Now reading
Insightly CRM Review: Pricing, Features & Comparison 2017

Insightly CRM Review: Pricing, Features & Comparison 2017

Insightly CRM Review

INTRODUCTION

Today we will talk about the considered best CRM software for small business that exist, we are talking about Insightly CRM, wea��ll show you the available prices, the main features and also will let you see a interesting comparison with other similar options. Leta��s start.

INSIGHTLY CRM

PRICING

Insightly offers several options to his users like:

  • Free Plan, this plan is available for two users and offer advanced reports, also 5 email templates and enable the send of mass email with custom fields and 200 Mb of storage.
  • Basic Plan, 15$ per user/month, allow unlimited advanced reports, and includes scheduled reports and Smart reports, 50 Email templates, 1Gb of storage. Also enable email support mailchimp integration, google contacts and calendar synchronization.
  • Plus Plan, 35$ per user/month, this option offer similar features than Basic plan but enable Mailchimp auto importer and more quantity in advanced reports, email templates and 10 Gb of storage, and also hve priority email support.
  • Professional Plan, Includes all previous features and add lead asignment rules wich is something new, this plan costs 59$ per user/month and also include 100Gb of storage.
  • And Enterprise Plan, include the same features than previous plan but with larger capacities his cost is 129$ per user/month.

This are the available prices for Insightly CRM when the payment is made monthly but when the payment is yearly it saves 20%

FEATURES

Insightly is a tool that helps small businesses with vital tasks involving the handling of potential customers, contacts, organization, partners, vendors and suppliers. Insightly allows you to see the relationship with customers from the bottom up to projections or opportunities in which you have participated.

The most important characteristics are as follows:

  • Management of contacts
  • Calendars and events
  • Automatic address book
  • Notes and comments
  • Quick searches
  • Notifications and follow-up
  • Mass-mailing and email templates
  • Creation of goals and tasks to projects
  • Automatic reminders via email
  • Making follow-up to those emails

In addition to these features, Insightly CRM also counts with:

  • Reports, which are fully configurable and also include basic graphics.
  • Social CRM, allows to establish contact with e-mails that are detected in each social network related to detected.
  • Solution mobile, allows that wherever that is find can obtain access to their data and information in the Palm of your hand.
  • Integration with applications Google Apps, Gmail and Google Drive, as well as also with Office 365.

COMPARISON

Speaking of Insightly CRM as a base, there are some options interesting and worthy of analysis in areas such as price, scope, and portability, these are the following:

Salesforce

Price: Starting at $25/month

It is a multiplatform application that is applicable to various types of customers ranging from small businesses to enterprises, also has phone support and online, knowledge base and video tutorials.

Pipedrive

Price: From $12/month

It also offers a multi-platform application that has web application for iphone and Android. Unlike the previous this application is useful for freelancers, small and medium-sized enterprises. Which reinforce with a support via telephone, on line and with a good base of knowledge and video tutorials.

Zoho CRM

Price: From $12/month

It has applications for Android, iphone and platform web in terms of its range of application, it is interesting that Zoho CRM can be worn from freelancers to companies which is a strong point compared Insightly ranging from small businesses to enterprises.

Zoho CRM also has a very good support platform with platform telephone, online knowledge base and tutorials in video.

Wrike

Price $49/month

It is an application that has a solid platform with its web apps, Android and iphone. In addition to this it also has a range of application ranging from small businesses to enterprises. It also has a robust support platform.

CONCLUSION

Speaking of Insightly CRM and similar applications so we can see, there are several interesting possibilities, then if you are looking for a CRM in this article we mentioned severalA�features of some of them which gives us a broader view of possible solutions that we want to implement.