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
File Under: Donor Management | Engagement | Fundraising | Productivity
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)
