Insightly

Overview

Insightly is a powerful CRM, designed especially for small businesses, is very simply to use. Most important features of Insightly include powerful customer relationship management facility, availability of 10 reports centered around completed activities as well as sales opportunities, effectively manage potential business available in the sales funnel, integrated project management facility, availability of Insigtly as mobile app, social CRM, and power integration with multiple apps including Gmail, Google Drive, Google Apps, Xero, Quickbooks Online, Outlook 2013/Office 365, MailChimp, social media websites, and many others.

REST API can be used for customized integration and the access is quite easy. In fact, integration facility is available with mobile applications for both smartphones as well as tablets. This advanced integration facility to multiple apps and platforms have made Insightly the preferred CRM choice for small businesses.

Another reason why this online software has become the preferred choice for small businesses is that the users don’t have to worry about security fixes as well as server updates. Small business entrepreneurs can concentrate in getting the jobs done and other core issues as IT aspects such as security, upgrades, and backup issues are taken care by Insightly. All these facilities have become so popular that more than 80,000 users across 100 countries use this platform every day.

Insightly has been used by almost all market segments including eCommerce, consulting, manufacturing, insurance, real estate, travel, technology, non-profit organizations, financial services, education, and many more. Some of its clients are Acumenlearning, AR&L, FarmRadio International, Bright Hill Group, Guidance Aviation, LawCPD.com.au, Reddit, and many more.

In accordance with business sizes, users have been provided with three different plans including a free one. Besides the free option, the two Insightly plans available are basic and Plus plans, where the charge is done on a per user per month basis. 

Key Features

  • Powerful email integration with Google Apps
  • Free up to 2 users
  • Fast Search of Everything You've Stored
  • Automatic Address Book
  • Track Opportunities/Pipelines
  • Customer Relationship Management
  • Tasks and Milestones
  • Project Management
  • Mobile app (available on iTunes)
  • Powerful Google Calendar Integration
  • Notification and Follow System
  • Create Custom Fields
  • Built in Gmail gadget, integration with Google Drive
  • Linking to provide 'influence' view for sales and service
  • Open API
  • iOS and Android native mobile Apps
  • Reports
  • Integration with Office 365 for Business, Quickbooks Online
  • File Sharing
  • Integration with Box, Dropbox, Microsoft OneDrive

Specifications

Pricing

Starting from:
$12.00/month
Pricing model:
Free Trial:
Available (No Credit Card required)

Screenshots

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