Starting at $348 per year per user
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…
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How Insightly Differs From Its Competitors
Pricing
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
Product Demos
Insightly CRM Demo
Vimeo
Features
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Product Details
- About
- Integrations
- Competitors
- Tech Details
- Downloadables
- 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. 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
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 |
Insightly Downloadables
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.
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).
Comparisons
Compare with
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
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.
Small Business Review of Insightly
Rating: 9 out of 10
October 05, 2021
RY
Vetted Review
Verified User
1 year of experience
- Increased Sales
Not yet, still working on understanding pipelines
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
JC
Vetted Review
Verified User
- 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
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
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.