Insightly

Insightly

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Top Rated
About TrustRadius Scoring
Score 7.7 out of 100
Top Rated
Insightly

Overview

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.
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Recent Reviews

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How Insightly Differs From Its Competitors

Integrated Platform Solution

Inisghtly's quick update's to my personal business email have surely saved us a deal or two. Nothing has optimized my workflow more than the customer care/tasks feature. Customers hate when the person reviewing their account information has no idea what's going on. My team can leave important …
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Integrated Platform Solution

Insightly allows us to easily input and track our customer relationships. I love using the tasks and reminders so I don't forget to touch base with important clients.
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Integrated Platform Solution

Working in a renewable company, we have several projects being edited at the same time, and Insightly allows us to do that. It also helped, by showing the project timeline on the top of the page, to improve our timelines and workflows to deliver the best customer experience possible to all our …
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Integrated Platform Solution

Before using Insightly, I used to use spreadsheets that were no way near as effective for us at keeping track of who I should be contacting and where they sit in terms of priority. Insightly has enabled us to categorize opportunities better, and it has allowed me to schedule and move tasks between …
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Integrated Platform Solution

One key part of our business is customer service and organised contact with our clients. Insightly allows calendar entries to ensure alerts arrive when we need to make calls/emails and support our client base as efficiently as possible. We have also built a portfolio of potential business clients …
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Integrated Platform Solution

Meh, as I said before, Insightly works well with small customer data loads. Once you get into the 400+ customer levels I think it begins to break down in how you change data and reach out to these people through Insightly.
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Integrated Platform Solution

When it comes to recording contacts and adding notes about where you met that person (and at what event, etc...), Insightly is very helpful. From there, being able to assign yourself or someone in your organization a follow-up task in order to continue the conversation has been very beneficial. As …
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Integrated Platform Solution

As soon as someone within a department had a chat (LiveChat) or a client filled out a form. All contact details are propagated across all systems (including phone system - PABX, Mobile phones, emails and accounting system) saving up a lot of time on manual data entry.

No lead is lost, we have …
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Integrated Platform Solution

Insightly impacts our internal workflow with pipeline management. We're able to easily visualize the status of each account in the implementation pipeline. Insightly Dashboards & Reports are used in my team's daily workflow. They are reference points to check the status of key accounts (projects). …
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Integrated Platform Solution

In terms of workflows and performance, I find the dashboard to be very user-friendly. Everything is easy to navigate and customizable. There are certain data sets that I like to be able to quickly navigate to and the platform lets me customize that. I also like the ability to automatically create …
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Awards

Products that are considered exceptional by their customers based on a variety of criteria win TrustRadius awards. Learn more about the types of TrustRadius awards to make the best purchase decision. More about TrustRadius Awards

Popular Features

View all 31 features
  • Customer data management / contact management (315)
    8.4
    84%
  • Opportunity management (289)
    8.1
    81%
  • Task management (301)
    7.8
    78%
  • Integration with email client (e.g., Outlook or Gmail) (293)
    6.7
    67%

Reviewer Pros & Cons

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Video Reviews

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Pricing

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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
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Product Demos

Insightly for Relationship Management
02:55
Top 6 Ways to Personalize Your Insightly Account (for All Users)
02:12
Insightly for Google
00:57
Insightly for Sales
02:17
Insightly for Project Management
02:09
Insightly Feature: Advanced Permissions
01:01
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Features Scorecard

Sales Force Automation

7.4
74%

Customer Service & Support

7.1
71%

Marketing Automation

7.2
72%

CRM Project Management

7.0
70%

CRM Reporting & Analytics

7.6
76%

Customization

7.9
79%

Security

8.2
82%

Social CRM

7.4
74%

Integrations with 3rd-party Software

6.1
61%

Platform

8.0
80%
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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

Screenshot of Track lead activity and status so nothing falls through the cracksScreenshot of Reports provide insight into sales and productivity performanceScreenshot of Screenshot of Screenshot of Screenshot of Screenshot of

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 TypesSoftware as a Service (SaaS), Cloud, or Web-Based
Operating SystemsUnspecified
Mobile ApplicationApple iOS, Android
Supported LanguagesEnglish, French, Portuguese, Spanish, German, Italian

Frequently Asked Questions

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.

Insightly starts at $0.

