We love the Insightly CRM
We use Insightly as our CRM to manage contacts, leads, and opportunities and build sales pipelines and dashboards. The ease with which …
Starting at $0 per month Up to 2 users
View PricingOverview
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…
Recent Reviews
How Insightly Differs From Its Competitors
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
- Customer data management / contact management (365)8.787%
- Task management (356)8.585%
- Opportunity management (332)7.979%
- Integration with email client (e.g., Outlook or Gmail) (338)7.676%
Reviewer Pros & Cons
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
Product Demos
Insightly CRM Demo
Vimeo
Features
Return to navigation
Product Details
- About
- Integrations
- Competitors
- Tech Details
- FAQs
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
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 Integrations
Insightly Competitors
Insightly Technical Details
| Deployment Types | Software as a Service (SaaS), Cloud, or Web-Based |
|---|---|
| Operating Systems | Unspecified |
| Mobile Application | Apple iOS, Android |
| Supported Languages | English, 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.
Reviewers rate Custom fields highest, with a score of 9.1.
The most common users of Insightly are from Small Businesses (1-50 employees).
Comparisons
Compare with
Reviews and Ratings
(801)Attribute Ratings
Reviews
(1-3 of 3)Companies can't remove reviews or game the system. Here's why
December 04, 2018
Insightly - Exceeds Expectations
We use Insightly across the organization for customer relationship management at each stage in the sales funnel: from potential leads to proposal to executed contract. Streamlines access to all contacts and links to organizations for a visual of each person's role in the organization. User-friendly workflow for task and project management, as well as assigning tasks to remote users for transparency when needed or privacy options for specific tasks or projects.
- User-friendly database set up via import of contacts from multiple sources
- On-going support and training: live webinars, recordings or on-line Q&A are invaluable
- Reporting flexibility and ease of adding custom fields
- Accessablity from multiple platforms: I use it daily on my desktop, laptop & Android
- Recurring task management could use more flexibility on the triggers
- Emails are kept in one repository & don't link directly to the project/person referenced
- QuickBooks not accurate if multiple projects/subcontracts for one client
- Customer support is non-existent: no phone help, online chat or ticketing helpdesk system. Just post a question & wait to see if someone answers it!
90%
9.0
N/A
N/A
95%
9.5
73.33333333333333%
7.3
86.66666666666666%
8.7
80%
8.0
50%
5.0
80%
8.0
60%
6.0
90%
9.0
My main goal for obtaining Insightly was to gather all existing contacts in one user-friendly database, expanding the list to capture leads/opportunities as they arose. It was crucial that there was an easily traceable method for creating various workflow scenarios based on the type of lead. All these outcomes are achieved with Insightly. As well, calendaring and editing tasks is straightforward and highly visible. When tasks are worked on, the results are published to the administrator to make accountability built into the process.
After extensive research, I chose Insightly due to: colleague recommendations, online research of various CRMs for smaller businesses, price point, and finally a free trial usage was the deciding factor! Again, the reason I've stayed with Insightly is the on-going training and support they provide. It's far superior to high-end (e.g. Expedition, Prolog, PMWeb, EADOC) PMIS support that I've experienced in 20+ years of construction program panagement!
2
General business operations, sales/ marketing/website IT.
1
I'm the primary user of Insightly and do the bulk of data entry myself as I'm involved in the majority of customer (& prospect) contact. Although I do have quite a bit of database experience, wouldn't say that is a necessity to get started using Insightly. My 'Virtual Assistance' handles the mass mailing piece using Mail Chimp.
- Tracking the Sales Funnel LifeCycle
- Tracking all contacts: potential clients to clients, referral partners, competition, subcontractors, vendors, etc
- Tra
- Tracking a Project: from Planning through Execution and invoicing on to Closeout.
- More mass mailing options via MailChimp
- Creating more reports to analyze Clients and Potential Clients
Yes
- Price
- Product Features
- Product Usability
At this price point, the functionality can't be beat!
- Online training
No
The cost is exhorbitant... I'm a solo-preneur and not willing to pay $1500-3000/ year (in addition to the licensing fee.)
I would be willing to pay on an on-call basis, but that's not an option :-(
I would be willing to pay on an on-call basis, but that's not an option :-(
- Quickbooks
- Mailchimp
Quickbooks was simple to integrate (payments, invoices & estimates), but I wouldn't say it was successful or useful.
MailChimp was integrated by a virtual assistant & I don't believe it was difficult.
MailChimp was integrated by a virtual assistant & I don't believe it was difficult.
June 19, 2017
Big CRM system for us small guys
We have a broad selection of stakeholders in our sales process. This might mean contacts from an end-user, integrator, partner vendor, architect and consultant all being involved in the process of taking a proposal through for lead to delivery. Managing roles was one of the challenges we looked at when deciding upon a CRM system.
