What users are saying about

Insightly

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Top Rated
565 Ratings

Insightly

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Top Rated
565 Ratings
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Score 8 out of 101

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Likelihood to Recommend

Insightly

Insightly is perfect for small business owners who are not that tech savvy. It is also well known for its ease-of-use so if you aren't sure how to use a full-blown CRM this is a great place to be. Overall my business partner doesn't want to go back to a complicated system like Zoho CRM that was difficult to understand.
Denny Basham, MBA, Denver Reputation Marketing Expert. profile photo

Feature Rating Comparison

Sales Force Automation

Insightly
7.3
Customer data management / contact management
Insightly
8.4
Workflow management
Insightly
7.4
Territory management
Insightly
6.1
Opportunity management
Insightly
8.0
Integration with email client (e.g., Outlook or Gmail)
Insightly
7.5
Contract management
Insightly
6.5
Quote & order management
Insightly
7.2
Interaction tracking
Insightly
7.3
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
7.4
Lead management
Insightly
7.6
Email marketing
Insightly
7.2

CRM Project Management

Insightly
6.7
Task management
Insightly
7.8
Billing and invoicing management
Insightly
4.8
Reporting
Insightly
7.4

CRM Reporting & Analytics

Insightly
7.1
Forecasting
Insightly
6.6
Pipeline visualization
Insightly
7.3
Customizable reports
Insightly
7.5

Customization

Insightly
7.1
Custom fields
Insightly
7.6
Custom objects
Insightly
6.6
Scripting environment
Insightly
6.8
API for custom integration
Insightly
7.6

Security

Insightly
8.0
Single sign-on capability
Insightly
7.9
Role-based user permissions
Insightly
8.0

Social CRM

Insightly
6.9
Social data
Insightly
6.8
Social engagement
Insightly
6.9

Integrations with 3rd-party Software

Insightly
6.1
Marketing automation
Insightly
7.0
Compensation management
Insightly
5.2

Platform

Insightly
7.5
Mobile access
Insightly
7.5

Pros

  • Within GMAIL - the sidebar is an amazing tool and has so much potential!
  • Within GMAIL - so save into Insightly and link is very very helpful
  • Insightly's search is very good
  • Being able to tag the contact is helpful
  • The corroboration with Mailchimp is awesome
Joanne Grams profile photo

Cons

  • PLEASE add a DocuSign module! It is the only real reason we have considered other CRM companies!
  • Some of the workflow from completing a task but then checking off a task as done is a bit awkward and cumbersome.
  • Would love to be able to add more than 15 business cards per month. Do not want to upgrade for that alone.
Ann Matuszak profile photo

Likelihood to Renew

Insightly9.0
Based on 18 answers
Because we are doing well with Insightly and we expect to improve it
Alvaro Satrustegui profile photo

Usability

Insightly8.6
Based on 47 answers
Because usability is one of the great things about Insightly
Alvaro Satrustegui profile photo

Reliability and Availability

Insightly10.0
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

Insightly8.3
Based on 22 answers
Performance is excellent. Never have problems with performance of app. Never
Moshe Kogos profile photo

Support

Insightly3.0
Based on 14 answers
The online videos and FAQ are very helpful for a general working knowledge of the product. More detailed questions have been submitted to the support staff and they've always been timely in their reply. They don't always give the desired answer but they do get back quickly.
John Eggenberger profile photo

Online Training

Insightly9.0
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

Insightly8.5
Based on 19 answers
Begin with the end in mind.
John Eggenberger profile photo

Alternatives Considered

We did a one year of evaluation of 17Hats and while there were things that we liked - like the integration with DocuSign, they were just not worth trying to make the switch. Overall, the company seemed to do a good job of growing with its clients, it just seemed a bit 'young'. They were adding stuff on request but we really needed a CRM that was already there and knew what we were going to need. Zoho seems amazing but so piecemeal that we would need to invest way too much to get all that we wanted. Really a bit overwhelming. Insightly meets our needs and continues to improve and has very responsive client support.
Ann Matuszak profile photo

Scalability

Insightly7.8
Based on 6 answers
Would be nice to have certain allotment of memory per user
Gordon World profile photo

Return on Investment

  • Better client follow up and opportunity tracking
  • More cost-effective than SalesForce
Ron Sherwood 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