Zoho CRM, Zoho Projects, and Pipedrive are common alternatives for Insightly.

Reviewers rate Custom fields highest, with a score of 8.8.

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

View all alternatives
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Reviews

(1-25 of 338)
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Score 8 out of 10
Vetted Review
Verified User
Insightly is a perfectly sufficient CRM to keep any sized business organized. I've been using it for the past year, and there's no website I've come to navigate faster. Customers don't always have the information I'm looking for to find their account, but Insightly's intuitive search system has made it easy to reverse search any information found on the account. I'd recommend this CRM to anyone.
  • Reverse information search to find customer accounts.
  • Quick and efficient data upload/download.
  • Getting edit updates on specific accounts to my personal email can be achieved at the touch of a button. This helps avoid escalations.
  • Direct account search will sometimes bring up unassociated accounts.
  • User interface could be more customizable.
  • Editing accounts requires a few seconds of waiting that can cause frustration when handling a large number of accounts.
I would say Insightly is best suited for storing customer data and finding said data in a quick and efficient matter. I wouldn't recommend it for non-customer service businesses. If you're getting a lot of contact from customers and need somewhere to store data without hassle, this is the CRM for you.
Insightly organizes your client information and day by day updates for you, so you can pay more attention to what makes your company important. All of your new and existing projects can be located in one place, accessible at any place, at all times. Customers are quite pleased with how quickly we can get them an update when calling in.
Score 10 out of 10
Vetted Review
Verified User
We implemented Insightly to better manage our client relationships. The system allows us to seamlessly link our valued clients to lead, opportunities, and projects. Our clients are important to us and we don't want them to get lost amidst all of the data that we gather so Insightly has been a huge asset to our client relations initiatives.
  • Keep track of client information
  • Link clients to leads, opportunities, and projects.
  • Generate reports to easily analyze client information and data.
  • Customize fields for your company
  • Better connectivity to Outlook with improved functionality.
  • More customization options.
  • Ability to change an address for all individuals within a company rather than updating one at a time.
I think Insightly is well suited for multiple scenarios and businesses - from those that need a simple CRM system to those who seek a more intelligent system with additional capabilities. The system is very scalable for all users.
Insightly is simple and easy to use and can be scaled and customized for businesses of all sizes.
Score 10 out of 10
Vetted Review
Verified User
I use Insightly to manage all the projects we currently have in our pipeline. Our business problem is how to effectively manage all the 5k+ jobs we have. With several stages and phases, it is really hard to keep tracking all of them in a safe manner, and Insightly provides this for us. We use Insightly as project reports and have created custom objects to fill even more reports with important and relevant information.
  • Create projects.
  • Create reports
  • Fast in change of status.
  • More space on projects.
  • Less need for custom object to add more fields.
  • App could be a little better.
I believe there aren't major problems that I have encountered while using Insightly. We used to use a weird CRM made of sheets that would force us to open several tabs. With Insightly, all information is on one page within the fields we created to be populated. I only think there could be more fields on the project page that will allow us to add more relevant information. Each department has its needs for fields that end up not being created due to the lack of remaining fields available.
As mentioned before, Insightly is a great CRM made to be used by companies that want to have their projects organized in an efficient way. Since our transition to Insightly 2y ago, we can make sure our projects are being taken care of, checking their timelines and creating new reports!
Score 9 out of 10
Vetted Review
Verified User
We use Insightly as our CRM tool – both for tracking new business sales leads as well as documenting all information related to our current clients. We also use it to track all projects and refer tasks to internal departments for provisioning, invoicing and reporting. It's our main location to house client-specific information, and multiple departments access and use it.
  • It's great as a central place to house customer information, where all internal teams can access it.
  • I like that you can save Activity Sets for repeatable task sets that are needed in different project types.
  • Insightly has so many more features and custom reporting that I personally have not used; it is great because as our company has evolved, so have the ways we use the tool.
  • My main concerns are with the "small" things, such as if I link a Project to an Organization, and then I create a task under the Project, it doesn't also automatically link to the organization.
  • When I open an Org or Project tab after a search, it only takes up less than half of my page. Not sure how to make it show as full page.
  • When I save the width of a column on the Relate or Activity tabs (so that I can read the full title for instance), it does not hold that size the next time I return to that view. I have to re-size it each time.
I can envision Insightly being useful in a wide variety of company types and situations.
Overall, it has great features, but if some of the user details were more intuitive and logical, I'd be pleased overall.
August 09, 2022

It's just EASY!

