Technology

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

Soumava Goswami

Technology

Published on: July, 07 2023 Last Updated on: January, 01 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!

Keeping Tabs On Someone’s Instagram Activity

Instagram has become one of the most popular social media platforms, with over a billion monthly active users. With its focus on visual content like photos and videos, Instagram offers insight into someone's life and connections. This has led some people to want to know how to see someone's activity on Instagram, whether it's their children, partner, or employees. However, Instagram doesn't have built-in tools to allow you to view private accounts or someone's activity directly. Morplabs you will find many useful tips on how to use Instagram! Using Third-Party Apps There are various third-party applications available on the market that can assist you in monitoring someone's Instagram activities more comprehensively. These apps provide a plethora of features beyond simply tracking posts and stories. They can allow you to view all the likes and comments made by the user, as well as the content they interact with. Some apps even provide comprehensive analytics on the user's activities. Powerful Features Phone monitoring apps give you the ability to see someone's Instagram activity. Once installed on their phone, the app captures real-time activity and gives you an overview and tools to analyze: Messages in Instagram DM as well as other apps: This feature allows users to send and receive messages through direct messaging on Instagram and other applications. Location history based on device GPS: With this feature, the device's GPS is used to track and store the user's location history, providing information about the places they have been. Screenshots to see exact content being viewed: By taking screenshots, users can capture and save the exact content they are viewing on their devices, allowing them to reference or share it later to track someone's Instagram activity. Full analytics for accounts followed, unfollowed, searched, etc.: This feature provides comprehensive analytics and insights regarding the accounts that a user follows, unfollows, searches, and interacts with. It offers valuable information about user behavior and preferences. You can check in at any time via a secure online dashboard that syncs all your device activity. Advanced features like keyword alerts can also automatically notify you if an activity of interest occurs. https://xrcollaboration.com/ is dedicated to the topic of apps like this! Using Profile Information If the account you want to monitor is public, you can simply go to their profile page and scroll through their posts and Stories. This will give you the ability to monitor Instagram activity. You can see who they follow and who follows them. You can also check if they have recently liked or commented on posts. However, if the account is private, you won't be able to access any of their content unless you follow each other. The profile page of a private account only displays their bio, profile photo, and number of posts. Enabling Post Notifications Another basic way to keep updated on someone's Instagram activity is to turn on post notifications for their account. Here's how: Go to their profile page Tap the bell icon next to the Following/Message button Select See First under Posts Now, whenever they share a new post or Story, you'll receive a notification. This ensures you see their activity in real time. The drawback of this way how to track an Instagram account is that post notifications only alert you to new content, not who they follow, message, or interact with. There's also no history or analytics. Related: Inzfy: How To Effectively Use Instagram Business Profile? Alternative Approaches If phone monitoring apps don't fit your comfort level or situation, simpler approaches can still help you loosely track someone's Instagram activity. Occasionally Checking In Rather than constant monitoring, you can manually inspect their profile page and posts every now and then. Look for new followers, engagement spikes, tagged photos, captions mentioning locations/people, etc. Cross-reference with their followers and who they follow for more context. While this method to track someone's Instagram activity lacks automation, and you might miss some things between checks, it gets the job done without any apps. Asking Directly Another low-tech option is to directly ask the person about their Instagram activity. Frame it as taking an interest in what they've been posting, who they chat with, the content they find funny, etc. Let them voluntarily show you their feed or recap recent interactions. Not only does this build trust and transparency, but it's a good way to start an open conversation about any social media concerns you might have as a parent or partner. Ethical Concerns Related To Instagram Profiles It goes without saying that Instagram has very quickly gathered popularity, especially among the youth. But with all the glamour that comes with likes, Instagram has its share of darker sides too. Various tools on this social marketing platform must be used ethically and users must be aware of it: Privacy Concerns A significant ethical concern revolves around the user’s privacy. The platform has been specifically designed to be personal, and users should be able to control who can access their profile. When using Instagram viewer tools to stalk private stories or photos without consent, they are most likely to violate their privacy. This ultimately ends up making the user feel uncomfortable, and they are likely to report these accounts. Legalities Related To Instagram Viewing When it comes to the Instagram viewing community, there is a list of legal considerations. Instagram has its own terms of service, which prohibits users from disrupting tools or programs. Violating these terms of service can lead to suspension of your account and might even cause legal action. Parting Words: Stay Safe On Instagram! When you monitor Instagram activity, the goal isn't usually to punish or control their behavior. Rather, it stems from general concern around safety and wellbeing. Issues like cyberbullying, predatory messaging, or oversharing personal details are what parents and partners hope to guard against. That's why clear communication, consent, and setting boundaries are so important with any monitoring approach. At the end of the day, regularly talking about what constitutes responsible use is the best way to enhance Instagram safety. Understanding each other's perspective allows you to jointly address problems as soon as they arise. Read Also: How To Run A Social Media Campaign At A Low Budget For An Aspiring Entrepreneur? What Are Social Media Apis And Why Do They Matter? How To Get A Mortgage As A Small Business Owner

