Insightly CRM Features

Based on 315 Insightly CRM reviews and verified by the G2 Product R&D team. Allows administrators to customize to accommodate their unique processes. Includes ability to create custom objects, fields, rules, calculations, and views.

Based on 310 Insightly CRM reviews and verified by the G2 Product R&D team. Automates a process that requires a series of steps that typically require intervention by a several different users. Administrators can write rules to determine who and when a user needs to complete a step. Also includes notification of users when they need to take action.

Based on 321 Insightly CRM reviews and verified by the G2 Product R&D team. Grant access to select data, features, objects, etc. based on the users, user role, groups, etc.

Based on 215 Insightly CRM reviews and verified by the G2 Product R&D team. Enables users to view and transact business with the same content in multiple languages and currencies.

Based on 88 Insightly CRM reviews. Allows administrators to easily develop and test changes to the CRM deployment. After changes are made admins can easily migrate the changes into the "live" or "production" environment.

Based on 250 Insightly CRM reviews and verified by the G2 Product R&D team. Allows consuming, publishing and editing content from a central interface. Content management for CRM systems might include presentations, documents, images and other related electronic files.

Based on 320 Insightly CRM reviews and verified by the G2 Product R&D team. Software is consistently available (uptime) and allows users to complete tasks quickly because they are not waiting for the software to respond to an action they took.

Based on 215 Insightly CRM reviews and verified by the G2 Product R&D team. Allows administrators to create templates that enable users to quickly generate dynamic documents in various formats based on the data stored in the application.

Based on 621 Insightly CRM reviews and verified by the G2 Product R&D team. Store and retrieve information associated to customer contacts and accounts. Track company-wide communication and information about contacts and accounts.

Based on 595 Insightly CRM reviews and verified by the G2 Product R&D team. Manage sales opportunities through their lifecycle from lead to order. Track stages, values, and probabilities of close. Manage sales pipelines by individual sales rep, team, region, and company-wide.

Based on 623 Insightly CRM reviews and verified by the G2 Product R&D team. Manage and track tasks and activities. Assign due dates and integrate to calendars to manage daily schedules and priorities.

Based on 350 Insightly CRM reviews and verified by the G2 Product R&D team. Assign and manage sales quotas and territories. Track progress against quotas. Change as needed.

Based on 452 Insightly CRM reviews and verified by the G2 Product R&D team. Allows users to sync their Email, Calendar and Contact tools with their CRM system. Includes Microsoft Outlook and Google integration.

Based on 339 Insightly CRM reviews and verified by the G2 Product R&D team. Enter product/part numbers and manage the prices associated with them. Typically functionality allows users to add products and prices to opportunities and quotes if these modules are provided within the same system.

Based on 349 Insightly CRM reviews and verified by the G2 Product R&D team. Allows users to create a quote to be provided to a customer that contain at least products, prices and associated discounts. Order management allows users to process orders that contain products, prices and associated discounts.

Based on 423 Insightly CRM reviews and verified by the G2 Product R&D team. Management of contracts made with customers. Contract management includes negotiating the terms and conditions in contracts and ensuring compliance with the terms and conditions, as well as documenting and agreeing on any changes or amendments that may arise during its implementation or execution.

Based on 406 Insightly CRM reviews and verified by the G2 Product R&D team. Allows users to send email to contacts in bulk. Common features include: Built in Email templates, social media integration, Subscriber list management, sign up forms, success rate reports, AB testing and auto-responders.

Based on 523 Insightly CRM reviews and verified by the G2 Product R&D team. Allows users to manage and track leads though a process. The lead process typically involves steps such as: 1. Lead Generation, 2. Customer Inquiry, Inquiry Capture, Lead Filtering, Lead Grading, Lead Distribution and Lead Qualification.

Based on 340 Insightly CRM reviews and verified by the G2 Product R&D team. Enables analysis of effectiveness of an organizations various marketing activities

Tracks issues/help requests reported by customers through the resolution process. 395 reviewers of Insightly CRM have provided feedback on this feature.

Provides a convenient way for customers to get answers to inquiries, post service issues, place orders, view order histories, and gain access to other information contained in the knowledge base. 400 reviewers of Insightly CRM have provided feedback on this feature.

