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CRM Tools Product Review- Insightly

CRM-Tools-Product-review- InsightlyInsightly is one of the 3 best tools for small and medium businesses. You can see Top 10 CRM Tools for Small and Medium Businesses and Top 3 CRM Tools for Small and Medium Businesses to look into details.

Insightly is a cloud-based CRM tool which provide business solutions and specially tailored to meet small and medium business requirements. The tool has inbuilt project management and collaboration system. Many third party apps are intensely integrated with the tool as it helps you to create sales opportunities as well as provide customer service. Insightly is best suited for a small business where one can use the tool for managing contacts, projects and reports.

Editions and Pricing

Insightly caters four editions to the customers, the pricing is based on billing period (annually or monthly) and a number of users. The free trial is limited to 14 days for up to 2 users.

Edition/Billing Type Basic Plus Standard Enterprises
Annually $12/user/month $29/user/month $49/user/month $99/user/month
Monthly $15/user/month $35/user/month $59/user/month $129/user/month

All editions are affordable for startups and small business.

Capabilities and Supportive Set of Features

CRM_insightly_LeadManagementLead Management
When you get to know about someone who might be interested in your products or services, you can create a lead in the tool. You can set a lead status and lead source as well. With its amazing ‘web to lead’ feature you can turn interested visitors into leads from your website and it will automatically be created in the tool.

 

 

CRM_insightly_SalesOpportunities
Sales Opportunities
On the basis of leads and records, the tool evaluates the sales opportunities. You can set the status of each opportunity whether it is won or lost. Also, you can manage them. Splendid job!

 

 

 

CRM_insightly_EasyAdministrationEasy Administration
The mighty feature allows you to invite users, Set up teams, and create user permissions. For better communications, you can set up relationships, pipelines and activity sets. The coolest thing is that it does not take much time to get right set up in your devices.

 

 

 

CRM_insightly_Reaports
Reports
The tool provides categorized reports as well as analysis reports that allow you to keep an eye on productivity. There are task and event reports too. Very helpful!

 

 

 

 

CRM_insightly_EmailTemplates
Mass Email Templates
To help you communicate with leads and contacts, there are a number of Email templates available on the tool. You can create your own template also.

 

 

Mobile Accessibility

Insightly developed mobile apps with all its extensive features such as calendar, sales leads, business card scanner and much more. The mobile apps are available on both iOS and android stores. Getting CRM functions done on the phone and tablets is a very innovative experience. So cool!

Integration

Insightly is known for its powerful integration with other apps. Yes, the tool is integrated with all your familiar apps like Google apps, outlook, office 365, QuickBooks Online, One drive, dropbox, Evernote, zapier etc. Integration is the strongest part of Insightly over other CRM tools.

Support

Insightly do support to the customers in various ways. The way it supports via knowledge base, how-to videos and community forums is awesome. The expert advice is very interesting and the videos instructions are also good.

Pros and Cons of Insightly

Pros

  • The security provided by the tool is too good. It keeps your all information and data in safe.
  • Smooth working and reach out to anywhere on the tool to help you so that you don’t feel stuck.

Cons

  • The tool does not provide marketing automation feature.
  • The tool is quite simple and does not provide any fancy option.

Differentiator

When you talk about CRM tools you think all are the same, but it’s not true, especially when it comes to Insightly it is entirely different. The way it works you will really like the most. Converting leads into sales opportunity it goes beyond mere CRM. It is able to perform like a sales tool or a project management tool. Easily customizable.

Insightly is easy to set up, stress-free administrative and very straightforward tool. It provides a range of reports including tasks and event reports. Powerful integration with many apps is also a plus point.

For more details, please visit: Insightly website.

You can refer the detailed CRM tools product reviews for Nimble and Zoho for a quick comparison.

About ToOLOwl

I am ToOLOwl. I have few friends in my nest; whenever someone requests a tool’s review or I pick a one out of my interest, someone in the nest does research on the tool, someone takes a tool’s walkthrough and some of them share their experiences and expert advice. Based on all; I give it a  stereoscopic vision and present important insights for you to go through and ease your selection process for tools. Wish you Happy reading, Easy choosing.

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