Insightly Review

Empower Your Business with Insightly

Elevate your customer relationships, drive sales growth, and streamline your business operations with Insightly. Discover how this all-in-one CRM platform can transform your go-to-market strategy.

What is Insightly?

Insightly is a comprehensive customer relationship management (CRM) platform designed to help businesses manage their customer interactions, sales processes, marketing campaigns, and project management needs all in one place. It centralizes customer data, automates workflows, and provides actionable insights to help businesses grow and succeed.

With Insightly, you can store customer information, track communication history, and manage sales pipelines effortlessly. The tool is designed for teams of all sizes, providing a scalable solution that grows with your business. Whether you're a small business or an enterprise, Insightly offers the flexibility and functionality you need to stay ahead in a competitive market.

The Go-to-Market Challenges Insightly Solves

Problems Insightly Solves

Insightly is designed to solve several key challenges that businesses face in managing customer relationships, driving sales growth, and delivering exceptional customer experiences:

1. Scattered Customer Data and Interactions
   • Insightly centralizes all customer information, communication history, and interactions in one place.
   • Teams can access a 360-degree view of each customer for more personalized and contextual engagement.
2. Inefficient and Inconsistent Sales Processes
   • Streamlines and automates the sales process from lead to close.
   • Provides workflow automation, task management, and opportunity tracking to keep deals moving forward.
   • Enables teams to standardize best practices and reduce sales cycle times.
3. Difficulty Executing Targeted Marketing Campaigns
   • Offers marketing automation capabilities to create and send segmented email campaigns.
   • Includes features like landing pages, web forms, lead scoring, and A/B testing to optimize campaign performance.
   • Helps attract, nurture, and convert leads into customers more effectively.
4. Disconnected Customer Support and Service Delivery
   • Gives support teams a unified platform to manage, track, and resolve customer issues quickly.
   • Provides tools like ticketing, SLA management, knowledge base, and self-service portal.
   • Enables proactive support and helps exceed customer expectations consistently.
5. Lack of Integration Between CRM and Other Business Apps
   • Connects with 250+ popular business apps via the AppConnect integration platform.
   • Allows seamless data syncing and workflow automation between CRM and tools for accounting, e-commerce, project management, customer support, etc.
   • Eliminates data silos and the need for manual data entry across apps.

By addressing these common pain points, Insightly empowers businesses to build stronger customer relationships, accelerate revenue growth, and improve overall operational efficiency.

The Benefits of Insightly

Centralize Customer Data

• Store all customer information, including contacts, communications, deals, and projects in one place.
• Gain a 360-degree view of each customer relationship.
• Access customer data from anywhere via web and mobile apps.

Streamline Sales and Project Pipelines

• Manage leads, opportunities, projects, and tasks using visual pipelines.
• Automate workflows to move deals and projects forward.
• Get real-time visibility into sales forecasts and project status.

Improve Team Collaboration

• Enable sales, marketing, and project teams to work together seamlessly.
• Attach emails, files, and notes to specific records.
• @mention teammates to share information and assign tasks.

Enhance Customer Service

• Track all customer interactions to provide personalized, contextual support.
• Set up a customer portal to share project updates, files, and milestones.
• Measure customer health using relationship scoring.

Extend Functionality via Integrations

• Connect Insightly with 250+ apps, including Office 365, G Suite, Slack, Mailchimp, and QuickBooks.
• Automate data syncing between systems.
• Build custom integrations using the Insightly API.

User Reviews of Insightly

G2 Reviews

Overall Rating: 4.2/5

Top 3 Competitors: Salesforce, HubSpot CRM, Zoho CRM

Positive Quotes:

1. "Insightly has helped our company with being more organized. We can run the reports that we truly need and track down every single project, lead or..." - Robert N. ⭐⭐⭐⭐⭐ Read more
2. "As an integration specialist and sales support team member for our company dedicated to helping non-profits raise money, I can confidently say that..." - Courtney H. ⭐⭐⭐⭐⭐ Read more
3. "Customized project management" - Dawn B. ⭐⭐⭐⭐⭐ Read more

Concerns:

• Learning Curve
• Limited Customization
• Not Intuitive
• Bugs
• Incomplete Information

General Sentiment: Insightly is well-received for its organizational capabilities and ease of use, though some users note a learning curve and limited customization options.

