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
(1-5 of 5)Companies can't remove reviews or game the system. Here's why
April 19, 2024
Insight into our recovery program.
I supervise a program that makes follow up calls to persons leaving residential treatment for substance use disorder.
As our clients discharge, they sign a consent to contact. We enter them into the 'pipeline' as new 'Leads" and after they complete the initial survey they are converted to an "opportunity". We are able to track them through Insightly. We are able to add notes about each contact call made to keep a record of our contacts with them. It has been extremely useful for our program. The initial set up of the program went smoothly and we have been happy with the tech support. If there was an organization who wished to set up a program like ours I would definitely recommend Insightly. This have made our program a success from the documentation to the monthly reports and the ability to work with all the data elements.
As our clients discharge, they sign a consent to contact. We enter them into the 'pipeline' as new 'Leads" and after they complete the initial survey they are converted to an "opportunity". We are able to track them through Insightly. We are able to add notes about each contact call made to keep a record of our contacts with them. It has been extremely useful for our program. The initial set up of the program went smoothly and we have been happy with the tech support. If there was an organization who wished to set up a program like ours I would definitely recommend Insightly. This have made our program a success from the documentation to the monthly reports and the ability to work with all the data elements.
- 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!
47.142857142857146%
4.7
N/A
N/A
45%
4.5
100%
10.0
80%
8.0
26.666666666666664%
2.7
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
- The product works very well for our organization
- The price of the program has met our expectation financially
- Our reporting ability has been outstanding
The ability we have to follow up with people and set up follow up dates with them works very well for us.
We have tried to use Google docs and spread sheets to track our information unsuccessfully
3
Everyone that uses Insightly are working on communications with client who have recently been discharged from substance use residential treatment. We utilize this platform to 'track' our contacts with each of them.
1
One person does the support for this platform.
- Client tracking
- Client notes
- Data collection
- We use it to keep tack of clients progress in thier recovery
- Not sure.
No
- Ease of Use
We needed to find something that would work for us with the information we needed to collect.
- Implemented in-house
No
- Population all the data that needed to be collected to fit our needs was the most time consuming.
- Online Training
Yes. We purchased the extra support because our needs are ever changing.
No
Yes. When we first purchased the product, we had a guy that spent a lot of time with us. He helped us set up the system tobe able to fit our needs. He was great! Very patient and spent a good amount of time with us.
- The ability to keep track of our clients and schedule our next contacts with them.
- The data tracker is very simple
- Sometimes generating reports has been difficult to learn.
- In our situation, we needed more space for client notes.
August 05, 2022
How insightful is insightly?
Score 10 out of 10
Vetted Review
Verified User
Our entire company uses Insightly. It allows us to stay on task and communicate about our projects, prospects, and conversations had with over 200+ clients with each other. It allows us to manage tasks and our employees productivity. Before we used insightly we had a difficult time knowing who was doing what with whom. Less headaches all around.
- Manages tasks
- Tracks prospects
- Keeps track of client communication
- Ability to hide old clients
- Deleting a task removes notes we sometimes wish to keep.
52.857142857142854%
5.3
N/A
N/A
65%
6.5
80%
8.0
70%
7.0
53.33333333333333%
5.3
80%
8.0
N/A
N/A
40%
4.0
90%
9.0
- Tracking leads
- Project Management
Our Project Management team has found a lot of success in optimizing our tasks and customer experience.
Insightly offers a unique experience and that was exactly what we were looking for.
4
It is our CRM, Sales Tool, and Task Manager system.
4
Detail oriented, systems focused individuals. The training is the easy part, the data entry portion requires management.
- Tracking project status.
- Keeping in touch with clients.
- Alerting our database of updates in real time.
- Tracking prospects and referrals.
- Sending out mass alerts for software or system updates.
- Pitching the same project to a large base.
- Sales team management
Yes
SalesForce many years ago.
- Price
- Product Features
- Product Usability
No
- Implemented in-house
No
Change management was a small part of the implementation and was well-handled
- None
- Online Training
Yes - we have customized the interface extensively
My admin did it.
Didn't get offered this feature.
Yes
Yes. Took time, but it was resolved.
When we were thinking of leaving they set up a meeting to compare what we were looking at to what they offer, it was very helpful.
- Customer Information
- Project Tasks
- Proposal Status
- App
Yes
It is less intuitive than the desktop version. I wish it would integrate better with voice.
No
No
Yes
October 14, 2021
Insightly makes our project stage tracking flow smoothly
Insightly is used across our whole company. It helps keep track of all projects and at what stage our projects are in, as well as all contact information for our customers/clients. Insightly is used on a daily basis and we update it regularly as contacts/jobs/emails often change. We love using it and it is so easy to maneuver around to find whatever we are looking for.
- Keeps track of projects
- Keeps track of contacts for each project
- Easy to change information is contacts change
- Maybe add some editable entry points
68.57142857142857%
6.9
N/A
N/A
N/A
N/A
50%
5.0
50%
5.0
N/A
N/A
100%
10.0
N/A
N/A
N/A
N/A
N/A
N/A
- Saves us in regards to paying someone else to keep track of all information
4
The president of the company, chief officer of operations, office manager and IT manager all use Insightly for tracking jobs/projects and keeping track of all contacts. We use it on a daily basis and I love it....keeps everything in one place. Very easy to navigate and use for even those new to it!!
- Tracking jobs/projects
- Keeps all contacts in one place
- Easy to find any email for a contact
- Keeping track of all contacts
- Keeping track of all jobs/projects in all stages
- Use it for mailing - easy to locate addresses
- Keep track of payments made by customers
- Connect it thru Quickbooks - that way we don't have to double enter information
Not Sure
- Product Features
- Product Usability
- Product Reputation
The product features are easy to learn/use. Our company works with a lot of different customers within a few states and it is very easy to group customers together with a common word/phrase. The usability has been very helpful to our business in keeping everything in one place.
N/A
- Don't know
- in-person training
No
We have not had any need to call support for any issues/problems with Insightly that warranted a call. I am very happy with Insightly and how it has been working/helping our company keep all information in one spot!!
- Checking status of jobs/projects
- Entering and finding contact information
- Using to make a mailing list
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.
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.