More than 1.5 million users in 200+ countries worldwide, trust Insightly to help grow their business by managing customer interactions, leads, sales opportunities and projects. Insightly distributes its CRM and project management tools to customers using a freemium model.. History. Marketing automation made simple. Insightly is the #1 CRM software for Gmail, G Suite and Outlook. Insightly is a modern customer relationship platform that helps sales teams reach out to the right leads at the right time. Every interaction is a chance to learn more about them and how they view your relationship with them. Assign a templated sequence of tasks and events to leads, opportunities, projects, or organizations. With Insightly CRM, immediately convert closed opportunities to projects to ensure that what was sold gets delivered. Connect HubSpot CRM and Insightly with your other cloud apps and run workflows. Insightly is the number one online business CRM program. There are tiers of pricing plans available based on the customer’s requirement of the features of CRM software. Custom field names used to be prefixed with entity name, which was used to identify entity. Not sure how CRM can help you reach your business goals? New User? With more than 1.5 million users worldwide, Insightly is the world’s most popular CRM software for Google and Office 365 users. Insightly, Inc. is a private computer technology company headquartered in San Francisco, California. Insightly is 100% free for up to 2 users (not just a trial). ", "Insightly does everything in the most intuitive way possible. Insightly offers five tiers of CRM service. Love Your CRM! The program does things like track orders, makes reports, customer communication, and task management. Insightly as a simple to use yet powerful CRM system for small business. Insightly's original, no-frills plan lets you and a business partner manage contacts, sales, and projects all in one place. Contact sales to learn what Insightly can uniquely offer when you purchase both. Insightly gives you everything you need to build a complete view of your customers across the entire buying experience, and deliver exactly what they want—from the first "hello" to delivery and beyond. Customers today want relationships not transactions. 2018.04.19 Add key change listener to update field map merge tags. A better way to manage your projects, team and sales. Our Support & Service Plans provide guidance, phone support, and training to help you get the most out of Insightly CRM. Capturing and managing data about these sentiments is critical. If customers feel poorly treated, they’ll leave you. No job is too small, or process too complicated. CRM and Marketing automation are better together. About Insightly CRM. Whether you’re searching for new customer relationships or wanting to nurture existing ones, Insightly Marketing can help. Better connect with your customers, create unforgettable experiences, and align teams with a CRM built with you in mind. Choose from 3 feature-rich plans specifically designed to evolve with the needs of your business as it grows. Track projects, milestones, and all correspondence and project activities in Insightly, Track milestones and schedule and assign associated tasks, Sync tasks and events to your work calendar, Build templates of tasks and event sets, and apply them to projects in one click, Move all the way from leads into opportunities and then to projects in Insightly, and preserve all data at every step, Build beautiful dashboards with over 40 different chart types and drag-and-drop configurable layouts, Create sophisticated charts and graphs, and share them with co-workers on any dashboards, Share complete dashboards or individual charts and graphs with co-workers, Flexible reports with groupings, totals, summaries, and drag-and-drop field selection, Schedule reports to run at any time and have the results emailed to the right people, automatically, The most popular CRM to integrate with the full suite of Google G-Suite productivity tools, Utilize Insightly from Outlook on your phone or computer, link to OneDrive files, and login to insightly with your Office credentials, Add the Insightly Slack AI bot and get CRM data within Slack, Get the power of Insightly and all your customer and sales data right inside Outlook, Use our complete CRM integration inside Google Gmail with our add-on, Automate and orchestrate workflow tasks, sending emails, updating records, executing custom code, firing webhooks, and much more, Store any type of data inside Insightly and relate it to contacts, organizations, sales, or projects with granular permissions, Price products and deliver quotes, directly from within the CRM, Author validation checks to suit your business and it’s processes, Powerful formula engine can execute and store complex calculations in any object, Set granular roles and permissions for objects and data access for different users, Control read/write permissions for fields in any object for different users, Build sophisticated custom apps and deploy them across web and mobile in minutes, Create and execute custom code within Insightly in any one of five languages when records are created or updated, Send HTTP notifications to any endpoint when records are added or changed, Tailor business processes, field visibility, and required fields on the fly from user input, Insightly integrates with a large range of business applications right out of the box, Access our comprehensive REST API at no additional cost, Sync events with Google or Microsoft Office calendars, Sync contact details with Google Contacts, Access Insightly information and save records from within Gmail, Access Insightly information and save records right from within Outlook. Customers today want relationships, not transactions. The intuitive journey builder will set the campaign in motion in minutes. And custom project dashboards will help track progress every step of the way. Enterprise-grade dashboards. TeamWave is the best small business CRM, project management & HRMS software. Whatever you want to achieve, there’s a Success Program that’s perfect for you. With Enterprise Single Sign-On out of the box, your