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
View PricingOverview
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…
Recent Reviews
How Insightly Differs From Its Competitors
Awards
Products that are considered exceptional by their customers based on a variety of criteria win TrustRadius awards. Learn more about the types of TrustRadius awards to make the best purchase decision. More about TrustRadius Awards
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
Offerings
- Free Trial
- Free/Freemium Version
- Premium Consulting/Integration Services
Product Demos
Insightly CRM Demo
Vimeo
Features
Return to navigation
Product Details
- About
- Integrations
- Competitors
- 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).
Comparisons
Compare with
Reviews and Ratings
(800)Attribute Ratings
Reviews
(1-25 of 307)Companies can't remove reviews or game the system. Here's why
April 12, 2024
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 Insightly manages our contacts and leads is incomparable. We haven’t found another CRM that can give us the same results with such ease! We’re beyond happy and confident with Insightly and the performance it’s given our team, and the price point is second to none.
- Dashboards
- Pipelines
- Contact management
- Event management
April 09, 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
Insightly- They make you feel like a partner
Insightly was already leveraged by our sales team and in the past 3 years we adopted it as an operations tool. Data Driven analytics and visibility were a company priority. Because our teams are now using the same primary tool, we now can go to one place to review several different aspects of the business for several different teams.
- Support>It feels like a partnership and support is a critical asset to consider when adopting new tools
- Customization>The ability to customize with custom objects has allowed us to utilize Insightly in unique ways.
- Customer Feedback>They very much are interested in soliciting client feedback when it comes to product planning.
- Project object expansion>Adding more customizable/project management functionality to the project object would be beneficial
- Custom objects have some limitations, would be great to have the same customization as you do with the standard objects
- Enhancing the team/queue functionality would be great for large teams
October 10, 2023
Great place for Bulk Marketing
I can easily manage my bulk marketing activities from Insightly.
- Email Marketing
- Contact Management
- Workflow
- Reports
- Reports
- Dashboard
- Emails in spam
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
We use Insightly CRM primarily to manage prospective sales of our small group product line. Our leads come in either directly from groups or through agents that we work with so the CRM allows us to stay on top of the opportunity and close the sale. Using Insightly CRM allows us to fully optimize our resources and sell as many groups as we can. It also shows us trends in the data so we can identify populations and niches that we should target.
- A modern CRM that is very organized and easy to use
- The dashboards are very easy to put together with an unlimited amount of customization which allows you to have a clear snapshot of the state of the business objectives
- The Insightly support team, is there to help at the drop of a dime and want to do everything they can to help you succeed. They will not only help you with your asks but make suggestions from their plethora of intel.
- There are some minor glitches such as the screen freezing up. You can fix this by refreshing the page and it doesn't happen often but when it does, it does disrupt the flow.
- Pulling a report from multiple objects is limited. You have a lot of options but there are some things you want to be able to pull in together and you can't.
- Items such as Contacts and Organizations don't always link together.
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.
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
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
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
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
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 01, 2023
Insightly Review
Internal CRM to see production data PII, marketing emails, reporting
- Quick access to data
- Easy reporting tools
- Ability to take API calls
- Cannot have multiple contacts using same email
- Not a great user experience with API webhook responses
March 01, 2023
Insightly, a great CRM for a good price
We use insightly for database reasonings, we also track leads, sales, revenue, opportunities, marketing, commissioning, and projects. Scheduling tasks, reminders, calendars, and self-automation emails. After years of lead intake, Insightly makes it easy to have all your clients in one place with many options that assist in streamlining the process
- Database
- Tasks
- Self-automation
- Tags
- Tracking sale stages
- Accounting/Revenue
- General Bugs
- Reminders
- Cross-Functionality
- More user friendly
March 01, 2023
An Affordable and Highly Customizable CRM Solution
We use Insightly for managing Contact information, Organization information, working Opportunities, completing Projects, creating Quotes, sending Invoices via their QBO integration, sending documents via their PandaDoc integration, and automating processes via their Workato integration. There isn't a division within our company that doesn't use Insightly in some form or fashion. It is a very flexible CRM that can do just about anything. We even manage products within it.
- Automation
- End-User Page Layout
- Administrator Features
- Project Management
- Instant Notifications within the app
- More detailed record edit logging
March 01, 2023
Insightly Review — An Invaluable Tool
We use Insightly to manage all levels of the book publishing process. It helpfully compiles information across various departments (sales, media, etc) and presents them in an easily accessible format. I use Insightly primarily to catalog media appearances that I secure for authors, and to look at upcoming events they have so I can promote them. Insightly also creates reports that I can show to my superiors to demonstrate my success and area for improvement. Some occasional lag is the only issue I have with Insightly.
- Allows me to easily catalog results that I obtain for each project.
- Allows me to create easiy-readable reports that I can show to my superiors.
- Allows my company to see progress via various charts and graphs for each book season — encouraging comparison with previous seasons.
- The interface is sometimes laggy to navigate.
- The log-in process requires one too many clicks.
- There is sometimes a delay when adding data to reports.
Our company uses Insightly to track and manage our myriad projects and those projects' authors, designers, leads, communication, and files. We publish upwards of 100 titles per year and also use Insightly to track sales and generate reports based on a project's performance. Insightly helps us manage our book publishing from start to finish, all the way through a book going out of print.
- Integrates a project with all of the necessary details, perfect for "one-stop shopping for information
- Generates reports that are customizable and contain anything you can think of
- Creates a clear, organized sales funnel structure
- A very small item, but I'd love to see Insightly remove the underscores from the file name after download!
- Another small hiccup, but sometimes when I click things on Insightly, the page shows a very basic HTML layout but once refreshed works
- Some changes aren't always instantaneous, which can be a problem as we move very quickly at our company. But we've learned to work with "Insightly time!"
March 01, 2023
Operations Perspective
Insightly was used as our CRM as well as order and customer management. We pulled reports from Insightly multiple times a day regarding product frequency as well as sales orders.
- Able to manipulate reports
- Sends automated emails to customers
- Product portfolio
- Have a warning if a duplicate PO is input
- have multiple users able to add new products