About Insightly
The world’s most popular CRM software for Google and Office 365 users, Insightly is the CRM of choice for growing teams across all industries, including manufacturing, professional services, media & communications, technology, and construction.
With Insightly, all your critical sales and business data—leads, contacts, emails, events, quotes, projects, tasks, sales opportunities, and business reports—are organized and secure in one place. As a result, you and your team have the most up-to-date customer information at your fingertips at all times, helping you align teams, speed up the sales cycle, and provide consistently great customer experience throughout the entire customer journey.
Use Insightly’s custom objects and apps to tailor workflows and processes to your unique business needs and preferences, ensuring high adoption and satisfaction. Easily integrate Insightly with other tools, including email, file management, accounting, and messaging platforms. For any other integrations, Insightly offers an open (and free) RESTful API, webhooks, or Lambda functions to enable seamless data synchronization.
Pricing starting from:
US$29.00/month
- Free Version
- Free Trial
- Subscription
Key benefits of Insightly
Insightly accelerates sales by:
Collaborating across the organization with centralized customer data
Ensuring adoption with an intuitive and user-friendly UI
Growing your business faster with lead management and automated workflow
Insightly builds relationships by:
Understanding complex organizational relationships with flexible record linking
Tracking frequency of interactions by linking emails, proposals, etc. to contacts, orgs
Increasing sales efficiency by focusing on relationship gaps
Insightly delivers projects by:
Coordinating employee, contractor, and partner activity with task management
Driving productivity with templated tasks and events
Automatically generating tasks, events, emails, and update milestone statuses
Devices
Business size
Markets
Australia, Canada, China, Germany, United Kingdom, India, Japan, New Zealand, United States and 4 others
Supported Languages
English, French, Portuguese, Spanish
Pricing starting from:
US$29.00/month
- Free Version
- Free Trial
- Subscription
Images
Features
Total features of Insightly: 126
- API
- Access Controls/Permissions
- Activity Dashboard
- Activity Tracking
- Alerts/Notifications
- Appointment Scheduling
- Assignment Management
- Batch Processing
- Budget Management
- Business Card/Badge Scanning
- CRM
- Calendar Management
- Calendar Sync
- Calendar/Reminder System
- Call Management
- Campaign Management
- Cataloguing/Categorisation
- Collaboration Tools
- Commenting/Notes
- Commission Management
- Configurable Workflow
- Contact Database
- Contact Management
- Contract/License Management
- Customer Database
- Customer Segmentation
- Customer Service Analytics
- Customer Support
- Customisable Branding
- Customisable Reports
- Customisable Templates
- Customizable Fields
- Dashboard
- Dashboard Creation
- Data Import/Export
- Data Synchronisation
- Data Visualisation
- Document Management
- Document Storage
- Drag & Drop
- Dynamic Modeling
- Email Management
- Email Marketing
- Email Response Control
- Email Templates
- Email Tracking
- Event Triggered Actions
- Field Sales Management
- File Management
- File Sharing
- For Mac Devices
- For Startups
- For iPad Devices
- Forecasting
- Gantt/Timeline View
- Goal Setting / Tracking
- Graphical Data Presentation
- Interaction Tracking
- Internal Chat Integration
- Kanban Board
- Lead Capture
- Lead Distribution
- Lead Generation
- Lead Management
- Lead Nurturing
- Lead Qualification
- Lead Segmentation
- Marketing Automation
- Mobile Access
- Modeling & Simulation
- Multi-Currency
- Opportunity Management
- Percent-Complete Tracking
- Performance Metrics
- Pipeline Management
- Pipeline Reports
- Prioritisation
- Progress Tracking
- Project Planning
- Project Planning/Scheduling
- Project Templates
- Project Tracking
- Project Workflow
- Projections
- Proposal Generation
- Prospecting Tools
- Quotes/Estimates
- Real Time Analytics
- Real Time Data
- Real Time Notifications
- Real Time Reporting
- Real-time Updates
- Recurring Tasks
- Referral Tracking
- Reminders
- Reporting & Statistics
- Reporting/Analytics
- Reporting/Project Tracking
- Role-Based Permissions
- Routing
- Sales Forecasting
- Sales Pipeline Management
- Sales Reports
- Sales Trend Analysis
- Search/Filter
- Segmentation
- Self Service Portal
- Shared Contacts
- Social Media Integration
- Source Tracking
- Statistical Analysis
- Status Tracking
- Tagging
- Task Management
- Task Planning
- Task Progress Tracking
- Task Scheduling
- Template Management
- Territory Management
- Third Party Integrations
- Third-Party Integration
- To-Do List
- Visual Analytics
- Web Forms
- Web-based Deployment
- Workflow Management
Alternatives
Salesforce Sales Cloud
Pipedrive
HubSpot CRM
Bitrix24
Reviews
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- Industry: Information Technology & Services
- Company size: 10,000+ Employees
- Used Daily for 1+ year
-
Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
A reliable and completely user-friendly tool with immense productivity.
