Insightly: CRM, Project Management, And More

Insightly is a CRM and project management application for small businesses that offers something for sales and marketing teams, and business owners. Insightly takes the pain out of tracking work time and following all customer or project-related activity in one place.

Insightly for Android allows you to call, email, text message and map your contacts on the go, enabling you to update and assign tasks, and manage your contacts, opportunities and projects. You can view emails shared by others in your team and set direct relationships between contacts, opportunities, projects and organizations. Whenever you make changes in Insightly for Android they are instantly synced with the Insightly web app.

Put the customer first

Insightly is ideal for businesses that need to deal with the vital task of managing leads, contacts, organizations, partners, vendors and suppliers. Insightly has an efficient customer management system which allows you to see everything about a lead or a contact from background, email history and important dates, to any projects or opportunities in which they have participated.

Insightly is an excellent option for those that need lead management, contact management, calendaring and events, as well as mass email and email templates.

Insightly for Android does a good job of helping you track communication with clients and customers.

Insightly for Android does a good job of helping you track communication with clients and customers.

The Project Management features in Insightly are very well organized. With the project overview screen you can see recent activity on any project, and track project performance against milestones over time. With Insightly’s integrated project management features you can create milestones, pipelines and tasks for projects, receive automatic email reminders, and view completed tasks and events by project.

Generate reports

Insightly’s reporting functionality includes nine reports centered around sales opportunities and one around completed activities (tasks and events).

You can use the reports to discover the most important information for your business, including the number of opportunities created by each sales person, which of your sales people closed the most opportunities in the last month, the main reasons for losing business, which clients contribute most to your revenue, and which user completed the most tasks.

These reports help you to better funnel your sales pipeline. You can use Insightly to manage potential business in your funnel and create opportunities, assess the probability of winning, and forecast closure dates. The opportunity reports give a top-down view of how your business is doing so that you can identify the best performing products and marketing lines.

Insightly gives detailed stats on your sales pipeline including the probability of sealing the deal.

Insightly gives detailed stats on your sales pipeline including the probability of sealing the deal.

Xero integration

When it comes to invoicing and billing, everything can be handled through Xero. All of your prospect, customer, and partner information is used by Insightlly to help you instantly create Xero invoices directly within Insightly.

Insightly features particularly good social media integration too. You simply have to enter a contact’s email address and Insightly detects every social media profile related to that email address. You can also view Twitter content and your contact’s public LinkedIn profile within Insightly along with Facebook, Google+, FourSquare, Picasa, Klout and pretty much any other social media channel where the contact has participated.

Get set for success

Insightly is generally easy to use, but if you’re implementing it in a large team, it may be worth using Insightly’s training service. Insightly has customer success specialists that will guide you through the setup process, and even train your team on using the application.

You can even use Insightly for free if there are less than two users and the mobile app is free. According to a survey of over 1,000 users by Insightly, the app pays for itself very quickly, with 67% of customers paying back their investment in Insightly within 1-3 months or less. 41% of customers apparently improved productivity or organization with Insightly and 45% of customers run their business more efficiently with Insightly.

Conclusion

Since you can use Insightly for free for less than two users, you’ve got nothing to lose by giving it a go and seeing if it can boost your company’s sales and productivity. You can find out more about the app here.

Have you used Insightly before? What do you think of the Android app? Do you prefer to use separate CRM and project management apps, or do you like the convenience of having everything in one place?

 


Summary

Excellent CRM and project management app for small businesses

8