Insightly

About Insightly

Insightly stands out as a versatile and powerful CRM tool, adept at capturing and managing leads through every stage of the sales process. With Insightly, users benefit from comprehensive contact management capabilities, enabling them to effortlessly track essential lead information, including details derived from emails. The platform's seamless integration with popular cloud storage services like Dropbox, Box, Google Drive, and Microsoft OneDrive simplifies file uploads, ensuring a hassle-free experience. Beyond its CRM functionalities, Insightly features an inbuilt project management system that allows for continuous workflow monitoring and timely content publication. Its adaptability makes it an ideal choice for various sectors including accounting, construction, education, health, and real estate, solidifying its position as a fundamental tool for businesses aiming to streamline their operations and enhance productivity.

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Pricing

Free Trial Not Available
Starts at $29.0. Offers Free-forever plan.
View Detailed Pricing

SW Score Breakdown The SW Score breakdown shows individual score for product features.Read more

Features The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more

99%
Reviews

76%
Momentum

67%
Popularity

79%

Platforms Supported

Browser Based (Cloud)
Mobile App (Android, iOS)

Organization Types Supported

All (Small, Medium, Large)
Freelancers

API Support

Available

Modes of Support

Business Hours, Online

Insightly Awards

# 16 Fastest Growing Software CRM Software
Q2 2025

# 6 Most Popular Software CRM Software
Q1 2024

# 6 Most Popular Software CRM Software
Q1 2023

# 1 Highly Rated CRM Software
Q1 2022

# 6 Most Popular CRM Software
Q1 2022

# 3 Most Worthy CRM Software
Q4 2020

# 1 Highly Rated CRM Software
Q4 2020

# 4 Most Popular CRM Software
Q4 2020

# 17 Highly Rated CRM Software
Q3 2019

# 13 Fastest Growing CRM Software
Q3 2019

# 7 Most Popular CRM Software
Q3 2019

# 5 Most Searched CRM Software
Q3 2019

Insightly Features

Show Feature Explanation

Show Missing Features

CRM Features

Features: The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more

99%

Unique Features

Advanced Automation

Allows for building smart automation for repetitive tasks, enhancing efficiency and consistency.

Omnichannel Customer Engagement

Unified management of customer interactions across multiple channels, including web, mobile, and social media.

Predictive Analytics

Advanced analytics for predicting customer behavior and sales opportunities

IoT Integration

Leveraging Internet of Things devices for enhanced data collection and analysis

Customization

Helps to customize the system for use in industry-specific use cases

AI Assistant

AI Assistant helps you provide information and perform specific tasks to significantly improve your success rate. It can perform one or many tasks like analyzing your deals, contacts, and emails, generating the perfect email, and more.

Standard Features

Real-time Data Sync

Allows to synchronize with other systems for up-to-date information across platforms

Customer Segmentation

Helps to segment contacts and customers into groups based on various criteria such as demographics, behavior, purchase history, hottest leads

Opportunity Management

Opportunity or Pipeline Management allows tracking and managing sales opportunities, including stages of the deal, probability of closing, and associated activities throughout their lifecycle.

Sales Force Automation

Streamlined management of the sales cycle from lead to close

Territory Management

Helps to assign, manage sales territories and conveniently track their progress

Reporting (Analytics)

Provides insightful reports and important business metrics to track and measure the outcomes and progress.

Order Management

Helps tracking, monitoring, supervising, and meeting deadlines concerning ordered goods in an automated and systematic way

Collaboration Tools

Interactive tools meant to make the application highly collaborative and encourage teamwork

Lead Management

A systemized and organized way of managing all your leads and their conversation.

Quotes (Proposals)

Create effective sales proposals by generating multiple quotes per opportunity

List Management

Enables management of multiple lists and communications with them

Customer Support

Ensures after-sales interactions with your customers and solve queries related to your products and services

Marketing Automation

Develop customer relationships, automate marketing programs and measure your marketing ROI

Referral Tracking

Track and manage your referred customers.

Project Management

Helps in managing the projects necessary for streamlining and enhancing the customer relationship management tasks.

Lead Scoring

Lets you manage your prospective leads by scoring them on the basis of their response.

