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Insightly

Insightly

Starting at $0 per month Up to 2 users
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Overview

What is Insightly?

Insightly is presented as a modern, affordable CRM that is easy to use, simple to customize, and that scales with companies as they grow, designed to solve common pain points that legacy CRMs can't. Available in any vertical, Insightly CRM…

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Recent Reviews

Insightly is worth it

10 out of 10
September 29, 2023
Incentivized
We use Insightly to keep client communications in order and link contacts to opportunities. We use it to keep track of lost, open and won …
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Awards

Products that are considered exceptional by their customers based on a variety of criteria win TrustRadius awards. Learn more about the types of TrustRadius awards to make the best purchase decision. More about TrustRadius Awards

Popular Features

View all 31 features
  • Customer data management / contact management (365)
    8.7
    87%
  • Task management (356)
    8.5
    85%
  • Opportunity management (332)
    7.9
    79%
  • Integration with email client (e.g., Outlook or Gmail) (338)
    7.7
    77%

Reviewer Pros & Cons

View all pros & cons
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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
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Product Demos

Insightly CRM Demo

Vimeo
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Features

Sales Force Automation

This is the technique of using software to automate certain sales-related tasks.

7.6
Avg 7.7

Customer Service & Support

This component of CRM software automates help desk, call center and field service management.

7.1
Avg 7.5

Marketing Automation

This component of CRM software helps to automate and scale marketing tasks and the subsequent analysis of those efforts.

7.6
Avg 7.6

CRM Project Management

This component of CRM software helps users initiate, plan, collaborate on, execute, track, and close projects.

7.8
Avg 7.6

CRM Reporting & Analytics

Reporting and analytics in CRM software includes sales forecasting, pipeline analysis, and automated dashboards.

8
Avg 7.6

Customization

This addresses a company’s ability to configure the software to fit its specific use case and workflow.

8.2
Avg 7.6

Security

This component helps a company minimize the security risks by controlling access to the software and its data, and encouraging best practices among users.

8
Avg 8.3

Social CRM

This component of CRM software helps companies leverage social media in engaging with customers.

7.4
Avg 7.3

Integrations with 3rd-party Software

This involves the CRM software’s ability to integrate with other systems, whether external or homegrown.

6
Avg 7.2

Platform

8.5
Avg 7.5
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Product Details

What is Insightly?

Insightly is presented as a modern, affordable CRM that is easy to use, simple to customize, and that scales with companies as they grow, designed to solve common pain points that legacy CRMs can't. Available in any vertical, Insightly CRM customers can add companion products for marketing automation, customer service, and integrations in the same platform. Insightly has more than a million users worldwide.

Businesses can 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

Screenshot of Tracks lead activity and status so nothing falls through the cracksScreenshot of Reports provide insight into sales and productivity performanceScreenshot of Screenshot of Screenshot of Screenshot of Screenshot of

Insightly Videos

Relationship management
6 ways to personalize Insightly CRM
Insightly & G Suite/Google Apps CRM
Insightly for Sales
Insightly for Project Management
Advanced Permissions

Insightly Technical Details

Deployment TypesSoftware as a Service (SaaS), Cloud, or Web-Based
Operating SystemsUnspecified
Mobile ApplicationApple iOS, Android
Supported LanguagesEnglish, French, Portuguese, Spanish, German, Italian

Frequently Asked Questions

Insightly is presented as a modern, affordable CRM that is easy to use, simple to customize, and that scales with companies as they grow, designed to solve common pain points that legacy CRMs can't. Available in any vertical, Insightly CRM customers can add companion products for marketing automation, customer service, and integrations in the same platform. Insightly has more than a million users worldwide.

Insightly starts at $0.

Zoho CRM, Zoho Projects, and Pipedrive are common alternatives for Insightly.

Reviewers rate Custom fields highest, with a score of 9.1.

The most common users of Insightly are from Small Businesses (1-50 employees).
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Comparisons

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Reviews and Ratings

(800)

Attribute Ratings

Reviews

(1-25 of 390)
Companies can't remove reviews or game the system. Here's why
Score 10 out of 10
Vetted Review
Verified User
Incentivized
We use Insightly as our CRM to manage contacts, leads, and opportunities and build sales pipelines and dashboards. The ease with which Insightly manages our contacts and leads is incomparable. We haven’t found another CRM that can give us the same results with such ease! We’re beyond happy and confident with Insightly and the performance it’s given our team, and the price point is second to none.
Score 9 out of 10
Vetted Review
Verified User
Incentivized
Insightly helps us manage our clients from start to finish. Beginning with our sales process, linking to QuickBooks for invoicing and managing the project to completion.

