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 – Quick Summary
| 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 full Insightly CRM Review covers everything you need to learn about implementing Insightly CRM. Great crm software can not only help your business to become more efficient and thrive but also provide you a platform that can provide you profits. If you want to earn profits, you must ensure you are using a good piece of crm software.
There's absolutely no sure-fire method to ensure profits; thus, you should carefully assess your crm software before you choose it. It is a common misconception that all crm software is the same, but that's not true. Wrong judgment, initially, can put your business at risk.
Insightly CRM is a piece of crm software which has forged its way successfully. In this review of Insightly CRM, we have tried to collate a number of the important aspects. This review will allow you to know whether Insightly CRM is a good match for your organization or not. We have tried to breakdown all of the features and charges for your advantage.
Choosing The Best Crm Software For Your Business
When deciding whether Insightly CRM is the best crm software for your business there are 5 things to consider and do to make the right choice:
- Decide what you need to achieve from using Insightly CRM
- Does Insightly CRM achieve your needs as a full Crm platform?
- Fully understand the Insightly CRM crm platform and toolset. Do the Insightly CRM tools and resources align with your business needs?
- Decide the budget available to implement a new Crm solution and does 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 finally check that the solution is right for you.
What is Insightly CRM?
Insightly CRM is a reputable piece of crm software provided by Insightly and is used by small to enterprise sized organizations.
Insightly was started 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 Best Crm Solution Available?
Crm suppliers range from one man bands to giant conglomerates; There is a whole lot out there. But, when it comes to selecting a good crm solution, there are several factors you have to evaluate. To be able to ensure that Insightly CRM is the corrrect crm solution to your organisation, check out our guide below.
Main Features Of Insightly CRM
Insightly CRM provides professional 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 |
| Contact & Account Management |
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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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| Email Marketing |
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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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| Reporting |
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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 Collaboration Features |
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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?
Tons of people want crm software to aid their business goals. What's challenging is finding out whether or not a piece of software you choose is right for your business. 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 their competitors, and find the best fit for your needs.
The Top Insightly CRM Alternatives Are Listed Below