Insightly stands out as a versatile and powerful CRM tool, adept at capturing and managing leads through every stage of the sales process. With Insightly, users benefit from comprehensive contact management capabilities, enabling them to effortlessly track essential lead information, including details derived from emails. The platform's seamless integration with popular cloud storage services like Dropbox, Box, Google Drive, and Microsoft OneDrive simplifies file uploads, ensuring a hassle-free experience. Beyond its CRM functionalities, Insightly features an inbuilt project management system that allows for continuous workflow monitoring and timely content publication. Its adaptability makes it an ideal choice for various sectors including accounting, construction, education, health, and real estate, solidifying its position as a fundamental tool for businesses aiming to streamline their operations and enhance productivity.
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Pricing
SW Score Breakdown
Platforms Supported
Organization Types Supported
API Support
Modes of Support
Unique Features
Advanced Automation
Allows for building smart automation for repetitive tasks, enhancing efficiency and consistency.Omnichannel Customer Engagement
Unified management of customer interactions across multiple channels, including web, mobile, and social media.Predictive Analytics
Advanced analytics for predicting customer behavior and sales opportunitiesIoT Integration
Leveraging Internet of Things devices for enhanced data collection and analysisCustomization
Helps to customize the system for use in industry-specific use casesAI Assistant
AI Assistant helps you provide information and perform specific tasks to significantly improve your success rate. It can perform one or many tasks like analyzing your deals, contacts, and emails, generating the perfect email, and more.Standard Features
Real-time Data Sync
Allows to synchronize with other systems for up-to-date information across platformsCustomer Segmentation
Helps to segment contacts and customers into groups based on various criteria such as demographics, behavior, purchase history, hottest leadsOpportunity Management
Opportunity or Pipeline Management allows tracking and managing sales opportunities, including stages of the deal, probability of closing, and associated activities throughout their lifecycle.Sales Force Automation
Streamlined management of the sales cycle from lead to closeTerritory Management
Helps to assign, manage sales territories and conveniently track their progressReporting (Analytics)
Provides insightful reports and important business metrics to track and measure the outcomes and progress.Order Management
Helps tracking, monitoring, supervising, and meeting deadlines concerning ordered goods in an automated and systematic wayCollaboration Tools
Interactive tools meant to make the application highly collaborative and encourage teamworkLead Management
A systemized and organized way of managing all your leads and their conversation.Quotes (Proposals)
Create effective sales proposals by generating multiple quotes per opportunityList Management
Enables management of multiple lists and communications with themCustomer Support
Ensures after-sales interactions with your customers and solve queries related to your products and servicesMarketing Automation
Develop customer relationships, automate marketing programs and measure your marketing ROIReferral Tracking
Track and manage your referred customers.Project Management
Helps in managing the projects necessary for streamlining and enhancing the customer relationship management tasks.Lead Scoring
Lets you manage your prospective leads by scoring them on the basis of their response.Product Catalog
Lets your sales representatives, as well as customers, view details and prices of each product.Call Logging
Call Logging helps to register call details such as call duration, date and time of calls, notes, etc.Contact Management
Organizing customer data in a centralized location and handling contact details, demographics, transactions, etc.Document Management
Ability to store and manage various information and documents in electronic format.Dedicated Phone Line Integration
Incorporating dedicated phone lines for customer support and sales, enabling direct communication and call trackingWebsite Visitor Tracking
This feature allows you to analyze and understand the behavior of your website visitors.Lead Nurturing
Timely following up with your leads in order to convert them into a prospective customer.Lead Management
A systemized and organized way of managing all your leads and their conversation.Landing Pages
Enables you to create an attractive platform where your subscribers will be directed to upon clicking on a link in the emailEmail Drip Campaigns
An email drip campaign helps you automatically send a series of emails at regular intervals.Channel Management
It is the process that assists businesses to develop various marketing strategies and techniques in order to reach out to the potential customer base as much as possible.Campaign Segmentation
A feature that helps to acquire more leads by evaluating anonymous website visitors along with their buying needs, preferences, and loyalty.Analytics (ROI Tracking)
ROI (Return on Investment) evaluates the profitability of your expenditure on a marketing program and identifies the most effective campaigns to drive revenue.Multivariate Testing
