Insightly is presented as a modern, affordable CRM that is easy to use, simple to customize, and that scales with companies as they grow, designed to solve common pain points that legacy CRMs can't. Available in any vertical, Insightly CRM customers can add companion products for marketing automation, customer service, and integrations in the same platform. Insightly has more than a million users worldwide.
$29
per month (billed annually) per user
Kustomer
Score 8.7 out of 10
N/A
Kustomer is a customer service CRM platform built for managing high support volume by optimizing experiences throughout the customer service journey. Kustomer was acquired by Facebook in late 2020, but spun out in 2023 and re-launched as an independent entity, Kustomer, LLC.
$89
per month (billed annually) per user
Pricing
Insightly
Kustomer
Editions & Modules
Plus
$29
per month (billed annually) per user
Professional
$49
per month (billed annually) per user
Enterprise
$99
per month (billed annually) per user
Enterprise
$89
per month (billed annually) per user
Ultimate
$139
per month (billed annually) per user
Offerings
Pricing Offerings
Insightly
Kustomer
Free Trial
Yes
No
Free/Freemium Version
No
No
Premium Consulting/Integration Services
No
No
Entry-level Setup Fee
No setup fee
No setup fee
Additional Details
—
All plans require an annual subscription and 8 users minimum.
I have used a large amount of CRMs in the past but many of them are not on your list. Most of them have been great but have not allowed us to have as much customization as we have had with Insightly. We chose Insightly because it had most of what we needed and a way for us to …
I chose Insightly because I loved the dashboards, but I couldnt do all the work required to get our info into their system for the dashboards to mean anything for me.
Blackbaud Raiser's edge is very robust and not as user friendly. Greenlight CRM is fine but doesn't have as many features as Insightly. Insightly seems to be a good inbetween.
Insightly had overall way more flexibility then I had with NetSuite. NetSuite didn't have the creative pipeline abilities that Insightly had. Insightly had better data manage and tracking clients were way better and efficient then what NetSuite could deliver. NetSuite was …
We transitioned away from NetSuite to Insightly and it was a significant upgrade as we do not have programming capabilities. Unfortunately, we need a document management system as we handle large volumes of all types of data and Insightly came up short. We switched to TaxDome …
Insightly actually have many different fields and customization options for data management. Other programs do not have the ability to organize data in this way. It is easy to manage customer contact information, phone call and email tracking, company management and many other …
There was a lot of flexibility and the cost factor was good, but I wasn't sure how comfortable the team felt with "Zia" the ai in the CRM. Zoho seemed like it was fully equipped for marketing automation and campaigns but there was a little confusion between this and the plus …
We swapped across from HubSpot as it was too difficult and over the top. Insightly had all the positive features from Hubspot, without the complications.
I did not select Insightly for our company as I am a user but not a decision maker, but compared to Chronus, Insightly is a much more organized CRM. Chronus also had technical issues that slowed or prevented our work, and I have rarely run into that in my time using Insightly.
Although the SFMC cost us very high, but we like the platform because it covers everything which we wants. Its different studios and builders helps us to create our own custom emails and automations.
We also like its journey builder and mapping of customer data. Its something …
Insightly has just worked much better. The thing about Insightly that really sets it apart is the email linking. Having the ability to read all of the emails sent and received during the project let's you see the full story of the projects inception to its completion. …
I have forgotten the names of the softwares because we did the scoping over a year ago, but insightly was the best by far for our needs. The other two were focused on a different side of property services and had a lot of features that were not applicable. Without insightly, we …
Insightly is significantly better than Zendesk. It is easy to use, pleasant to look at, and makes sense. However, I don't think Insightly is fair now compared to Salesforce. Insightly can do many of the same things as Salesforce, but I've only started on some of these features. …
I did not select Insightly; my executive team selected Insightly. I would rate Insightly below any other CRM or marketing platform I've used based on its inefficiencies, lack of intuitive work processes, poorly functioning mobile app, and even the design, which is not appealing …
Insightly can be easily navigated and is straightforward. Based on my experience, it is more intuitive, and the menu buttons are self-explanatory, unlike the salesforce I have experienced. There are just a lot of buttons to click from, or sometimes, it could be a drop-down box …
I find it baffling how little data can be stored or associated with a customer in many other systems, and how difficult that can be to set up. It is fine if you already have a robust CDP that you can hook up and use to power your CRM, but it is rare that an organization has the …
It has improved a lot of the training time needed for our new hires to understand the Kustomer interface and how to handle communications fully. The time invested went significantly down, and the learning curve improved a lot as well.