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

Measurement And Monitoring Solution Of Oil Storage Tank

Just recently, there were only a few ways of measuring the levels of oil storage tanks, such as visual checks and by use of a dipstick. Nevertheless, these procedures were slow, inaccurate, and not in real-time. The era has changed with the advent of liquid-level transmitters to monitor oil storage tanks. Oil storage tanks have been hugely impacted by the emergence of liquid-level transmitters. These devices present real-time data that is both accurate and dependable. Furthermore, it has become possible to remotely determine whether oil levels are appropriate as well as detect leakage points. They have increased efficiency in operations, minimized human errors, and enhanced safety at oil storage facilities. Advise Measuring And Monitoring Solutions For Oil Storage Tanks There are many considerations you need to make before deciding on which level sensor to use for your tank filled with petroleum fuel: accuracy, reliability, longevity, and conformance with industry standards. But let’s move on; how do you optimize them? 1.Ensure Correct Installation: However, when one wants to maximize the performance over these devices as well as increase the accuracy levels, it is good to strictly adhere to what the manufacturers say during installation. 2.Calibration and Maintenance: Regular calibration of the liquid level transmitter is done to ensure accuracy is maintained. Also, routine maintenance checks are carried out to ascertain that the device is functioning smoothly and prevent potential issues. 3.Monitoring System Integration: Integrate the liquid-level transmitter with a comprehensive monitoring system for real-time data monitoring, alarms, and alerts. This will enable proactive decision-making, prevention maintenance, and enhanced general efficiency. 4. Consider External Factors: While choosing a liquid-level transmitter, consider external factors like temperature, pressure, environmental conditions, and hazardous zone requirements. Ensure it can withstand and operate effectively within your oil storage facility’s specific conditions. Solutions For Measuring And Monitoring Of Oil Storage Tank Now, let us discuss three highly recommended liquid-level transmitters for measuring and monitoring solutions for oil storage tanks: MPM489W Liquid Level Transmitter The Microsensor MPM489W Level Transmitter is a highly advanced and adaptable instrument designed for several industrial applications. It has an integrated structure which means no further adjustments are needed, streamlining field service and automation control. The transmitter has certifications for intrinsic safety type (Ex ia IIC T6 Ga) and explosion-proof type (Ex d IIC T6 Gb) to ensure safe operation in dangerous environments. The MPM489W is a fully sealed submersible design that makes it durable and hence suitable for use in high strength stainless steel housing with liquids compatible with the same. It also ensures long-term sensor service given its tight seal between the cable and housing. Additionally, it has a dedicated circuit together with a piezoresistive sensing element that is known for their stability and reliability thus contributing to product accuracy and repeatable performance. The transmitter covers an extensive measurement range from 0mH2O to 200mH2O, with overpressure protection up to 2 times FS. Accuracy specifications are quite impressive as they range from ±1%FS at lower pressure values (0mH2O – 1mH2O) to ±0.25%FS at higher pressure values (10mH2O – 200 mH2O). Also, it meets the test standard of GB/T 17614.1-2015/IEC60770-1:2010, which reflects its commitment to quality. The operating temperature range of the MPM489W allows it to be used in different environments: -10℃ to 60℃ (intrinsic safe type), -20℃ to 70℃ (cable material: PE, PVC) and –20℃ to 80℃ (cable material: PUR). It has a storage temperature range of -20℃ to 85℃, a vibration resistance rating of 10g(55Hz~2000Hz), and a shock resistance rating of 100g for an impulse duration of 11ms. This MPM489W has an IP68 protection rating that ensures its resilience against dust and water ingress, making it suitable for use in challenging industrial environments. The thermal drift specifications are outstanding, with small values implying minimal influence on accuracy at different temperatures. It also has various output signal options like 4mA20mA, 1V5V DC, 0V5V DC, 0V10V DC, which can be used in a wider range of control systems. Read Also: The Evolution Of IT: Understanding The Role Of Managed Support In London MPM426W Series Submersible Level Transmitters The MPM426W series submersible level transmitters are designed to be versatile and reliable for various applications by incorporating a sturdy construction and extensive features. The transmitters come with a fully welded body that guarantees their endurance in severe working conditions, including those requiring high resistance to wear and tear, or even explosive zones. They also consume less power, thus leading to energy saving while having a large temperature range of operation which enables them to adapt to different environmental conditions. What makes these transmitters unique is their ability to measure levels in diverse categories of storage tanks such as processing oils like gasoline and diesel among other chemicals like methanol, ethanol, DEF, etc. This feature is complemented by integrated temperature measurement which makes them appropriate for situations where varying degrees of heat are important. In addition, there are multiple output signals and a magnetic end cap for movable tanks that make them much more flexible and user-friendly. The MPM426W series accuracy floor is well pronounced going by the pressure types/ range which ranges from ±0.25%FS TO ±1%FS. They are fitted with IP68 rated protection making them resistant against water and dust hence they can be used as submersibles. Moreover, due to their approval for use in hazardous areas, it is clear that they prioritize safety. In general, the MPM426W series is a reliable and versatile solution for level monitoring across industries as well as its precision, durability and adaptability in harsh operational environments. Conclusion So that’s all about the measurement and monitoring solution of the oil storage tank. Anything involving fluids or oils needs to be taken seriously. That is, in terms of safety, efficiency, and reliability. All the transmitters we discussed above are key to enhancing these aspects. Even so, they work best when used in consideration of the tips discussed earlier. Read Also: Top Florida-Based Software For Audit Management Equity Theory: A Balancing Act For Modern Workplaces Unleashing The Power Of Azure Integrated Services For Enhanced Cloud Capabilities

