Used by 73% ProfessionalsInsightly CRM Overview
/5
- Linux
- Windows
- Large Enterprises
- Small Businesses
Insightly CRM empowers sales teams to develop top-notch customer interactions. It serves organizations of all sizes across a range of industries like consulting, manufacturing, media, technology, professional servies, and others. More than 25,000 enterprises and 1.5 million users employ Insightly to build tailored marketing campaigns and automate business operations.
About Insightly CRM
Insightly CRM Features
- Design Dashboards : Allows building and sharing beautiful data visualizations to uncover insights and progress.
- Custom Apps : Allows building and deploying custom apps with validation rules, workflow automation, and dashboards.
- Dataset Management : Captures, stores, and develops relationships between datasets with custom objects.
- Relationship Linking : Flexible record linking functionality helps to map and better understand complex customer relationships.
- Lead Routing : Leverages leads’ relevant information to automatically route leads to the right person.
- Workflow Automation : Allows developing multi-step business processes like generating tasks, sending email alerts, and more.
Insightly CRM Ratings and Reviews
- Andrew McDonaldDirector
Insightly is being used in two main ways. It is being used as a CRM, in the classic sense, to manage contacts and organisations from a sales and marketing point of view. It is also being used as a business management system to process orders, manage suppliers and manage information. There are many advantages. But one of the most powerful features is the ability to link items. Notes, organisations and projects can all be linked in a unique way. It is easy to stay organisaed and manage the business even when traveling. It also makes working on projects with teams very easy.
Links notes and organises the company knowledge base. Very easy to set up and configure to the unique needs of your own organisation. Allows organisation of information in a very searchable and relevant way. - Luciana MontiveroSales Development Representant
It is used as a sales tool to keep track of the different clients and manage leads and opportunities. I use it to do prospecting and to follow up on my own prospects. It's a two-member group completely sales advocated.
I think the timeline is not shown as good as other platforms (like Hubspot CRM), where you can see at first glance all the activities that the lead made, regarding opening emails or answering them. It would be awesome if you could change the status of a group of leads at the same time (just like sending bulk emails or adding activity sets). I think the UX has room for improvement.
