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Insightly CRM Overview

Insightly CRM is a versatile customer relationship management software designed for small to mid-sized businesses, focusing on enhancing customer interactions and streamlining sales processes. It offers a unique blend of project management and CRM capabilities, enabling users to track leads, manage projects, and automate workflows in a single platform. Insightly stands out with its easy integration with popular apps like Gmail, Office 365, and Slack, facilitating seamless collaboration. Key features include lead routing, pipeline management, custom reports, and email tracking. Its user-friendly interface and mobile app accessibility ensure that teams can efficiently manage customer relationships and sales opportunities on the go, making Insightly a practical and efficient tool for businesses looking to improve productivity and customer engagement.

Insightly CRM screenshot & Video

Contact Details

  • Insightly
  • 2010
  • United States
  • 101-500

Support

  • Email
  • Chat
  • Knowledge Base

Training

  • Webinar
  • Documentation

Licensing & Deployment

  • Proprietary
  • Cloud Hosted
  • Web-Based
  • iPhone
  • Android

Typical Customers

  • Self-Employed
  • Small-Business
  • Midsize-Business
  • Large-Enterprise-Business

Language Supported

English, French, Portuguese, Spanish

Industries

Banking, Construction, E-commerce, Graphic Design, Hospital & Health Care, Insurance, Law Enforcement, Leisure & Travel, Manufacturing, Marketing & Advertising, Real Estate, Startups