Score 10 out of 10
Vetted Review
Verified User
We use all the features in CRM, Contacts, Org, Leads, Oppty, and Projects. We are doing marketing, sales, and operations from Insightly. We need to keep in contact with our leads and follow up on our pipeline.
  • Easy use of CRM.
  • Easy to configure/modify.
  • Easy to report.
  • A little confusing between "System Settings" and User Settings.
  • Help could be a little better. It was tough to solve the email connection issue.
  • Is there a feature to scan a business card and it automatically loads in contacts?
I think for small (probably medium also), Insightly is GREAT. Fair price for what we get.
Very EASY! Love the UX.
Score 9 out of 10
Vetted Review
Verified User
I use Insightly to track various opportunities; it is great for allowing me to keep a journal for each prospect which allows me to add and edit various contacts at these companies. This ensures everything I do is up to date and ensures that I am using the correct information when contacting prospects.
  • Scheduling calls, emails and meetings.
  • Keeping relevant contact information for each prospect.
  • Adding and removing prospects from the system.
  • Allow multiple selection of tasks to assign to other users.
  • Allow more options for customisation rather than just the tagging feature.
  • Add a feature to more easily view specific keywords as the current search function doesn't always work.
Insightly has been very useful for myself and my colleagues when it comes to our ability to keep track of various opportunities and contacts. We are easily able to categorize each type of business and their size to allow us to go for the best opportunities first. The UI is very minimalistic, which means I never have to go through unnecessary steps when adding/removing/editing tasks on the system.
The platform is very intuitive and easy to use, over the years of using it I have experienced minimal bugs and errors, the odd task has not been updated, etc. but other than this it has performed very consistently for us. The platform has a simple, but effective job to do for us and it does it well, there is no added "fluff" for us to go through and this allows us to be efficient when using the service.
Megan De Salvo | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Our entire company uses Insightly. It allows us to stay on task and communicate about our projects, prospects, and conversations had with over 200+ clients with each other. It allows us to manage tasks and our employees productivity. Before we used insightly we had a difficult time knowing who was doing what with whom. Less headaches all around.
  • Manages tasks
  • Tracks prospects
  • Keeps track of client communication
  • Ability to hide old clients
  • Deleting a task removes notes we sometimes wish to keep.
Small to Medium sizes business settings are best. Large businesses would have more issues.
I LOVE Insightly. I just wish the app was more user friendly on the go. Overall, Insightly is our go to CRM and is the #1 tool I recommend to small business owners.
  • Online Training
We have other software with much better support. I think the support team and sales team are not as on top of things as they could be. However, we rarely need support. Their webinars are great.
No
August 01, 2022

