Insightly Reviews & Ratings

Insightly

4.3 out of 5 stars

Ratings and Reviews 0 Ratings

Total 0 out of 5 stars
ease 0 out of 5 stars
features 0 out of 5 stars
design 0 out of 5 stars
support 0 out of 5 stars

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Ratings and Reviews 3 Ratings

Total 4.5 out of 5 stars
ease 4.5 out of 5 stars
features 5 out of 5 stars
design 5 out of 5 stars
support 4.5 out of 5 stars

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What is OutreachCRM?

For twenty years, we have supported businesses and organizations throughout New Zealand, which has endowed us with significant expertise in contact management. Established in Dunedin, NZ, Outreach Software Limited commenced its operations in 2002, focusing on online contact relationship management solutions specifically designed for small businesses. From its inception, OutreachCRM has been crafted as an easy-to-use online platform, allowing users to seamlessly track contacts, clients, customers, members, donors, and any other groups in need of management. With ease of use in mind, you can effortlessly add, manage, and oversee all vital information related to your contacts, customers, members, or donors. Capture essential and relevant data for your organization through customizable fields tailored to your needs. You can enter information using various methods such as drop-down lists, free text, multiple choice, or date fields. Additionally, you can categorize your contacts by grouping or tagging them, which enables you to create targeted contact lists, identify specific markets, or streamline communication with groups. By linking your contacts, you can also clarify the nature of each relationship, ensuring effective management and communication. Our commitment to innovation drives us to continually refine our solutions, adapting to the evolving needs of our clients in this ever-changing environment. We believe that by staying attuned to these changes, we will continue to enhance the value we deliver.

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.

Media

Media

Integrations Supported

BI Book
Bitium
Dasheroo
Emma
Flatly
Flow XO
Help Scout
Integry
LetterFriend
Martini
Microsoft Exchange
NUACOM
Peaka
Pure Chat
Stackreaction
TrueMail
Voiceowl
Zapier

API Availability

API Availability

Pricing Information

$50 per month

Pricing Information

$29.00/month/user
Plus - $29 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

Standard Support
Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Documentation Hub
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training

Company Facts

Organization Name

Outreach Software

Company Website

www.outreachcrm.co.nz

Company Facts

Organization Name

Insightly

Date Founded

2010

Company Location

United States

Company Website

www.insightly.com

Categories and Features

Contact Management

Activity Management
Contact Database
Contact History
Contact Import/Export
Group Management
Interaction Tracking
Sales Pipeline Management
Search / Filter
Segmentation
Shared Contacts

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

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