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Updated on: September 29, 2022

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Insightly

Elegant solution for Business Development

(1,241 Ratings) Write Review

What is Insightly and how does it work?

Insightly is a powerful CRM tool for capturing and managing leads in every aspect of a sales process. Insightly gives you the power of complete contact management and can track the relevant lead information from emails. One can upload files straight from Dropbox, Box, Google Drive, Microsoft OneDrive and Insightly online without any upsets and conveniently. The inbuilt project management system helps you continuously monitor the workflow and publish at the right time. Unquestionably, this tool fits in different sectors like accounting, construction, education, health, real estate and many more.

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Insightly Features Show All Features

CRM Features

Quotes (Proposals)Quotation or a proposal is one which establishes a contractual relationship. A quotation is a supplier`s response to a request by a prospective customer - one legal entity offers a contract to another. The supplier is legally bound to the conditions of his quotation.
List ManagementList management is a series of procedures for gathering information about subscribers, analyzing their activities, ensuring the validity of their email addresses, cleaning an email list of inactive users, and so on. These steps assist companies in maintaining a healthy email list, which is essential for email marketing success.
Customer SupportCustomer support is a service provided to help customers resolve any technical problems that they may have with a product or service.
Marketing AutomationMarketing automation refers to software frameworks and technologies that help marketing departments and companies market more efficiently across multiple channels online while also automating tedious tasks. Marketing automation assists you in identifying potential buyers and automating the process of cultivating those leads to the point that they are ready to be sold to. It automates behaviors that bring customers to the point where they can be approached directly by the sales team with the goal of closing a deal and beginning a long-term partnership, and the data it collects can help you decide which marketing tactics to use.
Referral TrackingReferral tracking means collecting data across the entire referral process; from a customer registering to become a referrer, to them sharing a referral link or code with their friend, to that friend following that link or using that code to become a customer, or taking any other action that has value to you, like downloading an app — and everything in between.
Project ManagementProject management is the use of procedures, strategies, expertise, knowledge, and experience to meet particular project goals within agreed-upon guidelines while adhering to project approval requirements. Final deliverables are limited by a finite timeframe and budget in project management.
Lead ScoringLead scoring is a methodology used by sales and marketing departments to rank leads, or prospective customers by assigning values to them based on their behaviour relating to products or services.
Product CatalogA product catalog is a type of marketing collateral that lists essential product details that help buyers make a purchase decision. These details include product features, descriptions, dimensions, price, weight, availability, color, customer reviews, and more.
Call LoggingCall logging/recording aids in the management and analysis of the sales calls. It may also allow you to make, receive, record, redirect, and assign ownership to calls, as well as serve as a call logger to ensure that missed calls are never forgotten again. Call logging gives you a better understanding of what's going on with your sales calls.
Contact ManagementThe process of storing, organizing, and monitoring information about your clients, prospects, and sales leads is known as contact management. In its most simple form, an address book or an Excel or Google spreadsheet with entries for all of the people with whom you do business can be used to handle your contact details. Many companies, on the other hand, prefer to use advanced contact management software. This is particularly useful if you have a large number of contacts to keep track of or several people who need access to the information.