- The identification of roles within a process or organisation is excellent. Being able to tag correspondence to a particular job is also a real benefit. We have customers working on multiple projects and therefore being able to say that this email or file relates to project a, and this one to project b etc., is a very good way of organising the process.
- We have a couple of tech guys who send the occasional customer facing email, not enough to warrant them having full access to the system. We simply get them to BCC to the insightly mailbox and can see their correspondence on the homepage ready to be 'filed' away.
- We use opportunities a lot and this is excellent but not much different from other packages. Projects is a bonus as it is used for new product development as well as jobs that have moved from opportunities to orders. Something that previous CRM systems have not offered.
- Integration with MailChimp is something that we have now started using and it is excellent. Really excellent. It has taken our marketing to a new level.
- Outlook for Mac OS integration (selfish I know, and there are lots of other integration methods that are very good).
- Customer support tickets. Some form of support system is quite key to the customer process and I am surprised there is not either a really tight link to an app or a module available for Insightly. I have seen this requested by other users on the forums and the answer has been that it is on the roadmap but this has been well over a year now. I think it's something that should be a priority.
- The IOS app wasn't for me. I found it quicker to open my MacBook and get online than I did to try and use the app. Personal opinion and I am sure there are others that love it. There is too much data to get a full customer position on a small scaled down app on a small scaled down screen I guess.
78%
7.8
N/A
N/A
80%
8.0
50%
5.0
23.333333333333336%
2.3
35%
3.5
60%
6.0
60%
6.0
N/A
N/A
40%
4.0
- Centralized contact management
Our primary source of contact with our clients is email. Insightly is very good at capturing all correspondence from all employees and then allowing you to put them in the right place.
- Salesforce and ACT
We had previously used Salesforce, which became an expensive and complicated beast for our use. We then moved to ACT! for a short period but despite the rebranding to Sage and offering of true back office integration it never made the leap and its lack of a cloud solution at the time was a problem. We therefore look at solutions that would integrate with our accounts package (Xero).
We use Xero for our accounts package and this keeps addresses between our CRM and accounts system in sync. It also allows users of the Insightly system to see the worth of the customer as they are dealing with them in terms of turnover, outstanding invoices etc. Integration between Xero and Insightly allows the creation of invoices, we find this less useful as it is unlikely we would go straight from enquiry to invoice. It would be nice to create a quote from Insightly to Xero.
For MailChimp we simply ensure that contacts are managed on the correct lists. The integration is not much more than push from Insightly to MailChimp. This could be improved in the event of a bounce from MailChimp creating a flag in Insightly.
For MailChimp we simply ensure that contacts are managed on the correct lists. The integration is not much more than push from Insightly to MailChimp. This could be improved in the event of a bounce from MailChimp creating a flag in Insightly.
February 12, 2015
Insights about Insight.ly
Insighly is used as a CRM in my company, and other companies I have implemented it for. The main use is to sync customer related tasks between employees. The idea is simple: Keep everything related to customers in one place, such that if you need to talk to your customer you know the business history, even if you are not the person who spoke to the customer last time.
Say I have a customer who is waiting for me to send him an invoice: If i was to write an email to the person who is handling the invoices, i would have to tell him that i need to generate an invoice for: the customer name, the service that we sold to him, with X percent discount and to send it to the following address. Say I took the time to write all of this mail: now I have to follow up on it!
When one system is used between all company employees it's just made simpler: I just have to go to the relevant opportunity and create a task in the system for the invoice guy in my company, and when he opens it he can see in one glance all the details mentioned above, and mark task as complete.
Say I have a customer who is waiting for me to send him an invoice: If i was to write an email to the person who is handling the invoices, i would have to tell him that i need to generate an invoice for: the customer name, the service that we sold to him, with X percent discount and to send it to the following address. Say I took the time to write all of this mail: now I have to follow up on it!
When one system is used between all company employees it's just made simpler: I just have to go to the relevant opportunity and create a task in the system for the invoice guy in my company, and when he opens it he can see in one glance all the details mentioned above, and mark task as complete.
- Task management
- Integration with DropBox, Google Docs and generally Google apps
- Very easy to customize
- Save reports - once a report is generated you can't save the template and you have to deal with the logic every time.
- Push reports by schedule - like Google Analytics, for example.
- To allow me to get a periodic feed to my inbox.
- Group Editing - say i wish to push my opportunities in one activity - why do i have to go one by one?!
- Save image - I would like to see to system only with the data that existed 6 month ago or 10 minutes ago.
- Views for users - just watching the list of opportunity name is not enough, I would like to know more details if I am the technical person, and different details if I am the sales person.
76.66666666666667%
7.7
N/A
N/A
N/A
N/A
50%
5.0
45%
4.5
50%
5.0
N/A
N/A
40%
4.0
35%
3.5
90%
9.0
- Better customer service, as everyone can see what he needs to see about the customer
- The business model is great - up to 3 people for free - this allows you to get started and get used to the system, making integration with employee #4 very easy.
