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Bonfire Rating: 4.6/5 Insightly is all about scaling your business practices without breaking the bank!
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/*! elementor - v3.13.3 - 28-05-2023 */
.elementor-widget-text-editor.elementor-drop-cap-view-stacked .elementor-drop-cap{background-color:#69727d;color:#fff}.elementor-widget-text-editor.elementor-drop-cap-view-framed .elementor-drop-cap{color:#69727d;border:3px solid;background-color:transparent}.elementor-widget-text-editor:not(.elementor-drop-cap-view-default) .elementor-drop-cap{margin-top:8px}.elementor-widget-text-editor:not(.elementor-drop-cap-view-default) .elementor-drop-cap-letter{width:1em;height:1em}.elementor-widget-text-editor .elementor-drop-cap{float:left;text-align:center;line-height:1;font-size:50px}.elementor-widget-text-editor .elementor-drop-cap-letter{display:inline-block} As a small business owner, finding the perfect CRM for your specific needs can be tricky. If you go with the wrong one, you may find yourself losing precious time and money trying to switch to a better fit. I’m AJ, and I’ve used dozens of CRMs while scaling my digital agency over the last decade . After a successful multi-million dollar exit with the agency, I started Small Business Bonfire to share my experience with fellow entrepreneurs and small business owners. If we’re talking CRMs, one of my all-time favorites is Insightly. In this review, the SBB team and I go into detail on what makes Insightly stand out from the rest and why it could be the perfect small business CRM for you . Let’s dive in! FYI — we made a list of the best CRMs for small businesses to check out when you’re finished reading.
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You Can Trust Small Business Bonfire Since 2009 Small Business Bonfire has been testing and rating thousands of business software to help you (our small business owners) start & scale your organizations. If you want to know more about how we test, please read this article here.
/*! elementor - v3.13.3 - 28-05-2023 */
.elementor-heading-title{padding:0;margin:0;line-height:1}.elementor-widget-heading .elementor-heading-title[class*=elementor-size-]>a{color:inherit;font-size:inherit;line-height:inherit}.elementor-widget-heading .elementor-heading-title.elementor-size-small{font-size:15px}.elementor-widget-heading .elementor-heading-title.elementor-size-medium{font-size:19px}.elementor-widget-heading .elementor-heading-title.elementor-size-large{font-size:29px}.elementor-widget-heading .elementor-heading-title.elementor-size-xl{font-size:39px}.elementor-widget-heading .elementor-heading-title.elementor-size-xxl{font-size:59px} What is Insightly CRM (Customer Relationship Management?
Insightly is an all-in-one cloud-based CRM and project management platform designed with the idea of scaling in mind . Essentially, Insightly allows your business to grow the number of customers, projects, and contacts you have while consistently providing plans that match the size of your growing business . Insightly CRM is particularly great for small and midsize businesses, thanks to its feature-rich offering and budget-friendly pricing structure . In this Insightly review, we’ll be taking an in-depth look at the features that make the CRM great for small businesses, as well as any areas where it may fall short. Speaking of features, Insightly has a lot to offer, including: Dashboards (powerful reporting and analytics) Easy to manage contacts Email marketing tools Workflow automation Calendar view and syncing Project management capabilities Mobile App We especially love the powerful analytics that Insightly offers with its insightful (pun slightly intended) dashboard view. This allowed us to easily spot trends and make changes to our customer outreach strategies when needed. Plus, we love any platform that provides project and task management capabilities in addition to a full CRM . If you’re looking to scale up your business in terms of sales and marketing, contact management, and project management, Insightly is the CRM for you.
Pros and Cons of Insightly
Insightly CRM has a lot of benefits, but it’s important to discuss the downsides as well. Let’s look at the pros and cons to give you a clearer picture of the platform.
Insightly Pros
Very user-friendly
Intuitive reporting and analytics
Tons of CRM and project management tools
Robust contact management and segmentation
Email marketing features included
Easy-to-use mobile app
Insightly Cons
No social media integration
Lacks integration with popular apps like Slack
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Who is Insightly Best Suited For?
Insightly works best for teams that can benefit from impressive project management tools as well as some great CRM capabilities. If you’re looking for a way to manage both your CRM and project management tasks, Insightly is an excellent choice. Insightly is best suited for the following: Small Businesses – Insightly is great for small businesses that need to track both customer and project data. Midsize Businesses – Insightly is perfect for midsize businesses who want a powerful CRM and project management tool in one platform (with the option to scale as needed). Freelancers – If you’re working as a freelancer, Insightly is a great way to keep track of all your customers and projects in one place.
Who is Insightly Not Suited For?
Insightly has a ton of features that make it well-suited to SMBs; however, it’s not for everyone. Insightly might not be the best fit for the following: Startups – If you’re just starting out, Insightly might be overkill. Consider using a simpler CRM to start and upgrade when your business scales up. Niche businesses – If your business focuses on a specific sector or market, such as healthcare, you may find that Insightly doesn’t have the specific features you need.
Insightly Software Pricing
Insightly offers three pricing plans, with a free plan available for up to 2 users. The plans are as follows: Free Forever – Up to 2 users Plus – $29/month (billed annually) Professional – $49/month (billed annually) Enterprise – $99/month (billed annually)
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How Does Insightly Pricing Compare?
For all of the features that it provides, Insightly is a surprisingly affordable option compared to the competition. Let’s compare it to another popular CRM platform with a lot of the same features — Pipedrive. Pipedrive doesn’t offer a free plan like Insightly. Instead, Pipedrive has plans starting at $14.90/month (per user). Compared to Insightly’s Plus plan at $29/month , this may seem like a steal. However, Pipedrive charges extra fees per month for a lot of features included with Insightly’s Plus plan. For example, project management costs an extra $8/month per user, and LeadBooster (Pipedrive’s lead generation toolset) costs a whopping $39/month (per company). This means that while Pipedrive may seem like the cheaper option upfront, it can end up costing you a lot more in the long run. How Much is Insightly for Non-Profits? Insightly does not provide specific discounts for non-profits, unfortunately. However, the service does offer a free plan for up to 2 users, which non-profits can use to get started .
