- Insightly customer management software free manual#
- Insightly customer management software free free#
Insightly offers a free plan and three paid pricing plans with more advanced features. You can also create custom page layouts and custom fields for a more personalized experience. The new “list view” grid also gives you more control over how your data is displayed, with better sorting and filtering options.Īlongside this, the latest version boasts improved versatility, with added features to create custom objects, enabling you to store data that doesn't fit into the premade objects. The side navigation has been slimmed down, making the interface feel cleaner and less cluttered. In the most recent version of Insightly, changes have been made to the interface to improve user experience. The CRM also integrates with cloud file storage services to enable you to link files to records, as well as offering contact details and calendar sync with Microsoft Office and Google. Popular integrations with apps such as Slack, Amazon S3, and Adobe will help to keep your business connected. Insightly offers an impressive range of over 250 integrations with business apps, as well as an API. On Insightly's Enterprise plan, you can even price products and send quotes directly from within the CRM.
Insightly customer management software free manual#
These help to streamline your sales process and reduce the amount of repetitive manual work your team does, freeing people up for more productive tasks. Its workflow automation tools enable you to automate certain business processes, such as sending emails, updating records, and firing webhooks, based on defined triggers. To access more advanced reporting features, you can also integrate Insightly with Microsoft Power BI. These can be shared with colleagues, and you can even schedule reports to be emailed automatically to them on a recurring basis. Insightly offers decent reporting capabilities, enabling you to build sophisticated reports and dashboards for a top-level overview of the state of your business. Insightly offers excellent project management tools (Image credit: Insightly) Once a prospect has converted, you can then change an opportunity into a project, and make use of Insightly's integrated project management tools to manage relationships with the client. You can set up and customize multiple sales pipelines, assigning activity sets to each stage in the pipeline.
When a contact is qualified as a potential customer, they are converted into an “opportunity”, and enter the sales pipeline. However, there is an additional price for this feature on top of all plans. In addition, there is an inbuilt phone dialler that can place calls and automatically record them.
Insightly also enables you to communicate with contacts via email, with Outlook and Gmail integrations. You can then view an activity timeline of every interaction a contact has had with your brand, including a history of all communications, tasks, activities, linked items, and more. Once they are in the system, you can automatically route new leads to the right sales reps depending on the criteria you set. Once captured, the social profile enrichment feature links relevant social media information to each record. Alternatively, you can embed Insightly contact forms into your own website to capture leads or, you can use the Insightly app to scan business cards and convert the information into a lead. You can add new records manually, which is very easy to do, although batch importing leads from an excel spreadsheet is the quickest option. It provides a few ways to capture new leads. Insightly offers advanced lead and contact management tools, enabling you to better organize your existing contact list and reach prospective new customers. HubSpot comes with great CRM tools and is best suited to larger enterprises, however even the free version of the platform offers good functionality. But it can get pricey for small businesses. Zoho CRM offers great lead capture and management features, with automated workflows and integrated email marketing. However, it falls short on customer service unless you’re willing to pay extra. Insightly is a versatile CRM for small- to medium-sized businesses, offering all of the everyday CRM features you might need. Price plans are expensive - Beginner users may be overwhelmed by breadth of the platform Price plans can get expensive - Reporting features are not fully customizable No live support options included with plans - Inbuilt telephony feature costs extra Integrated project management tools - User-friendly interface - 250+ app integrations availableĮasy to use - Wide range of integrations with Zoho Marketplace - Creates leads automatically from social media mentionsģ00+ app integrations - Free version available - Advanced sales and marketing tools - Universal inbox feature How does Insightly compare to its main competitors?
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