Insightly
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.
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Reviews
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- Industry: Internet
- Company size: 51–200 Employees
- Used Daily for 6-12 months
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 9.0 /10
Excellent CRM
Reviewed on 19/07/2023
Our team’s experience with Insightly has been stellar
Our team’s experience with Insightly has been stellar
Pros
Insightly is an exceptional CRM platform that allows sales, customer success teams to be efficient and collaborative. Reports and insights are easy to generate. It is perfect for small businesses
Cons
Some features and functionalities with customizable fields are limited when compared to other CRMs
- Industry: Consumer Goods
- Company size: 1,001–5,000 Employees
- Used Daily for 1+ year
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- 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.
- Industry: Automotive
- Company size: 2–10 Employees
- Used Daily for 1+ year
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- 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.
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 SuiteReasons 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.- Industry: Marketing & Advertising
- Company size: 1,001–5,000 Employees
- Used Daily for 1+ year
-
Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
Insightly's Features are Incredible, Making It a Top Solution
Reviewed on 30/04/2024
Pros
This customer relationship management software has been functioning brilliantly.
I like how Insightly has been reliable and easy to implement.
Cons
Insightly has been sensational.
I do not dislike Insightly at all.
- Industry: Machinery
- Company size: 1,001–5,000 Employees
- Used Daily for 1+ year
-
Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
Insightly Has Been a Powerful CRM Solution
Reviewed on 29/04/2024
Pros
This CRM solution has been easy to use and dependable.
I like the efficiency of the features of Insightly.
Cons
I do not dislike Insightly at all.
Insightly has been so efficient to use.
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: US$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)
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, 1,001–5,000
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:
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
Q. What level of support does Insightly offer?
Insightly offers the following support options:
Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support, Chat
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