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
(1-25 of 70)Companies can't remove reviews or game the system. Here's why
October 10, 2023
Satisfied Customer for Almost a Decade
We use Insightly to manage our childcare recruitment agency. We use Insightly to manage all aspects of our clients and candidates, including biographical information for all parties, tracking appointments, and keeping track of billing. We also use Insightly for lead management and as a tool for sorting through prospective candidates.
- schedule interviews and other appointments between our clients and candidates
- track client interactions
- track candidate interactions
- the Opportunities dashboard was hard to customize for our use case
- mandatory color orange interface not my favorite
- some bugs (e.g. under "CHOOSE COLUMNS" can't use search bar to find an item)
I work in an Admissions Office at a boarding school. We have used Insightly to market to, and manage, our potential student applicant list. Insightly has helped us to market to a wider range of potential candidates than before, as well as streamline our outreach. Insightly has enabled us to contact potential candidates through various employees at our school.
- Manage lists of potential candidates
- Send emails and marketing materials from different individuals in our organization
- Reach a wider audience than in the past
- Timing of reach-out emails to incorporate information from various individuals
- Notification that communication has been sent out, regardless as to who in the organization is sending the emails
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.
Score 2 out of 10
Vetted Review
Verified User
Insightly is used to track quotes and orders for our client's projects. The business problem is the level of detail involved with each project and keeping up with frequent changes and deadlines. Insightly allows us to keep all the information in a specific Opportunity/Project to serve our customers better and faster.
- Provides a platform to organize project information
- The platform shows the organizations and people involved with a project as well as notes and emails; however, this area needs to reinstall a feature from the Classic Version that has been removed.
- Makes it easy for multiple employees to see what is happening with a project without long meetings or conversations.
- Please add the box back in to Files that allows for easily removing multiple files. This feature was in the Classic version and has been removed. In the current version removing un-needed files is a very chunky monkey process and a primary reason I no longer recommend Insightly to others in my industry. Png's such as Facebook, LinkedIn, and Instagram used by many in my industry as part of an email signature are saved as separate files along with quotes and documents I frequently need to open. It is extremely irritating to scroll through many of these Png files to find the one I want to open.
- I rate the instructional videos a C. They seldom cover my question and I find rooting around to solve my problem better than using the customer service help or Zendesk options.
- The information on Mailchimp Integration is very poor and I want to use Mailchimp Marketing.
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
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
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.
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
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.
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 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.
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.
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.
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.
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 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
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.
August 14, 2018
Insightly - does what it says on the tin
While we may use official CRM within our organisation, I have been using Insightly for individual CRM purposes for a short while. It has a light touch interface that allows management of mails very easily and you don't have to be too tech savvy to get to grips with it. As it is just me, I can use the free version which is a bonus.
- Interfacing with Gmail
- Large amount of third party integrations
- Low cost
- Expansion of features within free version
- Reporting features are lacking
June 14, 2018
Good choice for extremely cost-sensitive businesses
Insightly is being used by our Sales and Marketing Departments. It addresses the problems associated with keeping track of individual salesperson's contacts and activities with those contacts. It also helps salespersons to see some of the communications with their customers through our underwriting department. Finally, the app helps the salespersons to keep track of customer information when they're away from the office.
- Insightly competes extremely well cost-wise with almost all other CRMs with similar capabilities that are out there.
- The customer service portal contains a lot of helpful information that is fairly easy to search and navigate. When at a loss, contacting a real person for help via email is easy.
- The contact and organization records are easy to search and download. Duplicates are fairly easy to merge.
- We started using Insightly when it was still in its Beta phase. Back then--when it was free for us to use--we expected big changes and were prepared to quickly adapt to them. Unfortunately, since those early years, Insightly continues to make huge changes to aspects of the CRM that are extremely disruptive to our business as our reliance on its predictability and reliability have also increased. While the latest changes to the overall interface (from "classic" to "new experience") are not being forced on users at this time, the company has stopped servicing the classic interface. Furthermore, some earlier changes (e.g. to the way records were formatted etc.) were made without warning and caused significant data loss and lost work time to remedy.
- Some aspects of the CRM are not as customizable to our particular business model. The projects and opportunities are somewhat useful but would be vastly more useful if we could have more options to customize.
- Over the years the ability to have a personal video conference session periodically with an Insightly specialist about general questions specific to our company has been eliminated. This was a huge value-add that Insightly has taken away (even for paying customers).
May 29, 2018
Insightly Understands Small Business!
Insightly was used by my organization to organize customer information. I needed a really simple CRM that I could teach someone quickly how to use it and store the information. She caught on real easy! It is easy, quick set up and frees for 2 users. As a startup, the cost is extremely important. That solved the issue as well.
- Most importantly, it is cloud-based software.
- Integrates perfectly with GSuite and Google products.
- Mobility. Perfect for digital nomads.
- It needs to be more robust. Search needs to be improved.
- Lacks marketing automation.
- Better support
May 28, 2018
Useful app in for client management
This application provides us access to the information whether it is project related in the most suitable way in comparison to the other project management software that I have used recently. It is of good use to the person who needs client management or keeps a record on his daily scrums.
- It is helpful for meeting coordination and client management
- The mobile app is really good, no lack of speed or performance
- Also very helpful in making an impressive presentation on product insights.
- Greatly appreciate if it can be used in offline mode
- Having trouble logging in sometimes. Always have to contact customer support to fix it
- Customer support is not any good(does not provide any assistance in case app crashes)
I used Insightly to organize my leads and prospects for my voiceover business. The problem that it addressed for me was getting my contacts out of a spreadsheet and easier to manage. I used the task lists to organize my auditions, jobs, and follow ups.
- I liked the color coding on the task lists. Separating out the daily tasks by color is a good visual management tool for keeping the day organized.
- The CC to the Insightly account was also helpful for me to keep emails to clients organized.
- I like the organization from moving from leads through opportunities. Such as turning prospects into opportunities and keeping your categories very organized.
- The main thing for me marketing my business is visibility of email status. It is nice to have some integrated email and being able to schedule and use templates, but is missing a group email option and ability to track email activity (opened, links clicked, etc..)
- One improvement that I would like to see would be integration of contacts with their social media pages. (LinkedIn, Instagram, Twitter...)
- I would use tasks to mark certain contacts for regular follow ups (weekly, quarterly, etc..) would be good to have an integrated tool for this function.
I use the CRM and project capabilities of Insightly to support and track sales and projects in my speaking and seminar business and my consulting business. I have also used Insightly in a previous retail business as a personal stylist and seller of custom menswear.
- It's online and has different tiers. You can easily move between different product tiers as your business needs change.
- I love the integration of sales pipelines with projects and tasks.
- Integration with third-party software tools.
- Would be great if you could integrate with your select email marketing platform, or if Insightly provided email marketing tools similar to mainstream platforms.
- I am a Microsoft product user and would like better integration with those products.
- Would be nice to have templates for different business types.