Insightly

Insightly

Customer Verified
Top Rated
Score 8.1 out of 10
Top Rated
Insightly
Starting at $0 per month Up to 2 users
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Overview

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.
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Recent Reviews

It has made my life simpler!

10 out of 10
December 06, 2022
I use Insightly on a daily basis, and it has changed my life. Now that we have every candidate in the same place, we are more organized, …
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Simple, agile and useful!

8 out of 10
December 02, 2022
We use the CRM for 3 years now and the main use is to administrate every candidate that makes a consultation at school, it is very useful …
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Great CRM Option

8 out of 10
December 01, 2022
We use Insightly as our CRM to manage contact information for our partners, external vendors, and prospects. Insightly allows us to …
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How Insightly Differs From Its Competitors

Integrated Platform Solution

Insightly immensely helps our workforce run smoother with less errors or misunderstandings. It facilitates our boardroom meetings by having it there while we delegate certain tasks with the same goal in mind. It gives a visual means to an end which results in job completed in a timely and …
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Integrated Platform Solution

It provides a clear enough report so that my supervisors can see what me and my crew are up to. The platform makes it easier to keep track of numbers, but it also helps with some more in depth info, like who made updates on the accounts, and what notes that agent left.
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Integrated Platform Solution

And Saili has greatly helped me in creating focus notes for my practice meetings, tracking engagement with my practices, looking at open opportunities and projects, running reports with ease, entering useful information about my practices, and the people that work there, and overall it is just a …
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Integrated Platform Solution

As mentioned in a previous response the system is great for the safe storage and use of customer information from initial enquiry straight through to full use and application. Complete confidence in the safe storage of data, both confidential and not. Workflow is clear, concise and accountable to …
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Integrated Platform Solution

Since we use Insightly, it has simplified our way of working, now our performance is better, we have more leads, and we can all focus on our own area and fulfill our tasks on time. Our workflow is incredible, and every new member that enters the company is happy to learn to use this tool that most …
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Integrated Platform Solution

as from the moment we started using Insightly up to now, we were able to organize our workflow, to divide tasks between the team members and to manage all the same information and updated course of each candidate. It centralize everything in one place and every new member who enters our team has …
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Integrated Platform Solution

With Insightly, we have been able to better track customer touchpoints and run reports on that data. Because of this, we have a better high-level picture of what is happening with each partner in a few clicks. This has allowed our relationship management process to run smoothly and connected some …
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Integrated Platform Solution

Our CFO and CEO are able to view all department pipelines and to determine what departments are meeting goals and which ones might be struggling. Insightly gives each employee the ability to add deliverable dates directly to projects thus alleviating the need to track down dates and information. …
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Integrated Platform Solution

Inisghtly's quick update's to my personal business email have surely saved us a deal or two. Nothing has optimized my workflow more than the customer care/tasks feature. Customers hate when the person reviewing their account information has no idea what's going on. My team can leave important …
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Integrated Platform Solution

Working in a renewable company, we have several projects being edited at the same time, and Insightly allows us to do that. It also helped, by showing the project timeline on the top of the page, to improve our timelines and workflows to deliver the best customer experience possible to all our …
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Integrated Platform Solution

Before using Insightly, I used to use spreadsheets that were no way near as effective for us at keeping track of who I should be contacting and where they sit in terms of priority. Insightly has enabled us to categorize opportunities better, and it has allowed me to schedule and move tasks between …
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Integrated Platform Solution

One key part of our business is customer service and organised contact with our clients. Insightly allows calendar entries to ensure alerts arrive when we need to make calls/emails and support our client base as efficiently as possible. We have also built a portfolio of potential business clients …
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Integrated Platform Solution

Meh, as I said before, Insightly works well with small customer data loads. Once you get into the 400+ customer levels I think it begins to break down in how you change data and reach out to these people through Insightly.
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Integrated Platform Solution

When it comes to recording contacts and adding notes about where you met that person (and at what event, etc...), Insightly is very helpful. From there, being able to assign yourself or someone in your organization a follow-up task in order to continue the conversation has been very beneficial. As …
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Integrated Platform Solution

As soon as someone within a department had a chat (LiveChat) or a client filled out a form. All contact details are propagated across all systems (including phone system - PABX, Mobile phones, emails and accounting system) saving up a lot of time on manual data entry.

No lead is lost, we have …
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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 (328)
    8.6
    86%
  • Task management (314)
    8.3
    83%
  • Opportunity management (300)
    8.1
    81%
  • Integration with email client (e.g., Outlook or Gmail) (305)
    7.2
    72%

Reviewer Pros & Cons

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      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
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      Product Demos

      Insightly for Relationship Management
      02:55
      Top 6 Ways to Personalize Your Insightly Account (for All Users)
      02:12
      Insightly for Google
      00:57
      Insightly for Sales
      02:17
      Insightly for Project Management
      02:09
      Insightly Feature: Advanced Permissions
      01:01
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      Features

      Sales Force Automation

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

      7.6Avg 7.9

      Customer Service & Support

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

      7.1Avg 7.8

      Marketing Automation

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

      7.6Avg 7.8

      CRM Project Management

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

      7.5Avg 7.7

      CRM Reporting & Analytics

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

      8Avg 7.7

      Customization

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

      8.1Avg 7.8

      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.

      8.4Avg 8.4

      Social CRM

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

      7.4Avg 7.5

      Integrations with 3rd-party Software

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

      6.1Avg 7.4

      Platform

      8.2Avg 7.5
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      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

      Screenshot of Track 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 your 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 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.

      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).
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      Comparisons

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