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 …
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 (356)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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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 and Ratings
(801)Attribute Ratings
Reviews
(101-125 of 396)Companies can't remove reviews or game the system. Here's why
January 18, 2020
Insightly has great potential!
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.
January 17, 2020
Insightly is Good for Small Business
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.
January 17, 2020
Get some insight on Insightly!
Insightly is being used by our customer success and sales teams within the organization. The business problems that Insightly addresses, its that it allows us to have one holistic view of our entire sales pipeline and existing customers. With Insightly, our team members can easily transition deals and clients from the sale to post-sale.
- Project Management allows us to organize tasks as a customer moves through the sales process.
- Pipeline management, through Insightly, provides an easy way to score leads and distribute to reps.
- Insightly, at times, can be very tough to maneuver internally.
- Insightly crashes at times, or requires you to refresh certain pages after making edits.
December 20, 2019
Highly recommend Insightly for your CRM needs!
We use Insightly primarily to assign tasks to one another. I, the director, am usually the person assigning the tasks to my team. We also use it to hold pertinent client information. Everyone in the organization has access to all the accounts and it keeps us organized and accountable to the tasks we are assigned.
- Organizes client information
- Keeps users on task for what they are assigned to do
- On occasion tasks are not linked to the proper client, as I directed
- I think the task flow page could be a little easier to follow/interface could use improvement
December 18, 2019
Insights on Insightly with THE RED PEN
Insightly was used across all departments as a part of their sales and after-sales processes. It helped us collect and manage our data across all services. We integrated the portal to our web page, to pull in potential client data, we arranged the data on the system manually as per category of the business and then forwarded to the specific team for carry out the sales function. We managed the process via pipelines and reports feature on the portal.
We also used Insightly to filter data for our marketing campaigns, and integrated it with external systems, like Mailchimp.
Being a SME, it helped our business a lot to organise our data and streamline operations.
We also used Insightly to filter data for our marketing campaigns, and integrated it with external systems, like Mailchimp.
Being a SME, it helped our business a lot to organise our data and streamline operations.
- Notifications and reminders - it helps us to be on top of things.
- Insightly phone application - very useful, user-friendly and efficient.
- Mass emails - it restricts the number of emails on one go.
- Look and feel - can be more organised.
December 17, 2019
Insightly is a great program when you need a whole system!
Insightly is a giant address book for us, storing all of our contacts' information. We do not use all of the functions that we could be utilizing, as there are other programs that have the same functions. However, when we consolidate our systems, we will be using Insightly more since they do offer a lot for their customers.
- Storing contact information.
- Fulfilling tasks.
- Better search function for Contacts
- Honestly, everything else we just have to start using
December 17, 2019
Insightly is great for management purposes
We use it to organize universities we work with. I also use it as a task management system. It is very helpful, and I use it on a daily basis. Each school is different, and it is really easy to look up information.
- Task Management
- Hub of information
- The design could be a little more appealing.
- A little more user friendly, it is pretty to use but I am also tech savvy.
December 13, 2019
Business development associate uses Insightly to keep track of leads
As far as I know, my department was the only one to use Insightly. We used it as a CRM tool to keep track of our leads in business development (new accounts who might want access to our content to sell or make available on their digital media sites). It addressed the business problem of us having as many as 25 new accounts in the pipeline at any given time—helping us keep track of contact info, meeting notes, and where we were in the onboarding process.
- Linking contact info to account info.
- Allowing meeting notes to be stored in account pages.
- I really disliked the word processing function in the meeting notes a part of the site. It was almost impossible to format spacing and bullet points, and it was even harder to copy/paste from Word. I usually would just upload my Word doc with notes to show up as an attachment, but that took longer to do and access later.
- I didn't love the design of the site: I could have been easier to navigate and more sleek looking.
December 07, 2019
Insightly is the next generation CRM
It is currently being used by one department as part of a proof of value. It is supposed to address issues around customer interactions and simplify our data consumption and distribution.
