Insightly is a game changer!
Insightly helps us manage our clients from start to finish. Beginning with our sales process, linking to QuickBooks for invoicing and …
Starting at $0 per month Up to 2 users
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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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Popular Features
- Customer data management / contact management (365)8.787%
- Task management (355)8.585%
- Opportunity management (332)7.979%
- Integration with email client (e.g., Outlook or Gmail) (338)7.676%
Reviewer Pros & Cons
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
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- Free Trial
- Free/Freemium Version
- Premium Consulting/Integration Services
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Insightly CRM Demo
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- 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
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
Insightly Videos
Relationship management
6 ways to personalize 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 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
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.
Insightly starts at $0.
Reviewers rate Custom fields highest, with a score of 9.1.
The most common users of Insightly are from Small Businesses (1-50 employees).
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Reviews
(1-25 of 281)Companies can't remove reviews or game the system. Here's why
April 19, 2024
Insightly is a game changer!
Insightly helps us manage our clients from start to finish. Beginning with our sales process, linking to QuickBooks for invoicing and managing the project to completion.
As a startup, we needed one place to accomplish many things and we found that in Insightly
As a startup, we needed one place to accomplish many things and we found that in Insightly
- takes invoicing data from Opportunities and creates invoices in QBO
- manages out projects with auto tasks and emails
- helps us manage employee capacity
- gives us sightline to our sales pipeline
- integrating emails to projects and opportunities
- provide examples of how other clients use Insightly
April 12, 2024
We love the Insightly CRM
We use Insightly as our CRM to manage contacts, leads, and opportunities and build sales pipelines and dashboards. The ease with which Insightly manages our contacts and leads is incomparable. We haven’t found another CRM that can give us the same results with such ease! We’re beyond happy and confident with Insightly and the performance it’s given our team, and the price point is second to none.
- Dashboards
- Pipelines
- Contact management
- Event management
November 26, 2023
Good application for small companies with lots and lots of leads.
Used as a CRM in the company. Good choice for a small company starting out, as it is relatively easy to change and add fields, workflows, and data.
- CRM
- Lead management.
- Opportunity Management
- Project Management
- Task delegation
November 15, 2023
User friendly, great diversity and good overall value for money.
We use it to assist in our sales process, from initial leads to opportunities, and then once the deal is closed, it helps with follow-up and project tracking.
- Task management.
- Lead management.
- Opportunity pipelines.
- Customer equipment.
- Dashboard drill down.
- Integration with other software.
November 15, 2023
The addition of the Marketing app to Insightly has locked us in!
We use Insightly as our CRM to manage our 10,000+ customers and prospects. The ability to add custom fields and tags really enhances our use. Also, one year ago, we added the Marketing services and love it. It replaced our use of Mailchimp, and we're really satisfied.
- tags
- reporting
- marketing app
- Search feature needs improvement.
October 10, 2023
Great place for Bulk Marketing
I can easily manage my bulk marketing activities from Insightly.
- Email Marketing
- Contact Management
- Workflow
- Reports
- Reports
- Dashboard
- Emails in spam
October 10, 2023
Satisfied Customer for Almost a Decade
We use Insightly to manage our childcare recruitment agency. We use Insightly to manage all aspects of our clients and candidates, including biographical information for all parties, tracking appointments, and keeping track of billing. We also use Insightly for lead management and as a tool for sorting through prospective candidates.
- schedule interviews and other appointments between our clients and candidates
- track client interactions
- track candidate interactions
- the Opportunities dashboard was hard to customize for our use case
- mandatory color orange interface not my favorite
- some bugs (e.g. under "CHOOSE COLUMNS" can't use search bar to find an item)
October 09, 2023
Reasonable product but slowly falling behind
Used exclusively as our business CRM. We use it to retain key data points about our clients and prospects. Additionally, we use it to record a history of completed tasks, actions and communication (primarily email).
- Custom data fields
- Oversight of business operation
- Advanced yet simple reporting and filtering
- In my opinion, CRM innovation has been near non-existing for many years, preferring to spend their efforts in other business lines such as a marketing platform
- Two-factor authentication only available at the entreprise level. Enough of a reason on its own to seek alternatives.
- Some localisation issues for non-US users.
September 29, 2023
Insightly is worth it
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
March 13, 2023
Useful Tool!
We will be using Insightly more as a company going forward, but for now I have mainly used the Projects module to track hiring decisions.
