Insightly

Insightly

Customer Verified
Top Rated
About TrustRadius Scoring
Score 7.9 out of 100
Top Rated
Insightly

Overview

Recent Reviews

The best CRM I ever had

10 out of 10
November 10, 2021
We use Insightly CRM to keep track of our client contacts including public agencies and partners. Every pursuit that we follow has a …
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Data - Tasks - Communications

8 out of 10
November 01, 2021
We use Insightly on the Program (Operations) side of our organization. We track our constituents and constituents on the waiting list. We …
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Decent CRM for SMBs

7 out of 10
September 22, 2021
It is being used by some departments in Business Operations to keep a record of all customer and partner data. The most defining part of …
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Reviewer Sentiment

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Awards

TrustRadius Award Top Rated 2022
TrustRadius Award Top Rated 2020
TrustRadius Award Top Rated 2018

Popular Features

View all 31 features

Customer data management / contact management (304)

9.0
90%

Integration with email client (e.g., Outlook or Gmail) (284)

8.7
87%

Task management (292)

8.4
84%

Opportunity management (279)

8.4
84%

Reviewer Pros & Cons

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Video Reviews

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Pricing

View all pricing

Free

$0

Cloud
per month Up to 2 users

Plus

$29.00

Cloud
Per User/Per Month (billed annually)

Professional

$49.00

Cloud
Per User/Per Month (billed annually)

Entry-level set up fee?

  • No setup fee
For the latest information on pricing, visithttps://www.insightly.com/crm/pricing

Offerings

  • Free Trial
  • Free/Freemium Version
  • Premium Consulting / Integration Services

Features Scorecard

Sales Force Automation

8.1
81%

Customer Service & Support

7.1
71%

Marketing Automation

8.0
80%

CRM Project Management

7.6
76%

CRM Reporting & Analytics

8.2
82%

Customization

7.5
75%

Security

8.7
87%

Social CRM

7.4
74%

Integrations with 3rd-party Software

6.6
66%

Platform

8.9
89%

Product Details

What is Insightly?

Insightly is an online unified platform that provides CRM and marketing automation solutions targeted at small and mid-sized businesses. Marketing automation is built on the same platform as Insightly CRM, so customer data flows freely between the two systems in real time, giving users and their teams access to actionable insights, faster. The vendor boasts over 1.5 million worldwide small and mid-size business Insightly users build relationships, generate quotes, accelerate sales and deliver projects, and state it is the #1 Gmail, G Suite & Outlook CRM.

According to the vendor, businesses 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
Additional Platform Features
  • 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

Additional Features

  • Supported: AICPA SOC II Type 1 and Type 2 audited and accredited, and US/EU Privacy Shield and US/Swiss Privacy Shield certified.
  • Supported: Data import & export
  • Supported: Two-factor Authentication (2FA)
  • Supported: SAML-based Single Sign-On (SSO)
  • Supported: OAuth Single Sign-On (SSO)
  • Supported: Audit Logs

Insightly Screenshots

Track lead activity and status so nothing falls through the cracksReports provide insight into sales and productivity performance

Insightly Videos

Relationship management
6 ways to personalize your Insightly CRM
Insightly & G Suite/Google Apps CRM
Insightly for Sales
Insightly for Project Management
Advanced Permissions

Insightly Integrations

Insightly Competitors

Insightly Technical Details

Deployment TypesSaaS
Operating SystemsUnspecified
Mobile ApplicationApple iOS, Android
Supported LanguagesEnglish, French, Portuguese, Spanish, German, Italian

Comparisons

View all alternatives

Frequently Asked Questions

What is Insightly?

Insightly is an online CRM solution targeted at small and mid-sized businesses. It also provides project management, workflow automation, and reporting capabilities, along with 3rd-party integrations.

How much does Insightly cost?

Insightly starts at $0.

What is Insightly's best feature?

Reviewers rate Customer data management / contact management highest, with a score of 9.

Who uses Insightly?

The most common users of Insightly are from Small Businesses (1-50 employees) and the Information Technology & Services industry.

