Home/CRM Software/Insightly
Updated on: September 29, 2022
Insightly - CRM Software
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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
(1,241 Ratings) Write Review

What is Insightly and how does it work?

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

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 Official Website https://www.insightly.com/
Category CRM Software Marketing Automation Software Project Management Software

Insightly Pricing

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

billed Yearly

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

billed Yearly

Features

  • Includes features of Plus plan, plus
  • Lead assignment and routing
  • Schedule outbound emails
  • Integrated phone dialer and call logging (Additional Cost)
  • Automatic call analysis and reporting (Additional Cost)
  • 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 Cost)
  • Professional services(Additional Cost)
  • Developer API support (Additional Cost)
Enterprise (CRM)
$99 /User/Month

billed Yearly

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

billed Yearly

10,000 contacts included

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

billed Annually

10,000 contacts included

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
  • Zoom webinar integration
  • Customized Support and Service Plans (Additional Cost)
Enterprise (Marketing)
$1,299 /Month

billed Annually

10,000 contacts included

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
Insightly AppConnect
$249 /Month

25K Plan : $249 per Account per Month billed Yearly

  • 25,000 tasks per month

100K Plan : $799 per Account per Month billed Yearly

  • 100,000 tasks per month

500K Plan : $3,499 per Account per Month billed Yearly

  • 500,000 tasks per month

Features

  • Hundreds of App Connectors
  • Speed and Simplicity
  • Scalable and Secure
  • Additional 25,000 tasks per month for $249
  • Onboarding fee, $2500
Plus (Service)
$29 /User/Month

billed Yearly

Features

  • Custom ticket automations
  • Macros
  • Custom and scheduled reports
  • Service Level Agreement (SLA) management (some features included)
  • Business hours (single schedule in Plus) (some features included)
  • Dashboard cards (customize with Pro and Enterprise) (some features included)
  • Knowledge base articles (multiple versions, languages with Pro and Enterprise) (some features included) (some features included)
  • Customizable role-based permissions (some features included)
Professional (Service)
$49 /User/Month

billed Yearly

Features

  • Custom ticket automations
  • Macros
  • Custom and scheduled reports
  • Service Level Agreement (SLA) management
  • Business hours (single schedule in Plus)
  • Dashboard cards (customize with Pro and Enterprise)
  • Knowledge base articles (multiple versions, languages with Pro and Enterprise)
  • Customizable role-based permissions
  • Configurable page layouts
  • Community forums
  • Portal customization
  • Custom objects
  • Custom queues
  • Field-level security
  • Ticket sentiment and keyword analysis* (coming soon)
  • Customer satisfaction surveys* (coming soon)
  • Integrations
Enterprise (Service)
$99 /User/Month

billed Yearly

Features

  • Custom ticket automations
  • Macros
  • Custom and scheduled reports
  • Service Level Agreement (SLA) management
  • Business hours (single schedule in Plus)
  • Dashboard cards (customize with Pro and Enterprise)
  • Knowledge base articles (multiple versions, languages with Pro and Enterprise)
  • Customizable role-based permissions
  • Configurable page layouts
  • Community forums
  • Portal customization
  • Custom objects
  • Custom queues
  • Field-level security
  • Ticket sentiment and keyword analysis* (coming soon)
  • Customer satisfaction surveys* (coming soon)
  • Integrations
  • Custom validation rules
  • Calculated fields
  • Custom apps
  • Dynamic page layouts
  • Unlimited brands and portals
  • Comprehensive audit logging
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Disclaimer: The pricing details were last updated on 04/01/2022 from the vendor website and may be different from actual. Please confirm with the vendor website before purchasing.

Learn more about Insightly pricing.

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Insightly Reviews

OVERALL RATING
4.2
Based on 1,241 Rating(s)
Rating Distribution
  • 53.9 %
  • 32.4 %
  • 9.7 %
  • 2.9 %
  • 2.8 %
SHARE YOUR EXPERIENCE Write a Review
Read All Reviews

Videos on Insightly

About Insightly
About Insightly
Welcome to 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
Project screenshot
Deploy Custom Apps screenshot
Dashboard screenshot
Ticket screenshot
Marketing
Marketing
Jobs
Insightly CRM
Drag and Drop
Share Campaign
Project screenshot
Deploy Custom Apps screenshot
Dashboard screenshot
Ticket screenshot

Insightly FAQs

Insightly is CRM Software. Insightly offers the following functionalities:

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

Learn more about Insightly features.

Yes, Insightly provides API.

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Customers

4over LLC
4over LLC
Savanta
Savanta
Atlanta Eats
Atlanta Eats
BookFuel
BookFuel
AT and T
AT and T
Bosch
Bosch

Insightly Integration

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Disclaimer

The research is compiled using multiple sources, let us know of any feedback on feedback@saasworthy.com