Information repository that provides a means for information to be collected, organized, shared, searched and utilized. Allows customers to get answers to common questions. This feature was mentioned in 460 Insightly CRM reviews.

Based on 326 Insightly CRM reviews and verified by the G2 Product R&D team. Allows customer support professionals access to all information required to support the customer including customer information, case history and related customer social activity. Common features include: call recording, analytics, workforce management, call script management, and compliance management.

Enables analysis of customer support activities to optimize customer support professionals, processes and tools. This feature was mentioned in 362 Insightly CRM reviews.

Based on 288 Insightly CRM reviews and verified by the G2 Product R&D team. Ability to input, modify and extract data from the application in bulk through a structured file.

Based on 237 Insightly CRM reviews and verified by the G2 Product R&D team. Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc with other software applications.

Based on 224 Insightly CRM reviews and verified by the G2 Product R&D team. To what extent are there partner applications readily available for integrating into this product? Partner applications typically provide complementary, best of breed functionality not offered natively in this product.

Based on 357 Insightly CRM reviews and verified by the G2 Product R&D team. Enables multiple users to interact by sharing information to achieve a common goal. Social collaboration focus's on the identification of groups and collaboration spaces in which messages are explicitly directed at the group and the group activity feed is seen the same way by everyone

Based on 353 Insightly CRM reviews and verified by the G2 Product R&D team. Use public social networks to listen and engage with customers. Allows users to filter what’s important and respond quickly. Often this functionality allows questions and requests from customers on social networks to case management.

Based on 416 Insightly CRM reviews and verified by the G2 Product R&D team. Allows software to be easily used on multiple mobile devices include phone and tablet devices.

Based on 527 Insightly CRM reviews and verified by the G2 Product R&D team. Enables reporting of all data contained within the system. Typically contains standard reports as well as the ability to create ad-hoc reports.

Based on 550 Insightly CRM reviews and verified by the G2 Product R&D team. An easy to read, often single page, real-time user interface, showing a graphical presentation of the current status and historical trends of an organization’s Key Performance Indicators (KPIs) to enable instantaneous and informed decisions to be made at a glance

Based on 388 Insightly CRM reviews and verified by the G2 Product R&D team. Enables projection of sales revenue, based on historical sales data, analysis of market surveys and trends, and salespersons' estimates.

As reported in 35 Insightly CRM reviews. Compiles data from a breadth of either internal or external sources.

Based on 43 Insightly CRM reviews. Enables user to communicate data by securely exporting and sharing it.

Allows users to view data visualizations on several devices. This feature was mentioned in 35 Insightly CRM reviews.

Based on 40 Insightly CRM reviews. Dashboards which are customizable and interactive so that the user can view sales information in a way that fits his or her needs.

Based on 36 Insightly CRM reviews. Enables user to segment customer or prospect data in meaningful ways such as by industry or region.

As reported in 37 Insightly CRM reviews. Provides scores or rankings of each prospect based on the data provided.

Provides insights to determine which deals already in the pipeline have the best chance of closing. 38 reviewers of Insightly CRM have provided feedback on this feature.

Warns sales teams of accounts that may be at risk of being lost. This feature was mentioned in 33 Insightly CRM reviews.

As reported in 35 Insightly CRM reviews. Provides live customer data so that sales organizations forecasts stay current.

Updates every time a change is made enabling users to trace a deal through the pipeline. 37 reviewers of Insightly CRM have provided feedback on this feature.

Based on 30 Insightly CRM reviews. Enables competition between a sales team by providing things like challenges and scoreboards.

As reported in 32 Insightly CRM reviews. Provides insightful data at the account level to arm salespeople with the most relevant information possible.

As reported in 39 Insightly CRM reviews. Enables sales managers to stay on top of their team activities by providing visibility into customer communication.

As reported in 28 Insightly CRM reviews. Allows users to generate text based on a text prompt.

Capability to perform complex tasks without constant human input

Ability to break down and plan multi-step processes

Works across multiple software systems or databases

Improves performance based on feedback and experience

Engages in human-like conversation for task delegation

Anticipates needs and offers suggestions without prompting

Makes informed choices based on available data and objectives

Capability to perform complex tasks without constant human input

Works across multiple software systems or databases

Improves performance based on feedback and experience

Engages in human-like conversation for task delegation

Anticipates needs and offers suggestions without prompting