Insightly CRM: Use-Cases, Insights and Reviews | 2024 Cuspera

Name: Insightly CRM
Brand: Insightly CRM
Rating: 4.15 (11213 reviews)

4.15 5

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(11213)

CRM Software for Gmail, G Suite and Outlook.

Insightly CRM Overview

Insightly, the modern CRM, helps teams sell smarter and grow faster. Watch a demo-on-demand to build lasting customer relationships affordably.

Use Cases

Customers recommend Contact List Management, Engagement Management, Workflow Management, as the business use cases that they have been most satisfied with while using Insightly CRM.

Other use cases:

Lead Tracking
Communication Management
Sales Document Management
Lead Management
Opportunity Management
Generation Of New Leads
Conversion Management

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Business Priorities

Enhance Customer Relationships and Acquire Customers are the most popular business priorities that customers and associates have achieved using Insightly CRM.

Other priorities:

Increase Sales & Revenue
Improve Internal Communications
Improve Stakeholder Relations
Enter New Markets Internationally Or Locally
Improve Visibility
Improve ROI
Launch New Products
Improve Consistency
Improve Efficiency
Scale Best Practices
Increase Average Basket Value

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Insightly CRM Use-Cases and Business Priorities: Customer Satisfaction Data

Insightly CRM works with different mediums / channels such as E-Mail.

Insightly CRM's features include Recording, Personalization, Dashboard, etc. and Insightly CRM support capabilities include AI Powered, Email Support, Chat Support, etc. also Insightly CRM analytics capabilities include Analytics, and Custom Reports.

Reviews

"We've improved sales velocity, access to actionable insights, and saved 20% by switching to Insightly’s unified CRM and marketing platform." - Keith Gardner

Insightly CRM, Freshsales, Pipeline CRM, Microsoft Dynamics 365 for Sales, Salesforce Sales Cloud, etc., all belong to a category of solutions that help CRM. Each of them excels in different abilities. Therefore, determining the best platform for your business will depend on your specific needs and requirements.

Popular Business Setting

for Insightly CRM

Top Industries

Information Technology and Services
Financial Services
Education

Popular in

Small Business
Mid Market
Enterprise

Insightly CRM is popular in Information Technology And Services, Financial Services, and Education and is widely used by Small Business, Mid Market, and Enterprise.

Comprehensive Insights on Insightly CRM Use Cases

How can Insightly CRM enhance your Contact List Management process?

Insightly CRM facilitates contact list management by enabling users to organize contacts, link them to businesses and projects, and track interactions. Users can import existing contacts, create new ones, and send emails directly from the platform. Despite its strengths, Insightly CRM has limitations, including the inability to effectively track contacts without linking them to opportunities.

"...Capturing emails to contacts is easy, since we're able to simply BCC emails to Insightly..." Peer review by User

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How can Insightly CRM optimize your Engagement Management Workflow?

Insightly CRM facilitates engagement management by enabling users to track and follow up on leads, opportunities, and contacts. This CRM solution helps organize interactions with customers and track engagement with email communications. However, setting up the system can be time-consuming.

"...I'm able to group clients together and follow up with leads on a routine basis...." Peer review by Verified User, Consultant in Sales, Real Estate

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How can Insightly CRM optimize your Workflow Management Workflow?

Insightly CRM provides workflow management capabilities through features such as customizable workflows, automation tools, and task assignment functionality. These features enable businesses to manage relationships, track leads and opportunities, and streamline processes. However, the software's complexity can hinder user understanding and lead to slowed workflows.

"...We have been able to completely customize the workflow process and steps to complete projects...." Peer review by Ann Matuszak, CEO, Pixologie, Inc.

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How can Insightly CRM optimize your Lead Tracking Workflow?

Insightly CRM is designed to track leads, opportunities, and contacts. The software includes features for managing sales pipelines, following up with prospects, and generating reports. Insightly's lead tracking capabilities lack robust deal flow tracking functionality.

