Insightly: in summary

What is Insightly?

Insightly is a lightweight online CRM that meets all the needs of small businesses (VSEs and self-employed entrepreneurs). This solution allows, among other things, to centralize your contacts in one place, and is accessible from any device. Its perfect integration with Google Apps (Gmail, Calendar, Contacts, Drive) makes it an incredibly efficient tool for your internal organization and the management of your external relations.

Insightly also allows you to manage the entire sales chain from lead acquisition to lead conversion and sales opportunity management. The software also offers a very nice interface inspired by Google Apps. The contact profiles are complete and the event management is clear. In the end, you can create marketing campaigns to send personalized emails to your contacts in mass.

Features

  • Contact and company management 

  • Multi-criteria search, filtering, and segmentation 

  • Viewing of interaction history 

  • Tasks, reminders, and appointments 

  • Customizable pipeline 

  • Automated scoring 

  • Email campaigns (optional)

  • Email automation 

  • Quotes

Insightly - Insightly: On-site training, support (phone, email, ticket), Tasks and Notes
Insightly - Insightly: On-site training, support (phone, email, ticket), Tasks and Notes
Insightly - Insightly: On-site training, support (phone, email, ticket), Tasks and Notes
Insightly - Insightly: standard advanced encryption (AES), fields, Tasks and Notes
Insightly - Insightly: support (phone, email, ticket), Task Management & Alerts, Project Planning
Insightly - Insightly: Contact Management, Basic knowledge (tutorials, demos), Daily Backup
Insightly - Insightly: Online training (webinar), Secure Sockets Layer (SSL), Conversations and posts
Insightly - Insightly-screenshot-0
Insightly - Insightly-screenshot-1
Insightly - Insightly-screenshot-2

Insightly: its rates

Base
US$12.00
/month /user
Plus
US$29.00
/month /user
Professionnel
US$49.00
/month /user

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Customer reviews about Insightly

4.1
Based on +200 reviews

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Insightly
4.1
Based on +200 reviews
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