Insightly is a web-based CRM and project management solution. The vendor recently shifted focus from SMBs to businesses of all sizes. The company was founded in 2009 and is based in San Francisco, California.
Insightly customers include ShuttleCloud, Iron Horse Brewery, Keller Williams and Lifeline Response.
|Employees (per LinkedIn):||39|
|Pricing:||Free to $129 per month per user. See vendor's pricing page for details on the five available plans.|
|Best Fit For:||
|Rating Attribute||Insightly||# of Reviewers Contributing to Rating Average||CRM Category Average|
|Likelihood to recommend||8.7||12||7.9|
|Likelihood to renew||8.0||6||8.3|
|Insightly Pros||Insightly Cons|
Users particularly like the task management features of Insightly, such as the ability to set reminders, the calendar view of tasks, and the ability to assign leads and tasks to different users.
Users would like to see more advanced reporting options, such as the ability to schedule reports and save report templates.
|Ease of use
Insightly is easy to set up. The interface is clean and easy to use.
|Additional features / customization options
Users mention varying specific capabilities they would like to see, such as the ability to create different views for different users, the ability to sort and filter contacts by different attributes, and the ability to edit multiple fields at once.
Users like the ability to create custom fields and custom tags. Insightly can be customized to fit your business and workflow.
|Google apps integration
The integration with Google apps allows users to easily save emails in Insightly. Users also like the integration with Dropbox.
Users say Insightly is affordable.
Overall, users like Insightly's mobile app. However, some say it's limited.
“Insightly is well suited for businesses that need a forum for employees to share their work and to access common information. If only one employee drafts reports and then emails them to the rest of the company, then Insightly might not be necessary. However, if a team of workers consistently collaborate on reports, then Insightly is far superior to email.”—
Investment Banking Analyst at Watts Capital Group
“I find that if an SMB doesn't have their sales process already defined that they will usually have trouble seeing how Insightly or any other CRM for that matter can help them become more efficient and provide better customer interactions and experiences.”—
Consultant at Theorem Solutions
“I would also point out that reading the setup instructions is critical to porting over data from their current CRM, and to not be shy about asking technical support for help, they proved very helpful during the initial setup.”—
Director of Marketing at Sites USA
By attracting great customers and being attentive to their needs, Insightly continues to expand our product features and grow with their businesses. Our updated pricing plans broaden our offerings to keep Insightly's CRM affordable for small businesses while including advanced account options for mid-sized and enterprise-level organizations.
Our responsive approach to customer requirements recently led us to add integrations for QuickBooks Online and Exchange calendars, introduce localized versions in five different languages, and connect users to a variety of file storage options they use day to day, including Dropbox, Google Drive, Box, OneDrive, and Evernote.
The first quarter of 2015 will include new Insightly features including lead management, business card scanning for our mobile apps, and native mass email capabilities, including sales templates and email scheduling. Later in the year, we have plans for advanced reporting options, calendars on mobile, integration with Gmail through browser extensions, and telephony functionality. We will also be launching a user community for customers to share their advice and best practices for implementing CRM in their industries and businesses.