Insightly Product Video
Features & Options of Insightly
- Contact Management: Calendar, auto address book, notes, search, custom fields and filters, file sharing, web to contact, tags, mass email, email templates.
- Project Management: Milestones, pipelines and tasks for projects, auto email reminders, contact roles, track emails, view tasks and events by project, project files, task and event reports.
- Lead Management: Tags, lead status, lead contact details, lead ratings, history , email.
- Tasks & Events: Tasks with due dates and milestones, task categorisation, track tasks by due date.
- Sales Opportunities: Current sales stage, plan purchased, owner, pipeline.
- Reports: Custom reports, drag and drop, report templates, report scheduling, export to graphing tools.
- Users: Free plan – 2 users | Other plans – unlimited users.
- Apps: Android, iPhone.
- Support: Free – web FAQ | Basic – Email | Plus & Professional – Priority Email.
Free: 2 users | Basic: US$15/user/month; 1 GB storage | Plus: $35/user/month; 10 GB storage | Professional: $59/user/month; 100 GB storage | Enterprise: $129/user/month; 250 GB storage.
Payment Discounts: Annual subscriptions – discount 17-20%.
Trial/Warranty: 14 day free trial.
Other Costs: None.
Integrations & Add-Ons
- Accounting: QuickBooks Online, Xero.
- Customer Service & Support: SupportBee.
- Data Migration/Data Management: Data2CRM, Dedupely, Import2, Neatly, Piesync, Podbox.
- Document Management: Box, Dropbox, Google Drive, OneDrive, Office365.
- Email/Marketing: Gmail, Boomerang, Brandizi, DirectIQ, ininbox, MailChimp.
- Productivity/Workflow: Evernote, Flow XO, Google Calendar, Hubstaff, Ninja Forms, TimeCamp, Zapier.
- Sales: Hangouts, PandaDoc, Plus23, Proposable, QuoteRoller, Quotient, VipeCloud, Wishpond.
The rating score is a weighted average of ratings from these respected sources.