Insightly CRM for SMB: Review

Intended Users
Founded in 2010, Insightly CRM was created for use by SMB’s (Small and Medium Businesses) that have anywhere from 1 to 500 employees. This CRM system offers new features that will upgrade you from contact information on spreadsheets to a comprehensive customer relationship management system that has automated perks that could significantly help your SMB.

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Deployment
– Cloud, SaaS, Web
– Mobile: Android Native
– Mobile: iOS Native

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Training
– Documentation
– Live Online
– Webinars

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Support
– Online
– During Business Hours

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Features Included in All Plans
– Campaign Management
– Document Management
– Contact Management
– Email Marketing
– Interaction Tracking
– Lead Management
– Project Management
– Marketing Automation
– Referral Tracking

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– Territory Management
– Social Media Integration
– Reporting
– Event / Calendar Management
– Mass Email
– Email Templates
– Recycle Bin
– iPhone and Android Mobile Apps

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Integrations:
– Access to Insightly API
– G Suite
– Evernote
– Box
– Dropbox
– Google Drive

MailChimp Integration

MailChimp Integration

– Microsoft OneDrive
– Outlook 2013
– QuickBooks Online
– Office 365
– Xero
…and more! See: https://www.insightly.com/integrations/

Example of Xero Integration with Insightly

Example of Xero Integration with Insightly

Security and Support:
– Online Knowledge Base and Community
– Military Grade AES-256 Encryption
– Automatic Server Backups
– SOC 2 Compliant

No setup fees, no upgrade fees, and no contracts!

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Free Version
Before getting into the details of plans and pricing, there is a Free Version of Insightly available. Free for up to 2 Users, this plan offers the following:
– Up to 200 MB Storage
– Advanced Reports (maximum 10) – No scheduled reports, no smart alerts
– Email Templates (5)
– Mass Email (Maximum of 10 sent per day)
– 10 Custom Fields (2 per record type)
– 2,500 Records
– 500 Rows File Import Limit
– Online Knowledge Base and Community Q&A

You can get started with the Free Version here: https://accounts.insightly.com/

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Pricing
You have the option of choosing from 4 premium plans, starting at $12 per user / month.

Basic
Price: $12 per user/month (billed annually) OR $15 per user/month (billed monthly)
– Advanced Reports (Unlimited)
– Scheduled Reports
– Smart Alerts (Max. 5)
– Mobile App Business Card Scanner (5 cards per user/month)
– Email Templates (50)
– 50 Custom Fields (10 per record type)
– Mass Email (send 500 per day, max)
– 1 GB Storage
– 25K Records
– Email Support
– MailChimp Integrations
– Onboarding Sessions
– Google Contact
– Google Calendar Sync
– Microsoft Exchange Calendar Sync
– Custom Branding

Plus
Price: $29 per user/month (billed annually) OR $35 per user/month (billed monthly)
– MailChimp Auto-Importer (new feature)
– Advanced Reports (Unlimited)
– Scheduled Reports
– Smart Alerts (Max. 25)
– Mobile App Business Card Scanner (15 cards per user/month)
– Email Scheduling
– Email Templates (100)
– 10 GB
– 100K Records
– Mass Email (Send max 2,500 per day)
– 25,000 Rows File Import Limit
– MailChimp Integration
– Onboarding Sessions
– Google Contact
– Google Calendar Sync
– Microsoft Exchange Calendar Sync
– Custom Branding

Professional
Price: $49 per user/month (billed annually) OR $59 per user/month (billed monthly)
– Advanced Permissions (new feature)
– Lead Assignment Rules (new feature)
– MailChimp Auto-Importer (new feature)
– Advanced Reports (Unlimited)
– Scheduled Reports
– Smart Alerts (Max. 100)
– Mobile App Business Card Scanner (25 cards per user/month)
– Email Templates (Unlimited)
– Email Scheduling
– 500 Custom Fields (100 per record type)
– Mass Email (send max 5,000 per day)
– 100 GB Storage
– 50,000 Rows File Import Limit
– 250K Records
– Priority Email Support
– Onboarding Sessions
– MailChimp Integration
– Google Contact
– Google Calendar Sync
– Microsoft Exchange Calendar Sync
– Custom Branding

Enterprise
Price: $99 per user/month (billed annually) OR $129 per user/month (billed annually)
– Advanced Permissions (new feature)
– MailChimp Auto-Importer (new feature)
– Lead Assignment Rules (new feature)
– Advanced Reports (Unlimited)
– Smart Alerts (Max. 250)
– Scheduled Reports
– Mobile App Business Card Scanner (50 cards per user/month)
– Email Scheduling
– Email Templates (Unlimited)
– 1000 Custom Fields (200 per record type)
– 500K Records
– 250 GB Storage
– 50,000 Rows File Import Limit
– Priority Email Support
– MailChimp Integration
– Onboarding Sessions
– Google Contact
– Google Calendar Sync
– Microsoft Exchange Calendar Sync
– Custom Branding

Free Trial
To sign up for a free trial for any of the four plans above, simply visit the link below!
Insightly: https://accounts.insightly.com/?plan=trial

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