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Tracking and managing your customers for construction companies has never been more important. The landscape of construction has changed in the past year and staying on top of your current projects while bringing in new business is vital. Embracing new technologies will help your company stay effective and prosper.

Customer Relationship Management software, or CRM, keeps all your customer and project information in one spot. It helps improve the relationships between your company and its customers, leads, and prospects.

Insightly CRM works to improve the organization and flow of your business. The company boasts success for a variety of industries, including construction, design, and building.

This guide will go over Insightly CRM, what it entails, and if it’s a good fit for your construction business.

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What Is Insightly CRM?

Insightly is a cloud-based software that helps your marketing and sales team manage their projects, leads, and sales. Any member of your team can access their pipelines and dashboards from anywhere they can access the internet. This makes it a great option for companies that are working remotely or need to access information while on the job site.

Lead Routing

With Insightly, you can track relevant lead information. You can access an activity timeline that shows you phone calls, emails, tasks, and meetings. Easily route leads to the appropriate person so they can follow up on them while they’re active.

Manage Your Emails

Within the Insightly platform, you can write and send emails. Send individual correspondence or bulk emails to multiple contacts.

The software will track the delivery to the customers, letting you know when they’ve opened the email and how many times they’ve clicked on it.

Custom Dashboards

Understanding and visualizing data is vital when looking for construction CRM software. Insightly offers customizable reporting options. Streamline your processes using different colors that are easy for each individual user to understand.

You can also track which metrics are most important to your organization. Only review information that you want to see without your dashboard getting cluttered with other info.

Multiple Integrations

If you use third-party tools, integrate them with ease into Insightly. It’s painless to implement them into your pipeline.

Some of the integrations included in Insightly are:

  • Gmail
  • GSuite and Google apps
  • Microsoft Outlook
  • QuickBooks
  • Mailchimp
  • Zapier
  • Slack
  • Dropbox
  • Google Drive
  • Evernote

If you can’t find an app you’re looking for, use Zapier to integrate it into the system.

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Why Do Construction Companies Need a CRM?

As a large construction company, you’re balancing multiple clients. CRM software helps you and your company be more organized. All the information you need is centralized and condensed in a way that’s easy for you to understand.

CRM software is designed to streamline all your activities and workflow. Your customer service activities will get sped up as you add notes to each customer.

Some additional benefits of using CRM software include:

  • Increased productivity
  • Easier collaboration between multiple teams
  • Improved metrics
  • Increased market return on investment (ROI)
  • Easier marketing
  • Improved contact management

The automated features of a CRM will help you improve your sales and increase customer retention.

The software isn’t limited to dealing with only customers. You can track relationships you have with general contractors, partners, and other professionals. Ensure that every piece of your project is moving along smoothly.

Getting your CRM software up and running can be a massive undertaking in itself. Look into hiring a virtual assistant to help you get the system started and manage it along the way.

Insightly CRM Pricing Structure

Insightly offers three different packages for their CRM software. Each package is billed annually:

  • Plus: $29 each month, per user
  • Professional: $49 each month, per user
  • Enterprise: $99 each month, per user

You can try the Plus or Professional plans for free before committing to either plan. You can also contact the company to request a demo.

Insightly also offers a “forever free” CRM plan that allows two users to manage your sales, contacts, and projects. It doesn’t offer a lot of the features that the paid plans do. However, it may be a good jumping-off point for you to start experimenting with CRM software.

All of the plans also include Insightly CRM, with Plus offering limited features on this aspect. It’s an integrated CRM telephone system that works within your CRM system, analyzing your data.

All of the plans provide you with complete service and support. There are training options available, in addition to phone support.


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Insightly CRM Review

Insightly CRM software is a great option if you’re looking to implement more organization into your construction company. The support Insightly offers are superior to some of the other options on the market. The onboarding process is easy for most people to figure out.

The cloud-based system makes it easy for your entire team to be on the same page. It updates in real-time, so you don’t need to worry about information not being updated across every user. You can also easily import your leads from another CRM if you make the switch to Insightly.

However, most of the marketing tools that are useful to you are located in the higher-priced plans. With that in mind, their plans are more affordable than other options out there.

If you’re just starting out with CRM software, look into the free trial for Insightly. You’ll have plenty of time to determine if the software is a good fit for you and your business.

Streamline Your Business With CRM Software

As a highly profitable construction company, implementing Insightly CRM software into your business practices is essential. You’ll manage your projects more efficiently and increase your profits.

Contact us today to receive a quote for hiring a virtual assistant to help with your CRM needs.