About 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.

Pricing starting from:

US$29.00/month

  • Free Trial
  • Free
  • Subscription
View Pricing Plans

Key benefits of Insightly

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

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

Pricing starting from:

US$29.00/month

  • Free Trial
  • Free
  • Subscription
View Pricing Plans

Images

Gain valuable insight into the most important aspects of the business with reports and dashboards
Powerful and flexible pipelines that automate your sales process
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
View 8 more
Insightly video
Insightly video
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 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

Features

Total features of Insightly: 141

  • API
  • Access Control
  • Accounting Integration
  • Action Planning
  • Activity Dashboard
  • Activity Tracking
  • Ad hoc Reporting
  • Alerts / Escalation
  • Assignment Management
  • Automatic Lead Distribution
  • Automatic Notifications
  • Business Intelligence
  • CRM Integration
  • Calendar Management
  • Calendar Sync with Google
  • Call Center Management
  • Call Routing
  • Call Tracking
  • Categorization
  • Click Tracking
  • Client Management
  • Collaboration Tools
  • Commenting
  • Compliance Management
  • Computer Telephony Integration
  • Configurable Workflow
  • Contact Database
  • Contact History
  • Contact Management
  • Custom Charts
  • Custom Fields
  • Customer Accounts
  • Customer Activity Reporting
  • Customer Database
  • Customer History
  • Customer Segmentation
  • Customizable Branding
  • Customizable Categories
  • Customizable Reporting
  • Customizable Templates
  • Dashboard Creation
  • Data Capture and Transfer
  • Data Filtering
  • Data Import
  • Data Import/Export
  • Data Mapping
  • Data Migration
  • Data Synchronization
  • Data Visualization
  • Delivery Tracking
  • Desktop Notifications
  • Document Management
  • Document Storage
  • Drag & Drop Interface
  • Duplicate Detection
  • Email Alerts
  • Email Integration
  • Email Notifications
  • Email Templates
  • Email Tracking
  • Event Scheduling
  • Event Triggered Actions
  • File Management
  • Filtered Views
  • Follow-up Scheduling
  • Forecasting
  • Full Text Search
  • Geographic Maps
  • Goal Setting / Tracking
  • History Tracking
  • Inventory Management
  • Inventory Tracking
  • Labeling
  • Lead Assignment
  • Lead Capture
  • Lead Distribution
  • Lead Management
  • Lead Nurturing
  • Microsoft Outlook Integration
  • Milestone Tracking
  • Mobile Alerts
  • Mobile Integration
  • Multi-Currency
  • Multiple Projects
  • Natural Language Search
  • Opportunity Management
  • Performance Reports
  • Permission Management
  • Pipeline Management
  • Pipeline Reports
  • Planning Tools
  • Prioritizing
  • Productivity Reporting
  • Project Estimating
  • Project Management
  • Project Notes
  • Project Planning
  • Project Templates
  • Project Tracking
  • Project Workflow
  • Projections
  • Quote Management
  • Real Time Analytics
  • Real Time Data
  • Real Time Monitoring
  • Real Time Notifications
  • Real Time Reporting
  • Real Time Updates
  • Receiving
  • Recurring Tasks
  • Reminders
  • Reporting & Statistics
  • Role Management
  • Role-Based Permissions
  • Rules-Based Workflow
  • SSL Security
  • Sales Analytics
  • Sales Forecasting
  • Sales Reporting
  • Sales Tracking
  • Scheduled Reporting
  • Search Functionality
  • Secure Data Storage
  • Secure Login
  • Single Sign On
  • Social Media Integration
  • Status Tracking
  • Strategic Planning
  • Summary Reports
  • Tagging
  • Task Management
  • Task Planning
  • Task Scheduling
  • Task Tracking
  • Template Management
  • Third Party Integration
  • To-Do List
  • Visual Analytics
  • Voice Mail
  • Web Forms
  • Workflow Management

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Reviews

Overall rating

3.9 /5
(490)
Value for Money
3.9/5
Features
3.8/5
Ease of Use
3.9/5
Customer Support
3.7/5

Already have Insightly?

Software buyers need your help! Product reviews help the rest of us make great decisions.

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Showing 5 reviews of 490
Elizabeth P.
Overall rating
  • Industry: Marketing & Advertising
  • Company size: 5,001-10,000 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 9.0 /10

Manage your business relationships with Insightly

Reviewed on 2020-02-26

Insightly CRM has offered us a solution to practically all our samples, thanks to it I have...

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.

Joshua K.
Overall rating
  • Industry: Utilities
  • Company size: 2-10 Employees
  • Used Daily for Free Trial
  • Review Source

Overall rating

  • Ease of Use
  • Likelihood to recommend 8.0 /10

Brings all record-keeping together

Reviewed on 2019-12-25

We have only been using Insightly for a couple of weeks, but overall I've liked it a lot. Prior to...

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!

Zheng S.
Overall rating
  • Industry: Computer Software
  • Company size: 1,001-5,000 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 8.0 /10

A versatile customer relationship management platform

Reviewed on 2020-12-31

You can optimize your sales processes as you can track and control the performance of your sales...

You can optimize your sales processes as you can track and control the performance of your sales teams and the status of sale deals. It allows you an easy task repetition by building sets of automated activity. You can create leads where all the information regarding your customers can be stored, and you can easily send automated emails to such leads. Its dashboard feature gives you easy reporting on the overall performance of your business and is customizable.

Pros

You can keep track of your sales, deal pipelines, along with other marketing and project management activities, all from this single platform. It also allows you to manage your contacts. If you are about to start a small business or project, this software is good for you as it offers its free version where two users are allowed for management. It helps you remove ambiguity from the sales pipeline while it enjoins project management and customer relations management.

Cons

Its user interface can be overwhelming for beginners. It is expensive software because its paid plans also lack a lot of basic features for which users have to purchase extra plans. If it could use integration with other social media platforms and channels, it would have been easier for users to run their marketing campaigns through this software on social platforms as well, but this platform lacks such features.

Iain M.
Overall rating
  • Industry: Management Consulting
  • Company size: 51-200 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 5.0 /10

Long time user verging toward long-suffering user

Reviewed on 2016-10-05

This is a product I wanted to like so much. We have been using Insightly for many years. We were...

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.

Verified Reviewer
Overall rating
  • Industry: Computer Software
  • Company size: 51-200 Employees
  • Used Daily for 1-5 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 8.0 /10

Great for contact management from the perspective of customer support

Reviewed on 2020-11-19

I use this daily to not lose my mind while trying to figure out information on a customer. More...

I use this daily to not lose my mind while trying to figure out information on a customer. More often than not I have to refer to our Insightly contact database to get all the information I need without having to wait on a customer to get back to me saving me on average maybe a full hour of productivity each day. Couldn't recommend it more for maintaining contacts between teams.

Pros

Great for contact management
Great for holding customer information
Huge time saver for our support team

Cons

The UI could use a touch up especially with everything that is on the market now. It feels a bit dated in presentation.

Showing 5 reviews of 490 Read all reviews

Insightly FAQs

Below are some frequently asked questions for Insightly.

Insightly offers the following pricing plans:

  • Starting from: US$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)

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

Insightly has the following typical customers:

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

Insightly supports the following languages:

English, French, Portuguese, Spanish

Insightly supports the following devices:

Android, iPhone, iPad

Insightly integrates with the following applications:

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

Insightly offers the following support options:

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

Related categories

See all software categories found for Insightly.