Insightly is a cloud-based customer relationship management (CRM) software that offers users the ability to manage their contacts, organizations, opportunities, and projects in one place. The pricing plans for Insightly are not straightforward, which could lead to confusion regarding its price.
Insightly used to offer a free plan with limited features, but as of February 10, 2021, the company no longer offers a free version of its software. However, it does offer a 14-day free trial for all new users to try out the software before committing.
Users who wish to use Insightly can opt for one of the three pricing plans available, namely Plus plan, Professional plan, and Enterprise plan. The Plus plan costs $29 per user per month when billed annually and is ideal for small businesses that require basic CRM functionality. It includes features such as contact and organization management, task management, and email tracking.
The Professional plan costs $49 per user per month when billed annually and offers more advanced features that cater to larger businesses. In addition to the features included in the Plus plan, the Professional plan includes lead and opportunity management, advanced reporting, and project management.
The Enterprise plan is the most comprehensive and customizable solution Insightly offers. Its pricing varies depending on the user’s specific needs and requirements. Users can get in touch with their sales team for a quote.
While Insightly does not offer a free version of its software anymore, they do provide users with a 14-day free trial, which could help businesses determine if the software meets their needs. Additionally, Insightly offers different pricing plans that cater to different business sizes and requirements, making it a flexible and customizable solution.
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Does Insightly have a free version?
Yes, Insightly offers a Free plan for its users. This plan is suitable for individuals, small teams or startups who are just getting started with the software and want to test the waters without making a financial commitment.
The Free plan includes basic features such as contact management, project management, task management, and calendar integration. However, it has some limitations such as a maximum of two users, limited storage space, and the inability to use some advanced features like custom fields, reporting, and workflow automation.
If the user needs additional features or wants to accommodate larger teams, Insightly offers various paid plans that can be tailored to meet their needs. These plans start from $29/month/user, and they provide advanced features such as real-time visibility into the sales pipeline, custom reports, and integrations with other software applications like G Suite, Microsoft Office 365, and Mailchimp.
Insightly has a free version that provides basic features and limited functionality for small teams or individuals. However, users can upgrade to paid plans to access advanced features and additional resources as their needs evolve.
Is Insightly any good?
Insightly is a popular customer relationship management (CRM) software that offers businesses an all-in-one solution for managing customer interactions, sales pipelines, projects, and tasks. The software is designed to help organizations streamline their workflow, improve customer engagement, and drive long-term growth.
Overall, Insightly is a good option for small and medium-sized businesses looking for a user-friendly and affordable CRM solution. It offers a range of features such as lead management, contact management, project management, task management, and reporting dashboards. These features are customizable, so businesses can tailor the software to their specific needs and work processes.
One of Insightly’s main strengths is its integration capabilities. It can integrate with a variety of third-party tools, including Google Apps, Office 365, Mailchimp, QuickBooks, and more. This allows businesses to consolidate their data and streamline their workflow, leading to increased efficiency and productivity.
Another advantage of Insightly is its affordability. The software offers three pricing tiers that cater to businesses of all sizes and budgets. Its basic plan is free, while its paid plans start at just $29 per user per month. This makes Insightly a budget-friendly CRM choice, especially for small businesses with limited resources.
However, it is worth noting that Insightly may not be suitable for larger enterprises with more complex needs. The software may lack some of the advanced features and customization options that larger organizations require, such as deep analytics, advanced automation workflows, and advanced reporting features.
Insightly is a good CRM option for small and medium-sized businesses that are looking for a comprehensive and affordable software solution. While it may not be as robust as some of its more expensive counterparts, it offers many useful features and integration capabilities that can help businesses improve their workflow, boost productivity, and drive growth over time.
How does Insightly work?
Insightly is a cloud-based customer relationship management (CRM) software that helps businesses manage and automate their sales, marketing, customer service, and project management activities. The software is designed to streamline business processes and increase productivity by providing a centralized platform that consolidates all customer information and interactions in one place.
At its core, Insightly works by allowing businesses to create and manage customer contacts, leads, opportunities, projects, tasks, and events. It enables users to track and analyze customer behavior, preferences, and interactions to identify the most profitable customers and prioritize sales efforts accordingly.
Insightly’s sales management features help users streamline the sales process by providing lead and opportunity tracking, sales forecasting, and pipeline management. The software also offers a host of marketing automation features, including email and social media integration, lead tracking, and campaign management.
To ensure that customer needs are met, Insightly’s customer service management tools enable businesses to track support tickets, manage customer feedback, and provide timely resolutions. The software also provides robust project management features that allow businesses to plan, organize, and execute projects with ease.
One of the key advantages of Insightly is its ease of use. Its intuitive user interface, coupled with its robust functionalities, makes the software accessible to businesses of all sizes and complexity levels. Moreover, Insightly integrates with a wide range of third-party tools, including accounting systems, marketing automation, and sales tools, which allows businesses to customize their CRM experience to meet their specific needs.
