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Insightly

Insightly is the easy, powerful and affordable online Customer Relationship & Project Management Software used by over 400,000 small businesses world wide.

Insightly

Insightly Reviews and Details

This page is designed to help you find out whether Insightly is good and if it is the right choice for you.

Screenshots and images

  • Insightly Landing page
    Landing page //
    2023-07-14

Features & Specs

  1. User-Friendly Interface

    Insightly features a straightforward and intuitive interface, making it easy for users to navigate through the platform and manage their tasks efficiently.

  2. Integration Capabilities

    Insightly seamlessly integrates with a wide range of third-party applications such as Google Workspace, Microsoft Office, and various marketing automation tools, facilitating smoother workflow integration.

  3. Customizable

    The platform offers a high degree of customization options for dashboards, fields, and workflows, allowing organizations to tailor the CRM to meet their specific needs.

  4. Project Management Features

    In addition to CRM functionalities, Insightly provides robust project management tools that help teams manage projects, tasks, and deadlines within the same platform.

  5. Mobile Accessibility

    Insightly offers a mobile app that ensures users can access CRM data anytime and anywhere, adding a layer of flexibility for on-the-go professionals.

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Insightly Review | CRM Software | Pearl Lemon Reviews

Insightly CRM Review & Pricing - What We Think About Insightly

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Reviews

  1.  
    Awesome.

    I recently tried out Insightly's servise and I absolutely appreciate it! It's extremely intuitive and user-friendly, making it easy for me to keep track of all my customer relationships as well as manage projects. Plus, the pricing is very affordable compared to some of the other similiar to this project management systems out there - a total win! I highly recommend Insightly.

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Summary of the public mentions of Insightly

Overview of Public Opinion on Insightly

Insightly, positioned within the competitive ecosystems of CRM and project management tools, has consistently garnered attention for its simplicity, intuitiveness, and suitability for small businesses. It operates effectively in the same space as other industry stalwarts like Salesforce, Zoho CRM, and Pipedrive. Generally perceived as a viable option for companies with straightforward sales processes, Insightly offers an array of functionalities that appeal to specific user bases, predominantly small enterprises and niche markets.

User-Friendly Interface and Customization

The CRM is lauded for its intuitive user interface, which facilitates straightforward navigation and efficient management of business tasks. Users particularly appreciate the ability to build unique sales pipelines and utilize comprehensive filtering options, delivering efficient segmentation of large data volumes into manageable units. The emphasis on usability extends to its project management capabilities, offering tools critical for task control, efficiency enhancement, and improved visibility over sales operations.

Features and Automation Capabilities

Insightly has been recognized for supporting multi-step business processes through automation. Features such as email automation, lead routing, and reporting have been highlighted as instrumental for businesses aiming to streamline operations. Founder Antony Smith emphasizes the software's orientation towards small businesses, underscoring its role as a cogent alternative to Salesforce by meeting the CRM needs of smaller organizations adeptly. Through automation of alerts, task assignments, and data entry, businesses can circumvent manual errors and save time, enhancing operational efficiencies.

CRM Integration and Mobility

Integration capabilities with prevalent emailing platforms like Gmail, Outlook, and MailChimp broaden Insightly's applicability and ease adaptability into existing company workflows. The availability of mobile applications for iOS, Android, and Kindle further enhances its appeal among on-the-go professionals, ensuring CRM data remains accessible across various devices. This mobility is complemented by visualization tools that empower businesses to derive actionable insights from their data, promoting informed decision-making.

Market Position and Limitations

While Insightly emerges as a favorable tool for specific demographics, it faces challenges when juxtaposed with expansive solutions like Salesforce. Some criticism points to its basic configuration relative to more feature-rich platforms, suggesting its limiting potential in expansive, complex business environments. For companies prioritizing comprehensive CRM functionalities that encompass advanced analytics and extensive customization possibilities, Insightly may not present a fully competitive edge against giants like Salesforce or even free solutions like Bitrix24.

Conclusion

In summary, Insightly occupies a valuable niche within the CRM market, offering considerable strengths in simplicity, ease of use, and essential automation. Its focus on small businesses and straightforward sales processes marks it as a commendable tool for entities valuing practicality and mobile accessibility. However, enterprises seeking a robust, all-encompassing CRM experience may find other platforms more aligned with their needs.

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Is Insightly good? This is an informative page that will help you find out. Moreover, you can review and discuss Insightly here. The primary details have not been verified within the last quarter, and they might be outdated. If you think we are missing something, please use the means on this page to comment or suggest changes. All reviews and comments are highly encouranged and appreciated as they help everyone in the community to make an informed choice. Please always be kind and objective when evaluating a product and sharing your opinion.