Home/CRM Software/Insightly
Updated on: January 19, 2021
What is Insightly ?
Insightly - CRM Software : SaaSworthy.com
View Gallery
93% The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More

Insightly

Elegant solution for Business Development
(1,684 Ratings) Write Review

Insightly is a powerful CRM tool for capturing and managing leads in every aspect of a sales process. Insightly gives you the power of complete contact management and can track the relevant lead information from emails. One can upload files straight from Dropbox, Box, Google Drive, Microsoft OneDrive and Insightly online without any upsets and conveniently. The inbuilt project management system helps you continuously monitor the workflow and publish at the right time. Unquestionably, this tool fits in different sectors like accounting, construction, education, health, real estate and many more.

Insightly Awards

Most Worthy
Highly Rated
Most Popular
Highly Rated
Fastest Growing
Most Popular
Most Searched

Insightly Features Show All Features

Insightly Technical details

Support Business Hours Online Customer Type Freelancers Large Enterprises Medium Business Small Business
API Location / Phone Number San Francisco, California / +1 888-999-4039
Deployment SaaS/Web/Cloud Mobile - Android Mobile - iOS Category CRM Software Marketing Automation Software Project Management Software

Insightly Pricing

Pricing ModelFree Trial , Subscription , Quotation Based
Plus (CRM)
$29 /User/Month

Features

  • Lead management
  • Automatic duplicate detection
  • Mass emailing
  • Email templates
  • Visualize leads with kanban
  • Web to lead capture
  • Automatic social profile enrichment
  • Contact and organization management
  • Task and event management
  • Relationship linking
  • Attach files from cloud storage
  • Opportunity management
  • Customizable sales processes
  • Apply task and event activity sets
  • Assign sales teams
  • Batch update records with ease
  • Native Android and iOS mobile apps
  • Real-time mobile data synchronization
  • Mobile business card scanning: 15
  • Mobile contact and calendar integration
  • Mobile voice notes
  • Integrated project management
  • Milestones and associated task tracking
  • Calendar synchronization
  • Configurable project processes
  • Convert won opportunities to projects
  • Built-in business intelligence dashboards
  • Configurable reports
  • Customized report scheduling and emailing
  • Integration with Google G-Suite Login, Calendar, and Docs
  • Integration with Microsoft Office 365 Login, Calendar, and OneDrive
  • Slack integration with AI bot
  • Insightly Outlook add-on
  • Insightly Gmail add-on
  • Roles and permissions: 2
  • Configurable profiles and page layouts: 2
  • Over 250 integrations to business apps
  • Published web services API
  • Calendar sync
  • Contact sync
  • Gmail integration
  • Outlook integration
  • Cloud file storage integration
  • Standard support plan
Professional (CRM)
$49 /User/Month

Features

  • Includes features of Plus plan, plus
  • Lead assignment and routing
  • Schedule outbound emails
  • Mobile business card scanning: 25
  • Customizable real-time insight cards: 100
  • Build and share customized BI dashboards
  • Complete workflow automation
  • Custom object creation
  • Roles and permissions: Unlimited
  • Configurable profiles and page layouts: Unlimited
  • Configurable webhooks
  • Configurable outbound webhooks
  • Customized Support & Services Plan (additional pricing)
  • Professional services (additional pricing)
  • Developer API support (additional pricing)
Enterprise (CRM)
$99 /User/Month

Features

  • Includes features of Professional plan, plus
  • Mobile business card scanning: 50
  • Customizable real-time insight cards: Unlimited
  • Products, Price Books and Quotes
  • Custom validation rules
  • Calculated fields on any object
  • Deploy custom apps on any platform
  • Lambda function authoring and execution
  • Dynamic page layout rules
  • Schedule serverless lambda functions
Plus (Marketing)
$299 /Month

Features

  • Email marketing
  • Mobile optimized content creation
  • Dynamic list segmentation
  • External form tracking
  • Hosted forms: 10
  • Hosted landing pages: 10
  • Journey builder
  • Lead nurturing
  • Lead de-duplication
  • Lead scoring and grading
  • Real-time CRM connector
  • Automation rules: 10
  • Built-in business intelligence dashboards
  • Configurable reports
  • Customized report scheduling and emailing
  • Roles and permissions: 2
  • Configurable profiles and page layouts: 2
  • File hosting: 100 MB
  • Integration with Google G-Suite login
  • Integration with Microsoft Office 365 login
  • Standard support plan
Professional (Marketing)
$599 /Month

