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Insightly CRM

Brand : INSIGHTLY

Starting at $ 29

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Insightly is a cloud-based CRM software serving 1.5 million enterprises all over the globe. Organizations can use the software to align their sales, marketing and project management teams in an efficient manner. They can also use Insightly customer relationship management solution to facilitate bet...Read more

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Insightly CRM Software Pricing, Features & Reviews

What is Insightly CRM?

Insightly is a cloud-based CRM software serving 1.5 million enterprises all over the globe. Organizations can use the software to align their sales, marketing and project management teams in an efficient manner. They can also use Insightly customer relationship management solution to facilitate better collaboration on the move, access real-time sales reports, and monitor sent emails in a comprehensive way. Further, companies can customize data field names, automated touchpoints, workflows, dashboards and more as per their unique business needs. Robust Integration feature offered by the software facilitates hassle-free data exchange with third parties in a safe and secure manner. Moreover, business houses can create custom apps for their in-house teams and deploy them on the mobile devices of individual employees, along with set user rights. 

How will Insightly CRM help your enterprise?

  1. Intelligent Campaigns: Enterprises can enhance the effectiveness levels of their campaigns using business Intelligence backed reports and dashboards, comprising key engagement metrics such as open rates, bounce rates, and click-through rates. They can also conduct A/B testings to detect winning campaigns in real-time. 
  2. Email Marketing: Composing emails and newsletters in professional layouts becomes easy with Insightly Marketing. The software also offers dozens of pre-built templates and an advanced email builder with intuitive drag and drop functionality to choose from. Users can also add images to personalize the overall experience, enhance customer engagement and conversion rates.
  3. Lead and Feedback Capturing: An enterprise can leverage both way communication with customers by using landing pages and embedded forms on their website. This will help a company to capture the specific interests of an individual lead. The integrated marketing automation module enables easy data transfer to the sales department.

Pricing of Insightly CRM

The price of Insightly CRM is available as per the requests of interested buyers. Please feel free to request a callback in case you want to know more about the software. Our in-house product executives will get back to you on the date and time mentioned in your callback request. 

Benefits of Insightly CRM

  1. On-Target Segmentation: The integration between marketing and CRM modules within a single platform facilitates hassle-free data movement across sales and marketing teams. Thus covering the entire journey of an individual customer within the organization, without any scope of data loss or mishandling.
  2. Engaging Customer Journeys: The software develops a customer’s journey with an organization with visually enhanced sales stages. It also offers proper guidance to individual customers with an interactive learning experience, including ‘logical next-best-action steps’ to get familiar with the products offered by an organization.

Insightly CRM Pricing & Plans

Plus(Billed Annually)
  • Lead and contact management
  • Project management
  • Advanced reports
  • Pre-built business dashboards
    • Users
    • Monthly
Starting at $ 29
Professional(Billed Annually)
  • All Standard plan features plus
  • Lead assignment and routing
  • Workflow automation
  • Custom page layouts
    • Users
    • Monthly
Starting at $ 49
Enterprise(Billed Annually)
  • All Professional plan features plus
  • Sandboxes
  • Products, pricebooks, and quotes
  • Comprehensive audit logging
    • Users
    • Monthly
Starting at $ 99

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Insightly CRM Features

Customer Data Management (CDM)

  • icon_check Contact Management Store, organize, and access customer contact details for easy retrieval and updates.
  • icon_check Account Management Track and manage business relationships with key accounts and clients.
  • icon_check Customer Profiles Build comprehensive profiles with data on preferences, interactions, and purchase history.
  • icon_check Contact Segmentation Group contacts based on behavior, demographics, or interests for personalized engagement.
  • icon_check Activity History Record and review all past customer interactions, including calls, emails, and meetings.

Sales Management

  • icon_check Lead Management Capture, track, and nurture leads across different stages of the sales cycle.
  • icon_check Territory Management Assign, monitor, and optimize sales territories to improve regional sales efforts.
  • icon_check Quote Management Generate accurate, branded quotes and proposals to accelerate sales processes.
  • icon_check Sales Forecasting Predict future sales and revenue using historical data and current opportunities.
  • icon_check Deal Management Organize, prioritize, and manage deals, ensuring timely follow-up and closure.
  • icon_check Sales Automation Automate tasks like follow-up emails, lead assignment, and reminder notifications.
  • icon_check Workflow Automation and Management Automate repetitive tasks and workflows to improve sales team efficiency.
  • icon_check Order Management Track and manage orders from customers to ensure timely fulfillment and accurate billing.
  • icon_check Opportunity & Pipeline Management Visualize and track deals through stages from lead generation to closing.
  • icon_check Contract Management Managing contracts from their creation, execution, and performance tracking to their eventual termination.

Marketing Automation

  • icon_check Email Marketing Design and send personalized email campaigns, track opens, clicks, and conversions.
  • icon_check Campaign Management Plan, execute, and monitor marketing campaigns across channels and touchpoints.
  • icon_check Lead Nurturing Engage and educate leads over time with targeted content to move them toward conversion.
  • icon_check Customer Journey Tracking Monitor and analyze the customer journey from awareness to purchase.
  • icon_check Customer Segmentation Group customers based on behavior, demographics, or preferences for tailored campaigns.
  • icon_check Event-Triggered Workflows Automate responses and actions based on customer behaviors (e.g., email opens, site visits).
  • icon_check Automated Campaigns Automatically trigger campaigns based on customer behavior, interests, or milestones.

