Insightly

Insightly is a customer relations management (CRM) tool that allows you to organize and track your current and potential donors, plan and implement projects, and stay on task.

Website: Insightly

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Insightly-CRM

Uses:

  • Keep track of client relationships through the unique relationship graph engine to automatically capture the links between contacts, organizations and the business relationships they share
  • Allows you to send messages from directly within the CRM
  • Convert a lead into an opportunity with a single click
  • Create recurring tasks, schedule calendar appointments with leads or contacts, and link them to projects

Pros:

  • Automated lead capture of potential donors
  • Includes workflow automation tools for project management
  • Pipeline view to see timeline of interactions with a particular donor
  • Automatically send emails and track analytics
  • Easily syncs with MailChimp
  • Customized reports at every package level
  • Connects to tools and apps you already use
  • Contains a file management service for document storage
  • Calendar sync
  • Encryption available to safeguard sensitive data
  • System allows you to set role- and profile-based permissions within your team
  • Easily integrates with Google and Microsoft
  • Easily integrates with accounting systems like Quickbooks

Cons:

  • Free version only allows 2,500 contacts, 2 customizable database fields and 10 mass emails per day
  • Some users report that to find contacts, you have to search for them exactly how they were entered in the system

Pricing:

  • Free — Up to 2 users
  • Basic — $12 user/mo usd (billed annually); $15 user/mo usd (billed monthly)
  • Plus — $29 user/mo usd (billed annually); $35 user/mo usd (billed monthly)
  • Professional — $49 user/mo usd (billed annually); $59 user/mo usd (billed monthly)
  • Enterprise — $99 user/mo usd (billed annually); $129 user/mo usd (billed monthly)

Nonprofit Discount: Registered 501(c)(3) and NGO organizations can get a 50% discount on all paid plans (after verification from Insightly support)