$599 per Month billed Annually

Features

  • Includes features of Plus (Marketing) plan, plus
  • Email client rendering preview (additional cost)
  • Hosted forms : 50
  • Hosted landing pages : 50
  • Advanced prospect tracking
  • Analytics tracking domains : 3
  • Automation rules : 50
  • Customizable real-time insight cards : 100
  • Build and share customized BI dashboards
  • Advanced email analytics
  • Website traffic analysis
  • Custom object creation
  • Configurable webhooks
  • Roles and permissions : Unlimited
  • Configurable profiles and page layouts : Unlimited
  • File hosting : 500 MB
  • Customized Support and Service Plans (additional cost)
Enterprise (Marketing)
$1,299 /Month

$1299 per Month billed Annually

Features

  • Includes features of Professional (Marketing) plan, plus
  • Email client rendering preview
  • Hosted forms : Unlimited
  • Hosted landing pages : Unlimited
  • Multiple scoring categories
  • Event based segmentation
  • Custom event triggering and reporting
  • Analytics tracking domains : 20
  • Automation rules : 100
  • Customizable real-time insight cards : Unlimited
  • Calculated fields
  • Custom validation rules
  • Lambda function authoring and execution
  • Dynamic page layout rules
  • File hosting : 10 GB
  • SAML Single Sign-on
Screenshot of the Vendor Pricing Page
View Full Screen

Disclaimer: The pricing details were last updated on 13/08/2018 from the vendor website and may be different from actual. Please confirm with the vendor website before purchasing.

Insightly FAQs

Insightly is CRM Software. Insightly offers the following functionalities:

  • Contact Management
  • Call Logging
  • Product Catalog
  • Lead Scoring
  • Project Management
  • Referral Tracking
  • Marketing Automation
  • Customer Support
  • List Management
  • Quotes (Proposals)

Learn more about Insightly features.

The pricing for Insightly starts at $29.00 per user per month. Insightly has 6 different plans:

  • Plus (CRM) at $29.00 per user per month.
  • Professional (CRM) at $49.00 per user per month.
  • Enterprise (CRM) at $99.00 per user per month.
  • Plus (Marketing) at $299.00 per month.
  • Professional (Marketing) at $599.00 per month.
  • Enterprise (Marketing) at $1299.00 per month.

No, Insightly does not offer a free plan.

Learn more about Insightly pricing.

Yes, Insightly provides API.

Ask the Community View Community

Insightly Alternatives Insightly Alternatives

95% The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More
monday.com
(6615 RATINGS)
monday.com
Monday.com makes capturing leads and nurturing them an easy process by offering a CRM that takes just minutes to set up. The software also makes it extremely...
Try for Free
91% The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More
Pipedrive
(4711 RATINGS)
Pipedrive
Pipedrive CRM is the simpler way to sell. It makes your life easy, for less legwork and more sales. Drag-and-drop deals through pipelines, track conversations,...
Visit Website
95% The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More
HoneyBook
(524 RATINGS)
HoneyBook
HoneyBook helps small business owners make sure nothing falls through the cracks between you and your clients with billing, contracts, conversations, and more...
Visit Website
88% The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More
Pipeliner CRM
(672 RATINGS)
Pipeliner CRM
Pipeliner has revolutionized CRM with our unique visual interface, no-code workflow automation engine, and instant, dynamic insights and reporting.
Visit Website
89% The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More
HubSpot CRM
(10100 RATINGS)
HubSpot CRM
A forever-free customer relationship management software that provides solution to all your CRM needs. HubSpot CRM automates the tasks for your sales people...
Visit Website
Insightly vs HubSpot CRM
98% The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More
Salesforce
(28874 RATINGS)
Salesforce
An all-in-one customer relations management software that provides excellent features to sell, market and service your products. With the help of its...
Visit Website
Insightly vs Salesforce
98% The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More
Zoho CRM
(6832 RATINGS)
Zoho CRM
Zoho CRM helps businesses of all size in maintaining a high standard of customer relations with its feature-rich software. The multichannel support feature...
Visit Website
Insightly vs Zoho CRM
90% The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More
Copper (ProsperWorks...
(1313 RATINGS)
Copper (ProsperWorks...
A productivity tool that comes equipped with several sales features like online CRM, real estate CRM, healthcare CRM, sales forecasting, sales enablement etc....
Visit Website
Insightly vs Copper (ProsperWorks CRM)
87% The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More
Method CRM
(173 RATINGS)
Method CRM
Method CRM is a QuickBooks CRM to manage real-time sync of business needs. Track opportunity, create estimates and convert leads to QuickBooks in one click....
Visit Website
Insightly vs Method CRM
95% The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More
SugarCRM
(1137 RATINGS)
SugarCRM
SugarCRM is a CRM solution that tries to keep things as simple as possible with a clean and intuitive interface that gives you access to the main features as...
Visit Website
Insightly vs SugarCRM
92% The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More
bpm’online CRM
(227 RATINGS)
bpm’online CRM
bpm’online CRM is a leading low-code, process automation and CRM company. Today, that company serves thousands of customers worldwide. bpm’online CRM’s...
Visit Website
Insightly vs bpm’online CRM
91% The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More
Keap
(2700 RATINGS)
Keap
Keap's CRM and sales and marketing tools help you get more done with less work so you can grow your business. Create a repeatable sales process that makes it...
Visit Website
Insightly vs Keap
91% The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More
Act!
(1045 RATINGS)
Act!
Act! CRM is designed keeping in mind the needs of small size and mid size businesses to build lasting relationships with their customers. The software lets you...
Visit Website
Insightly vs Act!