Marketing Automation Features

Website Visitor TrackingWebsite visitor tracking is the process of identifying important website activity to generate leads and insight for sales and marketing teams. These solutions generate reports of companies and/or people that visit your company’s website.
Lead NurturingLead nurturing is the method of building and reinforcing relationships with customers at every point of the sales funnel. An effective lead nurturing program focuses marketing and communication strategies on listening to prospects' needs and providing the information and answers they need to create confidence, raise brand awareness, and sustain a link until the prospects are ready to buy.
Lead ManagementLead Management is the process of acquiring and managing leads (potential customers) until the point where they make a purchase. Lead management should not be confused with lead nurturing, which is a specific part of lead management that takes place towards the end of the process.
Landing PagesLanding pages are standalone web pages created for the purpose of promoting or advertising a marketing or advertising campaign. A landing page is a place where a visitor "lands" after clicking on a link in an email or advertising from Google, Bing, YouTube, Facebook, Instagram, Twitter, or other websites. Unlike web pages, which usually have several objectives and promote exploration, landing pages have a single objective, referred to as a call to action (or CTA).
Email Drip CampaignsEmail drip campaigns are series of automated emails sent to people who take a specific action. You may choose the number of emails to send and the rate at which they are sent for any given action. These emails can be customized by including information such as the recipient's name and detailed references to the action they took. For example, you might submit a drip campaign to someone who registers for your online course. You might also use abandoned cart emails to give a drip campaign to people who add an item to their online cart but don't buy it.
Channel ManagementSocial media management is the process of creating, publishing, promoting, and managing content across social media channels like Facebook, Instagram, Pinterest, YouTube, more.
Campaign SegmentationSocial media segmentation is breaking down your audience demographics within and between different social media platforms. It gives you an understanding of the different groups of people using various social media channels so you know which channels to employ to reach those groups.
Analytics (ROI Tracking)Analytics is the method of analyzing data in the database to discover valuable consumer insights that companies can act on. Software integrated with analytics become more intelligent in their understanding of customers, allowing you to make data-driven decisions.
Multivariate TestingMultivariate testing is a technique for altering multiple variables to test a hypothesis. The aim of multivariate testing is to figure out which combination of variations out of all the possibilities performs the best. Combinations of changeable components make up websites and smartphone applications. A multivariate test involves modifying several elements at once, such as an image and headline. Three picture variations and two headline variations are combined to produce six material variations that are checked simultaneously to find the winning variant.
Lead ScoringLead scoring is a methodology used by sales and marketing departments to rank leads, or prospective customers by assigning values to them based on their behaviour relating to products or services.

Project Management Features

Timeline ViewA project timeline is a visual list of tasks or activities placed in chronological order, which lets project managers view the entirety of the project in one place. A project timeline typically takes the form of a horizontal bar chart, where each task is given a name and a corresponding start and end date.
Time & Expense TrackingTime and expense tracking is the process of recording and tracking hours worked and expenses as they relate to projects. Time and expense tracking may provide multiple timesheet and expense views, configurable work time, overtime, approval, and expense reporting policies to allow organizations to effectively collect and manage time and expenses based on their unique requirements. It enables companies to reduce errors, duplicate entries, and administrative overhead. It can also reduce the amount of time it takes to collect and report project data, manage timesheets and remote data entry.
Task ManagementTask management is the method of tracking the progress of your project's activities from start to finish. This entails constantly making choices for your tasks in order to accommodate adjustments that might arise in real-time, with the end goal of completing your tasks successfully.
Status TrackingThe term status tracking is used in most CRM systems to describe the process of tracking email delivery within the CRM. The most basic form of email status tracking is determining whether or not a recipient has opened an email. Some software also keep track of which of the email's individual URLs is clicked.
Resource ManagementResource management refers to the process of obtaining, allocating, and managing resources for a project, such as people and their expertise, budgets, technology, materials, machinery, and natural resources. Internal and external resources are used efficiently, on schedule, and under budget, thanks to resource management.
Project PlanningProject planning is a phase in project management where the necessary paperwork is generated to ensure that the project is completed successfully. All activities taken to identify, schedule, integrate, and organize additional plans are recorded.
Portfolio ManagementPortfolio management is described as the process of managing an individual's assets in order to maximize earnings over a set period of time.
Percent-Complete TrackingPercent complete tracking is a way to track project progress and is an important part of how to manage a project. A project's percent complete refers to how far along you are with any given mission (or the project overall).
Milestone TrackingA project is only considered a success if all of the client's objectives are met. These are usually articulated in terms of the complexity of what needs to be delivered, its consistency, the costs involved, and the timeframes involved. The most effective way to manage the timescale factor is to monitor milestones. Effective project preparation concentrates on the most important deliverables, with assignments outlining how the job will be structured to meet the deadlines. Milestones are used to classify these main completion dates so that projected dates can be compared to committed dates as the project progresses. This is what's referred to as milestone tracking.
Issue ManagementThe practice of finding and addressing problems is known as issue management. Problems with employees or vendors, technological glitches, and supply shortages can all wreak havoc on your project. If the problem isn't fixed, you risk causing needless friction, delays, or even failure to meet the deadline.
Project TemplatesA project template is a project that includes work packages and actions that you know you will frequently apply to various projects.
Idea ManagementIdea management is a structured process of generating, capturing, discussing and improving, organizing, evaluating and prioritizing valuable insight or alternative thinking that would otherwise not have emerged through normal processes.
Kanban BoardA kanban board is an agile project management tool designed to help visualize work, limit work-in-progress, and maximize efficiency (or flow). A kanban board helps make your work visible so you can show it to others and keep everyone on the same page.
Recurring Task ManagementRecurring task management involves ensuring that the recurring tasks (that happen over and over again on a regular basis) are properly managed by the project manager to ensure efficiency and productivity.
Requirement ManagementThe process of recording, reviewing, tracing, prioritizing, and deciding on specifications, as well as controlling change and interacting with relevant stakeholders, is known as requirement management. It is a continuous process that occurs over the duration of a project. A capacity to which a project result should adhere is referred to as a prerequisite.
IT Project ManagementThe planning, scheduling, execution, tracking, and reporting of IT projects is known as IT project management (ITPM). Although many industries concentrate solely on IT ventures, IT is unique in that it is present in almost all, if not all, industries.
Budget ManagementThe method of administering and controlling the finances associated with business ventures is known as budget management. It’s not only about coming up with a single overall number for a particular project but also about understanding the individual cost elements and the logistics of budget tracking.

