Insightly helps you to create a comprehensive record of what you offer, and makes it simple to close deals. You—and your team can add the right product at the right time, and at the right price, so it can get to the right people. Get opportunity records and develop deal velocity, configure and price quotes and keep track of the status.
Projects and Task Management: This feature helps you to manage projects and complete them ahead of time. It helps you to convert opportunities to projects—right after the deal is closed. You can also enhance communication across your team and customize every project with tailored files. That way, you can foster great outcomes for your customers.
Customer Relationship Management: This tool helps you to take your customer relationships seriously. Did you know, in business, that relationships are everything? That’s just the truth. With this feature, you can simplify communication silos, and create a single source of information. This way, you can enhance your business processes, and improve the experience you deliver.
Customer Email Management: With Insightly, you can track and manage each customer communication, giving your team complete visibility across every email a customer interacts with. Besides, wouldn’t you like to drive deals by tracking each customer’s communication route? For one, you would.
Performance Dashboards and Reporting: Did you know you can develop customizable charts around your unique KPIs? Well…you can. That way, your key metrics are visible at a glance. If you’re on the Professional plan, you can create up to 100 shareable dashboard cards. On the other hand, you can create an unlimited number of cards when you subscribe to the Enterprise plan.
Insightly CRM Review: Where Insightly CRM Stands Out
When considering a CRM solution to purchase, pay attention to several factors—including its strengths. It might interest you to know that Insightly kinda does pretty well in a couple of areas. Read on to find out more.
Bulk Email Solution: Insightly offers you bulk email capabilities. That means you can send countless emails to several people on the spot. You don’t have to send emails individually, day in and day out. That can be tough for you. Each email addresses the reader as though the mail was written specifically for him or her.
Mobile App: You don’t have to be on the web browser to access Insightly’s CRM features. The platform provides a mobile application for you, whether you’re using an iOS or an Android device. Depending on the type of gadget you’re using, rest assured, you can access CRM features on the go.
Excellent Integrations: You can seamlessly integrate with a variety of third-party platforms, giving you better flexibility. You can connect with tools like Asana, Calendar, and 2,000 other similar business tools to reduce the stress of moving back and forth between applications. Your HR team, for instance, can integrate with ADP to streamline your payroll processes.
Insightly CRM Review: Where Insightly CRM Falls Short
No Phone Support: If you prioritize getting in touch with customer support via phones, Insightly CRM might seem a bit disappointing to you. Currently, the platform has no provision for you when it comes to accessing phone support on the free plan. You can communicate through emails or live chat. Otherwise, upgrade to a paid plan or simply look for other CRM options to work with.
Limited Features on Free Plan: If you’re on a tight budget, but need a robust set of free tools, you can ignore Insightly. The platform is stingy with its features on free plans. For instance, you can’t find phone support or workflow automation except on the paid plans.
Insightly CRM Review: How to Qualify for Insightly CRM
To access and maximize the tools and features Insightly CRM comes with, your business should ideally meet certain criteria. Read on to find out more.
- What’s Your Business Size? This is a crucial question in your preparation to purchase a CRM solution. Remember that Insightly is specifically suited for you if you run a small to medium-scale business. You can find Insightly very beneficial if you run a team of 10-50 employees.
- Spell Out Your Integration Needs: Just so you remember; Insightly offers extensive integration capabilities. If your business depends on Microsoft Office 365, Google Workspace, or other popular apps, Insightly might be your right option.
- Define Your Budget: You need to know how much you’re willing to invest in purchasing a CRM solution. That means, knowing what features to include in your stack, and the ones to remove. If you’re on a tight budget, you can opt for the free plan until you’re financially buoyant enough to upgrade to a paid plan. The goal is to not pay for features that are not relevant to your business.
- Sign UP for an Account: You need an Insightly account to access its products and services. Simply click on “Try CRM for free” and choose the available registration options. You can sign up with Google, or Microsoft, or simply enter your email address, and follow the command prompt.
- Choose a Plan: When it comes to pricing, Insightly begins with a free plan. That’s where you’ve gotta try your hands on the platform, to see how it works. Aside from its free plan, you can choose from any of its 3 paid plans with prices starting at $29/per user/month.
Insightly CRM Review: Alternatives to Insightly CRM
Insightly CRM
Prioritize Insightly if you need advanced tools for managing your business projects. The platform is especially suited for you if you run a small to medium-scale business. You can access a wide range of integration tools so you can streamline your business operations. The platform comes with an easy-to-use interface, and customization capabilities, giving you a personalized experience.
When it comes to pricing, Insightly offers three price plans in addition to a free plan. You can access its paid plans starting at $29/user/month up to $99/user/month. You also have a free trial in some selected plans.
Sugar Sell CRM
Sugar Sell CRM comes with robust sales automation and customer relationship management tools you can use to streamline your business operations.
The platform is best suited for you if you run a small to mid-sized business. You can also access comprehensive, scalable, and customizable CRM solutions.
For prices, you have four tiers you can choose from. Its prices start at $19/user/month and up to $135/user/month. Your plan subscription is billed every year. Be aware also, that the platform offers a demo where you can learn the bits and pieces of how the platform works through the help of an agent.
HubSpot CRM
Use HubSpot for your business if you’re seeking a cloud-based CRM solution with which you can strengthen your inbound marketing strategy, foster sales, and get maximum ROI.
The platform offers a demo, and a free version of its software—allowing you to have a feel of what the platform offers. You have different price tiers to choose from. Currently, you can access prices starting from $800/month up to $3,600/month. This platform can be expensive for you, especially if you’re on a tight budget.
Insightly CRM Review: Customer Reviews
On PCMag, Insightly has a 4.0 out of 5-star rating, while scoring 3.9 out of 5 stars on Forbes. On Gartner and G2, however, Insightly scores 4.2 out of 5 stars stemming from 707 and 897 users, respectively.
From all indications, you can tell that customers—above average—are happy with the solutions Insightly provides. This means that the platform is recommendable and worth your time and money. But again, make sure your needs and budget align with what the platform offers so you can get the value for your money and time.
Pro Tips
- Understand the dashboard and master how it works to display the most relevant information at a glance.
- Don’t spend time repeating tasks; simply automate the entire process to save time and reduce errors.
- Take advantage of the platform’s project management features to assign tasks, manage deliverables, and track project timelines.
- Integrate with relevant apps to ensure the flow of data across your business processes.
- Don’t neglect email marketing tools.
- Tailor your sales pipeline to show the different stages of your sales process.
- Avoid cluttering your CRM data by cleaning and updating your CRM data.
- Use reports to monitor our performance, project progress, and customer engagement.
- Leverage the available mobile application.
Recap
You have seen so far that Insightly is a great choice if you’re seeking advanced project management and extensive integration functionalities. The platform is ideal for you if you run a small to midsize enterprise. Particularly, if your team is between 10-50 employees. It offers you a free plan and 3 paid plans you can choose from. Mind you that the free plan has no phone support and workflow automation.
With all that has been said, the ball is in your court. Decide if you’re cool with what Insightly has to offer or if you’re considering alternative solutions.