Reviewed on 24/07/2019
Insightly CRM offers a wide range of services for our business to improve our customer services and...
Insightly CRM offers a wide range of services for our business to improve our customer services and have provided us with benefits to enhance our marketplace. It has allowed us to successfully engage our working relationships with the clients in a more reliable way. I have also been performing project management tasks with this tool.
Pros
Insightly CRM is itself a very reliable tool which allows the user to gain the most of the advantage with its easy to use features and efficient tools. We can also easily integrate it with other tools to improve the overall productivity. It's super responsive when dealing with the customers. We can easily maintain our sales cycles and ongoing customer service to provide extra care for the clients. The user-interface is also quite easy and manageable than other such tools.
Cons
Chrome extensions are bit of a clunky addition which further complicated the working procedure so mostly avoid it. The other tools integration is right on point but the social media integration misses few of the parts and continues to be a wastage of time for us. In the end, it proves to be much effected on our overall work and improves the efficiency of our work routine.
Response from Insightly
Hi Susan,
Thank you for the feedback. The Chrome Extension you're talking about is actually sunset. Try the new Add-On. :)
- Industry: Utilities
- Company size: 2-10 Employees
- Used Daily for Free Trial
-
Review Source
Overall rating
- Ease of Use
- Likelihood to recommend 8.0 /10
Brings all record-keeping together
Reviewed on 25/12/2019
We have only been using Insightly for a couple of weeks, but overall I've liked it a lot. Prior to...
We have only been using Insightly for a couple of weeks, but overall I've liked it a lot. Prior to using Insightly, we were manually note-taking in Word documents for each client. Each time that a lead was converted, we then had to go and update everything. Now that we are able to integrate all of our notes, contacts, emails, etc. into one system, the workload has drastically lightened.
Pros
The thing that I like most about Insightly is that it allows me to document everything from start to finish with each customer. For example, if I send an email to a lead/customer, all I have to do is add that as an attachment in Insightly and I can go back at any time and see anything that was linked with that particular person. This helps track progress when passing off to other team members, too. In a sense, Insightly brings all of the "record-keeping" together and puts in one simple platform.
Cons
The project management function is pretty basic. Unlike a couple other CRM software that I've tested, Insightly does not offer many of the graphical views that the others do. Being someone who has an easier time seeing data in the visual realm, this was a feature that I wished Insightly would add.
Alternatives Considered
Salesforce Sales CloudReasons for Switching to Insightly
Salesforce was not transparent in their pricing. Also, my colleague told me that she heard Salesforce is difficult to set up.Response from Insightly
Hi Joshua! Thanks so much for your kind words. We work hard to make Insightly a preferred CRM for businesses like yours, and are thrilled you're making the most out of our platform. Thank you for being our valued customer. We look forward to helping you and your team reach new heights!
- Industry: Financial Services
- Company size: 2-10 Employees
- Used Daily for 6-12 months
-
Review Source
Overall rating
- Value for Money
- Ease of Use
- Likelihood to recommend 5.0 /10
Great CRM for a Small Business
Reviewed on 06/01/2022
Insightly made it easy to manage our contacts from within Gmail and sync to other apps. We found it...
Insightly made it easy to manage our contacts from within Gmail and sync to other apps. We found it helped us boost the productivity of our team. However, in the end, it was too simple for our needs.
Pros
Insightly is easy to set up and quite intuitive even for new users.
Cons
It didn't offer the robust features that other more specialized CRMs offer so as much as we liked it, we had to shift to something with more options. The project management features were also less useful as compared to some of the other options we tried out.
- Industry: Management Consulting
- Company size: 11-50 Employees
- Used Weekly for 2+ years
-
Review Source
Overall rating
- Value for Money
- Ease of Use
- Likelihood to recommend 7.0 /10
Insightly : a good option to start with cloud based CRMs for Small businesses
Reviewed on 10/10/2021
Insightly helps entrepreneurs and small businesses like most of our clients to get to the digital...
Insightly helps entrepreneurs and small businesses like most of our clients to get to the digital space and excel in no time. As a Technology expert, I highly recommend it to entrepreneurs beginning with tech and online platforms for their business.
Pros
Insightly Helps small and mid business manage their leads and projects online, through a fully fledged cloud based tool that provides an abundance of smart features, including customer insights from internet sources, and structured project/opportunity management platform.
Cons
It is probably requiring some advanced knowledge from our end, but integrating Insightly with e-mail services, social media and other 3rd parties seemed to be complex. We've been using Insightly in its early times, and I'm sure that things went better afterwards with the continuous improvements by Insightly amazing teams.
