Insightly, a customer relationship management (CRM) software, aims to help modern B2B businesses build lifelong customer relationships and grow revenue. Insightly is designed to provide out-of-the-box capabilities that allow users to tailor experiences for every customer-facing role.
The new release offers additional features around data capture, data display, data validation and mobile capability via custom fields, a dynamic page layout editor and drag-and-drop configurability across every page. This deeply customizable interface is designed to surface the information users need to serve customers within the context of their own role. By creating a unique experience for each employee, Insightly aims to increase user adoption and enable businesses to more effectively serve their customers.
Insightly is positioned to provide enterprise-grade capabilities to midsize businesses. The platform is particularly well suited to companies with clients who operate on a project basis, such as manufacturing and consulting.
The platform offers a comprehensive Microsoft Outlook integration, so Outlook users can view contact details and account history from the Insightly CRM platform directly in their inbox prior to contacting prospects. It is also designed to allow customers to automatically link those emails to their contacts or opportunities for future reference. The Insightly Outlook toolbar aims to let users not only save emails, but also pull Insightly email templates into the compose screen, schedule email outreach and track emails to see if and when a prospect opens the note.
Insightly is designed as a simple-to-use, yet powerful CRM system that is built on top of a metadata-driven architecture and customer relationship platform. Pricing starts at $29 per month for each user.
Insightly services clients across a variety of industries, including manufacturing, consulting and education. Current users include DynEd, Bright Planet Solar and Annexus Health.
Insightly aims to:
- Integrate workflow automation into the CRM process; project delivery to ensure that what is sold is actually delivered to the customer;
- Allow companies to link customers, emails and other information to database contacts and build a relationship graph of how contacts are connected; and
- Offer integrated business intelligence directly within its CRM platform, which is positioned to serve as a natural system of record for midsize businesses and provide a complete out-of-the-box solution for surfacing customer and business data.