Select Page

— Insightly CRM —

Insightly CRM Overview:

Affordable Powerhouse for Businesses

Find out if Insightly can be your business’s growth engine!

Insightly CRM is a tool that helps businesses connect better with customers, organize their work, grow, etc. This guide will explain what Insightly CRM does, who it’s good for, how much it costs, and why it’s different compared to other CRM out there. 

Select below and find the best fit for your sales team’s SUCCESS.

t

About Insightly CRM

Who Uses it

Pricing

Features

Pros & Cons

Alternatives

Review

What is Insightly CRM?

Insightly CRM is a customer relationship management (CRM) tool designed to be user-friendly. Think of it like a central hub for all your business interactions. Here’s what it does:

  • Stronger Connections: Insightly helps you build meaningful relationships with customers by keeping track of important details and past interactions.
  • Organized Workflows: It keeps your projects and tasks on track with features like pipelines and to-do lists.
  • Business Growth: By making it easier to manage relationships and workflows, Insightly helps businesses grow and succeed.

 

Who Uses Insightly CRM?

 

Insightly CRM works for many businesses that want to improve how they manage customer relationships. Here’s how it helps different teams:

  • New Businesses: Insightly is easy to use and affordable, making it a good fit for businesses just starting out.
  • Salespeople: They can use Insightly to keep track of potential customers (leads), sales deals (opportunities), and work together with teammates.
  • Marketing Teams: Marketers can use Insightly to create targeted campaigns to reach the right customers, turn leads into customers, and see how well their marketing efforts are working.
  • Project Teams: Insightly helps teams keep track of projects, assign tasks to each other, and communicate easily, so projects stay on schedule and on budget.

Pricing

Here’s a simplified breakdown:

  • Free Plan: They offer a free plan to get you started, but it has limitations on the number of contacts and features you can access.
  • Paid Plans: Several paid plans exist with increasing features and capacities. These plans are typically based on the number of users (people who will use Insightly) and the number of contacts you need to manage. The more users and contacts you have, the more expensive the plan you’ll need.

Here’s the catch: Specific pricing details are hard to find. It’s recommended to explore Insightly’s pricing page for the most up-to-date information, as they may update their plans from time to time.

Pro Tip: Insightly might offer a pricing calculator tool on their website. This tool lets you estimate your pricing based on your expected number of users and contacts.

Key Features

Beyond basic contact management, Insightly offers a robust suite of features designed to transform interactions and streamline workflows. Here are some key highlights:

  • Contact Management: Create detailed profiles for your contacts, complete with contact information, notes, and activity history.
  • Sales Pipeline Management: Track leads through every stage of the sales funnel, visualize progress, and identify potential bottlenecks.
  • Project Management: Manage projects from start to finish with features like task creation, assignment, and deadline tracking.
  • Collaboration Tools: Foster teamwork through internal notes, file sharing, and task comments.
  • Reporting & Analytics: Gain valuable insights into sales performance, marketing effectiveness, and project health with customizable reports and dashboards.

 

    Implementation and Support

     

    Klaviyo offers a user-friendly interface that simplifies the process.  Integrating Klaviyo with your existing e-commerce platform is a breeze, allowing you to import customer data seamlessly.  Furthermore, Klaviyo boasts many educational resources and support options to help users get the most out of the platform.

    Support: 

    Klaviyo offers a few resources to help you get the most out of their CRM, but specific details about their support features aren’t explicitly advertised on their website. Here’s what you can likely expect:

    • Self-Service Options: Klaviyo likely has a comprehensive Help Center with articles, tutorials, and FAQs to troubleshoot common issues and answer basic questions.
    • Knowledge Base: They might also have a searchable knowledge base filled with helpful resources and guides on using Klaviyo’s features effectively.
    • Community Forum: An online community forum could be another option, allowing you to connect with other Klaviyo users and ask questions or share tips.

    Limited Direct Support: While there might not be readily available information on phone or live chat support, Klaviyo likely offers email support as a way to reach out with specific questions or request assistance.

    Pros & Cons

    Insightly CRM is easy to use and affordable, making it a good choice for businesses of all sizes.  Even people who aren’t tech experts can start using it quickly because it’s well-organized and straightforward.  Insightly even has a free trial plan so you can test it out before you buy it. The only catch is that the free plan limits how many people you can keep track of (contacts) and how many projects you can manage. If your business gets bigger, you might need to upgrade to a paid plan that gives you more features.

    Alternatives to consider

    Several CRM solutions offer similar functionalities to Insightly. For those seeking a free, open-source option, consider SuiteCRM. If a CRM with a focus on sales automation is your priority, HubSpot CRM might be a viable alternative. Ultimately, the best choice depends on your specific needs, budget, and team size.

    Read later: Is HubSpot The Best CRM Software In The Market? 

     

    Reviews

    Insightly CRM has garnered positive feedback from users who appreciate its user-friendliness, affordability, and wide range of features. Reviewers commend Insightly’s ability to streamline workflows, improve communication, and foster stronger client relationships. However, some users have expressed concerns regarding the limitations of the free plan and the need to upgrade for advanced features.

    Ericson Da Silva.

    Ericson has been Working on with CRM and Marketing Automation since 2013 with clients all over the US, UK, Switzerland, Norway, China and Spain. If you have any questions or you want someone to help you implement your CRM solution, you can book a FREE consultation here.