Insightly is a CRM platform that provides you with great ways to build better relationships with your customers. The Insightly CRM and project management system allows you to manage contacts, organizations, vendors and suppliers from within its unified system. Using Insightly will help you streamline everyday processes for improved business efficiency, productivity, and effectiveness. Insightly lets you access deeper insights into how your customer relationships are influencing sales. From analyzing this data, many businesses experience an increase in sales after they begin using Insightly’s platform.
Insightly has an is easy to follow interface and there are plenty of customizations and integrations. The Facebook-like layout immediately feels familiar, with a Recent Activity feed in the center and login and navigation links on the left hand side. Your feed can be filtered by activity type and user, so you can quickly see emails that were recently sent or monitor a specific team member's progress. The navigation panel links you to your team's tasks, contacts, organizations, leads, opportunities, projects, emails, and reports. Insightly also has the ability to link any object—such as a contact, organization or opportunity, to any other object. This is a great feature that helps to give you a complete view over your networks at a single glance.
Managing ContactsBy utilizing Insightly’s CRM toolset you have a transparent view of all of your customers and prospects in a centralized location. To help you keep track of various clients, Insightly provides you with numerous tools at your disposal, including flexible calendaring, notes, comments, and tagging features.
To add clients and prospects to Insightly you can add them manually, entering the information for each new client and prospect or you can import data in bulk. Insightly contact templates provides you with space for personal details and the contact’s social media accounts, in addition to their basic details.
Using PipelinesAnother great feature of Insightly is Pipelines. Pipelines allow you to see the progress along a specific path in a project, so you will always know exactly where you are in the stream of time. Creating Pipelines are easy. Simply navigate to ‘System Settings’, choose a name for the Pipeline, and click the ‘Edit Stages’ link next to it. Your Pipeline should include all the anticipated stages that are in the workflow, from conception to the completion of the project. Insightly will draw the pipeline stages above your stage list. When you create a new project, you can view the pipeline from a populated list.
Generating ReportsInsightly has a comprehensive reporting tool that is based on opportunities and completed activities. You have the option to filter reports by date ranges and topic. You can choose from such reports as Opportunity Category Breakdown, Reasons For Losing Opportunities, Opportunity Pipeline Stage Report, Total Incoming Opportunities, and Value Of Opportunities. Generating a report is straightforward, simply click on the type of report you need and customize your parameters that you require based upon the dates, pipelines, tags, and responsibilities. With Insightly you also have the option to export your records. So, if you need to use a third party application for other analysis, you can!
IntegrationsInsightly allows you to connect your CRM and project management system to products and services such as Google Apps, Google Calendar, Gmail, Google Drive, Evernote, Xero, Quote Roller, MailChimp, Torpio, and Zapier. It integrates very well with a whole range of popular business apps and services on the market, but where Insightly really shines is the integration that it offers with its Outlook App. This provides enhanced productivity for businesses that use Office 365 and Outlook 2013. In addition, to help in assisting with company accounts Insightly has good integration with QuickBooks Online, and Xero. This are useful integrations, which allow you to view all your customer and financial information in one place.
PricingInsightly uses a subscription model with a free 14-day trial trial available (No Credit Card required). Free accounts are available for businesses with two or fewer users. Monthly pricing plans start at $12 per user, per month (when paying annually). Upgraded plans range in price from $29 per user, per month to $99 per user, per month (when paying annually).The Free plan supports up to 2,500 records and up to 200 MB storage, whilst the free 14-day trial showcases the features associated with the Professional plan and supports unlimited number of users.
Bottom LineInsightly is a well designed and powerful CRM and project management tool that is not only affordable for the SMBs, but is also packed with team-friendly features. Insightly is a feature rich online CRM platform that can help your businesses not only organize interactions with clients, but also keep track of projects, emails, notes, leads, and milestones via a streamlined and easy to navigate interface that gives users a clear 360-degree view of their business networks.