Office users can access their Insightly CRM with 1-click using their Office 365 Login accounts hosted in Active Directory. Sign Up. Insightly's CEO on how leadership, technology, and strategy shape marketing today. No expensive integrations. Manage and track leads and qualify prospects, Automatically route incoming leads to the right reps based on your criteria, Improve data quality by ensuring leads are not duplicated, Send custom, templated, and tracked emails to targeted lists of leads or customers, Improve productivity with templated emails and track open and reply rates, Send emails to prospects and customers at exactly the right time, automatically, Drag and drop leads to move deals along visually in kanban view, Capture new leads on any web page and filter out spam automatically so you never lose a hot prospect, Social network profiles are automatically appended to records so you have the full picture of every contact and lead, View a complete picture of every contact and organization including history, communications, activities, and linked items, Sync calendar events and track assigned tasks so nothing falls through the cracks, Map and better understand complex customer relationships through flexible record linking. Insightly CRM comes with three paid (Plus, Professional, and Enterprise) and one forever-free plan. Insightly CRM Pricing. Automate any tasks that keep you away from what you do best. Insightly offers an integrated CRM and Project Management application to small businesses worldwide. Beautiful email templates. Get insights, tips, and thought leadership. This integration is a Google Chrome extension. Grow your business faster by building lasting relationships with your customers, through every step of the customer journey. Insightly provides customer relationship management (CRM) and project management software for businesses across a variety of industries such as manufacturing, consulting, health & wellness, media and others. Call us for a tailored proposal. Insightly Customer Relationship Management (CRM) and project management is a leading cloud-based application built for businesses of all sizes. This integration is a community project using the RingCentral Embeddable widget, not an officially supported product, however, community support is available. Attach and link files from any Dropbox, OneDrive, Google Drive, and Box account. Access email-based support, Insightly’s comprehensive Help Center, and Community Forums. Customers are the lifeblood of your business. Let RingCentral for Insightly enhance your experience by automating workflows, increasing call efficiency and improving the quality of customer interactions.. Insightly is a powerful, easy to use CRM software with native integrations to Gmail, Office 365, MailChimp, and other popular applications. "We've improved sales velocity, access to actionable insights, and saved 20% by switching to Insightly’s unified CRM and marketing platform. Insightly is the preferred CRM platform for businesses of all sizes, worldwide. Connect Insightly to any app or system with the help of our Developer support plans. Subscriptions are available with tiered pricing, with a free version for up to two users. marketing, sales and projects together at last on one cloud-based unified platform. Contact sales to learn what Insightly can uniquely offer when you purchase both. With more than 1.5 million users in a variety of industries, Insightly is a leading CRM software. Understand vendor weaknesses and where Partner Integrations or Custom Development may be needed. Our Success Programs provide guidance, support, and training to help you get the most out of Insightly CRM. Powerful yet easy-to-use content design and testing tools will bring your best ideas to life. Marketing automation made simple. CRM for 360-degree customer view Provide awesome support to your customers With our seamless stack of Service tools such as Ticketing, Helpdesk, Customer Feedback Forms, Knowledge Base, Canned Responses and more, your support team can now connect better and resolve faster, to retain your customers for a lifetime. Choose from 3 feature-rich plans specifically designed to evolve with the needs of your business as it grows. View which sales team members worked on every deal, Filter, select, and update the details of any number of records in Insightly from any list view, Place and receive phone calls with click to call, and log and record every call automatically. The company develops cloud-based customer relationship management (CRM) and project management tools for small and medium size businesses. For even better customer insights, collect leads online with JotForm to automatically send the most relevant lead information straight to your Insightly CRM. Keep all your data safe in Inisightly's unified CRM platform so you can focus on taking care of the needs of your customers. Create engaging customer journeys and grow pipeline, Centralize your customer data and close more deals, Convert deals to projects and deliver on time every time, Stay connected to the apps you already use. Link your WordPress website to Insightly CRM easily and completely today! Insightly provides customer relationship management software for small and midsize businesses across a range of industries such as manufacturing, consulting, health & wellness, media and others. CRM Software CRM Platform Marketing Automation | Insightly (3 days ago) Insightly is the #1 crm software for gmail, g suite and outlook. Insightly’s price point was also very appealing and allowed us to reduce our costs by 40%. Changelog 3.2.0. Modify structure of custom field maps to handle new custom field names. Insightly integrations with Zoho CRM Use Zoho Flow to integrate Insightly with Zoho CRM, in atleast 198 different ways , without writing code. Your contact details will be handled in accordance with our. There is a free trial for Insightly CRM available for 14 days where the user has access to the advanced features in the Professional Plan. Delivery teams can access all the information they need on the road using the Insightly mobile app. Quickly determine whether a solution from Insightly or Pipeliner best fits your