Insightly Review in 2024: Best CRM Tool for You?

Are you really tired of juggling multiple tools to manage your customer relationships, sales pipelines, & project workflows?

This fragmentation can lead to inefficiencies, lost opportunities, and a lack of visibility across your business.

Insightly might be the all-in-one solution you’ve been searching for.

In this review, we’ll examine Insightly’s features, pricing, pros, and cons to help you decide if it’s the right fit for your entreprise.

Insightly

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Qu'est-ce qu'Insightly ?

Insightly is like a super-organized toolbox for your business.

It helps you keep track of all your customers and leads.

This is customer relationship management (CRM) or Insightly CRM.

It also helps you plan and manage your projects from start to finish (that’s project management).

Et la meilleure partie ?

It can automate many of your repetitive tasks (workflow automation), giving you more time to focus on growing your business.

Who Created Insightly?

Insightly was founded back in 2009 by Anthony Smith with a simple idea: make business easier.

They started by building tools for contact management and task management.

As they grew, they realized businesses needed more than just that.

So, they expanded into a full-fledged CRM software that helps sales teams close deals and marketing teams attract new customers.

Today, Insightly’s vision is to be the go-to platform for all businesses of all sizes, helping them connect with customers, grow their revenue, and achieve their goals.

Top Benefits of Insightly

• All-in-one platform: Insightly combines CRM tools, project management, and marketing automation in one place, eliminating the need for multiple software subscriptions.
• Enhanced customer relationships: Insightly helps you build stronger connections with your customers by providing a 360-degree view of their interactions with your business.
• Rationalisé ventes process: Manage your sales pipeline and track your sales opportunities from lead to close with Insightly’s intuitive sa les tools.
• Efficient project management: Plan, execute, and track projects with Insightly’s robust project management features, including task assignment and progress monitoring.
• Powerful marketing automation: Insightly Marketing lets you create and automate targeted marketing campaigns, nurture leads, and track results.
• Customization and flexibility: Tailor Insightly to your unique business needs with its customizable fields, workflows, and reports.
• Integration with popular tools: Connect Insightly with your favorite apps like Google Workspace, Microsoft Office 365, and more.
• Mobile access: Stay connected & productive on the go with Insightly’s mobile apps for iOS and Android.
• Interface conviviale: Insightly’s intuitive interface makes it easy to learn and use, even for those without technical expertise.
• Excellent customer support: Get the help you need with Insightly’s responsive customer support team and extensive knowledge base.
• Industry recognition: Insightly has received numerous awards and accolades, including being named an Editor’s Choice by PC Magazine.

Meilleures fonctionnalités

Insightly isn’t just another CRM. It’s packed with features designed to make your work life easier.

Let’s take a closer look at some of the standout tools Insightly offers.

1. Tasks

Stay on top of your to-do list with Insightly’s task management system.

You can create tasks, assign tasks to team members, set due dates, and track progress.

It’s like having a personal assistant to keep you organized.

2. Contacts

Never lose track of a customer or lead again.

Insightly’s contact management system lets you store all their information in one place.

You can see their contact details, past interactions, and any notes you’ve made.

3. Leads

Turn leads into customers with Insightly’s lead management tools.

You can track leads through your sales pipeline, see where they’re at in the buying process, and nurture them with targeted marketing campaigns.

4. Organizations

Keep track of the companies you do business with.

Insightly’s organization management system lets you store company information, see related contacts, and track your interactions with them.

5. Emails

Connect your email to Insightly and see all your customer communication in one place.

You can also send emails directly from Insightly using pre-built email templates.

Plus, Insightly Service lets you manage customer support tickets right within the platform.

Tarifs

Avantages et inconvénients

Understanding the strengths & weaknesses of any software is crucial before investing.

Let’s weigh the pros and cons of Insightly to help you make an informed decision.

Alternatives to Insightly

En voici plusieurs Alternatives perspicaces with a brief overview of each:

• Aller à haut niveau: An all-in-one marketing and sales platform designed for agencies and businesses, offering comprehensive tools including funnel builders, email marketing, SMS automation, and client management.
• Pipedrive: A sales-focused CRM known for its intuitive visual sales pipelines, helping teams manage deals and track progress efficiently.
• Acheté: Specializes in automation for small businesses, combining CRM functionalities with email marketing and sales pipeline management.
• ActiveCampaign: A customer experience automation platform that integrates marketing, sales, and e-commerce functionalities, allowing for personalized communication and automated workflows.
• HubSpot : A widely recognized platform offering a suite of “hubs” for sales, marketing, customer service, content management, and operations, ideal for businesses seeking integrated solutions.
• ClickFunnels : Primarily a sales funnel and landing page constructeur, with some lead collection and basic email marketing capabilities, focusing on conversion-driven online campaigns.
• Folk : A simple, integrated, and proactive CRM with features like sales pipelines, email campaigns, contact management, and workflow automation.
• Immédiatement: This company focuses on lead finding and cold email outreach, offering customer relationship management, lead tracking, and sales process automation.
• Cliquez sur Up: A versatile work management platform that can be customized to function as a CRM, offering features like contact management, sales pipeline views, email integration, and customizable dashboards.
• Monday CRM: A highly customizable platform structured like a spreadsheet, allowing for full-cycle lead management, sales forecasting, email synchronization, and activity tracking.
• Capsule CRM : A growth-oriented CRM designed for simplicity, helping businesses manage contacts, track sales deals, and maintain client relationships with features like multiple pipelines and task management.
• Freshsales CRM: A cost-effective option offering extensive features for sales teams, including lead communication, conversion tools, AI-based lead scoring, and strong integration capabilities.
• Salesforce: A robust, industry-leading CRM platform offering extensive features for sales, marketing, and service, known for its high customizability and scalability for larger enterprises.
• Zendesk : Primarily a customer service and support platform that also offers robust CRM capabilities, providing end-to-end customer interaction management and analytics.

