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 321)
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Score 2 out of 10
Vetted Review
Verified User
Review Source
Insightly is used to track quotes and orders for our client's projects. The business problem is the level of detail involved with each project and keeping up with frequent changes and deadlines. Insightly allows us to keep all the information in a specific Opportunity/Project to serve our customers better and faster.
Score 8 out of 10
Vetted Review
Verified User
Review Source
Insightly helps our department better understand the needs of customers, by helping to track their inquiries with us and the associated products they are interested in. It also helps us to email them directly from Insightly, or we can have our emails feed directly into Insightly. It also serves as a reminder for which customers are due for a follow-up.
November 10, 2021

The best CRM I ever had

Score 10 out of 10
Vetted Review
Verified User
Review Source
We use Insightly CRM to keep track of our client contacts including public agencies and partners. Every pursuit that we follow has a corresponding opportunity record in CRM, marketing, business development, and project management staff are linked to those opportunities and follow related activities including follow-up emails and phone calls, proposal preparation, and keeping track of delaines and win/loss results.
Amy O'Day | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Review Source
One of my clients manages a group of influencers and we use Insightly as our database to keep track of everyone. Not only are we able to add common details such as contact information and demographics, but we are also able to create groups and tags to note specific groups or subjects we can search in order to come up with a nice pool of candidates for a specific campaign.
Score 8 out of 10
Vetted Review
Verified User
Review Source
Insightly is really helpful to identify the right market audience for the product. It helps grow customer outreach and provides a great cloud based CRM solution. It helps handles sending emails to cutometers to help engage with wider audience and track KPI metrics to help in process improvement. It helps understand customer preferences really well and map their journey that help identify buying patterns, trends analysis and machine learning to help predict their behavior. This in turn helps create and design impactful events and campaigns and track metrics to see engagement with the customers. This can be done through social media , digital and offline campaigns as well. It is being used by the marketing department and will be scaled to the whole organization. It helped reach to customer and client by targeting them well and ensuring more revenue conversions. It also provided better integration to our clients that ensures better services.
Score 8 out of 10
Vetted Review
Verified User
Review Source
We use Insightly on the Program (Operations) side of our organization. We track our constituents and constituents on the waiting list. We use Insightly to track funding, activities and contact information for each of these constituents. We use it for communications and to track the frequency of our outreach to them.
Greg Roberts | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified User
Review Source
Insightly is being used by my personal sales department, comprised of 8 individuals. It allows us the opportunity to navigate our sales and ongoing projects all in one portfolio. Comparisons of data and [analysis are] necessary for the continuation of further sales and successes.
Vince McConville | TrustRadius Reviewer
Score 5 out of 10
Vetted Review
Verified User
Review Source
I previously used Insightly within my business to manage both my sales opportunities and ongoing client projects. It meant I had visibility across all of the pre and post sales activities relating to customers. It was invaluable in helping me to manage my time and record things I had done and needed to do. Don't actively use it now but still have a basic subscription as I still implement it with some clients. Basic subscription is no longer available to new which is a bit of a shame as it was a good entry level price for new CRM users - The new higher base price puts off a lot of CRM newbies as they can't justify the cost compared to other products on the market.
Score 10 out of 10
Vetted Review
Verified User
Review Source
Insightly is used across our whole company. It helps keep track of all projects and at what stage our projects are in, as well as all contact information for our customers/clients. Insightly is used on a daily basis and we update it regularly as contacts/jobs/emails often change. We love using it and it is so easy to maneuver around to find whatever we are looking for.
September 22, 2021

