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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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
(800)Attribute Ratings
Reviews
(76-100 of 395)Companies can't remove reviews or game the system. Here's why
July 12, 2022
Classy, Innovative, and User-Friendly to All!
Insightly is being used by my personal sales department, comprised of 8 individuals. It allows us the opportunity to navigate our sales and ongoing projects all in one portfolio. Comparisons of data and [analysis are] necessary for the continuation of further sales and successes.
- Organization of tasks completed/ to-do
- Management of sales and open projects
- Good app on the iPhone, mobile on the go
- Very little storage on the free version
- Issues with email functionality, interference with Gmail login
- Dull graphic designs, slightly dated
July 12, 2022
Great Tool!
I use Insightly to manage our implementation pipeline. We have anywhere from 70-100 accounts in our pipeline at any given time. Insightly helps us stay organized and identify each account's onboarding stage. It also allows my team to meet its key performance indicators successfully. We're easily able to keep track of customer experiences and communication through the activity section of the project.
- Pipeline management
- Activity log
- Reporting
- Dashboards
- Search options
- Email integration
- Linking projects
I use Insightly regularly and have experienced great results. It is the first thing I log into every morning to determine where I am with my sales and management. Although I mainly use it to track sales opportunities, I also use the notes feature to track conversations I have with current clients. This is the best CRM I have found in terms of functionality and affordability.
- Tracking Sales Opportunities
- Tracking Customers
- Updating Notes for Customers
- Better integration for emails
- Would love to see some project management integration
- Calendar integration is confusing
November 25, 2021
Insightly is a great CRM for users of all technology comfort levels
Insightly helps our department better understand the needs of customers, by helping to track their inquiries with us and the associated products they are interested in. It also helps us to email them directly from Insightly, or we can have our emails feed directly into Insightly. It also serves as a reminder for which customers are due for a follow-up.
- Track leads. Adding contacts and sorting them based on the lead stage is clear and easy to do.
- Clean interface. It's easy to use Insightly and show someone else how to use it.
- Integrating with email. Emails are stored with the associated contact, making it helpful to view all communications inside Insightly
- Task/sorting stages. Adding tasks creates a little banner and you can also change the stages. I found them a little redundant as a user
- Uploading contacts can be a little slow when done in bulk
November 10, 2021
The best CRM I ever had
We use Insightly CRM to keep track of our client contacts including public agencies and partners. Every pursuit that we follow has a corresponding opportunity record in CRM, marketing, business development, and project management staff are linked to those opportunities and follow related activities including follow-up emails and phone calls, proposal preparation, and keeping track of delaines and win/loss results.
- Easy to navigate
- Easy to search
- Easy customizable reporting
- Mobile app
- Improvement on Dashboards
- Add time entry module for professional services firms
- Add billing module
November 08, 2021
Insightly provides "Insight" on your Contacts!
One of my clients manages a group of influencers and we use Insightly as our database to keep track of everyone. Not only are we able to add common details such as contact information and demographics, but we are also able to create groups and tags to note specific groups or subjects we can search in order to come up with a nice pool of candidates for a specific campaign.
- Very easy to use-you can start using it without a lot of experience
- Allows you to create groups or add tags to your contacts for more organization
- Gives the option to upload current contact lists into the database rather than manually entering
- Allows for adding social media profiles
- Allows you to create "custom" fields within your contact that are specific to your company
- It pulls profile pictures from Twitter profiles and they aren't usually good quality within the profile
- It would be nice if there were more "standard" social media profiles included in the main contact portion-rather than creating custom fields for others
- When creating tags, it would be nice if they weren't case sensitive-which allows for duplicates to be created
November 06, 2021
Insightly- great CRM process that helps to increase customer outreach and engagement
Insightly is really helpful to identify the right market audience for the product. It helps grow customer outreach and provides a great cloud based CRM solution. It helps handles sending emails to cutometers to help engage with wider audience and track KPI metrics to help in process improvement. It helps understand customer preferences really well and map their journey that help identify buying patterns, trends analysis and machine learning to help predict their behavior. This in turn helps create and design impactful events and campaigns and track metrics to see engagement with the customers. This can be done through social media , digital and offline campaigns as well. It is being used by the marketing department and will be scaled to the whole organization. It helped reach to customer and client by targeting them well and ensuring more revenue conversions. It also provided better integration to our clients that ensures better services.
