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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- Tech Details
- 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
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Reviews
(1-25 of 282)Companies can't remove reviews or game the system. Here's why
April 19, 2024
Insight into our recovery program.
I supervise a program that makes follow up calls to persons leaving residential treatment for substance use disorder.
As our clients discharge, they sign a consent to contact. We enter them into the 'pipeline' as new 'Leads" and after they complete the initial survey they are converted to an "opportunity". We are able to track them through Insightly. We are able to add notes about each contact call made to keep a record of our contacts with them. It has been extremely useful for our program. The initial set up of the program went smoothly and we have been happy with the tech support. If there was an organization who wished to set up a program like ours I would definitely recommend Insightly. This have made our program a success from the documentation to the monthly reports and the ability to work with all the data elements.
As our clients discharge, they sign a consent to contact. We enter them into the 'pipeline' as new 'Leads" and after they complete the initial survey they are converted to an "opportunity". We are able to track them through Insightly. We are able to add notes about each contact call made to keep a record of our contacts with them. It has been extremely useful for our program. The initial set up of the program went smoothly and we have been happy with the tech support. If there was an organization who wished to set up a program like ours I would definitely recommend Insightly. This have made our program a success from the documentation to the monthly reports and the ability to work with all the data elements.
- Ease of entering new people into the system and tracking them.
- Ability to have data summaries at our fingertips.
- The helpful Insightly staff we have interacted with through customer service and technical support.
- The ability to ensure people listed as contacts are integrated into the 'leads' or opportunities.
- This is difficult for me because there are so many ways to utilize this program.
- My only other comment is that I need to learn more!
November 22, 2023
Insightly for Association Management
My team uses Insightly to manage intellectual property licensing and training program management within our association management company. Doctors, researchers, students, and pharmaceutical companies submit permission/licensing request forms which are connected to Insightly. We use Insightly requests to manage each step in the licensing process. We also use Insightly projects to manage clinical trial training services.
- Customizable objects and fields to meet our needs
- Ability to connect our website forms to Insightly request records
- Pipeline stages to track each step in the process
- Linking contacts and organizations
- Assigning tasks to other team members
- The Inquiry feature is missing some functionality, so it is not as useful as the Request feature
- The Actual Close Date does not autofill when a Request record is closed and marked as Lost/Abandoned
- The customizable objects and fields are very useful but the System Settings interface could be more user-friendly
November 15, 2023
User friendly, great diversity and good overall value for money.
We use it to assist in our sales process, from initial leads to opportunities, and then once the deal is closed, it helps with follow-up and project tracking.
- Task management.
- Lead management.
- Opportunity pipelines.
- Customer equipment.
- Dashboard drill down.
- Integration with other software.
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)
September 29, 2023
Insightly is worth it
We use Insightly to keep client communications in order and link contacts to opportunities. We use it to keep track of lost, open and won opportunities to service the correct people. This application is used in conjunction with other applications we use to keep our business running effectively and efficiently.
- Displays tasks in an organized manner
- Easy-to-use system
- Allows for custom categories in contacts and opportunities
- Allows you to see others’ task lists
- More personalization
- Hover over notes to see the body instead of having to click it
- Being able to open notes as pop-ups
- More effective task organization
- Allow for team members to remove tasks from set stages when not applicable
I use Insightly daily to manage my tasks, update client contact information, and to track opportunities. Insightly offers users from different departments the ability to pass work and opportunities throughout our enterprise. I also use Insightly for client prospecting, marketing, and e-mail.
- Cost effective CRM solution
- Tools to merge duplicate contacts and organizations in the CRM
- Google Integration
- Ability to customize for our enterprises
- Robust phone integration
- Need for a dedicated client prospecting module
- Speed of automations
March 13, 2023
Useful Tool!
We will be using Insightly more as a company going forward, but for now I have mainly used the Projects module to track hiring decisions.
- Keeps all relevant documents in one place
- Uploads email correspondence related to the project
- Can keep track of all parts of the project in one central place
- Outlook Add-In consistently does not work properly
- Photos from email signatures upload in the files section automatically
- A bit confusing to differentiate between the Pipeline Stage and the Project Status.
March 13, 2023
Insightly packs a punch with budget in mind
We use this to manage every stage of the solar installation process, from sales, to design, to permitting, to installation, and finally activation. It allows us to have object oriented records for each project stage, all liked back to the original customer record. It is effective and I actually prefer this over sales force classic.