Insightly is worth it

Score 8 out of 10
Vetted Review
Verified User
We use Insightly to keep client communications in order and link contacts to opportunities. We use it to keep track of lost, open and won opportunities to service the correct people. This application is used in conjunction with other applications we use to keep our business running effectively and efficiently.
  • Displays tasks in an organized manner
  • Easy-to-use system
  • Allows for custom categories in contacts and opportunities
  • Allows you to see others’ task lists
  • More personalization
  • Hover over notes to see the body instead of having to click it
  • Being able to open notes as pop-ups
  • More effective task organization
  • Allow for team members to remove tasks from set stages when not applicable
Pros: Task list is easily managed, layout is easy to learn, opps and contacts connect effortlessly, can be used on cell, can add attachments to opps for future use.
Cons: Note details are not easily accessible, cell phone app is not very user friendly, not enough personalization, can’t change much on the personal preferences
We do not use this platform to communicate with clients. We use this application in conjunction with another platform for client communication. All client communication is then recorded in Insightly to be referenced at a later date if needed.
Always available
Score 10 out of 10
Vetted Review
Verified User
Insightly enables us to manage enquiries, store relevant data, and enables quick access to the information we need to manage our client accounts. It allows alerts for renewal periods and the ability to attach email correspondence means we can keep all the information together in one safe directory. There are 4 staff that use Insightly on a daily basis.
  • Organise contact dates
  • Store information
  • Ability to attach files
  • Fascia could do with modernising somewhat
  • Tone down the colour scheme
Within our business, we tend to have a staff member set up an account for a client on Insightly, after the on-boarding process, the account will be handed over to an 'account manager' - the ease of use for this transfer within Insightly is fantastic. Changing task ownership means we can always keep on top of handovers.
Insightly is a platform that has really improved our business and provides a perfect level of use for our SME. We have 260+ clients so having a trusted resource to manage data and information is essential for us. There is no other platform we have used that is as simple but effective.
Score 3 out of 10
Vetted Review
Verified User
We kept track of schools, administrators, and teachers' information, contacted them via email, and tracked the program we created through a sales CRM process with Insightly.
  • Search within Insightly was great. Drop a name or school or email template into the search bar and you'd typically surface the thing you wanted quickly.
  • You couldn't connect people to programs within a business well enough. It's like we needed one more level of abstraction. We had the schools and the "employees" and their roles, but then we could separate by program easily. We had to do all these manual sorts of list things, and it was a pain to keep track of things once we had hundreds of schools and a thousand people in there.
  • You can only send emails to 50 contacts. That was so annoying. I should be able to send an email to hundreds, and Insightly should handle the job and perhaps just time delay the send 50 people at a time or something. I would have to send the email to 50 people at a time, and it was so annoying to deal with. My number 1 reason for seeking comparative products.
If the need was relatively simple use cases. Under 100 clients and such. Once it breaks into hundreds of people or companies to keep track of, I think Insightly breaks down quickly. But for the smaller verticals where a CRM solution is necessary, this works okay enough. But I'd probably also say "Maybe look at Hubspot".
It's easy enough but not intuitive enough. It's a 1990's clunky feeling software. I didn't know this till I tried out some competitors and realized that the company hasn't kept up with the times. I rate it 5 because "it gets the job done".
Score 8 out of 10
Vetted Review
Verified User
Insightly helps me keep track of outreach tasks and acts as a contacts repository. As soon as I meet a new contact, I enter those details into Insightly and create a task to follow up with that person. I work with people across the banking industry and keeping a diary of where you met a person and under what circumstances helps me perform better outreach.
  • Great contact database
  • Outstanding task reminders
  • Potential to keep track of sales pipeline
  • The pipeline needs some refinement, a better UX.
  • Checking off tasks needs improvement.
  • Organization merge could be done side-by-side to help users determine what information is associated with which organization.
Insightly is great for an organization my size (1-10 employees). I rely on it weekly and for all of my outreach activities. It is most helpful when reaching out to new prospects. The outreach tracking component (where those prospects are in the sales pipeline) could be more refined/easier to use. Overall, it's a nice CRM that helps you get and stay organized.
Overall, the platform is user-friendly at a decent price point (~$30 per month). It has strengths and weaknesses but serves a small company very well. There is always room for improvement, but it provides value to my organization. I would recommend it to anyone that needs a basic CRM for their organization.
Nick Dorogavtsev | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
  • Insightly is being used by the whole organisation
  • Leads arrive from the website or entered by the person responsible for first contact (phone, online chat). Online Chat automaticly creates new contact via integration
  • Contact is created from the lead and tags are used to segment the database. Zappier adds new contacts to ActiveCampaign. I know that now Insightly can do it all, but in order to upgrade we will need to upgrade all users and we have way to many CRM users.
  • The sales process is tracked by using Opportunities and Opportunity is created and linked to the contact
  • All Xero proposals are attached in Insightly, all pricing calculations saved as notes.
  • When a contract is signed all interactions with the customer are tracked via Insightly, including critical information. All contacts and org info is available to the whole team and contacts synced to their phones. It makes all communications very personal and very recognizable. Clients love it when you call them by their name when they call the second time. Due to poor integration with PABX formats, we have to manage phone numbers ourselves.
  • I wish it could just generate Yealink phonebook automaticly based on hashtags (we had to programm it ourselves). For mobile phones we use Gmail integration.
  • New clint Organisation custom fields are used to create new client folders and subfolders in Google Drive and Google Docs processing documents (inserting in the document all the info for the custom fields) via Zapier
