How to Link Organization and Contact in Insightly Upload

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Learn how we calculate reviewer sentiment

Client information direction / contact management (306)

eight.8

Integration with electronic mail client (e.g., Outlook or Gmail) (286)

eight.vii

Opportunity management (281)

eight.four

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per month Up to 2 users

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$29.00

Deject

Per User/Per Month (billed annually)

Professional person

$49.00

Cloud

Per User/Per Calendar month (billed annually)

Entry-level set up fee?

• No setup fee

Offerings

• Costless Trial
• Free/Freemium Version
• Premium Consulting / Integration Services

What is Insightly ?

Insightly is an online unified platform that provides CRM and marketing automation solutions targeted at small and mid-sized businesses. Marketing automation is built on the same platform as Insightly CRM, and then client data flows freely between the ii systems in existent fourth dimension, giving users and their teams admission to actionable insights, faster. The vendor boasts over 1.5 million worldwide small and mid-size business Insightly users build relationships, generate quotes, accelerate sales and deliver projects, and state information technology is the #1 Gmail, Chiliad Suite & Outlook CRM.

According to the vendor, businesses use Insightly for:

• Human relationship linking
• Contact management
• Email tracking
• Lead management
• Opportunity management
• Quote generation
• Workflow automation
• Project direction
• Advanced reporting
• Mobile CRM app with business card scanning and sound notes

Additional Platform Features

• Localization/internationalization- Spanish, French, Portuguese, German, Italian
• Over xl app integrations including Gmail, Google Apps, Mailchimp, Box, QuickBooks Online, etc.

• Supported: Client data direction / contact direction
• Supported: Workflow management
• Supported: Territory management
• Supported: Opportunity direction
• Supported: Integration with email client (eastward.1000., Outlook or Gmail)
• Supported: Quote & order management
• Supported: Interaction tracking

• Supported: Lead direction
• Supported: Electronic mail marketing

• Supported: Task management
• Supported: Reporting

• Supported: Pipeline visualization
• Supported: Customizable reports

• Supported: Custom fields
• Supported: Custom objects
• Supported: API for custom integration

• Supported: Role-based user permissions
• Supported: Unmarried sign-on capability

• Supported: Marketing automation

• Supported: Mobile access

• Supported: AICPA SOC 2 Type 1 and Type 2 audited and accredited, and United states of america/European union Privacy Shield and US/Swiss Privacy Shield certified.
• Supported: Data import & export
• Supported: Two-gene Hallmark (2FA)
• Supported: SAML-based Single Sign-On (SSO)
• Supported: OAuth Unmarried Sign-On (SSO)
• Supported: Audit Logs

Insightly Screenshots

Insightly Videos

6 ways to personalize your Insightly CRM

Insightly & Thousand Suite/Google Apps CRM

Insightly for Projection Direction

Insightly Integrations

• QuickBooks Online
• Dropbox
• Mailchimp
• Xero
• Slack
• HubSpot Marketing Hub
• Adobe Marketo Engage
• Pardot
• Box
• Zapier
• PandaDoc
• Google Drive
• Evernote
• Gmail
• 1000 Suite/Google Apps
• Microsoft Office 365 & Outlook

Insightly Competitors

• Zoho CRM
• Zoho Projects
• Pipedrive
• Sugar Sell (SugarCRM)
• Zendesk Sell (formerly Base of operations CRM)
• Microsoft Dynamics 365 (formerly Microsoft Dynamics CRM)
• Salesforce

Insightly Technical Details

Deployment Types	SaaS
Operating Systems	Unspecified
Mobile Application	Apple tree iOS, Android
Supported Languages	English, French, Portuguese, Spanish, High german, Italian

What is Insightly?

Insightly is an online CRM solution targeted at small-scale and mid-sized businesses. It also provides project management, workflow automation, and reporting capabilities, along with 3rd-party integrations.

How much does Insightly toll?

Insightly starts at $0.

What are Insightly'south top competitors?

What is Insightly's best feature?

Reviewers rate Mobile access highest, with a score of eight.9.

Who uses Insightly?

The most common users of Insightly are from Pocket-size Businesses (one-l employees) and the Computer Software industry.

Ratings

Companies can't remove reviews or game the system. Hither's why

Pros and Cons

• Provides a platform to organize project information

• The platform shows the organizations and people involved with a project likewise as notes and emails; however, this expanse needs to reinstall a characteristic from the Classic Version that has been removed.

• Makes it easy for multiple employees to see what is happening with a project without long meetings or conversations.

