Insightly is a versatile customer relationship management (CRM) platform designed to help businesses build stronger customer relationships, streamline processes, and drive growth. With a focus on usability and scalability, Insightly offers tools for managing contacts, sales pipelines, projects, and more, making it suitable for small to mid-sized businesses across various industries.
Founded in 2009, Insightly has evolved to include features such as marketing automation and service management, providing an integrated approach to customer engagement. Its customizable dashboards and workflow automation capabilities enable teams to tailor the platform to their specific needs, enhancing efficiency and collaboration.
Features:
- Contact Management: Maintain detailed records of customer interactions and information.
- Sales Pipeline Management: Visualize and manage sales opportunities through customizable pipelines.
- Project Management: Track project milestones, tasks, and deadlines within the CRM.
- Workflow Automation: Automate repetitive tasks to improve efficiency.
- Email Integration: Sync emails with the CRM for seamless communication tracking.
- Custom Dashboards and Reports: Generate insights with customizable dashboards and reports.
- Mobile Access: Access CRM features on the go with mobile applications.
- Integration Capabilities: Connect with various third-party applications to extend functionality.
- Security Features: Ensure data protection with role-based permissions and audit logs.
Offers:
- 14-Day Free Trial: Explore the platform’s features without commitment.
- Discounted Annual Plans: Save on costs with annual billing options.
- Bundled Packages: Save up to 30% with Insightly All-in-One, combining CRM, Marketing, Service, and AppConnect.
Additional Information:
- Has Blogs? Yes, Insightly maintains an active blog.
- Has a Careers Page? Yes, Insightly has a careers page.
- Has Press Page? Yes, Insightly has a press page.
- Has Book A Demo Page? Yes, Insightly offers options to request a demo.
Pricing:
- Pay-as-you-go: No, Insightly does not offer pay-as-you-go pricing.
- Lifetime Price: No, Insightly does not offer lifetime pricing.
- Free Plan: No, Insightly does not offer a free plan.
- Monthly Price: Yes, Insightly offers monthly subscription plans.
- Yearly Price: Yes, annual billing options are available.
- Enterprise Price: Yes, enterprise-level pricing is available.
- Starting Price Value: Starts at $29 per user per month for the Plus plan when billed annually.
- Min Price/Year: Approximately $348 per user per year for the Plus plan.
- Max Price/Year: Up to $1,188 per user per year for the Enterprise plan.
- Money-back Guarantee: No, Insightly does not offer a money-back guarantee.
Packages and Features:
- Cloud Hosting: No, Insightly does not offer cloud hosting services.
- WordPress Hosting: No, Insightly does not provide WordPress hosting.
- VPS Hosting: No, Insightly does not offer VPS hosting.
- Dedicated Hosting: No, Insightly does not provide dedicated hosting.
- Email/Webmail Hosting: No, Insightly does not offer standalone email hosting.
- Website Builder: No, Insightly does not provide a website builder.
- Free Domain Offered: No, Insightly does not offer free domains.
- Shared Hosting: No, Insightly does not provide shared hosting services.
About Us:
- Company Size: Over 200 employees.
- CEO Name: Anthony Smith.
- Director Name: Information on specific directors can be found on Insightly’s leadership page.
- Company Founded Year: 2009.
- Affiliate Program: Yes, Insightly has an affiliate program.
Support:
- 24/7 Customer Support: No, Insightly does not offer 24/7 customer support.
- Live Chat: Yes, Insightly offers live chat support.
- Support Ticket System: Yes, available through the Insightly Help Center.
- Email Support: Yes, email support is available.
- Phone Support: Yes, phone support is available.
- AI Agent Support: No, Insightly does not offer AI agent support.
- Reviews URL: Yes, Insightly has reviews on various platforms.
- Google Reviews URL: Not available.
- Trustpilot URL: Not available.
Contacts:
- Email: Contact form available on the website.
- Phone: Not publicly listed.
- WhatsApp: Not available.
- Office Days: Monday to Friday.
- Office Hours: 9:00 AM
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