Review of Insightly

January, 2015

Rating: 4/5

Insightly is a cloud-based customer relationship manager (CRM) software service which is perfectly suited for the small business owner. It goes far beyond the typical CRM offerings as a comprehensive business process solution. Bringing together collaboration, CRM, and project management, Insightly is a one stop solution for small scale operations. The workflow is quite intuitive, the pricing is very competitive, and the resources are keenly helpful.

Insightly is free for 1-3 users with limited functionality and $7 per month for each additional user or for full functions. It can be set up in minutes without IT help. This makes it by far one of the least expensive option for the small business owner, while offering all the features needed for this size of office.

Features

Insightly CRM offers a fast search and allows custom fields and filters.

Contact Management

Insightly manages contacts, organizations, partners, vendors, and suppliers, allowing the client to see background, emails, events, projects, and even opportunities. It also offers relationship links between contacts and other criteria, and specifies roles for contact.

Project Management

CRM is not all that Insightly offers, a project management solution is included at no additional cost. This solution helps keep the customer and projects together in one interface.

Sales Pipeline

Insightly offers very basic features to input, manage, and track sales and leads.

Calendars and Tasks

Project activity and milestones are tracked through the calendars and tasks. The way Insightly integrates with project management makes this a very cool feature.

Mobile Access

Insightly supports both iPhone and Anroid operating systems. It works with popular tablets, as well as web.

Team Collaboration

The team collaboration tools also integrate into the project management tools. Insightly allows file sharing and links files with projects.

Sales Analytics

Insightly offers basic reporting functionality with 100,000 records.

Automation

Insightly has many automatic features, which include an address book, web to contact, email reminders, and mass email contact lists.

Integration

Insightly integrates deeply with Google Apps. It also integrates with software applications, such as:

  • Email
  • Box
  • Dropbox
  • Evernote
  • MailChimp
  • Quickbooks Online
  • QuoteRoller
  • Torpio
  • Zapier
  • Office 365

Social Media

Major social media platforms are synced with Insightly. They will detect virtually every social media profile related to a contact’s email address. Insightly also integrates tags, notification, and following.

Final Words

Although Insightly is incredibly intuitive with a clean interface, it is not as proactive in social networking integration as Nimble, and doesn’t include the same level of reporting capabilities as Zoho. Still, it is a great CRM option for the small business owner.
For the small business owner who needs a simple, clean interface without the help on a dedicated IT staff, Insightly is a very attractive option at the right price point.

The Sales Pitch

undefined#1 Online Small Business CRM Used by over 300,000 people worldwide

CRM and Project Management. Easy. Powerful. Affordable.

What We Improve For You: Sales (with key visibility into the sales pipeline) Overall view of your business Service you deliver to your customers Customer Communication Tracking, collaboration and organization Productivity and efficiency

Features

Customer management, project management, Gmail integration, flexible calendaring and events, custom fields and filters, notification and follow system, fast search, social integration, mobile app, simple permissions management, dashboard, Google Drive integration, Google sync, built in file sharing, tasks and milestones, automatic address book, pipelines and activity sets, tags, notes and comments, reports

Customers

Acumen Learning, Bright Hill, Warwick Mills, Center Code

Tech Information
Service Name
Insightly
Parent Company
Insightly, Inc.
No. of Staff maintaining this service (estimated)
Tiny (10-24 people)
Compliance
TRUSTe, U.S.-E.U. Safe Harbor framework and the U.S.-Swiss Safe Harbor framework
Mobile Devices
true
Head Office
USA
Learn More

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