Reviews

(1-25 of 327)
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Score 2 out of 10
Vetted Review
Verified User
Review Source
Insightly is used to track quotes and orders for our client's projects. The business problem is the level of detail involved with each project and keeping up with frequent changes and deadlines. Insightly allows us to keep all the information in a specific Opportunity/Project to serve our customers better and faster.
  • Provides a platform to organize project information
  • The platform shows the organizations and people involved with a project as well as notes and emails; however, this area needs to reinstall a feature from the Classic Version that has been removed.
  • Makes it easy for multiple employees to see what is happening with a project without long meetings or conversations.
  • Please add the box back in to Files that allows for easily removing multiple files. This feature was in the Classic version and has been removed. In the current version removing un-needed files is a very chunky monkey process and a primary reason I no longer recommend Insightly to others in my industry. Png's such as Facebook, LinkedIn, and Instagram used by many in my industry as part of an email signature are saved as separate files along with quotes and documents I frequently need to open. It is extremely irritating to scroll through many of these Png files to find the one I want to open.
  • I rate the instructional videos a C. They seldom cover my question and I find rooting around to solve my problem better than using the customer service help or Zendesk options.
  • The information on Mailchimp Integration is very poor and I want to use Mailchimp Marketing.
It is not well suited to finding a specific File in an Opportunity or Project. The Leads feature is not helpful for my industry in that it requires a person's name & organization. Leads in my industry start with the announcement of a project in the industry trade newsletters without the name of the organization or people that I need to contact. Also, the image of a Contact has been reduced to a size that makes it not helpful.
The staff is helpful and typically knowledgeable; however, several issues I have had could have been resolved quicker if they could login and watch the problem. For example, there are several contacts that have been entered, but will only open if they are accessed through the Organization. This is difficult to show using screen shots.
Score 8 out of 10
Vetted Review
Verified User
Review Source
Insightly helps our department better understand the needs of customers, by helping to track their inquiries with us and the associated products they are interested in. It also helps us to email them directly from Insightly, or we can have our emails feed directly into Insightly. It also serves as a reminder for which customers are due for a follow-up.
  • Track leads. Adding contacts and sorting them based on the lead stage is clear and easy to do.
  • Clean interface. It's easy to use Insightly and show someone else how to use it.
  • Integrating with email. Emails are stored with the associated contact, making it helpful to view all communications inside Insightly
  • Task/sorting stages. Adding tasks creates a little banner and you can also change the stages. I found them a little redundant as a user
  • Uploading contacts can be a little slow when done in bulk
For medium or smaller businesses or teams, Insightly is great. It is easy to use and it's clear as opportunities to run various stages. The email integration is strong. For my team we use Insightly frequently to collaborate, we're all on the same page on what next steps need to be done when communicating with customers, and my various team members can access Insightly if someone is out and another team member needs to step in. It makes our team much more efficient.
The Insightly support personal are experienced and knowledgeable, a pleasure to deal with, and in my experience, they are the best in all the CRM's. There are so many videos to watch on the site and on YouTube, they are short videos on virtually anything you'd need to do. There are also longer videos if you want more of a tour of all the functions on the site.
November 10, 2021

