Insightly

Insightly

Customer Verified
Top Rated
About TrustRadius Scoring
Score 7.9 out of 100
Top Rated
Insightly

Overview

Recent Reviews

The best CRM I ever had

10 out of 10
November 10, 2021
We use Insightly CRM to keep track of our client contacts including public agencies and partners. Every pursuit that we follow has a …
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Data - Tasks - Communications

8 out of 10
November 01, 2021
We use Insightly on the Program (Operations) side of our organization. We track our constituents and constituents on the waiting list. We …
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Decent CRM for SMBs

7 out of 10
September 22, 2021
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 …
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Reviewer Sentiment

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Awards

TrustRadius Award Top Rated 2022
TrustRadius Award Top Rated 2020
TrustRadius Award Top Rated 2018

Popular Features

View all 31 features

Customer data management / contact management (304)

9.0
90%

Integration with email client (e.g., Outlook or Gmail) (284)

8.7
87%

Task management (292)

8.4
84%

Opportunity management (279)

8.4
84%

Reviewer Pros & Cons

View all pros & cons

Video Reviews

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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

Features Scorecard

Sales Force Automation

8.1
81%

Customer Service & Support

7.1
71%

Marketing Automation

8.0
80%

CRM Project Management

7.6
76%

CRM Reporting & Analytics

8.2
82%

Customization

7.5
75%

Security

8.7
87%

Social CRM

7.4
74%

Integrations with 3rd-party Software

6.6
66%

Platform

8.9
89%

Product Details

What is Insightly?

Insightly is an online unified platform that provides CRM and marketing automation solutions targeted at small and mid-sized businesses. Marketing automation is built on the same platform as Insightly CRM, so customer data flows freely between the two systems in real time, giving users and their teams access to actionable insights, faster. The vendor boasts over 1.5 million worldwide small and mid-size business Insightly users build relationships, generate quotes, accelerate sales and deliver projects, and state it is the #1 Gmail, G Suite & Outlook CRM.

According to the vendor, businesses 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

Track lead activity and status so nothing falls through the cracksReports provide insight into sales and productivity performance

Insightly Videos

Relationship management
6 ways to personalize your 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 TypesSaaS
Operating SystemsUnspecified
Mobile ApplicationApple iOS, Android
Supported LanguagesEnglish, French, Portuguese, Spanish, German, Italian

Comparisons

View all alternatives

Frequently Asked Questions

What is Insightly?

Insightly is an online CRM solution targeted at small and mid-sized businesses. It also provides project management, workflow automation, and reporting capabilities, along with 3rd-party integrations.

How much does Insightly cost?

Insightly starts at $0.

What is Insightly's best feature?

Reviewers rate Customer data management / contact management highest, with a score of 9.

Who uses Insightly?

The most common users of Insightly are from Small Businesses (1-50 employees) and the Information Technology & Services industry.

Reviews

(1-25 of 259)
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Score 8 out of 10
Vetted Review
Verified User
Review Source
Insightly ranks towards the top for ease of use and that is very important, as we add new team members. Sage is a little dated and clunky, and I find Salesforce to not be intuitive at all and extremely clunky, and if an error is made it is impossible to understand what it is without getting help. There are also so many different instances of Salesforce, you can't just find help on YouTube. Insightly's support reps are great and there are plenty of videos and self-help things on YouTube and their site if needed.
Amy O'Day | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Review Source
While I don't make the decision on which CRM a client uses, I will say that Insightly was by far less labor intensive to set up and to follow, and to customize to fit our needs when compared to others. We don't use our CRM for sales, so Zoho and HubSpot wouldn't really fit that need.
Score 8 out of 10
Vetted Review
Verified User
Review Source
Insightly is a powerhouse as it help create apps for users and help track various metrics without the need to program it and deploy it on cloud. It also help set permission and provide roles based access to users to help access data and utilize that data for their analysis on projects. It ensures great integration to provide a platform to load and store all customer centric data from various sources and help in reporting insights in various formats through tools it can integrate with like tableau, slack.
Greg Roberts | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified User
Review Source
Insightly is a better organized, user-friendly, and mobile-friendly software. While it may be pricier than competitors, it makes up for it by saving the team time and confusion in the process. Our team has been more successful with the navigation of this software which has led to more sales long term. Other competitors, such as Hubspot, do not offer the ability to email directly from the software, which adds additional steps and time in the sharing of information and project details.
Vince McConville | TrustRadius Reviewer
Score 5 out of 10
Vetted Review
Verified User
Review Source
For me, Insightly works for the Basic price point subscription (lucky to have been on this subscription level before they closed it to new customers). Also, like the Gmail interface and the ability to manage both sales and projects.
September 22, 2021

