Overview
ProductRatingMost Used ByProduct SummaryStarting Price
Insightly
Score 7.7 out of 10
N/A
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.
$348
per year per user
Recruit CRM
Score 8.8 out of 10
N/A
Recruit CRM is an ATS + CRM built for recruitment and executive search firms. It centralizes candidates, clients, jobs, and candidate communications. Key features include AI resume parsing, intelligent candidate matching, automated sourcing, GPT-powered content generation, and customizable workflow automation. A visual Kanban pipeline, AI search, and no-code integrations streamline operations, reduce manual work, and help recruiters fill roles faster while maintaining a structured, data-driven…
$95
per month per user
Pricing
InsightlyRecruit CRM
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
Pro
$95
per month per user
Business
$125
per month per user
Business
$135
per month per user
Enterprise
$259
per month per user
Offerings
Pricing Offerings
InsightlyRecruit CRM
Free Trial
YesYes
Free/Freemium Version
NoYes
Premium Consulting/Integration Services
YesYes
Entry-level Setup FeeNo setup feeNo setup fee
Additional DetailsUp to 20% discount for annual pricing on Pro and Business plans.
More Pricing Information
Community Pulse
InsightlyRecruit CRM
Features
InsightlyRecruit CRM
Sales Force Automation
Comparison of Sales Force Automation features of Product A and Product B
Insightly
7.3
420 Ratings
7% below category average
Recruit CRM
-
Ratings
Customer data management / contact management8.2402 Ratings00 Ratings
Workflow management7.0369 Ratings00 Ratings
Territory management7.387 Ratings00 Ratings
Opportunity management8.1365 Ratings00 Ratings
Integration with email client (e.g., Outlook or Gmail)7.1376 Ratings00 Ratings
Contract management6.521 Ratings00 Ratings
Quote & order management7.172 Ratings00 Ratings
Interaction tracking6.9330 Ratings00 Ratings
Channel / partner relationship management7.724 Ratings00 Ratings
Customer Service & Support
Comparison of Customer Service & Support features of Product A and Product B
Insightly
7.1
13 Ratings
8% below category average
Recruit CRM
-
Ratings
Case management7.011 Ratings00 Ratings
Call center management7.28 Ratings00 Ratings
Help desk management7.19 Ratings00 Ratings
Marketing Automation
Comparison of Marketing Automation features of Product A and Product B
Insightly
6.9
327 Ratings
12% below category average
Recruit CRM
-
Ratings
Lead management6.5311 Ratings00 Ratings
Email marketing7.3260 Ratings00 Ratings
CRM Project Management
Comparison of CRM Project Management features of Product A and Product B
Insightly
6.7
403 Ratings
14% below category average
Recruit CRM
-
Ratings
Task management6.9389 Ratings00 Ratings
Billing and invoicing management6.039 Ratings00 Ratings
Reporting7.1339 Ratings00 Ratings
CRM Reporting & Analytics
Comparison of CRM Reporting & Analytics features of Product A and Product B
Insightly
7.5
364 Ratings
2% below category average
Recruit CRM
-
Ratings
Forecasting7.092 Ratings00 Ratings
Pipeline visualization7.9341 Ratings00 Ratings
Customizable reports7.7328 Ratings00 Ratings
Customization
Comparison of Customization features of Product A and Product B
Insightly
7.3
366 Ratings
5% below category average
Recruit CRM
-
Ratings
Custom fields8.2365 Ratings00 Ratings
Custom objects7.3123 Ratings00 Ratings
Scripting environment6.86 Ratings00 Ratings
API for custom integration7.0192 Ratings00 Ratings
Security
Comparison of Security features of Product A and Product B
Insightly
7.5
313 Ratings
11% below category average
Recruit CRM
-
Ratings
Single sign-on capability7.6279 Ratings00 Ratings
Role-based user permissions7.3214 Ratings00 Ratings
Social CRM
Comparison of Social CRM features of Product A and Product B
Insightly
7.4
90 Ratings
1% below category average
Recruit CRM
-
Ratings
Social data6.825 Ratings00 Ratings
Social engagement8.078 Ratings00 Ratings
Integrations with 3rd-party Software
Comparison of Integrations with 3rd-party Software features of Product A and Product B
Insightly
6.3
156 Ratings
17% below category average
Recruit CRM
-
Ratings
Marketing automation7.5156 Ratings00 Ratings
Compensation management5.14 Ratings00 Ratings
Platform
Comparison of Platform features of Product A and Product B
Insightly
5.5
325 Ratings
32% below category average
Recruit CRM
-
Ratings
Mobile access5.5325 Ratings00 Ratings
Recruiting / ATS