The best CRM I ever had

Score 10 out of 10
Vetted Review
Verified User
Review Source
We use Insightly CRM to keep track of our client contacts including public agencies and partners. Every pursuit that we follow has a corresponding opportunity record in CRM, marketing, business development, and project management staff are linked to those opportunities and follow related activities including follow-up emails and phone calls, proposal preparation, and keeping track of delaines and win/loss results.
  • Easy to navigate
  • Easy to search
  • Easy customizable reporting
  • Mobile app
  • Improvement on Dashboards
  • Add time entry module for professional services firms
  • Add billing module
Easy to use and easy to set up CRM tool, for keeping track of customers and opportunities. Gain insight into your sales and marketing KPIs from the customizable reports. Not suitable for time entry and billing.
Quick respond
Amy O'Day | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Review Source
One of my clients manages a group of influencers and we use Insightly as our database to keep track of everyone. Not only are we able to add common details such as contact information and demographics, but we are also able to create groups and tags to note specific groups or subjects we can search in order to come up with a nice pool of candidates for a specific campaign.
  • Very easy to use-you can start using it without a lot of experience
  • Allows you to create groups or add tags to your contacts for more organization
  • Gives the option to upload current contact lists into the database rather than manually entering
  • Allows for adding social media profiles
  • Allows you to create "custom" fields within your contact that are specific to your company
  • It pulls profile pictures from Twitter profiles and they aren't usually good quality within the profile
  • It would be nice if there were more "standard" social media profiles included in the main contact portion-rather than creating custom fields for others
  • When creating tags, it would be nice if they weren't case sensitive-which allows for duplicates to be created
I think Insightly is a pretty good option for anyone looking for a database for their contacts. The different plans allow for a small number of contacts to a larger number for bigger companies. I'm not sure that really is a database that is completely perfect for everyone, but Insightly does a great job of covering at least a little bit of everything which makes it relevant to a lot of industries. I would say that if you are a really tiny company, this probably isn't the best software for your contact.
I give it a 10 because I didn't have to talk to live support, but any issues or questions I had were addressed in the support/help section.
Score 8 out of 10
Vetted Review
Verified User
Review Source
Insightly is really helpful to identify the right market audience for the product. It helps grow customer outreach and provides a great cloud based CRM solution. It helps handles sending emails to cutometers to help engage with wider audience and track KPI metrics to help in process improvement. It helps understand customer preferences really well and map their journey that help identify buying patterns, trends analysis and machine learning to help predict their behavior. This in turn helps create and design impactful events and campaigns and track metrics to see engagement with the customers. This can be done through social media , digital and offline campaigns as well. It is being used by the marketing department and will be scaled to the whole organization. It helped reach to customer and client by targeting them well and ensuring more revenue conversions. It also provided better integration to our clients that ensures better services.
  • customer segmentation
  • campaign design
  • bulk email sending
  • email alerts to customers
  • streamline various business processes
  • platform user interface
  • ability to adapt to market situation while having campaigns
  • securely save data on cloud in compliant way
  • reduction in maintenance and service cost
Insightly is well suited for an organization that requires to grow its outreach and has a defined market. It cannot be put into use where people don't know what market to capture and where the product won't perform. It helps create differential strategies for different customer segment to maximize revenues from high segment groups and help streamline and automate the process of performing customer engagement tasks like sending emails, alerts, social media posts and integrate with SAP, databases and warehouses.
Excellent support provided to deploy the app across all platforms like mobile, desktop and web and allow addition or deletion of users in quick time. It does not require any physical infrastructure and can be scaled at any level. It can be used across office locations to collaborate among users and help streamline workflow required to work on various projects.
Score 8 out of 10
Vetted Review
Verified User
Review Source
We use Insightly on the Program (Operations) side of our organization. We track our constituents and constituents on the waiting list. We use Insightly to track funding, activities and contact information for each of these constituents. We use it for communications and to track the frequency of our outreach to them.
  • Formatting of our pages
  • Ease of Data Entry
  • Task Tracking
  • Queries
  • Reports
  • Without putting information in Notes, there is no way to maintain multiple fields' yearly information over several years.
  • Would like to be able to edit (re-order) the list of LIST VIEW queries
  • It would be great if the STATE field had a dropdown with the states listed
  • In NOTES, you can report on Comment count - It would be nice you could report on comment count in TASKS also
Well suited to containing and reporting many details of current data but less well-suited to long term data that needs to be reported on and compared throughout several years.

Doesn't seem quite right for a full donor database - not as many of the capabilities we look for in that type of system.
There was a simple functionality that just changed - without warning. When we asked that it be repaired back to its original form, it took several months. We don't know if it is because we don't pay for the highest level of the software, but it seemed like it took too long.
Often when we ask other questions about functions of the software, the response we get is that we should buy a higher level (a level which would not suit our needs as a small nonprofit organization)

