Insightly

Insightly

Customer Verified
Top Rated
About TrustRadius Scoring
Score 7.8 out of 100
Top Rated
Insightly

Overview

Recent Reviews

Insightly is worth it

8 out of 10
August 01, 2022
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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Insightly: Good-value CRM

8 out of 10
July 21, 2022
Insightly helps me keep track of outreach tasks and acts as a contacts repository. As soon as I meet a new contact, I enter those details …
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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 (315)
    8.4
    84%
  • Opportunity management (289)
    8.0
    80%
  • Task management (301)
    7.7
    77%
  • Integration with email client (e.g., Outlook or Gmail) (293)
    7.1
    71%

Reviewer 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

Features Scorecard

Sales Force Automation

7.5
75%

Customer Service & Support

7.1
71%

Marketing Automation

7.4
74%

CRM Project Management

7.0
70%

CRM Reporting & Analytics

7.6
76%

Customization

7.8
78%

Security

8.1
81%

Social CRM

7.4
74%

Integrations with 3rd-party Software

6.2
62%

Platform

8.0
80%

Product Details

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

  • 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 Track 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 your 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 TypesSaaS
Operating SystemsUnspecified
Mobile ApplicationApple iOS, Android
Supported LanguagesEnglish, French, Portuguese, Spanish, German, Italian

Frequently Asked Questions

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.

Insightly starts at $0.

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

Reviewers rate Custom fields highest, with a score of 8.7.

The most common users of Insightly are from Small Businesses (1-50 employees) and the Information Technology & Services industry.

Comparisons

View all alternatives

Reviews

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