Overview
Recent Reviews
Reviewer Sentiment
Awards




Popular Features
View all 31 featuresCustomer data management / contact management (304)
Integration with email client (e.g., Outlook or Gmail) (284)
Task management (292)
Opportunity management (279)
Reviewer Pros & Cons
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Pricing
View all pricingFree
$0
Plus
$29.00
Professional
$49.00
Entry-level set up fee?
- No setup fee
Offerings
- Free Trial
- Free/Freemium Version
- Premium Consulting / Integration Services
Features Scorecard
Sales Force Automation
Customer Service & Support
Marketing Automation
CRM Project Management
CRM Reporting & Analytics
Customization
Security
Social CRM
Integrations with 3rd-party Software
Platform
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
- 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
Insightly Videos
Insightly Integrations
- QuickBooks Online
- Dropbox
- Mailchimp
- Xero
- Slack
- HubSpot Marketing Hub
- Adobe Marketo Engage
- Pardot
- Box
- Zapier
- PandaDoc
- Google Drive
- Evernote
- Gmail
- G Suite/Google Apps
- Microsoft Office 365 & Outlook
Insightly Competitors
Insightly Technical Details
Deployment Types | SaaS |
---|---|
Operating Systems | Unspecified |
Mobile Application | Apple iOS, Android |
Supported Languages | English, French, Portuguese, Spanish, German, Italian |
Comparisons
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Frequently Asked Questions
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Reviews and Ratings
Reviews
(1-25 of 321)- Popular Filters
Insightly - A good option for some businesses; not recommended for independent contractors working with multiple companies
Insightly is a great CRM for users of all technology comfort levels
The best CRM I ever had
Insightly provides "Insight" on your Contacts!
Insightly- great CRM process that helps to increase customer outreach and engagement
Data - Tasks - Communications
Classy, Innovative, and User-Friendly to All!
Small business review of Insightly CRM
Insightly makes our project stage tracking flow smoothly
Small Business Review of Insightly
Decent CRM for SMBs
Great software, more features, lower price
Insightly as a valuable project management tool
Taavi Miku's review on Insightly
Maintains good CRM and helps grow business
Great software with even greater features!
Insight into Insightly
Insight into Insightly!
This information is coupled with our budgets to provide the proverbial "BIGGER PICTURE"