Insightly

4.0 (660)
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Insightly is the modern, affordable CRM that teams love.

About Insightly

Insightly is the modern, affordable CRM that teams love. It’s easy to use, simple to customize, and scales with companies as they grow, solving common pain points that legacy CRMs can't. Insightly helps teams build and convert sales pipeline, increase productivity, and build lasting customer relationships. Powerful in any vertical, Insightly CRM customers can add companion products for marketing automation, customer service, and integrations in the same platform. Insightly is trusted by more than a million users worldwide.


Key benefits of Insightly

Build and Convert Sales Pipeline
Convert quality leads to opportunities, actively manage every step from opportunity to close, and grow your business faster than ever.

Increase Productivity
By supporting intuitive, automated, and scalable processes, teams are empowered to close deals and deliver services faster and more efficiently.

Build Lasting Customer Relationships
Show customers and prospects you know them by capturing the right information about every interaction and using your data to deliver great experiences.


Images

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

Not sure about Insightly? Compare with a popular alternative

Insightly

4.0 (660)
VS.

Starting Price

$29.00
month
$250.00
month

Pricing Options

Free version
Free trial
Free version
Free trial

Features

126
58

Integrations

120
4

Ease of Use

4.0 (660)
4.2 (20)

Value for Money

4.0 (660)
4.2 (20)

Customer Service

3.8 (660)
4.4 (20)
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Reviews

Overall rating

4.0 /5
(660)
Value for Money
4.0/5
Features
3.9/5
Ease of Use
4.0/5
Customer Support Software
3.8/5

Already have Insightly?

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

Showing 5 reviews of 660
Abel
Abel
Overall rating
  • Industry: Hospitality
  • Company size: 2–10 Employees
  • Used Daily for 1-5 months
  • Review Source

Overall rating

  • Ease of Use
  • Likelihood to recommend 9.0 /10

Avis insightly

Reviewed on 11/10/2023

I like this software because of its performance and ease of use accompanied by very simple...

I like this software because of its performance and ease of use accompanied by very simple functionality and I don't blame it for anything at the moment which is rare

Pros

high-performance, easy-to-use software with very simple features

Cons

I find no disadvantages for the moment good for competing

Megan
Overall rating
  • Industry: Nonprofit Organization Management
  • Company size: 11–50 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

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

App Connect

Reviewed on 05/06/2024

Overall we are very pleased with Insightly and App Connect

Overall we are very pleased with Insightly and App Connect

Pros

App Connect is amazing. It really does help with efficiencies and workflow. It does so much more than we initially thought! We especially love how it automatically calculates our numbers.

Cons

It is not as user friendly as it is made out to seem. We really do need the App Connect specialist's support. App Connect is very expensive. We are going through our 10 free hours quickly and we have a lot more project we need help with.

Nathalie
Overall rating
  • Industry: Automotive
  • Company size: 2–10 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support Software
  • Likelihood to recommend 7.0 /10

Useful & inexpensive CRM system for growing businesses

Reviewed on 03/03/2023

Overall is has been satisfactory although, some details that need improvement can turn things into...

Overall is has been satisfactory although, some details that need improvement can turn things into a much better experience.

Pros

It is easy to use and easy to navigate.It does not take much time to get used to all features and to understand how the features work.The best part of Insightly, is the customer support is very responsive and always follows up on requests.They also helped us all the way to achieve our goals as a company.

Cons

Some parts of the software need more work and also new features like Service has too many glitches and some functions do not work properly even though have been revised and "fixed" many times.I wish it was more seamless to work with.

Alternatives Considered

Salesforce Sales Cloud and monday.com

Reasons for Choosing Insightly

The main reason was the other product was more expensive and we also wanted to expand and connect all of our platforms in one place.

Switched From

Zendesk Suite

Reasons for Switching to Insightly

Insightly offered a less expensive package overall and they offered a more personalized customization to our business. One of the big factors apart from the price was the initial presentations of the Insightly products were very professional and helpful.
Saumil
Overall rating
  • Industry: Consumer Goods
  • Company size: 1,001–5,000 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support Software
  • Likelihood to recommend 10.0 /10

Insightly Has Been a Scalable CRM Tool

Reviewed on 29/04/2024

Pros

I like the scalability of this CRM solution.
Insightly is easy to use and simple to set up.

Cons

I have zero dislikes concerning Insightly.
Insightly is amazing.

Elizabeth
Overall rating
  • Industry: Civil Engineering
  • Company size: 11–50 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

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

Good for a small company

Reviewed on 30/05/2024

Pros

I like the project management, pipelines, and the ability and ease of adding tasks and comments to various objects.

Cons

There are so many objects and fields, it takes new users a while to get accustomed to the interface. It also does not have intuitive searching and looks for verbatim entries

Showing 5 reviews of 660 Read all reviews

Insightly FAQs

Below are some frequently asked questions for Insightly.

Insightly offers the following pricing plans:

  • Starting from: $29.00/month
  • Pricing model: Subscription
  • Free Trial: Available

Plus $29/user/month (billed annually) Professional $49/user/month (billed annually) Enterprise $99/user/month (billed annually)

Insightly has the following typical customers:

Self Employed, 2–10, 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000

Insightly supports the following languages:

English, French, Portuguese, Spanish

Insightly supports the following devices:

Android (Mobile), iPhone (Mobile), iPad (Mobile)

Insightly integrates with the following applications:

123FormBuilder, ActiveCampaign, ActiveDEMAND, Acuity Scheduling, Aircall, AnyMeeting, Asana, Benchmark Email, Bidsketch, BookingSync, Box, Brevo, CallRail, Campaign Monitor by Marigold, Chargebee, Clio, ConnectWise PSA, Constant Contact, Contactually, Cyclr, Dasheroo, Direct Mail, DirectIQ Email Marketing, Dotdigital, Drip, Dropbox Business, EZ Texting, Emma by Marigold, Everhour, Evernote Teams, Formstack Forms, FreeAgent, FreshBooks, Front, FullContact, GetResponse, Gmail, Google Calendar, Google Contacts, Google Drive, Google Forms, Google Workspace, Gravity Forms, Groove, Help Scout, HubSpot CRM, Hubstaff, Ignition, Intercom, Jotform, Kanban Tool, Kantata, Keap, Kixie PowerCall, Kustomer, Lead Gen & CRM (formerly SharpSpring), Lead Liaison, LiquidPlanner, Mad Mimi, MailUp, Mailchimp, MailerLite, Marketo Engage, Membrain, Meta for Business, Microsoft 365, Microsoft Outlook, Microsoft Power BI, Mojo Helpdesk, Myphoner, OmniFocus, OnceHub, OneDrive, Operations Hub, Outreach, PandaDoc, PersistIQ, Podio, Process Street, Proposable, Proposify, Pure Chat, QuickBooks Online, Quotient, Recurly, Reply, Robly, Salesforce Marketing Cloud Account Engagement, SendGrid, ServiceM8, Setmore, Shopify, Sign In Scheduling, Slack, Slemma, Stripe, SugarCRM, SupportBee, Teamwork Desk, Teamwork.com, TimeCamp, Todoist, Toky, Toodledo, TractionNext, Trello, Typeform, Wave, Wishpond, Wufoo, Xero, YouCanBook.me, Zapier, Zendesk Sell, Zendesk Suite, Zoho Books, Zoho CRM, Zoho Invoice, dotloop, noCRM.io

Insightly offers the following support options:

Email/Help Desk, FAQs/Forum, Knowledge Base Software, Phone Support, Chat

Related categories

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