- Lead management.
- Ease of use -- it's intuitive.
- Workflow management.
- More standard reporting.
- Data retrieval can be slow depending on the request.
- No FedRamp.
December 05, 2019
Search no further, Insightly is the CRM to use.
Insightly is a departmental tool used to track projects. It is a tool that we are using to track projects that are in proposal state (opportunities) and projects we have in a promotion state.
- The search function is priceless. It is easy to find information about projects and proposals (opportunities) colleagues are working on.
- The ability to link or connect contacts, leads, opportunities, and projects is a natural process. This intuitive process makes it easy to see data in multiple facets.
- Insightly connects with Outlook, so it's easy to use with programs I use on a daily basis. This helps streamline processes and increases productivity.
- The print function should be able to print a full page, not just what is visible on the screen. Fortunately, there is a workaround for this.
October 29, 2019
Everything you need to speed up your CRM
Insightly is used for its Microsoft Office and G-suite integrations, aiding project management by tracking emails and addresses, as well as other CRM tools.
- Out of the box integrations to major communication/office tools.
- Inbuilt reporting tools are very useful for viewing data at a glance.
- Low cost is very useful for start-ups and medium businesses.
- Its target audience seems to be smaller businesses, despite the tools available being applicable for larger industries too.
- Different account levels do not filter down as much as other tools, allowing for some users to access more/less than intended.
- Some free tools offer the same functionality, despite them losing some professional aesthetic.
Insightly CRM is used in our organization to keep track of customer relationships, sales, quotes, sample check outs, phone contact, e-mail contact, and more. We use it in the Sales department, as well as the Marketing and Operations departments. The primary business problem it helps us solve is tracking our customer's activity in our showrooms and over the phone.
- Insightly does a great job of storing customer data, including contact information.
- Insightly has a lot of flexibility and customization options.
- Insightly has great pipeline options that allow you to track your customer journey in the CRM app.
- Insightly's mobile app could be designed better for mobile interfaces.
- It takes a while to get Insightly setup in the beginning.
- Training users on Insightly can be cumbersome, the user interface isn't always easy to figure out.
October 15, 2019
A feature packed CRM for small businesses (& smaller teams)
The product was used in our Marketing & Sales team to manage lead data, prospect information and do sales forecasting as well as pipeline management. For us visibility into the fiscal quarter was important and lack of a tool like Insightly posed a problem. Therefore we decided to use it as it has all the necessary features we wanted.
- Seamless management of Marketing and Sales process
- Integration with MailChimp
- Dashboards allow you to take knowledge based actions
- Cross-functional team communication is smooth
- It needs a visual overhaul as user experience can sometimes be affected due to outdated design
- Limitations around restricting access to certain parts of the application to unrelated users
- The calendar is buggy at most of the times as it does not pick information based on meetings and calls scheduled outside of Insightly
September 13, 2019
A great tool for those looking for their first CRM
Insightly was being used across the sales team. We found that the product was useful for our small team to manage our customer pipeline as well as email tracking and gathering leads from our website. Additionally, the integrations with providers such as Office 365 made the product easy to use.
- Great integrations.
- Price was perfect for small teams.
- Very intuitive to use.
- The calendar in Insightly was not up to par with other providers.
- Would love to have seen a more visually appealing UI.
- Tasks feature is lacking.
June 04, 2019
Project Management made easier and efficient!
We had a very efficient use of the software in a project that our company had. We were able to have a total track of the project and never missed a chance of improvement. The results came out to be very satisfying and very efficient. It has very user-friendly project management features which are very helpful and effective. We were able to optimize our project in a very timely manner and got very convincing results out of it, all thanks to Insightly.
- Backs up all the important documents and data.
- Importing of contacts is a very helpful tool which I cannot forget to mention.
- A project can be expressed in a simple, detailed and informative manner.
- The sidebar navigation is also very helpful and comes in handy most of the times.
- It is $99 per month and we found it to be a little expensive.
