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 bisnis.

Insightly

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What is 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).

And the best part?

It can automate many of your repetitive tasks (workflow otomasi), 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.
• Efisien penjualan 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 otomasi: 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.
• Antarmuka yang ramah pengguna: 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.

Fitur Terbaik

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.

Harga

Kelebihan dan Kekurangan

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

Berikut beberapa di antaranya Insightly alternatives with a brief overview of each:

• Naik Level: Sebuah platform pemasaran dan penjualan lengkap yang dirancang untuk agensi dan bisnis, menawarkan berbagai alat komprehensif termasuk pembuat saluran penjualan, pemasaran email, otomatisasi SMS, dan manajemen klien.
• Pipedrive: Berfokus pada penjualan CRM Dikenal karena alur penjualan visualnya yang intuitif, membantu tim mengelola kesepakatan dan melacak kemajuan secara efisien.
• Keap: Mengkhususkan diri dalam otomatisasi untuk usaha kecil, menggabungkan fungsionalitas CRM dengan pemasaran email dan manajemen saluran penjualan.
• ActiveCampaign: Platform otomatisasi pengalaman pelanggan yang mengintegrasikan fungsi pemasaran, penjualan, dan e-commerce, memungkinkan komunikasi yang dipersonalisasi dan alur kerja otomatis.
• HubSpot: Sebuah platform yang dikenal luas yang menawarkan serangkaian 'pusat' untuk penjualan, pemasaran, layanan pelanggan, manajemen konten, dan operasional, ideal untuk bisnis yang mencari solusi terintegrasi.
• ClickFunnels: Primarily a sales funnel and landing page pembangun, 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.
• Seketika: This company focuses on lead finding and cold email outreach, offering customer relationship management, lead tracking, and sales process automation.
• KlikUp: Platform manajemen kerja serbaguna yang dapat disesuaikan untuk berfungsi sebagai CRM, menawarkan fitur-fitur seperti manajemen kontak, tampilan alur penjualan, integrasi email, dan dasbor yang dapat disesuaikan.
• Monday CRM: Sebuah platform yang sangat mudah disesuaikan dan terstruktur seperti spreadsheet, memungkinkan manajemen prospek siklus penuh, perkiraan penjualan, sinkronisasi email, dan pelacakan aktivitas.
• Kapsul CRM: CRM berorientasi pertumbuhan yang dirancang untuk kesederhanaan, membantu bisnis mengelola kontak, melacak transaksi penjualan, dan memelihara hubungan klien dengan fitur-fitur seperti beberapa pipeline dan manajemen tugas.
• Freshsales CRM: Opsi hemat biaya yang menawarkan fitur lengkap untuk tim penjualan, termasuk komunikasi prospek, alat konversi, penilaian prospek berbasis AI, dan kemampuan integrasi yang kuat.
• Salesforce: Platform CRM yang andal dan terdepan di industri, menawarkan fitur-fitur lengkap untuk penjualan, pemasaran, dan layanan, dikenal karena kemampuan kustomisasi dan skalabilitasnya yang tinggi untuk perusahaan besar.
• Zendesk: Pada dasarnya, ini adalah platform layanan dan dukungan pelanggan yang juga menawarkan kemampuan CRM yang handal, menyediakan manajemen dan analitik interaksi pelanggan dari ujung ke ujung.

Insightly Compared

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

• Insightly vs Gohighlevel: Insightly combines CRM with project management, while GoHighLevel is a comprehensive platform for sales, marketing, and agency automation, offering broader tools for lead generation.
• Insightly vs Pipedrive: Insightly focuses on CRM with integrated project management; Pipedrive specializes in visual sales pipeline management, often preferred by sales-centric teams.
• Insightly vs Keap: Insightly offers a robust CRM with project tracking; Keap provides powerful marketing automation, email campaigns, and comprehensive sales features.
• Insightly vs ActiveCampaign: Insightly merges CRM with project management capabilities; ActiveCampaign excels in advanced marketing automation, email sequencing, and lead scoring.
• Insightly vs HubSpot: Insightly offers a strong CRM with project management, while HubSpot provides a vast all-in-one platform for marketing, sales, and customer service.
• Insightly vs Clickfunnels: Insightly is a CRM with project management; ClickFunnels is primarily a sales funnel builder for creating landing pages and automating sales processes.
• Insightly vs Folk: Insightly is a comprehensive CRM with project management capabilities; Folk is a more streamlined, collaborative contact management tool.
• Insightly vs Instantly: Insightly offers a robust CRM and project management solution; Instantly focuses on automated cold email outreach and lead generation.
• Insightly vs Clickup: Insightly integrates CRM and project management; ClickUp is a versatile work management platform that can be configured for CRM tasks.
• Insightly vs Monday: Insightly combines CRM with project management; Monday CRM is a highly customizable work operating system, adaptable for various CRM needs.
• Insightly vs Capsule CRM: Insightly is a more feature-rich CRM with project management, while Capsule CRM is a simpler, straightforward contact and sales opportunity tracker.
• Insightly vs Freshsales: Insightly offers a robust CRM with project management; Freshsales CRM provides advanced sales automation, AI insights, and multichannel communication.
• Insightly vs Salesforce: Insightly is a comprehensive CRM with integrated project management; Salesforce is an enterprise-grade, highly customizable, and expansive CRM solution.
• Insightly vs Zendesk: Insightly is a CRM with project management features; Zendesk primarily focuses on customer support and service ticketing.

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.

Kesimpulan Akhir

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.

Pertanyaan Yang Sering Muncul