Insightly
4.3 out of 5 starsRatings and Reviews 0 Ratings
Ratings and Reviews 3 Ratings
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What is Insyte?
Insyte provides an all-encompassing software solution designed to meet the diverse needs of your business across various sectors such as Marketing, Sales, Finance, Purchasing, Manufacturing, and Installation. Its built-in customer relationship management (CRM) system guarantees that your clients enjoy the tailored service they expect, which enhances your competitive position in the market. With Insyte, you can rapidly make well-informed decisions relating to all areas of your operations while having access to the most current data from any location. The platform allows you to monitor every interaction with potential and existing customers, which significantly improves your engagement during the sales cycle. Furthermore, Insyte centralizes vital information, removing the frustration of tracking down misplaced documents, phone messages, orders, or contact details, thereby minimizing the chances of losing customers and damaging their trust. This organized method not only heightens operational efficiency but also cultivates deeper connections with your customer base. By utilizing Insyte, businesses can ultimately enhance their overall performance while ensuring a satisfying experience for their clients.
What is Insightly?
Gain a deeper understanding of your customers and grow your business with Insightly. This powerful and intuitive customer relationship management (CRM) solution is designed specifically for small and medium-sized enterprises, enabling teams to increase sales, nurture relationships, and deliver projects on time. It offers smooth integrations with widely used applications such as Gmail, Office 365, and MailChimp. Furthermore, Insightly equips organizations with crucial tools to manage contacts throughout the sales journey, oversee customer interactions, and monitor their sales pipeline, along with numerous other features. By utilizing Insightly, companies can streamline their operations and enhance customer satisfaction, ultimately leading to greater success in their endeavors. Embracing this platform opens up new avenues for growth and efficiency, allowing businesses to thrive in a competitive landscape.
Integrations Supported
Agolix by Assessment Generator
Bookkeeper360
Canvass
Cloud4Wi
Enerflo
FullContact
GA Connector
GeoMaps
Interseller
Martini
API Availability
API Availability
Pricing Information
$79 per month
Free Trial Offered?
Pricing Information
$29.00/month/user
Plus - $29 per user per month
Professional -$49 per user per month
Enterprise - $99 per user per month
Professional -$49 per user per month
Enterprise - $99 per user per month
Free Version
Free Trial Offered?
Supported Platforms
SaaS
Supported Platforms
SaaS
Android
iPhone
iPad
Customer Service / Support
Web-Based Support
Customer Service / Support
Standard Support
Web-Based Support
Training Options
Webinars
Training Options
Documentation Hub
Webinars
Online Training
Company Facts
Organization Name
Accent Software
Date Founded
2003
Company Location
Australia
Company Website
www.accentsoftware.com.au/insyte-cloud/
Company Facts
Organization Name
Insightly
Date Founded
2010
Company Location
United States
Company Website
www.insightly.com
Categories and Features
Business Management
Not specified
Categories and Features
Business Management
CRM
Vendor Management
Construction CRM
Client Tracking
Contract Management
Forecasting
Project Management
Quote Management
Sales Management
Scheduling
Time Management
Contact Management
Activity Management
Appointment Management
Contact Database
Contact History
Contact Import/Export
Customer Pipeline
Email Marketing
Group Management
Interaction Tracking
Lead Management
Prospecting Tools
Sales Pipeline Management
Search / Filter
Segmentation
Shared Contacts
CRM
Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Segmentation
Social Media Integration
Task Management
Territory Management
Healthcare CRM
Patient Communications
Patient Management
Predictive Analytics
Lead Management
Activity Tracking
Lead Capture
Lead Distribution
Lead Nurturing
Lead Scoring
Lead Segmentation
Pipeline Management
Prospecting Tools
Source Tracking
Project Management
Agile Methodologies
Budget Management
Client Portal
Collaboration Tools
Cost-to-Completion Tracking
Customizable Templates
Gantt Charts
Idea Management
Kanban Board
Milestone Tracking
Portfolio Management
Resource Management
Time & Expense Tracking
Traditional Methodologies
Sales Enablement
Collaboration
Contact Management
Document Management
Goals / Quota Management
Lead Management
Meeting Management
Performance Management
Proposal Management
Sales Force Automation
Commission Management
Contact Management
Customer Database
Email Marketing
Field Sales Management
Lead Management
Opportunity Management
Performance Metrics
Proposal Generation
Referral Tracking
Sales Forecasting
Territory Management
Sales Forecasting
Dashboard
Dynamic Modeling
Graphical Data Presentation
Modeling & Simulation
Performance Metrics
Sales Trend Analysis
Statistical Analysis
Sales Tracking
Not specified
Task Management
Collaboration
Create Subtasks
Gamification
Mobile Access
Percent-Complete Tracking
Progress Tracking
Recurring Tasks
Reporting/Analytics
Spreadsheet View
Task Board View
Task Planning
Task Scheduling
Task Tracking
Time Tracking
To-Do List View