When Insightly was designing its CRM product, they wanted to create something that had unique value compared to other CRMs on the market. The software had to have a range of unique features that would allow agents and managers to do things that just weren't possible on other platforms. That was the only way to come up with novel features.
Create a vast number of workflows for cold lead follow up, lead generation and more. Drop Cowboy allows you to send bulk RVM or single ringless voicemail with our Insightly integration.
Drop Cowboy integrates with Insightly with a service called Zapier, Zapier allows us to push and pull data to and from Insightly along with 1400 applications.
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Insightly CRM set out to deliver a CRM experience unlike any other. Rather than focus on managing contacts alone, Insightly wanted to integrate CRM with many more aspects of sales, customer relationships, and projects. The ultimate goal of the program is to allow businesses to develop stronger relationships with their clients using a range of intelligent and novel methods. Insightly is so confident that it claims on its website that firms can grow their revenues by more than 20 per cent when they sign up. That's confidence.
Like many others in the market, Insightly CRM gives you a long list of reasons to buy the product. And to be fair, it does have an impressive feature set, allowing companies to gain insights from customer interactions and then put them to use optimally. The features of the product can be broken down by a series of themes. Let's take a look at them now.
Cybercriminals are always trying to get hold of Insightly login details. If they can obtain Insightly login information, then they can steal data and subject a firm to ransomware attacks, or sell the data on to a competitor or malicious actor. Insightly, therefore, uses a range of security features that ensure that any data going in and coming out of the program is carefully secured.
Insightly comes with support for two-factor authentication, meaning that it's not enough to have a password for a user account - you must also prove that you're that person too. The product also comes with single-sign-on via industry standard protocols, and encryption of data while at rest, meaning that even if somebody does manage to get into the data repository, they won't be able to use it without the key.
For businesses operating in the EU, the software is also GDPR compliant.
There's nothing more annoying than thinking that you've found the perfect CRM tool for your business, only to find that it doesn't integrate with your existing software stack. Insightly CRM not only ensures compatibility, but the developers say that it can fully integrate with a range of popular desktop and cloud software products and apps.
Insightly CRM will integrate with calendar apps, email contacts, and file organization services. Insightly also allows you to manage your digital marketing inside the app itself. You can see, for instance, what stage a customer is at in the buying cycle and then adjust your digital marketing content accordingly.
With cloud-based Insightly login, both managers and staff can log in to the software from any location and on any device, adding to flexibility. Colleagues can take calls from customers while in the field and record what they learn in the app on the fly.
Insightly CRM also offers companies the ability to update their projects in real-time, allowing them to keep tabs on the status of team members concerning tasks, milestones and "deliverables."
If you have representatives in the field, Insightly allows operators to update the value of a particular opportunity, providing vital information that can make a difference to marketing efforts.
Collecting data about one's business is vital. It helps to determine which salespeople are performing best, who needs additional training, and which customers are most likely to buy. That's why Insightly provides companies with a feature-rich dashboard that provides readouts of company and individual performance.
The software uses a range of easy-to-read graphics and readouts included in standard Insightly pricing. With the metrics, you can see things like sales leaderboards, top sales sources and big wins/ projections.
Relationship linking is Insightly's standout features. As the company points out, to understand relationships with customers, you often have to follow the complex web of interactions between clients, teammates and bosses.
Insightly's relationship linking allows agents to do flexible record keeping, linking particular emails, customer interactions, and other records to contacts in the database. After Insightly login, you can quickly see who is in a relationship with whom, and which documents and data link to a particular client.
Insightly knows that putting lead capture and marketing tools inside a CRM product makes sense. Companies want to not only manage their contacts but also see who is most likely to buy from them in real-time. Including in Insightly pricing are several tools that allow firms to track lead information, automate workflows, and track emails.
Lead routing shows a clear timeline of marketing campaign source, phone and email communication, meetings and tasks. The software can use this information to automatically funnel customers to the right people in an organization, without the need for relationship managers to oversee the process.
After Insightly login, you can also use the system to automate workflow. Insightly provides tools that allow you to create and update records, send emails, generate new tasks for people and create custom business logic.
Finally, Insightly allows firms to create, send and track emails with just a few clicks. The tool monitors open rates and tells you when emails aren't opened.
Current prices, as of 2019, start at $29 per month per user for the basic "Plus" package, go up to $49 for the most popular "Professional" package and top out with the "Enterprise" solution at $99 per person per calendar month.
While both the Professional and Enterprise versions of the product allow firms to find and manage leads, only the Enterprise subscription gives customers access to the company's automation tools and ability to connect Insightly CRM to any application.
So is Insightly worth the money? If you're looking for a general CRM solution, then Insightly is a market leader. It offers a range of impressive features that you will find hard to get elsewhere, which may be beneficial for some customers.