  • We manage complex relationships within Insightly: who is a client of whom: professional relationships, personal and etc. So for our client, we can see: who is their accountant, lawyer, business mentor, relatives, spouse; their key suppliers, sometimes their key clients; insurance brokers.
  • Complex relationships. Majority of CRMs out there can do only one company per person.
  • All contacts in the phones, very quick and reliable synchronisation via GMail. That syncs to all our Mobile phone devices and some Android Based VOIP desktop phones.
  • Reports are good, however, we would love a PDF to be sent to us in an email with the reports, at the moment we have to log in to download a CSV every time, which is annoying and unnecessary.
  • Xero Integration is good. But do not expect too much.
  • Zapier allows us to do a lot of process automations.
  • Login is a pain in the left ear: we have to do 4-7 clicks to log in and enter domain name every time. Why when we click on the open app via G Suite it does not just open and log you in (like hundreds of other apps do)? This has not been fixed for over 5 years now.
  • Marketing module is way too expensive for a small business like ours. 599 USD per month. I don't know what kind of business can consider it reasonable. We use ActivaCampaign instead.
  • Task management: takes a lot of time to enter a task, it needs to be quicker with some default fields prefield. I had to use Gravity Forms integration to make Task creation easy, otherwise task creations in Insightly is a bureaucracy nightmare with all the fields that you have to fill over and over and over and over.
  • Ability to attach an image to a task in an easy way. Not just upload it as a comment only. Just copy paste into description from the buffer should work, that would make our work so much more efficient. We used other apps that can do it, it really takes a lot of time from our day to attach images.
  • Your subscription price is constantly going up for functionality that you are not using or not even provided. And when you ask them: "what extra functionality am I paying for, I cannot see any" they just ignore you.
Ability to manage complex relationships Good integration of Contacts with GMail.
Deffinetly not the easiest CRM to use. It is OK with all the automations, but in general employees do not like it.
Tanner VanMeeteren | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Insightly allows our custom electronics integration company to manage our 150+ open projects simultaneously. It keeps us on track during the sales and design process with each client, allows us to link necessary builders, contractors, and managers to each client and add notes, files, and full emails after each interaction with a client. Even though some in our company haven't personally worked with a client, they have all current information on that client and can more than adequately help or service them, even answer their questions about a design or plan if they didn't design or plan their system or home.
  • Anytime a client calls in needing technical support or assistance, their entire system design is visible to anyone in our showroom so even if we don't know specifically that client, we can look at what equipment they have to help diagnose and resolve issues.
  • When we put together designs, proposals, save pictures or house plans, if a client can't reach his particular designer or account manager anyone is able to review his design, answer questions about proposals, or talk about specific items or pieces of equipment.
  • Sharing the information with our technicians gives them addresses, phone numbers, emails, all right to their phones or field computers. They can self manage and find information pertinent to installs and construction.
  • I would like to see tasks auto generate once other tasks are completed.
  • It would be nice if the dates for task sets could be customized before implementation rather than once the task is in place.
  • Get contact information off of my phone rather than just sharing with my phone.
Insightly is well suited for managing pipelines, long sales or project timelines.
Robert Gephart | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
We have three employees. Two of us use Insightly. We use it for two purposes: to keep all of our customer contact data and to record our client interactions.
  • We use the Gmail widget to easily save emails from clients.
  • You can easily select a specific client from the search bar on their website.
  • The Gmail widget doesn't always load.
  • It seems like I have to merge contacts that the system should know are the same.
The reason that we picked insightly was the low cost and the Gmail integration. If those are things that someone is looking for, I would recommend it.
Score 9 out of 10
Vetted Review
Verified User
We are using Insightly across our entire organization. It is acting as our CRM program, our Prospects/Opportunity tracker and as our marketing software to help us with client mailings.
  • Tasks - it helps us track tasks that are special projects and keeps us alerted and on point
  • CRM - the tags for the contacts are extremely helpful
  • Prospects/Opportunity - very easy to keep track of open proposals
  • Tasks - the way that the tasks are added to my Google Calendar can be better
As an all around product for a service business it is a great product
John E. Miller, MBA | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
The Insightly software is being used by our whole organization. We are a relatively small business with less than 10 employees and we all utilize the platform. We use it to help us maintain out contacts and develop out "lead" pipeline with notes and comments about our customer interactions. We needed a structure to help us organize our client base as well as our business suppliers/partners.
  • Task creation: The ability to create and assign tasks for our team has been very useful.
  • Integration with GMAIL, we use Gmail for some of our business solutions (Calendar, email, etc). It's very easy.
  • Again, the ability to leave detailed accounts of our contacts and leads. Specifically the pipeline, we can assign deadlines and points of progression to move a task forward.
  • If you utilize Insightly for more than one organization, it would be nice if there was a convenient location to swap between the sessions.
  • Maybe some integration with Slack or some other chat platform.
  • Maybe a sync feature with work email?
I think it is well suited for small businesses on a limited budget. Maybe not so much for a larger organization with more proprietary needs.
Score 2 out of 10
Vetted Review
Verified User
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.
It is awkward to toggle between emails and their attachments which are saved as Files. Especially since the Png's mentioned earlier are saved as files.
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.
Greg Roberts | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified User
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.
If it weren't for the learner-friendly contact with Insightly, our team would be far behind in our successes. With illness and conflicts not [allowing] office time for some, Insightly has made mobile access the saving grace of our team. Anyone can learn this software and teach others to follow. Very happy!
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.
July 12, 2022