Positive Reviews:

• Easy to organize and track projects.
• Comprehensive integration capabilities.
• User-friendly interface.

Negative Reviews:

• Steep learning curve for new users.
• Limited customization in some features.
• Occasional bugs and incomplete information.

Read more reviews on G2

Reddit Reviews

Overall Sentiment: Generally positive, with users appreciating Insightly's ease of use and functionality for personal and small business use. However, some mention the lack of advanced features compared to other CRMs.

Relevant Resource: Personal CRM Tool Rec? (Not for sales)

LinkedIn Activity

The top posts and articles on LinkedIn about CRM software focus on:

1. The future of CRM with AI integration and how AI can enhance CRM capabilities.
2. Recommendations and comparisons of the best CRM tools/software, especially for e-commerce businesses.
3. Market analysis and predictions about the growth of the cloud-based CRM software market.
4. Effective tools, including CRM, for improving client relations and tracking deal flow for venture capitalists/investors.

Visit Travis Northup's LinkedIn Profile

Integrations and Compatibility

Insightly offers various types of compatibility and integrations, such as:

1. API Integrations - Allows custom integrations and automation.
2. Native Integrations - Comes with pre-built integrations with popular tools.
3. File Format Compatibility - Supports importing and exporting data in various file formats.
4. Single Sign-On (SSO) - Supports SSO protocols like SAML or OAuth.
5. Webhooks - Can send and receive webhooks for real-time data exchange.
6. Zapier/IFTTT Compatibility - Integrates with automation platforms for seamless connectivity.

What to Use Insightly With

Based on Insightly's capabilities and common go-to-market needs, integrate it with:

1. Copy.ai Workflows - Automate content creation, lead research, and data hygiene tasks.
2. Salesforce - Sync key data for larger organizations.
3. HubSpot Marketing Hub - Advanced inbound marketing capabilities.
4. Marketo - Sophisticated lead nurturing and attribution reporting.
5. Outreach - Sales engagement platform for personalized prospecting.
6. Zendesk - Support ticketing system and live chat.
7. Jira - Agile project management and issue tracking.
8. Asana - General project and task management.
9. Slack - Real-time team collaboration.
10. Stripe - Online payment processing.
11. Tableau - Advanced business intelligence and data visualization.

FAQ

What does Insightly do?

Insightly is an all-in-one CRM platform that combines sales automation, marketing campaigns, and customer service in one user-friendly tool. It centralizes customer data, streamlines the sales process, and helps businesses build lasting customer relationships.

How easy is it to set up Insightly?

Insightly is known for its ease of setup and intuitive interface. Most users can set up their account, import data, and start using the core features within a matter of hours. Guided onboarding and a library of self-help resources are available.

What makes Insightly different from other CRM tools?

Insightly offers an all-in-one approach, combining CRM, marketing automation, project management, and customer service tools in one affordable package. Unique features include relationship linking, lead scoring, workflow automation, and robust integrations.

Can Insightly integrate with other business tools?

Yes, Insightly offers a wide range of integration options. The AppConnect platform enables seamless syncing with over 250 popular business apps. For custom integrations, Insightly provides a robust API with extensive documentation.

What are Insightly's pricing plans? Are there any hidden fees?

Insightly offers four pricing tiers: Plus at $29/user/month, Professional at $49/user/month, Enterprise at $99/user/month, and Unlimited at $129/user/month. No hidden fees or long-term contracts.

Is there a free trial for Insightly, and what does it include?

Yes, Insightly offers a 14-day free trial that includes access to all features of the Professional plan. No credit card information is required to start the trial.

What type of customer support does Insightly provide?

Insightly offers multiple channels for customer support. All users have access to email support, an extensive knowledge base, and a community forum. Phone support is available for Professional and higher plans. Enterprise plan customers get priority support and a dedicated success manager.

Who is Insightly ideally suited for?

Insightly is an excellent fit for small to mid-sized businesses across various industries. It's particularly well-suited for teams looking for an affordable, user-friendly, and customizable CRM solution that unifies sales, marketing, and customer service processes in one platform.