Name: Insightly, a walkthrough of the Modern CRM
Uploaded: 2025-02-12T17:53:50.000Z
Duration: 12 min 59 s
Description: Insightly is the modern, affordable CRM that scales with businesses as they grow.

Insightly_Color.png

Insightly

Paid

Insightly, the modern CRM teams love

In this video, you’ll see how Insightly CRM helps businesses manage customer data, sales, and projects all in one place. You’ll learn to:

• Customize dashboards for each team
• Score and sort leads
• Turn leads into opportunities
• Track deals with pipeline views and comments
• Convert deals into projects for easy handoff
• View all customer history and support tickets

Insightly solves the problem of scattered information by centralizing data and workflows for better teamwork and faster growth.

Presenter welcomes everyone, introduces Insightly as a modern CRM, and outlines the demo agenda: dashboards, lead qualification, sales pipeline, and client data management.

Introduction & Demo Overview

Overview of Insightly’s highly customizable interface for different user roles, including tailored homepages and leadership dashboards to track key metrics and drill into data dynamically.

Customizable UI & Dashboards

Exploration of the lead section: organizing and scoring leads, grouping by contact status and source, viewing firmographic and marketing engagement data, and preparing to convert leads into opportunities.

Lead Management & Scoring

Demonstration of customizable opportunity views, tracking opportunity trends and staleness, and using commenting features to collaborate with managers and drive deal velocity.

Opportunity Management & Collaboration

Showing how to convert closed opportunities into projects to manage post-sale deliverables, ensuring a smooth handoff to customer success teams for onboarding and ongoing support.

Post-Sale Projects & Handoff

Centralizing account information: viewing organization details, buying committee members, past engagements, notes, open tickets, and mapping the full customer experience in one place.

Account Management & Organizational View

Wrap-up summary of how Insightly centralizes business operations, enhances relationships, and drives growth, along with an overview of onboarding assistance and transition support.

Closing Remarks & Support

Insightly, a walkthrough of the Modern CRM

In this video, you will see how Insightly’s tool helps you manage customer info, sales steps, and projects in one place. Sarah shows its easy dashboard with custom charts and live reports. You learn how to track people, link them to companies, and save emails from Gmail or Outlook. You see how to turn new website leads into sales deals, plan future sales, and move deals into projects after the sale. It solves the problem of scattered data so teams work smarter together.

Overview of Insightly’s capabilities for sales, marketing, customer service, and integrations, and demo agenda.

Introduction to Insightly CRM

Explore the main objects like tasks, contacts, organizations, leads, opportunities, products, price books, quotes, and projects.

Navigating Core CRM Objects

Learn how to build and edit point-and-click dashboards with cards, filters, and over 50 chart types for real-time metrics.

Customizing Dashboards

See how to import data, use custom list views, blade navigation, record details, related hierarchies, and service inquiries in one place.

Managing Accounts, Contacts, and Relationships

Send bulk emails with templates, log interactions automatically, and track activities. Use native Gmail and Outlook sidebar integrations.

Email Communication and Activity Tracking

Capture new leads via web forms, prioritize and assign them using rules and workflows, and view details, activities, and marketing timelines.

Lead Management and Qualification

Convert qualified leads to opportunities, forecast deal values and closing dates, manage pipelines in list and Kanban views, and track next steps.

Opportunity Management and Sales Pipeline

Convert closed deals into projects, pull forward related activities, set milestones or pipelines, and collaborate using the native Project Manager.

Post-Sale Project Management

Recap of Insightly CRM features and guidance on starting a 14-day free trial, exploring add-on products, and contacting the team for support.

Summary and Next Steps

A user-friendly CRM designed for small to mid-sized businesses that combines sales, project management, and AI-powered automation in one platform.

CXO, Director of Sales, CRO, VP of Sales, Head of Sales

Insightly is a company that makes software to help businesses keep track of their customers and projects. They offer tools that let companies manage contacts, sales, and tasks all in one place. This helps businesses stay organized and work more efficiently. ([en.wikipedia.org](https://en.wikipedia.org/wiki/Insightly?utm_source=openai))

company_summary

Insightly serves a variety of industries. Notable customers include:

- **AT&T**: Uses Insightly to manage customer relationships and projects.
- **Bloomberg**: Utilizes Insightly for organizing sales and marketing efforts.
- **Lockheed Martin**: Employs Insightly to streamline project management processes.

These companies have successfully integrated Insightly into their operations to enhance efficiency and organization. ([selecthub.com](https://www.selecthub.com/p/crm-software/insightly/?utm_source=openai))

best_customers

Insightly is designed for small to medium-sized businesses, typically with 10 to 500 employees. Common users include:

- **Sales Managers**: Oversee sales teams and track performance.
- **Marketing Coordinators**: Manage campaigns and customer outreach.
- **Project Managers**: Organize tasks and timelines for projects.
- **Customer Service Representatives**: Handle customer inquiries and support.
- **Business Owners**: Oversee overall business operations.

Industries that benefit from Insightly include:

- **Technology**: Software and IT services.
- **Manufacturing**: Production and distribution companies.
- **Construction**: Building and engineering firms.
- **Financial Services**: Banks, insurance, and investment companies.
- **Education**: Schools and educational organizations.

company_icp

Companies use Insightly in various ways:

- **Sales Tracking**: Monitor sales pipelines and close deals efficiently.
- **Marketing Campaigns**: Manage and analyze marketing efforts.
- **Customer Support**: Keep track of customer inquiries and responses.
- **Project Coordination**: Plan and execute projects with team collaboration.
- **Task Management**: Assign and monitor tasks within teams.

These applications help businesses stay organized and improve their operations. ([project-management.com](https://project-management.com/insightly-software-review/?utm_source=openai))

use_cases

You can review Insightly's legal policies here:

- **Privacy Policy**: [Privacy Policy](https://www.insightly.com/privacy-policy/)
- **Terms of Service**: [Terms of Service](https://www.insightly.com/terms-of-service/)

legal_info

Insightly stands out by combining customer relationship management (CRM) with project management in a single platform. This integration allows businesses to seamlessly transition from sales to project delivery without switching tools. Additionally, Insightly offers a user-friendly interface and customizable features, making it adaptable to various business needs. ([work-management.org](https://work-management.org/crm/insightly-review/?utm_source=openai))

company_uniqueness

Insightly has different pricing plans:

- **Plus Plan**: $29 per user per month, billed annually.
- **Professional Plan**: $49 per user per month, billed annually.
- **Enterprise Plan**: $99 per user per month, billed annually.

Each plan offers more features as the price increases. You can find more details on their [pricing page](https://www.insightly.com/pricing-plans/).

price_estimate

Insightly offers several key features:

- **Contact Management**: Keep all customer information in one place.
- **Lead Management**: Track potential customers and sales opportunities.
- **Project Management**: Organize tasks and timelines for projects.
- **Email Integration**: Connect with email services like Gmail and Outlook.
- **Workflow Automation**: Automate repetitive tasks to save time.
- **Custom Dashboards**: Create visual reports to monitor performance.
- **Mobile App**: Access information on the go with iOS and Android apps.

These features help businesses manage their customer relationships and projects more effectively. ([project-management.com](https://project-management.com/insightly-software-review/?utm_source=openai))

Insightly, a walkthrough of the Modern CRM

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