Your business is unique so you'll want a CRM that can be customized to meet your specific needs. ". Your contact details will be handled in accordance with our. With Enterprise Single Sign-On out of the box, your Office users can access their Insightly CRM with 1-click using their Office 365 Login accounts hosted in Active Directory. See how well the features and functionalities of Insightly and Pipeliner meet the 190 CRM Software requirements you need to consider. CRM and Marketing automation are better together. Marketing, Sales and Projects together at last on one cloud-based unified platform. Sign Up. Customers today want relationships not transactions. Insightly is the preferred CRM platform for businesses of all sizes, worldwide. Choose from 3 feature-rich plans specifically designed to evolve with the needs of your business as it grows. It is accessible from mobile phones, and is linked to programs like Office 365, and also Outlook 2013. Contact sales to learn what Insightly can uniquely offer when you purchase both. Insightly CRM Pricing. The intuitive journey builder will set the campaign in motion in minutes. Insightly distributes its CRM and project management tools to customers using a freemium model.. History. At Insightly, your success is our top priority. Grow your business faster by building lasting relationships with your customers, through every step of the customer journey. Give Insightly a try. With Insightly CRM, you can tailor the standard sales processes of contact, lead and opportunity management using custom fields and dynamic page layouts. For even better customer insights, collect leads online with JotForm to automatically send the most relevant lead information straight to your Insightly CRM. By connecting your email account to Insightly you can send email without leaving your CRM, utilize email templates, automatically save a copy of your sent message to the Insightly Emails tab, and receive replies in the inbox of your email account.. Insightly provides connections to Gmail, Office 365 Outlook, Outlook.com (which includes Hotmail accounts), and SMTP servers like Microsoft Exchange. DA: 17 PA: 17 MOZ Rank: 18. Integrate HubSpot CRM and Insightly the way you want. Manage and track all the details of every deal with stages, pipelines, and custom fields, Customize multiple sales pipelines for each sales process, and assign activity templates to each stage. Changelog 3.2.0. Insightly is a modern customer relationship platform that helps sales teams reach out to the right leads at the right time. Insightly CRM comes with three paid (Plus, Professional, and Enterprise) and one forever-free plan. One unified platform. Insightly is a CRM software for small and medium business owners who want to improve the way they manage leads, projects, and sales. There is a free trial for Insightly CRM available for 14 days where the user has access to the advanced features in the Professional Plan. Someone looking for a simple, small business CRM would most likely consider their Free and Basic plans. Get insights, tips, and thought leadership, Request a demoTo speak with a human being, call: 1-888-999-4039. Better connect with your customers, create unforgettable experiences, and align teams with a CRM built with you in mind. Go beyond transactions. Insightly Pricing. CRM and Marketing automation are better together. Call us and weâll configure a Support & Service Plan just for you. If customers feel poorly treated, theyâll leave you. Whatever you want to achieve, thereâs a Success Program thatâs perfect for you. Insightly is a powerful, easy to use CRM software with native integrations to Gmail, Office 365, MailChimp, and other popular applications. Quickly determine whether a solution from Insightly or Pipeliner best fits your organizationâs needs More than 1.5 million users in 200+ countries worldwide, trust Insightly to help grow their business by managing customer interactions, leads, sales opportunities and projects. With 3 distinct plans to choose from, work with our experts to select the plan that best suits your needs, today. The company develops cloud-based customer relationship management (CRM) and project management tools for small and medium size businesses. Choose from 3 feature-rich plans specifically designed to evolve with the needs of your business as it grows. Insightlyâ¦ Insightly is the #1 CRM software for Gmail, G Suite and Outlook. Navigation is hinged on a vertical ribbon on the left hand side. View which sales team members worked on every deal, Filter, select, and update the details of any number of records in Insightly from any list view, Place and receive phone calls with click to call, and log and record every call automatically. Insightly integrations with Zoho CRM Use Zoho Flow to integrate Insightly with Zoho CRM, in atleast 198 different ways , without writing code. Love Your CRM! No job is too small, or process too complicated. marketing, sales and projects together at last on one cloud-based unified platform. Choose from 3 feature-rich plans specifically designed to evolve with the needs of your business as it grows. A better way to manage your projects, team and sales. Manage and track leads and qualify prospects, Automatically route incoming leads to the right reps based on your criteria, Improve data quality by ensuring leads are not duplicated, Send custom, templated, and tracked emails to targeted lists of leads or customers, Improve productivity with templated emails and track open and reply rates, Send emails to prospects and customers at exactly the right time, automatically, Drag and drop leads to move deals along visually in kanban view, Capture new leads on any web page and filter out spam automatically so you never lose a hot prospect, Social network profiles are automatically appended to records so you have the full picture of every contact and lead, View a complete picture of every contact and organization including history, communications, activities, and linked items, Sync calendar events and track assigned tasks so nothing falls through the cracks, Map and better understand complex customer relationships through flexible record linking. Get