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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.
Business Development Specialist
Insurance, 11-50 employees
Reviewed 2 years ago
Sola: Hi, my name is Sola, and I work in business development in the insurance industry. I give Insightly...
Information Technology and Services, 10,001+ employees
Used daily for 1-2 years
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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.
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.
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.
Hi Susan, Thank you for the feedback. The Chrome Extension you're talking about is actually sunset. Try the new Add-On. :)
Utilities, 1-10 employees
Used daily for free trial available
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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.
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.
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.
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!
Management Consulting, 11-50 employees
Used weekly for 2+ years
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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.
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.
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.
Management Consulting, 51-200 employees
Used daily for 2+ years
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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.
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.
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.
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 email@example.com and we can let you know if they are on the roadmap. Thanks.
Publishing, 11-50 employees
Used weekly for less than 6 months
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The dashboard is great, neat and organized. The UX is modern and good-looking. And it's a pleasure to fire the app every time i need to work on something.
The free plan. With it we managed to educate our clients on the software at no cost on us. Then they upgrade their accounts.
It doesn't integrate with Google analytics, doesn't offer online forms or enable creating landing pages and all that is extremely important at the media startups and companies.
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
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:
Spanish, Portuguese, French, English
Q. Does Insightly support mobile devices?
Insightly supports the following devices:
Android, iPhone, iPad
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, 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
Q. What level of support does Insightly offer?
Insightly offers the following support options:
Chat, Email/Help Desk, FAQs/Forum, Knowledge Base