Keeping track of sales, especially if you have a diverse product line, can be a challenge. Yet, as any business owner knows, the more effectively you can track your sales, the more likely you are to make rather than lose money each quarter. Moreover, the greater the specificity of your sales tracking, the more likely you are to have the insights needed to ensure you’re making the right decisions at the right time in the right sales territory. Because no business owner can be everywhere all the time, to acquire this knowledge you need the right tools. Fortunately, today’s advanced CRM software options have the power to help business owners visualize, in real time, what products are selling, under what conditions and in the hands of which sales staff. In short, CRM software is ultimately about enhancing business owners’ insights and this is also precisely what makes Insightly a great option for anyone on the CRM software market.

With 850,000 users around the globe, Insightly is obviously already doing a great deal right. In a nutshell, starting at $12 per user per month (if billed annually), Insightly offers businesses of all sizes an expansive platform of applications to help support, drive, manage and analyze sales. Among its key features are applications for campaign management, contact management, project management, document management, lead management, social media integration, interaction tracking and email marketing. Over all, Whatasoftware’s investigation found that Insightly is a high performing and customizable CRM software option with great appeal for business owners small and large.

Usability. Insightly generally gets high marks for usability. It offers an intuitive interface that is easy to learn for nearly anyone who is already accustomed to using a computer or smartphone. In other words, Insightly is made for sales staff not techies.

Maintainability. Insightly is subject to regular updates, and Whatasoftware’s investigation found no reported problems.

Performance. It’s a high performance CRM software option that works well under pressure; notably, while Insightly is used by many small businesses, it performs effectively enough to be used by large businesses and enterprises as well.

Integration Ease. Insightly plays well with other applications, including accounting and email integration with familiar programs, such as QuickBooks, Xero, Gmail, Outlook and MailChimp.

Functionality. A highly functional CRM software option; Whatasoftware’s investigation found no reported problems.

Support. Customers generally give Insightly’s online and phone support staff top marks. In addition, with over 800,000 users worldwide, Insightly has an established online global community of users who are also a great source of peer-to-peer support.

Pros

Customers have a lot of great things to say about Insightly; the following features are what customers like best about this CRM software option:

• It is easy to integrate with other programs; email and accounting software integration are excellent.
• Sales staff praise Insightly’s intuitive drag-and-drop calendar and task features.
• The software offers outstanding lead management options to stay on top of prospective sales opportunities.
• Insightly’s reports option is another attractive feature; its advanced reports feature makes it easy to create customized reports on current sales; it also has the capacity to create detailed legacy reports to track sales over time.
• Insightly speaks many programming languages, including Java and Python, which further supports integration ease.

Cons

While generally praised as a great CRM option, there are a few things Insightly’s customers would like to see improve:

• In terms of pricing, Insightly does offer an affordable option ($12 per user per month) but this is for Insightly’s basic package only; more comprehensive packages run from $29 to $99 per month per user and for larger teams, the fees can add up.
• Due to the various packages offered by Insightly, small business customers report greater limitations (e.g., the inability to fully customized reports).