Comparison of Recruiting / ATS features of Product A and Product B
Insightly
-
Ratings
Recruit CRM
8.7
14 Ratings
9% above category average
Job Requisition Management00 Ratings9.013 Ratings
Company Website Posting00 Ratings7.013 Ratings
Publish to Social Media00 Ratings9.010 Ratings
Job Search Site Posting00 Ratings8.010 Ratings
Customized Application Form00 Ratings10.013 Ratings
Resume Management00 Ratings8.014 Ratings
Duplicate Candidate Prevention00 Ratings9.013 Ratings
Candidate Search00 Ratings10.014 Ratings
Applicant Tracking00 Ratings9.013 Ratings
Collaboration00 Ratings9.012 Ratings
Task Creation and Delegation00 Ratings8.013 Ratings
Email Templates00 Ratings9.013 Ratings
User Permissions00 Ratings8.012 Ratings
Notifications and Alerts00 Ratings9.012 Ratings
Reporting00 Ratings8.012 Ratings
Best Alternatives
InsightlyRecruit CRM
Small Businesses
Salesmate
Salesmate
Score 10.0 out of 10
Breezy HR
Breezy HR
Score 9.2 out of 10
Medium-sized Companies
Creatio
Creatio
Score 9.0 out of 10
Breezy HR
Breezy HR
Score 9.2 out of 10
Enterprises
Creatio
Creatio
Score 9.0 out of 10
PeopleStrong
PeopleStrong
Score 10.0 out of 10
All AlternativesView all alternativesView all alternatives
User Ratings
InsightlyRecruit CRM
Likelihood to Recommend
7.7
(432 ratings)
9.0
(14 ratings)
Likelihood to Renew
9.0
(34 ratings)
-
(0 ratings)
Usability
7.7
(168 ratings)
9.1
(12 ratings)
Availability
9.0
(6 ratings)
-
(0 ratings)
Performance
7.9
(25 ratings)
-
(0 ratings)
Support Rating
8.9
(34 ratings)
9.5
(12 ratings)
In-Person Training
9.1
(1 ratings)
-
(0 ratings)
Online Training
9.0
(8 ratings)
-
(0 ratings)
Implementation Rating
8.2
(26 ratings)
-
(0 ratings)
Configurability
10.0
(18 ratings)
-
(0 ratings)
Contract Terms and Pricing Model
8.5
(3 ratings)
-
(0 ratings)
Ease of integration
9.0
(10 ratings)
-
(0 ratings)
Product Scalability
9.0
(9 ratings)
-
(0 ratings)
Professional Services
10.0
(1 ratings)
-
(0 ratings)
Vendor post-sale
9.1
(3 ratings)
-
(0 ratings)
Vendor pre-sale
7.9
(3 ratings)
-
(0 ratings)
User Testimonials
InsightlyRecruit CRM
Likelihood to Recommend
Unbounce
There are a lot of things Insightly is great with for Career Services but much of my job is updating things manually because Insightly doesn't have a way to help me manage the database the way we need to. We have multiple academic records per students but needed to have fields that are multiselect on our contacts. These are all manually updated which are very tedious and not the best for what we need it to be able to do
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Recruit CRM
Another way to describe your CRM experience is to show your skills and abilities in using CRM software and tools. For example, you can mention the specific CRM platforms or systems that you have used or are familiar with, such as Salesforce, HubSpot, Zoho, or Microsoft Dynamics.Highlight both technical and transferable skills. Showcase your ability to collaborate with and contribute to a team in addition to your capabilities in CRM applications. This way, the interviewer can see how your skills are assets to their organization. Highlight any special certifications in CRM software you haveTalent Shortage.Attracting the Right Candidates.Targeting Passive Candidates.Engaging with Qualified Candidates.Reducing Time-to-hire.Building a Strong Employer Brand.Creating an Efficient Recruiting Process.Eliminating Bias in Hiring.
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Pros
Unbounce
  • The ability to set up filters to generate lists based on just the categories I am interested in.
  • It's integration with our sales data so we can see customer spending trends across multiple years and seasons.
  • The ability to circle back to previous email correspondence to refresh on past conversations with individual clients.
Read full review
Recruit CRM
  • Easy parsing Resume
  • Adding contacts, Companies, candidates with ease from Linkedin
  • setting tasks and calendar invites
  • Advanced boolean search of candidates
  • reports on Activities
  • Fully Customize system
  • Email triggers
  • contact stages
  • Hiring pipeline
  • Deals pipeline
  • Phone calling & Recording Settings
  • Deal Pipeline
Read full review
Cons
Unbounce
  • Once you are immersed in the platform, for all of its integration kudos, the platform became "intuitive" if that is the right word for it. There was some push back from staff on deployment.
