Insightly CRM software is a tool for customer relationships and project management. It can assist small businesses in developing customer and partner ties and vendor and supplier partnerships.

The system employs a sophisticated CRM approach with all the contact details, email history, and crucial dates.

Because automation features eliminate many repetitive chores, freeing up your sales force to focus on what they do best: selling.
By providing capabilities that allow for flexible data linkage, Insightly CRM makes mapping out and comprehending intricate client relationships easier.

Customers, emails, and other information can be “connected” to existing connections in your database. This enables you to discover who knows who and construct a clear picture of an organization’s structure and informal networks.

Key Features:

• Lead and Opportunity Management: Helps organizations track and manage their sales pipeline, including the ability to categorize leads, assign tasks, and set reminders.
• Project Management: Offers tools for managing projects and tasks, including team collaboration, task prioritization, and progress tracking.
• Email Integration: Allows users to send and receive emails directly from the Insightly platform and track email correspondence with customers.
• Custom Reporting: Provides the ability to create custom reports and dashboards to track performance and gain insights into key metrics.
• Contact Management: Centralizes information about customers and prospects in one place, including contact details, communication history, and activities.
• Mobile App: A mobile app is available for iOS and Android, providing users access to Insightly on the go.
• Integrations: Insightly integrates with a range of other tools, including Google Apps, Microsoft Office, and popular project management tools.

User Experience:

Insightly keeps tabs on the data that matters most about your leads, such as a detailed history of your marketing campaigns and communications (emails, chats, meetings, and tasks).

Real-time, automated lead routing ensures that salespeople are always following up on the best opportunities.

Using the business intelligence that is natively incorporated into Insightly, you can construct stunning data visualizations, discover insights, and track your progress toward achieving your objectives.

The dashboards and reports you and your team members create and share will be governed and secure by default, and you can build them with a simple drag-and-drop interface.

Pricing: 

Insightly offers three pricing plans:

• Plus ($29/Month) – (Lead management, Automated, customized emails, Email templates, Web-to-lead capture, Kanban view).
• Professional ($49/Month) – (Lead management, Automated, customized emails, Email templates, Web-to-lead capture, Kanban view, Lead management, Automated, customized emails, Email templates, Web-to-lead capture, Kanban view).
• Enterprise ($99/Month) – (Lead management, Automated, customized emails, Email templates, Web-to-lead capture, Kanban view, Lead management, Automated, customized emails, Email templates, Web-to-lead capture, Kanban view, Native Marketing and Service integration, Real-time connector to Marketing).

What I Like/Dislike | About Insightly:

Likes:

• Dashboard customization
• Third-party apps’ integration
• Workflow automation

Dislikes:

• No phone support
• Very limited free features

How Do I Choose a CRM Software?

Choosing CRM software is a big decision for any business. When choosing the right CRM software, you’ll want to make sure that you find one that’s as flexible and customizable as possible.

Most people start by searching Google for “best CRM software” or something similar, but these searches are often inaccurate because they don’t consider your business needs.

To get started on the right foot, here’s how to choose a CRM software:

Define Requirements

The first step to choosing the right CRM software is defining what you need from a CRM.
There are a lot of things that go into your business, and there are different types of software programs that can help you manage them.

The key here is knowing what each piece does and how it fits into your business model. For example: if 90% of your customers are on Facebook and Google Ads and only 5% use LinkedIn ads, then you may need a different platform. It is because they will need to have the specific features needed to target those customers effectively using their preferred methods (Facebook or Google).

It’s important to consider both current needs as well as future goals. We recommend taking the time upfront before starting any research process (or purchasing) so that everyone is involved in making decisions.

Determine the Business Process You Need to Support

CRM software vendors can sell you a wide range of products, but they all support different business processes. This is where your research comes in. Before shopping for solutions, you need to figure out what your business needs.

To do this, start by listing all the essential processes to your company and how they relate to each other. For example, you want to improve customer retention rates. In that case, it could be helpful if you understand which tasks within your organization touch on that process—and which ones aren’t related (or are tangential).