Greg Roberts | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified User
Review Source
Insightly is being used by my personal sales department, comprised of 8 individuals. It allows us the opportunity to navigate our sales and ongoing projects all in one portfolio. Comparisons of data and [analysis are] necessary for the continuation of further sales and successes.
  • Organization of tasks completed/ to-do
  • Management of sales and open projects
  • Good app on the iPhone, mobile on the go
  • Very little storage on the free version
  • Issues with email functionality, interference with Gmail login
  • Dull graphic designs, slightly dated
Insightly is the perfect option to utilize in a multi-staff project management team that requires organization of deadlines, tasks, and active projects. It allows the group to work on items simultaneously while also having access to [the] current workings of their colleagues. It is the perfect software for those working remotely that still need to stay connected. This would not be as necessary [for] a small/ single group due to such minimal project capacity that may be present.
Support systems are not always the easiest to get into contact with. However, this is true for many companies, and I do not hold it against them. A typical Google search will often solve the problems that I cannot.
Vince McConville | TrustRadius Reviewer
Score 5 out of 10
Vetted Review
Verified User
Review Source
I previously used Insightly within my business to manage both my sales opportunities and ongoing client projects. It meant I had visibility across all of the pre and post sales activities relating to customers. It was invaluable in helping me to manage my time and record things I had done and needed to do. Don't actively use it now but still have a basic subscription as I still implement it with some clients. Basic subscription is no longer available to new which is a bit of a shame as it was a good entry level price for new CRM users - The new higher base price puts off a lot of CRM newbies as they can't justify the cost compared to other products on the market.
  • Integration with my business ecosystem which is Google
  • Management of sales and project pipelines
  • New interface is brilliant making using the system so much easier
  • Could do with automated email linking
  • Raising the record limit on the Basic version
  • Reinstating the Basic version - The new entry-level price is too much for CRM newbies
Well suited to a small business that needs to manage both sales and projects at a high level. Not so great for in depth project management.
Score 10 out of 10
Vetted Review
Verified User
Review Source
Insightly is used across our whole company. It helps keep track of all projects and at what stage our projects are in, as well as all contact information for our customers/clients. Insightly is used on a daily basis and we update it regularly as contacts/jobs/emails often change. We love using it and it is so easy to maneuver around to find whatever we are looking for.
  • Keeps track of projects
  • Keeps track of contacts for each project
  • Easy to change information is contacts change
  • Maybe add some editable entry points
We use Insightly to keep track of projects and what stage each one is in. We are doing multiple projects for one customer/client within 3 different states. Insightly makes it easy to keep them separate from one another, while still keeping them under the same customer/clients. Makes it very easy to use and look up information.
I've never had an issue to where I have had to get any support for issues/problems/questions.
  • in-person training
Randi Yeaman | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Review Source
Insightly is being used in our sales department to capture leads, proposals, and projects. It helps us monitor and track our sales pipelines.
  • Captures Business Cards
  • Captures Leads
  • Captures Opportunities
  • Linking information
  • Better Reports
Well suited for sales, not so much for project management
September 22, 2021

