Overview of Insightly Review: What Small Business Owners Need to Know Before Using Insightly’s CRM Software (Pros and Cons)

What is Insightly CRM? If you are a small business owner and looking for a beneficial way to organize your valued customer contact information, you may be asking this question. 

There is a lot of positive buzz on the internet about Insightly.com, but the purpose of this particular Insightly CRM review is to give you all the important answers you’re looking for in one convenient place.

At the end of this Insightly review, you should be more equipped to make a smart decision to enhance your CRM (customer relationship management).

Many people consider Insightly.com a must-use CRM software for smaller or still-growing businesses that wish to maintain and organize their customer information.

Widely positive Insightly reviews praise the site for allowing users to manage and organize their business information through the site as well as through a convenient Insightly app. While its storage capabilities might not be suited for larger businesses, Insightly CRM is ideal for small scale project management, performance, milestone tracking, and most importantly, CRM.
insightly crm

Image source: Insightly.com

For anyone who is reading this Insightly review to genuinely consider using Insightly CRM to build quality business relationships and better overall management, there are six key things to know about before using the Insightly CRM software:

  • Insightly pricing details
  • Time-saving tips
  • Insightly integration benefits
  • Customer service and support
  • User-friendly Insightly CRM software
  • Limitations of Insightly CRM

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InSightly Pricing Details

insightly pricing

Image source: Insightly.com

Insightly CRM offers five tiers of plans and pricing: Enterprise ($99 per user/per month); Professional ($49 per user/per month); Plus ($29 per user/per month); Basic ($12 per user/per month); and Free. Based on a TechValidate survey of 97 Insightly users, 80% of organizations subscribed to a basic account because, “Insightly is good value for the money.”

With no fixed term contacts, you can choose to either pay monthly or annually.

Each Insightly CRM package provides core features for integration, security, and support, but obviously, the more highly priced packages offer more extensive options and include more storage and special features. The following distinct options are included in the five tiers of Insightly pricing:

Enterprise Tier

  • Lead assignment rules
  • Advanced reports (unlimited); scheduled reports and smart alerts (max 250)
  • Mobile app business card scanner (50 cards/user/month)
  • Email templates (unlimited)
  • Mass email (max send 10,000/day)
  • 1,000 custom field (200 per record)
  • 500k records
  • 250 GB storage
  • 50,000 rows file import limit
  • Priority email support
  • Onboarding sessions

Professional Tier

  • Lead assignment rules
  • Advanced reports (unlimited); scheduled reports and smart alerts (max 100)
  • Mobile app business card scanner (25 cards/user/month)
  • Email templates (unlimited)
  • Mass email (max send 5,000/day)
  • 500 custom fields (100 per record)
  • 250k records
  • 100 GB storage
  • 50,000 rows file import limit
  • Priority email support
  • Onboarding sessions

Plus Tier

  • Advanced reports (unlimited); scheduled reports and smart alerts (max 25)
  • Mobile app business card scanner (15/cards/user/month)
  • Email templates (100)
  • Mass email (max send 2,500/day)
  • 250 custom fields (50 per record)
  • 100k records
  • 10 GB storage
  • 25,000 rows file import limit
  • Priority email support
  • Onboarding sessions

Basic Tier

  • Advanced reports (unlimited); scheduled reports and smart alerts (max 5)
  • Mobile app business card scanner (5 cards/user/month)
  • Email templates (50)
  • Mass email (max send 500/day)
  • 50 custom fields (10 per record)
  • 25k records
  • 1 GB storage
  • 5,000 rows file import limit
  • Email support
  • Onboarding session

Free Tier

  • No lead assignment rules
  • Advanced reports (max 10); no scheduled reports or smart alerts
  • No business card scanner
  • Email templates (5)
  • Mass email (max send 10/day)
  • 10 custom fields (2 per record)
  • 2,500 records
  • Up to 200 MB storage
  • 500 rows file import limit
  • Online knowledge base and community Q&A
  • No onboarding sessions

Free 14-Day Trial

In addition to the five Insightly pricing tiers, Insightly CRM also offers a free 14-day trial for up to two users that includes all the amenities of the Professional tier.

Many Insightly reviews praise the fact that since you aren’t required to provide any credit card information up front, you aren’t pressured to commit to any of Insightly’s pricing or buy any particular plan at the trial’s end.

This also ensures that you won’t get stuck with any hidden fees. In the end, if you do decide to cancel your plan, you will still have access to the account until the end of the month so you can safely export all your data.

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Time-Saving Tips

Project and Business Management

Insightly CRM prioritizes time management so that users can spend more attention and energy on what is important, effectively running their business, as opposed to getting bogged down by the minor details.

Insightly CRM offers project and business management tools like email tracking, daily project reporting, deadline reminders, and project milestones, which you can link to your contacts/customers.

The user-friendly dashboard allows you to look at real-time data, as well as create tasks and manage your calendars. One of the most time-effective options is the automated activities option, which you can pre-set to automatically run repetitive tasks in the background, leaving you with more time and freedom.