organization’s needs Someone looking for a simple, small business CRM would most likely consider their Free and Basic plans. Insightly Voice is a completely integrated CRM telephony solution that leverages your CRM data and the Insightly integrated platform. Insightly's Free plan allows for only two users, does not support calendar or contact sync, does not integrate with Mailchimp, offers no customer service or initial onboarding, and caps its users to 2,500 contacts. Give Insightly a try. Login.insightly.com Go URL . It is the #1 CRM for G-Suite and Microsoft Office 365. With Insightly CRM, you can tailor the standard sales processes of contact, lead and opportunity management using custom fields and dynamic page layouts. Products. Beautiful email templates. Manage and track all the details of every deal with stages, pipelines, and custom fields, Customize multiple sales pipelines for each sales process, and assign activity templates to each stage. It is accessible from mobile phones, and is linked to programs like Office 365, and also Outlook 2013. Contact sales to learn what Insightly can uniquely offer when you purchase both. Sign in with Google G Suite Sign in with Microsoft Office 365. Better connect with your customers, create unforgettable experiences, and align teams with a CRM built with you in mind. Get insights, tips, and thought leadership, Request a demoTo speak with a human being, call: 1-888-999-4039. It integrates with MailChimp but offers enough email marketing features to build campaigns on its own. Insightly is a well-rounded, low-cost CRM with effective contact and project management tools, custom reports and plenty of other useful features. Insightly Pricing. Build your bundle. With integrations to Google Apps, Office 365, MailChimp, and major social media sites; great mobile apps for tablets and smart phones; and easy access to a REST API for custom integration, Insightly is the leading small business CRM. With more than 1.5 million users worldwide, Insightly is the world’s most popular CRM software for Google users. What happens next is critical. See how well the features and functionalities of Insightly and Pipeliner meet the 190 CRM Software requirements you need to consider. DA: 17 PA: 17 MOZ Rank: 18. With 3 distinct plans to choose from, work with our experts to select the plan that best suits your needs, today. Utilize the power of Insightly from anywhere with our award-winning mobile applications, The Insightly mobile apps are always up to date and in sync, Take photos of business cards from your phone and automatically convert them to contacts or leads, Automatically sync with the contacts and calendar apps on your phone. One unified platform. CRM and Marketing automation are better together. One unified platform. The Plus plan ($35 per user per month) comes with tools you can use to keep in touch with your prospects without missing important opportunities. Go beyond transactions. With more than 1.5 million users in more than 25,000 companies, Insightly CRM helps businesses in every industry build lasting customer relationships, deliver projects, and grow revenues faster. Insightly is a powerful, easy to use CRM software with native integrations to Gmail, Office 365, MailChimp, and other popular applications. We have professional experts to help you. Insightly is a CRM software for small and medium business owners who want to improve the way they manage leads, projects, and sales. Record audio notes into Insightly from the microphone on your phone. ", "We wanted one system that could do everything that we were doing with three separate systems, so we went with Insightly. Don’t risk fragmenting your customer data in multiple places. At Insightly, your success is our top priority. Send lead information to your CRM. A new relationship with a customer only truly begins after the deal is closed. Choose from 3 feature-rich plans specifically designed to evolve with the needs of your business as it grows. Not sure what help you’ll need? Call us and we’ll configure a Support & Service Plan just for you. Advanced analytics and reporting will keep track of campaign performance and ROI, all in real time. Or, create entirely new ones using custom objects, custom apps, calculated fields and lambda functions. We understand that small businesses don’t have a lot of spare time or resources, so we offer an application that lets users become productivity ninjas in no time! By connecting your email account to Insightly you can send email without leaving your CRM, utilize email templates, automatically save a copy of your sent message to the Insightly Emails tab, and receive replies in the inbox of your email account.. Insightly provides connections to Gmail, Office 365 Outlook, Outlook.com (which includes Hotmail accounts), and SMTP servers like Microsoft Exchange. CRM. Insightly… With more than 1.5 million users in a variety of industries, Insightly is a leading CRM software. Contact a sales agent 1 … Marketing, Sales and Projects together at last on one cloud-based unified platform. Go beyond transactions. Navigation is hinged on a vertical ribbon on the left hand side. Sync contact data, manage deal flow and automate your sales pipeline in Insightly. CRM and Marketing automation are better together. Your business is unique so you'll want a CRM that can be customized to meet your specific needs. ". Enterprise-grade dashboards. Set milestones, clarify order details, check inventories, and assign tasks—all automatically. Insightly's CEO on how leadership, technology, and strategy shape marketing today. Track phone call frequency and length, and filter and report on call logs. No expensive integrations. With 3 distinct plans to choose from, work with our experts to select the plan that best suits your needs, today. Integrate HubSpot CRM and Insightly the way you want. As a simple, small business easy-to-use content design and testing tools will bring your best ideas to life may. Distributes its CRM and Insightly with Zoho CRM, immediately convert closed to. Custom project dashboards will help track progress every step of the needs of your business?! 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