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:
$29.00/month
- Free Trial
- Free Version
- Subscription
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
Markets
Supported Languages
Pricing starting from:
$29.00/month
- Free Trial
- Free Version
- Subscription
Images
Features
Total features of Insightly: 179
- API
- Access Controls/Permissions
- Accounting Integration
- Action Management
- Activity Dashboard
- Activity Tracking
- Ad hoc Reporting
- Alerts / Escalation
- Alerts/Notifications
- Appointment Scheduling Software
- Assignment Management
- Automatic Lead Distribution
- Batch Processing
- CRM Software
- Calendar Management
- Calendar Sync
- Calendar/Reminder System
- Call Center Management
- Call Management
- Call Routing
- Call Tracking Software
- Campaign Management Software
- Cataloging/Categorization
- Categorization/Grouping
- Click Tracking
- Client Management
- Client Portal
- Collaboration Tools
- Commenting / Notes
- Commission Management
- Compliance Management
- Computer Telephony Integration
- Configurable Workflow
- Contact Database
- Contact Management Software
- Contract/License Management
- Customer Accounts
- Customer Activity Tracking
- Customer Database
- Customer History
- Customer Segmentation
- Customer Service Analytics
- Customer Support Software
- Customizable Branding
- Customizable Categories
- Customizable Fields
- Customizable Reports
- Customizable Templates
- Customization
- Dashboard Creation
- Dashboard Software
- Data Capture and Transfer
- Data Import/Export
- Data Mapping
- Data Migration
- Data Synchronization
- Data Visualization Software
- Delivery Tracking
- Desktop Notifications
- Document Management Software
- Document Storage
- Drag & Drop
- Duplicate Detection
- Dynamic Modeling
- Email Alerts
- Email Management Software
- Email Marketing Software
- Email Response Control
- Email Templates
- Email Tracking Software
- Event Scheduling
- Event Triggered Actions
- Field Sales Management
- File Management
- Forecasting
- Full Text Search
- Gantt/Timeline View
- Geographic Maps
- Goal Setting / Tracking
- Graphical Data Presentation
- Historical Reporting
- Interaction Tracking
- Interaction Tracking
- Internal Chat Integration
- Inventory Management Software
- Inventory Tracking
- Issue Management
- Issue Tracking Software
- Labeling
- Lead Capture Software
- Lead Distribution
- Lead Generation Software
- Lead Management Software
- Lead Nurturing Software
- Lead Qualification
- Lead Segmentation
- Marketing Automation Software
- Microsoft Outlook Integration
- Milestone Tracking
- Mobile Access
- Mobile Alerts
- Modeling & Simulation
- Multi-Currency
- Multiple Projects
- Natural Language Search
- Opportunity Management
- Order Management Software
- Percent-Complete Tracking
- Performance Metrics
- Pipeline Management
- Pipeline Reports
- Planning Tools
- Portfolio Management
- Prioritization
- Productivity Analysis
- Progress Tracking
- Project Estimating
- Project Management Software
- Project Planning Software
- Project Templates
- Project Tracking Software
- Project Workflow
- Projections
- Proposal Generation
- Prospecting Tools
- Purchase Order Management
- Purchasing & Receiving
- Quotes/Estimates
- Real Time Analytics
- Real Time Data
- Real Time Monitoring
- Real Time Notifications
- Real Time Reporting
- Real-time Updates
- Recurring Tasks
- Referral Tracking
- Reminders
- Reporting & Statistics
- Reporting/Analytics
- Resource Management Software
- Role-Based Permissions
- Rules-Based Workflow
- SSL Security
- Sales Forecasting Software
- Sales Pipeline Management
- Sales Reports
- Sales Trend Analysis
- Scheduled / Automated Reports
- Scheduling Software
- Search/Filter
- Secure Data Storage
- Secure Login
- Segmentation
- Self Service Portal
- Shared Contacts
- Shipping Management
- Single Sign On Software
- Social Media Integration
- Source Tracking
- Statistical Analysis Software
- Status Tracking
- Strategic Planning Software
- Summary Reports
- Supplier Management
- Supply Chain Management Software
- Tagging
- Task Management Software
- Task Planning
- Task Progress Tracking
- Task Scheduling
- Template Management
- Territory Management
- Third Party Integrations
- Time & Expense Tracking
- To-Do List
- Visual Analytics
- Voice Mail
- Web Forms
- Workflow Management Software
Alternatives
Zoho CRM
HarmonyPSA
monday.com
Scoro
Reviews
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- Industry: Information Technology & Services
- Company size: 10,000+ 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
A reliable and completely user-friendly tool with immense productivity.
Reviewed on 24/07/2019
Insightly CRM offers a wide range of services for our business to improve our customer services and...
Insightly CRM offers a wide range of services for our business to improve our customer services and have provided us with benefits to enhance our marketplace. It has allowed us to successfully engage our working relationships with the clients in a more reliable way. I have also been performing project management tasks with this tool.
