Insightly CRM: Full Review, Products and Services

About Insightly

Insightly has over 1.5 million users in over 25,000 companies across the globe and is the world’s most popular CRM software for Google and Office 365 users. Insightly has earned 4/5 stars ratings from TrustRadius, 4.1 stars from G2, and an A- rating from the Better Business Bureau.

Insightly offers a 14-day free trial to try out its CRM, service, and marketing software before committing to a paid subscription. Customer reviews have praised its user-friendly and clean interface, in addition to its customization features. Continue reading to know all about Insightly CRM’s key features.

Insightly CRM Key Features

Smarter Sales

Insightly offers a set of smarter sales solutions that will help you reach your customers at the right time with the right message to build personalized brand experiences and stand out from your competitors. Such solutions include:
 

Lead routing

Lead routing will automatically assign leads to the right person in your team in real-time, so your team can retain your leads retention and close deals faster. Your lead information is automatically tracked and presented in a rich activity timeline that presents your team with all they need to know to keep their conversations personalized and contextual.
 

Workflow automation

Workflow automation allows you to create complex, multi-step business processes. Workflow automation includes sending email alerts, creating or updating records, generating tasks for your team and assigning them, and executing a custom business logic to sync with external systems from SAP, Oracle, and more.
 

Emails

Insightly CRM lets you send out bulk emails to leads and customers with a few clicks. It presents you with email tracking analytics such as open rates and click-through rates. You can use any of Insightly’s pre-built email templates or create your own to provide your business communication with professionalism and consistency.
 

Relationship Linking

Insightly CRM will allow you to build long-lasting relationships with your customers by connecting a myriad of data points to create a big picture view of your customers and gain clear visibility into your web of relationships.

Insightly provides you with record linking functionality, which allows you to link records to existing contacts to build a clear view of your company’s structure and informal networks.

Moreover, Insightly offers a new smart way of capturing lead information and recording them in your customer database by using its mobile application to scan business cards. Insightly’s social profile enrichment will link your contact records with their social media profiles.

You can also capture leads and integrate their data in your customer list from the web forms you present on your business’s website.
 

Project Management

Insightly presents you with project management tools that allow you to track milestones, manage processes, and integrate with external systems to ensure high customer satisfaction and on-time delivery.

More project management tools include creating tasks, automatically assigning them, creating multiple deal pipelines, and assigning activity sets to each stage.
 

Streamline Business Processes

Streamlining your business processes allows your teams and processes to align around a single data source, so they waste less time and close deals faster. Insightly provides you with the ultimate customization for your views and workflows based on your unique needs and user preferences. Insightly allows you to set up users and provide them access to roles and permissions. Moreover, you can also schedule reports and run them from anywhere.

With Insightly CRM, you can build and deploy custom apps with validation rules, calculated fields, workflow automation, dashboards, and reports without writing any code. All your CRM users can use these apps from their desktop platforms or mobile applications.

Lastly, you get to design intelligent and insightful dashboards with visual charts. You can share your dashboards and reports with other team members with drag-and-drop, easy-to-use, and built-in governance and security.
 

Mobile CRM

Insightly offers a mobile version of its CRM software that provides you with most of its desktop services and functionalities and a bit more. One unique feature we mentioned earlier is scanning business cards with the mobile application and automatically having customer data entered into your system with all their information and social media profiles linked.

You can also access your projects and update them in real-time from anywhere, thanks to Insightly’s cloud-based software. You can also easily change the status of an opportunity or lead or create a new one from the client’s location.
 

AppConnect

AppConnect allows you to integrate countless software and application into Insightly’s CRM and products. You can also build your own applications and design sophisticated workflows and triggers without any code writing.
 

Insightly Service Key Features

Insightly Service aims to empower your team to solve customer challenges with its comprehensive platform. Insightly Service provides you with the ability to close support tickets faster as it presents you with all the customer data you need while dealing with a customer’s issue, in addition to the ability to share mission-critical information among your service team fast.

Insightly Service also provides you with valuable support insights such as scanning keywords in support tickets to get more insights on every interaction to drive enhanced customer success and engagement.

The service dashboard presents you with all the support tickets submitted, and they are segmented into:

• Open tickets
• Unsolved tickets
• Pending tickets
• On hold tickets
• Unassigned tickets

You can also generate performance reports for your support team and track solved tickets by agent, channel, date, and many other metrics. Insightly Service also gifts you with SLA countdown and automated custom reminders to return to tickets, in addition to automated macros, integrated knowledge base articles, and access to full ticket history.
 

Insightly Marketing

Insightly Marketing platform seamlessly integrates with its CRM and service software to provide you with unified customer data that flows freely without any chances of getting lost. Its key features include:

Customer journeys

Customer journeys will present you with every interaction your prospect or client had with your business and their progress in your sales pipeline. It provides you with full control over what actions should be taken next, and you get to decide when a journey ends and when it can begin again.
 

Embedded forms

You can set up embedded forms on your website to open two-way communication with your customers. You can capture your customers’ interests and data and offer their feedback on your products and services.
 

Reporting

Insightly Marketing allows you to share your campaign analytics and performance with anyone, with visual, easy-to-read charts. It allows you to analyze every aspect of your business marketing so you can focus on what needs more attention and help you make smarter business decisions.
 

Insightly Plans and Prices

Insightly offers three subscription plans to each of its products:

Insightly CRM Plans and Prices

• Plus: $29/user/month
• Professional: $49/user/month
• Enterprise: $99/user/month

Insightly Marketing Plans and Prices

• Plus: $299/month – 10,000 contacts included
• Professional: $599/month – 10,000 contacts included
• Enterprise: $1,299 – 10,000 contacts included

Insightly Service Plans and Prices

• Plus: $29/user/month
• Professional: $49/user/month
• Enterprise: $99/user/month

Insightly AppConnect Plans and Prices

• 25K plan: $249/user/month – comes with 25,000 tasks per month
• 100K plan: $799/user/month – comes with 100,000 tasks per month
• 500K plan: $3,499/user/month – comes with 500,000 tasks per month
   

Customer Support

You can reach Insightly’s customer support team by live chat on their website and by phone at +1 888 999-4039. Several resources are also available to guide you through any issues or inquiries you may have, such as a help center, a community, and webinars.
 

Final Thoughts

Insightly CRM is the world’s top-rated CRM software for many reasons; it offers the most comprehensive software and products to integrate with for further enhancements and efficiency. Insightly offers a 14-day trial for its CRM software so you can try out its software and services before committing to a paid plan.