Insightly Overview
Insightly is a comprehensive Customer Relationship Management (CRM) platform designed to enhance productivity, streamline business processes, and foster strong customer relationships. Here’s an overview of what the product does and its key features:
What Insightly Does
Insightly is a modern CRM solution that helps businesses manage their sales, marketing, and customer service activities in a unified platform. It is designed to support intuitive, automated, and scalable processes, enabling teams to close deals faster and deliver services more efficiently.
Key Features
Business Workflow & Process Automation
Insightly allows users to automate repetitive, manual tasks, reducing the risk of human error and redundant processes. This includes features like email reminders, onboarding stages, and custom workflows that can update records, send emails, and execute custom code.
Project Management
The platform integrates project management capabilities, enabling sales reps to convert incoming opportunities into projects. This ensures seamless transition of details, records, tasks, and more into a new project pipeline, facilitating proper management and monitoring by the relevant teams.
Performance Reporting and Dashboards
Insightly offers customizable performance dashboards and reporting tools. Users can create real-time data visualizations and track key performance indicators (KPIs) specific to their business needs. The Professional plan allows up to 100 shareable dashboard cards, while the Enterprise plan offers unlimited cards.
Email Management
The CRM includes an email management tool that provides complete visibility over customer email interactions. It supports email templates, bulk emailing, and scheduled emails, all integrated with email providers.
Price Books and Quotes
Insightly allows organizations to create comprehensive records of their products and services. Users can generate branded quotes directly from opportunity records, track quote status, and configure pricing using price books.
Customization
The platform is highly customizable, enabling businesses to tailor the CRM to their unique needs without requiring expensive third-party developers. This includes custom fields, tags, categories, and dynamic layout rules to improve communication, collaboration, and CRM adoption.
Customer Service
Insightly also offers a dedicated customer service module, Insightly Service, which is a ticketing application designed to help close tickets faster and deliver more personalized customer service.
Integration and AppConnect
Insightly has over 2,000 integrations across various categories such as productivity, project management, sales, marketing, HR, and finance. The AppConnect feature allows users to build integrations and automations between Insightly CRM and other apps, similar to Zapier.
Security and Accessibility
The platform ensures data security and safety, with features like advanced permissions and validation rules to maintain data integrity. Additionally, Insightly offers award-winning mobile applications for both Android and iOS, allowing teams to manage everything on the go.
Conclusion
In summary, Insightly is a robust CRM solution that automates workflows, enhances project management, provides real-time performance insights, and offers customizable features to meet the unique needs of various businesses. Its all-in-one solution, which includes CRM, Marketing, Service, and AppConnect, makes it a powerful tool for unified business operations.