Insightly

What Is Insightly?

Insightly is a CRM software that helps businesses manage customer relationships, sales activities, and projects. It allows sales teams to capture lead details, track opportunities, and manage deals through customizable pipelines. The platform also lets users manage customer emails, create quotes, and convert closed opportunities into projects. Teams can set workflow rules, manage tasks, and view business data through customizable dashboards and reports. Insightly also supports integrations with tools such as Microsoft, DocuSign, Shopify, and QuickBooks.

What Is Insightly Best For?

Insightly is best suited for sales teams that want to use AI within their CRM to manage records and sales activities. Its Copilot lets users search contacts, deals, and tasks using natural language. It can also create and update records, draft follow-up emails, and suggest next steps based on previous conversations. The platform also provides AI-generated summaries of emails, calls, and notes to give teams relevant customer context.

How Much Does Insightly Cost?

Insightly price starts at $29/user/month with its Plus plan. Other paid plans for Customer Relationship Management (CRM) are as follows:

• Professional - $49/user/month
• Enterprise - $99/user/month

Besides the fixed subscription charges, users should also account for the total cost of ownership. It includes, but is not limited to, the following:

• Data Migration: Around $1,000–$10,000+ depending on record volume, duplicate cleanup, field mapping, and the complexity of migrating from an existing CRM
• Custom Implementation And Configuration: Between $2,000–$15,000+ for complex pipeline, workflow, permissions, reporting, and data-structure setup
• Third-Party Integration Development: Ranges from $1,000–$10,000+ per integration when proprietary, legacy, or unsupported systems require custom development
• Ongoing CRM Administration: Between $500–$2,000+/month where businesses require dedicated technical support for workflows, permissions, reporting, data quality, and integrations
• Integration Maintenance: Typically $500–$3,000+/year per integration for troubleshooting, API changes, authentication updates, and ongoing technical maintenance
• Guided Onboarding: $1,500, where applicable
• Premier Support And Success: 20% of license, $3,000 annual minimum, where applicable

Disclaimer: The pricing is subject to change.

Insightly Integrations

Insightly software supports integration with multiple systems and platforms, such as:

• Slack software
• Shopify software
• Jira software
• Asana
• ADP Workforce Now

How Does Insightly Work?

Here’s how you can get started with the software upon logging into the system using your credentials:

• Once logged in, open the CRM dashboard to access contacts, opportunities, projects, and other main tools
• Add contacts and leads with relevant customer and company information
• Create sales pipelines and define stages based on your sales process
• Add opportunities to the pipeline and enter details such as value, probability, and expected close date
• Set tasks and activities to keep track of follow-ups and scheduled work
• Create workflow rules to automate routine actions and record updates
• Connect your email account to manage customer communication from within the CRM

Who Is Insightly For?

Insightly is ideal for a wide range of industries and sectors, including:

• Manufacturing
• Consulting
• Finance
• Healthcare
• E-commerce

Insightly Use Cases

Based on our analysis of Insightly features and capabilities, we have identified a few key scenarios where this platform is a good match for specific operational buyers:

1. Marketing Agency Juggling Multiple Client Accounts At Once

A marketing agency managing five or six client accounts at once soon encounters the same issue: campaign data, contracts, and project timeframes get dispersed among multiple platforms for each customer. Insightly's contact and organization management lets the agency keep client records, communications, and related information under individual customer profiles. This gives the team a central place to review each client's information without switching between separate systems.

2. Healthcare Clinic Managing Patient Relationships Without Losing Track

A healthcare clinic that juggles appointment information, insurance papers, and patient questions across many platforms risks losing track of important customer information. Insightly's customer email management keeps customer email interactions connected to CRM records, allowing staff to review previous communications from the relevant contact record. This reduces the need to search through separate email threads when checking what has already been discussed with a patient.

3. Manufacturer With Multiple Divisions Running On Disconnected Systems

A manufacturer with six distinct divisions, each using its own spreadsheets and unconnected software, may find it difficult to obtain a consistent view of customer activity across the organization. Insightly's AppConnect connects the CRM with accounting, ERP, and other business systems, allowing data to transfer between connected applications automatically. This reduces the need to copy customer information between separate systems and keeps related data connected across divisions.

4. Solar Installer Tracking Projects From Quote To Installation

A solar installer managing leads, permits, and crew schedules for a dozen current projects must keep track of each one without having to contact the field team every morning. Insightly's opportunity-to-project conversion carries relevant opportunity details, records, tasks, and files into a new project after a deal closes. This gives project managers access to the information collected during the sales process as the work moves toward installation.

Is Insightly Right For You?

If you run a small or mid-market team already using Insightly CRM, Insightly is a natural fit for handling customer relationships and sales activities in one place. It connects ticket history directly to existing contact and deal records. The platform meets SOC 2 Type II, GDPR, CCPA, and HIPAA compliance standards, and is used by organizations including Noble Biomaterials, Sigma, and Better Earth Solar.

Recently, CRM platforms have been adding more automation and AI capabilities to reduce routine work. Insightly follows this trend with workflow automation that handles emails, reminders, and record updates, helping teams reduce repetitive tasks and keep customer information organized.

Still have confusion about investing in the Insightly software? Contact us at (661) 384-7070 to make an informed decision.