INSIGHTLT DEMO 

https://www.youtube.com/watch?v=IOn38zeSxfg
1. WHAT IS INSIGHTLY?
Insightly-CRM is today's leading cloud-based application, built for businesses of all sizes. This
app provides customer interaction management services and sales projects for businesses.
The Insightly platform is flexible, customizable and accessible through web browsers and
mobile apps.

PROS CONS
Fluid and dynamic design Insightly's move to the mid market product
might price it out of SMBs consideration
Powerful range of functionality with built-in
project management chops Support costs extra for leads
Extensive integration options

Pricing:
Insightly CRM is offered in three pricing tiers: Plus, Professional, and Enterprise.

Tiers (tier) Price (price) Note

Plus $29 per user per month billed  

annually

Professional $49 per user per month The Professional and

Enterprise plans feature three
additional options with
custom pricing: customized
success plan, professional
services, and developer API
support.

Enterprise $99 per user per month  

-        Curious SMBs can    

avail of a 14-day free
trial to try the service
 

 
-        Insightly CRM's Plus level gives users the ability to work from any device and collaborate
across the company with google G-Suite and Google Documents integration. If lead
 management, automatic duplicate detection, bulk emailing, multiple email sample selections,
and automatic social profile enrichment are features that bring value to your company, then
insightly CRM's Plus level is in line. Level Plus includes 2,500 emails per day, 10 gigabytes
(GB) of storage, 100,000 records, and 250 custom fields.
-        Professional Level ($49 per user per month), feature expansion is set up by helping
businesses find and manage leads, sell more efficiently, and integrate with a smart business
platform (BI) with built-in BI dashboards and 100 customizable details in real-time
cards. The Professional level also offers the ability to complete workflow automation as well
as create custom objects. Add unlimited roles and permissions as well as configurable page
configurations and layouts, and configurable webhooks to integrate with third-party
services. Professional level limited to 100 GB of storage, 5,000 emails, 500 custom fields
and 250,000 records
-        Enterprise$99 per user per month ($129 monthly) provides companies larger than 250 GB of
storage, 10,000 emails, 1,000 custom fields, and 500,000 records. The Professional and
Enterprise packages have three additional options at custom prices: custom success
packages, professional service, and developer API support.
USER EXPERIENCE
-        The interface is friendly and intuitive. Simulate the user interface and the godfather of
today's popular social media services such as FB, as well as The Blanket As a Service (Saas)
solutions.
-        Flexible change window size
-        Widgets are arranged flexibly easy to manipulate and organize.
-        Color chart showing for different items
-        The navigation table links you to tasks, contacts, organizations, leads, opportunities, projects,
emails, and team reports.
-        List view allows users to be customized.
-        Real-time notifications can be received in a web application
SOME FEATURES
1. Build stronger relationships.
Link the relationship between the business and their customers.
Map and better understand customer relationships through a flexible profile linking function.
2. Streamlining business processes
-        Modeling, capturing, and managing data: the most useful feature of a lead management tool
is the ability to automate initial feedback so that you can reach as many customers as
possible at the same time.
-        Build and deploy custom applications
-        Design dashboards and track important indicators
-        Rich reporting integration: create reports by user, organization, category, etc.
3. Work from anywhere: Manage things on the go with mobile apps for both Android and iOS.
-        Scan business cards: download all contact information from any business card
-        Update projects in real time
4. Security
-        Independently assessed for SOC 2 Type II compliance
-        Sign in once through industry standard authentication protocols
-        Supports two-factor authentication
-        Encrypt data when forwarding and in a resting state
-        Protect european union/U.S. privacy and GDPR compliance.
BENEFIT
-        Lead Routing: Deeply track the most relevant leads information, including the rich
operational progress of marketing campaign sources, emails, phone calls, meetings, and
tasks. Automatically route potential customers to the right people, in real time, so sales reps
keep track of potential customers while they're still hot.
-        Workflow Automation: Create complex multi-step business processes with Insightly
workflow automation. Send alerts via email, create or update profiles, create tasks for others
when winning opportunities, and even execute custom business logic to synchronize external
systems from SAP, Oracle, and others. For example, you can arrange to automatically send
emails to all newly created leads and send a follow-up message a week later if they don't
respond.
-        Send, track, and save emails: Create and send emails from within Insightly with a few
clicks or send bulk emails to contact lists or potential customers easily. Track emails to
customers in detail in real time, and track open-and-click stats for all email templates — it
even notifies you when the email is opened.