Alternatives Considered
Salesforce Sales Cloud, Salesforce Retail CRM, Zoho CRM, Vtiger CRM, Bitrix24 and HubSpot CRMReasons for Switching to Insightly
In its first launch, Insightly shown more functions for small businesses that attracted me, especially for individuals with no previous experience of online software CRMs. Nevertheless, each of the other competitors on the market has its competitive advantage, and addresses the needs of a particular niche. Each consumer needs to know first what features make sense to their business before choosing a CRM.- Industry: Staffing & Recruiting
- Company size: 51-200 Employees
- Used Daily for 2+ years
-
Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 8.0 /10
Effective and Affordable
Reviewed on 25/07/2019
Overall for small or medium size sales organizations, this is a great vehicle to ensure all...
Overall for small or medium size sales organizations, this is a great vehicle to ensure all opportunities are documented and tracked. Scheduling follow up ensures that communication errors are mitigated and the email templates support marketing initiatives.
Pros
The software offers many free features that others charge. It is excellent for a small business on an operational budget but can easily enhance when necessary. Automated marketing email templates are effective and easy to use. The system also integrates well with other marketing products. The dashboard gives a snapshot of your sales opportunities and the user can customize.
Cons
Documenting phone call attempts and connects take too many steps. The Task portion is a bit complicated and again requires too many steps.
Reasons for Switching to Insightly
More enhanced features are included without additional costs.Response from Insightly
Hi Nezar,
Thank you for the feedback!!!
Insightly FAQs
Below are some frequently asked questions for Insightly.Q. What type of pricing plans does Insightly offer?
Insightly offers the following pricing plans:
- Starting from: US$29.00/month
- Pricing model: Free Version, Subscription
- Free Trial: Available
Free: $0 (Free for up to 2 users) Plus $29/user/month (billed annually) Professional $49/user/month (billed annually) Enterprise $99/user/month (billed annually)
Q. Who are the typical users of Insightly?
Insightly has the following typical customers:
Self Employed, 2-10, 11-50, 51-200, 201-500, 501-1,000, 1,001+
Q. What languages does Insightly support?
Insightly supports the following languages:
English, French, Portuguese, Spanish
Q. Does Insightly support mobile devices?
Insightly supports the following devices:
Android (Mobile), iPhone (Mobile), iPad (Mobile)
Q. What other apps does Insightly integrate with?
Insightly integrates with the following applications:
10to8, 123FormBuilder, ActiveCampaign, ActiveDEMAND, Acuity Scheduling, Aircall, AnyMeeting, Asana, Automate.io, Benchmark Email, Bidsketch, BookingSync, Box, CallRail, Campaign Monitor, Chargebee, Clio, ConnectWise Manage, Constant Contact, Contactually, Cyclr, Dasheroo, Debitoor, Delivra, Direct Mail, DirectIQ Email Marketing, Drip, Dropbox Business, EZ Texting, Emma, Everhour, Evernote Teams, Facebook for Business, Formstack Forms, FreeAgent, FreshBooks, Front, FullContact, GetResponse, Gmail, Google Calendar, Google Contacts, Google Drive, Google Forms, Google Workspace, Gravity Forms, Groove, Help Scout, HubSpot CRM, Hubstaff, INinbox, Intercom, Jotform, Kanban Tool, Keap, Kissflow Digital Workplace, Kixie PowerCall, Kustomer, Lead Liaison, LiquidPlanner, Mad Mimi, MailUp, Mailchimp, MailerLite, Marketo Engage, Mavenlink, Membrain, Microsoft 365, Microsoft Outlook, Microsoft Power BI, Mojo Help Desk, Myphoner, OmniFocus, OneDrive, Operations Hub, Outreach, PandaDoc, Pardot, PersistIQ, Podio, Practice Ignition, Process Street, Proposable, Proposify, Pure Chat, Quickbooks Online, Quote Roller, Quotient, Recurly, Reply, Robly, Sage Business Cloud, SalesforceIQ, ScheduleOnce, SendGrid, Sendinblue, ServiceM8, Setmore, SharpSpring from Constant Contact, Shopify, Slack, Slemma, Stripe, SugarCRM, SupportBee, Teamwork, Teamwork Desk, TimeCamp, Todoist, Toky, Toodledo, TractionNext, Trello, Typeform, Wave Accounting, WebMerge, Wishpond, Wufoo, Xero, YouCanBook.me, Zapier, Zendesk, Zendesk Sell, Zoho Books, Zoho CRM, Zoho Invoice, dotdigital Engagement Cloud, dotloop, noCRM.io
Q. What level of support does Insightly offer?
Insightly offers the following support options:
Email/Help Desk, FAQs/Forum, Knowledge Base, Chat
Related categories
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