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Insightly

4.0
(639)

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Insightly is the modern, affordable CRM that teams love.

(163)

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

These products have better value for money


Q. Who are the typical users of Insightly?

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


Q. What languages does Insightly support?

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


Q. Does Insightly support mobile devices?

Insightly supports the following devices:
Android, iPad, iPhone


Q. Does Insightly offer an API?

Yes, Insightly has an API available for use.


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 by Marigold, FullContact, Robly, ActiveCampaign, Lead Gen & CRM (formerly SharpSpring), Formstack Forms, MailerLite, MailUp, Everhour, 123FormBuilder, Kantata, Teamwork.com, 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, Brevo, Contactually, Gravity Forms, Help Scout, Stripe, 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 by Marigold, Ignition, Proposable, Marketo Engage, Asana, Microsoft Power BI, Podio, Slemma, FreeAgent, PandaDoc, Wishpond, Xero, Pure Chat, Sign In Scheduling, HubSpot CRM, Evernote Teams, Lead Liaison, Dasheroo, Intercom, Membrain, Operations Hub, Zoho Invoice, EZ Texting, Shopify, Zendesk Suite


Q. What level of support does Insightly offer?

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

Insightly product overview

Price starts from

29

/user

Per month

What is Insightly?

Insightly is the modern, affordable CRM that teams love. It’s easy to use, simple to customize, and scales with companies as they grow, solving common pain points that legacy CRMs can't. Insightly helps teams build and convert sales pipeline, increase productivity, and build lasting customer relationships. Powerful in any vertical, Insightly CRM customers can add companion products for marketing automation, customer service, and integrations in the same platform. Insightly is trusted by more than a million users worldwide.

Key benefits of using Insightly

Build and Convert Sales Pipeline
Convert quality leads to opportunities, actively manage every step from opportunity to close, and grow your business faster than ever.

Increase Productivity
By supporting intuitive, automated, and scalable processes, teams are empowered to close deals and deliver services faster and more efficiently.

Build Lasting Customer Relationships
Show customers and prospects you know them by capturing the right information about every interaction and using your data to deliver great experiences.

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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Insightly pricing information

Value for money

4.0

/5

639

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

639

Total features

108

12 categories

Most valued features by users

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

Insightly users reviews

Overall Rating

4.0

/5

639

Positive reviews

Rating breakdown
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend7.7/10
Rating distribution

5

4

3

2

1

241

263

87

19

29

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.
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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 2 years ago

Transcript

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

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 2 years 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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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 5 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.

NG
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Natalie G.

Construction, 11-50 employees

Used daily for 2+ years

Review source

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

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Insightly - We're Back Again

Reviewed a year ago

We love Insightly and have solved the major issue of project management as well as integration with Quickbooks so we can have a high level overview of each project, opportunity, and where we are with the quickbooks billing. It saves us a lot of time and removes a lot of human error in our processes as well.

Pros

The ease of tracking multiple types of projects and stages of the project and the visibility of each project's status. We tried Hubspot for two years and came back with Insightly as it was so much better to use.

Cons

The marketing function, and the products, pricebooks, and quotes could use some additional features compared to their competition. They aren't as easy to use and can be clunky at times.

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Dave R.

Entertainment,

Used daily for 1-2 years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support

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HORRIBLE experience with Insightly.

Reviewed 7 years ago

We've been looking around for a new system for the past few months. Insighly has a lot of great features but we've run into way too many problems using it.

Pros

* CRM and project management together in the same application * Easy navigation between clients, leads, tasks, etc * User-friendly interface

Cons

Far too many features are missing and it seems like Insightly just isn't in a hurry to make the necessary features available such as: * Can't send HTML emails from within Insightly. It's 2016 -- HTML email has been around for a long time. It's so hard to believe that this isn't a priority for them. * Can't PRINT any of the data from within Insightly. This is a necessary feature for our company...

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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 4 years ago
Pros

easy to customise pipeline, good online information support

Cons

unable to customise reports to the extent we need

AT
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Amanda T.

Human Resources, 11-50 employees

Used daily for 6-12 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend3/10

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Used insigntly before HubSpot

Reviewed a year ago

Used it daily to manage customers and projects. Didn’t have enough features so we switched to hubspot

Pros

It was an ok product to use before we switched to HubSpot. Helped to manage customers, and projects.

Cons

Couldn’t do as much as Hubspot, though the price is very low

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