Insightly is a fully functional CRM software for small to mid-size businesses that enables users to manage customer interactions, leads, contacts, opportunities and projects.
FEATURES/FUNCTIONALITY
Insightly enables customers to quickly search and retrieve information on customers, including the status of open sales and projects. The solution enables users to collect leads from multiple sources. Once a lead is qualified, it can be converted into a sales opportunity and Insightly will automatically create a linked contact and organization.
Insightly features APIs and a Zapier community supporting integrations with cloud solutions such as Microsoft’s PowerBI and QuickBooks Online. Insightly also offers advanced reporting that provides the capability to create custom reports via a drag-and-drop functionality.
TARGETED USERS
Insightly is aimed at small business owners (with or without administrative or accounting support staff) who engage in routine sales, project management and accounting activities relevant to a wide variety of verticals, including: IT consulting, manufacturing and education.
COMPATIBILITY
Insightly connects CRM and project management to online applications such as G Suite, Outlook 2013, MailChimp, Evernote, Box, Dropbox, QuickBooks Online and PandaDoc. All proprietary business information is protected through SOC 2 compliance and SSL encryption to a fault-tolerant storage infrastructure.
DELIVERY/PRICING MODELS
The solution starts with a free model for up to two users. Then, there are several different pricing plans, with the highest being the enterprise plan that starts at $99 per month, per user.Insightly is a 100% SaaS-based CRM platform.
CURRENT CLIENTS/USERS
Insightly has customers (including AggData and Keller Williams) spanning industries that include: advertising/media, manufacturing, IT consulting, education, staffing, travel and real estate.
COMPETITIVE POSITIONING
Insightly is an easy-to-use CRM for managing deep customer relationships, allowing users to close new business, track post-sale customer interactions and drive repeat business.
CONTACT INFO
Insightly
1-888-999-4039
sales@insightly.com
