Insightly

Insightly

by Insightly

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?

Insightly is a powerful, easy to use CRM software with native integrations to Gmail, Office 365, MailChimp, and other popular applications. With more than 1.5 million users worldwide in a variety of industries, small to mid-sized businesses use Insightly to manage opportunities at every stage of the sales process, link customer relationships, deliver projects, build quotes, and more.

Insightly Details

Insightly

http://www.insightly.com

Founded 2010

Insightly Pricing Overview

Insightly starts at US$29.00/month. Insightly has a free version and offers free trial. See additional pricing details for Insightly below.

Starting Price

US$29.00/month

Pricing Details

Free and paid plans starting at $29/user/month

Free Version

Yes

Free Trial

Yes

Deployment

Cloud, SaaS, Web

Mobile - iOS Native

Mobile - Android Native

Training

Live Online

Webinars

Documentation

Support

Business Hours

Online

Insightly Features

Advertising Agency Software
Campaign Management
Collaboration
Document Management
File Sharing
Project Management
Task Management
Time Tracking
Calendar/Reminder System
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes/Proposals
Segmentation
Social Media Integration
Task Management
Territory Management
Business Card/Badge Scanning
Calendar/Reminder System
Document Storage
Forecasting
Lead Scoring
Live Chat
Marketing Automation Integration
Quotes/Proposals
Segmentation
Social Media Integration
Task Management
Territory Management
Client Tracking
Contract Management
Forecasting
Project Management
Quotes/Proposals
Sales Pipeline Management
Scheduling
Contact Database
Contact Import/Export
Interaction Tracking
Lead Management
Prospecting Tools
Sales Pipeline Management
Search/Filter
Segmentation
Shared Contacts
Campaign Management
Interaction Tracking
Lead Capture
Lead Distribution
Lead Nurturing
Lead Scoring
Lead Segmentation
Pipeline Management
Prospecting Tools
Source Tracking
Document Management
Forecasting
Quality Control
Quote Management
Resource Management
Supplier Management
Supply Chain Management
Traceability
Accounting Integration
ERP
MES
MRP
Maintenance Management
Purchase Order Management
Quality Management
Quotes/Estimates
Reporting/Analytics
Safety Management
Shipping Management
Cataloguing / Categorisation
Customer Service Analytics
Customer Support Tracking
Email Response Control
Knowledge Management
Live Chat
Performance Metrics
Search
Self Service Portal
Billing & Invoicing
CRM
Client Portal
Collaboration Tools
Document Management
Portfolio Management
Project Management
Proposal Generation
Quote Management
Resource Management
Time & Expense Tracking
Agile Methodologies
Budget Management
Client Portal
Collaboration Tools
Cost-to-Completion Tracking
Customisable Templates
Gantt Charts
Idea Management
Kanban Board
Milestone Tracking
Portfolio Management
Resource Management
Time & Expense Tracking
Traditional Methodologies
Agile Methodologies
Budget Management
Collaboration Tools
Due Date Tracking
Gantt Charts
Kanban Board
Prioritisation
Progress Tracking
Resource Management
Task Management
Template Management
Traditional Methodologies
Collaboration Tools
Cost-to-Completion Tracking
Gantt Charts
Kanban Board
Milestone Tracking
Percent-Complete Tracking
Prioritisation
Status Tracking
Time & Expense Tracking
Campaign Management
Client/Property Matching
Contact Management
Email Marketing
Interaction Tracking
Lead Management
Property Alerts
Referral Tracking
Segmentation
Call Management
Campaign Management
Channel Management
Commission Management
Contact Management
Contract Management
Customer Database
Email Marketing
Field Sales Management
Lead Management
Opportunity Management
Performance Metrics
Proposal Generation
Referral Tracking
Sales Forecasting
Territory Management

Insightly Reviews

Showing 5 of 474 reviews

Overall
3.9/5
Ease of Use
4/5
Customer Service
3.7/5
Features
3.8/5
Value for Money
3.9/5

A reliable and completely user-friendly tool with immense productivity.

Reviewed on 24/07/2019
Susan A.
Sr. Manager-Business Operations
Information Technology & Services, 10,001+ Employees
Used the Software for: 1+ year
Reviewer Source 
5/5
Overall
5/5
Ease of Use
5/5
Features & Functionality
5/5
Customer Support
5/5
Value for Money
Likelihood to Recommend:
Not Likely Extremely Likely

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. :)

intuitive and easy to use

Reviewed on 29/10/2019
Carolyn S.
Manager
Fund-Raising, 2-10 Employees
Used the Software for: 2+ years
Reviewer Source 
5/5
Overall
5/5
Ease of Use
3/5
Features & Functionality
Customer Support
Value for Money
Likelihood to Recommend:
Not Likely Extremely Likely

Pros: easy to customise pipeline, good online information support

Cons: unable to customise reports to the extent we need

Insightly is a CRM with a very clean interface that is easy to navigate

Reviewed on 18/02/2020
Krystal K.
Editor
Media Production, 2-10 Employees
Used the Software for: 2+ years
Reviewer Source 
4/5
Overall
5/5
Ease of Use
4/5
Features & Functionality
5/5
Customer Support
5/5
Value for Money
Likelihood to Recommend:
Not Likely Extremely Likely

Comments: Insightly is my favorite CRM. I love the app version, and I am able to connect Insightly with other apps. It offers great value for the product, and customer support is good, and responsive.

Pros: I love Insightly because it has a clean look that is easy on the eyes, and it is a very intuitive CRM, unlike many others that can overwhelm or be confusing.

Cons: Hard to think of many drawbacks with this CRM. Sometimes I wish the community pages and discussion boards were more lively.

Brings all record-keeping together

Reviewed on 25/12/2019
Joshua K.
Owner
Utilities, 2-10 Employees
Used the Software for: Free Trial
Reviewer Source 
4/5
Overall
4/5
Ease of Use
4/5
Features & Functionality
Customer Support
Value for Money
Likelihood to Recommend:
Not Likely Extremely Likely

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.

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!

Long time user verging toward long-suffering user

Reviewed on 05/10/2016
Iain M.
COO and Technical Director
Management Consulting, 51-200 Employees
Used the Software for: 2+ years
Reviewer Source 
Source: GetApp
3/5
Overall
4/5
Ease of Use
2/5
Features & Functionality
2/5
Customer Support
5/5
Value for Money
Likelihood to Recommend:
Not Likely Extremely Likely

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.