Insightly CRM Review 2024: Features, Pricing & User Feedback

What Does Insightly CRM Do?

This CRM doesn’t just store your data; it ensures every piece of your business communication is streamlined and effective.

About Insightly

Diving deeper into what makes Insightly special, it’s clear this isn’t just another CRM provider. They offer solutions beyond the basics with Insightly Marketing and Insightly Service to cover all your business needs. Whether it’s automating your marketing or boosting your customer service, they’ve got you covered. 

Based out of San Francisco, Insightly Inc. has carved out a niche by focusing on more than just selling products—they’re about building lasting relationships with their customers and offering scalable solutions that grow with your business. They’re committed to providing an effective and affordable CRM that’s easy to integrate, showing they truly understand the needs of modern enterprises.

Key Features of Insightly CRM

As I delve into the features of Insightly CRM, I am continuously impressed by its comprehensive approach. It’s a CRM that connects everything—from managing leads to seamlessly integrating sales teams and marketing efforts. 

It ensures that every part of your business works smoothly. I’ll explore these features more in the upcoming sections, showing you exactly how Insightly can make your business operations smoother and more efficient.

Sales Pipeline & Lead Management

When you manage a sales pipeline with a tool like Insightly CRM, you work with a powerful system built to refine every part of your sales process. As someone familiar with this, I’ve seen firsthand how a CRM that excels in pipeline management can revolutionize efficiency. 

Insightly excels in this area by clearly visualizing each sales step, from initial contact to closing the deal. This clarity is vital for identifying where and why deals might be faltering.

• Capture and Organize Leads: The moment a potential lead surfaces, Insightly springs into action, letting you capture crucial information and sort it right away. Whether through direct entries from web forms or automatically gathering data from integrated marketing platforms, Insightly ensures you don’t miss out on prospects.

• Lead Prioritization: Insightly recognizes that not all leads are the same. Some might be more ready to buy or more profitable than others, and Insightly helps you sort them using criteria like how engaged they are, the size of the potential deal, or their past behavior. This means your sales team can spend more time on leads that are more likely to pay off, boosting efficiency and effectiveness.

• Seamless Lead to Opportunity Transition: When a lead is ready to take the next step, Insightly ensures a smooth transition to becoming an opportunity. This streamlined process helps your sales team focus on nurturing the right prospects with a customized sales approach tailored to their needs.

• Customizable Pipeline Stages: Every company’s sales process is unique, and a one-size-fits-all solution doesn’t work for everyone. Insightly lets you tailor the stages of your sales pipeline to reflect your specific sales tactics. Whether your sales are straightforward or involve complex, layered processes, Insightly adapts to fit your strategy.

• Real-Time Updates and Alerts: Keeping up with each twist and turn in your sales pipeline is crucial, and Insightly’s real-time updates help you stay informed and responsive. You can adjust quickly if a prospect moves forward in the sales process or a new task arises. This agility is essential for keeping your sales process dynamic and allowing you to leverage new information and opportunities.

24/04/2024, Personal Screenshot within the CRM: Sales Pipeline & Lead Management Dashboard View

Sales Lead Tracking & Opportunity Management

When managing sales leads and opportunities, I dive deep into Insightly CRM to make it work. Here’s how I leverage its features:

• Visibility Across the Sales Process: The whole game here is visibility. With Insightly, I can see every stage of a lead’s journey, which makes it easy to spot where things are getting stuck. This isn’t just about following up; it’s about smart follow-ups based on solid data.

• Lead Capture and Management: When juggling many leads, you need a system that keeps the ball rolling. Insightly captures lead info from various sources—think web forms, social media, direct interactions—and organizes it neatly. This means I don’t lose track of who’s who and what needs to happen next.

• Efficient Lead Qualification: This is a game changer. Insightly helps me qualify leads by scoring them based on how likely they are to convert. I can prioritize my efforts on the leads that show real promise, which helps me not spread myself too thin.

• Streamlined Opportunity Management: Once a lead is qualified, it’s all about nurturing that opportunity. Insightly’s system lets me track every interaction and precisely manage these opportunities. It’s about ensuring I’m moving deals forward and taking advantage of potential upsells or cross-sells.

• Customization and Automation: Every business is different, and Insightly gets that. I can customize the CRM to fit my sales process, not vice versa. Is it about automating tasks for each stage of the pipeline? It saves me time and keeps the sales team on track.

• Data-Driven Decisions: With Insightly, I’m not just working hard; I’m working smart. The CRM’s reporting tools show me what’s working and what isn’t so that I can adjust my strategies in real-time. It’s all about making informed decisions that drive my business forward.

Business Workflow & Process Automation

When discussing workflow automation using Insightly CRM, I’m diving into how it simplifies and streamlines your business processes. Imagine this: you’re no longer bogged down by routine tasks. 

