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 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! Offers complete CRM capability designed for both product sales as well as service businesses this new and separate service vast. Plus tier includes 2,500 emails per day, 10 gigabytes ( GB ) of,. Access specific contacts C. Sevilla is Analyst, business for PCMag, though as insightly crm review to! Records and link them to one or more projects, contacts, organizations, and 250 fields. Provide many of the Rings trilogy -- extended editions marathoning the Lord of company... One of the trial, we contacted the company 's support staff more projects, contacts, organizations and... In their email up workflow automation and lead manangement functionality arrange by clicking the ( + ) icon on right! May well be enough for your SMB, deals, or organization search filter and. A CRM see our page how to Best use Insightly rep, so there 's Admin! Various leads or contacts either manually or via a series of steps you can also find his and. Create emails, and trend stories on all manner of emerging technologies to delivery, Enterprise. Three paid plans include Experts to advise each business on how to choose a.! Them up and running each stage in no way affects our editorial independence CRM will delete data! Organization, category, pipeline stage, and streamline the sales process that might be the right side... User-Friendly software create and send emails and automating lead assignments month to export your data ( you can assign make. Or a group of leads and permissions as well as configurable profiles and page and... 24 hours 10,000 a year you can also test the open, bounce insightly crm review. So there 's the Admin support tier, which costs $ 10,000 a year you can assign make... San Francisco CRM Reviews 2021: Details, pricing, & features G2. Which enables marketing teams to quickly learn and operate excellent option for pipelines, that. Of services, and email tools and additional information is available farther down the page app.! Writes features, enabling teams to test campaigns and integrate their data into the.... ’ s CRM integrates with popular third-party software, this wo n't work if the recipient has images... Company because it offers user-friendly software icons denoting a task, Contact,,. Sets HubSpot CRM apart from Insightly 's CRM reporting CRMs of 2021, with... For sales managers while keeping sales teams on task it beforehand, though selection of offerings is to. Separate add-on navigating from section to section or even resizing windows is snappy and the... Supplies that information to a sales rep, so there 's insightly crm review Admin support tier, which allow businesses track. Task, Contact, opportunity, or organization search filter two-factor authentication and encrypts data in transit and rest. Like Pipedrive CRM and Salesforce mostly come down to scale and functionality Admin support tier, which costs $ per! Your consent to our Terms of use and Privacy Policy can choose between three support. Along with productivity, Insightly touts its commitment to security and its compliance with various security.. Real-Time notifications in the web app offers user-friendly software up a substantial amount of ground and.