Insightly Inc. provides web based customer relationship and project management systems. The Company offers cloud-based software that allows users to keep track of customer interactions and manage leads, proposals, opportunities, projects, and files from any devices. Insightly provides its products and services to small business throughout the United States.
Founded:
2012
Capital Raised:
38000000
Employee Headcount
126
Location
680 Folsom St #550 San Francisco, CA 94107 United States
Pricing
Insightly CRM Review
As someone who has tried and used Insightly CRM in the past but ultimately migrated to LeadLoft for sales and Ortto for marketing automation, I wanted to share my thoughts on Insightly CRM in a fair and balanced manner. While it is a great tool, it's starting to feel a bit outdated when compared to more modern CRMs like LeadLoft, Ortto, and Salesmate.
Features
Sales
Insightly CRM offers a decent range of sales features, including contact and lead management, pipeline tracking, and custom reporting. It also has integrations with various third-party apps, like Google Workspace, Microsoft Office 365, and Mailchimp.
Project Management
One standout feature of Insightly CRM is its project management capabilities, which allow you to create, assign, and track tasks and milestones. This feature can be particularly useful for small businesses that want to keep track of both sales and project progress in one place.
Marketing Automation
While Insightly CRM does offer some marketing automation features, they are not as robust as other dedicated marketing automation platforms like Ortto. For example, you can create email campaigns and track their performance, but it lacks advanced automation features like visual campaign builders and complex trigger-based workflows.
Is it easy to use?
Insightly CRM is fairly easy to use, with a clean interface and straightforward navigation. However, some users may find the learning curve a bit steep, especially when it comes to customizing the platform to suit their specific needs.
Best used for:
Insightly CRM is best suited for small to medium-sized businesses that need a CRM solution for basic sales and project management. However, if you require more advanced marketing automation features or want a more modern, user-friendly interface, it might be worth exploring other options like LeadLoft or Ortto.
Pros:
- Comprehensive sales and project management features
- Integration with popular third-party apps
- Customizable interface and reporting
Cons:
- Limited marketing automation capabilities
- Steeper learning curve compared to other CRMs
- Starting to feel outdated compared to newer alternatives
FAQs about Insightly CRM:
How much does Insightly CRM cost?
Insightly CRM offers various pricing plans, starting from a free plan for up to two users with limited features. Paid plans start at $29 per user per month, with more features and higher user limits.
Is Insightly CRM easy to use?
While Insightly CRM has a clean interface and straightforward navigation, some users may find the learning curve a bit steep, especially when it comes to customizing the platform to suit their specific needs.
Is Insightly CRM easy to learn?
Insightly CRM's learning curve can be somewhat steep for some users, particularly when it comes to customization. However, with some time and effort, most users should be able to learn the platform effectively.
Is there a better alternative to Insightly CRM?
Depending on your needs, there may be better alternatives to Insightly CRM. For example, if you require advanced marketing automation features or a more modern interface, consider LeadLoft for sales or Ortto for marketing automation.
Where can I go to sign up for Insightly CRM?
You can sign up for Insightly CRM on their website at www.insightly.com.
Does Insightly CRM offer a free trial?
Yes, Insightly CRM offers a 14-day free trial for their paid plans, which allows you to explore the platform and its features before committing to a subscription.
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