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

This software has no reviews. Be the first to write a review.

Write a Review

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

Alternatives to Consider

  • InfoFlo Reviews & Ratings
    4.5 out of 5 stars 196 Ratings
    Company Website for InfoFlo
  • Creatio Reviews & Ratings
    4.6 out of 5 stars 589 Ratings
    Company Website for Creatio
  • Act! Reviews & Ratings
    4.0 out of 5 stars 555 Ratings
    Company Website for Act!
  • AestheticsPro Reviews & Ratings
    4.5 out of 5 stars 745 Ratings
    Company Website for AestheticsPro
  • Scotch Reviews & Ratings
    5.0 out of 5 stars 2 Ratings
    Company Website for Scotch
  • FirstPromoter Reviews & Ratings
    4.7 out of 5 stars 67 Ratings
    Company Website for FirstPromoter
  • Extole Reviews & Ratings
    4.8 out of 5 stars 71 Ratings
    Company Website for Extole
  • IUX Reviews & Ratings
    4.0 out of 5 stars 968 Ratings
    Company Website for IUX
  • KonstructIQ Reviews & Ratings
    4.8 out of 5 stars 7 Ratings
    Company Website for KonstructIQ
  • BrandMail Reviews & Ratings
    4.9 out of 5 stars 332 Ratings
    Company Website for BrandMail

What is isoratec?

Intuitive CRM serves as a valuable tool for healthcare sales teams, specifically tailored for home health care businesses. It ensures compliance with HIPAA regulations while providing free access to Medicare referral data for users in the United States. The platform features unique forms designed to generate genuine referrals in line with PDGM standards. Sales team performance can be evaluated based on various metrics, and users have the flexibility to modify any field as needed. An integrated calendar combines all essential scheduling functions, and the mobile application for iOS is fully functional even without an internet connection. Users can easily find nearby contacts, incorporate EHR systems, and monitor employee availability, including vacation and sick days. It also helps in calculating commissions and offers email marketing capabilities. To facilitate a smooth onboarding process for sales personnel, the platform includes embedded tutorials and supports multiple languages. Additionally, it provides comprehensive reporting tools and expense tracking functionalities, making it an all-inclusive solution for healthcare sales management. This CRM not only enhances operational efficiency but also empowers teams to achieve their sales targets more effectively.

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

Integrations Supported

ClayHR
FlowMate
Freshsuccess
FullContact
GPTBots.ai
Grow
LeadsBridge
MailUp
Pabbly Connect
QuarterOne
QuickBooks Online
Raklet
RegFox
SendGrid
Sugar Sell
Tidio
Truto
VICIdial
Web Insights
WiseTime

API Availability

API Availability

Pricing Information

$45.00/month/user
Price is for annual billing of 20 + users. Other flexible plans are available. Including no contract.
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
Free Version
Free Trial Offered?

Supported Platforms

SaaS
Android
iPhone
iPad

Supported Platforms

SaaS
Android
iPhone
iPad

Customer Service / Support

Standard Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Online Training

Training Options

Documentation Hub
Webinars
Online Training

Company Facts

Organization Name

Isoratec

Date Founded

2017

Company Location

United States

Company Website

www.isoratec.com

Company Facts

Organization Name

Insightly

Date Founded

2010

Company Location

United States

Company Website

www.insightly.com

Categories and Features

CRM

Calendar/Reminder System
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Mobile Access
Segmentation
Task Management
Territory Management

Healthcare CRM

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

Popular Alternatives

Trella Health CRM Reviews & Ratings

Trella Health CRM

Trella Health

Popular Alternatives

HubSpot CRM Reviews & Ratings

HubSpot CRM

HubSpot
4.6 out of 5 stars
Nutshell Reviews & Ratings

Nutshell

4.6 out of 5 stars
Lime Scribe Reviews & Ratings

Lime Scribe

Lime Health
Copper Reviews & Ratings

Copper

5.0 out of 5 stars
SurgyCRM Reviews & Ratings

SurgyCRM

Surgy Innovation Labs
Pipedrive Reviews & Ratings

Pipedrive

4.7 out of 5 stars
monday CRM Reviews & Ratings

monday CRM

monday.com
4.9 out of 5 stars