Make your client relationship and proposal management easier
We use Insightly to manage all the client information, relationship, and track proposal phases. We use it mostly in the client …
Insightly Marketing
Insightly Marketing
Starting at $299 billed annually
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Pricing
View all pricingPlus
$299 per month
Cloud
billed annually
Professional
$599 per month
Cloud
billed annually
Enterprise
$1,299 per month
Cloud
billed annually
Entry-level set up fee?
- No setup fee
For the latest information on pricing, visithttps://www.insightly.com/pricing…
Offerings
- Free Trial
- Free/Freemium Version
- Premium Consulting / Integration Services
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Product Details
What is Insightly Marketing?
Insightly Marketing is marketing automation made simple. It is built on the same platform as Insightly CRM, so customer data flows freely between the two systems in real time, giving users and their teams access to actionable insights faster. The vendor states it has an easy-to-use interface for creating customer journeys, email templates, customer newsletters and shareable dashboards. WIth it, they say users can build engaging campaigns and grow a pipeline to support sales in minutes.
Insightly Marketing Features
Email & Online Marketing Features
- Supported: WYSIWYG email editor
- Supported: Dynamic content
- Supported: Ability to test dynamic content
- Supported: Landing pages
- Supported: A/B testing
- Supported: Mobile optimization
- Supported: Email deliverability reporting
- Supported: List management
Lead Management Features
- Supported: Lead nurturing
- Supported: Lead scoring and grading
Campaign Management Features
- Supported: Calendaring
- Supported: Event/webinar marketing
Reporting & Analytics Features
- Supported: Dashboards
- Supported: Standard reports
- Supported: Custom reports
Platform & Infrastructure Features
- Supported: API
- Supported: Customizability
Insightly Marketing Screenshots
Insightly Marketing Integrations
- Google G-Suite login
- Microsoft Office 365 login
- SAML single sign-on
- Zoom webinar registration
Insightly Marketing Competitors
- Pardot
- Adobe Marketo Engage
- Hubspot Marketing
- Eloqua Oracle
Insightly Marketing Technical Details
| Deployment Types | SaaS |
|---|---|
| Operating Systems | Unspecified |
| Mobile Application | No |
| Supported Languages | English, French, Portuguese, Spanish, German, Italian |
Comparisons
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Reviews and Ratings
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We use Insightly to manage all the client information, relationship, and track proposal phases. We use it mostly in the client representative and project management team. It helps us to manage our proposals.
- Custom workflows
- Easy to search and find
- Good interface
- Sometimes have to group things manually.
- Should have some auto sync option.
We use Insightly to manage and track our customer relationships and customer data. We are a relationship based business, so this database helps us to keep track of our clients and their data and information. The database allows us to link clients to projects and companies and helps us to stay organized.
- Manage Customer Data
- Link Projects to People
- Automate Follow-up Reminders
- Track Emails
- Create Reports
- Create Lists
- Integrate better with Outlook
- Integrate with Campaign Monitor
- Integrate with ProCore
- Integrate with Building Connected