Pros
Insightly CRM is itself a very reliable tool which allows the user to gain the most of the advantage with its easy to use features and efficient tools. We can also easily integrate it with other tools to improve the overall productivity. It's super responsive when dealing with the customers. We can easily maintain our sales cycles and ongoing customer service to provide extra care for the clients. The user-interface is also quite easy and manageable than other such tools.
Cons
Chrome extensions are bit of a clunky addition which further complicated the working procedure so mostly avoid it. The other tools integration is right on point but the social media integration misses few of the parts and continues to be a wastage of time for us. In the end, it proves to be much effected on our overall work and improves the efficiency of our work routine.
Response from Insightly
Hi Susan,
Thank you for the feedback. The Chrome Extension you're talking about is actually sunset. Try the new Add-On. :)
- 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 25/12/2019
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!
- Industry: Consumer Services
- Company size: 51-200 Employees
- Used Weekly for 6-12 months
-
Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support Software
- Likelihood to recommend 9.0 /10
Very reliable, makes record keeping easy
Reviewed on 25/03/2021
Overall not a bad software. Provides opportunities to improve customer service.
Overall not a bad software. Provides opportunities to improve customer service.
Pros
Very reliable tool that allows you to document everything from start to finish easily. I like the fact that it offers many features that other apps are charging us for. It also operates well with other marketing initiatives.
Cons
Task portion of the app is a bit complicated and takes too many steps. Hate that notes aren't automatically refreshed.
- 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 Software
- Likelihood to recommend 5.0 /10
Long time user verging toward long-suffering user
Reviewed on 05/10/2016
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.
- Industry: Staffing & Recruiting
- Company size: 51-200 Employees
- Used Daily for 2+ years
-
Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support Software
- Likelihood to recommend 8.0 /10
Effective and Affordable
Reviewed on 25/07/2019
Overall for small or medium size sales organizations, this is a great vehicle to ensure all...
Overall for small or medium size sales organizations, this is a great vehicle to ensure all opportunities are documented and tracked. Scheduling follow up ensures that communication errors are mitigated and the email templates support marketing initiatives.
Pros
The software offers many free features that others charge. It is excellent for a small business on an operational budget but can easily enhance when necessary. Automated marketing email templates are effective and easy to use. The system also integrates well with other marketing products. The dashboard gives a snapshot of your sales opportunities and the user can customize.
Cons
Documenting phone call attempts and connects take too many steps. The Task portion is a bit complicated and again requires too many steps.
Response from Insightly
Hi Nezar,
Thank you for the feedback!!!
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?
We do not have any information about Insightly features
Q. Who are the typical users of Insightly?
Insightly has the following typical customers:
Self Employed, 2-10, 11-50, 51-200, 201-500, 501-1,000, 1,001+
Q. What languages does Insightly support?
Insightly supports the following languages:
English, French, Portuguese, Spanish
Q. Does Insightly support mobile devices?
Insightly supports the following devices:
Android (Mobile), iPhone (Mobile), iPad (Mobile)
Q. What other apps does Insightly integrate with?
Insightly integrates with the following applications:
10to8, 123FormBuilder, ActiveCampaign, ActiveDEMAND, Acuity Scheduling, Aircall, AnyMeeting, Asana, Automate.io, Benchmark Email, Bidsketch, BookingSync, Box, CallRail, Campaign Monitor, Chargebee, Clio, ConnectWise Manage, Constant Contact, Contactually, Cyclr, Dasheroo, Debitoor, Delivra, Direct Mail, DirectIQ, Drip, Dropbox Business, EZ Texting, Emma, Everhour, Evernote Business, Facebook, 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, INinbox, Intercom, JotForm, Kanban Tool, Keap, Kissflow Digital Workplace, Kixie PowerCall, Kustomer, Lead Liaison, LiquidPlanner, Mad Mimi, MailUp, Mailchimp, MailerLite, Marketo Engage, Mavenlink, Membrain, Microsoft 365, Microsoft Outlook, Microsoft Power BI, Mojo Help Desk, Myphoner, OmniFocus, OneDrive, Outreach, PandaDoc, Pardot, PersistIQ, PieSync, Podio, Practice Ignition, Process Street, Proposable, Proposify, Pure Chat, Quickbooks Online, Quote Roller, Quotient, Recurly, Reply, Robly, Sage Business Cloud, SalesforceIQ, ScheduleOnce, SendGrid, Sendinblue, ServiceM8, SetMore, SharpSpring, Shopify, Slack, Slemma, Stripe, SugarCRM, SupportBee, Teamwork, Teamwork Desk, TimeCamp, Todoist, Toky, Toodledo, TractionNext, Trello, Typeform, Wave Accounting, WebMerge, Wishpond, Wufoo, Xero, YouCanBook.me, Zapier, Zendesk, Zendesk Sell, Zoho Books, Zoho CRM, Zoho Invoice, dotdigital Engagement Cloud, dotloop, noCRM.io
Q. What level of support does Insightly offer?
Insightly offers the following support options:
Email/Help Desk, FAQs/Forum, Knowledge Base Software, Chat
Related categories
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