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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How Insightly Differs From Its Competitors
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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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- 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 and Ratings
(801)Attribute Ratings
Reviews
(51-75 of 396)Companies can't remove reviews or game the system. Here's why
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?
December 14, 2022
Great overall system, highly recommended!!
I use I slightly daily at work. We are a provider relations and case management company. I use it in my role to chart on practice meetings, keep track of tasks I need to complete, and track and run reports on my work. It is a great, easy to use system and I was able to learn how to use it very quickly. Everyone I work with loves using it! I would highly recommend this to anyone!!
- Ease of use
- Great ways to track tasks, run reports
- Love using to chart my practice meetings
- Make linking emails more easy
- Make all boxes have unlimited characters
December 08, 2022
A powerfull CRM tool that is all you need.
Insightly keeps track of the most pertinent lead data, including a detailed activity schedule of emails, calls, meetings, and tasks as well as the source of a marketing campaign. Real-time lead routing that is automated will allow sales representatives to follow up on leads while they are still warm. To email only one lead or contact, choose Email This Lead or Email This Contact from the Actions menu when you are viewing a lead or contact. Send emails to up to 50 leads or contacts at once by selecting them from the Leads or Contacts objects and clicking the Send Email button.
- We are using Insightly on our task management
- Lead management
- sales management
- sometimes Insightly is very tricky when it comes to tracking of leads
- a lot of things to check before getting the right and exact leads, sometimes confusing
December 07, 2022
Insightly good all rounder
We use Insightly as a CRM, it is user friendly and easy to adjust to the business needs. Full flexibility in the way the user interacts with the system and complete control over the interface. Make for a very easy system to use. Very much worth using if you are on the fence.
- Full customisation
- Simple layout
- Ease of use
- Straightforward
- Can be confusing at first.
- Extra options
- Interoperability with sourcing systems
December 06, 2022
It has made my life simpler!
Score 10 out of 10
Vetted Review
Verified User
I use Insightly on a daily basis, and it has changed my life. Now that we have every candidate in the same place, we are more organized, we work better, and our response time has lowered. Each coworker can enter the same place and manage the same information. It is amazing!
- Pipeline view
- Customizable reports
- Contact management
- New opportunity page
- Notes apparel
- Task view
December 02, 2022
Simple, agile and useful!
Score 8 out of 10
Vetted Review
Verified User
We use the CRM for 3 years now and the main use is to administrate every candidate that makes a consultation at school, it is very useful to organize every consult and separate between the different pipelines according the school year they are interested in. Before Insightly it was everything a mess, now we can make reports, follow each candidate stage and use the list of contacts for mailing and promotion
- reports
- layout
- pipeline view
- dashboard view
- opportunity layout
- contact information
December 01, 2022
Great CRM Option
We use Insightly as our CRM to manage contact information for our partners, external vendors, and prospects. Insightly allows us to organize as much or as little data as we need for each group with the ability to modify, run reports, and visualize the data as needed. Its integration with Outlook allows us to track every email that goes out, making it easy to preserve account history with each partner.
- Customization
- Support
- Linking Reports and Dashboards
- Ability to Customize Menu
This is a wonderful platform for keeping notes and communication between multiple sources organized and easy to locate. In our organization, we utilize different templates for different departments and appreciate the ability to seamlessly interact between departments. Easily personalized for analytics, communications, organizational purposes. Great platform, intuitive, easy to use. Highly recommend.
- Organization
- Analytics
- Personalization
- Communication
- Linking to emails
- Communication between analytics
November 30, 2022
Insightly Makes My Life Easier!
I keep track of bids our department submits for various construction projects. Insightly let's me input multiple bids for the same project with different scopes of work. It also allows me to change the status of any project right on the opportunities home page without having to actually open the opportunity itself.
- Easily change the status of any project
- Easily allows multiple bids for the same project but different scopes
- The ease of setting up and finding previous opportunities so I don't have to hunt through other department's projects.
- I honestly can't think of anything with regard to what I use it for.
November 30, 2022
My opinion on how not to use a product
Maintain membership records.
- Easy to locate information
- Import tasks
- Tracking course offerings
- Internal impelmentation
November 30, 2022
Great tool for managing relationships
We use insightly as a CRM and we have solved many issues with this product. Communicating with our teams and having different touchpoints of communication through various team members have been beneficial to create the company culture we are seeking. We have also solved the problem of seeing various communications for certain individuals in one consolidated place. It helps us to review various communications throughout the year to help us with year-end decisions. Helps us to maintain and schedule appropriate communications and touchpoints with our team and all of our team can see this in one place. A great tool for our team.
- Personalize to our needs
- Customer service support is amazing!
- One stop tool to collaborate and manage our communications with our team
- customize more
- ability to sort/filter better
October 31, 2022
Insightly: The Only CRM You'll Need
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.
September 21, 2022
Easily Link Valued Clients with Leads, Opportunities, and Projects
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.
August 12, 2022
Insightly: made to improve our timelines.
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.
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.
August 09, 2022
It's just EASY!
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?
August 08, 2022
How Insightly allows more efficient workflow and opportunity management through the use of a simplistic CRM product
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.
August 05, 2022
How insightful is insightly?
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.
July 28, 2022
Insightly - Superb platform!
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
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.
July 21, 2022
Insightly: Good-value CRM
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 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.
July 15, 2022
How Insightly has helped Argenta Thrive
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.
July 15, 2022
Insightly has great Gmail integration
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.
July 13, 2022
Insightly has improved our efficiency
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