Technology

What Is Insightly? Best Features, Pricing, Pros, Cons, And Alternatives

Soumava Goswami

Technology

Published on: Jul 19, 2023 Last Updated on: Jan 24, 2025

Insightly CRM is a useful software system for real estate, sales operations, and startups. This CRM and lead management software is based on the cloud and can help your business to improve its flow and organization. This software comes with a collection of helpful and effective marketing tools. If you are looking for marketing automation and better lead management, go for Insightly.

In this article, you will get a general review of Insightly, as well as the plans and pricing options of the software system. Furthermore, we will also discuss all the major features of the software and then help you determine whether this software system is helpful for your business or not. Finally, we will also share with you the major pros and cons of Insightly.

Insightly – A General Review Of The CRM

Insightly is a CRM that is based on the cloud and also consists of a pipeline management tool, which can make it easy for your teams to collaborate and work with each other better. You will also get reports and analytics on simple, easy-to-read, and brightly colored charts.

Furthermore, you also have the option to customize your dashboard as per your needs and demands so that you can have better access to data. This can help you gain a better and quicker understanding. If you want a reliable project management tool within your CRM software, then Insightly can be a great option for you.

As a review on Fool.com rightly puts it –

“Insightly is a CRM software for small and medium business owners who want to improve the way they manage leads, projects, and sales. If this is an area where your business struggles, then Insightly offers value and convenience.”

This software platform allows you to integrate your sales automation processes with project management. You will get a variety of tools for a variety of work in your business. The software platform is a good option for small and medium-sized businesses that are looking for a CRM where they can track their leads better and carry out opportunity management effectively.

Insightly Pricing And Plans

With Insightly, according to Forbes Advisor,

“Depending on which plan you choose, you can streamline a variety of pipelines, tasks and workflows, whether for sales and marketing teams or for general project management.”

The following are the plans of Insightly:

Plans	Monthly Pricing	Yearly Pricing	Maximum Users
Free	$0	$0	2
Plus	$35 per user per month	$29 per user per month	Unlimited
Professional	$59 per user per month	$49 per user per month	Unlimited
Enterprise	$129 per user per month	$99 per user per month	Unlimited

In addition to that, if you are an interested user, you can also check out a 14-day free trial, which can get you a good idea of what the software system consists of.

What Are The Major Features Of Insightly?

This is what FitSmallBusiness.com says about the features of Insightly,

“This platform helps you manage sales opportunities more efficiently by providing a system for tracking all the pipeline stages and custom fields under each deal.”

The following are the major features of Insightly that you must understand:

Top-end contact and organization management
Ease of usage and easy customization of the software.
Bright, highly customizable, and catchy Insightly analytics and reports.
Better lead management, opportunity management, assignment, and routing.
Many email templates with mass emailing features.
Automation of workflow on any type of project
Ability to integrate with third-party software systems.

Can Insightly CRM Be A Good Addition To Your Business?

There are a few things that set Insightly apart. According to a review by Forbes Advisor,

“The project runway really sets Insightly apart from other CRMs. This tool visually displays any project’s location on the runway. Users can create custom fields segmenting projects for completion so that there is a uniform way to guide anyone through a project.”

Such factors can make it easier for your business teams to work and coordinate better with each other. Here, a team can have a better idea of what the next step is and what course of action is needed for the completion of any project. Apart from that, it gives users get better access to what tasks they have in hand at the moment.

Insightly – What Are Its Pros And Cons?

Like every software system, Insightly also has its pros and cons that one must need to be aware of before buying. This is important for you as you can understand what to expect from this software system. Here are the top pros and cons:

Pros Of Insightly

The following are some of the major pros of Insightly that are likely to benefit your organization:

After Insightly Login, you can easily carry out lead management and manage your projects and contacts. All these features are available on every plan.
The mass emailing option is available with all the plans.
You can customize your dashboard on the top two plans. The sales workflows are also highly customizable.
Integrates amazingly with third-party software systems and applications.
Easy automation of workflows, tasks, reports, emails, etc.
The mobile app allows real-time synchronization of data.
Contains excellent tools for project management purposes.
There is a perpetual free plan for up to two users.
Customer support is proactive and does a fantastic job of resolving any issue.