Decent CRM for SMBs

Shivam Bhatt | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified User
Review Source
It is being used by some departments in Business Operations to keep a record of all customer and partner data. The most defining part of this CRM is definitely its seamless integration with G Suite, which is why it is one of the most popular CRMs on the market. In my experience using Insightly, I have found it to be a robust CRM with almost all the basic features and functionalities to help you effortlessly manage customer and partner relationships. It is flexible in terms of customization according to your requirements and is easy to use. It has helped us manage our leads, customer interactions, and opportunities all in one place while having visibility in the entire process.
  • Inexpensive
  • A clean and user friendly interface that is easy to navigate
  • Reporting features are quite comprehensive
  • Integration with G suite and other sales tools
  • Workflow management is easy to set up and makes collaboration simple
  • It lacks proper technical support. There aren't enough technical resources online and their support team isn't any help.
  • It takes months for their team to get the bugs fixed and is incredibly slow coming out with updates.
  • Lacks advanced features for contact management and opportunity management.
Insightly is better suited for growing companies and startups looking for an inexpensive CRM. It even has a free version to play around with. It is flexible in terms of how you want to configure it. It is well suited for areas like lead management or project management, but if you're looking for advanced features for reporting or opportunity management then it is a very average tool.
We're very disappointed with the technical support Insightly has to offer. Firstly, there is a lack of proper training modules or technical resources available online, even with a strong community of users. Then, their support team is highly unresponsive and so slow in getting a speedy resolution to your problem. We have faced issues in the past and it was almost impossible to get in touch with their support team. On the other hand, during implementation, their support team was great and made sure everything was set up properly and smoothly.
Score 9 out of 10
Vetted Review
Verified User
Review Source
We, the entire team of AML/KYC use Insightly as our CRM and needless to say, it seems to be a gem of a software to use amongst the team members. The contacts, leads, and tasks are all available to be used; however, we use the contacts module only as the leads module is used by another team at my organisation.
  • Contact Management
  • Stages of Leads
  • Marketing Automation
  • Email Management
  • Lead routing
  • Workflow automation
Of course. They have both CRM and Marketing modules. We use the CRM module only and it does make me believe that their app is well-suited for organisations / teams of different sizes, as the contact management and email management are the features which are most helpful for us in sending out emails whenever an AML case due date comes in.
I really haven't have had any chance in contacting their support team ever as our admin does it; however, I have heard only and only good things about their support team. On time and on-point responses make the experience for them the best and since we are using the software since long time now - we do not need much help from their support team.
Michael Guth | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Review Source
Insightly is being used in our company to manage our contacts and optimize communications with our customers. It also provides us with real-time information from multiple perspectives, which helps us increase our productivity and sales. We can automate the exporting of contacts, allowing us to create unique marketing and lead generation, offering a solution to virtually all of our sales problems.
  • It is a great CRM tool that is very intuitive and makes it easy to manage opportunities.
  • I like that it can clearly show activity on projects, schedule tasks, and effectively manage directory contacts.
  • I can automatically subscribe my leads to the email list through the web forms provided by Insightly.
  • They should add more variety of task and sales functions, which has to be at the forefront.
  • Although its price may seem a bit expensive, it is pretty affordable compared to other programs and much more for what it offers.
Insightly is recommended to any company that wants to manage sales opportunities; it is much easier to use. It also has an excellent graphical interface. It is a reliable tool to keep the contact base organized and updated. It is one of the best CRMs on the market; it can create, launch and analyze numerous email marketing campaigns.
Their technical support is unique, they are involved in the whole process, and thanks to that, we have been able to solve any problem, renew contracts and interests.
Doug Mancosky | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Review Source
We sell machinery to multiple industries ranging from breweries to biofuels. We are frequently working with dozens of potential customers with a sales cycle that can measure from 3 months to a year or even more. With these long cycles it is very helpful to have a tool to manage the often multiple contacts at a company and multiple events from trials to proposals.
  • Good iPhone app
  • Free option to try it
  • Very simple intuitive interface
  • About the same price as Salesforce now
  • Free version has very limited storage
  • No middle ground, either free or full price
Insightly is a great first CRM for people. Rather than just being a free 30 day trial, the free version lets you ease into trying a CRM without any real limits in functionality. Very simple to use, but perhaps without all the high end stuff you find for a super advanced Salesforce user looking to use AI.
I give this a 9 in spite of the fact that I've never needed support. That's why I give it a 9 as it is that easy to use and its help sections are so good that I've had no need to reach out for support. The support for the free appears it might be a little light though if you do need it.
Rob Schanilec | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Review Source
It's a repository of project content, communications, scheduling, follow up, contact management and more that is utilized throughout the office, on and off-site, to better keep all players in the loop as to project status, materials, etc. It's improved our access to where a project is at regardless of who is available to provide input.
  • It's a simple place to archive and organize communications and materials for easier access down the road.
  • We have a project type for ads in our publication - so we're able, at glance, to see all the ads in that publication in the order of their status – from not started to OK'd. It helps in not overlooking an ad and potentially failing to include it in the publication.
  • It gives us ONE spot to find the best contact info for a client that we can update for everyone's access whenever there's a change.
  • Conversion of an Opportunity to a Project doesn't bring the content of the Opportunity to the Project. It does put a link to the Opportunity in the Project – but I would find it more helpful to see everything in one spot under the project.
  • It's helpful that an email linked to a project automatically puts file attachments under files...I just wish it wouldn't also bring over all the innocuous media icons/logos that oftentimes make up the signature of an email.
  • Clicking on a project link to an email opens a screen for me to choose which Google account I'm using and then it opens a new browser tab for that project. It would be preferable if it would simply punt and go with the Google account associated with the email AND not open a fresh tab...that makes for lots of tabs after a while. Not a big deal.
