Insightly Overview

What is Insightly?

The world’s most popular CRM software for Google and Office 365 users, Insightly is the CRM of choice for growing teams across all industries, including manufacturing, professional services, media & communications, technology, and construction.
With Insightly, all your critical sales and business data—leads, contacts, emails, events, quotes, projects, tasks, sales opportunities, and business reports—are organized and secure in one place. As a result, you and your team have the most up-to-date customer information at your fingertips at all times, helping you align teams, speed up the sales cycle, and provide consistently great customer experience throughout the entire customer journey.

Use Insightly’s custom objects and apps to tailor workflows and processes to your unique business needs and preferences, ensuring high adoption and satisfaction. Easily integrate Insightly with other tools, including email, file management, accounting, and messaging platforms. For any other integrations, Insightly offers an open (and free) RESTful API, webhooks, or Lambda functions to enable seamless data synchronization.

Insightly Overview

Pricing

Starting from
$29.00/month

Pricing options

Free Trial
Free
Subscription
Value for money

Free:
$0 (Free for up to 2 users)

Plus
$29/user/month (billed annually)

Professional
$49/user/month (billed annually)

Enterprise
$99/user/month (billed annually)


Insightly Features

Devices
Business size
S M L
Markets
United States, Canada, United Kingdom, Australia, China and 3 others, India, Japan, Germany
Supported Languages
English, French, Portuguese, Spanish

Media

Manage business relationships - customers, vendors and employees in one place
Track lead activity and status so nothing falls through the crack
Reports provide insight into sales and productivity performance
Use pipelines or milestones to track project deliverables and progress
Manage your business on the go with Insightly's mobile app
Gain valuable insight into the most important aspects of the business with reports and dashboards
Powerful and flexible pipelines that automate your sales process
Insightly video Insightly video Insightly screenshot: Manage business relationships - customers, vendors and employees in one place Insightly screenshot: Track lead activity and status so nothing falls through the crack Insightly screenshot: Reports provide insight into sales and productivity performance Insightly screenshot: Use pipelines or milestones to track project deliverables and progress Insightly screenshot: Manage your business on the go with Insightly's mobile app Insightly screenshot: Gain valuable insight into the most important aspects of the business with reports and dashboards Insightly screenshot: Powerful and flexible pipelines that automate your sales process

Insightly Reviews

Insightly Reviews

Overall rating
3.9
/
5
Excellent
167

Very good
199

Average
75

Poor
16

Terrible
27

Value for Money
3.9
Features
3.8
Ease of Use
3.9
Customer Support
3.7
76% recommended this app
Elizabeth P.

Manage your business relationships with Insightly

Insightly CRM has offered us a solution to practically all our samples, thanks to it I have obtained a lot of reliability to the projects that are carried out in the office maintaining the conviction that we constantly obtain more and better results. It is fully customizable and adaptable to our requirements, also thanks to this we have been able to capture a large number of new customers, renew contracts and interests with customers within our company. It is a very attractive tool and the results have been very professional, its functionality is totally successful and will recover your investment in the blink of an eye, do not miss the opportunity to obtain a system to manage relationships with your customers and enhance each area that makes up your company, being fully customizable to whatever your requirement.


Joshua K.

Brings all record-keeping together

We have only been using Insightly for a couple of weeks, but overall I've liked it a lot. Prior to using Insightly, we were manually note-taking in Word documents for each client. Each time that a lead was converted, we then had to go and update everything. Now that we are able to integrate all of our notes, contacts, emails, etc. into one system, the workload has drastically lightened.


Shannon G.

It is perfect platform for earning great business reputation

Insightly gives us many different idea of report generation and allows managing delivery time periods. I think there is no Good app other then this to keep good estimation of sales funnel.


Iain M.

Long time user verging toward long-suffering user

This is a product I wanted to like so much. We have been using Insightly for many years. We were attracted to it because it combined CRM and Project Management. Over the years they have improved the CRM aspect, but have left PM virtually untouched. Their support is haphazard and they often introduce new *features* which cause problems - like the day Google Contact Sync stopped working, or the day Google Contact Sync started duplicating contacts in Google etc. Because we signed up so long ago, we have an excellent pricing model. If we were paying more I would be really dissatisfied.

