Insightly

Insightly

Customer Verified
Top Rated
About TrustRadius Scoring
Score 7.8 out of 100
Top Rated
Insightly

Overview

Recent Reviews

Insightly is worth it

8 out of 10
August 01, 2022
We use Insightly to keep client communications in order and link contacts to opportunities. We use it to keep track of lost, open and won …
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Insightly: Good-value CRM

8 out of 10
July 21, 2022
Insightly helps me keep track of outreach tasks and acts as a contacts repository. As soon as I meet a new contact, I enter those details …
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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 (314)
    8.4
    84%
  • Opportunity management (288)
    8.0
    80%
  • Task management (300)
    7.8
    78%
  • Integration with email client (e.g., Outlook or Gmail) (292)
    7.1
    71%

Reviewer Pros & Cons

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Video Reviews

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Pricing

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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

7.5
75%

Customer Service & Support

7.1
71%

Marketing Automation

7.4
74%

CRM Project Management

7.0
70%

CRM Reporting & Analytics

7.6
76%

Customization

7.8
78%

Security

8.1
81%

Social CRM

7.4
74%

Integrations with 3rd-party Software

6.2
62%

Platform

8.0
80%

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 Integrations

Insightly Competitors

Insightly Technical Details

Deployment TypesSaaS
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 8.7.

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

Comparisons

View all alternatives

Reviews

(1-11 of 11)
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Score 10 out of 10
Vetted Review
Verified User
Review Source
We have not had any need to call support for any issues/problems with Insightly that warranted a call. I am very happy with Insightly and how it has been working/helping our company keep all information in one spot!!
Alvaro Satrustegui | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Review Source
Yes. It was when shifting to the new user experience. We had a problem with dates update as we use it in Spanish. The support was excellent and had 3 Insightly team members interacting with me. The bug was solved in 3 days time. I was delighted with how much care they put on this issue.
Score 9 out of 10
Vetted Review
Verified User
Review Source
I had developed a database schema that I used for reporting, and I would regularly use the "export of all data" function. After doing this for many months, a field which I needed was no longer included in the exported data. Even though I may have been the only person using the data in this way, Insighly added the field back to their export for me. I believe any other company would have just said sorry and left me hanging.
November 04, 2016

CRM for the rest of us

Rogier Fentener van Vlissingen | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Review Source
The most exceptional experience was that we never needed any exceptional support, and really hardly any support at all. Throughout, the experience has been so intuitive that most questions answer themselves very quickly. Some features maybe a bit quirky, but they never get in the way - you get used to them quickly.
John Eggenberger | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Review Source
On my touch-screen monitor the size of the Insightly screen suddenly became much larger. I believe I had inadvertently done this. It was very frustrating since it now required scrolling, both vertically and horizontally, to see the entire screen. Insightly's support was emailed and in short order showed me how to restore the default setting. The problem was, indeed, something I had done.
Score 8 out of 10
Vetted Review
Verified User
Review Source
Insightly changed some features to the website when updating the site. One of the features limited the number of characters you could use in the description field in an organization. Prior to the update there was not a limit to the characters you could have in the field. Our organization used this field to house information we use in client support. When this update occurred we lost critical information used in our day to day operation. We contacted Insightly and they did a great job at quickly restoring the information to our site.