Insightly Review in 2024: Best CRM Tool for You?

Are you really tired of juggling multiple tools to manage your customer relationships, sales pipelines, & project workflows?

This fragmentation can lead to inefficiencies, lost opportunities, and a lack of visibility across your business.

Insightly might be the all-in-one solution you’ve been searching for.

In this review, we’ll dive deep into Insightly’s features, pricing, pros, & cons to help you decide if it’s the right fit for your business.

What is Insightly?

Insightly is like a super-organized toolbox for your business.

It helps you keep track of all your customers and leads (that’s customer relationship management or Insightly CRM).

It also helps you plan and manage your projects from start to finish (that’s project management).

And the best part?

It can automate a lot of your repetitive tasks (that’s workflow automation), so you have more time to focus on growing your business.

Who Created Insightly?

Insightly was founded back in 2009 by Anthony Smith with a simple idea: make business easier.

They started by building tools for contact management and task management.

As they grew, they realized businesses needed more than just that.

So, they expanded into a full-fledged CRM software that helps sales teams close deals and marketing teams attract new customers.

Today, Insightly’s vision is to be the go-to platform for all businesses of all sizes, helping them connect with customers, grow their revenue, and achieve their goals.

Top Benefits of Insightly

• All-in-one platform: Insightly combines CRM tools, project management, and marketing automation in one place, eliminating the need for multiple software subscriptions.
• Enhanced customer relationships: Insightly helps you build stronger connections with your customers by providing a 360-degree view of their interactions with your business.
• Streamlined sales process: Manage your sales pipeline and track your sales opportunities from lead to close with Insightly’s intuitive sa les tools.
• Efficient project management: Plan, execute, and track projects with Insightly’s robust project management features, including task assignment and progress monitoring.
• Powerful marketing automation: Insightly Marketing lets you create and automate targeted marketing campaigns, nurture leads, and track results.
• Customization and flexibility: Tailor Insightly to your unique business needs with its customizable fields, workflows, and reports.
• Integration with popular tools: Connect Insightly with your favorite apps like Google Workspace, Microsoft Office 365, and more.
• Mobile access: Stay connected & productive on the go with Insightly’s mobile apps for iOS and Android.
• User-friendly interface: Insightly’s intuitive interface makes it easy to learn and use, even for those without technical expertise.
• Excellent customer support: Get the help you need with Insightly’s responsive customer support team and extensive knowledge base.
• Industry recognition: Insightly has received numerous awards and accolades, including being named an Editor’s Choice by PC Magazine.

These are just a few of the reasons why modern CRM teams love Insightly. With its feature set, user-friendly interface, and powerful automation capabilities, Insightly can help businesses of all sizes achieve their goals.

Best Features of Insightly

Insightly isn’t just another CRM. It’s packed with features designed to make your work life easier. Let’s take a closer look at some of the standout tools Insightly offers.

1. Tasks

Stay on top of your to-do list with Insightly’s task management system.

You can create tasks, assign tasks to team members, set due dates, and track progress. It’s like having a personal assistant to keep you organized.

2. Contacts

Never lose your track of a customer or lead again.

Insightly’s contact management system lets you store all their information in one place.

You can see their contact details, past interactions, and any notes you’ve made.

3. Leads

Turn leads into customers with Insightly’s lead management tools.

You can track leads through your sales pipeline, see where they’re at in the buying process, and nurture them with targeted marketing campaigns.

4. Organizations

Keep track of the companies you do business with.

Insightly’s organization management system lets you store company information, see related contacts, and track your interactions with them.

5. Emails

Connect your email to Insightly and see all your customer communication in one place.

You can also send emails directly from Insightly using pre-built email templates.

Plus, Insightly Service lets you manage customer support tickets right within the platform.

Pricing

Plan Name	Price	Key Features
Plus	$29/month	Lead and contact management, Project management
Professional	$49/month	Lead assignment and routing, Workflow automation.
Enterprise	$99/month	Sandboxes. Products, Pricebooks, and quotes.

Pros and Cons

Understanding the strengths & weaknesses of any software is crucial before making an investment.

Let’s weigh the pros and cons of Insightly to help you make an informed decision.

Alternatives of Insightly

While Insightly is a powerful CRM solution, it’s always very good to explore other options to find the perfect fit for your business. Here are a few popular Insightly alternatives:

• Salesforce: A giant in the CRM world, Salesforce offers a vast array of features & customization options. It’s a good choice for large enterprises with complex needs.
• HubSpot: HubSpot’s CRM is known for its user-friendliness and inbound marketing capabilities. It’s a popular choice for businesses focused on attracting and nurturing leads.
• Zoho CRM: Zoho CRM is a cost-effective option with a wide range of features. It’s a good fit for small and medium-sized businesses looking for an affordable solution.
• Pipedrive: Pipedrive is a sales-focused CRM that’s designed to help sales teams close deals faster. It’s a great option for businesses with a strong emphasis on sales.
• Monday.com: Monday.com is a flexible work management platform that can be customized to function as a CRM. It’s a good choice for teams looking for a highly visual and collaborative solution.

Remember, the best CRM for your business will depend on your specific needs and priorities. It’s always recommended to try out a few different options before making a final decision.

Personal Experience with Insightly

My team and I recently switched to Insightly, and it’s been a game-changer.

We used to juggle multiple tools for our sales, projects, and marketing, which was a mess.

Insightly brought everything together in one place, making our lives so much easier.

Here’s how Insightly helped us:

• Boosted our sales: We used Insightly’s sales pipeline to track leads and close deals faster. No more missed opportunities!
• Improved project management: We planned and executed projects seamlessly with Insightly’s task management and project tracking tools.
• Connected with customers: Insightly’s CRM helped us keep track of all our customer interactions and build stronger relationships.
• Automated our marketing: Insightly Marketing made it easy to create and send targeted email campaigns, saving us a ton of time.

Overall, Insightly has been a fantastic addition to our toolkit. It’s helped us streamline our workflows, improve collaboration, and achieve better results.

Final Thoughts

Insightly is a powerful all-in-one platform that combines CRM, project management, and marketing automation.

It’s user-friendly, customizable, and packed with features to streamline your business processes.

While it might have a slight learning curve and a higher price tag than some competitors, its benefits far outweigh the drawbacks.

If you’re looking for a comprehensive solution to manage your customer relationships, sales, projects, and marketing, Insightly is definitely worth considering.

Give it a try and see how it can transform your business.

Frequently Asked Questions