Cons Of Insightly

The following are a few cons of Insightly CRM, which you must know so that you can prepare yourself in that regard:

The top-end marketing features are available only for the higher tier plans.
Many people faced a break in integrations.
Only the expensive plans contain the workflow automation feature.
There is an additional fee for phone support.
The report customization options are limited.
Limited record and storage for the free plan.
Call routing and a built-in dialer are only available as add-ons to the base plan.

Wrapping Up

As you can see, Insightly is a useful software system with a large number of features that can help you enhance your CRM, lead management, and sales processes. Furthermore, it can also help you to increase your productivity. What are your reviews of Insightly? Share your views in the comments section below.

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Soumava Goswami

Inspired by The Social Network, Soumava loves to find ways to make small businesses successful – he spends most of his time analyzing case studies of successful small businesses. With 5+ years of experience in flourishing with a small MarTech company, he knows countless tricks that work in favor of small businesses. His keen interest in finance is what fuels his passion for giving the best advice for small business operations. He loves to invest his time familiarizing himself with the latest business trends and brainstorming ways to apply them. From handling customer feedback to making the right business decisions, you’ll find all the answers with him!

Beyond Stickies: Innovative Note-Taking Apps For Mac Enthusiasts

Apple’s humble Stickies application has served Mac users well. It has allowed users to quickly record an idea, save essential details, create a reminder, or keep critical information visible on the screen while they work. Although it does the job, the Stickies app may feel clumsy because it is a decade-old application that hasn’t received any significant updates in recent years. Therefore, it is natural for Mac users to feel they deserve more, and they do. Fortunately, there’s a vibrant ecosystem of note-taking applications waiting to be explored. You don’t have to singularly rely on Stickies to ignite your creativity and streamline your workflow. Let’s take a look into a world beyond Stickies. Unclutter Do you want a personal productivity sidekick? Unclutter comes to mind. It lends a hand without getting in the way. You can stick the notes above the desktop and access them whenever you want with a single gesture. If you need to revisit something you had copied a while ago, you can dip into the Clipboard History. With Unclutter’s Quick Notes, you can instantly jot down something that is going on in your mind or something you heard during a meeting without opening a full-fledged text editor. There’s also the File Hub for all those random files that keep multiplying on your desktop. Hence, you don’t have to frantically search for them anymore. Post-It Post-It is another popular sticky notes application that gives competition to Apple’s Stickies. This software has got your back, whether you are great at collaboration and teamwork or need a push for your to-dos. With this application, you can maintain your momentum while working or distance learning as a student. The software is capable of generating ideas with coworkers or organizing homework for your teachers. You can even create eye-catching, vibrant calendars and