Decent CRM for SMBs

Shivam Bhatt | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified User
Review Source
The main reason for going ahead with Insightly was the cost. It meets our basic requirements of lead management and we didn't want to spend a lot on a CRM tool. Other than that, most other CRMs we evaluated have all the basic and advanced capabilities.
Score 9 out of 10
Vetted Review
Verified User
Review Source
  • Intercom
Insightly is cheaper compared to Intercom and catered to our needs as much as we wanted, hence we chose Insightly. They do offer the usual CRM things we needed, on top of which they also support workflow automation, email management as well as marketing tool. So no sense in choosing another expensive software compared to this one.
Doug Mancosky | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Review Source
For most users Insightly will be comparable to Salesforce. Salesforce has some high end functionality Insightly won't have, but for the basics it has it all. Salesforce has way better email integration into Gmail, but I actually find the Insightly interface a little more intuitive and easier to customize.
Jason Carlage | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Review Source
I found Insightly much easier to use than Salesforce or Zoho. I used Salesforce with a prior organization and I did not find it intuitive like Insightly is. It also took quite a while to create and sort opportunities. I found Zoho to be a little more cumbersome and not as easy to navigate as Insightly.
Score 10 out of 10
Vetted Review
Verified User
Review Source
We had a demo with them last year and, honestly, UI was the first thing I loved about them. I'm a fan of their website too. Personally, UI makes a big difference to me, then the CRM tracking; reporting as well as workflow management was the key reason I selected Insightly. Others have some or the other thing missing in them whereas Insightly misses on very few/fewer parts, which can be improved going forward.
Bil Thompson | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Review Source
We liked the sales process insightly offers and so we started using it. We are currently using another program to work with project management as we didn't find insightly to have what we needed for that. Insightly does interact very well with Google which we use, except for contacts. Again that could be an issue on our side.
Ignacio Cruz | TrustRadius Reviewer
Score 4 out of 10
Vetted Review
Verified User
Review Source
We selected Insightly because of the price. After a year we migrated to Freshsales because it gives us all the features we need for inbound and outbound (workflows for tasks, email campaigns, auto-assignation, integration with a phone provider, integration with multiple apps for marketing, create forms for capturing leads on landing pages) and the price is really good for the service.
Ashia Ackov | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Review Source
If I had to choose one software over another, Mailchimp worked great for our needs. You can jump right in and not be lost, easy to use, stand-out features, and customizable. Insightly lacks most of those things I just mentioned. We are currently using Mailchimp. However, as stated earlier, we used Insightly for project management and not sales, so Insightly may be perfect for those using it in the sales field.
Nicholas De Salvo | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Review Source
I like Insightly because it's easy to get started and relatively simple to get installed in your business. I like ProsperWorks' intuitive interface and how it aims to give you a snapshot of what is happening, and what needs to happen next. I feel like Insightly is missing a bit of that.
Score 8 out of 10
Vetted Review
Verified User
Review Source
Insightly is much more efficient and user-friendly than their competition. From the back end, Salesforce can be tough when it comes to putting integration that causes it to freeze or require to be refreshed. While this is a concern with Insightly, from my experience it happens much less. Furthermore, Insightly is much more cost-effective for smaller-scale companies.
Score 8 out of 10
Vetted Review
Verified User
Review Source
  1. Better data security
  2. Capacity to handle and manage large/huge data
  3. Tagging structure to categorize the data
  4. Quick and easy tired party integrations
  5. Insightly phone application (it syncs contacts to your phone directly and makes the access easy)
  6. Better customer support from the account manager