insights, tips, and thought leadership. The Plus plan ($35 per user per month) comes with tools you can use to keep in touch with your prospects without missing important opportunities. What happens next is critical. Access email-based support, Insightlyâs comprehensive Help Center, and Community Forums. Create engaging customer journeys and grow pipeline, Centralize your customer data and close more deals, Convert deals to projects and deliver on time every time, Stay connected to the apps you already use. Automate any tasks that keep you away from what you do best. Enterprise-grade dashboards. Modify structure of custom field maps to handle new custom field names. TeamWave is the best small business CRM, project management & HRMS software. Insightly as a simple to use yet powerful CRM system for small business. It is the #1 CRM for G-Suite and Microsoft Office 365. Products. There are tiers of pricing plans available based on the customerâs requirement of the features of CRM software. Insightly is a well-rounded, low-cost CRM with effective contact and project management tools, custom reports and plenty of other useful features. Insightly offers five tiers of CRM service. Insightly Voice is a completely integrated CRM telephony solution that leverages your CRM data and the Insightly integrated platform. Connect Insightly to any app or system with the help of our Developer support plans. Custom field names used to be prefixed with entity name, which was used to identify entity. Enterprise-grade dashboards. And custom project dashboards will help track progress every step of the way. Beautiful email templates. Not sure how CRM can help you reach your business goals? Attach and link files from any Dropbox, OneDrive, Google Drive, and Box account. Track projects, milestones, and all correspondence and project activities in Insightly, Track milestones and schedule and assign associated tasks, Sync tasks and events to your work calendar, Build templates of tasks and event sets, and apply them to projects in one click, Move all the way from leads into opportunities and then to projects in Insightly, and preserve all data at every step, Build beautiful dashboards with over 40 different chart types and drag-and-drop configurable layouts, Create sophisticated charts and graphs, and share them with co-workers on any dashboards, Share complete dashboards or individual charts and graphs with co-workers, Flexible reports with groupings, totals, summaries, and drag-and-drop field selection, Schedule reports to run at any time and have the results emailed to the right people, automatically, The most popular CRM to integrate with the full suite of Google G-Suite productivity tools, Utilize Insightly from Outlook on your phone or computer, link to OneDrive files, and login to insightly with your Office credentials, Add the Insightly Slack AI bot and get CRM data within Slack, Get the power of Insightly and all your customer and sales data right inside Outlook, Use our complete CRM integration inside Google Gmail with our add-on, Automate and orchestrate workflow tasks, sending emails, updating records, executing custom code, firing webhooks, and much more, Store any type of data inside Insightly and relate it to contacts, organizations, sales, or projects with granular permissions, Price products and deliver quotes, directly from within the CRM, Author validation checks to suit your business and itâs processes, Powerful formula engine can execute and store complex calculations in any object, Set granular roles and permissions for objects and data access for different users, Control read/write permissions for fields in any object for different users, Build sophisticated custom apps and deploy them across web and mobile in minutes, Create and execute custom code within Insightly in any one of five languages when records are created or updated, Send HTTP notifications to any endpoint when records are added or changed, Tailor business processes, field visibility, and required fields on the fly from user input, Insightly integrates with a large range of business applications right out of the box, Access our comprehensive REST API at no additional cost, Sync events with Google or Microsoft Office calendars, Sync contact details with Google Contacts, Access Insightly information and save records from within Gmail, Access Insightly information and save records right from within Outlook. CRM. Insightly, Inc. is a private computer technology company headquartered in San Francisco, California. Record audio notes into Insightly from the microphone on your phone. With more than 1.5 million users in a variety of industries, Insightly is a leading CRM software. This integration is a community project using the RingCentral Embeddable widget, not an officially supported product, however, community support is available. Understand vendor weaknesses and where Partner Integrations or Custom Development may be needed. CRM and Marketing automation are better together. Insightly is the number one online business CRM program. Contact sales to learn what Insightly can uniquely offer when you purchase both. Or, create entirely new ones using custom objects, custom apps, calculated fields and lambda functions. Send lead information to your CRM. ", "Insightly does everything in the most intuitive way possible. Powerful yet easy-to-use content design and testing tools will bring your best ideas to life. Insightly gives you everything you need to build a complete view of your customers across the entire buying experience, and deliver exactly what they want—from the first "hello" to delivery and beyond. Whether youâre searching for new customer relationships or wanting to nurture existing ones, Insightly Marketing can help. Advanced analytics and reporting will keep track of campaign performance and ROI, all in real time. This integration is a Google Chrome extension. About Insightly CRM. Insightly provides customer relationship management (CRM) and project management software for businesses across a variety of industries such as manufacturing, consulting, health & wellness, media and others. 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