Customer data management / contact management (304)
Integration with email client (e.g., Outlook or Gmail) (284)
Task management (292)
Opportunity management (279)
Leaving a video review helps other professionals like you evaluate products. Be the first one in your network to record a review of Insightly, and make your voice heard!
Entry-level set up fee?
- No setup fee
- Free Trial
- Free/Freemium Version
- Premium Consulting / Integration Services
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
- Localization/internationalization- Spanish, French, Portuguese, German, Italian
- Over 40 app integrations including Gmail, Google Apps, Mailchimp, Box, QuickBooks Online, etc.
- 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
- Supported: Lead management
- Supported: Email marketing
- Supported: Task management
- Supported: Reporting
- Supported: Pipeline visualization
- Supported: Customizable reports
- Supported: Custom fields
- Supported: Custom objects
- Supported: API for custom integration
- Supported: Role-based user permissions
- Supported: Single sign-on capability
- Supported: Marketing automation
- Supported: Mobile access
- 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
|Mobile Application||Apple iOS, Android|
|Supported Languages||English, French, Portuguese, Spanish, German, Italian|
Runs on my Chrome, in my mac, on my Safary, in Windows, on my ipad, on my Nexus, and in my old iphone. no issues, no screens stuck, no nothing.
I dont have to watch the waiting icon, its just responsive and works super fast.
To be honest, i tried SugarCRM and didnt use it due to performance, and SalesForce used to make me creazy with loading time and freezing screens, so I really appriciate the fact that even the free users get to have great user experience in the performance category.