give them to your friends. To make the note interactive, you can add photos. When it comes to sharing, this software gets along with everyone. You can export all your notes without a fuss to your preferred cloud services or third-party programs, such as iCloud, Trello, Miro, etc. Bear Do you love the elegance of plain text but want richer formatting? This is where Bear comes to the rescue. This is a stunning application that harnesses the power of Markdown. It allows users to style their notes with simple, effortless keystrokes. You can create nested lists, drag and drop pictures, and even embed code snippets with a lot of ease. The user-friendly, minimalist interface and dark theme of Bear offer a distraction-free zone for crafting code, prose, or anything that comes to your mind. Whether you are a programmer conjuring algorithms or a novelist weaving intricate thoughts and worlds, Bear can be your trusted sidekick. Ulysses Are you a long-form writing enthusiast? When it comes to crafting prose, Ulysses is your best friend. This is a user-friendly, elegant application offering distraction-free writing modes. It provides focus goals so you can stay on track. Also, the app comes packed with organizational tools so you can structure your next magnum opus. Sheets is a fascinating feature of Ulysses that helps break down one’s writing into easily readable, manageable chunks. There’s the goal board that keeps the vision front and center so users never feel lost in their mission. With Ulysses, you can instantly say goodbye to all the clunky word processors and enjoy the minimalist beauty of this application. Allow your words to flow freely! Evernote Does Evernote need an introduction? This has become one of the most widely used note-taking applications in recent years. The latest iteration of the application deserves a standing ovation because it has reinvented itself by offering robust organizational tools and a sleek interface. The app even allows for cross-platform syncing. Within the expansive world of Evernote, you can create to-do lists, capture audio notes, scan documents, and clip web pages. The application is ideal for professionals, students, and anyone juggling several projects simultaneously. Read Also: Higher Education And Business Triumph: What’s The Connection? Obsidian Obsidian is more than a note-taking application. It is a knowledge palace that is waiting to be built. The mind-blowing application leverages linking notes to create a web of interconnected ideas. Although each note has a separate identity, they can be seamlessly connected to each other through bi-directional links. The links can be discovered visually. The application is ideal for students, researchers, and anyone who loves mapping out complicated ideas and forging intellectual connections. Notability Notability is another excellent application for Mac users. But it is not merely a note-taking application. The tool captures the entire thought process. It seamlessly blends typed text, sketches, handwritten notes, pictures, and even audio recordings in a single note. Users can unleash their creative side by importing web pages, annotating PDFs, and doodle diagrams. Conclusion So, these are some popular note-taking applications you can consider if you are seeking something better than Stickies. Read Also: The Resources You Need To Start Your Business How To Start A Business In 2021 – Best Business Strategies Everything Any Entrepreneur Needs To Know Before Starting A Business

