Insightly

Insightly

Customer Verified
Top Rated
About TrustRadius Scoring
Score 7.9 out of 100
Top Rated
Insightly

Overview

Recent Reviews

The best CRM I ever had

10 out of 10
November 10, 2021
We use Insightly CRM to keep track of our client contacts including public agencies and partners. Every pursuit that we follow has a …
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Data - Tasks - Communications

8 out of 10
November 01, 2021
We use Insightly on the Program (Operations) side of our organization. We track our constituents and constituents on the waiting list. We …
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Decent CRM for SMBs

7 out of 10
September 22, 2021
It is being used by some departments in Business Operations to keep a record of all customer and partner data. The most defining part of …
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Reviewer Sentiment

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Awards

TrustRadius Award Top Rated 2022
TrustRadius Award Top Rated 2020
TrustRadius Award Top Rated 2018

Popular Features

View all 31 features

Customer data management / contact management (304)

9.0
90%

Integration with email client (e.g., Outlook or Gmail) (284)

8.7
87%

Task management (292)

8.4
84%

Opportunity management (279)

8.4
84%

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

Features Scorecard

Sales Force Automation

8.1
81%

Customer Service & Support

7.1
71%

Marketing Automation

8.0
80%

CRM Project Management

7.6
76%

CRM Reporting & Analytics

8.2
82%

Customization

7.5
75%

Security

8.7
87%

Social CRM

7.4
74%

Integrations with 3rd-party Software

6.6
66%

Platform

8.9
89%

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

Track lead activity and status so nothing falls through the cracksReports provide insight into sales and productivity performance

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

Comparisons

View all alternatives

Frequently Asked Questions

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.

How much does Insightly cost?

Insightly starts at $0.

What is Insightly's best feature?

Reviewers rate Customer data management / contact management highest, with a score of 9.

Who uses Insightly?

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

Reviews

(1-25 of 327)
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Score 2 out of 10
Vetted Review
Verified User
Review Source
It is not well suited to finding a specific File in an Opportunity or Project. The Leads feature is not helpful for my industry in that it requires a person's name & organization. Leads in my industry start with the announcement of a project in the industry trade newsletters without the name of the organization or people that I need to contact. Also, the image of a Contact has been reduced to a size that makes it not helpful.
Score 8 out of 10
Vetted Review
Verified User
Review Source
For medium or smaller businesses or teams, Insightly is great. It is easy to use and it's clear as opportunities to run various stages. The email integration is strong. For my team we use Insightly frequently to collaborate, we're all on the same page on what next steps need to be done when communicating with customers, and my various team members can access Insightly if someone is out and another team member needs to step in. It makes our team much more efficient.
Amy O'Day | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Review Source
I think Insightly is a pretty good option for anyone looking for a database for their contacts. The different plans allow for a small number of contacts to a larger number for bigger companies. I'm not sure that really is a database that is completely perfect for everyone, but Insightly does a great job of covering at least a little bit of everything which makes it relevant to a lot of industries. I would say that if you are a really tiny company, this probably isn't the best software for your contact.
Score 8 out of 10
Vetted Review
Verified User
Review Source
Insightly is well suited for an organization that requires to grow its outreach and has a defined market. It cannot be put into use where people don't know what market to capture and where the product won't perform. It helps create differential strategies for different customer segment to maximize revenues from high segment groups and help streamline and automate the process of performing customer engagement tasks like sending emails, alerts, social media posts and integrate with SAP, databases and warehouses.
Score 8 out of 10
Vetted Review
Verified User
Review Source
Well suited to containing and reporting many details of current data but less well-suited to long term data that needs to be reported on and compared throughout several years.

