Review of Insightly: Features & Pricing of the Top 2016 CRM Software

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inslInsightly is an absolute leader when it comes to small-business friendly CRMs, and its large customer list of over 500,000 prominent names proves that repeatedly. The system has been awarded multiple times, not only because of its ability to meet SMB needs, but also due the presence of an enterprise-grade solution which keeps multi-level organizations in control of their customer base.

Insightly offers many useful features, including Pipeline Management, Task Management, and the compulsory Contact Management, making sure companies will be able to see the whole picture of their sales performance, track deliverables and employee efficiency, and stay in control of their customer communication.

At the same time, Insightly is empowered with Android, Kindle, and iOS mobile platform to ensure access regardless of the agent’s location. Flexibility is further secured with powerful integrations, including the one with Google Apps, MailChimp, Office, Microsoft Outlook, and Evernotes.

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Benefits of Insightly

These are the most important benefits you can count on while using Insightly:

Organizing contacts in a smart way

Insightly offers all important CRM practices for a holistic contact-customer view, and organizes both your leads and your partners and associates. There is a detailed record for each customer, including their purchase and email history, location, date, status, and the opportunities associated to each of them. Thanks to this system, you will also be able to manage those opportunities, link projects to meaningful trends, and send files or mass email using Insightly’s smooth MailChimp integration.

Engage customers in every occasion

What Insightly does the best is to manage customer relationship at every engagement stage of the project, tracking the overall performance, and comparing it to the forecasted progress timeline. You can also use it to generate project milestones, tasks, pipelines, and to track email correspondence and to trigger alerts.

A total and a partial overview of your business

Using features such as Tasks/Milestones, Pipeline Activity, Dashboard, and Opportunity Reporting, you will obtain both micro and macro activity views whenever you need them.

No learning curve

Insightly’s developers had in mind businessmen are busy, and designed a simple and intuitive tool which is easy to customize, but yet a very secure and reliable one.

You can go mobile

Insightly works perfect with Google Nexus, Amazon Kindle HD, iOS, and all similar operating systems.

It is socially empowered too

Insert the email address, and Insightly will take care of the rest! It is neatly associated to leading social networks (Facebook, Twitter, LinkedIn, and Google+), and it captures each participation of the user’s account on any of them. Needless to say, the practice helps you follow both positive and negative social mentions concerning your product.

Smooth integration

Insightly works with a set of HTTP REST API, which allows you to integrate it with a variety of business apps and third-party systems. The app supports even XML and JSON based requests, and provides technical assistance when trying to update data directly in the system.

Training is available

Insightly offers a class-based End User Curriculum for business owners (SMBs in particular) that can help you optimize the system in accordance with your business goals. The training is charged separately, and costs $35 per class (training material included).

Overview of Insightly Features

  • Dashboards
  • Fast Lookups
  • Flexible Events and Calendars
  • Automated Address Book
  • Accessible File Sharing
  • Keyword Tags
  • Insightly Notes, Comments, and Evernotes
  • Follow-Up and Notifications
  • Rapid Search
  • Web to Contact Forms
  • Filters and Custom Fields
  • Mass MailChimp Integration
  • Milestones, Pipelines, and Task Creation
  • Automated Email Reminders
  • Specified Contact Roles
  • Complete Email Correspondence Tracking
  • Hierarchical Organization of Tasks and Events
  • Easy Files Uploading
  • Google Apps, Evernote and Gmail Integration
  • Event, Task and Opportunity Reports
  • Activity and Team Grouping
  • User Permissions Setup
  • Automated Backup
  • 128bit SSL security (AES 256-bit military-grade encryption of all files)
  • Mobile Sites
  • iOS and Android App
  • Rest-Based Application Programming Interface (API)
  • Single-Click Access to Customer Profiles
  • XML and JSON Support
  • OData Support (limited)
  • Logical Operations Partnership
  • Monitoring Calls via HTTP authentication

You can read more Insightly reviews to get more information about the software and its capabilities.

Pricing of Insightly

In order to use Insightly, you have to subscribe for one of their annual subscriptions, which nevertheless can be canceled at any moment. Billing takes place in dollars, while the accepted payment methods are Visa, MasterCard, Discover Card, and American Express. There are five plans overall, including a free one:

Free Plan

  • 2 users
  • Five Email Templates
  • Mass Email (10 per day)
  • 10 Custom Fields (2 per record)
  • 2,500 Records
  • Up to 200 MB Storage
  • 500 Rows File Import Limit
  • Online Community Support
  • Advanced Reports (max 10)
  • No Scheduled Reports
  • No Smart Alerts

Basic Plan – $12/user/month paid annually; $15/user/month paid monthly

  • Mobile App
  • Business Card Scanner (5 cards/user/month)
  • 50 Email Templates
  • Mass Email (500 per day)
  • 50 Custom Fields (10 per record)
  • 25k Records
  • 1 GB Storage
  • 5,000 Rows File Import Limit
  • Email Support
  • Onboarding Sessions
  • Advanced Reports (unlimited)
  • Scheduled Reports and
  • Smart Alerts (max 5)

Plus Plan – $29/user/month paid annually; $35/user/month paid monthly

  • Mobile App
  • Business Card Scanner (15 cards/user/month)
  • 100 Email Templates
  • Mass Email (2,500 per day)
  • 250 Custom Fields (50 per record)
  • 100k Records
  • 10 GB Storage
  • 25,000 Rows File Import Limit
  • Priority Email Support
  • Onboarding Sessions
  • Advanced Reports (unlimited)
  • Scheduled Reports
  • Smart Alerts (max 25)

Professional Plan – $49/user/month paid annually; $59/user/month paid monthly

  • Mobile App
  • Business Card Scanner (25 cards/user/month)
  • Unlimited Email Templates
  • Mass Email (5,000 per day)
  • 500 Custom Fields (100 per record)
  • 250k Records
  • 100 GB Storage
  • 50,000 Rows File Import Limit
  • Priority Email Support
  • Onboarding Sessions
  • Advanced Reports (unlimited)
  • Scheduled Reports
  • Smart Alerts (max 100)

Enterprise Plan – $99/user/month paid annually; $129/user/month paid monthly

  • Mobile App
  • Business Card Scanner (50 cards/user/month)
  • Unlimited Email Templates
  • Mass Email (10,000 per day)
  • 1000 Custom Fields (200 per record)
  • 500k Records
  • 250 GB Storage
  • 50,000 Rows File Import Limit
  • Priority Email Support
  • Onboarding Sessions
  • Advanced Reports (unlimited)
  • Scheduled Reports
  • Smart Alerts (max 250)
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Kate Stephens is a young and creative graphic designer as well as the mastermind behind AlternativesFinder.com her own startup company aimed at providing customers with reliable and often cheaper alternatives to various popular brands and products from all possible markets.

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