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Insightly- Features, Pricing & Deals

Insightly is a comprehensive Customer Relationship Management (CRM) tool designed to support various business functions, including sales, marketing, customer service, and project management. It provides an all-in-one solution aimed at helping businesses manage their operations more efficiently and build lasting customer relationships. Insightly is renowned for its customizable dashboards and detailed reporting, which offer real-time visibility into key business metrics tailored to the user's specific needs.

The platform excels in contact and account management, allowing users to organize information about leads, clients, and partners along with communication histories and activity timelines. Its sales pipeline and opportunity management features provide real-time visibility into each deal stage, ensuring that sales processes run smoothly. Additionally, Insightly includes native project management functionality, task and calendar management, and email integrations with Gmail and Outlook to centralize communications.

Insightly stands out for its customization capabilities, enabling users to create custom objects and rename standard objects to match their business requirements. The platform also supports workflow automation and extensive third-party integrations with popular business tools like Slack, Google Docs, Asana, and Calendly.

For users seeking a scalable solution, Insightly offers various pricing plans, including a free plan for basic contact and project management, a Plus Plan at $29 per user/month (billed annually), a Professional Plan at $49 per user/month (billed annually), and an Enterprise Plan at $99 per user/month (billed annually). The plans come with varying levels of features, storage, and support to cater to different business sizes and needs.

Insightly is an ideal CRM for growing teams, businesses needing comprehensive customer management solutions, and sales teams with bulk marketing requirements. Insightly's blend of versatility, powerful features, and scalability makes it a trusted choice for businesses looking to sell smarter, grow faster, and build enduring customer relationships.

Features

  • Customizable Dashboards and Reporting: Provides real-time, actionable visibility into key business metrics. Tailor dashboards to display the most relevant reports and data.
  • Contact and Account Management: Store and organize information about leads, clients, and partners, including contact details, communication histories, and activity timelines with many-to-many relationship linking structures.
  • Sales Pipeline and Opportunity Management: Real-time visibility into each deal stage. Track leads, opportunities, and sales processes to monitor the qualification and sales pipeline processes.
  • Project Management: Track post-sale deliverables and create collaborative environments for team projects using a "runway" system to visualize project progress.
  • Task and Calendar Management: Enhances productivity by helping users manage daily duties efficiently with a task manager listing tasks based on due dates.
  • Email Integration: Integrates natively with Gmail and Outlook, ensuring all key communications are centralized and driving productivity.
  • Customization and Flexibility: Create custom objects to capture unique data types specific to business needs. Rename standard objects to ensure CRM relevancy and adoption by the team.
  • Workflows and Automations: Automate workflows, focus on getting more done without missing steps in documentation, and integrate with over 2,000 work applications.
  • Third-Party Integrations: Supports integrations with popular business tools such as Slack, Google Docs, Asana, and Calendly for tailored team solutions.
  • Ease of Use: Intuitive user interface with an easy-to-navigate left bar and a low learning curve. Simple information entry.
  • Affordable Pricing Plans: Offers various plans including Plus ($29/user/month annually), Professional ($49/user/month annually), and Enterprise ($99/user/month annually), each with different features and limits for growing businesses.

Pricing

  • Free Plan: Limited but suitable for individuals who need basic contact and project management.
  • The Plus Plan offers scheduled emails, 100 custom email templates, and higher record limits, along with MailChimp auto-import and basic lead management and email features. Pricing is $35 per user/month for monthly billing and $29 per user/month for annual billing.
  • The Professional Plan includes role-based permissions, workflow automation, lead assignment rules, and advanced productivity and security features, with priority email support. Pricing is $59 per user/month for monthly billing and $49 per user/month for annual billing.
  • The Enterprise Plan provides unlimited records and storage, dedicated specialists, and comprehensive CRM features including advanced lead management, task and event management, and integration with various business applications. Pricing is $129 per user/month for monthly billing and $99 per user/month for annual billing.
  • Additional features include varying record limits and file storage across plans, with the Plus Plan offering 100,000 records and 10 GB storage, the Professional Plan offering 250,000 records and 100 GB storage, and the Enterprise Plan offering unlimited records and storage. Record imports per plan also vary, with the Plus Plan allowing 25,000 records per import and both the Professional and Enterprise Plans allowing 50,000 records per import.
  • Support varies by plan, with email support for Plus and Professional Plans and priority email support with a dedicated specialist for the Enterprise Plan.
Last Updated
August 24, 2024 22:24

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