Insightly CRM Review 2023: Features, Pros & Products

Insightly software is a CRM (Customer Relationship Management) tool for all teams, businesses, and industries. It offers all the tools, products, and services needed to attract prospects, convert leads, build lasting customer relationships, and automate workflows.

The tool’s cloud-based nature ensures that the data collected is stored securely. It also prevents unauthorized access and modification of stored data. The user-friendly interface allows you to manage your customer relationships without requesting help every step of the way.

1. Team alignment

Insightly ensures that all team members understand their company’s goals and are present on a single platform to achieve them together. The Insightly platform aligns team members by helping them take steps that will streamline their sales pipeline, sell strategically, and make huge profits. While these happen, it also helps your team form a strong bond with its clients and customers.

Unlike other CRM tools, Insightly is flexible and customizable. This way, it contributes to your overall branding efforts. You can improve your image, set your company apart from its competitors, and increase your time-to-value.

2. Marketing Automation

Marketing plays a huge role in getting your products or services to your target customers. However, if it’s mishandled, it can lead to chaos capable of sinking your business. This is one of the issues Insightly seeks to avoid.

Insightly helps teams build impeccable marketing processes through its automation feature – Insightly Marketing. The service helps you;

• Build your Sales Pipeline

Insightly marketing automation tools help you engage with your audience and build your pipelines. It does this by helping you craft highly-converting emails and building effective landing pages.

Similarly, it helps you create a smooth journey for each customer. This automation feature lets you study customer behavior and maintain smooth communication after conversion. Furthermore, it allows dynamic list segmentation, helping you personalize content per prospect, lead, or customer.

• Measure

This software ensures effective measuring and reporting of your marketing effort. It helps you track your KPIs (Key Performance Indicators) and evaluate your campaign performance through its visualization features. Insightly Marketing also helps you integrate with other tools.

3. Customer Service

Give your customers a lovely experience through Insightly Service as they interact with your business. The service is famous for solving customer’s common pain points and providing quality support. It also helps with ticketing and providing customer health analytics.