• Please add together the box back in to Files that allows for easily removing multiple files. This feature was in the Classic version and has been removed. In the current version removing united nations-needed files is a very chunky monkey procedure and a primary reason I no longer recommend Insightly to others in my manufacture. Png's such as Facebook, LinkedIn, and Instagram used by many in my industry as part of an email signature are saved as carve up files along with quotes and documents I frequently demand to open. Information technology is extremely irritating to curlicue through many of these Png files to observe the one I desire to open up.

• I rate the instructional videos a C. They seldom cover my question and I find rooting around to solve my trouble better than using the customer service aid or Zendesk options.

• The information on Mailchimp Integration is very poor and I want to employ Mailchimp Marketing.

Pros and Cons

• Track leads. Adding contacts and sorting them based on the atomic number 82 phase is articulate and easy to do.

• Clean interface. It's piece of cake to use Insightly and show someone else how to employ it.

• Integrating with email. Emails are stored with the associated contact, making it helpful to view all communications inside Insightly

• Task/sorting stages. Calculation tasks creates a piddling banner and you can also change the stages. I found them a trivial redundant every bit a user

• Uploading contacts can be a little dull when done in bulk

Pros and Cons

• Like shooting fish in a barrel to navigate

• Easy to search

• Easy customizable reporting

• Mobile app

• Comeback on Dashboards

• Add time entry module for professional services firms

• Add billing module

Pros and Cons

• marketing automation

• pb generation

• customer segmentation

• sales opportunities

• more integration with emailing tools and software's

• content management

• more data security and power to safeguard it from external and malware attacks

• low toll of maintenance

Pros and Cons

• Very easy to utilize-you can showtime using it without a lot of feel

• Allows you to create groups or add tags to your contacts for more arrangement

• Gives the selection to upload electric current contact lists into the database rather than manually inbound

• Allows for adding social media profiles

• Allows you to create "custom" fields within your contact that are specific to your company

• It pulls contour pictures from Twitter profiles and they aren't usually good quality within the contour

• Information technology would be squeamish if in that location were more "standard" social media profiles included in the principal contact portion-rather than creating custom fields for others

• When creating tags, it would exist nice if they weren't case sensitive-which allows for duplicates to be created

Pros and Cons

• customer segmentation

• campaign blueprint

• bulk electronic mail sending

• email alerts to customers

• streamline various business processes

• platform user interface

• ability to conform to market place state of affairs while having campaigns

• deeply relieve information on cloud in compliant way

• reduction in maintenance and service cost

Pros and Cons

• Formatting of our pages

• Ease of Data Entry

• Task Tracking

• Queries

• Reports

• Without putting information in Notes, there is no way to maintain multiple fields' yearly information over several years.

• Would like to be able to edit (re-social club) the listing of List VIEW queries

• It would be bully if the STATE field had a dropdown with united states listed

• In NOTES, you tin can study on Comment count - It would exist nice yous could report on annotate count in TASKS besides

Pros and Cons

• Organization of tasks completed/ to-do

• Direction of sales and open projects

• Good app on the iPhone, mobile on the go

• Very little storage on the free version

• Bug with e-mail functionality, interference with Gmail login

• Wearisome graphic designs, slightly dated

Pros and Cons

• Integration with my business ecosystem which is Google

• Management of sales and project pipelines

• New interface is brilliant making using the system then much easier

• Could do with automated electronic mail linking

• Raising the record limit on the Bones version

• Reinstating the Basic version - The new entry-level price is too much for CRM newbies

Pros and Cons

• Keeps track of projects

• Keeps track of contacts for each project

• Like shooting fish in a barrel to change data is contacts change

• Mayhap add some editable entry points

Pros and Cons

• Captures Concern Cards

• Captures Leads

• Captures Opportunities

• Linking information

• Better Reports

Pros and Cons

• Inexpensive

• A make clean and user friendly interface that is piece of cake to navigate

• Reporting features are quite comprehensive

• Integration with G suite and other sales tools

• Workflow management is easy to prepare and makes collaboration elementary

• It lacks proper technical support. There aren't plenty technical resources online and their support squad isn't any assistance.

• It takes months for their team to go the bugs fixed and is incredibly wearisome coming out with updates.

• Lacks avant-garde features for contact management and opportunity direction.

Pros and Cons

• Contact Management

• Stages of Leads

• Marketing Automation

• Email Management

• Lead routing

• Workflow automation

Pros and Cons

• It is a cracking CRM tool that is very intuitive and makes information technology easy to manage opportunities.

• I similar that it can clearly prove activity on projects, schedule tasks, and finer manage directory contacts.

• I tin can automatically subscribe my leads to the email listing through the web forms provided by Insightly.

• They should add more multifariousness of task and sales functions, which has to be at the forefront.

