Insightly is a web-based project and Customer Relationship Management (CRM) application that integrates with Google Apps via a Gmail contextual gadget and Google Docs support. Unique to Insightly is the concept of 'linking': any element in the system can be associated with another element: projects, tasks, contacts, organizations, events. The Insightly Android app combines one of the worlds most popular CRM applications with the native power and speed of Android. It has many great features - linking, managing, and sharing of. The Insightly Android app combines one of the worlds most popular CRM applications with the native power and speed of Android. Insightly's built-in reporting still pales in comparison to Salesforce and Zoho CRM, but if you don't mind opening another app, Microsoft Power BI makes up a substantial amount of ground.
Comments: I like this program. I really do. I mean, that to-do list is so handy not only in theory but also in practice. The features make the program so easy to use and the fact that there is support on hand to explain any issues that the training videos did not cover is such a big bonus. We've had times during training where we were unsure of the functions, but one quick call to support cleared everything up. We feel like pros! However, the cost almost negates the good features. We are a small business and it's difficult to justify the cost when there are so many cheaper or free CRMs available. Maybe they'll come out with a small business version that isn't quite as expensive but has the features you need to run your day-to-day tasks.
Pros: I absolutely love the to-do list. It makes it so much easier to assign tasks to my employees. I always prefer to have tasks written down to verbal tasks, so this program helps so much in that aspect. I also really like the clean, efficient look to this program. It makes it very easy to use and is not as cluttered as other similar programs. I loved the training videos that helped my employees learn the ins and outs of the program. The fact that there is tech support readily available is also a plus. I hate having only email or only phone support available, but Insightly has both!
Insightly Time Tracking Desktop App Integrate Hubstaff with Insightly Hubstaff is a powerful time tracking desktop app that integrates with Insightly so your team can track the precise time that they spend on their tasks.
Kitchen layout app for mac. https://myehigh-power.weebly.com/app-store-snapchat-for-mac.html. Cons: It's rather pricey. The free version does not provide all of the features that make this product worthwhile over the competitors'. To get all of the features, you have to pay more, which makes sense, just not for small business owners. The fact that a higher plan is required to forward emails is a big minus. It's something that almost all businesses need but paying the amount for the professional version is not necessarily a cost that can be justified. I believe that if this program were a little bit less expensive it would be more useful for small and new businesses.
Insightly CRM
Editor Rating: Excellent (4.0)
US Street Price$15.00
Pros
Easy-to-use website and apps. Email tracking and templates. Granular sharing settings. Free 14-day trial.Cons
Google Apps integration needs work. No automatic email forwarding.Bottom Line
Overall, Insightly is a beautiful and powerful CRM tool that is not only affordable for the sole proprietor, but is also loaded with team-friendly features.
Insightly CRM starts at $29 per user per month, which sits about in the middle, cost-wise, of the customer relationship management (CRM) tools we've seen for small to midsized businesses (SMB). Like most programs targeting SMBs, Insightly has a very intuitive interface so you won't need to spend lots of time and money on training. But it sets itself apart by incorporating features to both gather data and feed it to other apps in your portfolio. It doesn't quite offer the feature capabilities of our CRM Editors' Choice winners including Apptivo CRM and Salesforce Sales Cloud Lightning Professional. However, it's still a robust offering and well worth considering for companies that want to wring the most from their customer data.
You should look through Insightly's features carefully, since they may well be enough for your organization. The product doubles as a CRM and lead management tool, and its data manipulation features include project management capabilities that can assist in complex sales and marketing campaigns. Overall, what Insightly CRM does, it does very well, with a few caveats—notably, that it doesn't have the breadth of custom reports and dashboards that you'd find in packages like Salesforce Sales Cloud Professional and Zoho CRM.
Insightly CRM Pricing
Insightly has four pricing tiers: Free, Plus, Professional, and Enterprise. A free 14-day trial of the Professional plan is also available.
The free plan offers limited functionality for just two users, but you don't get MailChimp integration or Google contact and calendar sync. The Plus tier ($29 per user per month billed annually, $35 month-to-month) includes 2,500 emails per day, 10GB of storage, 100,000 records, and 250 custom fields.
![Mac Mac](/uploads/1/2/6/0/126011608/454839621.jpg)
The Professional tier ($49 per user per month billed annually, $59 month-to-month) ups limits to 100GB of storage, 5,000 emails, 500 custom fields, and 250,000 records. If that isn't enough, the $99 per user per month Enterprise subscription ($129 month-to-month) offers larger firms 250GB of storage, 10,000 emails, 1,000 custom fields, and 500,000 records. The Professional and Enterprise plans feature three additional options with custom pricing: customized success plan, professional services, and developer API support.
Insightly CRM doesn't offer any refunds, not even for the unused portions of your annual plan. Once you cancel, you still have access to the account until the end of the month to export your data. The company also provides business card scanning, custom branding, and onboarding sessions for all tiers except the free plan.
