Insightly : Affordable CRM Optimized for Small Business
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
Appvizer's opinion
What do we think about Insightly? Insightly is a good CRM software for medium-sized teams that want to streamline and centralize their entire customer relationship in one tool. The numerous integrations allow businesses to set up powerful processes to follow the whole life cycle of their contacts. The statistics and reports are also very complete, as are the configuration options.
For an SME with a sufficient budget, Insightly can be a very good alternative to heavyweights like Salesforce or Hubspot, especially if you are also interested in the Marketing and Customer Service modules.
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
$12.00
/month /user
Plus
$29.00
/month /user
Professionnel
$49.00
/month /user
Clients alternatives to Insightly
Streamline sales management with our CRM software. Automate tasks, track leads, and analyze data to increase efficiency and revenue.
See more details See less details
Our CRM software offers a user-friendly interface, customizable dashboards, and real-time reporting. Improve communication with customers and team members, and never miss a follow-up with automated reminders. Gain insights into sales performance and make data-driven decisions to grow your business.
Read our analysis about monday CRMBenefits of monday CRM
Quick Setup and Fast Adoption
Customizable to Fit Any Business Need
Advanced Automation of Repetitive Tasks
To monday CRM product page
Enhances customer relationships with advanced analytics and comprehensive lead tracking.
See more details See less details
Salesforce Sales Cloud stands out as a leading customer relationship management software, offering advanced analytics, comprehensive lead tracking, multi-platform integration capabilities, and personalized customer engagement tools. Designed to boost sales and improve customer relationships, this software provides a holistic view of each customer, facilitating more effective communication and sales strategy planning.
Read our analysis about Salesforce Sales CloudBenefits of Salesforce Sales Cloud
Improves sales team productivity and performance
Enables data-driven decision making
Enhances customer experience and loyalty
To Salesforce Sales Cloud product page
Streamline customer interactions with a cloud-based CRM. Automate sales, marketing, and support processes with ease.
See more details See less details
Manage leads, contacts, and deals in one place. Access real-time data and analytics to make informed decisions. Collaborate with team members to improve customer engagement.
Read our analysis about Zoho CRMBenefits of Zoho CRM
Streamlines sales: Manage leads, contacts, deals
Enhances engagement: Personalize customer interactions
Provides insights: Robust reporting and forecasting
To Zoho CRM product page
Appvizer Community Reviews (0) The reviews left on Appvizer are verified by our team to ensure the authenticity of their submitters.
Write a review No reviews, be the first to submit yours.