Overview
What is Insightly?
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…
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How Insightly Differs From Its Competitors
Awards
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Pricing
Plus
$29
Professional
$49
Enterprise
$99
Entry-level set up fee?
- No setup fee
Offerings
- Free Trial
- Free/Freemium Version
- Premium Consulting/Integration Services
Starting price (does not include set up fee)
- $348 per year per user
Product Demos
Insightly CRM Demo
Features
Product Details
- About
- Integrations
- Competitors
- Tech Details
- FAQs
What is Insightly?
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.
Businesses can use Insightly for:
- Relationship linking
- Contact management
- Email tracking
- Lead management
- Opportunity management
- Quote generation
- Workflow automation
- Project management
- Advanced reporting
- Mobile CRM app with business card scanning and audio notes
- Localization/internationalization- Spanish, French, Portuguese, German, Italian
- Over 40 app integrations including Gmail, Google Apps, Mailchimp, Box, QuickBooks Online, etc.
Insightly Features
Sales Force Automation Features
- Supported: Customer data management / contact management
- Supported: Workflow management
- Supported: Territory management
- Supported: Opportunity management
- Supported: Integration with email client (e.g., Outlook or Gmail)
- Supported: Quote & order management
- Supported: Interaction tracking
Marketing Automation Features
- Supported: Lead management
- Supported: Email marketing
CRM Project Management Features
- Supported: Task management
- Supported: Reporting
CRM Reporting & Analytics Features
- Supported: Pipeline visualization
- Supported: Customizable reports
Customization Features
- Supported: Custom fields
- Supported: Custom objects
- Supported: API for custom integration
Security Features
- Supported: Role-based user permissions
- Supported: Single sign-on capability
Integrations with 3rd-party Software Features
- Supported: Marketing automation
Platform Features
- Supported: Mobile access
Insightly Screenshots
Insightly Videos
Insightly Integrations
Insightly Competitors
Insightly Technical Details
Deployment Types | Software as a Service (SaaS), Cloud, or Web-Based |
---|---|
Operating Systems | Unspecified |
Mobile Application | Apple iOS, Android |
Supported Languages | English, French, Portuguese, Spanish, German, Italian |
Frequently Asked Questions
Comparisons
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Reviews From Top Reviewers
Great Product! Satisfied Customer!
- Simplicity
- Tasks
- Pipeline
Cons
- Nothing really. It does everything we need it to. Very simple and easy to use.
Great Software With a lot of Capabilities
- Customer service has been great
- The dashboards have proven to be very useful and user friendly so far
- customization has been good so far as we have a unique model
Cons
- technical issues every now and then like embedding a video in an email isn't working
- It would be great if a workflow, journey or rule could automatically copy information from one field to another
- Our prospects may fill out more than one form but that information will overwrite itself. It would be great to see a historical log off all inputted information
Best CRM for small business - Insightly!
- The reports are robust and easy to build. I can also schedule and email them.
- The search bar is powerful and quickly finds the information that is needed.
- The automations are easy to build and help to reduce work.
- The software is flexible and can be easily customized for each user.
Cons
- Automations can be affected by updates.
- No ability to link the information on the related tab to the details tab on the projects.
Insightly.
- Project Tracking.
- KPI Monitoring.
- Process Streamlining.
Cons
- Automation
- Integration
- User Interface Friendly.
Good CRM tool
- Generating Reports
- Able to export contacts to generate emails
- Manage contacts
Cons
- Easier to use dashcards
- Easier to generate graphs from reports
- Easier to edit information and guides