What users are saying about
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Top Rated
574 Ratings

Insightly

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Top Rated
574 Ratings
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Score 8.1 out of 101

Likelihood to Recommend

Insightly

Mail Merge! How easy it is to create an email and not only add user fields but be able to edit individual emails while reviewing!
Joanne Grams profile photo

Feature Rating Comparison

Sales Force Automation

Insightly
8.0
Customer data management / contact management
Insightly
8.4
Workflow management
Insightly
7.5
Territory management
Insightly
10.0
Opportunity management
Insightly
8.0
Integration with email client (e.g., Outlook or Gmail)
Insightly
7.6
Contract management
Insightly
6.5
Quote & order management
Insightly
9.0
Interaction tracking
Insightly
7.4
Channel / partner relationship management
Insightly
7.7

Customer Service & Support

Insightly
7.1
Case management
Insightly
7.0
Call center management
Insightly
7.2
Help desk management
Insightly
7.1

Marketing Automation

Insightly
7.6
Lead management
Insightly
7.7
Email marketing
Insightly
7.4

CRM Project Management

Insightly
6.8
Task management
Insightly
7.9
Billing and invoicing management
Insightly
5.2
Reporting
Insightly
7.5

CRM Reporting & Analytics

Insightly
7.2
Forecasting
Insightly
6.8
Pipeline visualization
Insightly
7.4
Customizable reports
Insightly
7.6

Customization

Insightly
8.1
Custom fields
Insightly
7.7
Custom objects
Insightly
10.0
Scripting environment
Insightly
6.8
API for custom integration
Insightly
7.7

Security

Insightly
8.0
Single sign-on capability
Insightly
8.0
Role-based user permissions
Insightly
8.1

Social CRM

Insightly
7.1
Social data
Insightly
6.8
Social engagement
Insightly
7.3

Integrations with 3rd-party Software

Insightly
6.1
Marketing automation
Insightly
7.0
Compensation management
Insightly
5.1

Platform

Insightly
7.5
Mobile access
Insightly
7.5

Pros

Insightly

  • We have been able to customize fields to address our needs. Our industry is not well known so typical fields do not address all the areas we record.
  • We have made extensive use of tags to categorize specific groups within groups that we want to monitor.
  • We have been able to completely customize the workflow process and steps to complete projects.
Ann Matuszak profile photo

Cons

Insightly

  • After entering a facility into Insightly, and trying to converge them with Quickbooks, the name of the organization automatically defaults to the person entered as the primary, and not the organization. It would be nice if the organization appeared as the primary.
  • To have the ability to create a map and pin all of our programs
  • Automate reminders from a certain date
Matt McCoy profile photo

Likelihood to Renew

Insightly

Insightly 9.0
Based on 18 answers
Because we are doing well with Insightly and we expect to improve it
Alvaro Satrustegui profile photo

Usability

Insightly

Insightly 8.6
Based on 47 answers
Because usability is one of the great things about Insightly
Alvaro Satrustegui profile photo

Reliability and Availability

Insightly

Insightly 10.0
Based on 3 answers
Knock on wood... I haven't had any difficulties with Insightly's availability to-date. I mostly use it on my desktop and infrequently access via my Android phone. No access issues.
Jane Beisell PMP, CIA profile photo

Performance

Insightly

Insightly 8.3
Based on 22 answers
The interface is very user friendly and easy to navigate. Reports can quickly be made, including custom fields.The website response has always been quick to load and has never been unavailable when I have needed access. They listen to requests for additional or custom features, and they hold workshops frequently to assist new and experienced users.
Douglas Psulkowski, P.E. profile photo

Support

Insightly

Insightly 2.7
Based on 14 answers
I only needed support once, and the answer was outstanding. Support was quick, and personal, with a "real" person on the other side. It's not that much as an experience, but I felt there was great company at the other side of the wire.
Massimo Pizzetti profile photo

Online Training

Insightly

Insightly 9.0
Based on 5 answers
I've used Insightly's online training &/ or learned as I went. I've found the blogs and online written material helpful. I've also attended a few webinars, which can be useful if you use a J-I-T approach so as not to overwhelm you (or your staff) with functionality that you are using just yet. The fact that it's all available on their website and you can learn at your own pace is invaluable
Jane Beisell PMP, CIA profile photo

Implementation

Insightly

Insightly 8.5
Based on 19 answers
Making the switch and deciding to use it will be the hardest part of using it. This is not a software that requires hours of training.
Vanessa Johnson profile photo

Alternatives Considered

Insightly

First it is very rare to find a CRM that combines the traditonal CRM function as well as Project Management. Insightly is not as pricey as other CRMs like Salesforce or Infusionsoft. The free version is a great way for a small business owner to actually use the CRM for as long as possible.
Kingsley Imade profile photo

Scalability

Insightly

Insightly 7.8
Based on 6 answers
As our company has grown with clients and employees, Insightly continues to provide superior service as a CRM. Additionally Insightly support is outstanding with continuous improvements, tools and response time
Dwight Zwiener profile photo

Return on Investment

Insightly

  • Using Insightly reduced my lead conversion time from 6 months to 3 on average.
  • It's motivating to see how much the open opportunities are worth.
  • Reports help with predicting sales cycles and forecasting.
Laura Pence profile photo

Pricing Details

Insightly

General

Free Trial
Yes
Free/Freemium Version
Yes
Premium Consulting/Integration Services
Entry-level set up fee?
No
Additional Pricing Details

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