Insightly Pricing Tips
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Annual Plans With Insightly, all pricing is billed annually to keep the pricing as simple and streamlined as possible, so there's no worrying about how much it's going to cost month-to-month.
Free Plan Insightly offers a free plan to up to 2 users. We recommend you and another team member check it out before making a commitment with your wallet.
14-Day Free Trial Insightly offers a 14-day free trial for its Plus and Professional plans. If you're looking to try out the more advanced features of the platform, give it a try for no risk, all reward.
Insightly Core Features
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Sales Pipeline/Opportunity Management
Insightly helps you manage your opportunities (leads and deals) all in one place with its easy-to-use sales pipeline. Insightly makes it easy to add the following to each opportunity: Activity sets Events Tasks Here's what our interface looked like during our months of testing. As you can see, we input some of our affiliate marketing and PPC deals at Small Business Bonfire. Insightly let us track these deals and their progress in real time . We especially liked the color-coded pipeline, which made it super easy to track the stage of each opportunity with just a glance. Insightly does a great job of streamlining the sales process and empowering your sales teams as your business continues to grow.
Contact Management
Insightly CRM is a force to be reckoned with when it comes to contact management. What sets Insightly's contact management apart from other CRM software is its comprehensive approach and intuitive UI (user interface). With Insightly, you can easily view a client's entire history with your business, including emails sent, notes taken, and tasks completed. This means you'll never have to guess at a client's preferences or history again . We imported our affiliate marketing and PPC contacts (shown below) and were easily able to sort and manage them . Adding a new contact is as simple as a few clicks and filling out a few fields. At Small Business Bonfire, we love when a CRM platform is easy to use while still providing a ton of features , and Insightly delivers in that regard.
Dashboards (Reporting and Analytics)
With Insightly's dashboards, users can easily access and analyze all of their critical data in one place . These dashboards provide a comprehensive view of all aspects of their business, from sales and marketing to tasks and project management. The reporting and analytics capabilities are particularly impressive. Users can access all kinds of data and generate reports with just a few clicks, making it easy for them to track their progress and identify areas where they need to improve . Insightly's dashboards also feature customizable widgets, which allow users to tailor their dashboards to their specific needs. You can choose from a variety of widgets and place them in a way that makes the most sense for their workflow. These include the following: Charts Graphs Tables Lists Here's a look at our Opportunities Dashboard to give you a better idea. Throughout our testing, we consistently remarked on how comprehensive and intuitive our dashboard layouts felt.
Email Marketing
Insightly allows users to create and send blast newsletters and automated campaigns directly from their platform. This is great for small businesses that want to stay in touch with their customers without having to use an external email marketing service. You can create new emails in seconds by using Insightly's helpful templates (or create your own from scratch). Here's one we created (in just a few seconds) regarding our affiliate marketing efforts. It was super easy to choose which contacts we wanted to send it to. We also liked that we could preview the email to get an idea of what our contacts would see specifically. If you're new to marketing with email automation, Insightly is a great platform to learn on. It doesn't quite have the same robust customization capabilities of some of the bigger platforms like HubSpot, but it's efficient, and it gets the job done.
Calendar View/Sync
Insightly's calendar view is an awesome tool for anyone who wants to manage their schedule more effectively . This feature allows users to have a clear visual representation of their tasks, events, and deadlines, making it easier to track progress and stay organized . Insightly also provides seamless integration with popular calendar applications such as Google Calendar and Microsoft Office Calendar. By syncing your Insightly Calendar with these platforms, you can effortlessly consolidate your personal and professional schedules, ensuring that all important dates and events are in one place. This helps you to manage your time more effectively, boosting productivity and ensuring that nothing falls through the cracks.
Insightly Mobile App
Perspective Insightly users will be pleased to know that the platform has a fantastic mobile app available for both iOS and Android devices. The mobile app is well-designed and easy to use , making it perfect for those who need to access their CRM on the go. We downloaded the app on IOS and were able to easily manage all of our CRM data on the go . Here's our dashboard view from mobile. We especially liked how the user interface is virtually the same on the app as it is on the website view . This makes it easy for users to get familiar with the interface more quickly.
Workflow Automation
We put Insightly's workflow automation to the test, and we were pleasantly surprised by its capabilities. First off, Insightly's interface is easy to navigate and customize , which is a great plus for any business. The workflow automation feature allows users to create a series of actions and conditions for a task that can be automatically executed in a specific sequence, triggered by a specific event, and assigned to a specific user or team member. The possibilities of workflow automation are endless. For instance, you can set up your client onboarding process with automated welcome emails, follow-up tasks, and appointments. You can also automate your sales pipeline by creating tasks for sales representatives when leads reach certain stages, and so on. This feature is highly customizable, and you can define your workflows based on your unique business needs .
Project Management
Creating and managing projects was a breeze with Insightly. In our case, we decided to utilize the "import projects" feature to test how easy it was. It was surprisingly easy to get everything moved over. A lot of these platforms have conversion issues that can end up taking a while to sort out. That definitely wasn't the case with Insightly, as the entire process took a matter of minutes. Once we had imported our projects, we were able to create tasks, assign users to projects, and monitor the progress of each task. We really liked how easy it was to track progress in Insightly. We were able to see how far along each project was with the clearly visible "pipeline chart" (shown below).
