Insightly CRM

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What is Insightly CRM?

Insightly CRM is a tool designed to simplify customer relationship management and streamline business operations. With user-friendly features and customizable modules, Insightly helps businesses of all sizes stay organized, efficient, and focused on growth. Discover the benefits of this reliable CRM and take your business to the next level.

Key Features of Insightly CRM

  • Territory Management
  • Project Management
  • Lead Scoring
  • Lead Management
  • Document Management
  • Team Management
  • Inventory Management
  • Workflow Management
  • Marketing Automation
  • Interaction Tracking
  • Email Marketing / SMS Marketing

Insightly CRM Pricing

Free
₹ 0 User/Month/Billed Annually
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Basic
₹ 864 User/Month/Billed Annually
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Plus
₹ 2088 User/Month/Billed Annually
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Professional
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Enterprise
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Insightly CRM Specifications

Software Accessible: Cloud Based
Run On Mobile Browser: Yes
Offers Free Trial: Yes
Payment Options: Monthly
Life Time Free Plan: No
APIs Available: No
Customization Possible: No
Device Support: Api, Customization, Mobile Support, Windows, Mac
Mobile Platforms: Yes
Available Support: Email, Phone, Training, Tickets
Desktop Platforms: No
Languages Available: English
Company Details
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Company Name Insightly Inc.
Company Website Visit Website
Insightly CRM Description

Experience effortless lead and contact management for your small business with Insightly. Benefit from our powerful CRM features, seamlessly integrated project management, sales opportunities, and social CRM tools. Stay on top of important information such as background, email history, and important dates, as well as any projects or opportunities your leads and contacts are involved in. With Insightly, you never have to worry about missing a beat. Additionally, our web-based solution is mobile-friendly, allowing you to stay connected and on top of your customer relationships wherever you are. Plus, our powerful integration with popular email providers like Gmail and Office 365 ensures a seamless experience. Join the countless businesses that have found success with Insightly and access customer support from our knowledgeable community. Rephrased: Insightly is a valuable resource for small businesses seeking assistance with managing key tasks such as leads, contacts, organizations, partners, vendors, and suppliers. Using top-notch CRM strategies, this software allows you to access a full scope of information on each lead or contact including their background, email history, important dates, and participation in projects or opportunities. Our web-based CRM tools ensure that you stay up to date and never miss a beat. Features such as integrated project management, sales opportunities, and social CRM allow for effortless

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Insightly CRM FAQ's

The top 5 features of Insightly CRM include:

  1. Territory Management
  2. Project Management
  3. Lead Scoring
  4. Lead Management
  5. Document Management

Insightly CRM serves a wide range of businesses including Freelancers, StartUps, SMEs, Enterprises.

Insightly CRM is compatible with multiple platforms, No, IOS , Android

The top three competitors of Insightly CRM are TYASuite Vendor Management, Accelerated Vendor Portal and Realx ERP. To find the best fit for your business, compare and evaluate each platform's features, advantages, disadvantages, and other key aspects.

Yes, Insightly CRM offers a trial option, allowing you to test its features and functionality before committing. This trial access helps you assess how well the software meets your specific needs and ensures it’s a good fit for your business.

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