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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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Useful Tool!

8 out of 10
March 13, 2023
Incentivized
We will be using Insightly more as a company going forward, but for now I have mainly used the Projects module to track hiring decisions.
Continue reading
Read all reviews

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 (355)
    8.5
    85%
  • Opportunity management (332)
    7.9
    79%
  • Integration with email client (e.g., Outlook or Gmail) (338)
    7.6
    76%

Reviewer Pros & Cons

View all pros & cons
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Pricing

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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.

7.7
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.

8.1
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

(799)

Attribute Ratings

Reviews

(1-25 of 395)
Companies can't remove reviews or game the system. Here's why
Score 9 out of 10
Vetted Review
Verified User
Incentivized
  • Ease of entering new people into the system and tracking them.
  • Ability to have data summaries at our fingertips.
  • The helpful Insightly staff we have interacted with through customer service and technical support.
  • The ability to ensure people listed as contacts are integrated into the 'leads' or opportunities.
  • This is difficult for me because there are so many ways to utilize this program.
  • My only other comment is that I need to learn more!
Score 10 out of 10
Vetted Review
Verified User
Incentivized
  • Customizable objects and fields to meet our needs
  • Ability to connect our website forms to Insightly request records
  • Pipeline stages to track each step in the process
  • Linking contacts and organizations
  • Assigning tasks to other team members
  • The Inquiry feature is missing some functionality, so it is not as useful as the Request feature
  • The Actual Close Date does not autofill when a Request record is closed and marked as Lost/Abandoned
  • The customizable objects and fields are very useful but the System Settings interface could be more user-friendly
Score 10 out of 10
Vetted Review
Verified User
Incentivized
  • Support>It feels like a partnership and support is a critical asset to consider when adopting new tools
  • Customization>The ability to customize with custom objects has allowed us to utilize Insightly in unique ways.
  • Customer Feedback>They very much are interested in soliciting client feedback when it comes to product planning.
  • Project object expansion>Adding more customizable/project management functionality to the project object would be beneficial
  • Custom objects have some limitations, would be great to have the same customization as you do with the standard objects
  • Enhancing the team/queue functionality would be great for large teams
Score 10 out of 10
Vetted Review
Verified User
Incentivized
  • schedule interviews and other appointments between our clients and candidates
  • track client interactions
  • track candidate interactions
  • the Opportunities dashboard was hard to customize for our use case
  • mandatory color orange interface not my favorite
  • some bugs (e.g. under "CHOOSE COLUMNS" can't use search bar to find an item)
Score 7 out of 10
Vetted Review
Verified User
Incentivized
  • Custom data fields
  • Oversight of business operation
  • Advanced yet simple reporting and filtering
  • 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.
September 29, 2023

Insightly is worth it

Score 10 out of 10
Vetted Review
Verified User
Incentivized
  • Displays tasks in an organized manner
  • Easy-to-use system
  • Allows for custom categories in contacts and opportunities
  • Allows you to see others’ task lists
  • More personalization
  • Hover over notes to see the body instead of having to click it
  • Being able to open notes as pop-ups
  • More effective task organization
  • Allow for team members to remove tasks from set stages when not applicable
Score 10 out of 10
Vetted Review
Verified User
Incentivized
  • A modern CRM that is very organized and easy to use
  • The dashboards are very easy to put together with an unlimited amount of customization which allows you to have a clear snapshot of the state of the business objectives
  • The Insightly support team, is there to help at the drop of a dime and want to do everything they can to help you succeed. They will not only help you with your asks but make suggestions from their plethora of intel.
  • There are some minor glitches such as the screen freezing up. You can fix this by refreshing the page and it doesn't happen often but when it does, it does disrupt the flow.
  • Pulling a report from multiple objects is limited. You have a lot of options but there are some things you want to be able to pull in together and you can't.
  • Items such as Contacts and Organizations don't always link together.
Rick Lewallen | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Incentivized
  • Cost effective CRM solution
  • Tools to merge duplicate contacts and organizations in the CRM
  • Google Integration
  • Ability to customize for our enterprises
  • Robust phone integration
  • Need for a dedicated client prospecting module
  • Speed of automations
March 13, 2023

Useful Tool!

Score 8 out of 10
Vetted Review
Verified User
Incentivized
  • Keeps all relevant documents in one place
  • Uploads email correspondence related to the project
  • Can keep track of all parts of the project in one central place
  • Outlook Add-In consistently does not work properly
  • Photos from email signatures upload in the files section automatically
  • A bit confusing to differentiate between the Pipeline Stage and the Project Status.
Score 10 out of 10
Vetted Review
Verified User
Incentivized
  • Increase productivity.
  • Work from anywhere.
  • Assembles reports to more effectively verify eligibility.
  • It does not automatically populate NPI information when I confirm the HCP is in our database.
  • Unable to add multiple addresses for one HCP in the database.
  • When a customer enters their name as HCP, it does not recognize it and kicks it back.
Score 8 out of 10
Vetted Review
Verified User
Incentivized
  • Client Support
  • Ability to customize the system
  • Ease of setting up permissions for users
  • Inclusive use of appconnect
  • Being able to calculate certain business metrics such as LTV
  • Ability to see record count as records are limited
Emily Wilkinson | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Incentivized
  • Manage lists of potential candidates
  • Send emails and marketing materials from different individuals in our organization
  • Reach a wider audience than in the past
  • Timing of reach-out emails to incorporate information from various individuals
  • Notification that communication has been sent out, regardless as to who in the organization is sending the emails
Score 10 out of 10
Vetted Review
Verified User
Incentivized
  • Keeps track of my leads, opportunities, and projects.
  • Configurable and customizable to our specific business model.
  • Lends visibility to people who need it.
  • User interface could be polished a bit, looks a bit rough as of now.
March 10, 2023

Insightly is a Solid!

Score 9 out of 10
Vetted Review
Verified User
Incentivized
  • Storage of records for clients and projects
  • Streamlines communications between departments
  • Allows for fast emails and mass communications
  • More flexibility on pull down descriptions
  • Interfacing with Google better, especially emails
  • Search more intuitive
March 10, 2023

Insightly is great!

Score 9 out of 10
Vetted Review
Verified User
Incentivized
  • Allows a great a clear way to set up a customers project
  • Keeps track of clear changes by name of whag was done before and after
  • Allows us to make different reports and run them to break them down simpliar
  • Insightly lags when connected to phone systems
  • Insightly lags when connected to jorform
  • Insightlg lags when connected go Panddoc
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