Product Catalog

Lets your sales representatives, as well as customers, view details and prices of each product.

Call Logging

Call Logging helps to register call details such as call duration, date and time of calls, notes, etc.

Contact Management

Organizing customer data in a centralized location and handling contact details, demographics, transactions, etc.

Document Management

Ability to store and manage various information and documents in electronic format.

Dedicated Phone Line Integration

Incorporating dedicated phone lines for customer support and sales, enabling direct communication and call tracking

Marketing Automation Features

Website Visitor Tracking

This feature allows you to analyze and understand the behavior of your website visitors.

Lead Nurturing

Timely following up with your leads in order to convert them into a prospective customer.

Lead Management

A systemized and organized way of managing all your leads and their conversation.

Landing Pages

Enables you to create an attractive platform where your subscribers will be directed to upon clicking on a link in the email

Email Drip Campaigns

An email drip campaign helps you automatically send a series of emails at regular intervals.

Channel Management

It is the process that assists businesses to develop various marketing strategies and techniques in order to reach out to the potential customer base as much as possible.

Campaign Segmentation

A feature that helps to acquire more leads by evaluating anonymous website visitors along with their buying needs, preferences, and loyalty.

Analytics (ROI Tracking)

ROI (Return on Investment) evaluates the profitability of your expenditure on a marketing program and identifies the most effective campaigns to drive revenue.

Multivariate Testing

Allows testing different variations of multiple webpage elements to find the best one among them

Lead Scoring

Lets you manage your prospective leads by scoring them on the basis of their response.

Project Management Features

Timeline View

Allows to plan and prioritize and visualize tasks in a GANTT chart like horizontal time-axis.

Project Templates

It holds a bundle of built-in templates that can be customized and used in different projects

Idea Management

Facility to receive insights from internal and external stakeholders

Custom Workflows

Facility to create workflows with custom stages, process, and status.

Compliance Management

Helps in making an assessment of risks, ensures policy comprehension and that policies/procedures are being followed

Time & Expense Tracking

Time and Expense is the process of recording and tracking hours worked and expenses as they relate to projects

Task Management

Task management is the process of managing a task through its life cycle, including planning, testing, tracking, and reporting.

Status Tracking

Status Tracking refers to the management of projects, which includes but is not limited to measuring and reporting the status of milestones, tasks and activities

Resource Management

Resource management is the process by which businesses manage their various resources effectively. Those resources can be intangible – people and time – and tangible – equipment, materials, and finances.

Requirement Management

Requirements management is the process of collecting, analyzing, refining, and prioritizing product requirements and then planning for their delivery.

Project Planning

Project planning is a discipline for stating how to complete a project within a certain timeframe, usually with defined stages, and with designated resources.

Portfolio Management

Portfolio management is the art and science of making decisions about investment mix and policy

Percent-Complete Tracking

Percentage of work done on estimated items.

Milestone Tracking

They act as signposts through the course of your project, as they help to ensure that you're staying on track.

Issue Management

Issue management is the process of identifying and resolving issues. Problems can be resource constraint, technical failures etc.

Document Management

Ability to store and manage various information and documents in electronic format.

AI Assistant

AI Assistant helps you provide information and perform specific tasks to significantly improve your success rate. It can perform one or many tasks like analyzing your deals, contacts, and emails, generating the perfect email, and more.

Kanban Board

To visualize the workflow of a project typically representing sticky notes on a white board

Recurring Task Management

Helps in monitoring and tackling the tasks or responsibilities that are needed to be managed on a recurrent basis

IT Project Management

IT project management is the process of planning, organizing and delineating responsibility for the completion of an organizations' specific information technology (IT) goals.

