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Insightly Overview

Insightly is a powerful customer relationship management (CRM) software designed to help businesses manage customer interactions and enhance their sales processes. This comprehensive platform offers tools for managing contacts, tracking leads, automating workflows, and generating reports, ensuring that organizations can effectively nurture relationships throughout the customer journey. With its intuitive interface, users can easily access customer information, schedule follow-ups, and analyze sales performance in real time. Insightly provides robust reporting capabilities that deliver valuable insights into customer behavior, sales trends, and overall business performance, enabling data-driven decision-making. By improving collaboration among teams and enhancing communication with customers, Insightly empowers organizations to boost customer satisfaction, drive sales growth, and improve overall business effectiveness, making it an essential tool for modern sales teams.

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Contact Details

  • Vendor Name Insightly
  • Founded 2010
  • Location United States

Support

  • Email Email
  • Phone Phone
  • Chat Chat
  • Knowledge Base Knowledge Base
  • FAQs/Forum FAQs/Forum

Training

  • Live Online Live Online
  • Webinar Webinar
  • Documentation Documentation
  • Videos Videos

Licensing & Deployment

  • Proprietary Proprietary
  • Cloud Hosted Cloud Hosted
  • Web-Based Web-Based
  • iPhone iPhone
  • Android Android

Typical Customers

  • Self-Employed Self-Employed
  • Small-Business Small-Business
  • Midsize-Business Midsize-Business

Languages Supported

English

Industries

Automotive, Construction, Education Management, Insurance, Marketing & Advertising

