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
Offerings
- Free Trial
- Free/Freemium Version
- Premium Consulting/Integration Services
Product Demos
Insightly CRM Demo
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Product Details
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- Competitors
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- FAQs
What is Insightly?
Insightly is presented as a modern, affordable CRM that is easy to use, simple to customize, and that scales with companies as they grow, designed to solve common pain points that legacy CRMs can't. Available in any vertical, Insightly CRM customers can add companion products for marketing automation, customer service, and integrations in the same platform. Insightly has more than a million users worldwide.
Businesses can use Insightly for:
- Relationship linking
- Contact management
- Email tracking
- Lead management
- Opportunity management
- Quote generation
- Workflow automation
- Project management
- Advanced reporting
- Mobile CRM app with business card scanning and audio notes
Additional Platform Features
- Localization/internationalization- Spanish, French, Portuguese, German, Italian
- Over 40 app integrations including Gmail, Google Apps, Mailchimp, Box, QuickBooks Online, etc.
Insightly Features
Sales Force Automation Features
- Supported: Customer data management / contact management
- Supported: Workflow management
- Supported: Territory management
- Supported: Opportunity management
- Supported: Integration with email client (e.g., Outlook or Gmail)
- Supported: Quote & order management
- Supported: Interaction tracking
Marketing Automation Features
- Supported: Lead management
- Supported: Email marketing
CRM Project Management Features
- Supported: Task management
- Supported: Reporting
CRM Reporting & Analytics Features
- Supported: Pipeline visualization
- Supported: Customizable reports
Customization Features
- Supported: Custom fields
- Supported: Custom objects
- Supported: API for custom integration
Security Features
- Supported: Role-based user permissions
- Supported: Single sign-on capability
Integrations with 3rd-party Software Features
- Supported: Marketing automation
Platform Features
- Supported: Mobile access
Additional Features
- Supported: AICPA SOC II Type 1 and Type 2 audited and accredited, and US/EU Privacy Shield and US/Swiss Privacy Shield certified.
- Supported: Data import & export
- Supported: Two-factor Authentication (2FA)
- Supported: SAML-based Single Sign-On (SSO)
- Supported: OAuth Single Sign-On (SSO)
- Supported: Audit Logs
Insightly Screenshots
Insightly Videos
Relationship management
6 ways to personalize Insightly CRM
Insightly & G Suite/Google Apps CRM
Insightly for Sales
Insightly for Project Management
Advanced Permissions
Insightly Integrations
Insightly Competitors
Insightly Technical Details
| Deployment Types | Software as a Service (SaaS), Cloud, or Web-Based |
|---|---|
| Operating Systems | Unspecified |
| Mobile Application | Apple iOS, Android |
| Supported Languages | English, French, Portuguese, Spanish, German, Italian |
Frequently Asked Questions
Insightly is presented as a modern, affordable CRM that is easy to use, simple to customize, and that scales with companies as they grow, designed to solve common pain points that legacy CRMs can't. Available in any vertical, Insightly CRM customers can add companion products for marketing automation, customer service, and integrations in the same platform. Insightly has more than a million users worldwide.
Insightly starts at $0.
Reviewers rate Custom fields highest, with a score of 9.1.
The most common users of Insightly are from Small Businesses (1-50 employees).
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Reviews and Ratings
(801)Attribute Ratings
Reviews
(1-9 of 9)Companies can't remove reviews or game the system. Here's why
January 03, 2023
Highly ordinated tool to classify data
We use for customer relationship management and opportunity management to serve the customers via a defined pipeline. Also, we found it so friendly to keep circulating the tasks within the organization for all the in-time solutions. The data is on-board with a complete history saved.
- Reports and charts are a quick-go to visulize the statistics.
- Built-in email feature is very handy. It allows the templates too.
- Bulk editing while using big data is the most useful addition to the tool.
- Admin access should be transferrable to some extent.
- Finance and Marketing features can be added as user friendly for big datas.
December 02, 2022
Simple, agile and useful!
Score 8 out of 10
Vetted Review
Verified User
We use the CRM for 3 years now and the main use is to administrate every candidate that makes a consultation at school, it is very useful to organize every consult and separate between the different pipelines according the school year they are interested in. Before Insightly it was everything a mess, now we can make reports, follow each candidate stage and use the list of contacts for mailing and promotion
- reports
- layout
- pipeline view
- dashboard view
- opportunity layout
- contact information
January 28, 2019
Good and Cheap CRM
In our organization, this software program is resolving to optimize the agenda of our clients and allies that our agency manages. As a user, my main aim is to keep each client satisfied, what Insightly with its CRM framework enables me to do effectively and a little organization that advances great development is the thing that everybody is searching for. It enables me to take notes effortlessly and therefore not miss anything. Also, there are some other features for which it is used in our business:
Managing projects, opportunities, and lead. It enables me with all of this added functionality.
Managing projects, opportunities, and lead. It enables me with all of this added functionality.
- I think that it's simple monitoring every one of the 'activities' and errands e.g. messages, calls, recommendations, connecting those to errands and making openings.
- It is valuable to have this connected to singular contacts with the prospect/customer. It's extremely instinctive and simple to utilize, notwithstanding when you don't have much time to spend on business improvement. Not certain what else as I'm not utilizing it regularly.
