Insightly Pricing, Features, Reviews & Comparison of Alternatives

Insightly

CRM for lifelong customer relationships.

3.94/5 (488 reviews)

Insightly overview

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.
With Insightly, all your critical sales and business data—leads, contacts, emails, events, quotes, projects, tasks, sales opportunities, and business reports—are organized and secure in one place. As a result, you and your team have the most up-to-date customer information at your fingertips at all times, helping you align teams, speed up the sales cycle, and provide consistently great customer experience throughout the entire customer journey.

Use Insightly’s custom objects and apps to tailor workflows and processes to your unique business needs and preferences, ensuring high adoption and satisfaction. Easily integrate Insightly with other tools, including email, file management, accounting, and messaging platforms. For any other integrations, Insightly offers an open (and free) RESTful API, webhooks, or Lambda functions to enable seamless data synchronization.
www.insightly.com

Pricing

Starting from
$29/month
Pricing options
Free
Subscription
Free trial
Value for money
View Pricing Plans

Devices

Business size

S
M
L

Markets

United States, Canada, United Kingdom, Australia, China and 3 other markets, India, Japan, Germany

Supported languages

English, French, Portuguese, Spanish
Insightly screenshot: Gain valuable insight into the most important aspects of the business with reports and dashboardsInsightly CRM - Opportunity ManagementInsightly screenshot: Powerful and flexible pipelines that automate your sales process Insightly screenshot: Manage business relationships - customers, vendors and employees in one place Insightly screenshot:  Track lead activity and status so nothing falls through the crackInsightly screenshot: Reports provide insight into sales and productivity performance Insightly screenshot: Use pipelines or milestones to track project deliverables and progress  Insightly screenshot: Manage your business on the go with Insightly's mobile appInsightly CRM - Show your leads who's boss

Insightly user reviews

Value for money
Features
Ease of use
Customer support
  3.9
  3.8
  3.9
  3.7
Elizabeth Pastena

Manage your business relationships with Insightly

Used daily for 1-2 years
Reviewed 2020-02-26
Review Source: Capterra

Insightly CRM has offered us a solution to practically all our samples, thanks to it I have obtained a lot of reliability to the projects that are carried out in the office maintaining the conviction that we constantly obtain more and better results. It is fully customizable and adaptable to our requirements, also thanks to this we have been able to capture a large number of new customers, renew contracts and interests with customers within our company. It is a very attractive tool and the results have been very professional, its functionality is totally successful and will recover your investment in the blink of an eye, do not miss the opportunity to obtain a system to manage relationships with your customers and enhance each area that makes up your company, being fully customizable to whatever your requirement.

Pros
Insightly has worked great to be able to direct excellent relationship management with our clients, either by creating them or maintaining them in a wide range of industries in a wide variety of fields, be they consulting, health, manufacturing, among others. Thanks to this tool we have been able to generate consistent quotes much more quickly taking advantage of all kinds of opportunities.

Cons
It is a bit difficult to maintain the integration or even integrate it with other tools, just as they do not present frequent updates and they are not very striking either, but in general terms I can confirm its excellent functionality.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 9/10

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Joshua Kort

Brings all record-keeping together

Used daily for free trial
Reviewed 2019-12-25
Review Source: Capterra

We have only been using Insightly for a couple of weeks, but overall I've liked it a lot. Prior to using Insightly, we were manually note-taking in Word documents for each client. Each time that a lead was converted, we then had to go and update everything. Now that we are able to integrate all of our notes, contacts, emails, etc. into one system, the workload has drastically lightened.

Pros
The thing that I like most about Insightly is that it allows me to document everything from start to finish with each customer. For example, if I send an email to a lead/customer, all I have to do is add that as an attachment in Insightly and I can go back at any time and see anything that was linked with that particular person. This helps track progress when passing off to other team members, too. In a sense, Insightly brings all of the "record-keeping" together and puts in one simple platform.

Cons
The project management function is pretty basic. Unlike a couple other CRM software that I've tested, Insightly does not offer many of the graphical views that the others do. Being someone who has an easier time seeing data in the visual realm, this was a feature that I wished Insightly would add.