Insightly Technical details

Support	Business Hours Online	Customer Type	Freelancers Large Enterprises Medium Business Small Business
API		Location / Phone Number	San Francisco, California / +1 888-999-4039
Deployment	SaaS/Web/Cloud Mobile - Android Mobile - iOS	Official Website	https://www.insightly.com/
Deployment	SaaS/Web/Cloud Mobile - Android Mobile - iOS	Category	CRM Software Marketing Automation Software Project Management Software

Insightly Pricing

Pricing ModelFree Trial , Subscription

Plus (CRM)

$29 /User/Month

billed Yearly

Features

Lead management
Automatic duplicate detection
Mass emailing
Email templates
Visualize leads with kanban
Web to lead capture
Automatic social profile enrichment
Contact and organization management
Task and event management
Relationship linking
Attach files from cloud storage
Opportunity management
Customizable sales processes
Apply task and event activity sets
Assign sales teams
Batch update records with ease
Native Android and iOS mobile apps
Real-time mobile data synchronization
Mobile business card scanning: 15
Mobile contact and calendar integration
Mobile voice notes
Integrated project management
Milestones and associated task tracking
Calendar synchronization
Configurable project processes
Convert won opportunities to projects
Built-in business intelligence dashboards
Configurable reports
Customized report scheduling and emailing
Integration with Google G-Suite Login, Calendar, and Docs
Integration with Microsoft Office 365 Login, Calendar, and OneDrive
Slack integration with AI bot
Insightly Outlook add-on
Insightly Gmail add-on
Roles and permissions: 2
Configurable profiles and page layouts: 2
Over 250 integrations to business apps
Published web services API
Calendar sync
Contact sync
Gmail integration
Outlook integration
Cloud file storage integration
Standard support plan

Professional (CRM)

$49 /User/Month

billed Yearly

Features

Includes features of Plus plan, plus
Lead assignment and routing
Schedule outbound emails
Integrated phone dialer and call logging (Additional Cost)
Automatic call analysis and reporting (Additional Cost)
Mobile business card scanning: 25
Customizable real-time insight cards: 100
Build and share customized BI dashboards
Complete workflow automation
Custom object creation
Roles and permissions: Unlimited
Configurable profiles and page layouts: Unlimited
Configurable webhooks
Configurable outbound webhooks
Customized Support & Services Plan (Additional Cost)
Professional services(Additional Cost)
Developer API support (Additional Cost)

Enterprise (CRM)

$99 /User/Month

billed Yearly

Features

Includes features of Professional plan, plus
Mobile business card scanning: 50
Customizable real-time insight cards: Unlimited
Products, Price Books and Quotes
Custom validation rules
Calculated fields on any object
Deploy custom apps on any platform
Lambda function authoring and execution
Dynamic page layout rules
Schedule serverless lambda functions

Plus (Marketing)

$299 /Month

billed Yearly

10,000 contacts included

Features

Email marketing
Mobile optimized content creation
Dynamic list segmentation
External form tracking
Hosted forms: 10
Hosted landing pages: 10
Journey builder
Lead nurturing
Lead de-duplication
Lead scoring and grading
Real-time CRM connector
Automation rules: 10
Built-in business intelligence dashboards
Configurable reports
Customized report scheduling and emailing
Roles and permissions: 2
Configurable profiles and page layouts: 2
File hosting: 100 MB
Integration with Google G-Suite login
Integration with Microsoft Office 365 login
Standard support plan

