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Insightly CRM

Brand : INSIGHTLY

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Insightly is a cloud-based CRM software serving 1.5 million enterprises all over the globe. Organizations can use the software to align their sales, marketing and project management teams in an efficient manner. They can also use Insightly customer relationship management solution to facilitate bet...Read more

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Insightly CRM Software Pricing, Features & Reviews

What is Insightly CRM?

Insightly is a cloud-based CRM software serving 1.5 million enterprises all over the globe. Organizations can use the software to align their sales, marketing and project management teams in an efficient manner. They can also use Insightly customer relationship management solution to facilitate better collaboration on the move, access real-time sales reports, and monitor sent emails in a comprehensive way. Further, companies can customize data field names, automated touchpoints, workflows, dashboards and more as per their unique business needs. Robust Integration feature offered by the software facilitates hassle-free data exchange with third parties in a safe and secure manner. Moreover, business houses can create custom apps for their in-house teams and deploy them on the mobile devices of individual employees, along with set user rights. 

How will Insightly CRM help your enterprise?

  1. Intelligent Campaigns: Enterprises can enhance the effectiveness levels of their campaigns using business Intelligence backed reports and dashboards, comprising key engagement metrics such as open rates, bounce rates, and click-through rates. They can also conduct A/B testings to detect winning campaigns in real-time. 
  2. Email Marketing: Composing emails and newsletters in professional layouts becomes easy with Insightly Marketing. The software also offers dozens of pre-built templates and an advanced email builder with intuitive drag and drop functionality to choose from. Users can also add images to personalize the overall experience, enhance customer engagement and conversion rates.
  3. Lead and Feedback Capturing: An enterprise can leverage both way communication with customers by using landing pages and embedded forms on their website. This will help a company to capture the specific interests of an individual lead. The integrated marketing automation module enables easy data transfer to the sales department.

Pricing of Insightly CRM

The price of Insightly CRM is available as per the requests of interested buyers. Please feel free to request a callback in case you want to know more about the software. Our in-house product executives will get back to you on the date and time mentioned in your callback request. 

Benefits of Insightly CRM

  1. On-Target Segmentation: The integration between marketing and CRM modules within a single platform facilitates hassle-free data movement across sales and marketing teams. Thus covering the entire journey of an individual customer within the organization, without any scope of data loss or mishandling.
  2. Engaging Customer Journeys: The software develops a customer’s journey with an organization with visually enhanced sales stages. It also offers proper guidance to individual customers with an interactive learning experience, including ‘logical next-best-action steps’ to get familiar with the products offered by an organization.

Insightly CRM Pricing & Plans

Insightly CRM price is available on request

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Insightly CRM Features

Lead / Sales Management

  • icon_check Contact & Account Management
  • icon_check Opportunity & Pipeline Management
  • icon_check Customer Contract Management
  • icon_check Lead Qualification
  • icon_check Workflow Automation and Management
  • icon_check Task / Activity Management
  • icon_check Quote Management
  • icon_check Lead Prioritisation
  • icon_check Order Management
  • icon_check Calling & Recording

Marketing Automation

  • icon_check Third-Party Integrations
  • icon_check Email Marketing
  • icon_check Social Network Integration
  • icon_check Campaign Management

Data Sourcing / Integrations

  • icon_check Third-Party Integrations
  • icon_check Data Import/Export
  • icon_check Social Network Integration

Personalization / Customizations

  • icon_check Lead Qualification
  • icon_check Workflow Automation and Management
  • icon_check Task / Activity Management
  • icon_check Lead Prioritisation

Reporting & Analytics

  • icon_check Reports & Dashboards
  • icon_check Forecasting
  • icon_check Predictive Analytics

Others

  • icon_check Mobile CRM

Insightly CRM Specifications

  • Supported Platforms :
  • Device:
  • Deployment :
  • Suitable For :
  • Business Specific:
  • Language:
  • Windows iOS Android
  • DesktopMobile
  • Web-Based
  • All Industries
  • All Businesses
  • English

Insightly CRM Reviews and Ratings

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Insightly CRM FAQ

A Insightly CRM supports 2-factor authentication, ensures complete encryption of data in transit and at rest. It is also compliant with GDPR regulations and EU/US Privacy Shields.
A Webhooks and open API lets Insightly CRM seamlessly integrate with all the leading platforms such as MS Office 365, MS Outlook, Gmail, Xero, Zappier, Dropbox, One Drive and so on.
A Yes, you can request an online demo of Insightly CRM. Our In-house product experts will get back to you as per your mentioned time slot.
A Get your company registered with Insightly CRM, generate LogIn Credentials, go through Navigational Objects, create Custom Fields, connect your email, create a Sales Pipeline, define and add Activity Sets, enable Lead Management, add new Opportunities and add new categories to Opportunities as well.
A Yes, Insightly CRM is available with iOS and Android devices.

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