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.
Insightly Software - Insightly - dashboard
Insightly Software - Insightly - kanban
Insightly Software - Insightly - organizations
Insightly Software - Insightly - quotes
Insightly Software - Insightly - mobile
Insightly video
Insightly Software - Insightly - dashboard - thumbnail
Insightly Software - Insightly - kanban - thumbnail
Insightly Software - Insightly - organizations - thumbnail
Insightly Software - Insightly - quotes - thumbnail
Insightly Software - Insightly - mobile - thumbnail

Insightly pricing

Insightly has a free version and offers a free trial. Insightly paid version starts at US$29.00/month.

Starting Price:
US$29.00/month
Free Version:
Yes
Free trial:
Yes

Alternatives to Insightly

DealCloud

DealCloud is a financial CRM and fund management solution that helps businesses handle processes related to fundraising,...
Nimble offers browser widget and mobile-based sales force automation and social CRM solution for small and midsize...

LionDesk

LionDesk is the only CRM you'll ever need for building relationships, generating leads, nurturing leads, and turning...

Microsoft Excel

Microsoft Excel is a productivity solution that helps businesses of all sizes create spreadsheets to organize data and...

Salesforce Platform

Salesforce Platform is an enterprise platform-as-a-service (PaaS) solution that allows developers to build, test and...

Salesforce Retail CRM

Salesforce Retail CRM is a retail management system designed to help eCommerce businesses identify customers’ requiremen...

Insightly Reviews

Feature rating

Value for Money
4.0
Functionality
3.9
Ease of Use
4.0
Customer Support
3.8
5 reviews of 625 View all reviews
Mathew
  • Industry: Transportation/Trucking/Railroad
  • Company size: 11–50 Employees
  • Used Daily for 1+ year
  • Review Source
Value for Money
5
Features
5
Ease of Use
5
Customer Support
5

5
Reviewed on 30/07/2019

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

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.

Replied 09/08/2019
Jason
  • Industry: Package/Freight Delivery
  • Company size: 51–200 Employees
  • Used Daily for 6-12 months
  • Review Source
Value for Money
5
Features
5
Ease of Use
5
Customer Support
5

5
Reviewed on 13/03/2023

Best CRM

Pros

Very customizable and able to tailor the platform to fit the needs of sales. Straightforward pipelines. Lead/contact management is crucial to our business, and this platform helps store them in one spot which can easily be looked up. Email leads/contacts straight from the platform with pre-written messages.

Cons

The email notification about tasks being updated or changed could be cleaned up. 3 seperate emails for someone updating a task, the pipeline moving to a different stage, and a new task for me. Would like this to be more simplified, especially if someone uploads a file into my opportunities - too many email notifications to sort through.

Rosalina
  • Industry: Insurance
  • Company size: 2–10 Employees
  • Used Daily for 1+ year
  • Review Source
Value for Money
4
Features
4
Ease of Use
4
Customer Support
4

5
Reviewed on 02/03/2023

Insightly Review: A Comprehensive CRM Solution for Your Business.

Generally, Insightly is a very much respected CRM programming that can be an important resource for organizations hoping to really deal with their associations with clients more. While there are a few possible disadvantages, for example, restricted revealing capacities and the expense of the product, numerous clients track down that Insightly's scope of elements, customization choices, and convenience make it a significant expansion to their tool compartment. Assuming that you are searching for a CRM programming that can assist you with smoothing out your business connections, Insightly is certainly worth considering.

Pros

Simple to utilize: Insightly has an instinctive point of interaction and is not difficult to learn and utilize, in any event, for colleagues with almost no involvement in CRM programming.Hearty highlights: Insightly offers a scope of elements that empower organizations to deal with their associations with clients, including contact the board, project the executives, and deals mechanization.Customization choices: Insightly offers a serious level of customization, permitting organizations to fit the product to meet their particular requirements.Mix: Insightly incorporates with an extensive variety of other business devices, including email, showcasing computerization, and venture the board programming.

Cons

Restricted detailing capacities: While Insightly gives some fundamental announcing and examination highlights, it may not be pretty much as vigorous as some other CRM programming choices.Cost: Insightly can be costly, especially for organizations that require progressed includes or have bigger groups.Expectation to learn and adapt: Similarly as with any CRM programming, there might be an expectation to learn and adapt for colleagues who are curious about the product or CRM best practices.Client care: A few clients generally disapprove of client care, especially around reaction times and the nature of help gave.

Jovana
  • Industry: Electrical/Electronic Manufacturing
  • Company size: 201–500 Employees
  • Used Daily for 6-12 months
  • Review Source
Value for Money
0
Features
4
Ease of Use
4
Customer Support
0

4
Reviewed on 15/03/2023

I like Insightly

Pros

I like the categories, sections, fields details options, user interface overall

Cons

Not working keyboard shortcuts really hurt my feelings :D

Adam
  • Industry: Veterinary
  • Company size: 11–50 Employees
  • Used Daily for 2+ years
  • Review Source
Value for Money
0
Features
5
Ease of Use
5
Customer Support
0

5
Reviewed on 13/03/2023

Great For Managing Tasks

I use it every day to track individual tasks and projects and its a great way for my manager to keep track of where I am up to

Pros

Its easy to use for such a complex system

Cons

You have to download reports from a link sent in an email, would be better if the report was simply attached

Related categories