- It is much cheaper than Salesforce and better than it.
- The web browser app interface is great, looks pleasant and is really responsive (quick).
- The navigation is tricky and cumbersome. It takes too many clicks to get to my projects. They could have made it more simpler and quicker by giving quick tabs or an option of favorites or something.
- It is $99 / user, per month (billed annually) for the enterprise so if you are a startup, you probably can't afford it.
June 29, 2018
Stronger on Sales Automation than Client Management
I use it to manage contact lists and correspondence for my solo consulting firm. It's helped me keep track of leads. I've used it to manage projects and opportunities. I've also used some of the email marketing tools, including setting up some standard emails.
- I can tag any email correspondence when I'm using my local email to easily copy the correspondence to Insightly. This way I can look it up again within Insightly by the contact's name, company or email.
- Insightly provides many of the tools I need on one platform: CRM, and opportunity, task and project manager.
- It's easy to turn an opportunity into a project, so you don't have to copy over any past information or correspondence.
- The interface has become too complex, making it somewhat less intuitive to do even the simplest things, i.e., check off a completed task, only see open projects, read saved correspondence. This may be due to the fact that Insightly is trying to make it too customizable.
- Insightly seems to be moving more in the direction of a sales pipeline tool, rather than a simpler contact manager. This doesn't really fit the way I work, because my sales are not always linear in nature -- possibly because I'm selling services, not entirely fixed packages or physical goods.
- The project and task managers are too complex, and I can't organize easily by client. In other words, I'd like to be able to pull up a client and see all the tasks I need to complete for them. A dashboard would be very helpful for this.
- The current home dashboard isn't useful in that it only shows what's happened. This may be more useful for someone managing other people with Insightly. I'd like to see what needs to be done, not what's *been* done.
March 02, 2018
Small business review for Insightly after 1 year
It's being used across the whole business, primarily as a sales and customer service resource so we can have all of our customer and prospective customer information at our fingertips. We also use it to assign workflows in the business particularly the ability to assign tasks across the departments. We also now sync our data with MailChimp so Insightly is making a big contribution to our email marketing function.
- Database management - It's very easy to filter and slice up the information for various purposes. Sales and marketing find this particularly useful.
- Mobile app - The Insightly app is great, easy to use and is a very powerful data capture tool for our field sales team. Especially the ability to record voice notes on the go.
- Work flow - being able to assign tasks, manage projects and automate workflows creates efficiencies within our small business.
- Visibility of task assignment - It would be good to be able to assign a task and link it to a colleague so they can also track the progress of the task.
- A more customizable home page.
January 16, 2018
A quite agile and user-friendly CRM!
Insightly has proven to be an efficient CRM to manage our customers and the ongoing or future projects. With a user-friendly interface, its features are quite straightforward and anyone with a basic notion of CRM is able to make use of it. There are tons of very useful tools that speed up the sales process and enables a closer follow-up of all the opportunities and projects. There still are other features requested by the users around the world, but step by step Insightly team seems to catch it up and implement new items on the platform.
- Links between opportunities, notes, contacts/leads
- Integration with Google (contacts, calendar appointments)
- Creation of sales/project pipeline
- Full Backup of data not yet implemented. Everything has to be exported individually and separately to CSV files, which does not save rich data (images, attached files, e-mails, and so on.)
- Exported Notes can't be imported back.
- Exported/backup data can't be imported back in a single way. All has to be exported/imported separately (opportunities, projects and so on), which breaks the links between them. Also, the export format is not always the most useful.
- Images linked to contacts/companies can't be exported/imported.
December 11, 2017
Insightly Review
It is used as a sales tool to keep track of the different clients and manage leads and opportunities. I use it to do prospecting and to follow up on my own prospects. It's a two-member group completely sales advocated.
- Bulk managing contacts/leads. It's great to be able to send emails to a large group of contacts or to add a set of activities to leads.
- Creating a pipeline that fits the company.
- Separating leads from opportunities.
- I think the timeline is not shown as good as other platforms (like HubSpot CRM), where you can see at first glance all the activities that the lead made, regarding opening emails or answering them.
- It would be awesome if you could change the status of a group of leads at the same time (just like sending bulk emails or adding activity sets).
- I think the UX has room for improvement.
April 25, 2017
Insight on Insightly
We began using insightly to manage our contacts and sales pipeline. Things were getting confused and we were dropping the ball by not having access to our contacts and sales prospects from various devices and those people who needed access were unable to access them also. Using Insightly as a central repository for contacts and contact info and details was excellent.
- Captures contact details.
- It's a very simple and easy to use CRM.
- It integrates with the Google Suite very well.
- The contact syncing is somewhat frustrating at times.
- I would have like to see more storage in the lesser priced tiers.
- The Android module could be improved.
February 23, 2016
Insightly, a great low-cost CRM for agile businesses who don't need all the functionality of Salesforce
Insightly is used company-wide as our CRM system of choice. We use Insightly to track the development of projects across the board, and not just in relation to sales. It allows our employees to keep track of a project's progress and make sure that everyone is on the same page.
- Insightly has a clean, simple user-interface.
- It requires very little training.
- It's cheap compared to other CRM options.
- Its reporting functionality could use some improvement.
- It's difficult to send emails through the CRM.
- At least once or twice a week, we find that it goes down for a few minutes.