- Keeps all relevant documents in one place
- Uploads email correspondence related to the project
- Can keep track of all parts of the project in one central place
- Outlook Add-In consistently does not work properly
- Photos from email signatures upload in the files section automatically
- A bit confusing to differentiate between the Pipeline Stage and the Project Status.
March 11, 2023
Customizable reports and database capabilities make verifying insurance eligibility on orders a breeze.
We use Insightly to manage and organize orders that come in on our website. I work in verifying eligibility for these orders to ensure insurance will cover the cost of the durable medical equipment (breast pump) the customer ordered. Without Insightly it would be challenging to organize the orders so we can most efficiently verify eligibility and get them shipped out to the customer in a timely manner.
- Increase productivity.
- Work from anywhere.
- Assembles reports to more effectively verify eligibility.
- It does not automatically populate NPI information when I confirm the HCP is in our database.
- Unable to add multiple addresses for one HCP in the database.
- When a customer enters their name as HCP, it does not recognize it and kicks it back.
Our organization uses Insightly as our centralized CRM for all business activities.
For us, we needed:
For us, we needed:
- A place for Sales to log their pitch calls and closes in one location.
- A way for marketing related email cadence to be sent out to prospective and active clients
- A centralized space for our Client Success team to see a client's journey and log client interactions
- A system to track individual coaching sessions and activities offered by our contractors
- A centralized location for payment dataA data reporting and dashboarding tool to give leadership insight into the functions of the business.
- Client Support
- Ability to customize the system
- Ease of setting up permissions for users
- Inclusive use of appconnect
- Being able to calculate certain business metrics such as LTV
- Ability to see record count as records are limited
March 10, 2023
Insightly is Great for Small Businesses!
We use Insightly to track users in our CRM as well as use it to evaluate and see the entirety of our sales pipeline from leads to acquisitions. Insightly is useful for being able to see exactly where you are in your sales cycle as well as track income earned.
- CRM
- Sales Pipeline
- Growth Targeting
- Projections
- Insightly doesn’t have the customization that other platforms have for building your own boards.
- The view is sometimes difficult to navigate to understand what you are looking at.
March 10, 2023
Insightly is a Solid!
We use it as our database for customers, prospects and for records of deliverables with the media outlets. All employeess track and record activities and we use this for marketing outreach as well. This allows our teams to collaborate and share information among departments. It also has been customized for our industry and and streamlines our processes.
- Storage of records for clients and projects
- Streamlines communications between departments
- Allows for fast emails and mass communications
- More flexibility on pull down descriptions
- Interfacing with Google better, especially emails
- Search more intuitive
March 10, 2023
Insightly has potential to be good
I mainly use Insightly API to pull data to a database so I can view it through Vue.js components. Some issues I would say is the process of even getting the API and the fields that we need is a lot longer and harder process than other services
- The Dashboard at the front that is overview of data is helpful
- Instructions on how to use the API Development
- Insightly has trouble loading for sales
- Insightly doesn't always sync up with what we need
We mainly use it for project management, monitoring and capturing lead info and for the CRM aspects of the program, in particular email storage and sharing. We find that the email links are useful so everyone knows what has happened with a particular client and can pick up where the other person has left off.
- Email links to project
- Project and task management
- Lead management
- Easier user face
- A better and cleaner looking project view
- Easier edit functions on tasks
- Better interaction with gmail
Insightly is used by everyone in our operations team however due to the complex UI, it’s not used as much as I would have liked. It’s a great tool, but in our organisation, under-utilised. I feel if Insightly improved the UI and integration it would offer better value for money to its customers.
- Task management
- User management
- Difficult to navigate UI
March 07, 2023
Insightly- what an experience!
We use Insightly to maintain records of our communities membership and relationships. It helps us track community members' growth, demographics, relationships, fundraising opportunities, and much more. It is also used to help us organize member data and organized tasks amongst our team.
- I think it's highly customizable and allows us to be very specific.
- The customer service and professional support is great.
- The layout is clean and organized.
- I think some of the functionality between its marketing and CRM platforms is a little complex.
- There are some bugs that make using it on different web browsers difficult.
We use it as project management software to handle the ins and outs of daily business as well as invoicing.
- Fixing invoicing issues on the back end.
- Ensuring inspections aren't overlooked.
- Keeping client info organized.
- Very very, very confusing.