how Cloud-Based Management Software Enhances Team Collaboration For HR Managers Who Work Remotely

Remote work has completely transformed the way industries operate, and Human Resources (HR) is no exception. HR managers find themselves at the forefront of a paradigm shift in how teams collaborate and thrive. As the traditional office space gives way to dispersed virtual environments, the need for seamless and efficient communication becomes paramount. Enter the game-changer: cloud-based management software. What Is Cloud-Based Management Software? Cloud-based HR manager software, or Software as a Service (SaaS), refers to tools and platforms that enable users to access, store, and manage data remotely through the Internet. These innovative systems operate on a subscription model, offering organizations enhanced flexibility and scalability to meet their evolving needs. With cloud-based management software, HR managers can streamline various tasks, including efficient recruitment processes, seamless onboarding experiences, effective performance management, and fostering employee engagement. Remote Work And HR Management The concept of remote work has gained significant traction in recent years, particularly with the rise of technologies that enable teams to collaborate virtually. As HR managers navigate this new era, they face unique challenges, such as maintaining employee engagement and monitoring performance from a distance. This shift in work dynamics has led to the demand for innovative solutions to address these challenges effectively. In response to this need, cloud-based management software has emerged as a game-changer. Cloud-based management tools provide HR managers with accessible, scalable, and secure solutions, empowering them to easily work remotely. Imagine being able to access your work from anywhere, at any time, and on any device with an internet connection. This level of flexibility ensures that remote HR teams can seamlessly continue operations, no matter the time zone or geographical constraints they face. With the rise of remote work, these tools have become indispensable in managing and tracking employee data, facilitating communication, streamlining workflows, and so much more. Streamlined Team Communication Cloud-based management software revolutionizes the way teams collaborate by enabling real-time collaboration through shared databases. This powerful feature not only facilitates quick and efficient access to information for team members but also enhances the overall productivity and efficiency of the team. With the ability to leverage cloud-based tools, HR managers can effortlessly stay updated on critical tasks and seamlessly share data with their team members in real time. This streamlined communication process is particularly advantageous for remote teams, as it eliminates the need for constant back-and-forth emails and minimizes potential miscommunication, leading to smoother workflows and improved team cohesion. Embracing cloud-based management software empowers teams to work more seamlessly together, fostering greater collaboration and ultimately driving better outcomes for the organization as a whole. Centralized Employee Data Management One of HR managers' most significant challenges working remotely is efficiently managing employee data. This includes storing and organizing information and ensuring its accessibility and security. Using cloud-based management software, all employee data is securely stored in a centralized database that can be accessed by authorized team members from anywhere. This feature eliminates the need for physical files and in-person meetings, making tracking and analyzing employee performance, leaves, benefits, and other critical data easier. Additionally, the software provides advanced data management capabilities, such as automated notifications and reminders, customizable reports, and seamless integration with other HR systems. These added features enhance efficiency and streamline HR processes, enabling HR managers to focus on strategic initiatives and employee engagement, even while working remotely. Enhanced Workflow Automation HR teams, with their multitude of tasks, often find themselves juggling multiple responsibilities simultaneously. However, the advent of cloud-based management tools has brought forth a new era of efficiency and accuracy. Take, for instance, the process of employee onboarding. Using automated workflows, team members can be promptly notified of upcoming tasks and deadlines, ensuring a seamless and error-free onboarding experience. This not only reduces potential delays but also minimizes the risk of any errors creeping into the process. Collaboration In Real-Time With the implementation of cloud-based management software, HR managers can effortlessly collaborate with their teams and seamlessly work on projects in real-time. This groundbreaking feature eliminates the need for constant back-and-forth communication via email or phone calls. It empowers team members to simultaneously view, edit, and provide valuable comments on documents while ensuring version control. As a result, productivity is significantly enhanced by streamlining communication and eradicating any potential delays caused by waiting for responses. The efficiency and effectiveness of the workflow are optimized, allowing for a more seamless and productive work environment. Data Analytics For Informed Decision-Making Cloud-based management software empowers HR managers with valuable insights through robust data analytics. They can gain a comprehensive view of workforce trends, employee performance, and engagement metrics. This centralized data collection from various HR processes allows for a holistic understanding of the remote team's dynamics. With this in-depth knowledge, HR managers can make informed decisions that contribute to the team's overall success well-being, and productivity. Final Thoughts Remote work is here to stay, and with it comes the need for efficient collaboration tools. For HR managers, cloud-based management software offers versatile solutions to streamline processes and enhance teamwork. As the remote work trend continues to grow, HR teams need to embrace these tools to stay ahead of the curve and maximize their potential in managing remote employees. With the right cloud-based management software, HR managers can effectively manage teams and improve efficiency and productivity while adapting to the ever-changing landscape of remote work. If you are an HR manager looking to enhance team collaboration remotely, consider using cloud-based management tools today! Read Also: Top Signs Your Boss Is Threatened By You Effective Ways To Track Your Employees’ Work Is Natural Gas Distribution A Good Career Path?

