Good application for small companies with lots and lots of leads.
Used as a CRM in the company. Good choice for a small company starting out, as it is relatively easy to change and add fields, workflows, …
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…
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 (364)8.686%
- Task management (354)8.484%
- Opportunity management (331)7.979%
- Integration with email client (e.g., Outlook or Gmail) (337)7.373%
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
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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
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Reviews and Ratings
(796)Attribute Ratings
Reviews
(1-25 of 231)Companies can't remove reviews or game the system. Here's why
October 15, 2021
Small business review of Insightly CRM
- Improved efficiency
- Centralized contact management
- Streamlined business processes
Insightly has definitely helped me improve my efficiency in running my business especially in managing my workload. Having all my business contacts in one place enables me to sort them out easily to enable me to do targeted communications.
October 05, 2021
Small Business Review of Insightly
- Increased Sales
Not yet, still working on understanding pipelines
May 25, 2021
Taavi Miku's review on Insightly
- Increased Sales
- Improved efficiency
- Centralized contact management
- Streamlined business processes
I think that mostly I have managed to centralize contact management, somewhat less to streamline business processes, and even less improved efficiency and increased sales as there are some inconveniences in the system which holds back the overall workflow.
- Increased Sales
- Improved efficiency
- Centralized contact management
- Streamlined business processes
We have in that all our of opportunities are now in one place. We have also uploaded contact information for each opportunity; our college faculty fills out surveys and we upload those surveys as pdfs for each opportunity. In projects, we have provided the link in our Google drive for the Excel spreadsheet containing all of the faculty responses. It's hard to say yet if we will increase sales because it's early in the selling season for us, but having the opportunities and pipelines in one place where we can quickly determine who needs follow up can help us to drive sales.
March 18, 2020
Insight into Insightly
- Improved efficiency
We wanted to improve our customer tracking in sales and insightly has worked for that and more. Our sales team is able to move a lead through the process in a fast and orderly manner and that has been very beneficial to our organiztion. Overall it's been a solid platform that's web based so we can access it wherever we need to and that's a great feature.
February 26, 2020
Insight into Insightly!
- Improved efficiency
We have definitely achieved better efficiencies, which in turn lead to increased sales!
December 05, 2019
Search no further, Insightly is the CRM to use.
I think this product has given us the ability to track our projects nicely. One of the biggest difficulties we had was leads were tracked in multiple spots. This creates a central hub.
January 28, 2019
Good and Cheap CRM
- Improved efficiency
Like I mentioned earlier, We can hold customer information in one spot for everybody to utilize, it spares us time and enhances correspondence inside our group. Insightly gives a simple reference to staff - a significant number of our contacts give minimal more than their name and a telephone number or email; labeling enables us to enter a lot of valuable, accessible data. We are thinking about actualizing mailing records, so the highlights there are something we are investigating and satisfied to have as an alternative.
December 21, 2018
Change the pace of your company with Insightly, the best CRM.
This CRM no doubt has great tools that are necessary for each company and above all are well developed and easy to use. From marketing and tracking tasks and reports, many good things from our point of view, sales have increased from its use. Previously we used the free version as a test model.
December 21, 2018
Take control of your project with Insightly
- Improved efficiency
When we decided to go with Insightly, we did it because we wanted to show progress in our project management in a fresh way and that our client could evaluate our results in a timely manner. We wanted to show that these results were as compressible as possible. I could say that he fulfilled the objective. Of course, it is an application with many more features that we have been discovering as we inquire more about it. The issue of cost-benefit also contributes to the decision to choose Insightly.
December 04, 2018
Insightly - Exceeds Expectations
My main goal for obtaining Insightly was to gather all existing contacts in one user-friendly database, expanding the list to capture leads/opportunities as they arose. It was crucial that there was an easily traceable method for creating various workflow scenarios based on the type of lead. All these outcomes are achieved with Insightly. As well, calendaring and editing tasks is straightforward and highly visible. When tasks are worked on, the results are published to the administrator to make accountability built into the process.
November 27, 2018
Optimize Project Management with Insightly
- Streamlined business processes
With Insightly the company has managed to build stronger relationships with suppliers and customers, as well as optimize the time set for the execution, completion and delivery of the different projects carried out by the company, to meet the client's objectives and the professional growth of talent human of the company.
November 19, 2018
Of the best CRM software in the market, excellent.
- Increased Sales
If we have achieved these objectives in the last quarter, our efficiency has increased 75% and during the last planning meeting all our clients left happy with our work.
September 11, 2018
Insightly Progress
- Increased Sales
- Centralized contact management
- Streamlined business processes
Still experimenting with Insightly and all its capabilities! So far, goals are achieved.
August 14, 2018
Insightly - does what it says on the tin
- Improved efficiency
There is no doubt that there is a level of improved efficiency with Insightly, but as always you have to put in some time to get the best out. This is not a magic solution out-of-the-box, so you do have to spend a bit of time to configure it.