- Ticketing
- Record keeping
- Value change tracking
- Artificial intelligence
- Calling integrations
- Webchat integrations
March 11, 2023
Customizable reports and database capabilities make verifying insurance eligibility on orders a breeze.
We use Insightly to manage and organize orders that come in on our website. I work in verifying eligibility for these orders to ensure insurance will cover the cost of the durable medical equipment (breast pump) the customer ordered. Without Insightly it would be challenging to organize the orders so we can most efficiently verify eligibility and get them shipped out to the customer in a timely manner.
- Increase productivity.
- Work from anywhere.
- Assembles reports to more effectively verify eligibility.
- It does not automatically populate NPI information when I confirm the HCP is in our database.
- Unable to add multiple addresses for one HCP in the database.
- When a customer enters their name as HCP, it does not recognize it and kicks it back.
Our organization uses Insightly as our centralized CRM for all business activities.
For us, we needed:
For us, we needed:
- A place for Sales to log their pitch calls and closes in one location.
- A way for marketing related email cadence to be sent out to prospective and active clients
- A centralized space for our Client Success team to see a client's journey and log client interactions
- A system to track individual coaching sessions and activities offered by our contractors
- A centralized location for payment dataA data reporting and dashboarding tool to give leadership insight into the functions of the business.
- Client Support
- Ability to customize the system
- Ease of setting up permissions for users
- Inclusive use of appconnect
- Being able to calculate certain business metrics such as LTV
- Ability to see record count as records are limited
March 10, 2023
Usability of Insightly
Insightly is integral to my job function on a day to day basis. In the solar industry, installation projects have a very large scope of work. Without something to aggregate and sort data in an accessible manner, my job would be chaos. I wouldn't be able to be productive in any kind of efficient manner, and that in a sales environment means less money!
If I had to sort everything using spreadsheets, probably half of my day would end up being admin work. I'd never be able to actually perform the job that I've been hired to do.
Insightly lets us keep everything neatly compartmentalized, so that I can quickly grab any info I need on a project and relay that information over to a customer, or coordinate with others within the business.
If I had to sort everything using spreadsheets, probably half of my day would end up being admin work. I'd never be able to actually perform the job that I've been hired to do.
Insightly lets us keep everything neatly compartmentalized, so that I can quickly grab any info I need on a project and relay that information over to a customer, or coordinate with others within the business.
- Keeps track of my leads, opportunities, and projects.
- Configurable and customizable to our specific business model.
- Lends visibility to people who need it.
- User interface could be polished a bit, looks a bit rough as of now.
March 10, 2023
Insightly is Great for Small Businesses!
We use Insightly to track users in our CRM as well as use it to evaluate and see the entirety of our sales pipeline from leads to acquisitions. Insightly is useful for being able to see exactly where you are in your sales cycle as well as track income earned.
- CRM
- Sales Pipeline
- Growth Targeting
- Projections
- Insightly doesn’t have the customization that other platforms have for building your own boards.
- The view is sometimes difficult to navigate to understand what you are looking at.
March 10, 2023
Insightly is a Solid!
We use it as our database for customers, prospects and for records of deliverables with the media outlets. All employeess track and record activities and we use this for marketing outreach as well. This allows our teams to collaborate and share information among departments. It also has been customized for our industry and and streamlines our processes.
- Storage of records for clients and projects
- Streamlines communications between departments
- Allows for fast emails and mass communications
- More flexibility on pull down descriptions
- Interfacing with Google better, especially emails
- Search more intuitive
March 10, 2023
Insightly is great!
Insightly is used to hold customer and employee information. We connect insightly to our phone system and agreememt website. We also used it to organize reports we check on daily basis
- Allows a great a clear way to set up a customers project
- Keeps track of clear changes by name of whag was done before and after
- Allows us to make different reports and run them to break them down simpliar
- Insightly lags when connected to phone systems
- Insightly lags when connected to jorform
- Insightlg lags when connected go Panddoc
March 10, 2023
Insightly has potential to be good
I mainly use Insightly API to pull data to a database so I can view it through Vue.js components. Some issues I would say is the process of even getting the API and the fields that we need is a lot longer and harder process than other services
- The Dashboard at the front that is overview of data is helpful
- Instructions on how to use the API Development
- Insightly has trouble loading for sales
- Insightly doesn't always sync up with what we need
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 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