Insightly
What is Insightly?
Insightly, a new breed of CRM, helps today’s businesses of all sizes build lifelong customer relationships and grow faster than ever before. Insightly’s capabilities allow you to customize each user’s experience for any role associated with your customers. It’s easy to use, easy to customize, easy to adapt to your industry, and offers quick time to value with a low total cost of ownership.
Insightly Features
Offering robust contact and lead management, Insightly stands out for its integrated project management tools. The tool has great email tracking and relationship management features, which is the foundation of any CRM. Insightly is a full-featured CRM that offers tools for lead routing, workflow automation, customer management and sales pipeline. It is built on the basic principle of “relationship linking,” which is a complex network of interactions between your company, customers, and potential customers.
Customizability is a major part of Insightly’s appeal. You can create custom applications and data visualizations to track key metrics without any developer skills; just click on options and drag and drop elements into place. You can manage organizational security for specific modules, contact records, etc. by setting permissions by business role and/or department. The platform has native integration with G Suite and Microsoft 365, Mailchimp, Slack, Dropbox, QuickBooks, and many other applications.
Data Protection
This Privacy Policy applies to Personal Information that Insightly collects and processes in the course of their business, including on the Site and Insightly platform, but does not include all user email data. Insightly complies with the EU-U.S. Privacy Framework and the Swiss-U.S. Privacy Framework established by the U.S. Department of Commerce regarding the collection, use and retention of personal information transferred from the European Union and Switzerland to the United States.
Pricing
The basic no-frills plan for 2 users is free of charge. If you upgrade, the Plus plan costs $29, the Professional plan costs $49, and the Enterprise plan costs $99. The Plus and Professional plans offer a 14-day free trial so users can explore additional features before signing up for a subscription.
Our Experts Ready to Help You
What our clients say
The client is the king, which is especially true when working with SalesNash.
Equipped with industry-relevant experience, Sales Nash is able to set five appointments on average per week, meeting our expectations. The collaborative team leads weekly meetings to deliver updates and share their progress. The team's efficiency and professionalism are its highlights.
This engagement led to a significant increase in leads and contracts, exceeding our business goals. Sales Nash demonstrated a seamless workflow through regular meetings, reporting, and effective communication. Their strategy in providing quality results was impressive.
Hiring SalesNash was a great decision for us. They are handling a very time-consuming part of our sales process, which is allowing our sales reps to focus on contacting clients and closing the sales.