Insightly is a powerful, easy to use CRM software with native integrations to Gmail, Office 365, MailChimp, and other popular applications. However, Insightly only enables you to create pipelines for opportunities (converted leads) and projects. More than names, titles, phone, and email information, it also shows headshot photos of contacts. It also has plenty of features for managing … It may take a little getting used to, but after a short time, the system will be updating contacts and linking projects for you without much help at all. This new and separate service takes vast amounts of Insightly's CRM data and channels it into actionable marketing campaigns. As mentioned above, pricing starts at $29 per user per month billed annually for the Plus tier. Insightly CRM emphasizes a surprisingly deep feature set and a long list of integrations. Once you cancel, you still have access to the account until the end of the month to export your data. All paid plans include standard support, which is email-based, and access to Insightly's online help center and community forums. Insightly is a CRM software for small and medium business owners who want to improve the way they manage leads, projects, and sales. The Professional tier ups limits to 100 GB of storage, 5,000 emails, 500 custom fields, and 250,000 records. Rob is also an unabashed nerd who does occasional entertainment writing for Geek.com on movies, TV, and culture. But Insightly CRM is an intuitive, affordable, and easy-to-use platform that might be the right fit for your business. Sign up for What's New Now to get our top stories delivered to your inbox every morning. Initially designed to integrate with Google Apps products, Insightly relocated to San Francisco in 2012 and began developing its CRM … The free trial does not require credit card information, so there's no risk of forgetting to cancel and subsequently being billed. This is a solution that grows and expands with SMBs who have invested in its CRM and lead manangement functionality. If you're looking for a way to streamline and organize your client and employee networks, Insightly CRM is a great choice. Premium support costs $1,500 annually and delivers 10 training sessions, a dedicated account rep, and phone and email support, the latter with a 4-hour response time. Businesses can easily sign up for Insightly CRM online, but Insightly Marketing and any bundles must be purchased by contacting the sales team via phone or email. Then you designate the rule criteria to apply to a specific team or multiple users. Insightly CRM Reviews 2021: Details, Pricing, & Features | G2 Insightly's built-in reporting pales in comparison to Salesforce and Zoho CRM, but Power BI makes up a substantial amount of ground. Businesses have the option to bundle the software for a discounted price. Security features include two-factor authentication and single-sign-on with authentication protocols, plus the ability to manage permissions by user. It then supplies that information to a sales rep, so that they can pursue the lead at the best possible time. Insightly CRM provides a variety of services, including lead routing, workflow automation, and email tools. Salesforce presents a slightly steeper learning curve, but rewards users with a rather expansive software selection. Our goal is to empower businesses with the information and tools they need to make informed decisions. However, you can get more functionality for about the same price with our Editors' Choice Apptivo CRM, or more ability to customize your dashboards and workflow with our other Editors' Choices Zoho CRM and Salesforce Sales Cloud Lightning Professional. And Zoho winners including Apptivo CRM and PipelineDeals an intuitive, affordable, app! 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