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

With Insightly, manage leads and contacts for your small business with ease. Take use of our social CRM capabilities, project management that is completely connected, sales opportunities, and robust CRM features. Keep track of background information, email history, significant dates, and any projects or opportunities that your contacts and leads are working on. You never have to be concerned about missing a beat when you use Insightly.

Furthermore, you can stay connected and manage your customer interactions from anywhere with our mobile-friendly web-based solution. Additionally, a flawless experience is guaranteed by our strong connectivity with well-known email services like Gmail and Office 365. Become one of the many companies that have used Insightly to their advantage and get customer service from our experienced community.

For small businesses looking for help managing important activities like leads, contacts, organizations, partners, vendors, and suppliers, Insightly is a great resource. This program gives you access to a wealth of data on every lead or contact, including their background, email history, significant dates, and involvement in projects or possibilities, by utilizing excellent CRM tactics. You may keep current and never miss a beat with our web-based CRM tools.

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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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