What Is Infusionsoft By Keap? – Let’s Discuss The Best Features, Alternatives, And More

Infusionsoft CRM is a customer relationship management software. It is now known as Keap. The software system is best suited for small business owners and startups. It is not an advanced CRM and hence is for someone that is new to the category. The software platform allows you to combine sales and marketing automation processes, which can be quite useful for new eCommerce businesses. The first part of this article consists of a general review of Keap, and secondly, we will show you the plans and pricing of the software platform. Next up, we will look at the major features of Keap, and you will understand whether Keap is a good all-in-one solution for your business or not. Finally, we will discuss the major pros and cons of Keap, followed by some Keap (Infusionsoft) alternatives. Keap (Infusionsoft) - A General Overview Once you do an Infusionsoft Login (or Keap Login), you will come across a lot of features, and you will find amazing customization options. This shall help you personalize the software as per the needs of your business. It can streamline your lead management and sales processes really well. According to Business News Daily, “The platform’s easy automations save customers a reported 10 hours per week by eliminating manual tasks such as sending texts and email follow-ups and recording new leads immediately after they complete a form on your landing page or social media account.” Another useful thing about Keap is that setting up this CRM is easy and fast. Furthermore, there are drag-and-drop sales pipeline builders. which makes things easy for you. Thereby, you have a better chance of getting organized, and you shall have a clear picture of the best business opportunities near you. Infusionsoft Pricing - Major Subscription Plans In Keap One of the best things that we have seen about Keap is that it has contact-based pricing. There are three different pricing levels of Keap. These are explained below: PlansPricingPro$159 per month (annual billing) for 1500 contactsMax$229 per month (annual billing) for 2500 contactsMax ClassicCustom pricing (for the need related to advanced marketing and sales) Apart from these, you will also get a free trial for 14 days, where you can try out the software and check the major features that are useful for your business. This will help you to get a better idea of what the software system is all about and how it can help your business. What Are The Major Features Of Keap? According to the claims of Keap on its official website, you can: “Capture leads automatically with customizable forms that you can embed on your website and our custom landing pages. Use targeted and personalized email nurtures with automated triggers for more effective results.” The following are some of the major features of Keap: Infusionsoft Email Marketing Easy automation of repetitive tasks Scoring leads to the prioritization of opportunities Built-in invoicing and payment processes Easy integration with many popular software applications Really efficient and featured contact management Automated marketing campaigns Why Keap Is A Good Solution For Your Business? As per the reviews on DreamGrow.com, “Keaps’s sales and marketing automations make it so you don’t have to manually follow up with every lead, keep track of everything in docs, copy paste emails, or play the guessing game. It’s all done for you and grows your business 24/7 while you focus on other things.” This software can be a great option for you if you are looking for marketing automation. Furthermore, Keap also offers you a lot of integration options that can help you enhance your productivity better. The all-in-one software can help you a lot if you deal with a variety of stuff, as happens in eCommerce businesses. Keap (Infusionsoft) Pros And Cons The following are the major pros and cons of Keap that you need to go through so that you get a better idea of what to expect when you make a purchase: Pros Of Keap (Infusionsoft): Here are major pros of Keap that are sure to benefit your business: It comes with both sales and marketing automation features. You will get access to the customer success manager on every pricing level. Furthermore, with the help of the Keap app, you can chat 24x7. There is phone support available as well. The collection and scoring of leads are automatic, which, in turn, helps in ensuring an efficient sales process. Easy segmentation of customers. It lets you combine CRM with email marketing processes. You will get to customize your dashboards as per your needs. There are autoresponders present in the software as well. Cons Of Keap (Infusionsoft): Here are a few cons of Keap that you need to be aware of so that you know what to expect out of the software platform: Often, integration with another software will require a monthly fee. The data migration process, which is available for free, is limited to your contacts, ten items, and one landing page. The pricing is based on the contacts. This means that the base pricing that you pay monthly grows with your contact. Some of the reporting features need updates A limited number of templates Limited search options for the user. Major Alternatives Of Keap (Infusionsoft) The following are the top alternatives of Keap that you can find easily: 1. Salesforce Sales Cloud 2. Constant CRM 3. HubSpot Sales Hub 4. Active Campaign 5. Zoho CRM Wrapping Up Hope this article was helpful for you in getting a better idea of Infusionsoft by Keap. You can see that this software is quite useful for startups and small businesses. If your business is eCommerce, and you are searching for an all-in-one solution, then Keap is a great option for you to choose for your daily business processes. Although there are some good alternatives for Keap, when it comes to integration with other software systems, it is really good. What are your own reviews regarding this software platform? Share your thoughts with us in the comments section below. Read More: What Is QuickBase? A Low-Code Database Platform For Citizen Developers Pipedrive Review 2023: Features, Pros & Cons, And Alternatives Creatio CRM – Review, Major Features, Pros & Cons, And More

