Insightly is a cloud-based service that goes beyond mere CRM. It's a comprehensive business process solution designed with SMBs in mind. Insightly brings together collaboration, CRM, and project management into one solution. Its intuitive workflow, good help resources, and competitive subscription pricing make Insightly a great CRM pick for smaller businesses that don't need the dizzying array of offerings from the likes of Salesforce.com or don't have the IT support required by more enterprise-targeted and traditional solutions like Sage Act!. Insightly's chief downside is that it sometimes gave sluggish performance during testing. Besides that one issue, it's a solid CRM solution.
Pricing and Sign Up
Insightly is free for up to three users. That free subscription comes with 200MB of storage and allows up to 2500 contacts. Plus, all Insightly subscriptions come with the ability to create unlimited projects, organizations, and opportunities. Customers also receive unlimited customer support (via email), 128-bit SSL encryption, and automatic backups.
Paid subscriptions start at $29 per month for up to six users, 6GB of storage, 25,000 contacts and include integration with MailChimp, Google Contact and Calendar sync, custom branding, and API access. The highest-tier subscription is $99 per month, for up to 40 users, 50 GB of storage, unlimited contacts and all of the other extras.
The subscription pricing is competitive with other small business cloud-based CRM offerings such as Zoho CRM and Clevertim. Insightly provides many additional capabilities above the competition's offerings. The service's offerings exceed what you find in Clevertim, which we recently reviewed. Another advantage Insightly has over competitors is more robust security and data compliance for small businesses that have to adhere to regulations like SOX. Data stored on Insightly's servers are in an SAS 70 type II data center that uses AES-256 military-grade encryption and is a TRUSTe audited and certified facility.
To get started with Insightly you can sign up with a Google Apps account or any other email. After login, you are presented with a dashboard that displays recent activity. The dashboard also has tabs which take you to different areas in the interface: Tasks, Contacts, Organizations, Opportunities, Projects, and Email.
Clicking on the Contacts tab pulls up a number of options for importing contacts. They can be imported from Gmail, LinkedIn, CSV, Outlook, or Sage Act! Version 9.
I chose to upload contacts from LinkedIn. This required giving Insightly access to my LinkedIn account. While apps requesting permission to social media platforms often give me pause, I was impressed that Insightly allows the choice of having permissions revoked automatically in 30 days, in a week, or just when a user manually revokes them. That level of detail in regard to permissions evidences that the Insightly team takes security seriously.
After setting permissions, I could see a list of my LinkedIn contacts in Insightly. At this point, the import was still not complete. I could select the individual contacts I wanted to import or import them all.
I selected the ones I wanted in Insightly. The import process was quick and clean. Not only was contact information for my LinkedIn contacts imported, but so were my contacts' profile pictures and their bio information from LinkedIn.
Source: http://feedproxy.google.com/~r/ziffdavis/pcmag/~3/gGOLzZBaCKM/0,2817,2415234,00.asp
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