- It takes a long time to understand the processes.
- People who struggle with technology do not adapt to it well.
- Not user-friendly.
- Not simple to use.
- Companies with more complex processes need simple ways to do them- Insightly should keep that in mind.
Our team uses Insightly to manage, track and update all of our Solar installation projects. It offers a wide range of tools for data analytics and workflow automation, which streamline our day-to-day processes without having to write any code. Once fully customized to our workflows, the ease of use and amount of time saved have been substantial!
- Workflow automation.
- Connects to apps.
- Contact/data management.
- Dashboard cards have a limited ability to customize the appearance.
- Adding new cards to a dashboard will occasionally interfere with the entire layout.
- Dashboard auto-refresh only occurs every hour, meaning the data shown can be up to an hour old rather than live (but the data can be refreshed manually from each card).
March 02, 2023
Good for surface level sales management
We run sales and marketing campaigns for 40 different clients. Each client campaign has it's prospect list in Insightly and we use Insightly to track activity and report back to our clients on progress. It is used mainly by our Business Development team.
- User friendly
- Easy to train new employees on
- Reporting is challenging. Depending on the report type you're building, you can't pull in all fields. For example, if I'm pulling a contact report, I can't pull in data from an account page.
- We use account based selling as a company. The lack of integration between "Contacts" and "Accounts" is challenging. We've had to do some of our own development to link contact activity to show under the account page with not a lot of help from Insightly.
- Logging activity isn't as efficient as it could be. It takes a lot of clicks and some of the required fields are tedious to fill out because it doesn't relate back to our process.
March 01, 2023
Great software for small businesses!
We were in need of a database in which to store client information (and which could be easily accessible by all team members), track various client "journeys," and send emails to mailing lists. We also wanted to keep an email trail for each client in a centralized location.
- Outlook connector - easy button to add emails sent to clients to Insightly
- Client profiles - comprehensive storage of client data
- Client journeys - being able to track and capture the stage that a client is in
- Lack of ability to edit certain categories (for example, including multiple email addresses for a client)
- Text editing - limited functionality in terms of style options (highlighting text, etc.)
- Lag between CRM and marketing sides - have to get an admin to update the crossover
- Marketing calls clients "prospects" - unwieldy and doesn't make sense, since we also have a category for "prospects" in our CRM that means something else
March 01, 2023
Insightly, a great CRM for a good price
We use insightly for database reasonings, we also track leads, sales, revenue, opportunities, marketing, commissioning, and projects. Scheduling tasks, reminders, calendars, and self-automation emails. After years of lead intake, Insightly makes it easy to have all your clients in one place with many options that assist in streamlining the process
- Database
- Tasks
- Self-automation
- Tags
- Tracking sale stages
- Accounting/Revenue
- General Bugs
- Reminders
- Cross-Functionality
- More user friendly
March 01, 2023
Insightly Review — An Invaluable Tool
We use Insightly to manage all levels of the book publishing process. It helpfully compiles information across various departments (sales, media, etc) and presents them in an easily accessible format. I use Insightly primarily to catalog media appearances that I secure for authors, and to look at upcoming events they have so I can promote them. Insightly also creates reports that I can show to my superiors to demonstrate my success and area for improvement. Some occasional lag is the only issue I have with Insightly.
- Allows me to easily catalog results that I obtain for each project.
- Allows me to create easiy-readable reports that I can show to my superiors.
- Allows my company to see progress via various charts and graphs for each book season — encouraging comparison with previous seasons.
- The interface is sometimes laggy to navigate.
- The log-in process requires one too many clicks.
- There is sometimes a delay when adding data to reports.
Our company uses Insightly to track and manage our myriad projects and those projects' authors, designers, leads, communication, and files. We publish upwards of 100 titles per year and also use Insightly to track sales and generate reports based on a project's performance. Insightly helps us manage our book publishing from start to finish, all the way through a book going out of print.
- Integrates a project with all of the necessary details, perfect for "one-stop shopping for information
- Generates reports that are customizable and contain anything you can think of
- Creates a clear, organized sales funnel structure
- A very small item, but I'd love to see Insightly remove the underscores from the file name after download!
- Another small hiccup, but sometimes when I click things on Insightly, the page shows a very basic HTML layout but once refreshed works
- Some changes aren't always instantaneous, which can be a problem as we move very quickly at our company. But we've learned to work with "Insightly time!"