• Although its cost may seem a bit expensive, it is pretty affordable compared to other programs and much more for what it offers.

Pros and Cons

• Practiced iPhone app

• Free option to try it

• Very simple intuitive interface

• Complimentary version has very limited storage

• No eye ground, either gratuitous or full price

Pros and Cons

• It'southward a simple place to archive and organize communications and materials for easier access downwardly the road.

• We have a project type for ads in our publication - so nosotros're able, at glance, to see all the ads in that publication in the order of their status – from not started to OK'd. It helps in non overlooking an advertisement and potentially failing to include it in the publication.

• Information technology gives u.s. I spot to find the best contact info for a customer that nosotros can update for everyone's admission whenever in that location's a alter.

• Conversion of an Opportunity to a Project doesn't bring the content of the Opportunity to the Project. Information technology does put a link to the Opportunity in the Project – but I would detect it more helpful to run into everything in 1 spot nether the project.

• It'south helpful that an e-mail linked to a project automatically puts file attachments under files...I but wish it wouldn't also bring over all the innocuous media icons/logos that ofttimes make upwardly the signature of an electronic mail.

• Clicking on a project link to an e-mail opens a screen for me to choose which Google account I'm using and so information technology opens a new browser tab for that projection. It would be preferable if it would simply punt and go with the Google account associated with the email AND not open up a fresh tab...that makes for lots of tabs after a while. Non a big deal.

Pros and Cons

• Integration with third party application (like MailChimp)

• Integration with agenda (inc. Google Calendar)

• Affordable price.

• Quite of comprehensive overview/statics of unlike metrics.

• There are many things should be washed better. Please meet their own help heart site https://support.insight.ly/hc/en-usa/community/topics

• It's quite frustrating how slow Insightly implements even simplest suggestions, if at all.

• The inteface and user logic could exist lot amend and userfriendly

• Doesn't give an overview of a contact or customer data as it could - needs excessive clicking between dissimilar views/tabs.

Pros and Cons

• Easy to utilise

• Strong client support

• Sorts opportunties efficiently

• Uploads contacts from excel/csv files quickly

• Merges with Gmail

• East-mail functionality is express (e-mailing to groups, and due east-mails let for html simply)

• Cannot email based on organization

Pros and Cons

• With this platform I tin get a articulate vision of the sales that are made within the visitor.

• It has an excellent project direction tool that allows me to organize my clients and sort them by categories.

• It has Gmail integration, thus existence able to send emails and assign personalized tasks to people without the need for the platform

• Information technology adapts to work needs, roofing user requirements since it is very easy to manage and track sales.

• I simply observe the integration with the Google application practical, with other platforms it is a chip complex to understand.

• The mobile version lacks many functions which are necessary to have a full port of this platform on the mobile.

• Keep data in a public cloud, this can be a security run a risk. They should be able to give a tool where you can shop the data privately and thus keep everything safe.

Pros and Cons

• Workflow automation

• Tracking emails

• Integrations

Pros and Cons

• Information technology helps us keep rails of new contacts.

• Share information with multiple users so if the contacts are updated we are able to open insightly and run into where a potential client is in our sales process.

• Assigning tasks is simple to exercise and cheque in insightly.

• We've had issues with contacts in insightly. We have problem integrating it with Google contacts and I'm non sure which is the bigger trouble.

• We utilize a programme with express data and have had some problems with running out of space. Every bit we've learned to use insightly amend that problem has disappeared, but when it hit us information technology was a big problem.

• The activity sets selection is a nice characteristic simply I plant it difficult to learn. The rest of insightly is fairly straightforward merely this took more time and functioned differently. Information technology'south worth taking the fourth dimension to learn simply I'd gauge the process could be simplified.

Pros and Cons

• Organizational, contact and opportunity management. We're able to store relevant data about all iii specific data areas. In particular, the progression of opportunities through custom phases is a big plus for us.

• Keen reports that are customizable to my department's needs.

• The easy user interface made the transition from our previous product relatively pain free for our users. Non to say what nosotros used, simply yous had to be a wise former 'sage' to employ it...

• Integration to Xero should allow u.s.a. to quote directly from Insightly, or be able to view our Xero quotes in Insightly.

• It would also exist keen to be able to rail quotes confronting a budget or target!

Pros and Cons

• Pb journey and smart tracking.

• Reporting.

• Automatic reporting.

• Software integration.

Pros and Cons

• Link between Sales and Project Managers

• Stages on opportunities

• Managing Leads

• Workflows for chore assignment

Pros and Cons

• Task management

• Organization

• Price

• Features

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Source: https://www.trustradius.com/products/insightly/reviews?qs=pros-and-cons

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