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
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.