TrustRadius: an HG Insights company

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    Overview
    ProductRatingMost Used ByProduct SummaryStarting Price

    Insightly

    Score7.8 out of 10
    N/AInsightly 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

    Skype (discontinued)

    Score7.1 out of 10
    N/ASkype (the personal edition or Skype free) was a web meeting, video conferencing, and VoIP software, now superseded by Microsoft Teams' free edition and unsupported from May 2025.

    $2.99

    per month

    Pricing
    InsightlySkype (discontinued)
    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
    United States Subscription
    $2.99
    per month
    North America Subscription
    $6.99
    per month
    India Subscription
    $7.99
    per month
    Offerings
    Pricing Offerings
    InsightlySkype (discontinued)
    Free Trial
    YesNo
    Free/Freemium Version
    NoNo
    Premium Consulting/Integration Services
    YesNo
    Entry-level Setup FeeNo setup feeNo setup fee
    Additional Details——
    More Pricing Information
    Community Pulse
    InsightlySkype (discontinued)
    Considered Both Products
    Unbounce
    Chose Insightly
    Insightly offer a service that integrates customer relationship with project management in mobile and social platforms. other reason is that Insightly has a good selection of pricing tiers to cater just what your organization and system requires. A free 14-day trial is …
    Incentivized
    Chose Insightly
    Salesforce will always be the crown jewel of CRM tools. The robust features and ability to integrate with other tools makes it difficult to challenge. But you get what you pay for and Salesforce is incredibly expensive. That's why my company likes using Insightly because of the …
    Incentivized
    Chose Insightly
    I have to come back to ease-of-use here because Insightly is one of those systems that anyone can pick up quickly. We originally migrated from Zoho CRM over to Insightly and have never looked back. We also have a fantastic monthly deal that we can never get again so I don't …
    Incentivized
    Chose Insightly
    It was fair but was a little clunky with lots of bugs. The best think about plan plus is the ABC, 123 task priority assignment capability. Insightly is not buggy at all (maybe some very obscure bugs but for the most part pretty reliable. I can get around the lack of automatic …
    Incentivized
    Chose Insightly
    I think that sales software should take sales behavior into account when setting up the UI. Pipedrive and Trello are great because they use Kanban style progress visuals, i.e. the movement of cards through a process from left to right. Trello is great because it can also be …
    Incentivized
    Chose Insightly
    Insighlty better matched my needs at a price that was within budget.
    Incentivized
    Chose Insightly
    Filemaker works well as a database, but lacks the connectivity needed to be used by 4 reps. Salesforce is just too expensive for a small company.
    Incentivized
    Chose Insightly
    I chose insightly for the design.
    Incentivized
    Discontinued Products
    No answer on this topic
    Key User Insights
    Would buy again
    88%
    Would buy again
    117 Answers
    86%
    Would buy again
    85 Answers
    Delivers good value for the price
    94%
    Delivers good value for the price
    103 Answers
    93%
    Delivers good value for the price
    80 Answers
    Happy with the feature set
    88%
    Happy with the feature set
    117 Answers
    85%
    Happy with the feature set
    84 Answers
    Lived up to sales and marketing promises
    88%
    Lived up to sales and marketing promises
    72 Answers
    84%
    Lived up to sales and marketing promises
    53 Answers
    Implementation went as expected
    90%
    Implementation went as expected
    86 Answers
    96%
    Implementation went as expected
    70 Answers
    Features
    InsightlySkype (discontinued)
    Sales Force Automation
    Comparison of Sales Force Automation features of Insightly and Skype (discontinued)
    Feature
    Insightly
    7.4
    423 Ratings
    6% below category average
    Skype (discontinued)
    -
    Ratings
    Customer data management / contact management8.2405 Ratings00 Ratings
    Workflow management7.2372 Ratings00 Ratings
    Territory management7.390 Ratings00 Ratings
    Opportunity management8.2368 Ratings00 Ratings
    Integration with email client (e.g., Outlook or Gmail)7.3379 Ratings00 Ratings
    Contract management6.521 Ratings00 Ratings
    Quote & order management7.275 Ratings00 Ratings
    Interaction tracking7.2333 Ratings00 Ratings
    Channel / partner relationship management7.724 Ratings00 Ratings
    Customer Service & Support
    Comparison of Customer Service & Support features of Insightly and Skype (discontinued)
    Feature
    Insightly
    7.1
    13 Ratings
    8% below category average
    Skype (discontinued)
    -
    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 Insightly and Skype (discontinued)
    Feature
    Insightly
    7.2
    330 Ratings
    7% below category average
    Skype (discontinued)
    -
    Ratings
    Lead management6.8314 Ratings00 Ratings
    Email marketing7.7263 Ratings00 Ratings
    CRM Project Management
    Comparison of CRM Project Management features of Insightly and Skype (discontinued)
    Feature
    Insightly
    6.8
    406 Ratings
    12% below category average
    Skype (discontinued)
    -
    Ratings
    Task management7.1392 Ratings00 Ratings
    Billing and invoicing management6.039 Ratings00 Ratings
    Reporting7.3342 Ratings00 Ratings
    CRM Reporting & Analytics
