Insightly Reviews

<a href='https://www.trustradius.com/static/about-trustradius-scoring#question3' target='_blank' rel='nofollow noopener noreferrer'>Customer Verified: Read more.</a>
636 Ratings
<a href='https://www.trustradius.com/static/about-trustradius-scoring' target='_blank' rel='nofollow noopener noreferrer'>trScore algorithm: Learn more.</a>
Score 8.2 out of 100

Do you work for this company? Learn how we help vendors

TrustRadius Top Rated for 2020

Overall Rating

Reviewer's Company Size

Last Updated

By Topic

Industry

Department

Experience

Job Type

Role

Filtered By:

Reviews (1-6 of 6)

Companies can't remove reviews or game the system. Here's why.
April 28, 2017
Phil Cashen | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified User
Review Source

Scalability

7
(+) Being able to download my LinkedIn connections was a huge benefit. (+) I use the task function to stay on top of my follow-up activity which is another positive feature. (+) The sorting capabilities also help me pinpoint the contacts that I need to stay on top of.
(-) When I add a new lead from an existing organization, I would like the organization's information to automatically populate the fields like address, website, description. I enter all that information manually. (-) My mass mailing experience has been tedious due to the email function being interrupted and crashing due to bad email addresses in some of my records. (-) Many of my leads do not have current email addresses. I wish Insightly offered a tool to help find email addresses. I spend too much time researching to find email addresses.



Read Phil Cashen's full review
March 09, 2017
Dwight Zwiener | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Review Source

Scalability

9
As our company has grown with clients and employees, Insightly continues to provide superior service as a CRM. Additionally Insightly support is outstanding with continuous improvements, tools and response time.
Read Dwight Zwiener's full review
February 12, 2015
Meni Lavie | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Review Source

Scalability

7
As the contacts and opportunities grow, Insightly will need to create a better screen filter.
Same goes for the reports - i didnt find any way of saving a report or sending it weekly.
I think that the need to implement better triggers in that sense.
Performance is a different issue - its GREAT!
Read Meni Lavie's full review

Feature Scorecard Summary

Customer data management / contact management (299)
8.7
Workflow management (269)
8.3
Territory management (28)
8.3
Opportunity management (277)
8.1
Integration with email client (e.g., Outlook or Gmail) (281)
8.5
Contract management (21)
6.5
Quote & order management (24)
8.3
Interaction tracking (245)
8.6
Channel / partner relationship management (24)
7.7
Case management (11)
7.0
Call center management (8)
7.2
Help desk management (9)
7.1
Lead management (233)
8.2
Email marketing (188)
7.7
Task management (287)
8.1
Billing and invoicing management (39)
6.0
Reporting (241)
8.4
Forecasting (92)
7.0
Pipeline visualization (240)
8.2
Customizable reports (230)
8.0
Custom fields (262)
7.8
Custom objects (31)
7.6
Scripting environment (6)
6.8
API for custom integration (122)
7.1
Single sign-on capability (201)
8.9
Role-based user permissions (129)
8.4
Social data (25)
6.8
Social engagement (78)
8.0
Marketing automation (99)
7.7
Compensation management (4)
5.1
Mobile access (256)
8.1

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

Has featureCustomer data management / contact management
Has featureWorkflow management
Has featureTerritory management
Has featureOpportunity management
Has featureIntegration with email client (e.g., Outlook or Gmail)
Has featureQuote & order management
Has featureInteraction tracking

Marketing Automation Features

Has featureLead management
Has featureEmail marketing

CRM Project Management Features

Has featureTask management
Has featureReporting

CRM Reporting & Analytics Features

Has featurePipeline visualization
Has featureCustomizable reports

Customization Features

Has featureCustom fields
Has featureCustom objects
Has featureAPI for custom integration

Security Features

Has featureRole-based user permissions
Has featureSingle sign-on capability

Integrations with 3rd-party Software Features

Has featureMarketing automation

Platform Features

Has featureMobile access
Additional Features
Has featureAICPA SOC II Type 1 and Type 2 audited and accredited, and US/EU Privacy Shield and US/Swiss Privacy Shield certified.
Has featureData import & export
Has featureTwo-factor Authentication (2FA)
Has featureSAML-based Single Sign-On (SSO)
Has featureOAuth Single Sign-On (SSO)
Has featureAudit Logs

Insightly Screenshots

Insightly Videos (6)

Insightly Integrations

QuickBooks Online, Dropbox, Mailchimp, Xero, Slack, HubSpot Marketing Hub, Marketo, Pardot, Box, Zapier, PandaDoc, Google Drive, Evernote, Gmail, G Suite/Google Apps, Microsoft Office 365 & Outlook

Insightly Competitors

Insightly Pricing

Starting Price: $29

  • Has featureFree Trial Available?Yes
  • Has featureFree or Freemium Version Available?Yes
  • Has featurePremium Consulting/Integration Services Available?Yes
  • Entry-level set up fee?No
EditionPricing DetailsTerms
Marketing - Plus$299per month
Marketing - Professional$599per month
Marketing - Enterprise1,299per month
CRM - Plus$29per user/per month
CRM - Professional$49per user/per month
CRM - Enterprise$99per user/per month

All plans are billed annually.

Insightly Support Options

 Free VersionPaid Version
Forum/Community
FAQ/Knowledgebase
Video Tutorials / Webinar
Email
1-on-1 Onboarding Sessions

Insightly Technical Details

Deployment Types:SaaS
Operating Systems: Unspecified
Mobile Application:Apple iOS, Android
Supported Languages: English, French, Portuguese, Spanish, German, Italian

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 $29.

What is Insightly's best feature?

Reviewers rate Single sign-on capability highest, with a score of 8.9.

Who uses Insightly?

The most common users of Insightly are from Small Businesses and the Computer Software industry.