Insightly CRM Features

  • Project Management
  • Data Import/Export
  • Scheduling
  • Quotes/Estimates
  • Activity Tracking
  • Document Management
  • Job Costing
  • Buyer Management
  • Warranty Tracking
  • Calendar Management
  • Collaboration Tools
  • Client Tracking
  • Contract/License Management
  • Task Management
  • Change Order Management
  • Communication Management
  • Contact Management
  • Project Tracking
  • Subcontractor Management
  • Sales Pipeline Management
  • Email Marketing
  • Bid Management
  • Lead Management
  • Procurement Management
  • Patient Communications
  • Alerts/Notifications
  • Self Service Portal
  • Records Management
  • Social Media Integration
  • Patient Management
  • Document Management
  • Predictive Analytics
  • Lead Management
  • Live Chat
  • Forms Management
  • Physician Management
  • Contact Management
  • Client Portal
  • Forecasting
  • Chat/Messaging
  • Appointment Management
  • Task Management
  • Referral Tracking
  • Medical History Records
  • Campaign Management
  • Marketing Automation
  • Calendar Management
  • Automated Scheduling
  • Audience Targeting
  • Email Management
  • HIPAA Compliant
  • Multi-Location
  • Pipeline Management
  • Billing & Invoicing
  • Search/Filter
  • Pipeline Management
  • Social Media Integration
  • Data Import/Export
  • Prospecting Tools
  • Task Management
  • Customer Database
  • Campaign Management
  • Lead Nurturing
  • Segmentation
  • Email Management
  • CRM
  • Sales Forecasting
  • Contact Management
  • Calendar Management
  • Document Storage
  • Drag & Drop
  • Collaboration Tools
  • Lead Management
  • Sales Pipeline Management
  • Lead Distribution
  • Email Marketing
  • Opportunity Management
  • Data Synchronization
  • Interaction Tracking
  • Lead Capture
  • Lead Capture
  • Email Management
  • Call Monitoring
  • Automatic Call Distribution
  • Lead Qualification
  • Lead Management
  • Task Management
  • Performance Management
  • Data Management
  • Contact Management
  • Meeting Management
  • Call Recording
  • Lead Distribution
  • CRM
  • Interaction Tracking
  • Auto-Dialer
  • Calendar Management
  • Chat/Messaging
  • Reminders
  • Call List Management
  • Multi-Channel Communication
  • Deal Management
  • Sales Pipeline Management
  • Lead Nurturing
  • Sales Reports
  • Social Media Integration
  • Monitoring
  • Pipeline Management
  • Template Management
  • Lead Qualification
  • Calendar Management
  • Sales Forecasting
  • Lead Distribution
  • Prospecting Tools
  • Task Management
  • Document Storage
  • Lead Segmentation
  • Reminders
  • Email Tracking
  • Interaction Tracking
  • CRM
  • Web Forms
  • Email Marketing
  • Lead Capture
  • Campaign Management
  • Contact Management
  • Workflow Management
  • Sales Trend Analysis
  • Source Tracking
  • Lead Generation
  • Opportunity Management
  • Referral Tracking
  • Commission Management
  • Contact Database
  • Lead Qualification
  • Contact Management
  • Campaign Management
  • Access Controls/Permissions
  • Client Management
  • Email Marketing
  • Pipeline Management
  • Lead Management
  • Activity Dashboard
  • Lead Nurturing
  • Interaction Tracking
  • Reporting/Analytics
  • Activity Tracking
  • Document Management
  • Appointment Management
  • Alerts/Notifications
  • Calendar Management
  • Lead Generation
  • Lead Distribution
  • Client/Property Matching
  • Task Management
  • Segmentation
  • Lead Capture
  • Email Tracking
  • For Real Estate
  • Property Database
  • Omnichannel Communications
  • Lead Capture
  • Customer Support
  • Lead Nurturing
  • Activity Dashboard
  • Data Visualization
  • Brand Tracking
  • Contact Management
  • Customer Engagement
  • Social Media Monitoring
  • Social Promotion
  • Sales Pipeline Management
  • Email Marketing
  • Reporting/Analytics
  • Tagging
  • Communication Management
  • Audience Targeting
  • Marketing Automation
  • Calendar Management
  • Content Management
  • Sentiment Analysis
  • Task Management
  • Customer Database
  • Social Media Integration
  • Live Chat
  • Email Tracking
  • CRM
  • Customer Social Profiles
  • Collaboration Tools
  • Engagement Tracking
  • Expense Tracking
  • Forecasting
  • Template Management
  • Relationship Tracking
  • Interaction Tracking
  • Access Controls/Permissions
  • Activity Tracking
  • Client Management
  • Collaboration Tools
  • Sales Reports
  • Email Management
  • CRM
  • Search/Filter
  • Email Marketing
  • Task Management
  • Document Management
  • Lead Management
  • Calendar Management
  • Customer Database
  • Campaign Management
  • Marketing Automation
  • Activity Dashboard
  • Territory Management
  • Contact Management
  • Pipeline Management
  • Lead Capture
  • For Financial Institutions
  • Financial Management
  • Contact Management
  • Donation Tracking
  • Campaign Management
  • Interaction Tracking
  • Real Time Notifications
  • Email Marketing
  • Donor Management
  • Email Management
  • Web Forms
  • Access Controls/Permissions
  • Task Scheduling
  • Website Integration
  • Grant Management
  • Customer Database
  • Credit Card Processing
  • Membership Management
  • CRM
  • Accounting Integration
  • Event Management
  • Document Storage
  • Forms Management
  • Social Media Integration
  • Registration Management
  • Fundraising Management
  • Committee Management
  • Volunteer Management
  • Electronic Payments

Insightly CRM Pricing

Pricing Type

  • Per User

Preferred Currency

  • USD ($)

Free Trial

  • 14 Days

Free Version

  • NA

Payment Frequency

  • Monthly Payment
Pricing Page  

Plans & Packages

Plus

$29 Per Month

Insightly CRM FAQ's

  • No, Insightly CRM does not offer a free version.

  • Yes, Insightly CRM offers a free trial.

  • No, Credit Card details are not required for the Insightly CRM trial.

  • Insightly CRM offers the following pricing plans & packages:

    Starting Plan:

    $29 Per Month

  • Insightly CRM supports the following payment frequencies:

    • Monthly Payment

  • Yes, Insightly CRM offers an API.

  • Insightly CRM offers support with the following options:
    • Email , Chat , Knowledge Base

  • Insightly CRM offers training with the following options:
    • Webinar , Documentation

  • Insightly CRM supports the following languages:
    • English , French , Portuguese , Spanish

  • Following are the typical users of the Insightly CRM:
    • Self-Employed , Small-Business , Midsize-Business , Large-Enterprise-Business

  • Insightly CRM supports the following deployment:
    • Cloud Hosted

  • Insightly CRM supports the following devices and operating systems:
    • Web-Based , iPhone , Android