Overview

Insightly CRM is a modern, scalable customer relationship management solution designed to help businesses manage sales, marketing, and project management processes within a unified platform. Its user-friendly interface and robust features make it suitable for small to medium-sized businesses aiming to streamline operations and foster lasting customer relationships.

Insightly’s Key Features

• Contact and Lead Management: Efficiently track, manage, and qualify leads, maintaining a comprehensive view of contacts and organizations, including communication history and related tasks.
• Project and Task Management: Transition seamlessly from closing a deal to delivering the project, with tools to manage tasks, milestones, and project pipelines.
• Email Management: Send, track, and save emails within the CRM, utilizing customizable templates and real-time notifications.
• Workflow Automation: Automate repetitive tasks and processes to enhance productivity and ensure consistency across operations.
• Custom Dashboards and Reporting: Gain actionable insights with customizable dashboards and reports, enabling data-driven decision-making.

Who Insightly is Good For

Insightly CRM is ideal for:

• Small to Medium-Sized Businesses (SMBs): Its affordability and scalability make it suitable for growing companies seeking an integrated solution for sales, marketing, and project management.
• Sales Teams: Tools like lead management, opportunity tracking, and workflow automation aid in streamlining sales processes and improving conversion rates.
• Marketing Teams: Integrated marketing features enable the creation and management of targeted campaigns, enhancing customer engagement.
• Project Managers: The project management capabilities allow for effective planning, execution, and monitoring of projects, ensuring timely delivery.

What’s Unique About Insightly

Insightly stands out due to its seamless integration of CRM and project management functionalities within a single platform. This integration allows businesses to manage customer relationships and project delivery cohesively, eliminating the need for multiple disparate tools. Additionally, Insightly offers a user-friendly interface and customizable features, enabling businesses to tailor the platform to their specific needs.

Insightly Pricing

Insightly offers several pricing tiers to accommodate different business needs. We recommend the Professional plan as a balanced option for organizations seeking comprehensive features at a reasonable cost:

• Plus: Priced at $29 per user per month (billed annually), this plan includes lead and contact management, project management, advanced reports, and pre-built business dashboards.
• Professional: At $49 per user per month (billed annually), the Professional plan offers all Plus features, along with lead assignment and routing, workflow automation, and custom page layouts. We recommend this plan for businesses seeking a balance between functionality and cost.
• Enterprise: Priced at $99 per user per month (billed annually), this plan includes all Professional features, plus sandboxes, products, pricebooks, quotes, and comprehensive audit logging.

For the most current and detailed pricing information, it is advisable to visit Insightly’s official pricing page.