- What is Insightly
- Product Quality Score
- Main Features
- List of Benefits
- Technical Specifications
- Available Integrations
- Customer Support
- Pricing Plans
- Other Popular Software Reviews
What is Insightly?Insightly is touted as the number one online small business CRM with over 500,000 users worldwide. It’s a cloud-based CRM solution for small business with an enterprise-level solution for multi-level organizations. Among its main features are contact management, pipeline management and task management to help you get clear sales visibility, overview of your business, track your deliverables to customers, improve customer communication, collaboration within the organization and increase productivity and efficiency. The CRM has an iOS, Kindle and Android mobile platform for on-location flexibility, and it integrates well with popular applications, such as, Google Apps & Gmail, Evernotes, MailChimp, Office, and Outlook. Want to know more about this software? Our Insightly reviews discuss the software’s pricing, benefits and technical specifications in detail below.
Product Quality Score
Main features of Insightly are:
- Automatic Address Book
- Flexible Calendaring and Events
- Fast Search
- Insightly Notes, Evernotes and Comments
- Web to Contact forms
- Custom Fields and Filters
- File Sharing to keep related records together and accessible
- Linking (Direct Relationships Between Contacts, Organizations, Opportunities, Projects)
- Tags by keywords, contacts, projects
- Notification and Follow System
- Mass Email Contacts with MailChimp Integration
- Get Automatic Email Reminders
- Create Milestones, Pipelines and Tasks for Projects
- Specify Roles for Contacts
- Track All Email Correspondence
- Include Any Files Associated with the Project
- View Completed Tasks and Events by Project
- View Task and Event Reports
- Google Apps & Gmail
- Easy file uploads
- Google Drive
- Other applications via the Insightly API
- Tasks and Milestones
- Easy to invite new users
- Pipeline Activity Sets
- Dashboard for quick lookups
- Opportunity Reports
- Create user permissions
- Set up teams
- 128bit SSL security (military grade AES-256 encryption)
- Set up relationships, pipelines, and activity sets
- Add custom fields
- Automatic backups
- iOS app
- Mobile site
- Android app
- Auto detection of email address, Twitter, and LinkedIn profiles
- Single click to see contact’s public online information
- REST-based Application Programming Interface (API)
- Technical resources for Tasks, Contacts, Organizations, Opportunities and Projects
- HTTP Basic authentication to monitor calls to API
- JSON and XML support
- Limited OData support
- Simple, clear training course materials
- Partnership with Logical Operations
The main benefits of Insightly are its rich feature set, general usability, and mobile support. The following are the benefits in details:
See a holistic view of contacts
The one thing that we cite about this software in our Insightly reviews is that it allows you to implement CRM best practices to organize contacts–customers, partners, vendors, and suppliers–with a 360-degree view. Check their background, email history, important dates, and other data relevant to their associated projects or opportunities. Other critical actions you can do include: share files; manage contacts, opportunities, projects in a meaningful link, and mass email via MailChimp integration.
Be on top of your customer at every engagement stage
Insightly also features integrated project management at every stage of engagement with the customer. These include: oversee recent activities and track project performance and progress against your preset timeline; create project milestones, pipelines, and tasks; set automated email alerts; and track email correspondence.
Get a small or big picture of your business
With Dashboard, Tasks/Milestones, Pipeline Activity, and Opportunity Reports you get a real-time macro or micro view of your business activities.
Easy to use
Insightly is designed for the busy businessman with user-friendly and intuitive tools so it’s easy to invite new users, customize features, and secure data.
The Insightly mobile app is compatible with iPad/iPhone, Google Nexus, Amazon Kindle HD, and device with a similar OS.
Enter an email address and let Insightly detect its associated social networks including Twitter, Facebook, Google+ and LinkedIn, and wherever the user email account has participated.
Integrate easily (developers)
Integrating the CRM with other programs is easy with its conventional HTTP REST API. The vendor provides technical details and supports JSON and XML based requests. The API allows you to access and update data stored in Insightly.
The one-day, class-based Insightly End User Curriculum (separately charged at $35 per class with training materials) offers small business owners to optimize Insightly as per their business goals.
Read a detailed Insightly review to get more information about its capabilities.
- Small business
- Medium business
The following Insightly integrations are currently offered by the vendor:
- Google Apps
- Google Drive
- Google Calendar
- Outlook 2013
- Quote Roller
- API access
Insightly pricing is available in the following plans: