Last Updated
Overview
Insightly offers CRM and project management software for various industries, centralizing critical information and enabling web and mobile access. It is a simple, customizable, and user-friendly tool for productive customer and partner relationship management, although it is reported to be somewhat overpriced.
Overall Rating
Based on 54 users reviews
4.4
Rating Distribution
Positive
94%
Neutral
4%
Negative
2%
Starting Price
Custom
Insightly Specifications
- Contact Management
- Lead Management
- Opportunity Management
- Sales Forecasting
What Is Insightly?
Overview
Insightly offers CRM and project management software for various industries, centralizing critical information and enabling web and mobile access. It is a simple, customizable, and user-friendly tool for productive customer and partner relationship management, although it is reported to be somewhat overpriced.
A cloud-based SaaS (Software-as-a-Service) solution, Insightly is widely used for its CRM capabilities by 1.5 million users around the globe. The platform is commonly used by small businesses in a variety of industries to manage operations at every stage from building customer relationships, generating quotes, delivering projects, and accelerating sales, and much more. Insightly offers seamless integration with an extensive list of solutions and tools including Gmail and Outlook plugins, Office 365, Evernotes, MailChimp, and other popular apps.
Important Features Of Insightly Software
Insightly offers exciting and unique tools for email tracking, contact management, lead management, opportunity management, relationship linking, call management, workflow automation, project management, and advanced reporting. Insightly has a very intuitive interface so you won't need to spend lots of time and money on training. The software sets itself apart by incorporating features to not only gather data but also feed it to other apps in the user's portfolio. Insightly also offers a comprehensive smartphone CRM app which offers business card scanning and audio notes.
Insightly Pricing
USP: Provides small businesses with specific, enterprise-level modules for large companies and multi-level organizations for an affordable cost. 360 view allows users can organize contacts in categories such as customers, partners, vendors, and suppliers.
Support: Support can be reached via an online forum and phone (business hours).
Disclaimer: The pricing is subject to change
Product Advantages
Offers granular sharing settings. Has a powerful BI integration that remarkably improves reporting capabilities. The mobile app features expanded workflow management tools. Creates web forms to harvest leads. Offers email tracking and a list of attractive templates.
Product Limitations
Lead assignment rules are only available in Professional and Enterprise plans. Does not offer an option for automatic email forwarding. Lead and contact information are split into separate tabs. No available pipelines for leads.
Still trying to decide if Insightly is right for you? Contact our customer support team at (661) 384-7070, who will help you make the best decision.
Insightly Reviews
Total 54 reviews
4.4
All reviews are from verified customers
Rating Distribution
5
Stars48%
4
Stars46%
3
Stars2%
2
Stars2%
1
Stars2%
Share your experience
Insurance, 1-10 employees
Less than 6 months
“offers great security!”
Pros
The security is excellent and I like that it provides good value for both individual users and teams. Customer support is also helpful but comes at a premium. It even includes a solid set of task management tools and very effective team collaboration features.
Cons
Getting help as an individual user means we are limited to email or chat. For guided setup or live phone support, we have to pay for a Premier package that costs between $1500 and $3000. The individual plan felt very basic while the team plan was much more powerful but also significantly more expensive.
Rating Distribution
Ease of use
9
Value for money
5
Customer Support
6
Functionality
9
Financial Services, 51-100 employees
Less than a year
“Affordable but complex CRM”
Pros
Its main strengths are its affordability and its potential. It's a very cost-effective CRM to get started with and it offers a high degree of customization for businesses on a tight budge
Cons
Unfortunately, realizing that potential requires significant effort. The customization tools are not intuitive, making the platform difficult to work with. It also lacks robust automation and native integrations, so connecting it to other tools in your stack can be a challenge.
Rating Distribution
Ease of use
4
Value for money
7
Customer Support
7
Functionality
4
Internet, 11-50 employees
Less than a year
“A simple and user-friendly interface”
Pros
I really loved the simple, user-friendly interface. Another huge plus is how much freedom you have to customize the dashboards exactly how you want them.
Cons
The main drawback as per me is that the free version is pretty limited in what it can do.
Rating Distribution
Ease of use
8
Value for money
8
Customer Support
8
Functionality
6