Insightly Reviews

OVERALL RATING
4.2
Based on 1,684 Rating(s)
Rating Distribution
  • 53.1 %
  • 31.5 %
  • 9.8 %
  • 3 %
  • 2.6 %
SHARE YOUR EXPERIENCE Write a Review
Sort By
Filter by Source
Kalyan CSource : g2crowd.com
(Reviewed on 15 August 2020)
"Good CRM Solution"

What do you like best?

Thanks to this tool we have been able to generate consistent quotes much more quickly taking advantage of all kinds of opportunities.

What do you dislike?

It is a bit difficult to maintain the integration or even integrate it with other tools

Recommendations to others considering the product:

it meets multiple requirements

What problems are you solving with the product? What benefits have you realized?

Thanks to this tool we have been able to generate consistent quotes much more quickly taking advantage of all kinds of opportunities.

...more
Industry Analyst / Tech Writer in Leisure, Travel & TourismSource : g2crowd.com
(Reviewed on 07 July 2020)
"Understanding and building better relationship with customers"

What do you like best?

It helps build a better relationship with customers. With one unified customer platform, you get clear picture of their details, needs, and preferences. Based on all this and other details, it becomes easier to understand the customer's more personal

What do you dislike?

User interface and difficulty of integration with other tools, but works well with google app

Recommendations to others considering the product:

If you want to have a good relationship with your customers, it important to understand their behavior and need, and if their needs are kept in the first place and giving them the right delivery experience, they will always be loyal! And, I think this platform is one to be used! Highly recommended!

What problems are you solving with the product? What benefits have you realized?

Auditing and keeping track of customers behavior

...more
Ellen BSource : g2crowd.com
(Reviewed on 24 June 2020)
"Insightly CRM keeps contacts, companies and deals using free tools and maximizes the productivity."

What do you like best?

It contains guidelines on how to operate the system. With a few clicks you can grasp all the tools. Key features include email tracking and email profiles. User can communicate with customer and take notes. It allows business to run smoothly with more productivity in less time. The best feature for me is issue ticketing. Basic tools like finding the information of company, template for emails and tracking the activities of sales team are helpful. With the help of notification system user is informed immediately.

What do you dislike?

The mobile version of the software needs many improvements. To utilize more features paid version is needed which is a bit more expensive. At many times contact listed was not correct. Bugs prevented the system from saving and glitches would make the service to log out. However, the pros outshine the cons.

What problems are you solving with the product? What benefits have you realized?

Insightly CRM is beginners friendly tool allowing users to expand the business. It is a marvelous software that is highly recommended.

...more
MarshallSource : financesonline.com
(Reviewed on 23 April 2020)
Perfect CRM tool for medium-sized businesses

PROS & CONS

What are the best aspects of this product?