Budget Management

Analyzing financial information to ensure all operations are within budget

Insightly Pricing

Free Trial

Not available

No Credit Card Required, Get Started for Free

Pricing Options

Freemium ( Limited Features )

Premium Plans ( Subscription )

Pricing Plans

Free Free

Features

Up to 2 users
Up to 2,500 records
5 email templates
10 emails per day
2 custom fields
Custom page layouts

Plus (CRM) $29.00 $29.00 per user / month

Billed Yearly

Features

Lead management
Automated, customized emails
Email templates
Web-to-lead capture
Kanban view
Native Marketing and Service integration
Real-time connector to Marketing
Contact and organization management
Opportunity management
Customizable sales processes
Task management
Relationship linking: contacts, organizations
Batch update records
Attach files from the cloud
Insightly mobile app
Real-time data synchronization
Mobile business card scanning
Mobile contact and calendar integration
Mobile voice notes
Built-in business intelligence dashboards
Configurable, customizable reports
Convert won opportunities to projects
Native project management
Configurable, automated workflows
Google, MS 365 integrations
PandaDoc, QBO, and Xero integrations
Role-based permissions: 2
Configurable profiles/page layouts: 2
Custom fields: 50
REST public API

Professional (CRM) $49.00 $49.00 per user / month

Billed Yearly

Features

Includes features of Plus plan, plus
Lead assignment and routing
Schedule outbound emails
Custom queues
Customizable, real-time insight cards: 100
Role-based permissions: Unlimited
Configurable profiles/page layouts: Unlimited
Custom page layouts
Custom fields: 100
Webhooks
Supports AppConnect low-code, no-code integration
Complete workflow automation
Custom objects

Enterprise (CRM) $99.00 $99.00 per user / month

Billed Yearly

Features

Includes features of Professional plan, plus
Customizable real-time insight cards: Unlimited
Custom fields: 200
Custom apps
Field-based permissions
Calculated fields
Products, pricebooks, and quotes
Custom validation rules
AWS lambda authoring and execution
SAML and SCIM single-sign on
Comprehensive audit logging
Sandboxes

Plus (Marketing) $99.00 $99.00 per month

Billed Yearly

Record limit: 100,000

Features

Marketing prospects included: 2000
Monthly email send volume: 5x prospects purchased
Email marketing automation
Journey builder
Email health reporting
Dynamic list segmentation
Hosted files
Hosted forms: 10
Hosted landing pages: 10
Preview email before sending
A/B email testing
Email and landing page designer
Prospect scoring
Native CRM and Service integration
Real-time CRM connector
Webinar integration
Behavioral marketing analytics and automation
REST API
Built-in business intelligence dashboards
Configurable, customizable reports
Role-based permissions: 2
Configurable profiles and page layouts: 2
Custom fields: 50

Professional (Marketing) $499.00 $499.00 per month

Billed Yearly

Record limit: 250,000

Features

Marketing prospects included: 10,000
Monthly email send volume: 10x prospects purchased
Includes features of Plus (Marketing) plan, plus
Hosted forms : 50
Hosted landing pages : 50
Custom prospect scoring models: 5 custom models
Multivariate email testing
Prospect profiles and grading
Advanced prospect tracking
Analytics tracking domains: 3
Webhooks
Customizable, real-time insight cards: 100
Role-based permissions: Unlimited
Configurable profiles and page layouts: Unlimited
Custom fields: 100
Custom objects
Zoom webinar registration
Supports AppConnect low-code, no-code integration

Enterprise (Marketing) $999.00 $999.00 per month

Billed Yearly

Unlimited records

Features

Marketing prospects included: 20,000
Monthly email send volume: 15x prospects purchased
Includes features of Professional (Marketing) plan, plus
Hosted forms : Unlimited
Hosted landing pages : Unlimited
Custom prospect scoring models: 10 custom models
Comprehensive audit logging
Analytics tracking domains: 20
AWS lambda authoring and execution
Customizable, real-time insight cards: Unlimited
Custom fields: 200
SAML and SCIM single-sign on
Calculated fields
Custom validation rules
Supports AppConnect low-code, no-code integration

Insightly AppConnect $249.00 $249.00 per user / month

Per Account Per 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: $249
Required onboarding: $2500

Plus (Service) $29.00 $29.00 per user / month

Per Agent Per Month Billed Annually

Features

Comprehensive ticket editor
Ticket auto-assignment
Ticket email auto-response
Escalation rules and queues
Knowledge base
SLA tracking and management
Web-to-object and ticket
Configurable email settings
Built-in business intelligence dashboards
Configurable, customizable reports
Create new opptys and tasks from existing tickets
Role-based permissions: 2
Configurable roles and page layouts: 2
Email templates
Custom fields
public API
Macros