Data Sourcing / Integrations

  • icon_check Calendar Integration Sync CRM with calendars to schedule and manage appointments and follow-ups.
  • icon_check Social Media Integration Manage social media accounts and track customer engagement directly within the CRM.
  • icon_check Data Import/Export Easily import/export customer and business data in bulk or via integration with other systems.
  • icon_check API Access Customizable API for integrating with other business applications or extending CRM capabilities.
  • icon_check Email Marketing Tools Integration Connect CRM with email platforms like Mailchimp or SendGrid for seamless campaigns.
  • icon_check Marketing Tools Integration Integrate with marketing platforms (e.g., Google Ads, HubSpot) to enhance campaign effectiveness.
  • icon_check Third Party Integrations Connect CRM with a variety of third-party tools and services to enhance functionality.
  • icon_check eCommerce Integrations Sync CRM with eCommerce platforms like Shopify, WooCommerce for a unified customer experience.
  • icon_check Interactive Voice Response (IVR) Integration Integrate CRM with IVR systems to manage customer calls and enhance support.

Collaboration Tools

  • icon_check Team Communication Enable real-time internal communication between teams with built-in messaging or chat features.
  • icon_check Document Sharing & File Storage Store and share important files, documents, and customer resources easily.
  • icon_check Task / Activity Management Assign, track, and manage tasks and activities to ensure team productivity and accountability.
  • icon_check Omnichannel Support Provide consistent customer support across multiple channels, including email, chat, and social media.

Security & Compliance

  • icon_check Data Encryption Encrypt data both at rest and in transit to safeguard customer information.
  • icon_check Role-Based Access Control (RBAC) Control user access based on their roles, limiting access to sensitive data.
  • icon_check Audit Trails Maintain a log of all user actions for accountability and security auditing.
  • icon_check Backup & Disaster Recovery Ensure business continuity with secure backups and disaster recovery plans.
  • icon_check GDPR & Data Privacy Comply with regulations such as GDPR, HIPAA, and CCPA. to protect customer privacy.

AI & Machine Learning

  • icon_check Predictive Analytics Leverage AI to predict future trends, sales, and customer behavior for better decision-making.
  • icon_check Lead Scoring Use AI to score leads based on their likelihood to convert, helping prioritize sales efforts.
  • icon_check Chatbots Automate customer interactions with AI-driven chatbots to assist or direct inquiries efficiently.

Reporting & Analytics

  • icon_check Predictive Analytics Leverage AI to predict future trends, sales, and customer behavior for better decision-making.
  • icon_check Real Time Analytics Monitor and analyze real-time data to make timely, informed decisions.
  • icon_check Custom Dashboards Create personalized dashboards to visualize key metrics and data relevant to your business.
  • icon_check Sales Performance Reports Track individual and team sales metrics, including revenue, win rates, and pipeline health.
  • icon_check Customer Insights Analyze customer behavior and interactions to gain actionable insights for better engagement.
  • icon_check Campaign Performance Measure the effectiveness of marketing campaigns, including ROI, reach, and conversion rates.
  • icon_check Forecasting & Trends Use historical data to forecast future sales and trends for improved business planning.
  • icon_check Performance Tracking Monitor team performance across various functions, tracking progress against KPIs.

Alerts & Notifications

  • icon_check Lead Activity Alerts Get alerts when leads take important actions (e.g., filling out a form or making a purchase).
  • icon_check Event-Triggered Notifications Automatically notify users of key events, such as new leads, meetings, or customer actions.
  • icon_check Custom Workflow Alerts Create custom alerts for specific workflows or actions, ensuring nothing gets missed.
  • icon_check System Errors/Failures Receive immediate notifications for any system failures or errors for quick resolution.
  • icon_check Customer Interaction Alerts Get notified when customers engage with emails, forms, or other touchpoints.
  • icon_check Workflow Trigger Alerts Alert users when specific workflow conditions or triggers are met.
  • icon_check SLA Violations Receive notifications when service level agreements are breached or approaching deadlines.

Insightly CRM Specifications

  • Supported Platforms :
  • Device:
  • Deployment :
  • Suitable For :
  • Business Specific:
  • Business Size:
  • Customer Support:
  • Training:
  • Language:
  • Windows iOS Android
  • DesktopMobile
  • Web-Based
  • All Industries
  • All Businesses
  • Small Business, Medium Business, Enterprises
  • Email, Communities
  • Videos
  • English

Insightly CRM Reviews and Ratings

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Insightly CRM FAQ

A Insightly CRM supports 2-factor authentication, ensures complete encryption of data in transit and at rest. It is also compliant with GDPR regulations and EU/US Privacy Shields.
A Webhooks and open API lets Insightly CRM seamlessly integrate with all the leading platforms such as MS Office 365, MS Outlook, Gmail, Xero, Zappier, Dropbox, One Drive and so on.
A Yes, you can request an online demo of Insightly CRM. Our In-house product experts will get back to you as per your mentioned time slot.
A Get your company registered with Insightly CRM, generate LogIn Credentials, go through Navigational Objects, create Custom Fields, connect your email, create a Sales Pipeline, define and add Activity Sets, enable Lead Management, add new Opportunities and add new categories to Opportunities as well.
A Yes, Insightly CRM is available with iOS and Android devices.

Insightly CRM Questions

A:

Yes, Insightly CRM allows integration with other CRMs and ERP systems. Its ‘AppConnect’ functionality enables users to create low-code/no-code integrations with several applications, including well-known CRMs and ERPs.

Ravi Kushwaha . Jan 14, 2025

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