Instead, Insightly automates these for you, from data entry and updating records to sending out timely notifications. Here’s what makes Insightly CRM a game-changer for managing your workflows:

• Automated Notifications and Task Management: Say a new lead comes in. Insightly can automatically notify the assigned sales rep and schedule follow-up tasks. This ensures nothing slips through the cracks, keeping everyone on schedule and focused on higher-value activities.

• Customized Triggers and Actions: Insightly allows you to set specific conditions, like sending a welcome email when a new contact is added or creating follow-up tasks after a certain number of days. These actions are triggered automatically based on your criteria, which means your sales process moves along without manual nudging​.

• Integration with Insightly Marketing: If you’re using Insightly Marketing with the CRM, you can seamlessly connect marketing efforts with sales activities. For instance, you could automatically add a new lead to a marketing list for targeted campaigns, ensuring a unified approach to your customer engagement strategies​.

• Scheduled Actions for Timely Execution: You can even schedule actions for the future. Whether it’s a follow-up call or an email, setting these actions on a timer helps maintain momentum in your sales pipeline without constant manual input.

24/04/2024, Personal Screenshot within the CRM: Business Workflow & Process Automation Dashboard View

Validation Rules & Advanced Permissions

Do you need precise control over your CRM data accuracy and user access? Insightly CRM leverages validation rules and advanced permissions to ensure data integrity and tailored access across different team roles. Here’s the breakdown: 

• Data Integrity Through Validation Rules: Eliminate common data errors with Insightly CRM’s validation rules. These rules ensure that the data entered into the system meets specific criteria before it’s saved, thereby maintaining high data quality essential for reliable reporting and decision-making. For instance, prevent the duplication of contact entries or ensure all email fields contain a valid email format.

• Role-Based Access Control: Customize user access based on roles within your organization using Insightly’s advanced permissions. This feature enables you to define who can view or edit specific data within the CRM, enhancing security and ensuring team members only access information pertinent to their responsibilities.

• Enhanced Data Security: Protect sensitive information by setting up detailed access controls restricting data visibility to authorized personnel. This is crucial for compliance and maintaining customer trust.

• Streamlined Team Collaboration: By assigning specific data access rules, team members have clarity on what information they can access and modify. This facilitates a smoother workflow, preventing errors and redundancies in handling data.

• Efficient Management of User Permissions: Insightly CRM allows for easy user permissions management, making it straightforward to adjust access as your team evolves or when onboarding new members. This flexibility supports dynamic business environments and growing teams.

24/04/2024, Personal Screenshot within the CRM: Validation Rules & Advanced Permissions Dashboard View

Products, Price Books & Quotes

Handling products, price books, and quotes effectively is crucial for businesses, and Insightly CRM shines in this department. With its features, companies can streamline how they manage product offerings and simplify the pricing and quoting process. Here’s a breakdown of how these functionalities can benefit a business like yours:

• Comprehensive Product Catalogs: Insightly allows you to maintain detailed records of your products. This centralization ensures that your sales team has all the information they need at their fingertips, from pricing to specifications, which helps deliver accurate information to your clients swiftly.

• Dynamic Price Books: You can create multiple price books within Insightly, a lifesaver for businesses operating in different regions or sectors requiring tailored pricing strategies. This feature helps maintain consistency across your sales teams by ensuring everyone uses the correct prices for their specific market or customer segment.

• Streamlined Quoting Process: Generating quotes is more efficient because Insightly lets you directly pull the relevant product and pricing information into a quote document. This reduces errors and speeds up the sales cycle, as your team can send accurate quotes faster than ever.

• Version Control and Approvals: When dealing with quotes, changes are inevitable. Insightly provides robust tools to manage quote revisions and approvals, ensuring that only accurate, approved content goes out to your clients. This saves time and protects your company’s integrity and reputation.

24/04/2024, Personal Screenshot within the CRM: Products, Price Books & Quotes Dashboard View

Pricing Plan

If you’re considering Insightly CRM as your next digital sidekick, you’re in for a treat. As you know, pricing is a massive factor in choosing the right CRM software, and Insightly offers a palette that caters to businesses of any size. Whether you’re a solopreneur or part of a larger enterprise, Insightly has options that could be a perfect fit. Let me break it down for you:

• Free Plan: Perfect if you’re just dipping your toes into CRM waters. It’s free forever, supports up to 2 users, and you get 5 email templates.
• Plus Plan: Priced at $29 per user per month (billed annually), this plan is a sweet spot for many businesses. It’s ideal if you’re past the startup phase and need more robust features. It includes pre-built business dashboards and hundreds of emails and page templates.
• Professional Plan: At $49 per user per month (billed annually), this plan ramps up the capabilities with even more features, like custom page layouts and lead assignment and routing, making it suitable for businesses with growing needs. This could be the right pick if your teams require more advanced collaboration and customer engagement tools.
• Enterprise Plan: At $99 per user per month (billed annually), this is Insightly’s top-tier offering. It’s geared towards large organizations that require extensive customization and control. Features include audit logging and custom apps.