  • The service and support team at Insightly was very responsive, but it seemed as if they had fielded similar complaints, and slower learning curves than we expected.
  • Unfortunately, while all has worked out nicely now and we are very happy with the platform, we had to have additional instruction time for all the staff during onboarding as workflows, dashboards, and pipelines were more time intensive than expected on the demo.
Read full review
Recruit CRM
  • They are adding a lot of features all the time which can be annoying
  • They are usually catching up with features that other programs have rather than being more innovative
  • Other than this, I do not really have any complaints about this software
Read full review
Likelihood to Renew
Unbounce
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
Read full review
Recruit CRM
No answers on this topic
Usability
Unbounce
Anyone with any experience with a working knowledge of Facebook or using a Windows computer will be able to quickly adapt to Insightly and use it to suit their needs. It can become more difficult to use as a company might have custom workflows or Insightly customer service might need to customize the program to better suit a company's need. A slow introduction to the system is better than having to learn the program quickly. Parts and knowledge build on each other so it hard to grasp all at once. The learning curve for Insightly is 2-3 weeks while mastery comes with time and exposure to the program
Read full review
Recruit CRM
There is always room for improvement and I believe RCRM is a great system that is adapting to what it's users want and need. The system suits our needs and is a huge improvement from our previous system. I can't say enough good things about the customer service. They have great follow up and always get back to me within the same day. If there is ever an unknown, there is a timeline given for follow up and a promise to get it resolved. They always come through. It's important to have a team behind your software that listens and adapts.
Read full review
Reliability and Availability
Unbounce
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.
Read full review
Recruit CRM
No answers on this topic
Performance
Unbounce
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.
Read full review
Recruit CRM
No answers on this topic
Support Rating
Unbounce
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.
Read full review
Recruit CRM
Again, the customer service team is awesome. They always respond in the same day and have resolved any issue I have ever had. They have made improvements to the system on a weekly basis, always improving for their users. There is a forum where you can leave your feature suggestions and vote on ones left by other users. The reps will jump on a call or screen share with you if you need to be walked through anything. They go above and beyond.
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In-Person Training
Unbounce
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.
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Recruit CRM
No answers on this topic
Online Training
Unbounce
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
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Recruit CRM
No answers on this topic
Implementation Rating
Unbounce
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
Read full review
Recruit CRM
No answers on this topic
Alternatives Considered
Unbounce
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. Insightly has excellent potential, and its support team drives me to make it what I believe it can be. For the price, I believe Insightly is worth it.
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Recruit CRM
We evaluated about 3-5 different vendors. The low barrier to entry made it an easy target to test out. Forcing an upfront annual fee was not in our interest without extensively testing the product. We also had a very basic requirement - an easy way to intake a large number of candidates and move them through a recruitment process. We didn't need anything else special at the time and recruit CRM was the most straightforward application that would provide us with a solution.
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Contract Terms and Pricing Model
Unbounce
I don’t have the exact answers for this, but our accounting or finance department negotiates this. They always handle this kind of stuff and negotiate yearly licenses. Usually, they purchase 10 licenses in bulk and ask for a discount in bulk. Other than that, if there are any issues encountered on the app, they account for that. If it’s broken, that’s also taken into consideration when renewing the contract.
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Recruit CRM
No answers on this topic
Scalability
Unbounce
(+) 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.
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Recruit CRM
No answers on this topic
Professional Services
Unbounce
Our Customer Success Manager was great. A real professional and knowledgeable about the features and how they worked with our requirements
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Recruit CRM
No answers on this topic
Return on Investment
Unbounce
  • Positive Impact>Visibility is critical when it comes to taking proactive measures within the organization. The Insightly Tool has helped use with that which minimizes costs when it comes to rework. We can proactively plan for upcoming growth and identify areas of improvement.
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Recruit CRM
  • Huge Impact on ROI (This is going from having no ATS to having an ATS)
  • Allowed us to focus more work on our user experiences rather than building our own tool to manage recruitment operations
  • Has allowed us to maintain a relatively low cost in our tooling
Read full review
ScreenShots

Insightly Screenshots

Screenshot of Insightly's lead status and activity tracking, available so that nothing falls through the cracks.Screenshot of the reporting feature, which provides insight into sales and productivity performance.Screenshot of the Insightly Opportunities dashboard.Screenshot of Insightly on mobile.Screenshot of Screenshot of

Recruit CRM Screenshots

Screenshot of the dashboardScreenshot of Candidate List PageScreenshot of AI Workflow automationsScreenshot of Candidate details pageScreenshot of the AI assist toolScreenshot of AI Candidate Summary