The free trial does not require credit card information, so there's no risk of forgetting to cancel and subsequently being billed. However, at the end of the trial, Insightly CRM will delete your data (you can export it beforehand, though).
One thing medium to larger organizations should consider is that Insightly prices product support separately. All paid plans include standard support, which is email-based, and access to Insightly's online help center and community forums.
Premium support costs $1,500 annually and delivers 10 training sessions, a dedicated account rep, and phone and email support, the latter with a 4-hour response time. The Ultimate support tier ($3,000 a year) includes 30 training sessions, priority phone support, a 1-hour response time on email requests, and a more senior account rep. It also includes access to new features as they arrive. Finally, there's the Admin support tier, which costs $10,000 a year. For that you get unlimited training sessions, all the support goodies of the Ultimate tier, and white-glove onboarding and customization from Insightly's support staff.
Because Insightly CRM can do so many things, it can be a bit overwhelming at first. The app's Home tab has several prebuilt tasks to walk new users through the basics.
Insightly CRM's Facebook-like layout immediately feels familiar, with a Recent Activity feed front and center after login and navigation links on the left-hand side. You can filter your feed by activity type and user, and quickly see recently sent emails 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's list view allows users to choose which fields they want to show and which ones they want to use as filters, including custom fields. Users can get real-time notifications in the web app.
Users, Contacts, and Lead Management
Adding users and teams is as easy as clicking System Settings under the drop-down menu in the upper right corner, and then clicking Users or Teams. The administrator can give users specific permissions, and automatically assign them to various leads or contacts either manually or via a workflow process.
To create a lead, click the Lead tab in the navigation pane, then the red New Lead button at the top of the page. There is also a plus (+) button at the top center of every page which you can use to add a record. Every entry you create in Insightly CRM—whether a project, lead, or whatever—is referred to as a record. When you add a new record, you can set the privacy controls to everyone, only the record creator, or specific team members. You can create detailed records and link them to one or more projects, contacts, organizations, and even other records.
Insightly CRM has a tool that creates HTML code that you can drop into your website to create a web form that will automatically pull respondents into either your contacts or leads list. (Note: While this works on WordPress custom domains, it's not possible for sites hosted by WordPress, and Google Sites require some tweaking.)
Besides the usual contact information, you can include data for leads such as their status and source (a referral, web form, etc.). https://myehigh-power.weebly.com/instagram-type-app-for-mac.html. When leads become qualified as possible customers, they are 'converted' and moved into the Opportunities category (with both the organization and individual name at the top). It is at this point that they become a Contact. An adjustable navigation screen lets users view and edit record details without clicking away from their search results.
The Home screen shows all recent activity. Information about each lead and contact is available on tabs including contact history, notes, attached files, tasks, and events. You get access to a lot of information, but apps such as Zoho CRM show all data about the lead on a single screen, which could suit some users better.
Insightly CRM includes lead assignment rules that use logic to assign a region, import leads from conferences or job fairs, or automate lead assignment by an individual or team. Users can add lead assignment rules either via web form when importing leads from a CSV file, Microsoft Excel file, or through the Insightly application programming interface (API).
The idea is to make it easier for sales managers to coordinate lead assignment through automated means to keep sales teams on task. When configuring a rule, you can select from Insightly's default lead fields or any custom fields you've created. Then you designate the rule criteria to apply to a specific team or multiple users. The only catch is that this feature is only available to Professional and Enterprise tiers. With a tool like Infusionsoft, this kind of lead automation is baked into the base CRM features, albeit at a much higher starting price point.
Insightly also allows for the creation of pipelines and activity sets, as with other sales pipeline-driven platforms like Pipedrive CRM and PipelineDeals. A pipeline is a series of steps you can assign to make sure your salespeople are following the same process. If you repeatedly perform the same tasks, the pipeline lets you visually track progress at a glance. However, Insightly only enables you to create pipelines for opportunities (converted leads) and projects. Insightly has added the option of a Kanban view option for pipelines, so users can easily drag and drop items into different stages.
Alternatively, you can create an Activity Set, which is a series of tasks for each stage. Unlike with pipelines, you can generate Activity Sets for leads, opportunities, and contacts, as well as organization and projects. You can add an Activity Set manually to one lead or a group of leads. You can also arrange to have the Set trigger automatically at the next stage of a pipeline, but again, this works only for an opportunity or a project.
One of the most useful features of a lead management tool is the ability to automate the initial response so you can reach many possible customers at once. Insightly lets you set up workflow automation via a series of simple forms. For example, you can arrange to send an email to all newly created leads automatically, and send a follow-up a week later if they don't respond.
Insightly recently added data visualization dashboards with access to more than 80 preconfigured reports, dashboards, and Insight Cards. The usual filters are available for these dashboards, including role, industry, and customer profile. Insight Cards show additional information about a record. One shows a record's local weather and time, and another detects duplicate records so you can clean up your database.
