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Insightly

Insightly

Starting at $0 per month Up to 2 users
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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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Recent Reviews

Insightly is worth it

10 out of 10
September 29, 2023
Incentivized
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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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 (365)
    8.8
    88%
  • Task management (356)
    8.5
    85%
  • Opportunity management (332)
    7.9
    79%
  • Integration with email client (e.g., Outlook or Gmail) (338)
    7.8
    78%

Reviewer Pros & Cons

View all pros & cons
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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 CRM Demo

Vimeo
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Features

Sales Force Automation

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

7.6
Avg 7.7

Customer Service & Support

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

7.1
Avg 7.5

Marketing Automation

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

7.6
Avg 7.5

CRM Project Management

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

7.8
Avg 7.6

CRM Reporting & Analytics

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

8
Avg 7.6

Customization

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

8.2
Avg 7.5

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
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.

6
Avg 7.2

Platform

8.6
Avg 7.5
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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 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

Screenshot of Tracks 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 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 $0.

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

Reviewers rate Custom fields highest, with a score of 9.2.

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

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Reviews and Ratings

(799)

Attribute Ratings

Reviews

(1-25 of 396)
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Score 9 out of 10
Vetted Review
Verified User
Incentivized
Well suited to containing and reporting many details of current and long term data. Doesn't seem quite right for us for a full donor database - not as many of the capabilities we look for in that type of system.
Score 10 out of 10
Vetted Review
Verified User
Incentivized
We love Insightly and its user friendly interface. We haven't found anything we haven't liked yet! We would recommend Insightly to any organization that wants to manage leads, use crm, have a good hold on their pipeline, etc. It's a one stop CRM that makes life easier for our Organization.
Score 9 out of 10
Vetted Review
Verified User
Incentivized
The App Connect feature is a game changer for us. It opened up so many options for how we could make things happen across different applications.

Integrating our invoicing and having live updated between Insightly and QBO saved time and eliminated user error.

Score 10 out of 10
Vetted Review
Verified User
Incentivized
Insightly is very well suited to track steps in a particular process. It is also very easy to connect contacts, organizations, requests, and projects. It is great for storing data in a way that is easily referenced. It is a helpful tool for facilitating team collaboration. The connectivity to our website forms is also very useful. It is less appropriate for tracking financials as far as invoicing and payments.
Score 10 out of 10
Vetted Review
Verified User
Incentivized
Insightly can be customized to hit on several business objectives even outside of the standard CRM tool. Operations and departments can create custom objects to better automate processes/communication internally. This would allow for data driven insight and reportable numbers via reports or dashboards.

While Insightly does offer a basic projects standard object, it needs some enhancing when it comes to managing larger projects.
September 29, 2023

Insightly is worth it

Score 10 out of 10
Vetted Review
Verified User
Incentivized
Pros: Task list is easily managed, layout is easy to learn, opps and contacts connect effortlessly, can be used on cell, can add attachments to opps for future use.
Cons: Note details are not easily accessible, cell phone app is not very user friendly, not enough personalization, can’t change much on the personal preferences
Score 10 out of 10
Vetted Review
Verified User
Incentivized
Insightly just about checks all the boxes for what we need to manage our small group sales. It allows us to work the small group opportunities that come in as well as manage the groups once they are actually sold. Having a database that can be completely customizable allows us to pull reports on just about any data points that we want. We can also set automated tasks such as a reminder to check in with a sold group a month into the sale to ensure we are providing great service. Everything is very well connected.
Jennifer Walkowiak | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Incentivized
At a previous company, I implemented a well known CRM that had all the bells & whistles and a huge costs. While impressed, I soon realized We would never need everything and it was a complete oversell. However when looking for a CRM this time I was so impressed that Insightly had exactly what we needed at an affordable cost.
March 13, 2023

Useful Tool!

Score 8 out of 10
Vetted Review
Verified User
Incentivized
I have found this too to be effective and useful, although there is room for improvement, particularly on how it communicates with other technologies. I am interested to use it for more purposes and see additional functionality.
Score 9 out of 10
Vetted Review
Verified User
Incentivized
It is great for classic CRM and service ticketing. It does not seem to include AI driven pipeline management. The graphic user interface does appear quite basic, but I don’t mind that so much. I do think the code and potential for what can be built in insightly is very high, and overall I rate it as a robust CRM that is comparable to other top softwares of this type.
Score 10 out of 10
Vetted Review
Verified User
Incentivized
While there are a few things I would improve in the Health Care Providers database capabilities, overall it is extremely helpful in keeping a record of all providers so we can easily access them and add them to the order. This increases productivity by making it easier to verify eligibility, to ensure the breast pump the customer order will be covered under their insurance plan.
Score 8 out of 10
Vetted Review
Verified User
Incentivized
If you are looking for a platform which allows you to be able to create your own modules based off of your business case, Insightly provides great functionality and capabilities within the platform. We have been able to create several sections, called custom objects, which allow us to tailor processes based off of our business functions.

It may not be well suited to individuals who want to have a built out of the box or module based CRM system. Unless you purchase additional modules, you may have to be creative in finding solutions within the limitations of the Professional level. Many of the features we would look for are available at the Enterprise level, but the cost is prohibitive.
Emily Wilkinson | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Incentivized
Insightly is a useful marketing tool, especially to a more traditional sales organization. It wasn't quite geared to a school admissions office -- perhaps more professional than we need in a heavy face-to-face industry. Insightly would be very useful in a larger organization as, although we have more than 50 employees in our school, only 7 employees used Insightly - it was very specific just to admissions and marketing.
Score 10 out of 10
Vetted Review
Verified User
Incentivized
I find it hard to find too many issues with Insightly. Honestly it just works, I've never had any gripes with the interface other than visual appearance of the interface. That largely comes down to personal preference, so I can't really fault them for that. It's very straightforward, not overly complicated, and simple to use.
Score 10 out of 10
Vetted Review
Verified User
Incentivized
I believe Insightly is a great CRM and marketing automation tool for most start-ups and smaller companies that are not yet ready to invest in more expensive solutions. It's fairly self-serve, so we can manage it ourselves rather than relying on outside implementation support
Score 10 out of 10
Vetted Review
Verified User
Incentivized
Insightly is useful for simplicity and sales cycles and functions. If you are looking for a great CRM for a small company or for a company that is newer, Insightly is your “go to guy.” But if you have a bunch of customizations or a large company you might want something more suited for larger orgs.
March 10, 2023

Insightly is a Solid!

Score 9 out of 10
Vetted Review
Verified User
Incentivized
Insightly works well for long term use, to maintain records, conversations and schedule tasks. It it reassuring to know all data is stored and backed up. It is extremely valuable to our sales team as well as our production team. I also love how it connects information to the web on additional information on media contact that we have entered, allowing us to easily look more information.
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