Insightly CRM Guide – Read our In-Depth Insightly CRM Review
Insightly CRM Rating: 8.2 / 10
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This Insightly CRM review has been updated for 2022 by industry experts with years of business experience across multiple industries and disciplines.
Please note that the content in this Insightly CRM review is provided on an as is basis and you should always check with the company to make sure you have the latest information.
Insightly CRM Ratings
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Insightly CRM Guide for 2022 – Brief Overview
| Insightly CRM Telephone Number: | None |
| Insightly CRM Email Address: | |
| Insightly CRM Address: | |
| Year Founded: | 2012 |
| Insightly CRM Highlights: | Insightly CRM is a tool for managing your contacts and related organisations, partners, vendors and suppliers. Insightly has a project management system built right in. |
| Hedquarters: | San Francisco, CA |
| Insightly CRM Revenue (USD Millions) | Unknown |
| Languages Supported | English, French, Italian, Dutch, Portuguese, Spanish |
| Insightly CRM LinkedIn: | https://www.linkedin.com/company/2729320/ |
| Insightly CRM Employee Count (On LinkedIn): | 127 |
| Insightly CRM Top Features: | Performance and Reliability - CRM, Contact & Account Management, User, Role, and Access Mgmt. - CRM, |
| Insightly CRM Twitter: | @insightly |
| Insightly CRM Twitter Followers: | 7506 |
Insightly CRM Location
Insightly CRM Pricing & Costs
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Our entire Insightly CRM Guide covers everything you will need to know about implementing Insightly CRM. Great crm software can not only help your business to become more efficient and thrive but also give you a platform that can give you positive profits. If you want to earn profits, you must ensure you are using a good piece of crm software.
There is no sure-fire method to ensure profits; thus, you must carefully analyze your crm software before you choose it. It's a common misconception that all crm software is exactly the same, but that's not true. Wrong judgment, in the beginning, can set your business at risk.
Insightly CRM is a piece of crm software that has forged its way successfully. Within this review of Insightly CRM, we have attempted to collate a number of the important aspects. This review can help you to know whether Insightly CRM is a fantastic fit for your company or not. We've attempted to breakdown all of the features and charges for your advantage.
How To Choose The Best Crm Software For Your Business
When deciding whether Insightly CRM is the most appropriate crm software for your business there are 5 things to consider and do to make the right choice:
- Detail Out what you need to achieve from using Insightly CRM
- Does Insightly CRM suit your needs as a full Crm platform?
- Fully research the Insightly CRM crm platform and tools. Do the Insightly CRM tools and resources stack up against your business needs?
- Detail Out the budget available to implement a new Crm solution and do the solutions from Insightly CRM offer the features you need within the budget.
- Register for a account with Insightly CRM. Ask for a callback and demo to fully check that the solution is right for you.
What is Insightly CRM?
Insightly CRM is an impressive suite of crm software provided by Insightly and is developed for small to enterprise sized organizations.
Insightly was founded in 2012 in San Francisco, CA
Insightly CRM is a tool for managing your contacts and related organisations, partners, vendors and suppliers. Insightly has a project management system built right in.
Does Insightly CRM Offer A Free Trial?
Unfortunately Insightly CRM does not offer a free trial.
While creating this Insightly CRM review we found that it offers a lot of advanced crm features with its paid plans. You can learn more about some of the Insightly CRM Crm features further on in this Insightly CRM review.
Is Insightly CRM The Top Crm Solution For You?
Crm providers vary from 1 man bands to giant conglomerates; There's a lot out there. But, when it comes to selecting a professional crm solution, there are several considerations that you must consider. In order to make sure that Insightly CRM is the best crm solution for your company, take a look at our guide below.
Main Features Of Insightly CRM
Insightly CRM offers advanced crm features like:
- Performance and Reliability - CRM
- Contact & Account Management
- User
- Role
- and Access Mgmt. - CRM
Insightly CRM Review - Sales Force Automation Features & Rating
| Sales Force Automation Features | Rating |
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Partner Relationship Mgmt. (PRM) |
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Opportunity & Pipeline Mgmt. |
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Task / Activity Management |
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Territory & Quota Management |
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Desktop Integration |
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Product & Price List Management |
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Quote & Order Management |
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Customer Contract Management |
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Insightly CRM Review - Marketing Automation Features & Rating
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Campaign Management |
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Lead Management |
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Marketing ROI Analytics |
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Insightly CRM Review - Customer Support Features & Rating
| Customer Support Features | Rating |
| Case Management |
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Customer Support Portal |
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Knowledge Base |
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Call Center Features |
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Support Analytics |
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Insightly CRM Review - Reporting & Analytics Features & Rating
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Dashboards |
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Forecasting |
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Insightly CRM Review - Mobile & Social Features & Rating
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Social Network Integration |
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Mobile User Support |
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Insightly CRM Review - Platform Features & Rating
| Platform Features | Rating |
| Customization |
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Workflow Capability |
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User, Role, and Access Management |
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Internationalization |
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Document & Content Mgmt. |
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Performance and Reliability |
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Output Document Generation |
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Insightly CRM Review - Integration Features & Rating
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| Data Import & Export Tools |
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Integration APIs |
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Breadth of Partner Applications |
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Alternatives To Insightly CRM
Looking for an alternative to Insightly CRM?
A Lot of companies want crm software to aid their business goals. What's difficult is finding out whether or not the software you choose is right for you. We have compiled a list of other crm solutions that our reviewers voted best overall compared to Insightly CRM. Based on thousands of datapoints, you can see how Insightly CRM stacks up to the competition, and find the best fit for your needs.
The Top Insightly CRM Alternatives Are Listed Below