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I’ve had the pleasure of using Insightly, and I have to say that it has been a genuine game-changer for our team’s capacity to communicate and work remotely. I have to say that because I’ve had the pleasure of using Insightly. For our organization, Insightly has proven to be a revolutionary tool. Our work has been vastly simplified and made much easier thanks to the implementation of this CRM and pipeline management solution that is hosted in the cloud.
Whether it be for our sales and marketing teams or for general project management, we have been able to customize our pipelines, manage our tasks, and speed our workflows. These improvements have been made across the board. In addition to this, we have a far better grasp of the procedures that we follow. The dashboards are especially stunning because they are not only good on the eyes but also easy to navigate.
This is one of the reasons why they are so impressive. They make it quite simple to gain access to important data, and as a result, you may swiftly obtain the knowledge that you desire. Because of this, we have been able to keep a more structured and productive approach to our day-to-day responsibilities, which has, in turn, made the process of working together a great deal more simplified.
Insightly Specifications
Insightly is a robust and adaptable customer relationship management platform suitable for enterprises of any size. You may use it to manage your contacts, leads, opportunities, projects, tasks, email campaigns, marketing automation, reports, analytics, and integrations, among many other things. Insightly is not only cheap, but also very user-friendly.
| Feature | Description |
|---|---|
| Contact management | Create and manage contact records, including name, email, phone number, address, and other custom fields. |
| Lead management | Track leads through the sales pipeline, from initial contact to closed deal. |
| Opportunity management | Track and manage sales opportunities, including stage, amount, and expected close date. |
| Project management | Track and manage projects, including tasks, deadlines, and resources. |
| Task management | Create and manage tasks, including due dates, priority, and assignees. |
| Email marketing | Create and send email marketing campaigns to contacts and leads. |
| Marketing automation | Automate marketing tasks, such as sending emails and creating workflows. |
| Reporting and analytics | Generate reports and dashboards to track your sales progress and customer relationships. |
| Integrations | Insightly integrates with a wide range of other business tools, such as Gmail, Outlook, Salesforce, and QuickBooks. |
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What Is Insightly?
Even with its always-free plan, Insightly is an effective traditional customer relationship management tool that can assist you in keeping tabs on your contacts, prospects, and projects. The configurable reports and dashboards, report scheduling, and interfaces with both other Insightly products and third-party apps are some of the features that set Insightly apart from a standard customer relationship management system (CRM) and help it earn a spot on our list of the best CRM services.
Insightly review: Ease of Use
Anyone may sign up for an account on Insightly and get started right away. The intuitive left bar of the user-friendly system allows you to easily navigate between panels and components of the application. The process of entering information is straightforward, and you can bring any aspect of the site up to date with just a few clicks of the mouse.
Users are going to like the dashboard because it functions as a daily starting point and provides an overview of the projects. To summarize, it takes approximately ten minutes of clicking about in the left bar to become familiar with what each icon is for and how to make use of it. This CRM’s learning curve will be sped up as a result.
Insightly review: Contacts and Organizations
If you go to the friends tab on the left side of Insightly, all of your friends will show up in a simple list. We’d really like to see an interface that looks better, like Zoho CRM’s Kanban cards or something similar. However, it is simple to use tags to narrow down your list thanks to the layout. Many CRMs, like Zoho, let you set tags for contacts, groups, deals, and other data points. Insightly, on the other hand, puts the tags right on the UI, making it easy to sort them.
You can also make your own tags and use them in Opportunities and Organizations. You can sort the view by more than just tags. For example, you can sort by Recently Viewed or Contacts Added in the Last 7 days. Those filters can’t be changed, though. You can do many things to a single contact once you drill down, such as giving them a new owner, sending them to a vCard or Mailchimp, and adding a new activity record. The main steps are the same in all views—Organizations, Leads, and Opportunities—but the fields are a little different in each.
Insightly review: Customization
The overview page is the starting point for the fully customized solution that is Insightly. Modify both the reports that will be summarized on the page and the manner in which those summaries will be displayed for the top two tiers of plans.
When it comes to the administration of projects, you should personalize the runway so that it is relevant to the manner you need to advance each part of the project. Because of this, teams are able to develop a workflow that is reliable in every situation and ensures that nothing is missed in the process.
Insightly review: Customer Service and Support
In my own experience, I discovered that Insightly’s customer assistance options were not quite as extensive as I would have liked. Unfortunately, none of their plans included phone support, which meant that users such as myself were required to contact support@insight.ly in order to receive assistance when we ran into problems. This may become rather difficult, particularly when dealing with important matters that needed to be resolved right away.
Final Words
My experience with Insightly has led me to believe that it is an excellent CRM system that is not only user-friendly but also very cost-effective. When it comes to managing sales funnels and projects, in especially with regard to my own personal experience, it has been an absolute godsend. The pipeline view for projects is one of the functions that has proven to be particularly helpful to me. It simplifies the process of working together across all of the different teams and departments.
We are able to collaborate in an efficient manner to move projects forward in a well-organized manner from the very beginning to the very end. Because of this, our overall efficiency has significantly increased. And the most exciting thing is… I was able to get a handle on the software and modify it to meet my specific requirements for increased productivity within the first seven days of the free trial period. The way I run my little business has been fundamentally altered as a result of this.
Insightly review: The Good and Bad
Insightly, a customer relationship management system, combines the functions of sales automation and project management into a single interface. Additionally, it has features for email marketing, lead management, and pipeline tracking. Small and medium-sized enterprises who need a powerful operational CRM to monitor their perpetual lead and opportunity management efforts would benefit the most from this system.
The Good
- Smooth data input and sharing
- Slick interface that’s consistent and easy to pick up
- Highly customizable
The Bad
- Expensive high-end tiers
- Lacks advanced features like custom workflows
Questions and Answers
It is simple to use, easy to configure, and scales with companies as they grow, thereby relieving frequent aches and pains that legacy CRMs are unable to address. Customers of Insightly CRM have the ability to add companion products for marketing automation, customer care, and connectors within the same platform, making the CRM powerful across all industries.
Insightly is a cloud-based customer relationship management (CRM), marketing automation, and customer service (CSM), all-in-one software solution that enables your team to sell more effectively, expand their business more rapidly, and cultivate long-term relationships with their customers.