Insightly Features

  • Arrow Icon Search/Filter
  • Arrow Icon Pipeline Management
  • Arrow Icon Social Media Integration
  • Arrow Icon Data Import/Export
  • Arrow Icon Prospecting Tools
  • Arrow Icon Task Management
  • Arrow Icon Customer Database
  • Arrow Icon Campaign Management
  • Arrow Icon Lead Nurturing
  • Arrow Icon Segmentation
  • Arrow Icon Email Management
  • Arrow Icon CRM
  • Arrow Icon Sales Forecasting
  • Arrow Icon Contact Management
  • Arrow Icon Calendar Management
  • Arrow Icon Document Storage
  • Arrow Icon Drag & Drop
  • Arrow Icon Collaboration Tools
  • Arrow Icon Lead Management
  • Arrow Icon Sales Pipeline Management
  • Arrow Icon Lead Distribution
  • Arrow Icon Email Marketing
  • Arrow Icon Opportunity Management
  • Arrow Icon Data Synchronization
  • Arrow Icon Interaction Tracking
  • Arrow Icon Lead Capture
  • Arrow Icon Customizable Templates
  • Arrow Icon Sales Trend Analysis
  • Arrow Icon Calendar Management
  • Arrow Icon Lead Capture
  • Arrow Icon Workflow Management
  • Arrow Icon Interaction Tracking
  • Arrow Icon Opportunity Management
  • Arrow Icon Performance Metrics
  • Arrow Icon Email Management
  • Arrow Icon Pipeline Management
  • Arrow Icon Calendar Sync
  • Arrow Icon Email Marketing
  • Arrow Icon Task Management
  • Arrow Icon Forecasting
  • Arrow Icon Campaign Management
  • Arrow Icon Contact Management
  • Arrow Icon Document Storage
  • Arrow Icon Social Media Integration
  • Arrow Icon Collaboration Tools
  • Arrow Icon Sales Reports
  • Arrow Icon Web-based Deployment
  • Arrow Icon Lead Management
  • Arrow Icon Internal Chat Integration
  • Arrow Icon Lead Generation
  • Arrow Icon Lead Qualification
  • Arrow Icon Marketing Automation
  • Arrow Icon Quotes/Estimates
  • Arrow Icon Referral Tracking
  • Arrow Icon Reporting/Analytics
  • Arrow Icon Territory Management
  • Arrow Icon Deal Management
  • Arrow Icon Lead Nurturing
  • Arrow Icon Role-Based Permissions
  • Arrow Icon Lead Nurturing
  • Arrow Icon Sales Reports
  • Arrow Icon Social Media Integration
  • Arrow Icon Monitoring
  • Arrow Icon Pipeline Management
  • Arrow Icon Template Management
  • Arrow Icon Lead Qualification
  • Arrow Icon Calendar Management
  • Arrow Icon Sales Forecasting
  • Arrow Icon Lead Distribution
  • Arrow Icon Prospecting Tools
  • Arrow Icon Task Management
  • Arrow Icon Document Storage
  • Arrow Icon Lead Segmentation
  • Arrow Icon Reminders
  • Arrow Icon Email Tracking
  • Arrow Icon Interaction Tracking
  • Arrow Icon CRM
  • Arrow Icon Web Forms
  • Arrow Icon Email Marketing
  • Arrow Icon Lead Capture
  • Arrow Icon Campaign Management
  • Arrow Icon Contact Management
  • Arrow Icon Workflow Management
  • Arrow Icon Sales Trend Analysis
  • Arrow Icon Source Tracking
  • Arrow Icon Lead Generation
  • Arrow Icon Opportunity Management
  • Arrow Icon Lead Capture
  • Arrow Icon Customer Support
  • Arrow Icon Lead Nurturing
  • Arrow Icon Activity Dashboard
  • Arrow Icon Data Visualization
  • Arrow Icon Brand Tracking
  • Arrow Icon Contact Management
  • Arrow Icon Customer Engagement
  • Arrow Icon Social Media Monitoring
  • Arrow Icon Social Promotion
  • Arrow Icon Sales Pipeline Management
  • Arrow Icon Email Marketing
  • Arrow Icon Reporting/Analytics
  • Arrow Icon Tagging
  • Arrow Icon Communication Management
  • Arrow Icon Audience Targeting
  • Arrow Icon Marketing Automation
  • Arrow Icon Calendar Management
  • Arrow Icon Content Management
  • Arrow Icon Sentiment Analysis
  • Arrow Icon Task Management
  • Arrow Icon Customer Database
  • Arrow Icon Social Media Integration
  • Arrow Icon Live Chat
  • Arrow Icon Email Tracking
  • Arrow Icon CRM
  • Arrow Icon Customer Social Profiles
  • Arrow Icon Collaboration Tools
  • Arrow Icon Engagement Tracking
  • Arrow Icon Task Scheduling
  • Arrow Icon Task Editing/Updating
  • Arrow Icon Task Progress Tracking
  • Arrow Icon Commenting/Notes
  • Arrow Icon Calendar Management
  • Arrow Icon Real Time Notifications
  • Arrow Icon Gantt/Timeline View
  • Arrow Icon Create Subtasks
  • Arrow Icon Gamification
  • Arrow Icon Activity Tracking
  • Arrow Icon Prioritization
  • Arrow Icon Collaboration Tools
  • Arrow Icon To-Do List
  • Arrow Icon Project Planning
  • Arrow Icon Reporting/Analytics
  • Arrow Icon Document Management
  • Arrow Icon Task Board View
  • Arrow Icon Alerts/Notifications
  • Arrow Icon Assignment Management
  • Arrow Icon Status Tracking
  • Arrow Icon Email Management
  • Arrow Icon Recurring Tasks
  • Arrow Icon Project Tracking
  • Arrow Icon Time Tracking
  • Arrow Icon Task Tagging
  • Arrow Icon Deadline Management
  • Arrow Icon File Management
  • Arrow Icon Spreadsheet View
  • Arrow Icon Parent Task
  • Arrow Icon Search/Filter
  • Arrow Icon Task Management
  • Arrow Icon Collaboration Tools
  • Arrow Icon Approval Process Control
  • Arrow Icon Resource Allocation & Planning
  • Arrow Icon Activity Dashboard
  • Arrow Icon Customizable Templates
  • Arrow Icon Gantt/Timeline View
  • Arrow Icon Mobile Access
  • Arrow Icon Kanban Board
  • Arrow Icon For Nonprofits
  • Arrow Icon Calendar Management
  • Arrow Icon Email Marketing
  • Arrow Icon Campaign Management
  • Arrow Icon Pipeline Management
  • Arrow Icon Lead Management
  • Arrow Icon Lead Capture
  • Arrow Icon Referral Tracking
  • Arrow Icon Sales Activity Management
  • Arrow Icon Performance Metrics
  • Arrow Icon Third-Party Integrations
  • Arrow Icon Customer Database
  • Arrow Icon Territory Management
  • Arrow Icon Activity Dashboard
  • Arrow Icon Forecasting
  • Arrow Icon Contact Management
  • Arrow Icon Task Management
  • Arrow Icon Opportunity Management
  • Arrow Icon Customizable Fields
  • Arrow Icon Pipeline Management
  • Arrow Icon Lead Management
  • Arrow Icon Workflow Management
  • Arrow Icon Data Visualization
  • Arrow Icon Contact Management
  • Arrow Icon Contact Database
  • Arrow Icon Data Import/Export
  • Arrow Icon What If Scenarios
  • Arrow Icon Graphical Data Presentation
  • Arrow Icon Activity Tracking
  • Arrow Icon Statistical Analysis
  • Arrow Icon Forecasting
  • Arrow Icon Sales Reports
  • Arrow Icon Dynamic Modeling
  • Arrow Icon Customizable Reports
  • Arrow Icon Opportunity Management
  • Arrow Icon Alerts/Notifications
  • Arrow Icon Budgeting/Forecasting
  • Arrow Icon Modeling & Simulation
  • Arrow Icon Lead Capture
  • Arrow Icon Sales Pipeline Management
  • Arrow Icon Lead Management
  • Arrow Icon Reporting/Analytics
  • Arrow Icon Appointment Scheduling
  • Arrow Icon Task Management
  • Arrow Icon Interaction Tracking
  • Arrow Icon Alerts/Notifications
  • Arrow Icon Customizable Reports
  • Arrow Icon Activity Dashboard
  • Arrow Icon Commenting/Notes
  • Arrow Icon Third-Party Integrations
  • Arrow Icon Data Import/Export
  • Arrow Icon Lead Scoring
  • Arrow Icon Document Management
  • Arrow Icon Email Templates
  • Arrow Icon Call Logging
  • Arrow Icon Search/Filter
  • Arrow Icon Referral Tracking
  • Arrow Icon Mobile Access
  • Arrow Icon Lead Qualification
  • Arrow Icon Contact Database
  • Arrow Icon Sales Pipeline Management
  • Arrow Icon Territory Management
  • Arrow Icon Quotes/Estimates
  • Arrow Icon Customizable Fields
  • Arrow Icon Calendar/Reminder System
  • Arrow Icon Marketing Automation
  • Arrow Icon Task Management
  • Arrow Icon Interaction Tracking
  • Arrow Icon Social Media Integration
  • Arrow Icon Pipeline Management
  • Arrow Icon Lead Capture
  • Arrow Icon Forecasting
  • Arrow Icon Contact Management
  • Arrow Icon Email Management
  • Arrow Icon Lead Generation
  • Arrow Icon Workflow Management
  • Arrow Icon Activity Dashboard
  • Arrow Icon Internal Chat Integration
  • Arrow Icon Segmentation
  • Arrow Icon Alerts/Notifications
  • Arrow Icon Document Storage
  • Arrow Icon Lead Management
  • Arrow Icon Reporting/Analytics
  • Arrow Icon Data Import/Export