Great Tool!

Score 10 out of 10
Vetted Review
Verified User
I use Insightly to manage our implementation pipeline. We have anywhere from 70-100 accounts in our pipeline at any given time. Insightly helps us stay organized and identify each account's onboarding stage. It also allows my team to meet its key performance indicators successfully. We're easily able to keep track of customer experiences and communication through the activity section of the project.
  • Pipeline management
  • Activity log
  • Reporting
  • Dashboards
  • Search options
  • Email integration
  • Linking projects
Insightly is great for pipeline management! Our team has run into trouble with the search feature. There is definitely room for improvement in the search functionalities as well as linking accounts (projects) together. It can be difficult to find an account (project) if you haven't already searched the project before. We've given this feedback to our Account Manager and are hoping it will be updated soon.
Insightly is very user-friendly. I will say, the reporting feature initially can be a little tricky to operate, but after a single report is made it is easy to build out additional reports. The dashboard customization is easy to learn. Our team has had great success with learning the product and customizing reports and dashboards.
Score 9 out of 10
Vetted Review
Verified User
I use Insightly regularly and have experienced great results. It is the first thing I log into every morning to determine where I am with my sales and management. Although I mainly use it to track sales opportunities, I also use the notes feature to track conversations I have with current clients. This is the best CRM I have found in terms of functionality and affordability.
  • Tracking Sales Opportunities
  • Tracking Customers
  • Updating Notes for Customers
  • Better integration for emails
  • Would love to see some project management integration
  • Calendar integration is confusing
Insightly is great for CRM for tracking sales opportunities and leads. The notes feature is particularly helpful when tracking conversations and followup. Whenever I'm on a call I can pull it up and it helps me to recall where we left off in the conversation and any personal topics we discussed. Notes are a great way to reconnect with a customer and to stay on top of things.
Very helpful for managing client interactions. For example, when I'm on a call with a client or potential client, I can take notes about what we discussed and bring it up later. I like to do bullet points so that I can bring them up later. It helps me to remember the most important topics for them and they see that I actually care about helping them.
Score 8 out of 10
Vetted Review
Verified User
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.
Insightly has a very clean interface, the home page will list your recent tasks or your current tasks, and you can customize much of it. On the left the options to get to the various opportunities or reports are nice. Searching through contacts is easy and I like the opportunity stages which are also customizable. Lastly, we have a variety of technology comfortability in our department but everyone was able to pretty quickly get up to speed with Insightly.
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
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.
Easy reporting and setup
Quick respond
Amy O'Day | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
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 started using Insightly with barely any knowledge beforehand. I found it super easy to navigate and when I needed a little bit more, I was able to find help in their support section on the website. There are many ways to customize/track your contacts' information which makes it a good option for pretty much anybody.
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
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.
Insightly cannot store large amount of data as it has limitation of storing large amount of data and that requires a lot of effort. It requires great amount of computation time as well to perform territory and customer segmentation analysis based on algorithm used which leads to delay in delivery of projects.
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
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.
The software is easy to learn. Data entry is seamless and easy to navigate. It works best for Year-to-date data, but without putting information in Notes, there is no way to maintain multiple fields' yearly information over several years.
Email templates are useful and easy to use. Tasks are convenient for managing workflow.
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)

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