Insightly offers scalable customer relationship management (CRM) solutions with a wide selection of third-party integrations, including GSuite, Office 365, Slack, Quickbooks, and MailChimp. Built on the same platform, Insightly also offers a marketing automation solution, which can be bundled with the CRM software.
Insightly offers all essential CRM software features, such as reporting dashboards, contact and lead management, mobile optimizations, and various reporting and tracking capabilities. While Insightly offers a wide array of other useful features, including workflow automation, email templates, a mobile app, and revenue analytics, it does not support smart forms or have the capability to import or export data. If these are features you cannot do without, you can look to competitors like Apptivo CRM and Workbooks.
Insightly users can look forward to less common features like a product catalog, linked accounts, the ability to schedule outbound and bulk emails, web traffic analysis, company insights, and quotation and invoicing services.
While our top-ranked free CRM software HubSpot is completely free, Insightly offers free and paid options, similar to closely-ranked Workbooks. Insightly's free plan, like that offered by Workbooks, is restricted to two users and includes a limited number of features. Insightly and Workbooks also offer similarly priced paid plans, which start at $29.00 and $30.00 per user per month, respectively.
Overall, Insightly offers a great range of features and third-party integrations that help users effectively manage CRM processes. However, if you are looking for a free option that includes an extensive set of features, there are better options.
Jan 01, 2009
680 Folsom Street, Suite 550, San Francisco, CA 94107
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Is Insightly CRM free?
No. Insightly CRM's monthly plans range in price from $29.00 to $99.00 per month.
How do I add users to Insightly?
- Go to User List under System Settings.
- Click the Add New User button.
- Select a name and click Add.
- If you're not using Insightly for G Suite, enter the user's first name, last name, and email address.
- Select a profile and click Add New User.
Is Insightly CRM cloud based?
How do I set up Insightly?
- Get familiar with the application and learn how to navigate the platform.
- Customize the application for your specific needs.
- Set up the sale management tools.
- Enable permissions and add users.
- Import your data.
- Build dashboards and sales reports.
What is Insightly CRM?
Insightly CRM is a Customer Relationship Management platform that offers tracking and reporting tools as well as excellent integration with other email and communication applications.
Can you integrate Insightly and Mailchimp?
You can sync your Mailchimp account with Insightly to improve the quality of your email marketing campaigns. With this integration, you'll be able to access all of your Insightly contact information through Mailchimp.
What is the phone number for Insightly Inc.?
You can contact the Insightly team at 1 (888) 999-4039.