- The e-mail feature is a little bit confusing.
- It has bad customer service.
February 21, 2019
Pros and Cons of Insightly
It is being used by a limited number of individuals within my immediate department.
- Exceptional reporting and alert capability
- An abundant number of templates for use across multiple applications
- Email capacity is quite large
- Not best suited for very large-scale businesses
- Reporting capability is great but there could be additional options for customization
- Sometimes there are results in duplicate entries/records which can lead to unproductive time
January 29, 2019
insightly is the best option for our sales processes
It is very feasible to have Insightly since we optimize our sales processes in a timely manner. It is very easy to manage, with good functions that guarantee a good service. It is very profitable to have this software because it has many very useful tools that make it easier for us to make our sales in an optimal way
- it is a very useful tool to manage everything related to our corporate agenda
- It allows you to open up an account for free with limited storage of course but still is very affordable if you upgrade to the Plus Plan.
- The sidebar navigation makes a lot of sense, and that is about it.
- The email function can get a little confusing.
- It's not super intuitive and I have had a hard time making use of all the functionality I need from my phone.
- I honestly do not like the color that Insightly has set as their theme color.
January 28, 2019
Good and Cheap CRM
In our organization, this software program is resolving to optimize the agenda of our clients and allies that our agency manages. As a user, my main aim is to keep each client satisfied, what Insightly with its CRM framework enables me to do effectively and a little organization that advances great development is the thing that everybody is searching for. It enables me to take notes effortlessly and therefore not miss anything. Also, there are some other features for which it is used in our business:
Managing projects, opportunities, and lead. It enables me with all of this added functionality.
Managing projects, opportunities, and lead. It enables me with all of this added functionality.
- I think that it's simple monitoring every one of the 'activities' and errands e.g. messages, calls, recommendations, connecting those to errands and making openings.
- It is valuable to have this connected to singular contacts with the prospect/customer. It's extremely instinctive and simple to utilize, notwithstanding when you don't have much time to spend on business improvement. Not certain what else as I'm not utilizing it regularly.
- It is much cheaper than Salesforce and better than it.
- The web browser app interface is great, looks pleasant and is really responsive (quick).
- The navigation is tricky and cumbersome. It takes too many clicks to get to my projects. They could have made it more simpler and quicker by giving quick tabs or an option of favorites or something.
- It is $99 / user, per month (billed annually) for the enterprise so if you are a startup, you probably can't afford it.
December 21, 2018
Change the pace of your company with Insightly, the best CRM.
We have used this software for almost two years now. We have really seen a noticeable change with the whole organization, the sales, and the attraction of clients who every day feel more satisfied with our promotions and services. We have been able to tackle the problems that we had with the Information management.
- Backs up important information.
- Avoid flaws in tasks, which saves us a lot of time.
- It is an excellent CRM, light and practical to use with a great interface.
- Import of contacts, this tool is very important for our organization.
- We always have the opportunity to link Insightly with other applications.
- Maybe my only and exclusive complaint about this software would be that once I exported some information I can not import it back again.
December 21, 2018
Take control of your project with Insightly
We had an excellent case of application with the license of Insightly enterprise managing a project that our company led in the Caribbean, specifically in Haiti, using Insightly allowed us to take better control of the progress of the project, allowing us to focus on the points of improvement, especially in the delivery times of results towards our client. In this project the Client, the supplier, and we as subcontractors and managers of the deployment interacted, so we needed to present convincing results in record time, with the use of this application we were able to achieve it.
What most impacted our client was the way we presented the project's metrics, so they could validate with the data in hand the expected progress.
What most impacted our client was the way we presented the project's metrics, so they could validate with the data in hand the expected progress.
- It allows us to synchronize with common applications that we have been using frequently such as Gmail, Office 365, etc.
- The way we present the progress of the project, in a very fresh and understandable way.
- It allows us to manage delivery times, efficiently, so that we accelerate in cases where we see delays.
