What are the greatest assets in your company? Your relationship with your customers. By building and nurturing your relationships, you build a loyal customer base that you can count on. Your customer base is key because it brings business to you and can also recommend partners to you.
So you want to build your customer base and your reputation. You want to make sure you don’t drop the ball. Once your reputation is gone, it could be the end of you. Maintaining your relationship isn’t as difficult as it seems, thanks to customer relationship management (CRM) tools.
A CRM serves as a central hub for managing customer interactions and streamlining processes. A CRM like Insightly helps you organise customer data, track leads and sales, and effectively nurture relationships.
Pros and cons of Insightly
Insightly is an all-in-one, cloud-based CRM that makes it easy for teams to collaborate and manage the sales pipeline. It’s a cloud-based CRM, so essentially all you and your team need is an internet connection and a browser to work from anywhere.
As a CRM, Insightly comes with the tools you need to track contacts, leads and projects, convert leads into opportunities and manage every step of the sales process.
Pros
- Easy to use
- Free forever plan for 2 users
- GDPR compliant
Cons
- Only phone and email support, no chat support
- Complete workflow automations on on high tier plans
- No backup of your data
Who is Insightly for?
Regardless of your business sector or size, if you want to manage your relationships with customers, suppliers and partners, Insightly is for you. It’s suitable for a range of organisations, from small to large, that want to centralise customer information, streamline processes and improve overall efficiency in managing relationships and projects.
It’s a good place to start because it offers all the CRM functionality you could need, from lead management to mass emailing. As Insightly also includes project and task management, it’s ideal for agencies and freelancers. This combination of project management and CRM means you can support clients throughout their entire customer lifecycle.
How easy is it to use Insightly?
When you first create your account, Insightly will ask you to invite your team members. You and your colleagues can get to work straight away thanks to the well-designed interface. You’ll find everything organised and labelled in a way that makes it easy to find the features you need without confusion.
Use the left-hand side menu to switch between screens and sections. Insightly offers four dashboards, each with a different focus: Recent, Activity, Opportunities and Projects. You can easily add, delete, modify or move items on these dashboards. You can also create entirely new dashboards.
Key features
At its core, Insightly helps businesses manage customer relationships. It lets you manage opportunities more efficiently with a system for tracking all the pipeline stages. It lets you send mass emails in segmented lists from contacts to target sales, automate workflow, and manage projects all under one centralised roof. You can and your team have don’t need to scramble around when you want to find customer information and it makes data access so much easier.
Automation
You can save time while also communicating with your customers when they want by using Insightly’s automated workflows. Insightly offers personalised templates and automated follow-ups. You can also automate tasks and reports as well as create and send pricing quotes and proposals directly within Insightly.
You’ll also want to take advantage of the marketing automation to help you create your funnels, including embedded lead capture forms and landing pages. What you don’t get are email marketing features – you’ll need to subscribe to Insightly’s separate marketing service.
Project and task management
Managing marketing and sales tasks and projects can be a pain, especially when each team uses a different tool for project management, marketing and CRM. Once a prospect has converted, you can turn an opportunity into a project, all within Insightly. There’s no loss of time or information between closing an opportunity and starting to work on the deliverables.
All records and details from the opportunity are visible from the project view. You and your teams can collaborate and communicate with specific milestones and details of all interactions to improve the customer experience.
Reporting
Out of the box, Insightly gives you 4 dashboards and a separate reporting tab with an extensive list of pre-built reports. These give you a comprehensive view of all aspects of your business, from sales and marketing to task and project management.
These reports and the dashboard make it easy to track your progress and identify areas for improvement. You can share reports with your staff or schedule them to be automatically emailed to you.
Insightly integrations, extensions and plugins
Insightly’s 2000+ integrations make the service a versatile and flexible CRM that you can easily integrate into your existing ecosystem. The integrations can be categorised into (non-exhaustive list)
- Productivity
- Collaboration
- HR management
- Accounting
- Operations
Perhaps most notably, you can connect to Google Suite. If you connect Insightly to your Google Mail (you can send emails from within Insightly).
Insightly’s customer support
That’s where Insightly falls short. You can call or email the support team, but there’s no chat support.
Insightly prices
You can sign up and try Insightly for free for 14 days. If you’re working in a team of 2, take advantage of Insightly’s free forever plan. Insightly offers different subscriptions so it can grow with your business.
Is Insightly the right tool for you?
Overall, Insightly offers robust contact and opportunity functionality combined with project management. This combination means there’s no delay between closing a deal and getting to work.
It’s also easy to integrate Insightly with your other business tools, thanks to its extensive integration collection.
However, Insightly lacks chat customer support and doesn’t back up your data. There’s also a limit to the number of records you can store, and the file storage itself is limited.
If you’re a startup, agency or SMB, it’s almost a no-brainer given Insightly’s feature set. If you need something more robust and have the deep pockets, take a look at Salesforce or Microsoft Dynamics 365.
Original post here: Insightly review
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