Insightly Pricing

Pricing Type

  • Pricing Type Per User

Preferred Currency

  • USD ($) USD ($)

Free Trial

  • Free Trial Available

Free Version

  • NA

Payment Frequency

  • Monthly Subscription Monthly Subscription

Plans & Packages

Plus

$29 Per User

Top Insightly Alternatives

View all Insightly Alternatives

Dynamics 365

HubSpot CRM Verified Profile

Odoo

Salesforce Sales Cloud

Insightly FAQs

Insightly is a powerful customer relationship management (CRM) software designed to help businesses manage customer interactions and enhance their sales processes. This comprehensive platform offers tools for managing contacts, tracking leads, automating workflows, and generating reports, ensuring that organizations can effectively nurture relationships throughout the customer journey. With its intuitive interface, users can easily access customer information, schedule follow-ups, and analyze sales performance in real time. Insightly provides robust reporting capabilities that deliver valuable insights into customer behavior, sales trends, and overall business performance, enabling data-driven decision-making. By improving collaboration among teams and enhancing communication with customers, Insightly empowers organizations to boost customer satisfaction, drive sales growth, and improve overall business effectiveness, making it an essential tool for modern sales teams.

  • No, Insightly does not offer a free version.

  • Yes, Insightly offers a free trial.

  • No, Credit Card details are not required for the Insightly trial.

  • Insightly offers the following pricing plans & packages:

    Plus

    $29 Per User

  • Insightly supports the following payment frequencies:

    • Monthly Subscription

  • No, Insightly does not offer an API.

  • Insightly offers support with the following options:
    • Email , Phone , Chat , Knowledge Base , FAQs/Forum

  • Insightly offers training with the following options:
    • Live Online , Webinar , Documentation , Videos

  • Insightly supports the following languages:
    • English

  • Following are the typical users of the Insightly:
    • Self-Employed , Small-Business , Midsize-Business

  • Insightly supports the following deployment:
    • Cloud Hosted

  • Insightly supports the following devices and operating systems:
    • Web-Based , iPhone , Android

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