Skip to main content
TrustRadius
Insightly

Insightly

Starting at $0 per month Up to 2 users
View Pricing

Overview

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…

Read more
Recent Reviews

Insightly is worth it

10 out of 10
September 29, 2023
Incentivized
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 …
Continue reading

Useful Tool!

8 out of 10
March 13, 2023
Incentivized
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.
Continue reading
Read all reviews

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

View all 31 features
  • Customer data management / contact management (364)
    8.7
    87%
  • Task management (354)
    8.5
    85%
  • Opportunity management (331)
    7.9
    79%
  • Integration with email client (e.g., Outlook or Gmail) (337)
    7.5
    75%

Reviewer Pros & Cons

View all pros & cons
Return to navigation

Pricing

View all 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
Return to navigation

Product Demos

Insightly CRM Demo

Vimeo
Return to navigation

Features

Sales Force Automation

This is the technique of using software to automate certain sales-related tasks.

7.6
Avg 7.7

Customer Service & Support

This component of CRM software automates help desk, call center and field service management.

7.1
Avg 7.5

Marketing Automation

This component of CRM software helps to automate and scale marketing tasks and the subsequent analysis of those efforts.

7.6
Avg 7.5

CRM Project Management

This component of CRM software helps users initiate, plan, collaborate on, execute, track, and close projects.

7.7
Avg 7.6

CRM Reporting & Analytics

Reporting and analytics in CRM software includes sales forecasting, pipeline analysis, and automated dashboards.

8
Avg 7.6

Customization

This addresses a company’s ability to configure the software to fit its specific use case and workflow.

8.2
Avg 7.6

Security

This component helps a company minimize the security risks by controlling access to the software and its data, and encouraging best practices among users.

8.1
Avg 8.3

Social CRM

This component of CRM software helps companies leverage social media in engaging with customers.

7.4
Avg 7.2

Integrations with 3rd-party Software

This involves the CRM software’s ability to integrate with other systems, whether external or homegrown.

5.9
Avg 7.1

Platform

8.4
Avg 7.5
Return to navigation

Product Details

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

Screenshot of Tracks lead activity and status so nothing falls through the cracksScreenshot of Reports provide insight into sales and productivity performanceScreenshot of Screenshot of Screenshot of Screenshot of Screenshot of

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 Technical Details

Deployment TypesSoftware as a Service (SaaS), Cloud, or Web-Based
Operating SystemsUnspecified
Mobile ApplicationApple iOS, Android
Supported LanguagesEnglish, 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.

Zoho CRM, Zoho Projects, and Pipedrive are common alternatives for Insightly.

Reviewers rate Custom fields highest, with a score of 9.1.

The most common users of Insightly are from Small Businesses (1-50 employees).
Return to navigation

Comparisons

View all alternatives
Return to navigation

Reviews and Ratings

(796)

Attribute Ratings

Reviews

(1-25 of 218)
Companies can't remove reviews or game the system. Here's why
Score 10 out of 10
Vetted Review
Verified User
Incentivized
  • 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
Score 10 out of 10
Vetted Review
Verified User
Incentivized
  • 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
Score 10 out of 10
Vetted Review
Verified User
Incentivized
  • 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

Score 10 out of 10
Vetted Review
Verified User
Incentivized
  • 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
Rick Lewallen | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Incentivized
  • 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
Score 10 out of 10
Vetted Review
Verified User
Incentivized
  • 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.
Score 8 out of 10
Vetted Review
Verified User
Incentivized
  • 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
Score 10 out of 10
Vetted Review
Verified User
Incentivized
  • 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 a Solid!

Score 9 out of 10
Vetted Review
Verified User
Incentivized
  • 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!

Score 9 out of 10
Vetted Review
Verified User
Incentivized
  • 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
Kelsey Goodwin | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified User
Incentivized
  • 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

Score 10 out of 10
Vetted Review
Verified User
Incentivized
  • organization
  • data collecting
  • Saving information
  • Some times it doesnt save update information
  • Some times glitches
  • Some times links are broken
March 01, 2023

Insightly Review

Score 5 out of 10
Vetted Review
Verified User
Incentivized
  • 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
Score 10 out of 10
Vetted Review
Verified User
Incentivized
  • Contact lists are very through and can be tagged for other projects
  • Emails can be easily saved onto Insightly without having to cut or paste
  • Insightly offers updated services dedicated to making us work smarter, not harder
  • Insightly is affordable for the small to mid-size business
  • Templates
  • Automation
  • Mobile Apps
January 03, 2023

Great tool, great value.

Score 10 out of 10
Vetted Review
Verified User
Incentivized
  • Data entry
  • Track numbers and goals
  • Export maps using insightly data to google maps
  • Platform could be faster. It struggles loading things like charts sometimes.
  • A good thing to implement would be a more in depth individual customization. It would be mostly cosmetics, but maybe it would help each user/agent to rearrange things in a way they would be more confident with.
Return to navigation