About Insightly











Insightly pricing
Insightly has a free version and offers a free trial. Insightly paid version starts at US$29.00/month.
Alternatives to Insightly
Insightly Reviews
Feature rating

- Industry: Transportation/Trucking/Railroad
- Company size: 11–50 Employees
- Used Daily for 1+ year
-
Review Source
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.
- Industry: Package/Freight Delivery
- Company size: 51–200 Employees
- Used Daily for 6-12 months
-
Review Source
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.
- Industry: Insurance
- Company size: 2–10 Employees
- Used Daily for 1+ year
-
Review Source
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.
- Industry: Electrical/Electronic Manufacturing
- Company size: 201–500 Employees
- Used Daily for 6-12 months
-
Review Source
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
- Industry: Veterinary
- Company size: 11–50 Employees
- Used Daily for 2+ years
-
Review Source
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