Apps like Intercom, Zendesk, and Gorgios all treat customer inquiries as tickets, just tracking that one issue or interaction with a customer. Kustomer treats each customer as an individual, which allows us to provide top-notch customer service. Customers love that we're able …
Kustomer is a great fit for our organization because we can cut down on multiple contacts from the same customer and see all their information in one place. It's also infinitely customizable, so if we need changes made we can make them while still using the same platform. This …
The UI of Kustomer is a lot cooler than what we are using before. There are a lot of features that Kustomer has that make things easier and more convenient than Desk.com.
I use both in my role with the company. Our social media channels are managed through Khoros, but we use Kustomer to notate and contact customers outside of social media. I'd much rather bring our social media channels into Kustomer, to help with efficiency.
Kustomer is far more intuitive, personal, and holistic than Zendesk. As a company who has a lot of interaction with a single customer, it is such an advantage to take the customer approach rather than a single ticket approach. Zendesk was very limited in a lot of the actions …
All other systems I have used have been internally-made programs that were a lot more basic order-taking systems, no notes or call functions outside of when order was placed. Doesn't really compare here.
Kustomer simply does more than any other platform I've been able to work with. Sure some others will give you a handful of neat tricks built in for managing a channel or two but those rarely offer any external integrative capacity or limit what you can do in connections. …
I was not personally involved in the decision-making process when selecting a new CRM and ultimately settling on Kustomer. That said, I'm happy with the decision to partner with them. Compared to our previous CRMs, it is much easier to work with everything in one place and we …
Moving from Zendesk to Kustomer was driven by the clarity that the customer timeline brings for advocate engagement alongside the custom workflow abilities.
Zendesk did not give a big picture of the customer. It was more of a ticketing platform, and only gave statistics of those conversations. We were unable to track customer sentiment, or other attributes of the customer.
Kustomer is far more scalable and flexible than Zendesk, and it provides a real omni-channel experience far from the "Zendesk for mails, Zendesk chat for chats" we were used to. On the automation and customisation features, it gets even clearer how Kustomer can deal with a lot …
If a business has a simple workflow for purchasing a product or service for a customer and they want to keep track of this workflow then Insightly is very useful. The more complex a business operation is then Insightly starts to become difficult to use. I would recommend Insightly for small and medium sized businesses. Large businesses might have issues delegating tasks across many different users in a large company
It works really well for you to ask a teammate to review a case/email/message and provide some input since you can all review the same conversations and client accounts. They can also cover your inbox using your email handle in case you are out of the office suing some well deserved PTO.
As mentioned, Insightly integrated with Google Suite so all of our communications, and especially our analytics and metrics, didn't miss a beat.
Slack integration was helpful too, as a number of tools I investigated prior to choosing Insightly, had third party apps used for integration. This is better than nothing, but Insightly's native integration was a real relief.
The project management feature was a life saver, not just for the DEV team, but also for the Sales team. This allowed us to skip service tickets and go right from us or a client, directly to DEV. The clients just got a much more personal touch and the turn around time was increased.
All customer data (past orders, communication with customer service, rewards account data) is in one place. This helps agents avoid confusion and reduces the number of tabs they need to open.
The Knowledge Base (or K Base) is very helpful. Any time we roll out a new policy or have a limited-time promotion, we can add all the relevant information and worksheets there for the convenience of the agents. That way they can stay in a chat while looking up the answer to a question.
We can seamlessly move from chat into email if the customer leaves or the queue times are too long. All the interactions will stay on the customer profile page, so they are kept up to date.
Customization has both positive and negative aspects. Some fields cannot be customized, and I've run into some issues because of this.
Misleading features. I suppose it is the quickest way to describe it. I'm trying to get my team away from having five windows open simultaneously to go through one process, and Insightly's "reply to email" function is misleading. You can't reply to the email; it creates an entirely new email without the previous thread. Due to this feature not working as expected, my team has to return to their inbox and reply to the email.
For our team, the feature that defaults all notes to begin in "done" status is difficult. Throughout each day we need to have notes open and assigned back and forth to different teams, and we have to remember to manually "open" each note. There is too much room for human error with this setting, and it is easy for important notes to be missed if a user forgets to open the note.
Similarly, it can be hard to remember to assign emails/notes to a particular team in addition to a user. We almost exclusively work out of team inboxes, and if someone on Care writes an email to a customer, the email will automatically be "done" when it is created, and it will be assigned to the user who wrote it, but not also to the user's team. There are instances where an email needs to be snoozed for several days/hours with further action needed, and unless the user remembers to assign the email to their team it may "awake" from the snooze and not be visible to anyone except the user who created it. Similarly to my first comment, this leaves a lot of room for human error and is not very intuitive.
