Insightly CRM helps companies to look for more in customer relationship than just transactions. This CRM helps companies to better understand their complex customer relationships through flexible record linking functionality. Insightly compared with [175 CRM] across [111 criteria] This CRM eliminates silos and time wasting activities to streamline business processes which help in closing deals faster. Insightly pricing and demo are the two main pillars or USP which the company rely on. The pricing is highly competitive and customised demo helps companies to assess their business requirements
Insightly pricing is designed in three different feature rich packs which helps business to grow keeping customer demands at its core. This CRM evolves as the business grow keeping business needs in mind. Insightly pricing is very dynamic and comes with three different plans for the business. Insightly pricing for first two users is totally free but features are limited.
- Free for 2 users
- Plus: $29 per user per month (billed annually)
- Professional: $49 per user per month (billed annually)
- Enterprise: $99 per user per month (billed annually)
The company provides free demo sessions either through website or a custom demo onsite. The customer can order for a customised demo according to the requirements. During this demo, Insightly shows how its solutions are best fit for the custom requirements of customer engagement needs. During the custom demo, customer will receive a free assessment of business needs and tips on how to use Insightly to increase productivity.
- Lead routing: Insightly imprints the most important lead knowledge, including a rich activity timeline of marketing campaign source, emails, phone calls, meetings, and tasks. Instinctively route leads to the right person, in real time, so sales reps follow up on leads while they’re still hot.
- Workflow automation: Generate complicated, multi-step business procedures with Insightly workflow automation. Dispatch email alerts, create or update records, build tasks for others when chances are won, and even implement custom business reasoning to sync external systems from SAP, Oracle, and others.
- Send, track, and save emails: Build and send emails from within Insightly in a few clicks, or send out mass emails to a list of contacts or leads with comfort. Insightly chases email delivery to customers in real-time and screens open and click statistics for all email templates—it even notifies when emails are opened.