Create a Shortlist

When choosing CRM software, it’s important to create a shortlist of the vendors that offer all your requirements. This article aims to help you make that shortlist by providing the most important features and vendors for each requirement.

The final step in choosing a CRM vendor is selecting the one that best meets all your criteria to get down to business.

However, before we get into the nitty-gritty details on each of these things, let’s go over some background information about what CRM stands for first:

Narrow Your Shortlist by Identifying Which Features are Most Important

While there are several features that any CRM software should have, not all of them are equally important to your business.

We’ve outlined some common features below and provided some advice on narrowing down your shortlist by identifying which are most important for you.

Evaluate Price, Support, and Vendor Stability

You will want to make sure that you will be able to get support when you need it. Several things are important when considering this.

First, the CRM vendor should have a good reputation for providing support and responding quickly to issues with their software. In addition, they should have an active community of users who provide feedback about how well the company responds to issues in the software and whether it is easy for them or not, which can be helpful in your decision-making process.

Finally, ensure that your vendor is stable in terms of its longevity. This means ensuring they aren’t out of business or anything like that so that you can rely on them to continue their service without interruption.
You may also want to ask how long they’ve been around before using them as well, if possible, so there are no surprises down the road about what happens if something happens unexpectedly with one part or another within one company – make sure whoever has been around longer than others;

Conduct Demos and Trials

When evaluating potential CRM software solutions, it’s helpful to demo and try out the software for yourself. The best way to do this is by conducting a live demo with a sales representative from the vendor.

During your demo, you should ask about their support and customer service, user interface, features, and product roadmap.

By trying it yourself, you can only know if you’ll like their solution!
If you know you want a CRM but need help with what to look for, here’s how to find the best solution for your business.

To select the right CRM solution for your business, it is important to understand what CRM does and how it can help your organization. Then, it would be best if you determined what specific business process you will use your new software for. This will help you create a shortlist of the most appropriate solutions.

Once you have done this, narrow your list by identifying the most important features to implement in your company’s software solution. Finally, evaluate the price, support, and vendor stability as key factors when deciding which solution works best for you.
After all of that work has been done, demos and trials should be conducted with potential vendors to address any remaining questions about their product or service before making an actual purchase decision.

What are the Benefits of Using CRM Software?

A customer relationship management (CRM) system is software that helps businesses organize and manage their customer and prospect information.

A CRM system can help you track leads, understand your customers’ needs better, and monitor employees. In this article, we’ll explore some of the benefits of using CRM software so that you can decide if it’s right for your business.

Consolidates Customer Data

CRM software consolidates customer data, making tracking your customers and sales easier. You can also use it to keep track of employees, vendors, suppliers, and competitors.

With CRM software, you can also manage your projects and tasks. You can use it to create quotes and proposals, set budgets, track expenses, and better understand customers’ wants.

Organizes Your Business

CRM software helps you organize your business. It helps you manage and keep track of customers, sales, marketing campaigns, and more.
CRM software is an organized way to manage all of this information in one place so that it’s easily accessible whenever you need it.

You can also use CRM software to organize your sales pipeline by tracking the progress of new leads or opportunities through different stages in the sales process. This will help you see what stage each lead is at and how many prospects have been qualified for each stage.

Makes Your Business More Efficient

When you use a CRM system, it will help you to improve your business processes. This can make your business more efficient and productive. The CRM software will also help you to be organized and effective in your work.

Consider this example: You are a salesperson trying to sell products to customers over the phone or in person.

If there is no CRM system for tracking all of the leads, then it can be difficult for you or anyone in your team working on those leads to keep track of them all at once! However, with a good CRM system, every lead would have their own record with all relevant information about them (including email addresses and phone numbers).

Allows You to Sell in a Smarter Way

CRM software helps you understand your customers better and allows you to sell more smartly. With CRM, you can:

· Understand who is buying from you. By knowing which customers are purchasing from you, you’ll be able to tailor their experience with offers and discounts specific to them.

· Understand how your business is doing overall. CRM allows salespeople and executives alike to see what’s happening behind the scenes of their organization by monitoring key metrics like sales goals or pipeline segments that need attention.