Insightly is a CRM tool that can be integrated with several social media platforms. It is a reliable solution for customer engagement, project management, and data storage. I highly value my relationship with my clients and this tool helped me gain insights on how to serve them better.

What aspects are problematic or could work better?

It took some time for me to be fully acquainted with all of Insightly’s features. I have had a very good experience using it so far, but I would like it better if I can use it to send HTML emails.

What specific problems in your company were solved by this product?

This CRM tool is cost-friendly and is perfect for medium-sized businesses. It has helped me create quotes more efficiently. It is also easily accessible from a mobile device. Overall, I could say that I am extremely satisfied with Insightly.

Are you a current user of this product?

No

...more
Mary WSource : g2crowd.com
(Reviewed on 07 April 2020)
"Slightly earns best business reputation through "Insightly""

What do you like best?

For me my customers owe much importance. Insightly has made easier for me to get engage with customers and synchronize data. I found it useful in term of project management and to integrate with other social apps. It’s very important to know how tour client is feeling; by using Insightly I get entire idea of their buying experience.

What do you dislike?

It takes quite time and a full description before getting ready to use it professionally. So you have to go through videos which are a guide for all level users. It does not support to send HTML emails. However my personal experience is going very best.

Recommendations to others considering the product:

I want to recommend the team to improve its appearance. A beginner may find it traffic jammed with the overall view. Also please add some more features in free trial version .But it is recommended for all the medium sales process of a business. This is very reliable for maintain sales data and order prediction.

What problems are you solving with the product? What benefits have you realized?

It is very useful for moderate business setups. You do not have to pay heavy bills. Before using this app I had to generate quotes and it always takes so long. But now once I add a particular client to my CRM I don’t have to worry about details and quote is generated so easily in few minutes. It is very easy to use from cell phones. I have very satisfied by this modern marketing platform.

...more
Emily BSource : g2crowd.com
(Reviewed on 20 March 2020)
"Easy to work with!"

What do you like best?

This product has allowed me to manage and get a clearer view of my organization’s sales. With Insightly, I can organize all the information of my client and sort them on different categories, allowing me to have a faster way to approach them when needed. Its project management tools are also amazing although it’s not a product which it’s directed that way, it makes a great job to keep track of the way a project is going and create a timeline that can be used to see all the milestones and tasks.

Insightly lets me manage multiple things in the same software, and it doesn’t get clogged up by too many features. My favorite feature is the calendar, which is highly intuitive and I can customize it whenever I want to fit my schedules, without duplicating events or causing mistakes that could lead to problems in my job.

The integration with Gmail is interactive and it’s easy to send emails and assign tasks to people, without leaving the app. I like how this software is designed to have all the data from my client stored in one place for me to be able to improve my customer engagement workflow.

What do you dislike?

I wish the customer service was more attentive and responsive. I would also like to see more done to the Gmail gadget!

Recommendations to others considering the product:

I believe that everyone needs to use a CRM to keep their work a lot more organized, and Insightly is such a great start for everyone. Training is even included when you start using it, which I love.

What problems are you solving with the product? What benefits have you realized?

I work with a lot of clients, at the same time, and on different projects and brands. That being said, it was important for me to find a software to fit my customers needs. Before this software, I was stuck in using spreadsheets for all my work which result in a bad done job that wasn’t flattering at all. Now, with Insightly I can have the information displayed in a cool way that is easy to search and look through, instead of taking lots of time to find something trivial in one of my spreadsheets. That is the main reason why Insightly works so well for me. Another reason is because I get access to other amazing tools such as project management features and integrations that I wouldn’t have if I didn’t use this software. My schedule was a mess before, too, and I’m glad that I get to have access to an incredible calendar that allows me to fit all my meetings into my schedule. It’s a product that ensures everything is well documented and stored.

...more
ColleenSource : financesonline.com
(Reviewed on 16 March 2020)
Insightly has a lot of great features

PROS & CONS

What are the best aspects of this product?

Insightly empowers you with a better understanding of your business. Several tasks can be performed with this tool. It comes handy for storing and organizing data, scheduling and tracking events, and managing projects at large. I find its calendar and Gmail integration features to be particularly useful.

What aspects are problematic or could work better?