Response from Insightly


Hi Joshua! Thanks so much for your kind words. We work hard to make Insightly a preferred CRM for businesses like yours, and are thrilled you're making the most out of our platform. Thank you for being our valued customer. We look forward to helping you and your team reach new heights!

Rating breakdown

Ease of use
Features

Likelihood to recommend: 8/10

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Anonymous

Great for contact management from the perspective of customer support

Used daily for less than 6 months
Reviewed 2020-11-19
Review Source: Capterra

I use this daily to not lose my mind while trying to figure out information on a customer. More often than not I have to refer to our Insightly contact database to get all the information I need without having to wait on a customer to get back to me saving me on average maybe a full hour of productivity each day. Couldn't recommend it more for maintaining contacts between teams.

Pros
Great for contact management Great for holding customer information Huge time saver for our support team

Cons
The UI could use a touch up especially with everything that is on the market now. It feels a bit dated in presentation.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 8/10

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Iain Mackay

Long time user verging toward long-suffering user

Used daily for 2+ years
Reviewed 2016-10-05
Review Source: GetApp

This is a product I wanted to like so much. We have been using Insightly for many years. We were attracted to it because it combined CRM and Project Management. Over the years they have improved the CRM aspect, but have left PM virtually untouched. Their support is haphazard and they often introduce new *features* which cause problems - like the day Google Contact Sync stopped working, or the day Google Contact Sync started duplicating contacts in Google etc. Because we signed up so long ago, we have an excellent pricing model. If we were paying more I would be really dissatisfied. Oh and they are just appalling at sharing their product roadmap. It's like driving a manual shift car as the mechanic is fitting new gears as you speed up.

Pros
Great CRM and Pipeline Management out the box! Contact Syncing for Google is great - despite minor issues. Good simple project lists. Links nicely to Mailchimp and Xero.

Cons
Very very poor project management. You will need to use other packages for almost anything. No resource management. No Gantt charts. No visibility. Email integration is rudimentary. Task integration is non-existent. No Office 365 contact synchronisation.

Response from Insightly


Thanks for the feedback. I'll pass this on to our product team because all feedback helps us improve. With regards to exposing our product road map -- it's common that privately held companies do not make their product road map public. If you have specific questions on features please send an email to laura@insightly.com and we can let you know if they are on the roadmap. Thanks.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 5/10

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Shannon Gordon

It is perfect platform for earning great business reputation

Used daily for 1-2 years
Reviewed 2020-08-31
Review Source: Capterra

Insightly gives us many different idea of report generation and allows managing delivery time periods. I think there is no Good app other then this to keep good estimation of sales funnel.

Pros
It has made very easy to observe overall sales activity through Insighlty. We use it through mobiles, laptops, personal computers likewise we synchronize data through many other applications like Gmail and office 365. It is playing a great role in our organization. Overall it is an excellent CRM that is providing wonderful services and helping us to build strong relations

Cons
Since we have been using Insightly I have not come across any major difficulty. It is working amazingly and providing great services.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 8/10

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Insightly pricing

Starting from
$29/month
Pricing options
Free
Subscription
Free trial
View Pricing Plans

Free:
$0 (Free for up to 2 users)

Plus
$29/user/month (billed annually)

Professional
$49/user/month (billed annually)

Enterprise
$99/user/month (billed annually)

Insightly features

API
Activity Dashboard
Activity Tracking
Automatic Notifications
Calendar Management
Contact Management
Custom Fields
Customer Database
Customizable Branding
Customizable Reporting
Customizable Templates
Data Import/Export
Email Integration
Real Time Data
Reminders
Reporting & Statistics
Social Media Integration
Third Party Integration

Electronic Payments (173 other apps)
Surveys & Feedback (183 other apps)

Security and privacy

Encryption

Encryption of sensitive data at rest
HTTPS for all pages

Access control

Multi-factor authentication options
This will ask you to sign in with LinkedIn

GetApp Analysis

In order for small businesses to grow and flourish, they need access to the best tools possible. Insightly is a CRM and project management application designed specifically for SMBs. The web-based solution enables its users to create strong relationships with their most loyal customers, so they can effectively maximize revenue and grow their businesses.