Professional (Service) $49.00 $49.00 per user / month

Per Agent Per Month Billed Annually

Features

Includes features of Plus plan, plus
Customer satisfaction surveys
Configurable roles and page layouts: Unlimited
Custom ticket automations
Portal customization
Custom objects
Custom queues
Supports AppConnect low-code, no-code integration

Enterprise (Service) $99.00 $99.00 per user / month

Per Agent Per Month Billed Annually

Features

Includes features of Professional plan, plus
Comprehensive audit logging
Role-based permissions: Unlimited
Configurable roles and page layouts: Unlimited
Custom validation rules
Calculated fields
Unlimited brands and portals
AWS lambda authoring and execution
SAML and SCIM single-sign on

Plus (Insightly All-in-One) $349.00 $349.00 per month

billed Yearly

Insightly CRM – Plus
Insightly Marketing – Plus
Insightly Service – Plus
Insightly AppConnect – 25k

Add-ons

CRM users: 2 users included
Additional CRM Users: $29 per User per Month
Marketing prospects: 2,000 prospects included
Additional Marketing prospects: Up to 100,000
Service agents: 2 agents included
Additional Service agents: $29 per User per Month
AppConnect technical setup – required: $3,000
Guided product onboarding – required: $1500
Premier Success Program – required: 20% of license ($3,000 minimum annually)

Professional (Insightly All-in-One) $899.00 $899.00 per month

Billed Yearly

Insightly CRM – Professional
Insightly Marketing – Professional
Insightly Service – Professional
Insightly AppConnect – 25k

Add-ons

CRM users: 5 users included
Additional CRM Users: $49 per User per Month
Marketing prospects: 10,000 prospects included
Additional Marketing prospects: Up to 250,000
Service agents: 5 agents included
Additional Service agents: $49 per User per Month
AppConnect technical setup – required: $3,000
Guided product onboarding – required: $1500
Premier Success Program – required: 20% of license ($3,000 minimum annually)

Enterprise (Insightly All-in-One) $2,599.00 $2,599.00 per month

Billed Yearly

Insightly CRM – Enterprise
Insightly Marketing – Enterprise
Insightly Service – Enterprise
Insightly AppConnect – 100k

Add-ons

CRM users: 10 users included
Additional CRM Users: $99 per User per Month
Marketing prospects: 20,000 prospects included
Additional Marketing prospects: Up to 1,000,000
Service agents: 10 agents included
Additional Service agents: $99 per User per Month
AppConnect technical setup – required: $3,000
Guided product onboarding – required: $1500
Premier Success Program – required: 20% of license ($3,000 minimum annually)

Screenshots of Vendor Pricing Page

Disclaimer: The pricing details were last updated on 08/01/2024 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

User Rating

4/5 (Based on 5,164 Ratings)

Rating Distribution

Excellent
28.6%
Very Good
49.9%
Average
16%
Poor
3.4%
Terrible
2.1%

User Sentiments

Ease of Use, Extensive Integrations, Effective Contact Management, Customizable Features

Limited Customization Options, Slow Performance, Unintuitive Interface, Lack of Robust Reporting

Do You Use Insightly?

Write a Review

Review Summary

Overall, Insightly garners positive feedback for its user-friendly interface, customizable features, and effective sales tracking capabilities. Users appreciate the ease of managing customer relationships, scheduling appointments, and tracking sales pipelines. The mobile app is also praised for its convenience and functionality. However, some users have expressed concerns regarding occasional bugs and glitches, the need for improved reporting and analytics, and the limited customization options for certain features. Additionally, a few users have reported issues with customer support responsiveness.

Pros

Affordable and easytouse CRM platform for small businesses and startups.
Offers customizable features, including custom fields and workflows.
Mobile app for onthego access and productivity.

Cons

Limited integrations with other business applications, such as accounting and marketing software.
Some users may find the interface cluttered and overwhelming.
Limited reporting capabilities compared to more robust CRM platforms.

Insightly Reviews

AI-Generated from the text of User Reviews

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