Allows testing different variations of multiple webpage elements to find the best one among themLead Scoring
Lets you manage your prospective leads by scoring them on the basis of their response.Timeline View
Allows to plan and prioritize and visualize tasks in a GANTT chart like horizontal time-axis.Project Templates
It holds a bundle of built-in templates that can be customized and used in different projectsIdea Management
Facility to receive insights from internal and external stakeholdersCustom Workflows
Facility to create workflows with custom stages, process, and status.Compliance Management
Helps in making an assessment of risks, ensures policy comprehension and that policies/procedures are being followedTime & Expense Tracking
Time and Expense is the process of recording and tracking hours worked and expenses as they relate to projectsTask Management
Task management is the process of managing a task through its life cycle, including planning, testing, tracking, and reporting.Status Tracking
Status Tracking refers to the management of projects, which includes but is not limited to measuring and reporting the status of milestones, tasks and activitiesResource Management
Resource management is the process by which businesses manage their various resources effectively. Those resources can be intangible – people and time – and tangible – equipment, materials, and finances.Requirement Management
Requirements management is the process of collecting, analyzing, refining, and prioritizing product requirements and then planning for their delivery.Project Planning
Project planning is a discipline for stating how to complete a project within a certain timeframe, usually with defined stages, and with designated resources.Portfolio Management
Portfolio management is the art and science of making decisions about investment mix and policyPercent-Complete Tracking
Percentage of work done on estimated items.Milestone Tracking
They act as signposts through the course of your project, as they help to ensure that you're staying on track.Issue Management
Issue management is the process of identifying and resolving issues. Problems can be resource constraint, technical failures etc.AI Assistant
AI Assistant helps you provide information and perform specific tasks to significantly improve your success rate. It can perform one or many tasks like analyzing your deals, contacts, and emails, generating the perfect email, and more.Kanban Board
To visualize the workflow of a project typically representing sticky notes on a white boardRecurring Task Management
Helps in monitoring and tackling the tasks or responsibilities that are needed to be managed on a recurrent basisIT Project Management
IT project management is the process of planning, organizing and delineating responsibility for the completion of an organizations' specific information technology (IT) goals.Budget Management
Analyzing financial information to ensure all operations are within budgetFree Trial
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Features
Plus (CRM) $29.00 $29.00 per user / month
Billed Yearly
Features
Professional (CRM) $49.00 $49.00 per user / month
Billed Yearly
Features
Enterprise (CRM) $99.00 $99.00 per user / month
Billed Yearly
Features
Plus (Marketing) $99.00 $99.00 per month
Billed Yearly
Record limit: 100,000
Features
Professional (Marketing) $499.00 $499.00 per month
Billed Yearly
Record limit: 250,000
Features
Enterprise (Marketing) $999.00 $999.00 per month
Billed Yearly
Unlimited records
Features
Insightly AppConnect $249.00 $249.00 per user / month
Per Account Per Month
25K Plan : $249 per Account per Month billed Yearly
100K Plan : $799 per Account per Month billed Yearly
500K Plan : $3,499 per Account per Month billed Yearly
Features
Plus (Service) $29.00 $29.00 per user / month
Per Agent Per Month Billed Annually
Features
Professional (Service) $49.00 $49.00 per user / month
Per Agent Per Month Billed Annually
Features
Enterprise (Service) $99.00 $99.00 per user / month
Per Agent Per Month Billed Annually
Features
Plus (Insightly All-in-One) $349.00 $349.00 per month
billed Yearly
Add-ons
Professional (Insightly All-in-One) $899.00 $899.00 per month
Billed Yearly
Add-ons
Enterprise (Insightly All-in-One) $2,599.00 $2,599.00 per month
Billed Yearly
Add-ons
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Learn more about Insightly Pricing
86% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more
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98% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more
88% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more
98% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more
74% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more
80% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more
92% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more
94% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more
78% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more
76% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more
78% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more
Insightly CRM
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What is Insightly used for?
Insightly is CRM Software. Insightly offers the following functionalities:
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Does Insightly provide API?
Yes, Insightly provides API.
Vendor Details
San Francisco, California Founded : 2012Social Media Handles
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