Created for organizations with between one and 200 employees, Insightly has integrated some of the most important features of a CRM platform—including flexible calendaring, automatic address books, file sharing, and notifications—with a project management system that uses tasks, milestones, and pipelines to keep organizations on track. Using Insightly’s linking feature, SMBs have the ability to create true 360-degree views of their complete networks. Insightly has all the functionality necessary for small business sales teams.


What is Insightly?

The purpose of Insightly is to provide SMBs with ways to build better relationships with their customers. In doing this, Insightly has developed a CRM and project management system that allows its clients to manage contacts, organizations, vendors and suppliers from within a unified system. Being able to link any object—such as a contact, organization or opportunity—to any other object is another way that Insightly gives businesses a complete view over their entire networks at a single glance.

Using Insightly should help SMBs streamline everyday processes for improved business efficiency, productivity, and effectiveness. As the name implies, Insightly provides its users with deep insights into how their customer relationships are influencing sales. As a result, many businesses experience an increase in sales after they begin using Insightly’s platform.


Who is Insightly For?

Insightly was developed specifically to fit the needs of small businesses, which the company defines as those having between one and 200 employees. Although Insightly may be used by organizations in any industry, the platform is especially useful for service businesses.

The company’s current roster of clients includes organizations in the business services, consulting, education, entertainment, media, financial services, food services, grocery, insurance, manufacturing, nonprofit, retail, real estate, security, technology, and travel industries. While Insightly is designed to be used by every member on an organization’s team, it is especially useful for those working in sales and marketing departments.


Main Features

Managing Contacts

Insightly’s CRM solution gives you a way to see all of your customers and prospects in a centralized location. You can also use the flexible calendaring, notes, comments, and tagging features to keep track of important thoughts after getting off the phone with a client.

Before you can start managing contacts from within Insightly, you’ll need to add a few of your clients or prospects to the system. Import contacts and notes, or manually add the information for each new client and prospect you come across. In addition to including basic details like name and email address, Insightly provides you with space for including personal details and linking to the contact’s social media accounts.

Using leads

Lead management is an integral component within Insightly. By setting up leads, sales teams can keep track of anyone who appears interested in their products or services, but hasn’t actually verified his or her interest in the business. These individuals can be added to a company’s Insightly account through the Leads tab.

Regardless of how your leads are obtained (purchased contact lists, website forms, trade shows, or other marketing efforts), you’ll want to turn on the Leads functionality to enter those leads into your Insightly account. When you determine that a certain lead is qualified, you can convert the lead by linking the contact and organization. (Insightly doesn’t convert related contacts and organizations until leads are converted into opportunities.) You can manage the status of each lead, along with the source of your lead’s information.

Setting Tasks

Insightly’s Tasks feature can be used in a number of different ways, including making to-do lists, logging meetings and phone calls, and creating email reminders. The most common way to use this feature is by creating a list of all the tasks that need to be done before a certain project will be complete. You also have the option to set reminders on tasks, which means you’ll receive an email notification before the task is due. Tasks can be linked to contacts, opportunities, projects, organizations, and emails.

Click on the “Task” tab from the dashboard page to begin the process of adding a new task to you list. Insightly gives you the option to assign the task to a particular colleague and set a due date. You can also set the priority level and status, and update the progress-percentage as the task gets closer to completion.

Sending Email

Insightly now offers a way for business users to compose and send email from their Insightly accounts. Just select the lead or contact to communicate with and get started writing the message. Setting up email templates is one way that many Insightly users have found to make writing email messages even easier.

Send a new email message to a single lead or contact by clicking on the Actions menu when viewing that lead or contact, and then selecting Email This Lead or Email This Contact. You can send a new email from a template or compose your own from scratch. Although Insightly offers you the ability to send emails directly through its web-based platform, you also have the option to compose and send emails from your default program by clicking on an email address link in Insightly.

Linking Objects

Insightly is one of the only CRM solutions that provides its users with a way to create a true 360-degree view of their networks. By linking together objects—including contacts, organizations and opportunities—with other objects, users are able to clearly see how relationships are impacted by certain actions.