Reporting and Third-Party Integration
Insightly generates reports by user, organization, category, pipeline stage, and more. It's easy to see where the team's time and money are going with these built-in reports. Along with productivity, Insightly can also track whether a recipient has opened an email. If a team member sends a follow-up to the new client, anyone else on the team with access can click the email to see whether the recipient has opened it. As is typical with email tracking software, this won't work if the recipient has disabled images in their email.
![Insightly help Insightly help](/uploads/1/2/6/0/126011608/406181533.png)
Integration with Microsoft Power BI adds in-depth business intelligence (BI) to Insightly's CRM reporting. To take advantage of this, you'll need an account for Microsoft's free BI tool, so you can connect Power BI to Insightly via each CRM account's unique Insightly API key (listed in User Settings under the top right icon of your Insightly dashboard).
Power BI then fetches Insightly's CRM data and populates a dashboard with reporting data such as opportunity forecasting, win rate value, and productivity metrics for project and task completion. Each Power BI report has an edit mode to add more data visualizations or choose the CRM fields pulled from Insightly. The integration is well-executed and brings advanced reporting and Big Data analysis capabilities to a platform that, up until now, was very light on that front. Insightly's built-in reporting pales in comparison to Salesforce and Zoho CRM, but Power BI makes up a substantial amount of ground.
Most businesses already use some manner of productivity software. Instead of expecting users to abandon the familiar, Insightly CRM also integrates nicely with the tools you are already using, such as Slack, Google Apps, Microsoft Outlook, Boomerang, Box, Dropbox, Evernote, Google Calendar, Google Drive, MailChimp, PandaDoc, Proposable, QuickBooks, Xero, and Zapier.
One of our biggest knocks on Insightly had been its shaky integration with Google G Suite and lack of automatic email forwarding. However, the Insightly sidebar for Gmail addresses much of the platform's shortcomings in that area. The sidebar is a Chrome extension giving users access to all Insightly CRM data directly from the Gmail inbox. By pulling up the sidebar, you can view contact and lead information with options to save emails, access the Insightly task list, and create or edit contact records from within Gmail. The Save to Insightly button is only a half-step to automatic email forwarding, but the sidebar is a simple addition from the Chrome Web Store that significantly improves the overall experience of working with Insightly in tandem with G Suite.
Insightly offers iPhone, iPad, and Android apps that provide some handy tools such as business-card scanning (using actual humans for transcription) and widgets. Alas, their email capabilities are noticeably lacking—you can neither send an email on the mobile app nor check to see whether a recipient has read an email you sent from your PC.
While you can't do everything on mobile that you can do on the desktop (Apptivo CRM's mobile apps offer much more), there have been improvements of late. Insightly has beefed up its mobile workflow management capabilities by adding its Pipelines and Activity Set features to the Android and iOS apps. When adding or editing a lead opportunity or a project in the mobile app, users can now select a Pipeline and update the entry as the opportunity or project progresses to further stages. To change a Pipeline or stage, edit the record you're viewing by tapping the Pipeline and stage fields and selecting a new stage. When the stage includes an Activity Set, you will be prompted to configure dates and assignments as in the Insightly desktop app.
https://myehigh-power.weebly.com/business-plan-app-for-mac.html. To apply Activity Sets on mobile to trigger template-based tasks and events associated with a project or opportunity, tap the Related tab in a project and then the Plus (+) icon, and select a corresponding activity set including start and end dates and assignees. Insightly has also improved mobile search with icons denoting a task, contact, opportunity, or organization search filter. For enterprises with hundreds of users, Insightly has integrations with single sign-on (SSO) tools such as OneLogin, AuthO, or Okta Identity Management.
Insightly's support is helpful and easy to access. During our trial, we contacted the company with questions via email and received a satisfactory response within 24 hours. We also received one phone call from an Insightly rep who patiently answered all questions and followed up via email a few hours later. The company's support is accessible without being overbearing.
Ample Features, Great Price
If you're looking for a way to streamline and organize your client and employee networks, Insightly CRM is a great choice. It may take a little getting used to, but after a short time, the system will be updating contacts and linking projects for you without much help at all.
Insightly CRM combines multiple tools into one dashboard, so all aspects of your business are on one page. The subscription fee seems a small price to pay for that kind of convenience. However, you can get more functionality for about the same price with our Editors' Choice Apptivo CRM, or more ability to customize your dashboards and workflow with our other Editors' Choices Zoho CRM and Salesforce Sales Cloud Lightning Professional. But Insightly CRM is an intuitive, affordable, and easy-to-use platform that might be the right fit for your business.
Free App For Mac
Bottom Line: Insightly CRM ticks all the boxes that most small businesses want when it comes to customer relationship and lead management. However, this platform adds some tools you don't see under a CRM hood every day, including data gathering and project management features.