July 11, 2018
Smoother Sales Process
GENERAL CLIENT TRACKING - As a sales-centric organization, we always need to be able to have as much data as possible of every one of our customers and potential customers. Insightly as a CRM provides us with a place to save and manage every single information about our customers garnered.
FAST PACED SALES CLOSURE - Via a set of little features here and there ( lead capturing, workflow automation, lead routing) which all combine into a beautiful tool (Insightly). We have been able to generate leads, qualify leads, reach out to our leads and close deals with them faster.
DATA SECURITY - We also want customers to trust us with data we have collected from them either with or without their permission. Here, Insightly has been very dependable. By providing us a set of protocols whose end goal is to secure the data we have saved on Insightly. An example of such protocol is the "SINGLE SIGN-ON INTEGRATION" which authorizes users to use a set of login credentials on the Internet.
FAST PACED SALES CLOSURE - Via a set of little features here and there ( lead capturing, workflow automation, lead routing) which all combine into a beautiful tool (Insightly). We have been able to generate leads, qualify leads, reach out to our leads and close deals with them faster.
DATA SECURITY - We also want customers to trust us with data we have collected from them either with or without their permission. Here, Insightly has been very dependable. By providing us a set of protocols whose end goal is to secure the data we have saved on Insightly. An example of such protocol is the "SINGLE SIGN-ON INTEGRATION" which authorizes users to use a set of login credentials on the Internet.
June 29, 2018
Stronger on Sales Automation than Client Management
I originally signed up for Insightly for the CRM and project management capabilities, but I'm finding other tools to be easier and faster to manage by client. I was also hoping that I could simplify and automate some of my projects with the workflow -- that hasn't been easy to set up. So I'm not totally sure what outcomes I'm expecting at this point -- rather than getting easier to use, Insightly has become more complex. And new tools are being developed that seem so much simpler.
- Improved efficiency
It definitely is helping. The apps we use being in one place has definitely streamlined our management and organisational skills. The interface is very simple to pick up for new workers and the information is all there. The generated reports for management and sale progression has definitely improved.
June 15, 2018
Insightly, for those who wants more
- Increased Sales
- Centralized contact management
With a company that handles around 100 leads by month, we achieved that goal.
June 14, 2018
Cost effective alternative to Salesforce
- Streamlined business processes
The ability to manage projects from within the CRM has helped streamline the business processes. As I mentioned before, the ability to create recurring tasks as well as schedule calendar appointments with my contacts has made my job much easier. A slightly less used feature for my company is integration with Office 365. It's there and it works well but it hasn't been adopted across the organization.
June 14, 2018
Good choice for extremely cost-sensitive businesses
- Increased Sales
- Improved efficiency
- Centralized contact management
- Streamlined business processes
We have definitely improved efficiency with Insightly's centralized contact management, particularly by allowing all salespersons to see (at the same time) who has been doing what with whom and when etc. While this hasn't necessarily reduced the number of meetings, it has made meetings faster and easier. The ease with which salespersons can view and share information has also increased transparency and teamwork in our office and, ultimately, likely improved sales and salespersons' attitudes. The weakest part of Insightly for us is with regard to overall business processes. As I mentioned previously, the opportunities and projects aren't quite as customizable as we need for our business model. For example, opportunities contain a pretty standard/basic sales pipeline for a generic business but it's very linear and doesn't adequately capture/reflect our typical process within our niche insurance sales space. The reports feature has also increased our efficiency and enabled us to have more productive meetings and really pinpoint certain issues. It's also great to be able to give salespersons quantitative feedback about their activities based on Insightly data.
June 05, 2018
Insightly - An Easy-To-Use Small Business Powerhouse
Well, next up as I said earlier is more customization for things like client anniversaries. We used Insightly quite a lot a few years ago and we need to get back to using it for opportunity management and customer/client followup. Now that we have a full-time operations person that is one of their main roles and we will be adding them to Insightly to manage this shortly.
May 30, 2018
Great product - good price
I have achieved the outcome I was expecting to when I first decided to make the move to use Insightly. I have achieved my original goals and now know better the additional functionality Insightly comes with which now allows me to expand my goals and be able to do much more.
May 29, 2018
Insightly Understands Small Business!
- Streamlined business processes
Yes, to an extent. I did because:
- Ability to organize contacts quickly
- Follow up on leads
- Email tracking
- Powerful integration tools
- Mobility
- Inexpensive
- Lack of marketing automation
- Email marketing automation
- Support
May 28, 2018
Useful app in for client management
- Increased Sales
- Improved efficiency
- Centralized contact management
- Streamlined business processes
The use of this app has really helped me in making progress mainly in handling projects and large-scale products and also make strong interaction with clients. I am able to keep track of the leads through app notifications.I am always prepared to attend or present unexpected meetings or discuss a business proposal(on projects and products).