Personally, I do not love that all tickets/emails/notes are jumbled together in the same inbox. While this gives visibility to everything on the "to do" list at the same time, it can be visually overwhelming. We have created unique folders for certain types of projects or categories of work, but have experienced tech glitches or just the awkwardness of another step to manually read the note, determine what type of category it is, and then manually assign it to another folder. Would love to have things auto-sort and take out this manual lift.
I love the idea of the autopilot setting, but we have not been able to use this for our work because it sorts items based on time, and not based on priority. In our line of work, we may have an urgent situation arise that needs attention before an email that was sent in 60 minutes ago. The autopilot feature would push the email to my associates sooner than it would the urgent situation from 5 minutes ago. Due to this, we manually monitor inboxes and assign work to ourselves and others.
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
Some items are not easily accessible as an admin, and the number of available resources is outdated (video from 2017). For basic tasks such as updating prospects or contacts, it is fine. However, when you change the screen size, the system becomes less responsive, with tables often being difficult to read.
There is a learning curve, but it is more than worth it, especially to have a dedicated resource pointed at Kustomer and any other software it interacts with. The basic implementation is useful, and powerful - certainly a MASSIVE upgrade over taking care of your customers in an email inbox or shuffling between multiple windows and applications! It is also set up really well to grow and reconfigure with your business. I'm a big fan.
The provider is 100% available, with no downtime, maintenance, or unexpected outages. We have been able to perform solid continuous services for 12 months without any interruptions. We have backups as well, unlike the in-house backup that they keep on their end. I believe they have a very good redundancy and backup infrastructure in case they get any outages.
Pages normally load quickly, but every now and then, as entering updates to fields, it take a while to update. Sometimes even after refreshing the screen, we have to exit and go back in to get the fields or queries to update.
We have used Insightly for almost 2 years now. We have always been able to get in touch with support for a variety of reasons and they have never disappointed us. The support staff have always been very understanding. They have assisted with answers to our questions and have provided great tech support. We would highly recommend them.
It’s a great tool that has helped our company and overall customer service. I believe if we were able to edit certain setting for our specific company that would be hopeful. We have been told before that certain desires of ours would make a change throughout all of Kustomer. Which is not something we would want, we would just want that to change for our business.
Well, we didn’t get the chance to do this in-person training but rather one-on-one online training with HR in-house. There were PowerPoints to discuss as well as video instructions on how to use the app, so it was okay. We were able to play around with it during the training or onboarding session.
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
did not participate in the implementation of this product did not participate in the implementation of this product did not participate in the implementation of this product did not participate in the implementation of this product did not participate in the implementation of this product did not participate in the implementation of this product
I have used a large amount of CRMs in the past but many of them are not on your list. Most of them have been great but have not allowed us to have as much customization as we have had with Insightly. We chose Insightly because it had most of what we needed and a way for us to customize the database as we needed it
I find it baffling how little data can be stored or associated with a customer in many other systems, and how difficult that can be to set up. It is fine if you already have a robust CDP that you can hook up and use to power your CRM, but it is rare that an organization has the resources or the customer-focus to rally behind setting up their customer service/experience team up for success. With a platform like Kustomer, you can actually evolve the relationship over time, or use the past experiences (number of contacts, purchases, previous issues, etc.) to power your next steps with a customer, making for a much more nuanced relationship with a human, not just a ticket.
(+) Being able to download my LinkedIn connections was a huge benefit. (+) I use the task function to stay on top of my follow-up activity which is another positive feature. (+) The sorting capabilities also help me pinpoint the contacts that I need to stay on top of. (-) When I add a new lead from an existing organization, I would like the organization's information to automatically populate the fields like address, website, description. I enter all that information manually. (-) My mass mailing experience has been tedious due to the email function being interrupted and crashing due to bad email addresses in some of my records. (-) Many of my leads do not have current email addresses. I wish Insightly offered a tool to help find email addresses. I spend too much time researching to find email addresses.
While I am working in a capacity that does not involve my input into the licensing or cost side of us having Insightly I can see that there is certainly a good ROI.
With 9 account managers utilising the system at any one time we can instantly keep track of our own sales and client data while also being able to see what others do.
Being able to track key KPIs as well with graphs and charts enables us to see where we sit within our targets and easily adapt to areas that need more attention.
We’re getting so much positive feedback — which is not something you traditionally associate with a customer care team — because we’re making it effortless for customers to deliver both positive and negative feedback, and we can now resolve the bad feedback really really quickly.
Primarily from our increased efficiency with Kustomer, we’ve seen a significant reduction of $3 to $4 for every cost per contact.