- customer segmentation
- campaign design
- bulk email sending
- email alerts to customers
- streamline various business processes
- platform user interface
- ability to adapt to market situation while having campaigns
- securely save data on cloud in compliant way
- reduction in maintenance and service cost
November 01, 2021
Data - Tasks - Communications
We use Insightly on the Program (Operations) side of our organization. We track our constituents and constituents on the waiting list. We use Insightly to track funding, activities and contact information for each of these constituents. We use it for communications and to track the frequency of our outreach to them.
- Formatting of our pages
- Ease of Data Entry
- Task Tracking
- Queries
- Reports
- Without putting information in Notes, there is no way to maintain multiple fields' yearly information over several years.
- Would like to be able to edit (re-order) the list of LIST VIEW queries
- It would be great if the STATE field had a dropdown with the states listed
- In NOTES, you can report on Comment count - It would be nice you could report on comment count in TASKS also
October 15, 2021
Small business review of Insightly CRM
I previously used Insightly within my business to manage both my sales opportunities and ongoing client projects. It meant I had visibility across all of the pre and post sales activities relating to customers. It was invaluable in helping me to manage my time and record things I had done and needed to do. Don't actively use it now but still have a basic subscription as I still implement it with some clients. Basic subscription is no longer available to new which is a bit of a shame as it was a good entry level price for new CRM users - The new higher base price puts off a lot of CRM newbies as they can't justify the cost compared to other products on the market.
- Integration with my business ecosystem which is Google
- Management of sales and project pipelines
- New interface is brilliant making using the system so much easier
- Could do with automated email linking
- Raising the record limit on the Basic version
- Reinstating the Basic version - The new entry-level price is too much for CRM newbies
October 14, 2021
Insightly makes our project stage tracking flow smoothly
Insightly is used across our whole company. It helps keep track of all projects and at what stage our projects are in, as well as all contact information for our customers/clients. Insightly is used on a daily basis and we update it regularly as contacts/jobs/emails often change. We love using it and it is so easy to maneuver around to find whatever we are looking for.
- Keeps track of projects
- Keeps track of contacts for each project
- Easy to change information is contacts change
- Maybe add some editable entry points
October 05, 2021
Small Business Review of Insightly
Insightly is being used in our sales department to capture leads, proposals, and projects. It helps us monitor and track our sales pipelines.
- Captures Business Cards
- Captures Leads
- Captures Opportunities
- Linking information
- Better Reports
September 22, 2021
Decent CRM for SMBs
It is being used by some departments in Business Operations to keep a record of all customer and partner data. The most defining part of this CRM is definitely its seamless integration with G Suite, which is why it is one of the most popular CRMs on the market. In my experience using Insightly, I have found it to be a robust CRM with almost all the basic features and functionalities to help you effortlessly manage customer and partner relationships. It is flexible in terms of customization according to your requirements and is easy to use. It has helped us manage our leads, customer interactions, and opportunities all in one place while having visibility in the entire process.
- Inexpensive
- A clean and user friendly interface that is easy to navigate
- Reporting features are quite comprehensive
- Integration with G suite and other sales tools
- Workflow management is easy to set up and makes collaboration simple
- It lacks proper technical support. There aren't enough technical resources online and their support team isn't any help.
- It takes months for their team to get the bugs fixed and is incredibly slow coming out with updates.
- Lacks advanced features for contact management and opportunity management.
June 08, 2021
Great software, more features, lower price
We, the entire team of AML/KYC use Insightly as our CRM and needless to say, it seems to be a gem of a software to use amongst the team members. The contacts, leads, and tasks are all available to be used; however, we use the contacts module only as the leads module is used by another team at my organisation.