Oh and they are just appalling at sharing their product roadmap. It's like driving a manual shift car as the mechanic is fitting new gears as you speed up.


José luis O.

A complete CRM for mid business

A good option if you are new in CRM since is a fair cost and price valued software. Easy to integrate to Google and G suites as well as to export all the contacts and information needed.


Elizabeth P.
Industry: Marketing & Advertising
Company size: 5,001-10,000 Employees

Manage your business relationships with Insightly

Used Daily for 1+ year
Reviewed on 2/26/2020
Review Source: Capterra

Insightly CRM has offered us a solution to practically all our samples, thanks to it I have obtained a lot of reliability to the projects that are carried out in the office maintaining the conviction that we constantly obtain more and better results. It is fully customizable and adaptable to our requirements, also thanks to this we have been able to capture a large number of new customers, renew contracts and interests with customers within our company. It is a very attractive tool and the results have been very professional, its functionality is totally successful and will recover your investment in the blink of an eye, do not miss the opportunity to obtain a system to manage relationships with your customers and enhance each area that makes up your company, being fully customizable to whatever your requirement.

Pros

Insightly has worked great to be able to direct excellent relationship management with our clients, either by creating them or maintaining them in a wide range of industries in a wide variety of fields, be they consulting, health, manufacturing, among others. Thanks to this tool we have been able to generate consistent quotes much more quickly taking advantage of all kinds of opportunities.

Cons

It is a bit difficult to maintain the integration or even integrate it with other tools, just as they do not present frequent updates and they are not very striking either, but in general terms I can confirm its excellent functionality.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 9.0/10

Joshua K.
Industry: Utilities
Company size: 2-10 Employees

Brings all record-keeping together

Used Daily for Free Trial
Reviewed on 12/25/2019
Review Source: Capterra

We have only been using Insightly for a couple of weeks, but overall I've liked it a lot. Prior to using Insightly, we were manually note-taking in Word documents for each client. Each time that a lead was converted, we then had to go and update everything. Now that we are able to integrate all of our notes, contacts, emails, etc. into one system, the workload has drastically lightened.

Pros

The thing that I like most about Insightly is that it allows me to document everything from start to finish with each customer. For example, if I send an email to a lead/customer, all I have to do is add that as an attachment in Insightly and I can go back at any time and see anything that was linked with that particular person. This helps track progress when passing off to other team members, too. In a sense, Insightly brings all of the "record-keeping" together and puts in one simple platform.

Cons

The project management function is pretty basic. Unlike a couple other CRM software that I've tested, Insightly does not offer many of the graphical views that the others do. Being someone who has an easier time seeing data in the visual realm, this was a feature that I wished Insightly would add.

Response from Insightly

Hi Joshua! Thanks so much for your kind words. We work hard to make Insightly a preferred CRM for businesses like yours, and are thrilled you're making the most out of our platform. Thank you for being our valued customer. We look forward to helping you and your team reach new heights!

Rating breakdown

Ease of Use

Likelihood to recommend: 8.0/10

Shannon G.
Industry: Retail
Company size: 10,000+ Employees

It is perfect platform for earning great business reputation

Used Daily for 1+ year
Reviewed on 8/31/2020
Review Source: Capterra

Insightly gives us many different idea of report generation and allows managing delivery time periods. I think there is no Good app other then this to keep good estimation of sales funnel.