Decent CRM for SMBs

Shivam Bhatt | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified User
Review Source
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 this CRM is definitely its seamless integration with G Suite, which is why it is one of the most popular CRMs on the market. In my experience using Insightly, I have found it to be a robust CRM with almost all the basic features and functionalities to help you effortlessly manage customer and partner relationships. It is flexible in terms of customization according to your requirements and is easy to use. It has helped us manage our leads, customer interactions, and opportunities all in one place while having visibility in the entire process.
Score 9 out of 10
Vetted Review
Verified User
Review Source
We, the entire team of AML/KYC use Insightly as our CRM and needless to say, it seems to be a gem of a software to use amongst the team members. The contacts, leads, and tasks are all available to be used; however, we use the contacts module only as the leads module is used by another team at my organisation.
Michael Guth | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Review Source
Insightly is being used in our company to manage our contacts and optimize communications with our customers. It also provides us with real-time information from multiple perspectives, which helps us increase our productivity and sales. We can automate the exporting of contacts, allowing us to create unique marketing and lead generation, offering a solution to virtually all of our sales problems.
Doug Mancosky | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Review Source
We sell machinery to multiple industries ranging from breweries to biofuels. We are frequently working with dozens of potential customers with a sales cycle that can measure from 3 months to a year or even more. With these long cycles it is very helpful to have a tool to manage the often multiple contacts at a company and multiple events from trials to proposals.
Rob Schanilec | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Review Source
It's a repository of project content, communications, scheduling, follow up, contact management and more that is utilized throughout the office, on and off-site, to better keep all players in the loop as to project status, materials, etc. It's improved our access to where a project is at regardless of who is available to provide input.
Jason Carlage | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Review Source
It is used amongst the sales team; there are 3 full time reps, 1 part time rep, and 1 person who uses Insightly to manage the inside sales and run reports. It gives us a place to track opportunities and move them along. We are also beginning to use it more for e-mail campaigns.
Stella Olsson | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Review Source
It is really very useful for when you need a CRM solution with very moderate commercial applications. With this platform I can follow high-value accounts with the ability to have a constant follow-up and be able to effectively guarantee more future purchases by our clients and potential customers. I have been able to eliminate those spreadsheets that turned out to be a very confusing and heavy work. With Insightly I can have more detailed and complete information in a single work area, which could be more interesting and lucrative for the business environment.
Score 10 out of 10
Vetted Review
Verified User
Review Source
We're using this CRM to track our high-value accounts and keep track of them. The software is interesting and has an intuitive, as well as attractive UI. Our marketing team uses it as well for some of their tasks and loves it too. Different integrations they offer make the work easier and I would love to see more of them.
Bil Thompson | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Review Source
We initially started insightly with the whole organization but have scaled it back to use in just our sales department. It works great for putting information about new leads in one central location and tracking them. We use it to follow the process from initial contact to sales and beyond. Insightly helps us know where we are currently and more importantly what to do next and when. It's fairly intuitive and seems to function well for this.
February 26, 2020

Insight into Insightly!

Jeremy Grant | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified User
Review Source
We're using Insightly primarily for our sales team as a CRM system, tracking organisations, contacts, opportunities and in the future, projects.
This information is coupled with our budgets to provide the proverbial "BIGGER PICTURE"
Ignacio Cruz | TrustRadius Reviewer
Score 4 out of 10
Vetted Review
Verified User
Review Source
It was used in the whole sales department and some of the people in Customer Success. We had a process to manage Inbound Leads and another process to do Outbound by prospecting based on Cold Emails. The problem for us, was that Insightly didn't have good tools to do prospecting with cold emails, so every salesman had to create their own tasks to do the follow-ups. That's the main reason why we changed the CRM. For Customer Success we used the "Project" tab that allowed the Project Manager/Account Manager to communicate the process of the implementation to the salesman.
January 19, 2020

Insight on Insightly

Kristina "Shoots" Wiggins | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Review Source
Insightly is currently being used as a client management system that mainly focuses on accounts/clients and new business development but also a bit of applicant tracking. It’s imperative for me to be organized especially when I’m wearing multiple hats. Insightly provides that for me.
Ashia Ackov | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Review Source
So, in the entertainment field, we are always looking for leads. We are a quarterly magazine and really need a way to follow-up with our contacts and keep information in order. Our social media team used Insightly for these needs for a little over a year, starting from the free trial version, then switching over to Pro.