We originally developed Insightly as a CRM and project management application for consulting and service companies that don’t use CRMs in a traditional B2B sales model. As our original customers have grown and demand for Insightly has expanded among larger organizations and enterprise divisions, we recognize the need to provide functionality that specifically supports sales organizations, but without the added expense. Insightly will continue to add features and plans that support our users at every stage of their business. That’s why over the course of this year you’ll see several new features to support the needs of sales professionals including:
- Lead Management – quickly import, tag and assign leads within Insightly. Users can review lead source, rating, industry and number of employees, as well as lead status. Available now.
- Insightly Business Card Scanner – available for both iOS and Android, Insightly Business Card Scanner allows users to quickly scan, save, tag and set permissions for a single business card or a batch of cards. Once saved, scanned card details are transcribed from image to text and verified by real people for accuracy. Coming later this month.
- Mass Email – with this feature, users can now “mass email” a group of customers or leads directly from Insightly, eliminating the need to export email addresses and switch to an email application. Available later this month.
- Email Templates – users will also be able to create email templates or customize pre-built templates directly in Insightly. To be released with Mass Email later this month.
Our new pricing and plans start as low as $12 per user per month. In addition to our popular free account, Insightly customers can now choose from four unique plans and price points suitable for growing small businesses, as well as departments within larger organizations. Regardless of a business’ size, there is an Insightly plan that fits its budget and meets its needs.
All our plans support unlimited users, custom branding, Google contact calendar sync, Office 365 and Outlook calendar sync, and integrations with MailChimp and Quickbooks Online. Users also benefit from the trusted service we’re known for, including our comprehensive knowledgebase, onboarding materials and responsive email support.
Small or large, every business can benefit from our intuitive online CRM. Want to know how?
Try us out with a 14-day free trial.