"...It has functions for tracking lead activities, which is great for driving effective communication...." Peer review by Richard R, Marketing Consultant

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What benefits does Insightly CRM offer for Communication Management?

Insightly CRM facilitates communication management through email tracking, templates, and integration with email platforms like Gmail. Users can track email opens, link emails to records, and generate email campaigns. However, Insightly has limitations in tracking email link clicks and managing responses from clients.

"...The ability to send email directly to Insightly where it is automatically organized into Contacts and Projects is very powerful...." Peer review by Verified User, Account Manager in Research & Development, Publishing

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83+ more Business Use Cases

8 buyers and buying teams have used Cuspera to assess how well Insightly CRM solved their CRM needs. Cuspera uses 11213 insights from these buyers along with peer reviews, customer case studies, testimonials, expert blogs and vendor provided installation data to help you assess the fit for your specific CRM needs.

Customer Testimonials

CUSTOMERS	TESTIMONIALS
Keith Gardner Vice President, Sales & Marketing Hurst Review	We've improved sales velocity, access to actionable insights, and saved 20% by switching to Insightly’s unified CRM and marketing platform. Testimonial By Keith Gardner
Seth Rodden Regional Sales Manager, Composites Krauss-Maffei	Insightly does everything in the most intuitive way possible. Testimonial By Seth Rodden
Jamie Paton Director of SEO PCG Digital	We wanted one system that could do everything that we were doing with three separate systems, so we went with Insightly. Insightly’s price point was also very appealing and allowed us to reduce our costs by 40%. Testimonial By Jamie Paton

CUSTOMERS	TESTIMONIALS
Keith Gardner Vice President, Sales & Marketing Hurst Review	We've improved sales velocity, access to actionable insights, and saved 20% by switching to Insightly’s unified CRM and marketing platform. Testimonial By Keith Gardner
Seth Rodden Regional Sales Manager, Composites Krauss-Maffei	Insightly does everything in the most intuitive way possible. Testimonial By Seth Rodden
Jamie Paton Director of SEO PCG Digital	We wanted one system that could do everything that we were doing with three separate systems, so we went with Insightly. Insightly’s price point was also very appealing and allowed us to reduce our costs by 40%. Testimonial By Jamie Paton

Case Studies

COMPANY	INDUSTRY	CASE STUDIES
Veterans Assembled electronics Education	Education	Case Study Veterans Assembled electronics Training organization helps veterans with disabilities launch new careers Read More
The Waite Company Telecommunications	Telecommunications	Case Study The Waite Company Insightly helps The Waite Company manage community education for a key public sector client. Read More
Momentum Financial Services	Financial Services	Case Study Momentum Insightly makes it easier for Momentum Consultants & Actuaries to scale its business acquisition processes. Read More

Video

Why Insightly is the Best CRM for Manufacturing Business Moduflex | Customer Spotlight

Frequently Asked Questions(FAQ)

for Insightly CRM

What is Insightly CRM?

Insightly is a customer relationship management (CRM) tool designed for marketing, Sales, and Project Management professionals to assist in complex sales and marketing campaigns.

The platform offers lead management and its data manipulation features include project management capabilities. It helps build relationship with the customers through every step of the customer journey. Some of the features includes relationship linking, contact management, email tracking, opportunity management, quote generation, workflow automation, advanced reporting, and call management. A mobile CRM app is also available to scan business cards and to take audio notes.

The software provides Gmail and Outlook plugins, and tools that helps to integrate with other systems. The marketing campaign effectiveness can be measured using segmenting and speaking with the audiences, sharing content on every interaction and utilizing the customizable dashboard. The business processes can be streamlined further with the help of custom objects and apps.

What is Insightly CRM used for?

Insightly CRM is a CRM Software mainly used by its customers to Enhance Customer Relationships and Acquire Customers by Contact List Management, Engagement Management and Workflow Management .