What users are saying about

Insightly

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Top Rated
556 Ratings

Insightly

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Top Rated
556 Ratings
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Score 8.1 out of 101

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Likelihood to Recommend

Insightly

For a small business that has multiple projects going on at once, it is VERY well suited. I would think for a huge company with 20 sales people and extensive call volume, it might be extremely cumbersome and would miss valuable data gathering if the sales people didn't work 100% of the time from within the product (as most don't do). It's strong for a tiny business - easily the strongest of those I've tried.
Chris Akin profile photo

Feature Rating Comparison

Sales Force Automation

Insightly
7.3
Customer data management / contact management
Insightly
8.4
Workflow management
Insightly
7.5
Territory management
Insightly
6.1
Opportunity management
Insightly
8.0
Integration with email client (e.g., Outlook or Gmail)
Insightly
7.4
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
7.7
Email marketing
Insightly
7.1

CRM Project Management

Insightly
6.6
Task management
Insightly
7.8
Billing and invoicing management
Insightly
4.7
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
7.2
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
8.0
Role-based user permissions
Insightly
8.0

Social CRM

Insightly
6.8
Social data
Insightly
6.8
Social engagement
Insightly
6.8

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

  • It is made for small business to deploy in their business
  • It helps in lead generation
  • It helps in tasks and project management
Kingsley Imade profile photo

Cons

  • Free version very basic
  • Pricey
  • More integration with other apps
Kingsley Imade profile photo

Likelihood to Renew

Insightly9.0
Based on 18 answers
Insightly offers a great product; it's the right fit for our company at this time. We were, however, considering moving to Contactually due to their cost effective automation features. However, they lacked the project management capabilities of Insightly. As our company grows, we would love to stay with Insightly - and if they can nail the automation and add the ability to customize a little bit more, it would be the perfect solution for us. For a larger company with a more involved sales team, you might find the metrics/reporting to be a bit basic. Insightly offers great customer service even to free customers
Vanessa Johnson profile photo

Usability

Insightly8.6
Based on 47 answers
I LOVE Insightly. I just wish the app was more user friendly on the go. Overall, Insightly is our go to CRM and is the #1 tool I recommend to small business owners.
Megan De Salvo 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

Insightly8.4
Based on 22 answers
Performance is excellent. Never have problems with performance of app. Never
Moshe Kogos profile photo

Support

Insightly3.2
Based on 14 answers
Support is good in Insightly but I miss a chat service.
Alvaro Satrustegui 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
Getting management on board from the beginning is key.
Matthew Boote profile photo

Alternatives Considered

When it comes to customization (not configuration) Insightly does not compare because it does not offer that option. This is the single biggest differentiator between Insightly and these enterprise level CRM systems. When it comes to budget, setup time, and user adoption rates, I imagine Insightly would be much more favorable.
Micah Feldkamp 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