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Insightly

Insightly

Starting at $348 per year per user
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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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Learn from top reviewers

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

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Pricing

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Plus

$29

Cloud
per month (billed annually) per user

Professional

$49

Cloud
per month (billed annually) per user

Enterprise

$99

Cloud
per month (billed annually) per user

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

Starting price (does not include set up fee)

  • $348 per year per user
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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.

7.2
Avg 7.7

Customer Service & Support

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

7.1
Avg 7.6

Marketing Automation

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

5.8
Avg 7.7

CRM Project Management

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

6.6
Avg 7.6

CRM Reporting & Analytics

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

7.7
Avg 7.6

Customization

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

6.7
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.

7.5
Avg 8.4

Social CRM

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

7.4
Avg 7.4

Integrations with 3rd-party Software

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

5.9
Avg 7.4

Platform

6
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. 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

Insightly Screenshots

Screenshot of Insightly's lead status and activity tracking, available so that nothing falls through the cracks.Screenshot of the reporting feature, which provides insight into sales and productivity performance.Screenshot of the Insightly Opportunities dashboard.Screenshot of Insightly on mobile.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 $348.

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

Reviewers rate Customer data management / contact management highest, with a score of 8.4.

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

View all alternatives
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Reviews From Top Reviewers

(1-5 of 418)

A Real insights for Insightly

Rating: 6 out of 10
February 03, 2025
NM
Vetted Review
Verified User
Insightly
6 years of experience
  • Sales process streamlining
  • Project management work
  • Sending promotional emails to customers
  • tracking the sales process or deals
  • Managing customer relations by making the data more personalized
  • Getting insights of what is going on in the campaign
Cons
  • UI
  • Its integration with multiple softwares
  • Sometimes the main pin points are missing in the software which restrict its uses
  • Also its limited customization hinders our process
  • You should improve the email template by drag and drop feature

Insightly is a game changer!

Rating: 10 out of 10
February 12, 2025
Vetted Review
Verified User
Insightly
1 year of experience
  • takes invoicing data from Opportunities and creates invoices in QBO
  • manages out projects with auto tasks and emails
  • helps us manage employee capacity
  • gives us sightline to our sales pipeline
Cons
  • integrating emails to projects and opportunities
  • provide examples of how other clients use Insightly

User Review of Insightly

Rating: 7 out of 10
February 03, 2025
Vetted Review
Verified User
Insightly
3 years of experience
  • Tracking what stage of the sale cycle a client or prospective client is in.
  • Tracking all communication with contacts and leads
  • Tracking data and detailed information of sales
Cons
  • The auto-fill function in Opportunities often does not pull information from the linked Contact
  • There are often issues with LinkMatch when adding a prospect from LinkedIn - I will add certain information from the LinkMatch extension on a prospect's LinkedIn page, save it, and then open it in Insightly to find that the information did not save and needs to be added manually.

Reasonable product but slowly falling behind

Rating: 7 out of 10
February 27, 2025
Vetted Review
Verified User
Insightly
7 years of experience
  • Custom data fields
  • Oversight of business operation
  • Advanced yet simple reporting and filtering
Cons
  • In my opinion, CRM innovation has been near non-existing for many years, preferring to spend their efforts in other business lines such as a marketing platform
  • Two-factor authentication only available at the entreprise level. Enough of a reason on its own to seek alternatives.
  • Some localisation issues for non-US users.
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