Doesn't seem quite right for a full donor database - not as many of the capabilities we look for in that type of system.
Greg Roberts | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified User
Review Source
Insightly is the perfect option to utilize in a multi-staff project management team that requires organization of deadlines, tasks, and active projects. It allows the group to work on items simultaneously while also having access to [the] current workings of their colleagues. It is the perfect software for those working remotely that still need to stay connected. This would not be as necessary [for] a small/ single group due to such minimal project capacity that may be present.
Score 10 out of 10
Vetted Review
Verified User
Review Source
We use Insightly to keep track of projects and what stage each one is in. We are doing multiple projects for one customer/client within 3 different states. Insightly makes it easy to keep them separate from one another, while still keeping them under the same customer/clients. Makes it very easy to use and look up information.
September 22, 2021

Decent CRM for SMBs

Shivam Bhatt | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified User
Review Source
Insightly is better suited for growing companies and startups looking for an inexpensive CRM. It even has a free version to play around with. It is flexible in terms of how you want to configure it. It is well suited for areas like lead management or project management, but if you're looking for advanced features for reporting or opportunity management then it is a very average tool.
Score 9 out of 10
Vetted Review
Verified User
Review Source
Of course. They have both CRM and Marketing modules. We use the CRM module only and it does make me believe that their app is well-suited for organisations / teams of different sizes, as the contact management and email management are the features which are most helpful for us in sending out emails whenever an AML case due date comes in.
Michael Guth | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Review Source
Insightly is recommended to any company that wants to manage sales opportunities; it is much easier to use. It also has an excellent graphical interface. It is a reliable tool to keep the contact base organized and updated. It is one of the best CRMs on the market; it can create, launch and analyze numerous email marketing campaigns.
Doug Mancosky | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Review Source
Insightly is a great first CRM for people. Rather than just being a free 30 day trial, the free version lets you ease into trying a CRM without any real limits in functionality. Very simple to use, but perhaps without all the high end stuff you find for a super advanced Salesforce user looking to use AI.
Taavi Miku | TrustRadius Reviewer
Score 5 out of 10
Vetted Review
Verified User
Review Source
I can't provide a profound answer as I haven't used other CRM's, thus it's complicated to say in comparison to other options why one should or shouldn't use it. But I think it will do whenever you need some solution to better handle your clients and prospects and do it in a more contemporary manner, where your data is accessible on the internet wherever you are.
Jason Carlage | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Review Source
Insightly is well suited for a small business that wants to track sales with individual customers that aren't part of a bigger group. With our customer base, which is professors at colleges, it has been working well although we would like to have more ways to target all faculty at an individual school without having to tag all of them. The ease of use and customer service has been great, so I would recommend it to anyone who wants a CRM for a small business.
Score 10 out of 10
Vetted Review
Verified User
Review Source
There can be so many different industries where Insightly CRM can be used. Not completely sure about the marketing though. This CRM well suits product companies, startups according to me. I believe, if they support more and more integrations, these guys would lead the market soon. Streamlining our business process is an awesome thing that these guys have offered us. It was a mess earlier.
Bil Thompson | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Review Source
We've really liked it for tracking the sales process, as well as a great place to keep information on new leads where we can weed them out and determine if it's likely to become a sale or not. I really like the activity sets as well. These allow you to set up a repeated activity and use it over and over again with a bit of tweaking. As I stated I had trouble figuring it out initially but it was worth the effort. I would stay away from the contacts if you want to sync it with Google contacts as the two haven't worked well for us.
Ignacio Cruz | TrustRadius Reviewer
Score 4 out of 10
Vetted Review
Verified User
Review Source
Insightly is well suited when you are on a low budget and you have a small sales team that can work with most of the tasks manually. It's much better than working with a spreadsheet as you can have a history of all the leads but it doesn't have lot's of integrations and it doesn't scale when you grow.
Ashia Ackov | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Review Source
I would recommend Insightly because it is a great project management tool for large or small businesses. I can't speak on the sales side of this software, but as far as project management, it is great. The reason I would give it an 8 out of a 10 is that the email from mobile didn't work for what we were seeking. You could not, at the time, send an email from the mobile app. Since we are always on the go, that feature is a must.