Is Insightly CRM Easy to Use?

Recently, I decided to try out Insightly CRM, opting to sign up using my Google account. Interestingly, instead of landing directly on my account dashboard after signing up, I was redirected to the login page to access my account manually. It was a small bump in the road but nothing too discouraging. 

Once logged in, Insightly showed a keen interest in tailoring the experience to my needs by asking questions about my business. This personalized approach felt engaging and set the stage for a customized user experience.

Moving on to the interface, Insightly’s design is intuitive. The layout is clean, with clear navigation paths that prevent any confusion. It’s evident that they prioritize user experience in their design approach. The onboarding process is crucial for newcomers to CRM software, and Insightly excels here. 

They provide abundant training resources and documentation that are easy to follow. This is particularly beneficial when you’re looking to get up to speed quickly without scouring forums or contacting customer service for every question.

Insightly’s user interface is clean and straightforward, with a minimal learning curve. The training resources are extensive, with helpful tutorials provided. The onboarding process is structured, user-centric, and informative. While Insightly scores high marks for ease of use, there’s always room for improvement, especially considering the initial hiccup with Google account registration. 

However, once past the login screen, Insightly is a robust CRM solution that significantly streamlines sales processes, improves task management, and strengthens marketing campaigns.

Available Integrations

I’ve always been interested in how CRM software works with other tools to make work easier. Insightly CRM does this really well. It has many integrations that can help sales and marketing teams a lot. Here are some of the best integrations with Insightly CRM that I think are really helpful:

• Google Apps
• Microsoft Outlook
• QuickBooks
• Xero
• MailChimp
• Slack
• DocuSign
• RingCentral
• Asana 
• Trello
• Zapier

Insightly Customer Service

Regarding Insightly CRM’s customer service, I’ve noticed a mix of features and support mechanisms aimed at helping users manage their customer relations smoothly and efficiently. What stands out to me the most is the variety of options available for contacting their support team. 

Whether you prefer direct contact through email, live chats, or even the self-service portals, Insightly has tailored its services to accommodate different user preferences. This speaks volumes about their commitment to customer care.

One aspect that particularly impressed me is their response times. It’s evident that Insightly prioritizes quick and efficient service. The average speed of answer metric showcases their dedication to responding swiftly, ensuring that customer queries and issues are addressed promptly, enhancing the overall user experience. 

This quick response time is crucial for maintaining customer satisfaction and trust, both essential in the fast-paced world of CRM software.

Furthermore, Insightly’s customer support extends beyond mere interactions. Including comprehensive knowledge articles and resources in their help center allows users to troubleshoot or learn at their own pace, which I find incredibly empowering. The availability of such resources reduces the need for direct contact for every minor issue, thereby streamlining the support process.

It’s also worth mentioning that Insightly’s service app integrates seamlessly with their CRM system, providing a smooth experience that ensures all customer-facing teams have access to up-to-date, comprehensive information in real time. This integration enhances the effectiveness of customer support by enabling quicker resolution of issues and more personalized customer interactions.

So, Insightly seems to have built a robust customer service framework that supports efficient problem resolution and encourages user self-sufficiency. From my experience, this can significantly enhance user satisfaction and make managing customer relationships smoother.

Which Companies Work with Insightly?

I’ve been watching various businesses that effectively utilize Insightly CRM to manage their operations efficiently. Insightly is quite popular among various industries, reflecting its robust versatility and capability. Let me share a few notable examples:

• Sullivan & Stanley
• Sport Court Las Vegas
• Better Earth Solar
• Knightscope
• TreasurySpring
• Bend Health
• Adsquare
• The Glimpse Group

Alternatives

Let’s talk about a few solid alternatives to Insightly CRM that hit the mark for similar features and cater to comparable clients. You’ll appreciate these options if you’re like me, always looking for tools that enhance workflow automation, improve contact management, or streamline the sales process.

• Pipedrive
• Freshsales
• Zoho CRM
• EngageBay
• HubSpot
• Keap
• Bitrix 24

Suitability Assessment

If you’re eyeballing Insightly CRM as your next business tool, here’s a no-nonsense breakdown of when you might want to jump on it or skip it.

Choose Insightly CRM if

• Your business is keen on mapping detailed customer journeys
• You’re looking for robust project management features
• Your focus is on lead management
• You need marketing automation tools

Avoid Insightly CRM if

• Your organization is growing at a rapid pace and needs highly scalable solutions
• You are budget-conscious and looking for an affordable CRM
• High-level customization is crucial for you