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
Pricing options
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
Media
Insightly Reviews
Insightly Reviews
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.
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.
A versatile customer relationship management platform
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.
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.
Great for contact management from the perspective of customer support
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.
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Manage your business relationships with Insightly
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.
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.
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!
A versatile customer relationship management platform
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.
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.
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.
Great for contact management from the perspective of customer support
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.
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Insightly Pricing
Insightly Pricing
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)
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Insightly Features
Insightly Features
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Categories
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
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.