- Contact Management
- Stages of Leads
- Marketing Automation
- Email Management
- Lead routing
- Workflow automation
Insightly is being used in our company to manage our contacts and optimize communications with our customers. It also provides us with real-time information from multiple perspectives, which helps us increase our productivity and sales. We can automate the exporting of contacts, allowing us to create unique marketing and lead generation, offering a solution to virtually all of our sales problems.
- It is a great CRM tool that is very intuitive and makes it easy to manage opportunities.
- I like that it can clearly show activity on projects, schedule tasks, and effectively manage directory contacts.
- I can automatically subscribe my leads to the email list through the web forms provided by Insightly.
- They should add more variety of task and sales functions, which has to be at the forefront.
- Although its price may seem a bit expensive, it is pretty affordable compared to other programs and much more for what it offers.
We sell machinery to multiple industries ranging from breweries to biofuels. We are frequently working with dozens of potential customers with a sales cycle that can measure from 3 months to a year or even more. With these long cycles it is very helpful to have a tool to manage the often multiple contacts at a company and multiple events from trials to proposals.
- Good iPhone app
- Free option to try it
- Very simple intuitive interface
- About the same price as Salesforce now
- Free version has very limited storage
- No middle ground, either free or full price
May 27, 2021
Insightly as a valuable project management tool
It's a repository of project content, communications, scheduling, follow up, contact management and more that is utilized throughout the office, on and off-site, to better keep all players in the loop as to project status, materials, etc. It's improved our access to where a project is at regardless of who is available to provide input.
- It's a simple place to archive and organize communications and materials for easier access down the road.
- We have a project type for ads in our publication - so we're able, at glance, to see all the ads in that publication in the order of their status – from not started to OK'd. It helps in not overlooking an ad and potentially failing to include it in the publication.
- It gives us ONE spot to find the best contact info for a client that we can update for everyone's access whenever there's a change.
- Conversion of an Opportunity to a Project doesn't bring the content of the Opportunity to the Project. It does put a link to the Opportunity in the Project – but I would find it more helpful to see everything in one spot under the project.
- It's helpful that an email linked to a project automatically puts file attachments under files...I just wish it wouldn't also bring over all the innocuous media icons/logos that oftentimes make up the signature of an email.
- Clicking on a project link to an email opens a screen for me to choose which Google account I'm using and then it opens a new browser tab for that project. It would be preferable if it would simply punt and go with the Google account associated with the email AND not open a fresh tab...that makes for lots of tabs after a while. Not a big deal.
May 25, 2021
Taavi Miku's review on Insightly
I run a small recruitment business. For customer relations, I have been used Insightly for about 5 years now. It covers the main basic needs for storing customers' data and handling customer relations including sales and manageing projects' info.
- Integration with third party application (like MailChimp)
- Integration with calendar (inc. Google Calendar)
- Affordable price.
- Quite of comprehensive overview/statics of different metrics.
- There are many things should be done better. Please see their own help center site https://support.insight.ly/hc/en-us/community/topics
- It's quite frustrating how slow Insightly implements even simplest suggestions, if at all.
- The inteface and user logic could be lot better and userfriendly
- Doesn't give an overview of a contact or customer data as it could - needs excessive clicking between different views/tabs.
It is used amongst the sales team; there are 3 full time reps, 1 part time rep, and 1 person who uses Insightly to manage the inside sales and run reports. It gives us a place to track opportunities and move them along. We are also beginning to use it more for e-mail campaigns.
- Easy to use
- Strong customer support
- Sorts opportunties efficiently
- Uploads contacts from excel/csv files quickly
- Merges with Gmail
- E-mail functionality is limited (e-mailing to groups, and e-mails allow for html only)
- Cannot e-mail based on organization
December 01, 2020
Maintains good CRM and helps grow business
It is really very useful for when you need a CRM solution with very moderate commercial applications. With this platform I can follow high-value accounts with the ability to have a constant follow-up and be able to effectively guarantee more future purchases by our clients and potential customers. I have been able to eliminate those spreadsheets that turned out to be a very confusing and heavy work. With Insightly I can have more detailed and complete information in a single work area, which could be more interesting and lucrative for the business environment.
