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Insightly

Insightly is a scalable, user-friendly CRM that centralizes sales, customer, and project data. It features lead and contact management, quoting tools, and integrations with 500+ apps. With mobile access, marketing add-ons, and workflow customization, it supports growing teams across industries.

4.1

Software Info

Pricing

Score

Alternatives

Insightly Overview

Insightly is a modern, affordable CRM designed to help businesses centralize and manage customer relationships, sales pipelines, and operational tasks in a single, flexible platform. Easy to use and scalable, it supports lead and contact management, email tracking, project tracking, and sales automation. Insightly’s powerful Products, Price books, and Quotes (PPQ) capabilities allow field teams to create accurate quotes and contracts quickly. With AppConnect, it integrates with over 500 apps, including Gmail, QuickBooks, Slack, and Mailchimp. Users can also customize workflows with custom objects and apps. Companion products for marketing automation and customer service further enhance its value. Trusted by over one million users worldwide, Insightly ensures teams stay connected and productive—anytime, anywhere.

Features

Sales Pipeline and Opportunity Management

Project and Task Management

Workflow Automation

AppConnect Integrations

Insightly Pricing Overview

Insightly Score

Smyte Score

4.1 Number of Reviews 1660

Smyte Score

The Smyte Score is a weighted average from leading review sites across the web.

100+ reviews for Software Name

Pros

User-Friendly Interface and Customization:
Users consistently highlight Insightly’s intuitive interface, making it easy to navigate and manage tasks. The platform’s customization capabilities, such as creating custom fields and objects, allow businesses to tailor the CRM to their specific needs.

Robust Integration Capabilities:
Insightly’s AppConnect feature enables seamless integration with over 500 popular applications, including Gmail, Outlook, Slack, Mailchimp, and QuickBooks. This extensive integration ecosystem enhances workflow efficiency and data synchronization across platforms.

Comprehensive Project and Task Management:
Beyond traditional CRM functionalities, Insightly offers integrated project and task management tools. Users can convert opportunities into projects, assign tasks, set milestones, and monitor progress, ensuring a cohesive transition from sales to project execution.

Cons

Steep Learning Curve for Advanced Features:
While the basic functionalities are user-friendly, some users report a learning curve when navigating advanced features like complex workflow automation and custom reporting. This may require additional time and training to fully leverage the platform’s capabilities.

Limited Customer Support in Basic Plans:
Users have noted that access to live customer support is restricted in the lower-tier plans. Premium support options are available but come at an additional cost, which may be a consideration for small businesses with limited budgets.

Higher Cost for Advanced Features:
Some users find that accessing advanced features, such as workflow automation and custom objects, requires upgrading to higher-priced plans. This pricing structure may pose challenges for startups or small businesses seeking comprehensive functionalities at a lower cost.

** Smyte uses AI to analyze online reviews, extracting key pros and cons by identifying patterns and summarizing customer feedback into actionable insights.

FAQs

1. Does Insightly offer a free trial?

Yes, Insightly provides a 14-day free trial for all its CRM plans, allowing users to explore the platform’s features before committing.

2. Can Insightly integrate with other applications?

Absolutely. Insightly’s AppConnect feature enables integration with over 500 applications, including Gmail, Outlook, Slack, Mailchimp, and QuickBooks, facilitating seamless workflow management.

3. Is Insightly suitable for small businesses?

Yes, Insightly is designed to scale with businesses of all sizes. Its user-friendly interface and customizable features make it particularly appealing to small and medium-sized enterprises.

4. What kind of customer support does Insightly offer?

Insightly provides a comprehensive knowledge base and email support. Live customer support is available in higher-tier plans or as an additional premium service.

5. Does Insightly have mobile applications?

Yes, Insightly offers mobile applications for both Android and iOS devices, allowing users to manage contacts, tasks, and projects on the go.

Insightly

4.1

Software Info

Pricing

Score

Alternatives

Insightly Overview

Software Details

Features

Insightly Pricing Overview

Insightly Score

Smyte Score

4.1

Number of Reviews 1660

Smyte Score

100+ reviews for Software Name

Pros

Cons

FAQs

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