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Insightly

4.0
(578)

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CRM for lifelong customer relationships.

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(156)

Insightly Pricing, Features, Reviews and Alternatives

Insightly FAQs

Q. What type of pricing plans does Insightly offer?

Insightly has the following pricing plans:
Starting from: $29.00/month
Pricing model: Free, Subscription
Free Trial: Available

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Q. Who are the typical users of Insightly?

Insightly has the following typical customers:
Freelancers, Large Enterprises, Mid Size Business, Non Profit, Small Business

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Q. What languages does Insightly support?

Insightly supports the following languages:
Spanish, Portuguese, French, English

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Q. Does Insightly support mobile devices?

Insightly supports the following devices:
Android, iPad, iPhone

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Q. Does Insightly offer an API?

Yes, Insightly has an API available for use.

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Q. What other apps does Insightly integrate with?

Insightly integrates with the following applications:
Wufoo, Constant Contact, Groove, Google Forms, CallRail, Microsoft Outlook, YouCanBook.me, Todoist, Aircall, Process Street, Dropbox Business, Bidsketch, Quotient, Zoho CRM, TimeCamp, Campaign Monitor, FullContact, Robly, ActiveCampaign, SharpSpring from Constant Contact, Formstack Forms, MailerLite, MailUp, Everhour, 123FormBuilder, Kantata, Teamwork, Zapier, TractionNext, Recurly, Gmail, Setmore, Mojo Helpdesk, Myphoner, OneDrive, Google Workspace, OmniFocus, Cyclr, Benchmark Email, Trello, Google Drive, Box, Zoho Books, OnceHub, Outreach, FreshBooks, PersistIQ, Teamwork Desk, dotloop, BookingSync, DirectIQ Email Marketing, ActiveDEMAND, Acuity Scheduling, Kanban Tool, LiquidPlanner, Sendinblue, Contactually, Gravity Forms, Help Scout, Stripe, Automate.io, Jotform, Salesforce Marketing Cloud Account Engagement, SugarCRM, SendGrid, Slack, Google Contacts, Toodledo, Microsoft 365, Typeform, Dotdigital, Proposify, Drip, noCRM.io, Front, GetResponse, ConnectWise PSA, ServiceM8, AnyMeeting, Zendesk Sell, Meta for Business, SupportBee, Quickbooks Online, Clio, Reply, Wave Accounting, Toky, Keap, Chargebee, Hubstaff, Google Calendar, Kixie PowerCall, Mad Mimi, Direct Mail, Kustomer, Mailchimp, Emma, Ignition, Proposable, Marketo Engage, Asana, Microsoft Power BI, Podio, Slemma, FreeAgent, PandaDoc, Wishpond, Xero, Pure Chat, 10to8, HubSpot CRM, Evernote Teams, Lead Liaison, Dasheroo, Intercom, Membrain, Operations Hub, Zoho Invoice, EZ Texting, Shopify, Zendesk Suite

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Q. What level of support does Insightly offer?

Insightly offers the following support options:
FAQs/Forum, Knowledge Base, Chat, Email/Help Desk

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Insightly product overview

Price starts from

29

/user

Per month

What is Insightly?

The world’s most popular CRM software for Google and Office 365 users, Insightly is the CRM of choice for growing teams across all industries, including manufacturing, professional services, media & communications, technology, and construction.

Key benefits of using Insightly

Insightly accelerates sales by:

Collaborating across the organization with centralized customer data
Ensuring adoption with an intuitive and user-friendly UI
Growing your business faster with lead management and automated workflow

Insightly builds relationships by:

Understanding complex organizational relationships with flexible record linking
Tracking frequency of interactions by linking emails, proposals, etc. to contacts, orgs
Increasing sales efficiency by focusing on relationship gaps

Insightly delivers projects by:

Coordinating employee, contractor, and partner activity with task management
Driving productivity with templated tasks and events
Automatically generating tasks, events, emails, and update milestone statuses

Typical customers

Freelancers
Small businesses
Mid size businesses
Large enterprises

Platforms supported

Web
Android
iPhone/iPad

Support options

FAQs/Forum
Knowledge Base
Chat
Email/Help Desk

Training options

Documentation
Live Online
Videos
Webinars

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Starting from

29

/user

Per month

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Starting from

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Ease of use
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Insightly pricing information

Value for money

4.0

/5

578

Starting from

29

/user

Per month

Pricing options

Free plan
Subscription
Free trial
Pricing range

Value for money contenders

Insightly features

Functionality

3.9

/5

578

Total features

126

11 categories

Most valued features by users

Reporting/Analytics
Reporting & Statistics
Third Party Integrations
Activity Dashboard
API
Alerts/Notifications
Data Import/Export
Email Marketing

Insightly users reviews

Overall Rating

4.0

/5

578

Positive reviews

Rating breakdown
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend7.67/10
Rating distribution

5

4

3

2

1

209

238

86

17

28

Pros
Insightly CRM is a great option to consider, it has all the needed features like dashboard, process workflow, lead management, opportunities , converting opportunities to project, etc.
I love the to-do list and the fact that it makes it so much easier in business to keep everyone on the same page. I also love the ease of use of this CRM.
Pricing and features vary widely with what you're willing to pay which is fair and great frankly. There's even a free plan that gives you a sneak peak into the great features.
Cons
API changes caused fatal errors in several of our integrations over the course of our time with Insightly. User interface was never the prettiest.
If we were paying more I would be really dissatisfied. Oh and they are just appalling at sharing their product roadmap.
There are community threads with problems that are unresolved from 3-4 years ago. Support is non existent and the staff are clueless about their own product.
ZC
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Zach C.