Insightly is a comprehensive CRM software that helps businesses streamline their operations by providing a single platform for managing customer interactions, sales, marketing, customer service, and project management. Its ease of use, robust functionalities, and integration capabilities make Insightly a popular choice for businesses looking to improve their overall efficiency and customer experience.
How long is Insightly free trial?
Insightly offers a free trial for their CRM software that lasts for 14 days. During this period, you can access all the features and functionalities of the software without any limitations. This is a great opportunity for businesses to test out the software and see if it meets their needs and requirements.
To sign up for the free trial, all you need to do is visit the Insightly website and create an account. Once you have created an account, you will be able to access the software immediately and start using it to manage your customer relationships.
During the free trial, you can explore various features of the software such as managing contacts, pipeline management, project management, and more. This will give you a good idea of how Insightly can help you streamline your business processes and improve your overall productivity.
However, it’s important to note that once the free trial ends, you will need to upgrade to a paid plan to continue using the software. Insightly offers different pricing plans based on the features and number of users you need, so you can choose the plan that suits your business needs and budget.
Overall, the Insightly free trial is a great way to test out the software and see if it’s the right fit for your business. With a 14-day trial, you have plenty of time to explore the features and functionalities of the software and determine if it’s worth investing in for the long term.
Does Insightly integrate with Gmail?
Yes, Insightly does integrate with Gmail. Insightly is a customer relationship management (CRM) software that provides businesses with a unified view of their customers, including their contact information, communication history, purchase history, and more. Integrating Gmail with Insightly is a great way to streamline your workflows and improve your productivity.
By integrating Gmail with Insightly, you can:
1. Sync Contacts: Insightly allows you to sync all your Gmail contacts, so you don’t have to worry about manual entry or data duplication. Once synced, Insightly will automatically update all changes to your Gmail contacts, such as phone numbers, email addresses, and more.
2. Save Emails: With Insightly, you can easily save your important emails to your CRM. This feature is especially useful if you communicate with your customers through email and want to keep a record of all your interactions.
3. Create Leads: You can create leads in Insightly directly from your Gmail inbox. This feature is helpful if you receive an email from a prospective customer and want to add them to your CRM without leaving your inbox.
4. Schedule Tasks: You can easily schedule tasks in Insightly directly from your Gmail inbox. This feature is useful if you receive an email that requires follow-up, such as a customer inquiry or a request for a quote.
5. Track Email Open Rates: With Insightly, you can track your email open rates and see which messages are getting the most traction. This feature is useful for email marketing campaigns and helps you optimize your messaging.
Overall, integrating Gmail with Insightly provides a range of benefits for businesses that want to streamline their workflows and improve their productivity. With these tools, you can manage your customer relationships more effectively and grow your business faster.
What kind of software is Insightly?
Insightly is a cloud-based customer relationship management (CRM) software that helps businesses to manage their sales, customer interactions, project management, and task tracking efficiently. It is designed to be a simple and easy-to-use CRM solution suitable for small and medium-sized businesses (SMBs) that require a comprehensive CRM system at an affordable price.
With Insightly, businesses can manage their customer information, track their sales pipeline, and create custom reports to get real-time insights into their sales performance. The software offers a range of features like contact management, opportunity management, task management, project management, integration with social media platforms, email integration, and mobile access, among others.
Insightly allows businesses to automate their sales processes and workflows to streamline the sales cycle and increase productivity. The software is highly customizable, with the ability to create custom fields and reports, custom workflows, and even custom integrations with other software and applications.
One of the standout features of Insightly is its project management capabilities, which allow businesses to manage their projects from inception to completion. The software enables users to create and manage tasks, assign them to team members, and track the progress of the project to ensure that deadlines are met.
Overall, Insightly is a powerful yet affordable CRM solution that can benefit small and medium-sized businesses looking to streamline their sales processes, improve customer interactions, and increase productivity. Its easy-to-use interface, robust features, and customization capabilities make it a popular choice for businesses looking for a comprehensive CRM solution.
What is Insightly and how does it work?
Insightly is a powerful customer relationship management (CRM) software designed to help businesses and organizations manage their contacts, relationships, opportunities, and projects in one unified platform. It is a cloud-based platform that eliminates the need for expensive hardware or software installations, allowing users to access their data from anywhere around the globe.
Insightly works by consolidating all customer information in one place, creating detailed profiles of every contact, and providing users with a complete history of their interactions with each customer. The platform allows users to view purchase history, conversations, notes, and other valuable information about their customers, which can help them build stronger relationships with their clients.
The software also includes features like lead management, sales pipeline management, task management, reporting, and customizable dashboards, which makes it easier to manage projects from start to finish.
