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Insightly

Insightly

Starting at $348 per year per user
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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…

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Learn from top reviewers

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Pricing

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Plus

$29

Cloud
per month (billed annually) per user

Professional

$49

Cloud
per month (billed annually) per user

Enterprise

$99

Cloud
per month (billed annually) per user

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

Starting price (does not include set up fee)

  • $348 per year per user
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Product Demos

Insightly CRM Demo

Vimeo
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Features

Sales Force Automation

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

7.2
Avg 7.7

Customer Service & Support

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

7.1
Avg 7.6

Marketing Automation

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

6.1
Avg 7.6

CRM Project Management

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

6.7
Avg 7.6

CRM Reporting & Analytics

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

7.7
Avg 7.5

Customization

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

6.8
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.

7.5
Avg 8.3

Social CRM

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

7.4
Avg 7.3

Integrations with 3rd-party Software

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

5.9
Avg 7.3

Platform

6.2
Avg 7.4
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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. 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

Insightly Screenshots

Screenshot of Insightly's lead status and activity tracking, available so that nothing falls through the cracks.Screenshot of the reporting feature, which provides insight into sales and productivity performance.Screenshot of the Insightly Opportunities dashboard.Screenshot of Insightly on mobile.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 $348.

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

Reviewers rate Customer data management / contact management highest, with a score of 8.4.

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

View all alternatives
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Reviews From Top Reviewers

(1-5 of 231)

Small business review of Insightly CRM

Rating: 5 out of 10
October 15, 2021
VM
Vetted Review
Verified User
Insightly
2 years of experience
  • 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.

Insightly's ease of use and great service make it a good a fit for our small business

Rating: 9 out of 10
April 27, 2021
  • 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.

Taavi Miku's review on Insightly

Rating: 5 out of 10
May 25, 2021
TM
Vetted Review
Verified User
Insightly
3 years of experience
  • 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.

Insight into Insightly

Rating: 9 out of 10
March 18, 2020
BT
Vetted Review
Verified User
Insightly
2 years of experience
  • 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.
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