CTO

Real Estate, 1-10 employees

Review source

Overall Rating

All of the basic functionality of a CRM, but feels outdated

Reviewed 8 months ago

Transcript

Zach C.: Hi, my name is Zach. I'm a CTO and I give Insightly three out of five stars. For more reviews...

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Sean D.

Marketing Assistant

Computer Software, 51-200 employees

Review source

Overall Rating

Great for contact management from the perspective of customer support

Reviewed a year ago

Transcript

Sean D.: Hey, I'm Sean. I am a Sales and Marketing Coordinator. I give Insightly a five out of five....

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Mathew W.

Transportation/Trucking/Railroad, 11-50 employees

Used daily for 1-2 years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Highly customizable and advanced CRM tool with easy to navigate features.

Reviewed 4 years ago

Insightly , no doubt have been a great addition to our tools for perfect customer relation management. We can track customers, mails and leads and project at an in-expensive subscription providing us with great and handy features.

Pros

Insightly CRM has the most intimidating interface with easy to understand and quite productive features. It is a perfect tool for the customer relation for mid-size and small organizations. We can easily customize the tool in order to get it properly synchronized with our working and requirements.

Cons

From the initial look, it is not very much professional but rather seems to be a visually appealing tool. The integration with the other tool is also not so easy and reliable and affects the overall performance. The project collaboration tools also gives me a tough time so there needs to be some improvements required.

Vendor response

Thanks so much for your kind note, Mathew. At Insightly we work hard to make sure our customers have a great experience with our platform and are able to build lasting relationships with their own customers. Your feedback means a world to us and inspires us to keep up the good work. Cheers, the Insightly team. I'm more than happy to help review your integration concern. Integrations shouldn't slow the system down.

KL
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KELSEY L.

Financial Services, 11-50 employees

Used other for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

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Insightly CRM Review

Reviewed 4 years ago

Overall, Insightly solved my simple problems and provided a solution to our financial services firm so we could track our leads/projects until completion.

Pros

I previously used a version of Salesforce for small companies called Salesforce IQ. It didn't link contacts to leads, projects and companies well. It synced too much information from email and most of it wasn't relevant. Insightly solved all of these problems and made it easy to connect the dots between a person, lead, project, etc.

Cons

The software graphics were somewhat childish initially, but they have updated the graphics over time. It would be great if the software provided analysis / charts on some of the data that is stored there without forcing the user to do it themselves manually in excel.

Vendor response

Thanks so much for your kind note, Kelsey. At Insightly we work hard to make sure our customers have a great experience with our platform and are able to build lasting relationships with their own customers. Your feedback means a world to us and inspires us to keep up the good work. Cheers, the Insightly team

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Kevin L.

Food & Beverages, 1-10 employees

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend6/10

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Frustrating to get started

Reviewed 4 years ago

Overall, I don't think Insightly is the right tool for me due to it's complex setup which I think can improve if there a bit more videos in their help-section. The walkthrus for basic setup are good, but I'd love to see more videos or improvements in workflow automation. I only trialed the software so I can't speak on it as if I were an expert, but I think Insightly has some benefits but just not the right tool for me.

Pros

I was looking for a G-Suite CRM and stumbled upon Insightly. I decided to give it a go and try out the free trial upon reading a few reviews. The main area I was interested in and found to be good was Insightlys e-mail tracking. I sent a test e-mail to both Gmail and Yahoo e-mails and found the tracking to be accurate. I can see how Insightly would be a value add for monitoring sent e-mails, and then creating an automation workflow to auto-add any leads who reply to a pipeline, but I wasn't able to figure out a workflow for it. I do believe it's possible however to not only add to a pipeline but even export the contacts who replied and save to perhaps something like Mailchimp for another customer-journey.

Cons

My first thought was that it looked really in terms of the feature set but I was a bit overwhelmed with the setup and it took me about 2 times to connect to GSuite although, it could have been a bug on my end rather than theirs. After connecting my GSuite account, I started to play around right away, setting up the leads section as I plan to use Insightly for Sales Tracking and lead scoring. I found the UX/UI a bit sluggish, and creating pipelines with custom attributes a bit cumbersome. I was hoping for a rich data-enrichment where all Company/People info would be filled out, but that aspect wasn't there.

MH
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Matt H.

Information Technology and Services, 1-10 employees

Used weekly for 1-2 years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Insightly is the perfect CRM

Reviewed 3 months ago

We are a small business that is growing and Insightly has been there with us from almost the start. I have used a lot of CRMs in my career and honestly Insightly does everything the competition does (and more) with a much more reasonable price point. Insightly is very flexible and can really be built to manage the needs of a many different businesses across many different industries. We don't have any reason to look elsewhere and are very pleased with Insightly.

Pros

First of al, Insightly's price point is excellent. The value we receive in comparison to what we pay is awesome. I really like that I can change things on the fly as needed. There have been a few things I needed specifically that no CRM really had. The team at Insightly was able to find a solution that filled the gaps I had. Their on-boarding and customer success team has been great to work with and very helpful. We are growing and I have no reason to look elsewhere.

Cons

Sometimes I get overwhelmed with all of the items available to change. If I need to make a change, it can seem cumbersome and I may forget where to go. The only other thing I have to say is I wish more could have been setup during my implementation calls. I don't fault my Implementation Specialist for this and I know the purpose of those call were to make sure I could do it all myself.

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Carolyn S.

Fund-Raising, 1-10 employees

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend8/10

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intuitive and easy to use

Reviewed 3 years ago
Pros

easy to customise pipeline, good online information support

Cons

unable to customise reports to the extent we need

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