Who Uses Insightly?
Organizations in any industry looking for an easy to use yet powerful CRM with project management and delivery. Track everything from sales prospects to delivered projects in the same platform.
What Is Insightly?
With more than 1.5 million users across all industries, Insightly is a leading CRM software with native integrations to Gmail, Office 365, MailChimp, and other popular applications. Use Insightly to manage customer data, leads, and projects at every stage of customer relationships, monitor sales pipeline, and measure performance against your sales and business goals.
Insightly Details
Insightly
http://www.insightly.com
Founded 2010
Insightly pricing overview
See pricing plansInsightly has a free version and offers a free trial. Insightly paid version starts at US$29.00/month.
Starting Price
US$29.00/month See pricing details
Free Version
Yes
Free Trial
Yes, get a free trial
Insightly deployment and support
Support
- Email/Help Desk
- FAQs/Forum
- Knowledge Base
- Chat
Deployment
- Cloud, SaaS, Web-based
- Mac (Desktop)
- Windows (Desktop)
- Android (Mobile)
- iPhone (Mobile)
- iPad (Mobile)
Training
- Live Online
- Webinars
- Documentation
- Videos
Insightly Features
CRM Software
- API
- Activity Dashboard
- Activity Management
- Activity Tracking
- Alerts/Notifications
- CRM
- Calendar Management
- Calendar Sync
- Calendar/Reminder System
- Campaign Management
- Contact Database
- Contact Management
- Customer Database
- Customisable Reports
- Customisable Templates
- Customizable Fields
- Data Import/Export
- Document Storage
- Drag & Drop
- Email Management
- Email Marketing
- Email Templates
- Forecasting
- Interaction Tracking
- Internal Chat Integration
- Lead Capture
- Lead Generation
- Lead Management
- Lead Qualification
- Marketing Automation
- Mobile Access
- Opportunity Management
- Pipeline Management
- Projections
- Quotes/Estimates
- Referral Tracking
- Reminders
- Reporting & Statistics
- Reporting/Analytics
- Sales Forecasting
- Sales Pipeline Management
- Sales Reports
- Sales Trend Analysis
- Segmentation
- Social Media Integration
- Task Management
- Territory Management
- Third Party Integrations
- Workflow Management
CRM for Small Businesses
- Business Card/Badge Scanning
- Calendar/Reminder System
- Contact Management
- Document Storage
- Email Management
- Forecasting
- Interaction Tracking
- Lead Management
- Lead Qualification
- Live Chat
- Marketing Automation
- Quotes/Estimates
- Reporting/Analytics
- Sales Pipeline Management
- Segmentation
- Social Media Integration
- Task Management
- Territory Management
Contact Management Software
- API
- Activity Dashboard
- Activity Tracking
- Alerts/Notifications
- Batch Processing
- CRM
- Calendar Management
- Calendar Sync
- Calendar/Reminder System
- Campaign Management
- Collaboration Tools
- Contact Database
- Contact Management
- Customer Database
- Customisable Reports
- Customisable Templates
- Customizable Fields
- Data Import/Export
- Data Synchronisation
- Document Storage
- Drag & Drop
- Email Management
- Email Marketing
- Email Templates
- Email Tracking
- Interaction Tracking
- Lead Capture
- Lead Distribution
- Lead Management
- Lead Nurturing
- Opportunity Management
- Pipeline Management
- Pipeline Reports
- Prospecting Tools
- Reminders
- Reporting & Statistics
- Role-Based Permissions
- Sales Forecasting
- Sales Pipeline Management
- Sales Reports
- Search/Filter
- Segmentation
- Shared Contacts
- Social Media Integration
- Tagging
- Task Management
- Template Management
- Third Party Integrations
- Workflow Management
Lead Management Software
- API
- Activity Dashboard
- Activity Tracking
- Alerts/Notifications
- CRM
- Calendar Management
- Campaign Analytics
- Campaign Management
- Contact Database
- Contact Management
- Customer Database
- Customer Segmentation
- Customisable Reports
- Customisable Templates
- Customizable Fields
- Document Storage
- Drag & Drop
- Email Management
- Email Marketing
- Email Templates
- Email Tracking
- Forecasting
- Interaction Tracking
- Lead Capture
- Lead Distribution
- Lead Generation
- Lead Management
- Lead Nurturing
- Lead Qualification
- Lead Segmentation
- Monitoring
- Opportunity Management
- Pipeline Management
- Pipeline Reports
- Prospecting Tools
- Real Time Data
- Real Time Notifications
- Reminders
- Reporting & Statistics
- Sales Forecasting
- Sales Reports
- Sales Trend Analysis
- Social Media Integration
- Source Tracking
- Task Management
- Template Management
- Third Party Integrations
- Web Forms
- Workflow Management
Nonprofit Project Management
- Activity Dashboard
- Approval Process Control
- Budget Management
- Calendar Management
- Collaboration Tools
- Customisable Templates
- For Nonprofits
- Gantt/Timeline View
- Kanban Board
- Mobile Access
- Project Planning/Scheduling
- Reporting/Project Tracking
- Resource Allocation & Planning
- Task Management
Online CRM Software
- API
- Activity Dashboard
- Activity Tracking
- CRM
- Calendar Management
- Calendar Sync
- Campaign Management
- Cataloguing/Categorisation
- Collaboration Tools
- Contact Database
- Contact Management
- Customer Database
- Customer Service Analytics
- Customer Support
- Customer Surveys
- Customisable Templates
- Customizable Fields
- Data Import/Export
- Document Storage