Insightly Compared

Here’s a brief comparison of Insightly with these software solutions:

• Insightly vs Gohighlevel: Insightly combine CRM et gestion de projet, tandis que GoHighLevel est une plateforme complète pour l'automatisation des ventes, du marketing et des agences, offrant des outils plus larges pour la génération de leads.
• Insightly vs Pipedrive: Insightly se concentre sur le CRM avec gestion de projet intégrée ; Pipedrive se spécialise dans la gestion visuelle du pipeline de vente, souvent préférée par les équipes centrées sur les ventes.
• Insightly vs Keap: Insightly propose un CRM robuste avec suivi de projet ; Keap offre une automatisation puissante du marketing, des campagnes d'e-mailing et des fonctions de vente complètes.
• Insightly vs ActiveCampaign: Insightly fusionne le CRM avec des capacités de gestion de projet ; ActiveCampaign excelle dans l'automatisation avancée du marketing, le séquençage des courriels et l'évaluation des prospects.
• Insightly vs HubSpot: Insightly propose un CRM solide avec gestion de projet, tandis que HubSpot offre une vaste plateforme tout-en-un pour le marketing, les ventes et le service à la clientèle.
• Insightly vs Clickfunnels: Insightly est un CRM avec gestion de projet ; ClickFunnels est principalement un générateur d'entonnoirs de vente pour créer des pages d'atterrissage et automatiser les processus de vente.
• Insightly vs Folk: Insightly est un CRM complet avec des capacités de gestion de projet ; Folk est un outil de gestion des contacts plus rationalisé et collaboratif.
• Insightly vs Instantly: Insightly offre une solution robuste de CRM et de gestion de projet ; Instantly se concentre sur l'envoi automatisé d'e-mails froids et la génération de leads.
• Insightly vs Clickup: Insightly intègre la gestion de la relation client et la gestion de projet ; ClickUp est une plateforme polyvalente de gestion du travail qui peut être configurée pour des tâches de gestion de la relation client.
• Insightly vs Monday: Insightly combine la gestion de la relation client avec la gestion de projet ; Monday CRM est un système d'exploitation hautement personnalisable, adaptable à divers besoins en matière de gestion de la relation client.
• Insightly vs Capsule CRM: Insightly est un CRM plus riche en fonctionnalités avec gestion de projets, tandis que Capsule CRM est un outil de suivi des contacts et des opportunités de vente plus simple et direct.
• Insightly vs Freshsales: Insightly propose un CRM robuste avec gestion de projet ; Freshsales CRM offre une automatisation avancée des ventes, des connaissances en matière d'IA et une communication multicanal.
• Insightly vs Salesforce: Insightly est un CRM complet avec gestion de projet intégrée ; Salesforce est une solution CRM de niveau entreprise, hautement personnalisable et étendue.
• Insightly vs Zendesk: Insightly est un CRM avec des fonctions de gestion de projet ; Zendesk se concentre principalement sur l'assistance à la clientèle et les tickets de service.

Personal Experience with Insightly

My team and I recently switched to Insightly, and it’s been a game-changer.

We used to juggle multiple tools for our sales, projects, and marketing, which was a mess.

Insightly brought everything together in one place, making our lives so much easier.

Here’s how Insightly helped us:

• Boosted our sales: We used Insightly’s sales pipeline to track leads and close deals faster. No more missed opportunities!
• Improved project management: We planned and executed projects seamlessly with Insightly’s task management and project tracking tools.
• Connected with customers: Insightly’s CRM helped us keep track of all our customer interactions and build stronger relationships.
• Automated our marketing: Insightly Marketing made it easy to create and send targeted email campaigns, saving us a ton of time.

Overall, Insightly has been a fantastic addition to our toolkit. It’s helped us streamline our workflows, improve collaboration, and achieve better results.

Réflexions finales

Insightly is a powerful all-in-one platform that combines CRM, project management, and marketing automation.

It’s user-friendly, customizable, and packed with features to streamline your business processes.

While it might have a slight learning curve and a higher price tag than some competitors, its benefits far outweigh the drawbacks.

If you’re looking for a comprehensive solution to manage your customer relationships, sales, projects, and marketing, Insightly is definitely worth considering.

Give it a try and see how it can transform your business.

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