- Sales is functioning better as the information and notes are passed between the employees.
- Task management is made and Project management is done much easier.
- Salesforce.com,Salesforce Service Cloud,Zendesk,SugarCRM
- Mobile integration was the best.
- Creating links between objects is made very easy.
- Very easy to customize.
- Free at first and providing a lot of value.
- Price competitive - Best value for money .
Sales
Marketing
CFO
CEO
Customer Support
Marketing
CFO
CEO
Customer Support
1
Be able to understand system needs, organization needs from the business persperctive as well as the technical side of things.
This person needs to be able to create a detailed spec that will provide a picture of the organizational work processes used in your company, and be able to implement it.
No real coading skills are needed in case you dont need anything unusuall.
This person needs to be able to create a detailed spec that will provide a picture of the organizational work processes used in your company, and be able to implement it.
No real coading skills are needed in case you dont need anything unusuall.
- Create and manage tasks per user for each Customer, Opportunity or Project
- Keeps the information in one place, allowing me to see which offers i have made to which customers 8 month ago
- Project management is made easy as you can see what every person is doing and why or where things are delaying in the organization.
- We can tell our user value, due to our tagging system.
- Predictive analysis of what is works best from marketing perspective.
Yes
Replaced SugarCRM that was running in house.
The SugarCRM was so slow on my systems, and i didnt want to start the migration process as i was not too much happy with it either way.
Prior to that I had a lot of experience with SalesForce, but it was an overkill in terms of the system we needed.
The SugarCRM was so slow on my systems, and i didnt want to start the migration process as i was not too much happy with it either way.
Prior to that I had a lot of experience with SalesForce, but it was an overkill in terms of the system we needed.
- Price
- Product Features
- Product Usability
- Prior Experience with the Product
A CRM must be user friendly, otherwise no one will use it and the employees will hate it.
Since Insightly allows you to like everything to eveything using a great UI, and on your mobile, I went for it.
Since Insightly allows you to like everything to eveything using a great UI, and on your mobile, I went for it.
I wouldn't.
I am happy that I had a crappy CRM [sugar] before, and that I already used SalesForce to know that I am not missing out on anything although I dont pay the same price.
I am happy that I had a crappy CRM [sugar] before, and that I already used SalesForce to know that I am not missing out on anything although I dont pay the same price.
- Implemented in-house
Yes
- Phase one: info needed in order to get you to start working
- Phase 2: using the system
- Phase 3: customise by usage needs.
- Phase 2: using the system
- Phase 3: customise by usage needs.
- Making the desicion to use the product in company level
- Email matching and auto filtering
- Self-taught
If you ever worked with a CRM, then this is not going to be any different.
After being an admin on Salesforce it was great working with this lightweight user friendly CRM.
After being an admin on Salesforce it was great working with this lightweight user friendly CRM.
Naming is crucial for the users to understand what they need to do. When naming new activities or steps think of the new employee that will need to understand what he\she are seeing.
Make sure most of your contacts have an organisations linked to it and that opportunities are connected to the organisation and not the contact - makes your life easier when you import and export the data.
Also, utilize the calendar so that every person in the company can see the milestones and events related to them.
Make sure most of your contacts have an organisations linked to it and that opportunities are connected to the organisation and not the contact - makes your life easier when you import and export the data.
Also, utilize the calendar so that every person in the company can see the milestones and events related to them.
No - we have not done any customization to the interface
No - we have not done any custom code
My contacts have a custom field named contact_type.
This tagging allows me to understand if the contact is a Lead\Partner\Reseller\Supplier.
When I spoke to the support guys in Insight.ly they told me that they are going to add there will soon be another entity called lead and its a kind of a contact.
This is true for Feb 2015, so I hope they will release it during March or April.
This tagging allows me to understand if the contact is a Lead\Partner\Reseller\Supplier.
When I spoke to the support guys in Insight.ly they told me that they are going to add there will soon be another entity called lead and its a kind of a contact.
This is true for Feb 2015, so I hope they will release it during March or April.
- Link objects to each other
- Create funnels
- Customize
- hebrew support :(
- edit multiple fields
- email directly to project
- calendar does not appear in mobile version
Yes
very good, too bad it does not include the calendar.
I think the mobile interface is mainly for showing purpases, as it should be.
I think the mobile interface is mainly for showing purpases, as it should be.
- EverNote
- DropBox
- Google Apps
copy and paste the relevant API Key from the user settings.
- Need to verify the MailChimp, but it looks nice and i think im gonna try it
I think they do, but either way i expect them to :)
- File import/export
- API (e.g. SOAP or REST)
trigers by mail?
automatically attach mail to the right project or opportunity
automatically attach mail to the right project or opportunity
Try being as detailed as you can in understanding the workflows in your company, only then start to implement it on the system.