Insightly : Affordable CRM Optimized for Small Business
Insightly: in summary
What is Insightly?
Insightly is a lightweight online CRM that meets all the needs of small businesses (VSEs and self-employed entrepreneurs). This solution allows, among other things, to centralize your contacts in one place, and is accessible from any device. Its perfect integration with Google Apps (Gmail, Calendar, Contacts, Drive) makes it an incredibly efficient tool for your internal organization and the management of your external relations.
Insightly also allows you to manage the entire sales chain from lead acquisition to lead conversion and sales opportunity management. The software also offers a very nice interface inspired by Google Apps. The contact profiles are complete and the event management is clear. In the end, you can create marketing campaigns to send personalized emails to your contacts in mass.
Features
Contact and company management
Multi-criteria search, filtering, and segmentation
Viewing of interaction history
Tasks, reminders, and appointments
Customizable pipeline
Automated scoring
Email campaigns (optional)
Email automation
Quotes
Insightly - Insightly: On-site training, support (phone, email, ticket), Tasks and Notes 
Insightly - Insightly: standard advanced encryption (AES), fields, Tasks and Notes 
Insightly - Insightly: support (phone, email, ticket), Task Management & Alerts, Project Planning 
Insightly - Insightly: Contact Management, Basic knowledge (tutorials, demos), Daily Backup 
Insightly - Insightly: Online training (webinar), Secure Sockets Layer (SSL), Conversations and posts 
Insightly - Insightly-screenshot-0 
Insightly - Insightly-screenshot-1 
Insightly - Insightly-screenshot-2 Insightly: its rates
Base
US$12.00
/month /user
Plus
US$29.00
/month /user
Professionnel
US$49.00
/month /user
Clients alternatives to Insightly
Streamline your customer interactions with a powerful CRM. Automate sales processes, track leads, and manage customer data with ease.
See more details See less details
With this CRM, you can easily manage your sales pipeline, track deals, and collaborate with your team. The software offers customizable dashboards, reporting features, and integrations with popular tools to help you streamline your sales process. Plus, with automation tools, you can save time and focus on building strong relationships with your customers.
Read our analysis about monday CRMBenefits of monday CRM
Quick Setup and Fast Adoption
Advanced Automation of Repetitive Tasks
Customizable to Fit Any Business Need
To monday CRM product page
Manage your customer relationships with ease using this cloud-based software. Track interactions, set reminders, and get real-time notifications.
See more details See less details
With this CRM software, you can easily organise your contacts, view communication history, and collaborate with your team. It also offers customisable fields and integrations with popular tools.
Read our analysis about Capsule CRMTo Capsule CRM product page
Manage your customer interactions efficiently with this cloud-based software. Automate tasks, track sales and improve customer satisfaction.
See more details See less details
With its intuitive interface and extensive customization options, this software offers a complete solution for managing customer relationships. Effortlessly manage customer data, automate workflows and analyze sales performance.
Read our analysis about Zoho CRMBenefits of Zoho CRM
Streamlines sales: Manage leads, contacts, deals
Enhances engagement: Personalise customer interactions
Provides insights: Robust reporting and forecasting
To Zoho CRM product page
Appvizer Community Reviews (0) The reviews left on Appvizer are verified by our team to ensure the authenticity of their submitters.
Write a review No reviews, be the first to submit yours.