It works as a sort of “hands-free” option for users.

Social and Mobile CRM

Today, social media sites plays a huge role in running a successful business. They let you track what people are saying about your business and advertise yourself to a larger audience. To save its users from the pain and hassle of having to manually search through social media platforms for their customer’s profiles and Insightly reviews, Insightly CRM works with most current social media sites.

This means Insightly will automatically search for social posts on sites like Foursquare, Google+, Twitter, and Facebook (just to name a few) about your business. Then, it will add them to each separate contact’s Insightly profile to help you stay organized.

In addition to the social media software, the useful Insightly app allows you to access your Insightly CRM information from anywhere on your smartphone or tablet. So even when you’re on the go, you can get to your contacts, as well as track your activities and projects. Both the social media software and the CRM Insightly app simplify all the daily activities involved in running a successful business.

Insightly Integration Benefits

Perhaps the most beneficial aspect of site is the extensive Insightly integrations. A major issue for many CRM sites is that they don’t integrate with other widely used business applications. Insightly integrations include dozens of other popular business operations, like Gmail, Google Apps, Google Drive, Outlook, Office 365, and Quickbooks.

This feature makes it simple to index and search for emails, sync contacts and calendars, attach files from remote locations, access invoices, save information from different software, and transition to Insightly. Insightly reviews all agree that this benefit is invaluable to users.

Customer Service and Support

Something that most, if not all, Insightly reviews agree upon is that the customer service for this CRM is excellent.

Service reps seem to be eager and helpful, and their contact information is easily accessible on the website, unlike other CRM software sites that make you search extensively to get ahold of them. There are several convenient ways to get in touch with an Insightly CRM rep:

  • Email ([email protected])
  • Submit a help ticket
  • Request a call back within 24 hours
  • Call the company directly

In addition to the exceptional service reps, Insightly CRM offers several types of user guides, webinars (recorded and live), tutorials, and an online information base and resource page, all of which help you transition into Insightly CRM without too many unnecessary bumps in the road.

User-Friendly Software

When it comes to your average CRM software, the troublesome issues may not arise until it comes time to train your business employees. Fortunately, Insightly’s CRM interface is relatively simple and intuitive. The dashboard is clean and organized, so even your less tech-perceptive employees can utilize it successfully.

Also, the majority of Insightly reviews appreciate the option to filter by tags, which makes storing and finding information easy. Insightly reviews also appreciate the site’s toolbar, which makes customer and project data extremely accessible.

Perhaps the most helpful aspect of Insightly CRM is that they offer a comprehensive employee training program. It only lasts for one day, saving small businesses more of their valuable time, and it conveniently provides users the option of either training in an online class or at an in-person session, so the training is more tailored to the individual.

Limitations of Insightly

While Insightly CRM may not be suited for large-scale businesses, which require more  storage space, it seems to be very useful for small and still-growing businesses. However, one significant limitation is the site’s restricted reporting capabilities.

Several Insightly reviews claim that there are limited options when it comes to customizable reports, while other CRM software sites allow business owners the freedom of all types of customizable reporting. Insightly CRM offers several different types of reports, which may fall short for some businesses and what they require or desire.

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Insightly CRM Opportunity Reports

  • Opportunity category breakdown: Graph with a donut chart; filter by dates, pipelines, users, currency, and more.
  • Reasons for losing opportunities: Graph with pre-set reasons for given criteria.
  • Opportunity pipeline stage distribution: View in pipeline (early stage vs. closing based on closing dates).
  • Opportunity funnel analysis: Count at various pipeline stages.
  • Opportunities by responsible user: Identify your best performers.
  • Opportunities by organization: Identify which clients are giving you the most revenue; filter through pipeline, opportunity, tags, and more.
  • Opportunities custom field report: Create reports based on user-set fields.
  • Total incoming opportunities: Count opportunities generated in a certain time period.
  • Value of opportunities won: Identify the most and least successful team members.
  • Completed tasks and events: Measure your productivity with clients and on specific projects.

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insightly review

Image source: Insightly.com

When it comes to customer relationship management, there are a lot of options for businesses out there, some of them viable, others not so much.

However, if you’re searching on behalf of a smaller-sized business or one that is still growing, and you’re looking for something that is both cost-effective and timely, while also offering plenty of integration options, outstanding customer support, and an easy-to-use software, Insightly CRM is currently one of the best sites available to you. Insightly’s one significant limitation seems to be a fairly limited array of reporting capabilities, but this may not apply to everyone’s business situation.

In summary:

  • Insightly pricing is reasonable and offers value for a good price.
  • Insightly’s CRM software saves you time.
  • Insightly integration software will benefit your business.
  • Insightly’s customer service and support is above average.
  • Insightly CRM’s software is intuitive and user-friendly.
  • Limitations of Insightly CRM: Less reporting capabilities.

Overall, Insightly.com appears to be a legitimate, beneficial, and cost-efficient CRM option for small business owners. It is at least worth trying the convenient, free 14-day trial, and adding your own personal review to the ever-growing list of positive Insightly reviews online.

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