Insightly is an easy but powerful application for small firms to control their clients, contacts, events and plans. With integration to Google Apps and Outlook, and apps for iPhone/iPad, Android and mobile web, Insightly allows small market owners and organizations to be more productive and operate collectively and more simply either in the office or on the go.
Established in 2009 by Anthony Smith, Insightly is an affordable, powerful and easy-to-use CRM software application that is used by over 400,000 businesses worldwide. The software helps small businesses stay in touch with teammates, employees, and clients and provide a more streamlined and organized approach to handling crucial businesses and communications tasks. It also enables users to track projects, emails, orders, leads, notes, and milestones and features Google Apps Integration to make standard business tasks easier. Are you planning on using Insightly for managing projects and customer relationships? If so, follow these simple steps to get a free trial:
Enter https://www.insightly.com/ into the URL of your browser and explore the website to understand how to use the CRM software for successful project and customer-relationship management. Once figured out, click on the ‘Sign Up for a Free Trial’ option highlighted in red and positioned at the top right corner of the page to get started with the free trial process.
After clicking on the ‘Sign Up for a Free Trial’, you will be redirected to the ‘pricing’ page. Here you will find five different plans: Free, Basic, Plus, Professional, and Enterprise, each of which offers new upgrades and benefits. If you go with the free plan, you will get the most basic features. However, if you choose the more professional ones, you get a free 14-day trial to try out all features! So, click on the ‘Sign Up For a 14 Day Free Trial’ (highlighted in red) to move on with the signing up process and creating your free trial account.
For this step, all you have to do is enter your first name, last name, email address, organization name, the number of employees, type of business, and your phone number. Once completed, click on the next button to get your free trial and begin setting up your account!
Now that you got familiar with the tips mentioned above, obtaining a free trial at Insightly won’t be a problem.
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Cloudswave Score for Insightly
Rating based on 149 Critic Reviews
Easy yet powerful CRM software for everyday use. We've tried 3 different CRMs and this is the first one that meets our needs. It helps us manage leads and tasks associated with them. No learning curve.
Pros : - Email feature - Mobile app is the best app ever - Reminders - Email integrations
Cons : - No auto-save when creating leads, tasks, projects
Christopher Aguilar, on TrustRadius
Insightly Use Cases and Deployment ScopeI am a solo attorney without support staff. I particularly like the Insightly Gizmo that appears at the bottom of my incoming Gmail. It allows me to "touch it once" and make a Task List item when I first read the incoming email. I can then file the email in the client folder and remove it from my inbox. Similarly, I am able to set up a new "Opportunity" or potential new client from the initial email contact from that prospect. Then, I can attach links to the Opportunity to reference the Referrer, the Owner, etc. Also, when I send email to a representative of the potential client, particularly when I have attached documents, I use the unique bcc email address to direct that email to the Opportunity file within Insightly. The same process is true if/when the Opportunity is turned into a "Project" or new client. When a client telephones I can then click on the Project and see the history of our email communication and document delivery.
Pros : The Gmail Gizmo is a differentiating factor for me. Of most importance is the ability to set a Task with a reminder and details to describe what needs to be done.I like the ability to have email that I send to a client linked to that client's contact or Project.The are strengths for Insightly because they are efficient. I am operating without support staff. I chose to avoid hiring employees. Therefore, I replace people with technology. I can manage Tasks, Due dates, Contacts and Client
Cons : The only issue that I have experienced is that occasionally the Gmail gizmo does not appear at the bottom of incoming email. Not sure whether that is an Insightly issue, a Google server issue, or a bandwidth issue at my office. But, it is rare.
Stephanie Miles, on Appvita
What we liked:
• Insightly can help small businesses manage large batches of contacts
• Insightly provides both a macro and micro view of a user’s business
• The social media integration feature is useful when trying to research potential business contacts
• Users can track all correspondence by linking their email accounts to Insightly
What we didn’t like:
• Insightly doesn’t allow users to update existing contact records during an import
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