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Insightly CRM


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Type: Software

Operating System: Windows, iOS, Android

Free Trial Available: No

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Insightly CRM Software Overview

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 Features

Auto Lead Assigning

Insightly CRM tracks lead according to relevance through a marketing activity timeline and auto assigns the particulars to the

Automated Workflow

Workflow automation enables processes such as sending email alerts, maintaining records, creating tasks for others and even

Manage your customer relationships

Organisations can view the informal networks within their system by leveraging intuitive record linking functionality based on


Organizations can generate engaging data representation and track their progress levels. You can share the dashboards with other

Work From Anywhere

Award winning mobile applications for both Android and iOS helps to scan business cards, update deals in real-time and mobilize

Mobile App

Customized business apps can be built with the software and deployed to run successfully in employees mobiles without writing any

Data Management

Data and its relationship with custom objects can be captured and safely stored by admins. You can also set access permission

Business Intelligence

Business Intelligence tool leverages real-time data and creates engaging and informative visual reports highlighting key sales

Lead Management

Insightly CRM has a dedicated customizable leads tab that facilitates easy management such as adding new prospects, linking their

Behavioral-Based Email Automation

 All sent emails and actions taken on them such as opening, forwarding, opt-outs etc. are tracked down to the user level

Insightly CRM Plans & Pricing

Insightly CRM price is available on request

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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 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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