- Offers a variety of ideas, to send reports that serve us internally to increase our productivity and motivate employees to achieve achievements.
- There is an Insightly module which allows streamlining business processes. In the beginning, this module is usually a bit confusing, due to the way data are introduced and how they relate to data that we already have from our clients.
- Initially, there is a relatively high start-up cost.
December 04, 2018
Insightly - Exceeds Expectations
We use Insightly across the organization for customer relationship management at each stage in the sales funnel: from potential leads to proposal to executed contract. Streamlines access to all contacts and links to organizations for a visual of each person's role in the organization. User-friendly workflow for task and project management, as well as assigning tasks to remote users for transparency when needed or privacy options for specific tasks or projects.
- User-friendly database set up via import of contacts from multiple sources
- On-going support and training: live webinars, recordings or on-line Q&A are invaluable
- Reporting flexibility and ease of adding custom fields
- Accessablity from multiple platforms: I use it daily on my desktop, laptop & Android
- Recurring task management could use more flexibility on the triggers
- Emails are kept in one repository & don't link directly to the project/person referenced
- QuickBooks not accurate if multiple projects/subcontracts for one client
- Customer support is non-existent: no phone help, online chat or ticketing helpdesk system. Just post a question & wait to see if someone answers it!
November 27, 2018
Optimize Project Management with Insightly
This CRM software is currently used in the Engineering department, with Insightly we can categorize, if you have several types of products or services, you can configure categories by opportunities. It can also be used to write down the type of priority that you consider about an opportunity found, it can be added for the management of projects, files and tasks, it is really a very functional tool within the company.
- It is software that allows better control and monitoring for project management.
- It allows the centralization of internal and external contacts of the company, improving the communication channels with suppliers and customers for the quick access to information.
- Through this software, a correct functional management of the company, tasks and processes is maintained.
- The most versatile part of Insightly is that it starts with basic and simple features that can be expanded as you grow your needs within the company.
- I would like this software to have a more dynamic interface when loading tasks and / or files.
- That a sales management and support process is more practical to operate.
November 27, 2018
Insightly a great offering, Easy to use - Easy to import lists
It makes it so much easier to assign tasks to my employees. I always prefer to have tasks written down to verbal tasks, so this program helps so much in that aspect. I also really like the clean, efficient look to this program. It makes it very easy to use and is not as cluttered as other similar programs. I loved the training videos that helped my employees learn the ins and outs of the program. The fact that there is tech support readily available is also a plus. I hate having only email or only phone support available, but Insightly has both!
- Total contact management software that include picture of person.
- Great training videos to guide all level of users.
- Wonderful opportunity to scale the software as the company grows from startup to height unknown.
- CRM and project management together in the same application.
- Can't send HTML emails from within Insightly.
- Responsive customer service that doesn't seem well informed to deal with anything beyond the most basic of questions.
November 19, 2018
Of the best CRM software in the market, excellent.
This program is really amazing, both in theory and practice is one of the best CRM in the market. The customer support is the best there is, and the contact management software is very broad and gives us the tools we need to keep track of our possible clients. Every time Insightly improves its tools and becomes increasingly easy to use.
- It has an excellent sales process and an incredible marketing facility with customers.
- The price is affordable enough for small companies to get the program.
- It accommodates in the best way the growth curve of my small business.
- There are many videos for new customers who are entering the software to have the ability and speed to catch up and not be left behind.
- Sometimes it is not visually beautiful, it still needs to improve its appearance.
- The free version does not provide all the tools or features that a paid version offers, so it is almost mandatory to buy the membership.
September 11, 2018
Insightly Progress
Insightly is being used by our whole organization. We are a start-up Marketing company that was looking for a trustworthy CRM program.
- Lots of filter options!
- Automatically pulls contact Social Media profiles!
- Sends email confirmations when uploading a .CSV doc with specifics on who was uploaded, any skipped, dupes etc.
- So many pop-up screens on one page can get cluttered.
- Each column has to be manually adjusted to view contents each time.