    Comparison of CRM Reporting & Analytics features of Insightly and Skype (discontinued)
    Feature
    Insightly
    7.6
    367 Ratings
    1% below category average
    Skype (discontinued)
    -
    Ratings
    Forecasting7.092 Ratings00 Ratings
    Pipeline visualization7.9344 Ratings00 Ratings
    Customizable reports7.8331 Ratings00 Ratings
    Customization
    Comparison of Customization features of Insightly and Skype (discontinued)
    Feature
    Insightly
    7.5
    369 Ratings
    2% below category average
    Skype (discontinued)
    -
    Ratings
    Custom fields8.4368 Ratings00 Ratings
    Custom objects7.7126 Ratings00 Ratings
    Scripting environment6.86 Ratings00 Ratings
    API for custom integration7.3195 Ratings00 Ratings
    Security
    Comparison of Security features of Insightly and Skype (discontinued)
    Feature
    Insightly
    7.6
    316 Ratings
    10% below category average
    Skype (discontinued)
    -
    Ratings
    Single sign-on capability7.8282 Ratings00 Ratings
    Role-based user permissions7.4217 Ratings00 Ratings
    Social CRM
    Comparison of Social CRM features of Insightly and Skype (discontinued)
    Feature
    Insightly
    7.4
    90 Ratings
    1% below category average
    Skype (discontinued)
    -
    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 Insightly and Skype (discontinued)
    Feature
    Insightly
    6.4
    159 Ratings
    16% below category average
    Skype (discontinued)
    -
    Ratings
    Marketing automation7.7159 Ratings00 Ratings
    Compensation management5.14 Ratings00 Ratings
    Platform
    Comparison of Platform features of Insightly and Skype (discontinued)
    Feature
    Insightly
    5.9
    328 Ratings
    25% below category average
    Skype (discontinued)
    -
    Ratings
    Mobile access5.9328 Ratings00 Ratings
    Performance & Compatibility of Online Events Software
    Comparison of Performance & Compatibility of Online Events Software features of Insightly and Skype (discontinued)
    Feature
    Insightly
    -
    Ratings
    Skype (discontinued)
    6.2
    138 Ratings
    24% below category average
    High quality audio00 Ratings6.5135 Ratings
    High quality video00 Ratings7.2133 Ratings
    Low bandwidth requirements00 Ratings5.5130 Ratings
    Mobile support00 Ratings5.5118 Ratings
    Screen Sharing
    Comparison of Screen Sharing features of Insightly and Skype (discontinued)
    Feature
    Insightly
    -
    Ratings
    Skype (discontinued)
    6.2
    119 Ratings
    25% below category average
    Desktop sharing00 Ratings5.5118 Ratings
    Whiteboards00 Ratings6.860 Ratings
    Online Meetings / Events
    Comparison of Online Meetings / Events features of Insightly and Skype (discontinued)
    Feature
    Insightly
    -
    Ratings
    Skype (discontinued)
    6.0
    118 Ratings
    31% below category average
    Calendar integration00 Ratings6.185 Ratings
    Meeting initiation00 Ratings6.3106 Ratings
    Integrates with social media00 Ratings4.465 Ratings
    Record meetings / events00 Ratings7.077 Ratings
    Slideshows00 Ratings6.268 Ratings
    Online Events Collaboration
    Comparison of Online Events Collaboration features of Insightly and Skype (discontinued)
    Feature
    Insightly
    -
    Ratings
    Skype (discontinued)
    5.3
    111 Ratings
    41% below category average
    Live chat00 Ratings5.5110 Ratings
    Audience polling00 Ratings5.364 Ratings
    Q&A00 Ratings5.362 Ratings
    Online Events Security
    Comparison of Online Events Security features of Insightly and Skype (discontinued)
    Feature
    Insightly
    -
    Ratings
    Skype (discontinued)
    7.4
    101 Ratings
    9% below category average
    User authentication00 Ratings8.988 Ratings
    Participant roles & permissions00 Ratings7.183 Ratings
    Confidential attendee list00 Ratings6.260 Ratings
    VoIP system collaboration
    Comparison of VoIP system collaboration features of Insightly and Skype (discontinued)
    Feature
    Insightly
    -
    Ratings
    Skype (discontinued)
    6.5
    4 Ratings
    12% below category average
    Video conferencing00 Ratings5.74 Ratings
    Audio conferencing00 Ratings6.54 Ratings
    Video screen sharing00 Ratings6.14 Ratings
    Instant messaging00 Ratings7.94 Ratings
    Best Alternatives
    InsightlySkype (discontinued)
    Small Businesses
    Salesflare
    Score10 out of 10
    ClickMeeting
    Score9.5 out of 10
    Medium-sized Companies
    Kintone
    Score9.7 out of 10
    JioMeet
    Score9.8 out of 10
    Enterprises
    Oracle Sales
    Score8.9 out of 10
    Webex Meetings
    Score8.7 out of 10
    All AlternativesView all alternativesView all alternatives
    User Ratings
    InsightlySkype (discontinued)
    Likelihood to Recommend
    7.8
    (444 ratings)
    9.3
    (140 ratings)
    Likelihood to Renew
    8.7
    (36 ratings)
    10.0
    (5 ratings)
    Usability
    7.5
    (180 ratings)
    6.0
    (4 ratings)
    Availability
    9.0
    (6 ratings)
    10.0
    (1 ratings)
    Performance
    7.9
    (25 ratings)
    10.0
    (1 ratings)
    Support Rating
    8.9
    (34 ratings)
    10.0
    (42 ratings)
    In-Person Training
    9.1
    (1 ratings)
    -
    (0 ratings)
    Online Training
    9.0
    (8 ratings)
    -
    (0 ratings)
    Implementation Rating
    8.2
    (26 ratings)
    10.0
    (3 ratings)
    Configurability
    9.9
    (18 ratings)
    10.0
    (1 ratings)
    Contract Terms and Pricing Model
    8.4
    (3 ratings)
    10.0
    (1 ratings)
    Ease of integration
    9.0
    (10 ratings)
    10.0
    (1 ratings)
    Product Scalability
    9.0
    (9 ratings)
    10.0
    (1 ratings)
    Professional Services
    10.0
    (1 ratings)
    10.0
    (1 ratings)
