Insightly Reviews

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638 Ratings
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Score 8.2 out of 100

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Reviews (1-6 of 6)

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December 03, 2018
Jane Beisell, PMP, CIA, Professional Organizer, Productivity Coach | TrustRadius Reviewer
Score 6 out of 10
Vetted Review
Verified User
Review Source

Online Training

I've used Insightly's online training &/ or learned as I went. I've found the blogs and online written material helpful. I've also attended a few webinars, which can be useful if you use a J-I-T approach so as not to overwhelm you (or your staff) with functionality that you are using just yet. The fact that it's all available on their website and you can learn at your own pace is invaluable!
Read Jane Beisell, PMP, CIA, Professional Organizer, Productivity Coach's full review
August 15, 2017
Eduardo Reyes | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Review Source

Online Training

Insightly is a very useful tool, it has the essential capabilities that a company need. Easy to use and very intuitive, so, you don't need tutorial or extra documents. Navigation inside the platform is quite simple. You will be able to store your client's information, about your potential business opportunities, organize teams and users and, connect your emails.
Read Eduardo Reyes's full review
February 03, 2016
Anonymous | TrustRadius Reviewer
Score 6 out of 10
Vetted Review
Verified User
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Online Training

I used the videos. They are clear and concise. However, the issue of how best to configure the software for a particular need is NOT always clear. There are often several distinct options and it is not clear which is best. Choose the wrong option and discover it later and there is no way to recover but to start over. What I am referring to is whether a particular use case sb an Opportunity or a Project. More specifically for me should it be ONE opportunity or should it be MANY, one for each prospect, each with the same category and pipeline. Still waiting for a reply from support or the community.
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Feature Scorecard Summary

Customer data management / contact management (299)
Workflow management (269)
Territory management (28)
Opportunity management (277)
Integration with email client (e.g., Outlook or Gmail) (281)
Contract management (21)
Quote & order management (24)
Interaction tracking (245)
Channel / partner relationship management (24)
Case management (11)
Call center management (8)
Help desk management (9)
Lead management (233)
Email marketing (188)
Task management (287)
Billing and invoicing management (39)
Reporting (241)
Forecasting (92)
Pipeline visualization (240)
Customizable reports (230)
Custom fields (262)
Custom objects (31)
Scripting environment (6)
API for custom integration (122)
Single sign-on capability (201)
Role-based user permissions (129)
Social data (25)
Social engagement (78)
Marketing automation (99)
Compensation management (4)
Mobile access (256)

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

Has featureCustomer data management / contact management
Has featureWorkflow management
Has featureTerritory management
Has featureOpportunity management
Has featureIntegration with email client (e.g., Outlook or Gmail)
Has featureQuote & order management
Has featureInteraction tracking

Marketing Automation Features

Has featureLead management
Has featureEmail marketing

CRM Project Management Features

Has featureTask management
Has featureReporting

CRM Reporting & Analytics Features

Has featurePipeline visualization
Has featureCustomizable reports

Customization Features

Has featureCustom fields
Has featureCustom objects
Has featureAPI for custom integration

Security Features

Has featureRole-based user permissions
Has featureSingle sign-on capability

Integrations with 3rd-party Software Features

Has featureMarketing automation

Platform Features

Has featureMobile access
Additional Features
Has featureAICPA SOC II Type 1 and Type 2 audited and accredited, and US/EU Privacy Shield and US/Swiss Privacy Shield certified.
Has featureData import & export
Has featureTwo-factor Authentication (2FA)
Has featureSAML-based Single Sign-On (SSO)
Has featureOAuth Single Sign-On (SSO)
Has featureAudit Logs

Insightly Screenshots

Insightly Videos (6)

Insightly Integrations

QuickBooks Online, Dropbox, Mailchimp, Xero, Slack, HubSpot Marketing Hub, Marketo, Pardot, Box, Zapier, PandaDoc, Google Drive, Evernote, Gmail, G Suite/Google Apps, Microsoft Office 365 & Outlook

Insightly Competitors

Insightly Pricing

Starting Price: $29

  • Has featureFree Trial Available?Yes
  • Does not have featureFree or Freemium Version Available?No
  • Has featurePremium Consulting/Integration Services Available?Yes
  • Entry-level set up fee?No
EditionPricing DetailsTerms
Plus$29.00Per User/Per Month (billed annually)
Professional$49.00Per User/Per Month (billed annually)
Enterprise$99.00Per User/Per Month (billed annually)

Insightly Support Options

 Free VersionPaid Version
Video Tutorials / Webinar
1-on-1 Onboarding Sessions

Insightly Technical Details

Deployment Types:SaaS
Operating Systems: Unspecified
Mobile Application:Apple iOS, Android
Supported Languages: English, French, Portuguese, Spanish, German, Italian

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 $29.

What is Insightly's best feature?

Reviewers rate Single sign-on capability highest, with a score of 8.9.

Who uses Insightly?

The most common users of Insightly are from Small Businesses and the Computer Software industry.