Why Do Brisbane Businesses Need Computer Repair Professionals?

In today's technology-driven world, computers have become the backbone of businesses in Brisbane. Businesses heavily rely on computer systems for their day-to-day activities, from managing operations and communications to storing critical data. However, when these systems encounter technical issues or malfunctions, they can significantly impact productivity and hinder business growth. That is why professional computer repairs in Brisbane are crucial. Brisbane, the capital of Queensland, is a vibrant and dynamic city known for its thriving business community and stunning natural landscapes. Situated along the banks of the Brisbane River, the city boasts a subtropical climate, making it an attractive destination for businesses and residents. In this article, you will explore why Brisbane businesses need computer repair professionals and how their expertise can ensure smooth operations and mitigate potential risks. Expertise And Technical Knowledge: Computer repair professionals in Brisbane possess the expertise and technical knowledge necessary to address a wide range of computer-related problems. With their extensive experience and training, they can quickly diagnose and troubleshoot issues, saving businesses valuable time and effort. Their in-depth understanding of hardware, software, and networking allows them to provide efficient solutions tailored to each business's unique needs. Timely Issue Resolution: Downtime due to computer issues can significantly impact business operations, resulting in lost productivity and revenue. Computer repair professionals in Brisbane offer timely issue resolution, ensuring businesses can get back up and running quickly. With their prompt response and efficient problem-solving skills, they minimize downtime and keep the business running smoothly. Preventive Maintenance: Computer repair professionals address existing issues and provide preventive maintenance services to Brisbane businesses. Regular maintenance, such as software updates, virus scans, and system optimization, can help identify potential problems before they escalate. By proactively monitoring and maintaining computer systems, professionals can prevent critical issues from occurring in the first place, saving businesses from costly downtime and data loss. Data Security And Recovery: Data security is a top priority for businesses, and computer repair professionals in Brisbane play a crucial role in ensuring the safety of sensitive information. They can implement robust security measures, including firewalls, encryption, and backup solutions, to protect against cyber threats and data breaches. In the event of data loss or system failure, professionals can also facilitate data recovery, minimising the impact on business continuity. Scalability And Upgrades: As businesses grow and evolve, their computer systems need to scale and adapt to changing requirements. Computer repair professionals in Brisbane can assist with system upgrades, hardware installations, and network expansions to support business growth. They can recommend cost-effective solutions and ensure compatibility and seamless integration, allowing businesses to leverage technology to its fullest potential. Cost-Effectiveness: While some businesses may attempt to handle computer repairs in-house, it is often costly and time-consuming. Investing in computer repair professionals in Brisbane offers a cost-effective solution. These professionals have the necessary tools, expertise, and resources to resolve issues efficiently, minimising the risk of further damage. Outsourcing computer repairs in Brisbane also allows businesses to focus on their core competencies and allocate resources effectively. Conclusion: In today's digital landscape, Brisbane businesses heavily rely on computer systems for their day-to-day operations. The expertise and services provided by computer repair professionals are essential in ensuring the smooth functioning of these systems. From timely issue resolution and preventive maintenance to data security and scalability, these professionals offer a range of benefits that businesses cannot afford to overlook. By investing in their services, Brisbane businesses can minimize downtime, optimize productivity, and stay ahead in a technology-driven world. Moreover, with its thriving business community and vibrant cultural scene, Brisbane provides an ideal environment for businesses to thrive and grow. Read Also: understanding how VPS hosting can help you grow your online business top 5 types of businesses that are giving more profits to the sellers 10 signs your boss is testing you | need to know about

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