Category: Customer relationship management

Industries: Marketing, Business/Productivity, Information Technology

Insightly is a unified customer relationship management (CRM) platform for growing businesses
across all industries, including manufacturing, professional services, health & wellness, media,
education, retail, construction, and others. With more than 1.5 million users worldwide, Insightly
is the world’s most popular CRM software for Google and Office 365 users.

Centralize and manage all your customer, sales, and business data—leads, contacts, emails,
events, quotes, projects, tasks, opportunities, and business reports—in one easy-to-use,
flexible, and secure CRM that scales with your business.

Increase sales efficiency and transparency with Insightly’s enterprise-grade Products, Price
books, and Quotes (PPQ) capabilities. Quickly search, track, and manage millions of distinct
products and services right inside the Insightly platform. Connect products and services to
individual opportunities, eliminating human errors, bottlenecks, and inconsistencies. With
Insightly’s PPQ, your field teams can generate custom quotes, contracts, and proposals for their
opportunities with just a few clicks. Enjoy complete control and visibility into what you sell, to
whom, when, and at what price.

Use Insightly’s custom objects and apps to tailor workflows and processes to your unique
business needs and preferences, ensuring high adoption and satisfaction.
Easily integrate Insightly with other tools, including email, file management, accounting, and/or
messaging platforms. For any other integrations, Insightly offers an open (and free) RESTful
API, webhooks, or Lambda functions to enable data synchronization.

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$29/ user, per month (billed annually)
$49/ user, per month (billed annually)
$99/ user, per month (billed annually)
Insightly CRM is a great option to consider, it has all the needed features like dashboard, process workflow, lead management, opportunities , converting opportunities to project, etc..we are still in the trial process, I couldn't find much things to dislike
It can be integrated with many other applications and the customisation is very flexible.Maybe pricing should be more flexible in terms of the needed features.


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insightly reviews

a) INTEGRATIONS - The main reason that I subscribed to Insightly was its ability to integrate with Quickbooks. This has eliminated copying errors as well as improved our workflow. I also integrate with Mailchimp. b) WORKFLOWS - Since I am often on the road and taking phone calls, it is great to be able to send emails automatically based on criteria that I have set up as well as set-up tasks. The emails that I send make me look like a genius.

- Stephen C. President, Owner

Reports and charts are a quick-go to get an idea for the complete activity in the process. The email feature is the best to be sent within by a single click and the history gets saved for future records. Bulk editing while using big data is the most useful addition to the tool. The pipeline stage gets the team on track.

- Ayesha M. Product Manager

For smaller firms, this used to be a simple but effective platform that had the features needed to be successful. Being able to get a team up and going, make changes to the system and get data into and out of the system was great.

- Sam P. Marketing Director

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