Insightly

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 (639)
VS.
Highly reviewed

Starting Price

US$29.00
month
US$9.00
month

Pricing Options

Free version
Free trial
Free version
Free trial

Features

109
467

Integrations

129
34

Ease of Use

4.0 (639)
4.5 (4,641)

Value for Money

4.0 (639)
4.3 (4,641)

Customer Service

3.8 (639)
4.4 (4,641)
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Reviews

Overall rating

4.0 /5
(639)
Value for Money
4.0/5
Features
3.9/5
Ease of Use
4.0/5
Customer Support
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 639
Mathew
Mathew
Overall rating
  • Industry: Transportation/Trucking/Railroad
  • Company size: 11–50 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

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

Highly customizable and advanced CRM tool with easy to navigate features.

Reviewed on 30/07/2019

Insightly , no doubt have been a great addition to our tools for perfect customer relation...

Insightly , no doubt have been a great addition to our tools for perfect customer relation management. We can track customers, mails and leads and project at an in-expensive subscription providing us with great and handy features.

Pros

Insightly CRM has the most intimidating interface with easy to understand and quite productive features. It is a perfect tool for the customer relation for mid-size and small organizations. We can easily customize the tool in order to get it properly synchronized with our working and requirements.

Cons

From the initial look, it is not very much professional but rather seems to be a visually appealing tool. The integration with the other tool is also not so easy and reliable and affects the overall performance. The project collaboration tools also gives me a tough time so there needs to be some improvements required.

Response from Insightly

Thanks so much for your kind note, Mathew. At Insightly we work hard to make sure our customers have a great experience with our platform and are able to build lasting relationships with their own customers. Your feedback means a world to us and inspires us to keep up the good work. Cheers, the Insightly team.

I'm more than happy to help review your integration concern. Integrations shouldn't slow the system down.

Natalie
Overall rating
  • Industry: Construction
  • Company size: 11–50 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

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

Insightly - We're Back Again

Reviewed on 08/03/2023

We love Insightly and have solved the major issue of project management as well as integration with...

We love Insightly and have solved the major issue of project management as well as integration with Quickbooks so we can have a high level overview of each project, opportunity, and where we are with the quickbooks billing. It saves us a lot of time and removes a lot of human error in our processes as well.

Pros

The ease of tracking multiple types of projects and stages of the project and the visibility of each project's status. We tried Hubspot for two years and came back with Insightly as it was so much better to use.

Cons

The marketing function, and the products, pricebooks, and quotes could use some additional features compared to their competition. They aren't as easy to use and can be clunky at times.

Alternatives Considered

Salesforce Sales Cloud

Reasons for Choosing Insightly

We had been with Insightly for three years, then switched to husbpot before all the new marketing features were released in Insightly. After the person left who had us make the switch to Hubspot, we went back to Insightly and questioned why we ever left.

Reasons for Switching to Insightly

Insightly was easier to use, we knew how it worked and our team who is not as technologically advanced was able to pick up and use the system very easily with limited training.
Dave
Dave
Overall rating
  • Industry: Entertainment
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 0.0 /10

HORRIBLE experience with Insightly.

Reviewed on 14/04/2017

We've been looking around for a new system for the past few months. Insighly has a lot of great...

We've been looking around for a new system for the past few months. Insighly has a lot of great features but we've run into way too many problems using it.

Pros

* CRM and project management together in the same application

* Easy navigation between clients, leads, tasks, etc

* User-friendly interface

Cons

Far too many features are missing and it seems like Insightly just isn't in a hurry to make the necessary features available such as:

* Can't send HTML emails from within Insightly. It's 2016 -- HTML email has been around for a long time. It's so hard to believe that this isn't a priority for them.

* Can't PRINT any of the data from within Insightly. This is a necessary feature for our company (and I'd think for ANY company). What good can our data do for our company if it can't be printed out?

* There always seems to be some kind of bug with the Google calendar integration. Items appear as one date inside of Insightly and another date inside Google Calendar.

* Cost of service is ridiculously overpriced when compared to the basic functionality that is missing. Cost of $35/month per user means that it could cost us $350/month to migrate our team to Insightly -- we simply CAN NOT JUSTIFY SPENDING $4200 per year on a system that isn't fully functional.

* SLOW, SLOW, SLOW customer service / tech support. I reported an issue last September and I received a notification 7 months later that it has been resolved. Why do simple fixes take so long?

* They do NOT listen to what their customers want and instead choose to roll out new "features" that no one was asking for in the first place. We want HTML email and we want to be able to PRINT. Why is that so hard to do?

Carolyn
Carolyn
Overall rating
  • Industry: Fund-Raising
  • Company size: 2–10 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Ease of Use
  • Likelihood to recommend 8.0 /10

intuitive and easy to use

Reviewed on 29/10/2019

Pros

easy to customise pipeline, good online information support

Cons

unable to customise reports to the extent we need

Alternatives Considered

Trello, Basecamp and Asana

Reasons for Choosing Insightly

hunting for a product that could automate our reports

Switched From

Wrike

Reasons for Switching to Insightly

price was very competitive initially
Amanda
Overall rating
  • Industry: Human Resources
  • Company size: 11–50 Employees
  • Used Daily for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Likelihood to recommend 3.0 /10

Used insigntly before HubSpot

Reviewed on 03/11/2022

Used it daily to manage customers and projects. Didn’t have enough features so we switched to...

Used it daily to manage customers and projects. Didn’t have enough features so we switched to hubspot

Pros

It was an ok product to use before we switched to HubSpot. Helped to manage customers, and projects.

Cons

Couldn’t do as much as Hubspot, though the price is very low

Showing 5 reviews of 639 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 Version, 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 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, Automate.io, Benchmark Email, Bidsketch, BookingSync, Box, Brevo, CallRail, Campaign Monitor by Marigold, Chargebee, Clio, ConnectWise PSA, Constant Contact, Contactually, Cyclr, Dasheroo, Debitoor, Delivra, 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, INinbox, Ignition, Intercom, Jotform, Kanban Tool, Kantata, Keap, Kissflow Digital Workplace, 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, Quote Roller, Quotient, Recurly, Reply, Robly, Sage Business Cloud, Salesforce Marketing Cloud Account Engagement, SalesforceIQ, SendGrid, ServiceM8, Setmore, Shopify, Sign In Scheduling, Slack, Slemma, Stripe, SugarCRM, SupportBee, Teamwork Desk, Teamwork.com, TimeCamp, Todoist, Toky, Toodledo, TractionNext, Trello, Typeform, Wave Accounting, WebMerge, 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, Chat

Related categories

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