    Vendor post-sale
    9.1
    (3 ratings)
    10.0
    (1 ratings)
    Vendor pre-sale
    7.8
    (3 ratings)
    10.0
    (1 ratings)
    User Testimonials
    InsightlySkype (discontinued)
    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
    Incentivized
    Read full review
    Discontinued Products
    Having interacted with a new replacement tool, Microsoft Teams, it is challenging to recommend Skype, as it lacks some essential features, such as being less equipped with the latest updates, and it is not platform-independent, causing issues on PCs and phones, as well as during calls that might hinder work.
    Incentivized
    Read full review
    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.
    Incentivized
    Read full review
    Discontinued Products
    • The instant chat function is great. Very straightforward, easy to use, easy to learn, no technical issues.
    • Video calls are pretty easy also, user friendly and a mostly stable connection with no issues.
    • Voice calls are easy also, eliminates the need for an external landline or the need to use your cell phone. Clear connections, not really any dropped calls.
    Incentivized
    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.
    Incentivized
    Read full review
    Discontinued Products
    • Skype is a RESOURCE hog. People who have limited bandwidth will have poor call quality.
    • It is hard to figure out how to use emojis and upload images in the chat.
    • The background images do not fool anybody....it is clearly not your real background.
    Incentivized
    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
    Discontinued Products
    I have given this rating as this need to give more than that as it's very helpful for us and makes our work more efficient and fast.
    Read full review
    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
    Incentivized
    Read full review
    Discontinued Products
    Skype is not as good as Facetime in terms of ease to glance at it and figure out how it works. I think that's a result of Skype trying to be too many things at once. A lot of the menu and UI could be streamlined, and I would jettison some of the additional functions that have been tacked on over the years to simplify. That being said, while some options are slightly hard to find, they all work flawlessly once found.
    Incentivized
    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.
    Incentivized
    Read full review
    Discontinued Products
    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.
    Incentivized
    Read full review
    Discontinued Products
    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.
    Incentivized
    Read full review
    Discontinued Products
    I am not aware of the current support level for Skype for business, as I have never used even though I have the product. However, the support for Skype's personal paid users is not where it could be. Users who pay for Skype features do not have a clear path to reach out to support. So, rating 6, can be better as soon as I need to use Skype for business support and get a good experience. I will say that I will renew Skype for Business subscription, which is a significant inconsistency on my end. The explanation is that Skype for Business comes bundled with Office for Business, with no additional cost, so why not.
    Incentivized
    Read full review
    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.
    Incentivized
    Read full review
    Discontinued Products
    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
    Incentivized
    Read full review
    Discontinued Products
    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
    Incentivized
    Read full review
    Discontinued Products
    It can be used on the phone via mobile application as well as on the desktop by logging in to the website. Easily installed and ready to use.
    Incentivized
    Read full review
    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.
    Incentivized
    Read full review
    Discontinued Products
    We use Skype in combination with Grasshopper. While Grasshopper acts as a routing toll free number with extensions, if we are making calls directly, we do it through Skype. Skype's desktop and mobile apps are easier to use, and provide unlimited local calls at a flat, affordable rate. Allowing our team to use their existing mobile or desktop devices without additional hardware for business office phone calls is important, and Skype makes that possible
    Incentivized
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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.
    Incentivized
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    Discontinued Products
    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.
    Incentivized
    Read full review
    Discontinued Products
    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
    Incentivized
    Read full review
    Discontinued Products
    The service provided is up to date, as discussed before buying.
    Read full review
    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.
    Incentivized
    Read full review
    Discontinued Products
    • Skype made keeping in touch with an advisor in Mexico very easy. The initiative there resulted in 5 new partnerships.
    • Skype has helped me with account management for at least 3 customers in LATAM--usually it's a fast way to answer a question about a support renewal.
    • For about 9 months Skype helped me stay in touch with a colleague in Prague. We would meet once a week to go over sales activities.
    Incentivized
    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.Product screenshotProduct screenshot