As a startup, we needed one place to accomplish many things and we found that in Insightly
Score 10 out of 10
Vetted Review
Verified User
Incentivized
I supervise a program that makes follow up calls to persons leaving residential treatment for substance use disorder.
As our clients discharge, they sign a consent to contact. We enter them into the 'pipeline' as new 'Leads" and after they complete the initial survey they are converted to an "opportunity". We are able to track them through Insightly. We are able to add notes about each contact call made to keep a record of our contacts with them. It has been extremely useful for our program. The initial set up of the program went smoothly and we have been happy with the tech support. If there was an organization who wished to set up a program like ours I would definitely recommend Insightly. This have made our program a success from the documentation to the monthly reports and the ability to work with all the data elements.
Score 10 out of 10
Vetted Review
Verified User
Incentivized
My team uses Insightly to manage intellectual property licensing and training program management within our association management company. Doctors, researchers, students, and pharmaceutical companies submit permission/licensing request forms which are connected to Insightly. We use Insightly requests to manage each step in the licensing process. We also use Insightly projects to manage clinical trial training services.
Score 10 out of 10
Vetted Review
Verified User
Incentivized
Insightly was already leveraged by our sales team and in the past 3 years we adopted it as an operations tool. Data Driven analytics and visibility were a company priority. Because our teams are now using the same primary tool, we now can go to one place to review several different aspects of the business for several different teams.
Score 9 out of 10
Vetted Review
Verified User
Incentivized
We use Insightly as our CRM to manage our 10,000+ customers and prospects. The ability to add custom fields and tags really enhances our use. Also, one year ago, we added the Marketing services and love it. It replaced our use of Mailchimp, and we're really satisfied.
Score 10 out of 10
Vetted Review
Verified User
Incentivized
We use Insightly to manage our childcare recruitment agency. We use Insightly to manage all aspects of our clients and candidates, including biographical information for all parties, tracking appointments, and keeping track of billing. We also use Insightly for lead management and as a tool for sorting through prospective candidates.
Score 7 out of 10
Vetted Review
Verified User
Incentivized
Used exclusively as our business CRM. We use it to retain key data points about our clients and prospects. Additionally, we use it to record a history of completed tasks, actions and communication (primarily email).
September 29, 2023

Insightly is worth it

Score 10 out of 10
Vetted Review
Verified User
Incentivized
We use Insightly to keep client communications in order and link contacts to opportunities. We use it to keep track of lost, open and won opportunities to service the correct people. This application is used in conjunction with other applications we use to keep our business running effectively and efficiently.
Score 10 out of 10
Vetted Review
Verified User
Incentivized
We use Insightly CRM primarily to manage prospective sales of our small group product line. Our leads come in either directly from groups or through agents that we work with so the CRM allows us to stay on top of the opportunity and close the sale. Using Insightly CRM allows us to fully optimize our resources and sell as many groups as we can. It also shows us trends in the data so we can identify populations and niches that we should target.
Rick Lewallen | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Incentivized
I use Insightly daily to manage my tasks, update client contact information, and to track opportunities. Insightly offers users from different departments the ability to pass work and opportunities throughout our enterprise. I also use Insightly for client prospecting, marketing, and e-mail.
Score 9 out of 10
Vetted Review
Verified User
Incentivized
We use this to manage every stage of the solar installation process, from sales, to design, to permitting, to installation, and finally activation. It allows us to have object oriented records for each project stage, all liked back to the original customer record. It is effective and I actually prefer this over sales force classic.
Score 10 out of 10
Vetted Review
Verified User
Incentivized
We use Insightly to manage and organize orders that come in on our website. I work in verifying eligibility for these orders to ensure insurance will cover the cost of the durable medical equipment (breast pump) the customer ordered. Without Insightly it would be challenging to organize the orders so we can most efficiently verify eligibility and get them shipped out to the customer in a timely manner.
Score 8 out of 10
Vetted Review
Verified User
Incentivized
Our organization uses Insightly as our centralized CRM for all business activities.

For us, we needed:
  • A place for Sales to log their pitch calls and closes in one location.
  • A way for marketing related email cadence to be sent out to prospective and active clients
  • A centralized space for our Client Success team to see a client's journey and log client interactions
  • A system to track individual coaching sessions and activities offered by our contractors
  • A centralized location for payment dataA data reporting and dashboarding tool to give leadership insight into the functions of the business.
Within the Insightly platform, we track our sales cycle, contacts, products sold, as well as the administration of the coaching products we sell. Insightly allows us to have a one stop central location of information for all of the teams within our organization and also allows for customization based off of business need.
Emily Wilkinson | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Incentivized
I work in an Admissions Office at a boarding school. We have used Insightly to market to, and manage, our potential student applicant list. Insightly has helped us to market to a wider range of potential candidates than before, as well as streamline our outreach. Insightly has enabled us to contact potential candidates through various employees at our school.
Score 10 out of 10
Vetted Review
Verified User
Incentivized
Insightly is integral to my job function on a day to day basis. In the solar industry, installation projects have a very large scope of work. Without something to aggregate and sort data in an accessible manner, my job would be chaos. I wouldn't be able to be productive in any kind of efficient manner, and that in a sales environment means less money!

If I had to sort everything using spreadsheets, probably half of my day would end up being admin work. I'd never be able to actually perform the job that I've been hired to do.

Insightly lets us keep everything neatly compartmentalized, so that I can quickly grab any info I need on a project and relay that information over to a customer, or coordinate with others within the business.
Score 10 out of 10
Vetted Review
Verified User
Incentivized
We use Insightly to track users in our CRM as well as use it to evaluate and see the entirety of our sales pipeline from leads to acquisitions. Insightly is useful for being able to see exactly where you are in your sales cycle as well as track income earned.
March 10, 2023

Insightly is a Solid!

Score 9 out of 10
Vetted Review
Verified User
Incentivized
We use it as our database for customers, prospects and for records of deliverables with the media outlets. All employeess track and record activities and we use this for marketing outreach as well. This allows our teams to collaborate and share information among departments. It also has been customized for our industry and and streamlines our processes.
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