Reviews (1-6 of 6)
(-) When I add a new lead from an existing organization, I would like the organization's information to automatically populate the fields like address, website, description. I enter all that information manually. (-) My mass mailing experience has been tedious due to the email function being interrupted and crashing due to bad email addresses in some of my records. (-) Many of my leads do not have current email addresses. I wish Insightly offered a tool to help find email addresses. I spend too much time researching to find email addresses.
Same goes for the reports - i didnt find any way of saving a report or sending it weekly.
I think that the need to implement better triggers in that sense.
Performance is a different issue - its GREAT!
Insightly Scorecard Summary
Feature Scorecard Summary
What is Insightly?
Insightly is an online unified platform that provides CRM and marketing automation solutions targeted at small and mid-sized businesses. Marketing automation 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 boasts over 1.5 million worldwide small and mid-size business Insightly users build relationships, generate quotes, accelerate sales and deliver projects, and state it is the #1 Gmail, G Suite & Outlook CRM.
According to the vendor, businesses use Insightly for:
- Relationship linking
- Contact management
- Email tracking
- Lead management
- Opportunity management
- Quote generation
- Workflow automation
- Project management
- Advanced reporting
- Mobile CRM app with business card scanning and audio notes
- Localization/internationalization- Spanish, French, Portuguese, German, Italian
- Over 40 app integrations including Gmail, Google Apps, Mailchimp, Box, QuickBooks Online, etc.
Insightly Videos (6)
Starting Price: $29
- Has featureFree Trial Available?Yes
- Has featureFree or Freemium Version Available?Yes
- Has featurePremium Consulting/Integration Services Available?Yes
- Entry-level set up fee?No
|Marketing - Plus||$299||per month|
|Marketing - Professional||$599||per month|
|Marketing - Enterprise||1,299||per month|
|CRM - Plus||$29||per user/per month|
|CRM - Professional||$49||per user/per month|
|CRM - Enterprise||$99||per user/per month|
All plans are billed annually.
Insightly Support Options
|Free Version||Paid Version|
|Video Tutorials / Webinar|
|1-on-1 Onboarding Sessions|
Insightly Technical Details
|Mobile Application:||Apple iOS, Android|
|Supported Languages:||English, French, Portuguese, Spanish, German, Italian|