I haven't found a less appropriate scenario yet...I use Insightly to help organize projects at work and as needed to create personal/private projects to manage non-work activities. It's just a great archival tool.
The enquiries I've had have gotten timely responses - though any issues worked themselves out. Support has not been something we've tapped.
Taavi Miku | TrustRadius Reviewer
Score 5 out of 10
Vetted Review
Verified User
Review Source
I run a small recruitment business. For customer relations, I have been used Insightly for about 5 years now. It covers the main basic needs for storing customers' data and handling customer relations including sales and manageing projects' info.
  • Integration with third party application (like MailChimp)
  • Integration with calendar (inc. Google Calendar)
  • Affordable price.
  • Quite of comprehensive overview/statics of different metrics.
  • There are many things should be done better. Please see their own help center site https://support.insight.ly/hc/en-us/community/topics
  • It's quite frustrating how slow Insightly implements even simplest suggestions, if at all.
  • The inteface and user logic could be lot better and userfriendly
  • Doesn't give an overview of a contact or customer data as it could - needs excessive clicking between different views/tabs.
I can't provide a profound answer as I haven't used other CRM's, thus it's complicated to say in comparison to other options why one should or shouldn't use it. But I think it will do whenever you need some solution to better handle your clients and prospects and do it in a more contemporary manner, where your data is accessible on the internet wherever you are.
Actually, I can't remember having used support, but what concerns to suggestions, which I find to be a part of the support in a way, then I'm not pleased with that. Taking into account suggestions has been extremely slow if they implemented these at all.
Jason Carlage | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Review Source
It is used amongst the sales team; there are 3 full time reps, 1 part time rep, and 1 person who uses Insightly to manage the inside sales and run reports. It gives us a place to track opportunities and move them along. We are also beginning to use it more for e-mail campaigns.
  • Easy to use
  • Strong customer support
  • Sorts opportunties efficiently
  • Uploads contacts from excel/csv files quickly
  • Merges with Gmail
  • E-mail functionality is limited (e-mailing to groups, and e-mails allow for html only)
  • Cannot e-mail based on organization
Insightly is well suited for a small business that wants to track sales with individual customers that aren't part of a bigger group. With our customer base, which is professors at colleges, it has been working well although we would like to have more ways to target all faculty at an individual school without having to tag all of them. The ease of use and customer service has been great, so I would recommend it to anyone who wants a CRM for a small business.
Stella Olsson | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Review Source
It is really very useful for when you need a CRM solution with very moderate commercial applications. With this platform I can follow high-value accounts with the ability to have a constant follow-up and be able to effectively guarantee more future purchases by our clients and potential customers. I have been able to eliminate those spreadsheets that turned out to be a very confusing and heavy work. With Insightly I can have more detailed and complete information in a single work area, which could be more interesting and lucrative for the business environment.
  • With this platform I can get a clear vision of the sales that are made within the company.
  • It has an excellent project management tool that allows me to organize my clients and sort them by categories.
  • It has Gmail integration, thus being able to send emails and assign personalized tasks to people without the need for the platform
  • It adapts to work needs, covering user requirements since it is very easy to manage and track sales.
  • I only find the integration with the Google application practical, with other platforms it is a bit complex to understand.
  • The mobile version lacks many functions which are necessary to have a full port of this platform on the mobile.
  • Keep data in a public cloud, this can be a security risk. They should be able to give a tool where you can store the data privately and thus keep everything safe.
It provides real-time updates on the campaigns and projects that are carried out within this platform. It is simple to use, but I recommend it for small projects because it lacks certain tools that would define it as a professional CRM tool.
The support team is quite inactive, I don't know if it is because of the quarantine or if they are really understaffed for the Insightly helpdesk. I dislike not having a quick fix.
Score 10 out of 10
Vetted Review
Verified User
Review Source
We're using this CRM to track our high-value accounts and keep track of them. The software is interesting and has an intuitive, as well as attractive UI. Our marketing team uses it as well for some of their tasks and loves it too. Different integrations they offer make the work easier and I would love to see more of them.
  • Workflow automation
  • Tracking emails
  • Integrations
There can be so many different industries where Insightly CRM can be used. Not completely sure about the marketing though. This CRM well suits product companies, startups according to me. I believe, if they support more and more integrations, these guys would lead the market soon. Streamlining our business process is an awesome thing that these guys have offered us. It was a mess earlier.
Honestly, I personally haven't had the chance to interact with their support team, however, I strongly feel they would be good enough to be rated as 9 or 10. Also, my team has interacted with them on several occasions and have heard only good about them hence, the rating of 10 from my end.
Bil Thompson | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Review Source
We initially started insightly with the whole organization but have scaled it back to use in just our sales department. It works great for putting information about new leads in one central location and tracking them. We use it to follow the process from initial contact to sales and beyond. Insightly helps us know where we are currently and more importantly what to do next and when. It's fairly intuitive and seems to function well for this.
  • It helps us keep track of new contacts.
  • Share information with multiple users so if the contacts are updated we are able to open insightly and see where a potential customer is in our sales process.
  • Assigning tasks is simple to do and check in insightly.
  • We've had issues with contacts in insightly. We have trouble integrating it with Google contacts and I'm not sure which is the bigger problem.
  • We use a plan with limited data and have had some issues with running out of space. As we've learned to use insightly better that problem has disappeared, but when it hit us it was a big problem.
  • The activity sets option is a nice feature but I found it difficult to learn. The rest of insightly is fairly straightforward but this took more time and functioned differently. It's worth taking the time to learn but I'd guess the process could be simplified.
We've really liked it for tracking the sales process, as well as a great place to keep information on new leads where we can weed them out and determine if it's likely to become a sale or not. I really like the activity sets as well. These allow you to set up a repeated activity and use it over and over again with a bit of tweaking. As I stated I had trouble figuring it out initially but it was worth the effort. I would stay away from the contacts if you want to sync it with Google contacts as the two haven't worked well for us.
February 26, 2020

