If you’re looking for a cost-effective and reliable CRM system that integrates with all your other business technology, then Insightly is a brilliant choice.
Our experienced Insightly consultant is here to help you get it set up and working for your business effectively. It’s what we choose for our business, so we know our way around it like the back of our hand. We’ve also implemented it for many clients, helping them to set it up properly to manage their prospects, pipelines, and projects.
We are not affiliated with Insightly and we don’t get a commission for recommending it, we just like it, find it very user-friendly and the best of the bunch when it comes to simple and reliable CRMs.
MP&CO always deliver an excellent service. They always take time to thoroughly understand our requirements before proposing the most appropriate solutions and execute them to perfection within the proposed deadlines. I enjoy working with them and highly recommend their services for any organisation looking to outsource their digital marketing and generate real tangible results. Expert professionals who deliver what they promise.
Lee Ali, CEO, Expo Stars
MP&CO always deliver an excellent service. They always take time to thoroughly understand our requirements before proposing the most appropriate solutions and execute them to perfection within the proposed deadlines. I enjoy working with them and highly recommend their services for any organisation looking to outsource their digital marketing and generate real tangible results. Expert professionals who deliver what they promise.
Lee Ali, CEO, Expo Stars
Insightly is a fantastic CRM system that’s ideal for SMEs and bigger businesses alike. It’s incredibly user-friendly and makes it easy to manage client and prospect communication, track the progress of your sales pipelines and monitor which marketing channels are helping you to convert your customers. With Insightly you can see at a glance your tasks, deadlines, how your campaigns are performing and track every point of your sales cycle.
Insightly supports multiple users and has various pricing levels depending on your needs. Prices start from free for small businesses with simple technical requirements and a small database to $99 per month per user for the Enterprise version. Insightly is safe and secure and easy to use.
We use Insightly as our business CRM and have done so for years, so we know our way around it well. As experienced Insightly Consultants, we’ve also implemented it in many businesses including:
Both the desktop and mobile experience is excellent and it also integrates well with other business software such as QuickBooks, Xero, MailChimp, Slack, and PandaDoc. There are hundreds of Zapier integrations too to make your life easier. For example, we use Zapier to create tasks in Asana when a new task is added to a pipeline or add prospects to a specific MailChimp list.
Insightly has a vast array of standard reports as well as powerful functionality to build custom reports which model any data you feed into it. This capability helps you make sense of your business data to give you accurate projections to make confident business decisions. For example, you may wish to see how many new leads you’ve developed in a specific time frame or the value of sales in your pipeline to help you plan for recruitment. All this can be done quickly and simply.
You bet — you get one dedicated account manager to be your go-to and keep things streamlined. We put regular meetings in — either in person or over video conferencing – to keep things on track and ensure you know what’s ahead. If you need further support, our Head of Client Services is on hand (Daniella) to help. We can also put you directly in touch with the specialists working on your project.
Sure, you can. Just a heads-up, from what we’ve seen, it might take a bit longer and bump up the budget. But if you’ve got talented folks eager to contribute, we’re on board and ready to join forces. It’s all about what’s best for your business and budget.
Typically, our Insightly set up projects take around four to six weeks with additional time required for ongoing training of your team and optimisation.
Check out our success stories. We’ve also built some great bonds with our clients. They’d likely be happy to chat about their experience teaming up with us. Just let us know and we’ll put you in touch!
You bet — you get one dedicated account manager to be your go-to and keep things streamlined. We put regular meetings in — either in person or over video conferencing – to keep things on track and ensure you know what’s ahead. If you need further support, our Head of Client Services is on hand (Daniella) to help. We can also put you directly in touch with the specialists working on your project.
Sure, you can. Just a heads-up, from what we’ve seen, it might take a bit longer and bump up the budget. But if you’ve got talented folks eager to contribute, we’re on board and ready to join forces. It’s all about what’s best for your business and budget.
Typically, our Insightly set up projects take around four to six weeks with additional time required for ongoing training of your team and optimisation.
Check out our success stories. We’ve also built some great bonds with our clients. They’d likely be happy to chat about their experience teaming up with us. Just let us know and we’ll put you in touch!