Professional (Marketing)

$599 /Month

billed Annually

10,000 contacts included

Features

Includes features of Plus (Marketing) plan, plus
Email client rendering preview (Additional Cost)
Hosted forms : 50
Hosted landing pages : 50
Advanced prospect tracking
Analytics tracking domains : 3
Automation rules : 50
Customizable real-time insight cards : 100
Build and share customized BI dashboards
Advanced email analytics
Website traffic analysis
Custom object creation
Configurable webhooks
Roles and permissions : Unlimited
Configurable profiles and page layouts : Unlimited
File hosting : 500 MB
Zoom webinar integration
Customized Support and Service Plans (Additional Cost)

Enterprise (Marketing)

$1,299 /Month

billed Annually

10,000 contacts included

Features

Includes features of Professional (Marketing) plan, plus
Email client rendering preview
Hosted forms : Unlimited
Hosted landing pages : Unlimited
Multiple scoring categories
Event based segmentation
Custom event triggering and reporting
Analytics tracking domains : 20
Automation rules : 100
Customizable real-time insight cards : Unlimited
Calculated fields
Custom validation rules
Lambda function authoring and execution
Dynamic page layout rules
File hosting : 10 GB
SAML Single Sign-on

Insightly AppConnect

$249 /Month

25K Plan : $249 per Account per Month billed Yearly

25,000 tasks per month

100K Plan : $799 per Account per Month billed Yearly

100,000 tasks per month

500K Plan : $3,499 per Account per Month billed Yearly

500,000 tasks per month

Features

Hundreds of App Connectors
Speed and Simplicity
Scalable and Secure
Additional 25,000 tasks per month for $249
Onboarding fee, $2500

Plus (Service)

$29 /User/Month

billed Yearly

Features

Custom ticket automations
Macros
Custom and scheduled reports
Service Level Agreement (SLA) management (some features included)
Business hours (single schedule in Plus) (some features included)
Dashboard cards (customize with Pro and Enterprise) (some features included)
Knowledge base articles (multiple versions, languages with Pro and Enterprise) (some features included) (some features included)
Customizable role-based permissions (some features included)

Professional (Service)

$49 /User/Month

billed Yearly

Features

Custom ticket automations
Macros
Custom and scheduled reports
Service Level Agreement (SLA) management
Business hours (single schedule in Plus)
Dashboard cards (customize with Pro and Enterprise)
Knowledge base articles (multiple versions, languages with Pro and Enterprise)
Customizable role-based permissions
Configurable page layouts
Community forums
Portal customization
Custom objects
Custom queues
Field-level security
Ticket sentiment and keyword analysis* (coming soon)
Customer satisfaction surveys* (coming soon)
Integrations

Enterprise (Service)

$99 /User/Month

billed Yearly

Features

Custom ticket automations
Macros
Custom and scheduled reports
Service Level Agreement (SLA) management
Business hours (single schedule in Plus)
Dashboard cards (customize with Pro and Enterprise)
Knowledge base articles (multiple versions, languages with Pro and Enterprise)
Customizable role-based permissions
Configurable page layouts
Community forums
Portal customization
Custom objects
Custom queues
Field-level security
Ticket sentiment and keyword analysis* (coming soon)
Customer satisfaction surveys* (coming soon)
Integrations
Custom validation rules
Calculated fields
Custom apps
Dynamic page layouts
Unlimited brands and portals
Comprehensive audit logging

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Disclaimer: The pricing details were last updated on 04/01/2022 from the vendor website and may be different from actual. Please confirm with the vendor website before purchasing.

Learn more about Insightly pricing.

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Insightly Reviews

OVERALL RATING

4.2

Based on 1,241 Rating(s)

Rating Distribution

Excellent

53.9 %
Very Good

32.4 %
Average

9.7 %
Poor

2.9 %
Terrible

2.8 %

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Insightly FAQs

Q. What is Insightly used for?

Insightly is CRM Software. Insightly offers the following functionalities:

Quotes (Proposals)
List Management
Customer Support
Marketing Automation
Referral Tracking
Project Management
Lead Scoring
Product Catalog
Call Logging
Contact Management

Learn more about Insightly features.

Q. What are the top alternatives for Insightly?

Here`s a list of the best alternatives for Insightly:

Q. Does Insightly provide API?

Yes, Insightly provides API.

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