I would have a better experience with using Insightly if their customer service would improve. It would also be nice if they could add more functionalities to their Gmail integration feature.

What specific problems in your company were solved by this product?

With this tool, I can provide better service to my clients. It allows me to store and get easy access to my data. In addition, it gives me the benefit of having several integrations that I have not had the privilege of trying before. It helps me become more organized and deliver quality outcomes.

Are you a current user of this product?

No

...more
Katie MSource : g2crowd.com
(Reviewed on 16 March 2020)
"Most professional and successful product with all essential features and functionalities"

What do you like best?

Insightly is the best ever product for managing business relationships. I found it to be the most Practical app and enriched with almost all features. It helps us a lot in giving maximum reliability to our projects. It is really doing a great job and offers all useful features and functionalities. It fulfills all the needs of business. It really works according to the advertisement. With the invention of this the workload has greatly reduced. World's renowned product managing time and recording to do list effectively.

What do you dislike?

In my opinion this is the best ever product and it always produce better results. It always keeps me satisfied. I do not come across any kind of problem while using this wonderful product. It is the most appropriate and well designed product. It is totally according to my requirements.

Recommendations to others considering the product:

I strongly suggest this useful product to other customers. After having Insightly I am sure your investments will cover within few days. I would say don't miss the opportunity, just go and have it.

What problems are you solving with the product? What benefits have you realized?

The biggest and foremost pro is that it's interface is clean, clear and quite good enough. It is super super easy to use. It let us connect easily with other apps. It offers excellent customer support. I found it to be very responsive all the time. It is a good initiative for managing leads. It is the most efficient product for keeping the whole records. It let us integrate several things into one system such as contacts, notes, emails and many more. It is the most convenient way of finding information related to proposals as well as opportunities in order to provide platform for coworkers to work easily. It is the most authentic tool for managing sales leads as well as processes. In short this is well developed incomparable CRM tool than any other.

...more
Administrator in AccountingSource : g2crowd.com
(Reviewed on 25 February 2020)
"Awesome experience!"

What do you like best?

Reporting dashboards and the customization available.

What do you dislike?

Some of the lack of integrations especially since we don’t use zapper.

What problems are you solving with the product? What benefits have you realized?

Business development and increase in business and conversion of sales.

...more
Andrei NSource : g2crowd.com
(Reviewed on 16 November 2019)
"A beautiful task management program"

What do you like best?

The lengths and depths that you can use in this program, is simply astounding. Although a few companies i've worked for, have not used it to the full capacity, i have luckily been exposed to the various layers that atlassian has to offer.

What do you dislike?

This application is satisfying. I would like to highlight its customer support response that matters for its name building. Customer support is quick, skilled and completely professional that brings complain solutions in seconds and makes the software user satisfy.

What problems are you solving with the product? What benefits have you realized?

Insightly CRM is probably the most user friendly management app i've tried so far! It has a really small learning curve, unlike some other more complex tools. It's really easy to keep track of your work, of your team mate's work, and overall progress through the timeline. There's a feeling of satisfaction when you close items of your list and see that progress bar grow - it makes me want to close more tasks! And all of this is done on a beautifully designed app.

...more
Read All Reviews

Videos on Insightly

About Insightly
About Insightly
Insightly CRM for Consultants Live Demo 10/23/19
Insightly CRM, Live Demo

Insightly Screenshots

Marketing
Jobs
Insightly CRM
Drag and Drop
Share Campaign
Marketing
Marketing
Jobs
Insightly CRM
Drag and Drop
Share Campaign

Customers

4over LLC
Savanta
Atlanta Eats
BookFuel

Insightly Integration

93%
(14361 RATINGS)
Collaboration Software
(49512 RATINGS)
Business Instant Messaging Software
91%
(1478 RATINGS)
Time Tracking Software
98%
(26820 RATINGS)
Email Marketing Software
91%
(10120 RATINGS)
Collaboration Software
87%
(362 RATINGS)
Time Tracking Software
90%
(721 RATINGS)
Time Tracking Software
98%
(26015 RATINGS)
Accounting Software
98%
(1566 RATINGS)
Proposal Software
88%
(31 RATINGS)
Help Desk Software
(137 RATINGS)
iPaaS Software
(565 RATINGS)
iPaaS Software
96%
(5392 RATINGS)
Accounting Software