Pros

It has made very easy to observe overall sales activity through Insighlty. We use it through mobiles, laptops, personal computers likewise we synchronize data through many other applications like Gmail and office 365. It is playing a great role in our organization. Overall it is an excellent CRM that is providing wonderful services and helping us to build strong relations

Cons

Since we have been using Insightly I have not come across any major difficulty. It is working amazingly and providing great services.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 8.0/10

Iain M.
Industry: Management Consulting
Company size: 51-200 Employees

Long time user verging toward long-suffering user

Used Daily for 2+ years
Reviewed on 10/5/2016
Review Source: GetApp

This is a product I wanted to like so much. We have been using Insightly for many years. We were attracted to it because it combined CRM and Project Management. Over the years they have improved the CRM aspect, but have left PM virtually untouched. Their support is haphazard and they often introduce new *features* which cause problems - like the day Google Contact Sync stopped working, or the day Google Contact Sync started duplicating contacts in Google etc. Because we signed up so long ago, we have an excellent pricing model. If we were paying more I would be really dissatisfied.

Oh and they are just appalling at sharing their product roadmap. It's like driving a manual shift car as the mechanic is fitting new gears as you speed up.

Pros

Great CRM and Pipeline Management out the box!
Contact Syncing for Google is great - despite minor issues.
Good simple project lists.
Links nicely to Mailchimp and Xero.

Cons

Very very poor project management. You will need to use other packages for almost anything. No resource management. No Gantt charts. No visibility.

Email integration is rudimentary. Task integration is non-existent.

No Office 365 contact synchronisation.

Response from Insightly

Thanks for the feedback. I'll pass this on to our product team because all feedback helps us improve. With regards to exposing our product road map -- it's common that privately held companies do not make their product road map public. If you have specific questions on features please send an email to [email protected] and we can let you know if they are on the roadmap. Thanks.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 5.0/10

José luis O.
Industry: Human Resources
Company size: 11-50 Employees

A complete CRM for mid business

Used Weekly for 1+ year
Reviewed on 7/31/2020
Review Source: SoftwareAdvice

A good option if you are new in CRM since is a fair cost and price valued software. Easy to integrate to Google and G suites as well as to export all the contacts and information needed.

Pros

Interface helps you to get familiar with a CRM when you are recently introduce to customer administration matters. Since leads, to contacts, to opportunities, this CRM lets you to keep track ps every person that gets in touch with your business, even when is not your customer yet. Easy to configure, get relationships of common organization, connects one client with other when they are referrals. Let you administrate since your sales funnel to your current customer relationship.

Cons

You definitively need to spend good time in the initial configuration; trying to modify on the road can really get you in trouble and have no real numbers.
In order to have the best experience, basic plans might let you off to enjoy all the functionalities as dashboard design.

Rating breakdown

Ease of Use
Customer Support

Likelihood to recommend: 9.0/10

User recommendation
7.7/10
Based on 484 user ratings
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Insightly Pricing

Insightly Pricing

Starting from
$29.00/month
Free Trial
Free
Subscription
Value for money

Free:
$0 (Free for up to 2 users)

Plus
$29/user/month (billed annually)

Professional
$49/user/month (billed annually)

Enterprise
$99/user/month (billed annually)

Free:
$0 (Free for up to 2 users)

Plus
$29/user/month (billed annually)

Professional
$49/user/month (billed annually)

Enterprise
$99/user/month (billed annually)

Value for Money
3.9/5
Based on 484 user ratings
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Insightly Features

Insightly Features

API
Activity Dashboard
Activity Tracking
Automatic Notifications
Calendar Management
Contact Management
Custom Fields
Customer Database
Customizable Branding
Customizable Reporting
Customizable Templates
Data Import/Export
Electronic Payments
Email Integration
Real Time Data
Reminders
Reporting & Statistics
Social Media Integration
Surveys & Feedback
Third Party Integration
Features
3.8/5
Based on 484 user ratings
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Categories