- Drag & Drop
- Email Management
- Email Marketing
- Email Response Control
- Email Templates
- Email Tracking
- FAQ
- Forecasting
- Interaction Tracking
- Knowledge Management
- Lead Capture
- Lead Management
- Live Chat
- Opportunity Management
- Performance Metrics
- Pipeline Management
- Reminders
- Reporting & Statistics
- Request Escalation
- Routing
- Sales Forecasting
- Sales Reports
- Sales Trend Analysis
- Search/Filter
- Self Service Portal
- Social Media Integration
- Task Management
- Third Party Integrations
- Web-based Deployment
- Workflow Management
- XML / RSS
Sales Force Automation Software
- API
- Activity Dashboard
- Activity Tracking
- Alerts/Notifications
- CRM
- Calendar Management
- Call Management
- Campaign Management
- Channel Management
- Commission Management
- Contact Database
- Contact Management
- Contract/License Management
- Customer Database
- Customer Segmentation
- Customisable Reports
- Customisable Templates
- Customizable Fields
- Data Import/Export
- Document Storage
- Drag & Drop
- Email Management
- Email Marketing
- Email Templates
- Email Tracking
- Field Sales Management
- Forecasting
- Lead Capture
- Lead Generation
- Lead Management
- Lead Qualification
- Opportunity Management
- Performance Metrics
- Pipeline Management
- Pipeline Reports
- Proposal Generation
- Real Time Data
- Real Time Reporting
- Referral Tracking
- Reminders
- Reporting & Statistics
- Sales Activity Management
- Sales Automation
- Sales Forecasting
- Sales Reports
- Sales Trend Analysis
- Task Management
- Territory Management
- Third Party Integrations
- Workflow Management
Sales Forecasting Software
- "What If" Scenarios
- API
- Access Controls/Permissions
- Activity Dashboard
- Activity Tracking
- Alerts/Notifications
- Budgeting/Forecasting
- Business Process Control
- CRM
- Collaboration Tools
- Competitive Analysis
- Contact Database
- Contact Management
- Correlation Analysis
- Customisable Reports
- Customisable Templates
- Customizable Fields
- Dashboard
- Dashboard Creation
- Data Import/Export
- Data Visualisation
- Drag & Drop
- Dynamic Modeling
- Email Management
- Exception Reporting
- Forecasting
- Graphical Data Presentation
- Lead Capture
- Lead Management
- Lead Qualification
- Modeling & Simulation
- Multi-Currency
- Opportunity Management
- Performance Metrics
- Pipeline Management
- Pipeline Reports
- Predictive Analytics
- Real Time Analytics
- Real Time Data
- Real Time Reporting
- Reporting & Statistics
- Role-Based Permissions
- Sales Forecasting
- Sales Reports
- Sales Trend Analysis
- Statistical Analysis
- Task Management
- Third Party Integrations
- Visual Analytics
- Workflow Management
Sales Tracking Software
- Access Controls/Permissions
- Activity Dashboard
- Activity/News Feed
- Alerts/Notifications
- Appointment Scheduling
- Assignment Management
- Calendar Management
- Call Logging
- Collaboration Tools
- Commenting/Notes
- Commission Management
- Customisable Branding
- Customisable Reports
- Data Import/Export
- Document Management
- Electronic Signature
- Email Management
- Email Templates
- Event Triggered Actions
- File Sharing
- Goal Setting / Tracking
- Interaction Tracking
- Kanban Board
- Lead Management
- Lead Scoring
- Leaderboards
- Live Chat
- Mobile Access
- Mobile App
- Process/Workflow Automation
- Product Catalogue
- Prospecting Tools
- Reminders
- Reporting/Analytics
- Revenue Management
- Sales Pipeline Management
- Search/Filter
- Task Management
- Territory Management
- Third Party Integrations
- Transfers/Routing
Social CRM Tools
- API
- Activity Dashboard
- Activity Tracking
- Alerts/Notifications
- Audience Targeting
- Brand Tracking
- CRM
- Calendar Management
- Calendar/Reminder System
- Collaboration Tools
- Communication Management
- Configurable Workflow
- Contact Database
- Contact Management
- Content Management
- Customer Database
- Customer Engagement
- Customer Social Profiles
- Customer Support
- Customisable Reports
- Customisable Templates
- Customizable Fields
- Data Import/Export
- Data Visualisation
- Drag & Drop
- Email Marketing
- Email Templates
- Email Tracking
- Engagement Tracking
- Lead Capture
- Lead Nurturing
- Live Chat
- Marketing Automation
- Mobile Access
- Monitoring
- Multi-Channel Social Integration
- Reminders
- Reporting & Statistics
- Reporting/Analytics
- Sales Pipeline Management
- Search/Filter
- Sentiment Analysis
- Social Media Integration
- Social Media Monitoring
- Social Promotion
- Tagging
- Task Management
- Third Party Integrations
- Visual Analytics
- Workflow Management
Task Management Software
- API
- Access Controls/Permissions
- Activity Dashboard
- Activity Tracking
- Alerts/Notifications
- Assignment Management
- Calendar Management
- Collaboration Tools
- Commenting/Notes
- Create Subtasks
- Deadline Management
- Document Management
- Document Storage
- Drag & Drop
- Email Management
- Email-to-Task Conversion
- File Management
- Gamification
- Gantt/Timeline View
- Import Tasks
- Mobile Access
- Parent Task
- Percent-Complete Tracking
- Prioritisation
- Progress Tracking
- Project Planning
- Project Templates
- Project Time Tracking
- Project Tracking
- Project Workflow
- Projections
- Real Time Notifications
- Real-time Updates
- Recurring Tasks
- Reporting & Statistics
- Reporting/Analytics
