TechnologyAdvice Product Spotlight: Insightly
The following summary post is from TechnologyAdvice.com, a website providing coverage content on crm software tools, the best customer relationship management software, lead management platforms, and much more.
In this product spotlight video, Insightly’s own Megan Roth spoke with Josh Bland of TechnologyAdvice. As a Marketing Manager with Insightly, Megan provided details on what Insightly does, how they strive to see businesses succeed, and what they specifically offer to help their clients.
Megan succinctly described Insightly’s purpose in one sentence: “Insightly CRM provides businesses a way to track their contacts, communication, sales, projects, tasks, and documents in one easy to use platform that is available via the web and mobile.”
When asked about what separates Insightly from similar CRM software providers, Megan gave two broad answers and six specific answers. They focus on how Insightly was “built to be easy to use, yet customizable and very powerful.” To that end, they want to make sure:
- All business, even those that don’t have resources to manage a system or time and money to invest in product training, can get up and running fast.
- It’s as easy to use as possible yet substantial enough to keep up with businesses as they grow.
- Integrations are a strong focus.
- The CRM is integrated with project management capabilities.
She also pointed to the fact that Insightly has over 800,000 customers so it’s important they make the platform fit businesses of all sizes.
When asked about Insightly’s ideal customer, Megan said they seek out companies that have about 50-300 employees. She also went on to say that Insightly has a strong following of customers in the service industry, “because we have project management capabilities included in our platform.”
Megan also relayed Insightly’s affordable, tiered pricing model that’s similar to many other current SaaS solutions:
- $12 per user per month.
- 14-day free trial of paid plan.
- Free plan for businesses up to 2 users.
When asked about best practices for Insightly, Megan replied that they “really stress finding the best CRM that will be fully utilized by your company.” In other words, they want users to take some time to plan before implementation. Users should list their goals and talk to their team about how they’ll use a CRM, and make sure they know how they’ll assess and measure the goals for the CRM after implementation. Lastly, Megan added users should import their contacts, since Insightly is customer relationship management, after all.
Regarding possible limitations to their software, Megan relayed that “sometimes we trade off more complicated features for ones that fit our customer requirements,” circling back to Insightly’s best practice: the best CRM is the one that is used.
Megan went on to add: People tend to think of CRM software as very technical and complicated, so we wanted to make sure Insightly is not a system you can get lost in. As we grow we’re adding more features to the product but luckily we have great integration partners that fill in gaps because they want to provide services to our customers.
To find out more about Insightly’s CRM capabilities or for a personalized product recommendation, check out the product selection tool at TechnologyAdvice.com
And if you’d like to test drive Insightly’s features and see if it’s a good fit for you, sign up for a 14-day free trial.