Additional information for Insightly

Additional information for Insightly

Key features of Insightly

  • Alerts
  • Automatic address book
  • Automatic lead distribution
  • Automatic notifications
  • Automatic reminders
  • CRM
  • Calendar management
  • Client management
  • Collaboration
  • Contact Database
  • Contact management
  • Custom charts
  • Custom fields (per record type)
  • Customizable branding
  • Customizable fields
  • Customizable reporting
  • Customizable templates
  • Dashboard
  • Data filtering
  • Document storage
  • Duplicate detection
  • Email notifications
  • Email templates
  • Email tracking
  • Event triggered actions
  • File management
  • File sharing
  • Filtered views
  • Lead assignment
  • Lead capture
  • Lead distribution
  • Lead management
  • Linking to provide 'influence' view for sales & service
  • Multi-currency
  • Native iOS & Android mobile apps
  • Permission management
  • Powerful Google & Microsoft calendar integration
  • Project management
  • Project tracking
  • Recurring tasks
  • Reporting & statistics
  • Sales reporting
  • Sales tracking
  • Scheduled reporting
  • Search functionality
  • Sidebar chrome extension
  • Social media integration
  • Status tracking
  • Tags & keywords
  • Task management
  • Tasks and Milestones
  • Third party integration
  • Track Opportunities/Pipelines

Benefits

Insightly accelerates sales by:

Collaborating across the organization with centralized customer data
Ensuring adoption with an intuitive and user-friendly UI
Growing your business faster with lead management and automated workflow

Insightly builds relationships by:

Understanding complex organizational relationships with flexible record linking
Tracking frequency of interactions by linking emails, proposals, etc. to contacts, orgs
Increasing sales efficiency by focusing on relationship gaps

Insightly delivers projects by:

Coordinating employee, contractor, and partner activity with task management
Driving productivity with templated tasks and events
Automatically generating tasks, events, emails, and update milestone statuses

Insightly FAQs

Insightly FAQs

Below are some frequently asked questions for Insightly.

Q. What type of pricing plans does Insightly offer?

Insightly offers the following pricing plans:

Starting from: $29.00/month

Pricing model: Free, Subscription

Free Trial: Available

Free: $0 (Free for up to 2 users) Plus $29/user/month (billed annually) Professional $49/user/month (billed annually) Enterprise $99/user/month (billed annually)

Q. What are the main features of Insightly?

Insightly offers the following features:

  • Alerts
  • Automatic address book
  • Automatic lead distribution
  • Automatic notifications
  • Automatic reminders
  • CRM
  • Calendar management
  • Client management
  • Collaboration
  • Contact Database
  • Contact management
  • Custom charts
  • Custom fields (per record type)
  • Customizable branding
  • Customizable fields
  • Customizable reporting
  • Customizable templates
  • Dashboard
  • Data filtering
  • Document storage
  • Duplicate detection
  • Email notifications
  • Email templates
  • Email tracking
  • Event triggered actions
  • File management
  • File sharing
  • Filtered views
  • Lead assignment
  • Lead capture
  • Lead distribution
  • Lead management
  • Linking to provide 'influence' view for sales & service
  • Multi-currency
  • Native iOS & Android mobile apps
  • Permission management
  • Powerful Google & Microsoft calendar integration
  • Project management
  • Project tracking
  • Recurring tasks
  • Reporting & statistics
  • Sales reporting
  • Sales tracking
  • Scheduled reporting
  • Search functionality
  • Sidebar chrome extension
  • Social media integration
  • Status tracking
  • Tags & keywords
  • Task management
  • Tasks and Milestones
  • Third party integration
  • Track Opportunities/Pipelines

Q. Who are the typical users of Insightly?

Insightly has the following typical customers:

Small Business, Large Enterprises, Non Profit, Freelancers, Mid Size Business

Q. What languages does Insightly support?

Insightly supports the following languages:

English, French, Portuguese, Spanish

Q. What type of pricing plans does Insightly offer?

Insightly has the following pricing plans:

Free, Subscription

Q. Does Insightly support mobile devices?

Insightly supports the following devices:

Android, iPhone, iPad

Q. What other apps does Insightly integrate with?

Insightly integrates with the following applications:

Bitium, Campaign Monitor, Easy Insight, Freshdesk, Google Drive, HappyFox, Mad Mimi, QuickBooks Online, Vision Helpdesk, Zapier

Q. What level of support does Insightly offer?

Insightly offers the following support options:

FAQs, Knowledge Base, Online Support, Video Tutorials, Forum