Unlocking Affordable SEO: Boosting Your Online Presence On A Budget

The digital landscape is ever-evolving. It has been developing a staunch digital presence, which is significant for brands of all sizes. SEO or search engine optimization has an important role to play in this endeavor, but the cost can be a deterrent for those on a tight budget. However, there's good news: affordable SEO options exist that can help boost your online presence without breaking the bank. 1. Know Your Goals and Budget The first step in unlocking affordable SEO, with an emphasis on cheap SEO packages, is to have a clear understanding of your goals and budget. What do you aim to achieve with your online presence, and how much can you allocate to SEO efforts? Knowing this will help you tailor your approach and identify the most cost-effective strategies. Each SEO agency comes with its own set of services and prices offered. Hence, it is significant for you to look for a company that meets your SEO needs. Just because you need top-notch services, you don’t have to hire an expensive firm. There are plenty of affordable options available in the market as well. 2. Conduct Keyword Research Keyword research is the foundation of any successful SEO strategy. Fortunately, it doesn't have to be an expensive endeavor. There are free and affordable keyword research tools available that can help you identify relevant keywords for your business. Targeting the right keywords can significantly impact your online visibility. When you hire a company that has a dedicated in-house team, you do not have to worry about trivial issues. From researching the right set of keywords to making efforts and ranking your blog, they literally do everything to make ends meet. 3. Optimize On-Page SEO Optimizing website elements that can boost its ranking on search engines refers to on-page SEO practices. Further, it involves optimizing meta titles and descriptions, using header tags, and ensuring your content is high-quality and relevant. These optimizations can often be done in-house without significant expenses. A professional firm takes the help of search engines and finds relevant keywords. Then, they seek other on-page SEO elements and verify whether or not a page matches the search intent of the user. 4. Create High-Quality Content Content is king in the world of SEO. Creating valuable, informative, and engaging content can help you rank higher in search engine results pages (SERPs). If you have a limited budget, focus on creating a content calendar and producing regular blog posts or articles that provide value to your audience. While producing content for the website, make sure to focus on quality, not quantity. Be regular with the article publishing but also ensure to enrich them with quality. The key to winning the hearts of readers is to provide them with quality content. 5. Leverage Free SEO Tools The internet is teeming with free SEO tools that can aid your optimization efforts. From SEO audit tools to backlink checkers, these resources can help you identify areas for improvement and track your progress. Tools like Ahref and Answer the Public offer you great keyword research facilities, whereas SEM Rush and Yoast are more like SEO-writing assistants. While hiring an SEO agency, ask them about the type of tools they will be using to take your website to another level. 6. Opt for Local SEO If you're a local business, prioritize local SEO efforts. Claim and optimize your Google My Business listing, encourage customer reviews, and ensure your business information is consistent across online directories. Local SEO can significantly impact your visibility in local search results. When it comes to bringing in qualified traffic and boosting your reputation, nothing matches the competency of local SEO. It is a staunch marketing technique that reduces dependency on a high spend on advertisements. 7. Monitor and Adjust Affordable SEO is not a one-time effort but an ongoing process. Monitor your website's performance using free analytics tools like Google Analytics. Track your keyword rankings and traffic, and adjust your strategy based on the data you collect. You might be wrong if you think that your job is done right after hiring an SEO agency. There is a constant need to track the search engine optimization practices they take into account. Further, adjust and tailor them as per your requirements. 8. Consider DIY or Freelancers If your budget is extremely tight, you might explore the do-it-yourself (DIY) route for SEO or consider hiring freelancers. There are numerous online resources and courses that can help you learn the basics of SEO. Freelancers can provide specialized expertise at a fraction of the cost of hiring an agency. Sometimes, freelancers are better than agencies because they work single–handedly. You might try hiring them and assigning them just a few projects initially. If they excel in these projects, assign them the real task. 9. Prioritize Mobile Optimization The process of mobile optimization refers to adjusting the content on your site and ensuring that readers can access it even from mobile devices. At present, the world has already shifted to cell phones, which is why mobile optimization is necessary. Mobile optimization is crucial in today's mobile-first world. Ensure your website is mobile-friendly to provide a seamless experience for users on smartphones and tablets. Mobile responsiveness is also a factor in search engine rankings. 10. Build Quality Backlinks While backlink building can be a complex and costly endeavor, there are affordable ways to acquire quality backlinks. Focus on guest posting on reputable websites in your niche, participating in industry forums, and utilizing your existing network for link-building opportunities. Last but not least, developing quality backlinks can elevate the standard and quality of your content. Ask the agency to paste the link organically within the page context and ask them to insert a reputable referring domain. In conclusion Unlocking affordable SEO is not only possible but also a practical approach for businesses looking to boost their online presence on a budget. By setting clear goals, leveraging free and cost-effective tools, and prioritizing strategies that provide the most value, you can achieve significant improvements in your search engine rankings and overall online visibility without straining your finances. Remember, consistency and adaptability are key to success in the ever-changing world of SEO. Read Also: Digital PR: The Gamechanger Of The Marketing Landscape 6 Tips For Growing Your Small Business And Boosting Your Bottom Line 7 Business Opportunities That Can Change Your Life In 2021

What Is Insightly? Best Features, Pricing, Pros, Cons, And Alternatives