Insightly CRM: Simple, Scalable Solution for Small Business Growth
Insightly CRM software helps small and medium businesses build better customer relationships and boost sales. With Insightly, you can:
- Automate Marketing: Save time by sending personalized emails and tracking leads easily. This solves the problem of missed follow-ups for busy sales teams, helping them convert more leads into customers.
- Manage Projects: Track every customer deal from start to finish in one place. Project management tools help teams stay organized and deliver work on time, which means happier clients and more repeat business.
- Real-Time Insights: Instantly see customer history and performance with actionable reports. This quick access to data helps managers make smarter decisions and grow revenue.
Insightly seamlessly integrates with Google Workspace, Outlook, Mailchimp, and more, so your data flows smoothly between apps. You can use Insightly on desktop or mobile, keeping your team connected wherever they are.
Implementation is fast and affordable, with three pricing plans—Plus, Professional, and Enterprise—and a free trial to get started. Compared to other CRM software, Insightly stands out for its easy setup, strong security, and flexible customization for small business needs.
Insightly Video Tutorial
Insightly Features
Technical Specifications
Customer Reviews
Insightly is marketing automation to create personalised marketing campaigns, and automate business processes.
Amazing marketing tool, I’ve just started using this software and I am finding it to be pretty user-friendly. It works for me perfectly. It is not only perfect but the best for marketing automation. I am able to do multiple things needed for my business.
Insightly has increased productivity of our organization as a whole
In our company PleasingCare, we use Insightly as our CRM software. This user-friendly platform has been a part of our team for three years. It is the best tool yet that aided us in data organization and accomplishing distinct tasks and workflows that, in turn, led to increased productivity of our organization as a whole. And by using it daily to secure accuracy in the work, we have come to observe the pros and cons of using the same.
It\'s best for us because it offers not just CRM-specific functionality but also project management functions.
We Inyouths LED Mirrors use Insightly because it is user-friendly and thorough. Insightly has become a market leader for developing enterprises. The UI is vibrant and easy to use, allowing you to construct graphs and charts that can be simply exported to impress investors and key stakeholders. Even better, it's quite simple to master — we tried it ourselves and can attest that it's a breeze! Its ability to interact with a wide range of third-party apps – including Microsoft programs, Xero, Google Apps, Quickbooks, Mailchimp, Slack, Evernote, and many others – makes it a versatile system with a broad range of applications. You can also use Insightly's sophisticated API to personalize everything.
Insightly for the win
Well crafted and always improving
We have used Insightly for over a year and IT IS GREAT. Super friendly and the APP is always up and ready to serve almost with all the functionality of the pc version. Great software.
Very positive feedback
Pros: It is having a very basic system, which is all we need. Cons: The format can be configured to an extent, but not fully customizable.
A great piece of software
Pros: Very integrateable with G suite which as an agency we use a lot for the drive and calendar features etc. Cons: Not very customizable Overall Experience: A great piece of software which gets the job done and beyond. It would be nice if it was more custom for the user.