- With this platform I can get a clear vision of the sales that are made within the company.
- It has an excellent project management tool that allows me to organize my clients and sort them by categories.
- It has Gmail integration, thus being able to send emails and assign personalized tasks to people without the need for the platform
- It adapts to work needs, covering user requirements since it is very easy to manage and track sales.
- I only find the integration with the Google application practical, with other platforms it is a bit complex to understand.
- The mobile version lacks many functions which are necessary to have a full port of this platform on the mobile.
- Keep data in a public cloud, this can be a security risk. They should be able to give a tool where you can store the data privately and thus keep everything safe.
October 19, 2020
Great software with even greater features!
Score 10 out of 10
Vetted Review
Verified User
We're using this CRM to track our high-value accounts and keep track of them. The software is interesting and has an intuitive, as well as attractive UI. Our marketing team uses it as well for some of their tasks and loves it too. Different integrations they offer make the work easier and I would love to see more of them.
- Workflow automation
- Tracking emails
- Integrations
March 18, 2020
Insight into Insightly
We initially started insightly with the whole organization but have scaled it back to use in just our sales department. It works great for putting information about new leads in one central location and tracking them. We use it to follow the process from initial contact to sales and beyond. Insightly helps us know where we are currently and more importantly what to do next and when. It's fairly intuitive and seems to function well for this.
- It helps us keep track of new contacts.
- Share information with multiple users so if the contacts are updated we are able to open insightly and see where a potential customer is in our sales process.
- Assigning tasks is simple to do and check in insightly.
- We've had issues with contacts in insightly. We have trouble integrating it with Google contacts and I'm not sure which is the bigger problem.
- We use a plan with limited data and have had some issues with running out of space. As we've learned to use insightly better that problem has disappeared, but when it hit us it was a big problem.
- The activity sets option is a nice feature but I found it difficult to learn. The rest of insightly is fairly straightforward but this took more time and functioned differently. It's worth taking the time to learn but I'd guess the process could be simplified.
February 26, 2020
Insight into Insightly!
We're using Insightly primarily for our sales team as a CRM system, tracking organisations, contacts, opportunities and in the future, projects.
This information is coupled with our budgets to provide the proverbial "BIGGER PICTURE"
This information is coupled with our budgets to provide the proverbial "BIGGER PICTURE"
- Organizational, contact and opportunity management. We're able to store relevant data about all three specific information areas. In particular, the progression of opportunities through custom phases is a big plus for us.
- Great reports that are customizable to my department's needs.
- The easy user interface made the transition from our previous product relatively pain free for our users. Not to say what we used, but you had to be a wise old 'sage' to use it...
- It would also be great to be able to track quotes against a budget or target!
January 22, 2020
Insightly is good to start but it doesn't scale when you grow.
It was used in the whole sales department and some of the people in Customer Success. We had a process to manage Inbound Leads and another process to do Outbound by prospecting based on Cold Emails. The problem for us, was that Insightly didn't have good tools to do prospecting with cold emails, so every salesman had to create their own tasks to do the follow-ups. That's the main reason why we changed the CRM. For Customer Success we used the "Project" tab that allowed the Project Manager/Account Manager to communicate the process of the implementation to the salesman.
- Link between Sales and Project Managers
- Stages on opportunities
- Managing Leads
- Workflows for task assignment
January 19, 2020
Insight on Insightly
Insightly is currently being used as a client management system that mainly focuses on accounts/clients and new business development but also a bit of applicant tracking. It’s imperative for me to be organized especially when I’m wearing multiple hats. Insightly provides that for me.
- Task management
- Organization
- Price
- Features
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.