- Search/Filter
- Spreadsheet View
- Status Tracking
- Task Board View
- Task Editing/Updating
- Task Management
- Task Planning
- Task Progress Tracking
- Task Scheduling
- Task Tagging
- Third Party Integrations
- Time Tracking
- To-Do List
- Workflow Management
Insightly Alternatives
More Insightly alternatives
Susan A.
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Overall Rating
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Ease of Use
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Features & Functionality
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Customer Support
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Value for Money
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Likelihood to Recommend
- Reviewer Source
- Reviewed on 24/07/2019
"A reliable and completely user-friendly tool with immense productivity."
Comments: 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.
Vendor Response
by Insightly on 16/08/2019
Hi Susan,
Thank you for the feedback. The Chrome Extension you're talking about is actually sunset. Try the new Add-On. :)
- Reviewer Source
- Reviewed on 24/07/2019
Joshua K.
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Overall Rating
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Ease of Use
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Features & Functionality
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Customer SupportUnrated
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Value for MoneyUnrated
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Likelihood to Recommend
- Reviewer Source
- Reviewed on 25/12/2019
"Brings all record-keeping together"
Comments: 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.
Alternatives Considered: Salesforce Sales Cloud
Reasons for Switching to Insightly: Salesforce was not transparent in their pricing. Also, my colleague told me that she heard Salesforce is difficult to set up.
Vendor Response
by Insightly on 30/12/2019
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!
- Reviewer Source
- Reviewed on 25/12/2019
Iain M.
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Overall Rating
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Ease of Use
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Features & Functionality
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Customer Support
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Value for Money
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Likelihood to Recommend
- Reviewer Source
- Source: GetApp
- Reviewed on 05/10/2016
"Long time user verging toward long-suffering user"
Comments: 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.
Vendor Response
by Insightly on 09/10/2016
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.
- Reviewer Source
- Source: GetApp
- Reviewed on 05/10/2016
Austin T.
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Overall Rating
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Ease of Use
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Features & Functionality
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Customer SupportUnrated
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Value for MoneyUnrated
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Likelihood to Recommend
- Reviewer Source
- Reviewed on 03/06/2021
"Constantly Evolving CRM"
Comments: My company switched from Salesforce to Insightly due to Salesforce's high-pressured sales people and lack of being customer-focused. Insightly is a lot better at this and really tries to develop a connection with their clients. For the most part, Insightly has most of what you would expect out of a CRM. As a developer though, I often get ask to add functionality into Insightly and a lot of times there are things that simply can't be done due to system limitations.
Pros: What I like most about Insightly is its simplicity. It's rather easy to get up and going with it. It's also easy to train new users on the system.
Cons: I find that Insightly hasn't fully developed their developer-centric features. I do have to say though that they are always working on improving in this area, but coming from a Salesforce background I find that there is quite a bit lacking. In Insightly's defense, they simply haven't been around long enough or had enough time to build up to the technical capabilities that something like Salesforce has.
- Reviewer Source
- Reviewed on 03/06/2021
Nezar K.
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Overall Rating
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Ease of Use
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Features & Functionality
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Customer Support
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Value for Money
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Likelihood to Recommend
- Reviewer Source
- Reviewed on 25/07/2019
"Effective and Affordable"
Comments: 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.
Alternatives Considered: Pipedrive, Nimble and Bitrix24
Reasons for Switching to Insightly: More enhanced features are included without additional costs.
Vendor Response
by Insightly on 16/08/2019
Hi Nezar,
Thank you for the feedback!!!
- Reviewer Source
- Reviewed on 25/07/2019
