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 (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
(26-50 of 395)Companies can't remove reviews or game the system. Here's why
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.
March 06, 2023
Insightly we Trust
I use insightly to help me do inspections on scheduling and always allows me to update notes and keep everything organize which is very helpful. Insightly allows everything to be organize and puts things in catergories to help other user in my company to find and see dates and data when needed and to see it off to the next employee. It also address communication when you need to find information on certain projects. Also allows you to link to google which is a huge help.
- organization
- data collecting
- Saving information
- Some times it doesnt save update information
- Some times glitches
- Some times links are broken
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.
March 05, 2023
Good value for the money.
Having all client activity and profiles is of incredible help to us.
- Adaptability to existing workflows.
- Email campaigns (Marketing).
- Missing some essential integrations (unless you pay extra for Appconnect).
- Reporting is not as user-friendly and lacks flexibility.
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 05, 2023
Insightly: the CRM everyone should know about.
We use Insightly in our organization on a daily basis: it is my home page & my default for when a new tab is open. I live and breathe Insightly. We are a solar company that has grown a lot during the past few years, and with that, the need to use a CRM with unlimited settings and integrations became extremely important. We use Insightly to manage projects, check the status of projects, and keep track of our KPIs. I love how easy it is to navigate, create reports and integrate with other software making our lives easier.
- Organize projects.
- Keep track of KPIs.
- Integrate with other software.
- Insightly App search bar.
- More fields on the project page.
- Transfer of data with pointers.
March 05, 2023
Engineers win with Insightly.
- Integration with other software.
- Smooth customization per object.
- The logic that can get pretty complicated runs well.
- More room per custom object.
- The ability to not have to use app connect for more complex design automation.
March 03, 2023
Insightly is a Would Reccomend
We use Insightly as our internal CRM. Although there are small features I would like to be able to use in Reports, overall I would say that Insightly is great, and continues to improve each year. We can typically use AppConnect, or utilize exporting reports in order to accomodate the features we lack. I would recommend Insightly as it's easy to use for both the individual users, and the admin. <br><br>The biggest thing I would like to see improved (or changed back) is the reports being updated instantly instead of hourly.
- Regular changes/improvements
- ability to share/build reports
- the cards we can create for dashboards
- Being able to compare data in like fields (ex. dates)
- reports updating automatically
- being able to search fields that are used in workflows/layout rule etc
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 02, 2023
Insightly, a a game-changer for our organization.
Insightly is an incredibly useful tool for managing international projects and opportunities as a CRM system. As a user, I appreciate the simplicity of the interface and how easy it is to customize and tailor the platform to our organization's needs. One of the most useful features of Insightly is the ability to track projects and opportunities across multiple teams and regions. The platform allows us to assign tasks, set reminders, and monitor progress in real-time, making collaboration across different time zones and languages seamless. Another standout feature is the ability to integrate with other software, such as Google Suite, which further streamlines our workflow and enhances productivity. Additionally, the platform's reporting and analytics tools are robust, providing valuable insights into our sales and project management processes. Overall, Insightly has been an invaluable tool for our organization, helping us to improve our efficiency and effectiveness when managing international projects and opportunities. If you're looking for a powerful and easy-to-use CRM system, I highly recommend giving Insightly a try.
- User Interface
- Automation
- Tracking
- Project Management
- Sometimes slow
March 01, 2023
Insightly Review
Internal CRM to see production data PII, marketing emails, reporting
- Quick access to data
- Easy reporting tools
- Ability to take API calls
- Cannot have multiple contacts using same email
- Not a great user experience with API webhook responses
March 01, 2023
scheduling specialist
Scheduling Solar Site Surveys and Installs from Homeowners and Sales reps for the Solar Energy Industry, customers service for complaints and service request as needed everyday from 6am to 10pm monday thru friday , 7 days a week. Run Reports and service tickets and communication with management to workforce to final homeowner project completion.
- run reports
- customer service
- sales reps repore
- templates for sending messages that integrated with Grasshopper
- template emails with our gmail account
- user friendly
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
An Affordable and Highly Customizable CRM Solution
We use Insightly for managing Contact information, Organization information, working Opportunities, completing Projects, creating Quotes, sending Invoices via their QBO integration, sending documents via their PandaDoc integration, and automating processes via their Workato integration. There isn't a division within our company that doesn't use Insightly in some form or fashion. It is a very flexible CRM that can do just about anything. We even manage products within it.
- Automation
- End-User Page Layout
- Administrator Features
- Project Management
- Instant Notifications within the app
- More detailed record edit logging
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!"
March 01, 2023
Operations Perspective
Insightly was used as our CRM as well as order and customer management. We pulled reports from Insightly multiple times a day regarding product frequency as well as sales orders.
- Able to manipulate reports
- Sends automated emails to customers
- Product portfolio
- Have a warning if a duplicate PO is input
- have multiple users able to add new products
March 01, 2023
Helpful organization
I mainly use Insightly to keep track of books and the editing process. It helps maintain organization and is an easy way to see which stage of editing each book is in and holds important details about the book like dimensions, author names, etc.
- Organization
- Task reminders
- Specified lists for certain users—when I change the settings on a list (like what information I'm searching for) it changes for every Insightly user on my team. I wish that it only changed for me.
January 24, 2023
Insightly Adds Value to Your Workforce
Insightly helps streamline our workforce by effectively keeping all of us in constant communication. We no longer use "Post It Notes" or a Dry Erase Board as Insightly offers "Tasks" which is a more efficient way of delegating tasks and assignments. As a result, our projects are completed faster and without the usual chaos.
- Contact lists are very through and can be tagged for other projects
- Emails can be easily saved onto Insightly without having to cut or paste
- Insightly offers updated services dedicated to making us work smarter, not harder
- Insightly is affordable for the small to mid-size business
- Templates
- Automation
- Mobile Apps
January 03, 2023
Great tool, great value.
We use on a daily basis to check, update and manage accounts for all of our clients on the solar industry. We have dates and information for the whole solar process for each customer, the Insightly keeps it all in one place, in a way all of our agents can see and edit the information, with some restrictions, of course. Insightly is also a great tool for the leaders, in the way that you can track the work other agents are doing on the accounts.
- Data entry
- Track numbers and goals
- Export maps using insightly data to google maps
- Platform could be faster. It struggles loading things like charts sometimes.
- A good thing to implement would be a more in depth individual customization. It would be mostly cosmetics, but maybe it would help each user/agent to rearrange things in a way they would be more confident with.
January 03, 2023
Highly ordinated tool to classify data
We use for customer relationship management and opportunity management to serve the customers via a defined pipeline. Also, we found it so friendly to keep circulating the tasks within the organization for all the in-time solutions. The data is on-board with a complete history saved.
- Reports and charts are a quick-go to visulize the statistics.
- Built-in email feature is very handy. It allows the templates too.
- Bulk editing while using big data is the most useful addition to the tool.
- Admin access should be transferrable to some extent.
- Finance and Marketing features can be added as user friendly for big datas.
December 16, 2022
Great Platform for Small Businesses
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?