Insight into Insightly!

Jeremy Grant | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified User
Review Source
We're using Insightly primarily for our sales team as a CRM system, tracking organisations, contacts, opportunities and in the future, projects.
This information is coupled with our budgets to provide the proverbial "BIGGER PICTURE"
  • Organizational, contact and opportunity management. We're able to store relevant data about all three specific information areas. In particular, the progression of opportunities through custom phases is a big plus for us.
  • Great reports that are customizable to my department's needs.
  • The easy user interface made the transition from our previous product relatively pain free for our users. Not to say what we used, but you had to be a wise old 'sage' to use it...
  • Integration to Xero should allow us to quote directly from Insightly, or be able to view our Xero quotes in Insightly.
  • It would also be great to be able to track quotes against a budget or target!
Well suited to client management.
Not too well suited to quoting!
Ignacio Cruz | TrustRadius Reviewer
Score 4 out of 10
Vetted Review
Verified User
Review Source
It was used in the whole sales department and some of the people in Customer Success. We had a process to manage Inbound Leads and another process to do Outbound by prospecting based on Cold Emails. The problem for us, was that Insightly didn't have good tools to do prospecting with cold emails, so every salesman had to create their own tasks to do the follow-ups. That's the main reason why we changed the CRM. For Customer Success we used the "Project" tab that allowed the Project Manager/Account Manager to communicate the process of the implementation to the salesman.
  • Link between Sales and Project Managers
  • Stages on opportunities
  • Managing Leads
  • Workflows for task assignment
Insightly is well suited when you are on a low budget and you have a small sales team that can work with most of the tasks manually. It's much better than working with a spreadsheet as you can have a history of all the leads but it doesn't have lot's of integrations and it doesn't scale when you grow.
January 19, 2020

Insight on Insightly

Kristina "Shoots" Wiggins | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Review Source
Insightly is currently being used as a client management system that mainly focuses on accounts/clients and new business development but also a bit of applicant tracking. It’s imperative for me to be organized especially when I’m wearing multiple hats. Insightly provides that for me.
  • Task management
  • Organization
  • Price
  • Features
Honestly there is no harm in trying out Insightly as they offer a free trial. I feel that there are so many platforms out there that you have to use what works for you, your business and team.
Ashia Ackov | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Review Source
So, in the entertainment field, we are always looking for leads. We are a quarterly magazine and really need a way to follow-up with our contacts and keep information in order. Our social media team used Insightly for these needs for a little over a year, starting from the free trial version, then switching over to Pro.
  • Simple point and click lead creation.
  • Although most people use Insightly for sales, we use it to keep a list of contacts and notes. A lot of these contacts have been featured in our magazine, when we may have met at a festival or event. Easy to keep notes and individual information.
  • The mobile app is lacking.
  • You need to study the system a bit before you know how to use it.
I would recommend Insightly because it is a great project management tool for large or small businesses. I can't speak on the sales side of this software, but as far as project management, it is great. The reason I would give it an 8 out of a 10 is that the email from mobile didn't work for what we were seeking. You could not, at the time, send an email from the mobile app. Since we are always on the go, that feature is a must.
Nicholas De Salvo | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Review Source
We use Insightly to manage tasks and projects, keep track of opportunities, and store information about clients. It helps us establish workflows for clients from acquisition through delivery. It's used by our whole organization.
  • Task Management
  • Google Apps Integration
  • Low barrier to entry
  • Would love more mailing automation
  • Our organization started on the free plan, upgraded to a paid plan, and then couldn't downgrade again. This wasn't immediately clear to us when we signed up as most of the information said you can upgrade and downgrade as necessary. Apparently not true if you want to move away from paid service.
If you need an automated sales solution, Insightly may not be for you. It's worth trying the free option to see how it fits in your company, but Infusionsoft might be more your speed if you're looking for more automated sales help.