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Insightly Pricing, Features, Reviews and Alternatives

Insightly product overview

Price starts from

$

29

/momonth
Per Feature

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

Chat
Email/Help Desk
FAQs/Forum
Knowledge Base

Training options

Documentation
Live Online
Videos
Webinars

Insightly pricing information

Value for money

3.9

/5

497

Price starts from

$

29

/momonth
Per Feature

Pricing options

Free plan
Subscription
Free trial
Pricing range

Value for money contenders

Insightly features

Functionality

3.8

/5

497
Total Features124 11 categories

Most valued features by users

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

Insightly users reviews

Overall rating

3.9

/5

497

Positive reviews

75%

Write a review
Rating breakdown
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend7.64/10
Rating distribution

5

4

3

2

1

169

205

79

17

27

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.

NA

Nawar A.

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.

MP

Melinda P.

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.

AR

Anonymous Reviewer

Cons
If we were paying more I would be really dissatisfied. Oh and they are just appalling at sharing their product roadmap.

Iain M.

API changes caused fatal errors in several of our integrations over the course of our time with Insightly. User interface was never the prettiest.

AR

Anonymous Reviewer

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.

AR

Anonymous Reviewer

Overall Rating

Decent software option that gets the job done

Reviewed 2 years ago

Transcript

Sola: Hi, my name is Sola, and I work in business development in the insurance industry. I give Insightly...

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

Share this review:

A reliable and completely user-friendly tool with immense productivity.

Reviewed 2 years ago

Insightly CRM offers a wide range of services for our business to improve our customer services and have provided us with benefits to enhance our marketplace. It has allowed us to successfully engage our working relationships with the clients in a more reliable way. I have also been performing project management tasks with this tool.

Pros

Insightly CRM is itself a very reliable tool which allows the user to gain the most of the advantage with its easy to use features and efficient tools. We can also easily integrate it with other tools to improve the overall productivity. It's super responsive when dealing with the customers. We can easily maintain our sales cycles and ongoing customer service to provide extra care for the clients. The user-interface is also quite easy and manageable than other such tools.

Cons

Chrome extensions are bit of a clunky addition which further complicated the working procedure so mostly avoid it. The other tools integration is right on point but the social media integration misses few of the parts and continues to be a wastage of time for us. In the end, it proves to be much effected on our overall work and improves the efficiency of our work routine.

Vendor response

Hi Susan, Thank you for the feedback. The Chrome Extension you're talking about is actually sunset. Try the new Add-On. :)

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

Share this review:

Brings all record-keeping together

Reviewed 2 years ago

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.

Vendor response

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!

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend5/10

Share this review:

Great CRM for a Small Business

Reviewed 12 days ago

Insightly made it easy to manage our contacts from within Gmail and sync to other apps. We found it helped us boost the productivity of our team. However, in the end, it was too simple for our needs.

Pros

Insightly is easy to set up and quite intuitive even for new users.

Cons

It didn't offer the robust features that other more specialized CRMs offer so as much as we liked it, we had to shift to something with more options. The project management features were also less useful as compared to some of the other options we tried out.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend7/10

Share this review:

Insightly : a good option to start with cloud based CRMs for Small businesses

Reviewed 3 months ago

Insightly helps entrepreneurs and small businesses like most of our clients to get to the digital space and excel in no time. As a Technology expert, I highly recommend it to entrepreneurs beginning with tech and online platforms for their business.

Pros

Insightly Helps small and mid business manage their leads and projects online, through a fully fledged cloud based tool that provides an abundance of smart features, including customer insights from internet sources, and structured project/opportunity management platform.

Cons

It is probably requiring some advanced knowledge from our end, but integrating Insightly with e-mail services, social media and other 3rd parties seemed to be complex. We've been using Insightly in its early times, and I'm sure that things went better afterwards with the continuous improvements by Insightly amazing teams.

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

Share this review:

Effective and Affordable

Reviewed 2 years ago

Overall for small or medium size sales organizations, this is a great vehicle to ensure all opportunities are documented and tracked. Scheduling follow up ensures that communication errors are mitigated and the email templates support marketing initiatives.

Pros

The software offers many free features that others charge. It is excellent for a small business on an operational budget but can easily enhance when necessary. Automated marketing email templates are effective and easy to use. The system also integrates well with other marketing products. The dashboard gives a snapshot of your sales opportunities and the user can customize.

Cons

Documenting phone call attempts and connects take too many steps. The Task portion is a bit complicated and again requires too many steps.

Vendor response

Hi Nezar, Thank you for the feedback!!!

Insightly FAQs and common questions

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


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


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


Insightly supports the following devices:
Android, iPhone, iPad


Yes, Insightly has an API available for use.


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, Sage Business Cloud Financials, Zoho CRM, TimeCamp, Campaign Monitor, FullContact, Robly, ActiveCampaign, SharpSpring, Formstack Forms, MailerLite, MailUp, Everhour, 123FormBuilder, Debitoor, Mavenlink, Teamwork, Zapier, TractionNext, Recurly, Gmail, Setmore, Mojo Helpdesk, Myphoner, Kissflow Digital Workplace, Microsoft OneDrive, Google Workspace, OmniFocus, Cyclr, Benchmark Email, Trello, Google Drive, Box, Zoho Books, ScheduleOnce, Outreach, FreshBooks, PersistIQ, Teamwork Desk, dotloop, BookingSync, DirectIQ, ActiveDEMAND, Acuity Scheduling, Kanban Tool, LiquidPlanner, Sendinblue, Contactually, Gravity Forms, Delivra, Help Scout, Stripe, Automate.io, JotForm, Pardot, SugarCRM, SendGrid, Slack, Google Contacts, Toodledo, Microsoft 365, Typeform, Engagement Cloud, Proposify, Drip, noCRM.io, Front, GetResponse, ConnectWise Manage, ServiceM8, AnyMeeting, Zendesk Sell, Facebook, SupportBee, QuickBooks Online, Clio, Reply, Wave, Toky, Keap, Chargebee, Hubstaff, Google Calendar, Kixie, Mad Mimi, Direct Mail, Kustomer, Mailchimp, Emma, Practice Ignition, Proposable, Marketo Engage, Asana, Microsoft Power BI, Podio, Slemma, FreeAgent, PandaDoc, Wishpond, Xero, Pure Chat, 10to8, HubSpot CRM, Evernote, Lead Liaison, Dasheroo, Intercom, Membrain, PieSync, Zoho Invoice, EZ Texting, Shopify, Zendesk


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

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