Moreover, Insightly provides integration with various other platforms such as Microsoft Office 365, Google Apps, and Dropbox. This helps users to have all essential applications and data in one place, streamlining project management and collaboration. Insightly’s automation capabilities are also worth mentioning — users can configure the software to automate repetitive tasks, such as email follow-ups, project updates, and task assignments, freeing up time for more essential work.
Insightly is a scalable platform, making it suitable for both small and medium-sized businesses and large organizations. Different subscription levels cater to the needs of different organizations, allowing them to access the features they need without paying for what they don’t. Insightly helps businesses streamline their operations, improve productivity, and improve customer satisfaction by providing them with a centralized platform for managing their customer relationships and projects.
Can you text from Insightly?
Yes, Insightly offers the ability to send text messages directly from their platform. Insightly has integrated with leading communication service providers like Twilio, enabling businesses to send and receive SMS within the Insightly application.
The feature is beneficial to businesses as it enables them to send timely, personalized text messages to their customers and contacts, enhancing the customer experience. Additionally, sending texts from Insightly can save time for sales teams as it eliminates the need to switch between different applications for communication.
To start sending and receiving text messages using Insightly, users need to have an active Twilio account and connect it to Insightly. Once the integration is set up, users can send SMS messages to their contacts directly from their Insightly account.
Insightly has several features to make text messaging more personalized and effective. Users can create SMS templates, track and schedule follow up messages, and attach pictures, documents, and links in their text messages. The communication is stored within the Insightly CRM, allowing users to track and analyze text conversations along with other communication channels.
Overall, Insightly’s text messaging feature is a valuable addition to its suite of CRM tools, making it easier for businesses to connect with their customers and maintain relationships.
What database do charities use?
Charities rely on various databases to manage their operations and enable them to carry out their initiatives successfully. These databases are designed to help charities collect, store, and analyze data about donors, volunteers, and beneficiaries, as well as financial and programmatic information.
One of the most popular databases that charities use is donor management software. This software is responsible for maintaining a charity’s relationship with its donors and supporters by storing crucial data such as names, addresses, donation histories, and communication preferences. The software also enables charities to segment their donors by various characteristics, allowing them to implement targeted fundraising and stewardship strategies.
Another database widely used by charities is volunteer management software. This software helps track volunteers’ information, shifts, and tasks, which helps facilitate communication and coordination between volunteers and staff. Volunteer databases allow charities to ensure they have enough volunteers for their events and programs while also ensuring that volunteers are assigned to the right roles that utilize their skills and interests best.
Additionally, many charities use a variety of data management tools to track information related to their programs, operations, and finances. These databases include case management software, accounting software, and program evaluation systems. Case management tools help charities organize client and service data, monitor progress, and measure the outcomes of their programs.
Accounting software helps charities manage their finances, track expenses and income, and produce financial reports. Lastly, program evaluation systems measure whether charities have achieved their goals and objectives and provide insights into how they can improve their programs and projects for their beneficiaries.
Charities use a range of databases to effectively manage their operations, collect important data, and carry out their missions successfully. By utilizing these databases, charities can streamline their operations and better understand their donors and beneficiaries.
How many users does Insightly have?
It offers a range of features that are aimed at streamlining key business operations such as sales, marketing, project management, customer support, and finance. The platform is known for its user-friendliness, flexibility, scalability, and affordability, making it accessible to businesses of all sizes and industries.
Its users span across different sectors such as healthcare, education, technology, manufacturing, hospitality, and more. Insightly’s user base is constantly growing as more businesses are realizing the benefits of adopting modern CRM and project management tools to automate their workflows, increase efficiency, and enhance customer satisfaction.
Hence, it is safe to say that Insightly has a significant number of users and is a well-established player in the CRM and project management software market.
Does Insightly have project management tools?
Yes, Insightly is equipped with project management tools to help businesses manage their project timelines, assign tasks to team members, track progress, and communicate with stakeholders. The platform offers a range of features and functionalities to support project management, including project milestones, task tracking, Gantt charts, and project templates.
The project milestones feature allows businesses to break down projects into smaller, manageable tasks, and mark important milestones to track progress. The task tracking feature enables team members to assign tasks to each other, set deadlines and priorities, and update the status of their tasks in real-time.
This helps improve team collaboration and ensures that everyone is on the same page.
Insightly’s Gantt charts provide a visual representation of project timelines, showing task dependencies, resource allocation, and deadlines. This helps project managers to identify potential bottlenecks and allocate resources more efficiently.
Moreover, Insightly provides a wide range of project templates designed to suit the needs of different businesses. These templates are pre-built with tasks, milestones, and workflows commonly associated with specific project types. This feature is particularly useful for businesses that do similar types of projects frequently.
Finally, Insightly offers collaboration tools such as file sharing, comments, and activity feeds to enable team members to communicate effectively throughout the project lifecycle. This ensures that everyone is up-to-date with the latest developments and can make timely decisions. Insightly offers a robust set of project management tools to help businesses streamline project workflows, improve team collaboration, and achieve project success.