Click on a contact and scroll down to the “links” section. To add a new link, type in the name of the contact, organization, or opportunity that the contact is associated with. For example, in addition to noting that Contact A is associated with Contact B, you can also include information about how those two prospects are related.

Using Pipelines

A pipeline is a linear series of steps, which Insightly lets you define for projects and opportunities. Users can view pipelines to see their progress along a path. A pipeline should include all the anticipated stages in a workflow, up through the completion of the project.

To create a pipeline, visit the System Settings, choose a pipeline name, and click the “Edit Stages” link next to the new pipeline. Insightly will draw the pipeline stages for you above your stage list. The next time you create a new project, that pipeline will show up in a populated list for you to choose from, and you can select which stage the project is currently at.

Generating Reports

Insightly’s reports are based on opportunities and completed activities. Reports can be filtered by date ranges, and quickly reformatted for printing. A few of the Opportunity Reports that users can choose from include: Opportunity Category Breakdown, Reasons For Losing Opportunities, Opportunity Pipeline Stage Report, Total Incoming Opportunities, and Value Of Opportunities.

To generate a report, click on the type of report you want to create and customize the settings based on the dates, pipelines, tags, and responsibilities you’d like to use. When those selections have been made, you can generate a custom report. If Insightly’s reports don’t meet a particular need that your organization is facing, you also have the option to export your records. This enables you to create reports using whichever outside tool you prefer.

Scanning Business Cards

Using Insightly’s mobile apps, professionals have the ability to take photos of business cards and automatically create contacts or lead records in their CRM. This action takes place automatically, and it is available to all paid Insightly accounts.

To start scanning business cards with your smartphone’s rear camera, the the + icon within the mobile app and choose the “scan” option. Insightly allows you to scan a certain number of cards each month. Once you’ve snapped the photo, you can add tags, background information, and select visibility permissions for each new contact or lead. Insightly will follow up with an email update on each card you scan.


Integrations

Insightly integrates with a number of popular business apps and services, allowing users to connect their CRM and project management system to products like Google Apps, Google Calendar, Gmail, Google Drive, Evernote, Xero, Quote Roller, INinmail, MailChimp, Torpio, and Zapier. Insightly offers an Outlook App that provides enhanced productivity for businesses that use Office 365 and Outlook 2013. In addition to its integration with QuickBooks Online, Insightly offers an integration with Xero.


Pricing

Free accounts are available for businesses with two or fewer users. Monthly pricing plans start at $12 per user, per month (when paying annually). Upgraded plans range in price from $29 per user, per month to $99 per user, per month (when paying annually).


Bottom Line

  • CRM and project management solution for SMBs.

  • Enables businesses to create strong relationships with customers.

  • Created for businesses with one to 200 employees.

  • Integrates with many of the most popular business apps.

  • Linking feature gives users a 360-degree view of their business networks.


Videos and tutorials

Additional information for Insightly

Key features of Insightly

  • Alerts
  • Automatic address book
  • Automatic lead distribution
  • Automatic notifications
  • Automatic reminders
  • CRM
  • Calendar management
  • Client management
  • Collaboration
  • Contact Database
  • Contact management
  • Custom charts
  • Custom fields (per record type)
  • Custom objects/apps
  • Customizable branding
  • Customizable fields
  • Customizable reporting
  • Customizable templates
  • Dashboard
  • Data filtering
  • Document storage
  • Duplicate detection
  • Email notifications
  • Email templates
  • Email tracking
  • Event triggered actions
  • File management
  • File sharing
  • Filtered views
  • Lead assignment
  • Lead capture
  • Lead distribution
  • Lead management
  • Linking to provide 'influence' view for sales & service
  • Multi-currency
  • Native iOS & Android mobile apps
  • Permission management
  • Powerful Google & Microsoft calendar integration
  • Project management
  • Project tracking
  • Quote generation
  • Recurring tasks
  • Reporting & statistics
  • Sales reporting
  • Sales tracking
  • Scheduled reporting
  • Search functionality
  • Sidebar chrome extension
  • Social media integration
  • Status tracking
  • Tags & keywords
  • Task management
  • Tasks and Milestones
  • Third party integration
  • Track Opportunities/Pipelines
View All Features

Benefits

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