Insightly Marketing Pricing Overview

Unfortunate, there is nothing I could say it does well other than send out email blasts, though those can also be challenging.

The tool does 1/3rd of what other marketing automation tools do, at the same cost. The CRM is also bare bones. Searching is challenging, reporting usually requires downloading to Excel and piecing things together, and data syncing is not the norm. It feels like the last option.

It houses our customer data and allows us to view that alongside our internal metrics, which are pushed into custom fields. It's a central place for many departments to view info.

Some of the best features of Insightly marketing for our team were: - Customer Data Management - Connect Projects to People - Automate Reminders for Subsequent Actions - Monitor Emails - Make Reports

The tool should have some auto sync features. At the similar price, this tool only offers a part of what other marketing automation tools are offering. Searching is difficult, and the CRM is also minimal.

In our team, Insightly marketing is used to manage all client information, relationships, and proposal phases. It is primarily used by the client representative and project management teams. It assists us in managing our proposals.

Email templates in Mktg and tracking/statistics

the price jump from professional to enterprise

We used to use a very clunky system and since implementing Insightly, we can create emails, journeys, workflows, etc. so quickly and easily. It's perfect for non-tech and tech people to use. Also, the technical and customer support is excellent.