Insightly Voice

Voice pricing

$35

Per user/month, billed annually

(All prices USD)

Only available in USA and Canada
Insightly CRM Professional or Enterprise Plan required
Premium or Ultimate Support & Service Plan required

Included features

Up-Down-Arrow-Maker

Click-to-dial from leads/contacts

Drive sales productivity to new heights with click-to-dial

Pre-recorded voicemail

Deliver compelling leave-behind messaging consistently in a single click

Verified phone numbers

Eliminate human errors and make the right connection every time

Wait greeting, hold greeting, and voicemail

When lines are busy, deliver the experience customers demand with pre-recorded voice greetings

Click-to-dial from leads/contacts

Drive sales productivity to new heights with click-to-dial

Incoming call forwarding

Never miss an opportunity to engage an inbound call with call forwarding

Call lists for reps

Increase call velocity with pre-loaded call lists

User-selected local phone #

Improve potential for live connections with region specific area code selection

User call activity reporting

Monitor and manage the productivity of the sales, service and delivery teams; set goals and call velocity metrics

Call recording (option to turn off)

Keep everyone on the same page with the latest interaction with customers; honor call privacy preferences

Manager call listen-in functionality

Never miss a coaching opportunity by listening to your sales team’s interactions with customers and prospects

Call routing (shotgun or round robin)

Drive positive customer engagement experiences by routing the call to the right person every time

To speak with a human being, call: 1-888-999-4039

Features

Business impact

Click-to-dial from leads/contacts

Drive sales productivity to new heights with click-to-dial

Pre-recorded voicemail messages

Deliver compelling leave-behind messaging consistently in a single click

Verified phone numbers

Eliminate human errors and make the right connection every time

Wait greeting, hold greeting, and voicemail

When lines are busy, deliver the experience customers demand with pre-recorded voice greetings

Incoming call forwarding

Never miss an opportunity to engage an inbound call with call forwarding

Call lists for reps

Increase call velocity with pre-loaded call lists

User-selected local phone #

Improve potential for live connections with region specific area code selection

User call activity reporting

Monitor and manage the productivity of the sales, service and delivery teams; set goals and call velocity metrics

Call recording (option to turn off)

Keep everyone on the same page with the latest interaction with customers; honor call privacy preferences

Manager call listen-in functionality

Never miss a coaching opportunity by listening to your sales team’s interactions with customers and prospects

Call routing (shotgun or round robin)

Drive positive customer engagement experiences by routing the call to the right person every time

Missed call notifications

Keep customer satisfaction top of mind with predetermined call back time-lines

Get even more from Insightly CRM with Voice

Insightly Voice is a completely integrated CRM telephony solution that leverages your CRM data and the Insightly integrated platform giving your salespeople the tools they need to maximize their productivity. And it does all this without requiring complex configuration or setup.

Build customer relationships that last

Contextual contact activities like call notes and complete call histories are not only available to the sales team, but to anyone engaging with that contact across departments—be it sales, service, or marketing—enabling companies to build stronger customer relationships.

Call prospects with a single click

Reach out to customers, organizations, and prospects by simply clicking on their phone number within Insightly CRM. You can view a contact’s call history, take notes, find answers, and finalize the details of an opportunity while your contact is on the line—all without switching devices or software.

Personalize your calls with localized numbers and dedicated personal lines

With Insightly Voice you can increase the chances that your call will be picked up by selecting a phone number with the area code of your contact’s region.

Incoming calls can reach you on a dedicated personal line that will automatically present your customer‘s contact information and valuable sales history before you even answer the call.

Experience Insightly CRM for yourself

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