· Understand the competitive landscape better than ever before. Through competitive intelligence reports, track competitor activity across multiple channels and customer buying patterns based on demographics or other variables.

It helps salespeople focus on key targets instead of wasting time on low-value leads like supermarket coupons (although these can still be useful for marketing purposes).

Turns Customers into Advocates of Your Brand

One of the benefits of using CRM software is that it turns customers into advocates for your brand.

Customers who feel valued are more likely to refer your business to others and buy from you again, which helps grow your customer base and reputation in the marketplace. The more advocates you have, the better you have at increasing sales and getting new leads from people interested in what you offer but have yet to learn much about it.

Tracking a customer’s activity can help provide valuable insight into their needs so that when they come back, they see something relevant instead of generic messaging that doesn’t serve them well.

Knowing what products or services they bought previously will also help provide recommendations based on like purchases.

Generates Reports that Help You Make Important Decisions

CRM software allows you to generate reports that help you make important business decisions easily. Reports are essential for understanding your customers and employees and comparing yourself against your competitors.

For example, a sales report can help you understand trends in your product sales over time. It also shows where there are opportunities for improvement by highlighting areas with low customer satisfaction, high call volume, or slow response rates.

A report on employee engagement could show which employees are most likely to leave the company next month based on their feedback scores from surveys or performance reviews.

How is CRM Software Great for Businesses?

CRM software is great for businesses of any size since it helps you track leads, better understand your customers’ needs, and monitor employees.
You can use CRM software to make important decisions that will help your business grow. For example, you can turn customers into advocates of your brand by sending them newsletters and promotions on behalf of the company they bought from you.

You can sell more smartly by using data analytics to find out which products are most popular with certain demographics or people with similar interests and lifestyles as those interested in buying what you’re selling now (or recently).

A Takeaway

CRM is a great tool for businesses of any size, but it’s especially beneficial for companies that want to optimize their marketing and sales efforts. CRM software can help you streamline your business processes, increase efficiency, and increase productivity when used properly.

The benefits of CRM software are clear: more efficient workflow, more leads generated through better customer insights, and better product recommendations based on previous purchases — these are just examples of how CRM can make your life easier as an entrepreneur.

Which Type of CRM do I Need?

The type of CRM you need depends on the nature of your business, the kind of customer interactions you’re dealing with, how many customers you have, and how much time you want to spend.

If your business deals with many complex customer interactions and products, a sophisticated CRM might suit you better than an entry-level one. If so, many types offer more features for larger organizations (e.g., Salesforce). Some examples are Zoho CRM and Insightly.
An entry-level option will suffice if your company has only a few dozen contacts but needs to track all stages, from lead generation through closing deals.

Can Custom Fields be added to My CRM?

Yes, you can add custom fields to your CRM. By creating a custom field and then adding it to the appropriate database, you’ll be able to track information important to your business.

To create a new custom field:

Click on “Custom Fields” in the left-hand menu bar of Salesforce and select “Create.” This will open up a wizard for setting up your new custom field. You’ll be prompted for some basic information about what kind of data this field is meant to track (text or number), how it’s going to appear on mobile devices, etc., then given two options for where you want this data stored within Salesforce:

· For this information not just disappear after every update cycle, I recommend choosing “Manageable under Field Groups.” Once done with these steps, it will appear in your list of available fields when creating new records using an object or account type like Contacts or Accounts – drag them into place!

Will your CRM integrate with my other software (like email, accounts, and marketing tools)?

This question is one of the most important ones to ask when choosing a CRM. The best CRM will be able to seamlessly connect with all of your current systems, including:
· Email
· Accounting software such as Quickbooks or Xero.
· Marketing tools like MailChimp or Hootsuite.
If you want to use a CRM that won’t integrate well with your existing systems, we recommend you choose another one.

Conclusion

In conclusion, many different CRM tools are available to help manage your business. These CRM tools can be useful if you have many clients or customers who need help keeping track of their information. The most important thing is to choose a CRM that fits your needs and budget!