Insightly 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 one of a top 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.
All editions are affordable for startups and small business.
Capabilities and Supportive Set of Features
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.
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!
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.
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!
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.
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!
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.
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
- 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.
- The tool does not provide marketing automation feature.
- The tool is quite simple and does not provide any fancy option.
Read Also: CRM tool product review – SalesRipe
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.