We love the Insightly CRM
We use Insightly as our CRM to manage contacts, leads, and opportunities and build sales pipelines and dashboards. The ease with which …
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 (365)8.787%
- Task management (356)8.585%
- Opportunity management (332)7.979%
- Integration with email client (e.g., Outlook or Gmail) (338)7.676%
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
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- 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
(801)Attribute Ratings
Reviews
(1-25 of 73)Companies can't remove reviews or game the system. Here's why
April 19, 2024
We love the Insightly CRM
It’s made managing our contacts, leads and opportunities so much more manageable and easier. We appreciate all the functionality and support. And the fact that it’s so user friendly and laid out easily. You don’t have to have a nasa degree to understand the crm functionality! Which is so useful!
April 19, 2024
Insightly is a game changer!
Yes, it has definitely made our details process easier to maintain. And, I forgot to mention, we also use the service module to manage a big portion of our work in a very effective way. It used to be managed on a spreadsheet, so Service and the auto emails has been a lifesaver.
April 19, 2024
Insight into our recovery program.
The ability we have to follow up with people and set up follow up dates with them works very well for us.
November 26, 2023
Good application for small companies with lots and lots of leads.
Our company uses it for lead and opportunity management while integrating it with our marketing platforms.
November 22, 2023
Insightly for Association Management
Insightly is a great tool for optimizing workflows and performance. The pipeline feature is very helpful for tracking each step in a workflow. It also allows us to keep better records of activity and contact information. This increases our performance. My team's efficiency is massively improved by Insightly. It also allows for team collaboration and increases accountability.
November 15, 2023
Insightly- They make you feel like a partner
The automated workflows and the App Connect tool are our organization's primary go to when it comes needed automate processes or communication action steps. The tool already comes with workflow automation but the app connect tool is the cherry on top. It allows for automation of complex workflows and triggers without the need to purchase custom development.
November 15, 2023
User friendly, great diversity and good overall value for money.
It has helped immensely. We are still working on the marketing side and hope to expand to include that option.
November 15, 2023
The addition of the Marketing app to Insightly has locked us in!
It's had its biggest impact on the Marketing app and the related stats. Also, the ability to export based on tags is very helpful.
October 10, 2023
Great place for Bulk Marketing
We have large number of contacts with them we need to reach out, in that Insightly helping us to send bulk emails in less time and we can take follow ups easily with the workflow.
October 10, 2023
Satisfied Customer for Almost a Decade
We are much more efficient with Insightly, which allows us to run our business with a smaller administrative support team, thus saving us a considerable amount of money.
October 09, 2023
Reasonable product but slowly falling behind
We recently stripped out workflow management from Insightly as we have found better tools in this area. Now primarily used for record keeping and simple data managemement.
September 29, 2023
Insightly is worth it
We do not use marketing or email from Insightly. Our company does not use any marketing materials in general.
There are many fields from the CRM that we can use to target specific audiences within the Marketing platform. We can create forms in Insightly Marketing that can be shared on our website or in advertising that then can be converted into a Lead in Insightly CRM with the intel filled out based on certain parameters. A specific user or lead assignment rule can be used to notify someone to reach out to the Lead. Everything flows together very well.
August 28, 2023
Affordable CRM with features you will use
This statement completely explains what Insightly has done for our organization
Insightly has reduced the number of software platforms that our enterprise requires to operate efficiently. Insightly has helpful plugins with other relevant pieces of software that we use such as PandaDoc and QuickBooks. By keeping all of these tied together our enterprise can pass customer projects, opportunities, and invoicing throughout our business.
March 13, 2023
Useful Tool!
Insightly has made it very user friendly and easy to aggregate data for our organization and to keep track of processes. I am excited to see what else we are able to do in the program as our organization continues to utilize more of the functionality and import more data into it.
March 13, 2023
Insightly packs a punch with budget in mind
The workflow automations are excellent here, this integrates well with design and communications tools that our vital in our business. There has been very limited downtime over the course of the year using this software, and we have automated all of our customer communications for 1000s of monthly customers. It is a powerful tool that comes highly recommended.
March 11, 2023
Customizable reports and database capabilities make verifying insurance eligibility on orders a breeze.
Insightly is connected to MailChimp and emails are automatically sent to the customer as their order moves in the pipeline. This gives the customer a clear picture of what is going on with their order and increases the trust they put in us to get their breast pump shipped out as quickly as possible. Improving these customer relationships helps us retain customers that keep coming back.
As a CRM, Insightly serves our needs as a centralized place to store information about our clients. We have set up workflows within the system to assist with automating emails and certain pieces of information we frequently need.
We have not optimized many of the marketing and service options provided within Insightly as they are not included within our package.
We have not optimized many of the marketing and service options provided within Insightly as they are not included within our package.
Insightly allowed us to spend less time individually with outreach as the platform allowed us to customize messages and schedule mailings without regular input from each employee. The messages were personalized and were sent in varying intervals so that the recipients were unaware that the messages were "programmed". It freed our time to focus on follow up and to engage potential clients in other ways.
March 10, 2023
Usability of Insightly
Everything on my dashboard is neatly organized, giving me all the necessary and crucial information that I need on a daily basis. I can access information that I need to keep in mind quickly and easily, streamlining my workflow. Having this is essential to my work on a daily basis.
We have been able to build dozens of workflows for different teams within our company
March 10, 2023
Insightly is Great for Small Businesses!
Workflows have simply become part of our organization since beginning the use of Insightly four years ago. We are able to streamline our work and really see the benefits of implementing this system by utilizing a variety of Insightly tools and streamlining our workforce. The tool has improved our relationships with customers and partners because we are able to track details about everyone and make sure we nurture those relationships.
March 10, 2023
Insightly is a Solid!
Our organization has been able to have less meetings, spend less time tracking down details and has been able to share information between departments with ease using Insightly. We have set up customized reports that summarize the work each person does and then we turn around and present to the client. We consistently capture and pull the same data from each work project and can see nice reports individually or collectively.
March 10, 2023
Insightly is great!
Insightly does a great job being able to daily provide us storage of customer information in a comfortable and clear way to view and read.