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Insightly Pricing, Features, Reviews and Alternatives
Insightly FAQs
Q. Who are the typical users of Insightly?
Q. What languages does Insightly support?
Q. Does Insightly support mobile devices?
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
Insightly product overview
Key benefits of using Insightly
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
Platforms supported
Support options
Training options
Not sure about Insightly? Compare it with a popular alternative
Starting from
29
/user
Per month
Starting from
20
/user
Per month
Insightly pricing information
Value for money
4.0
/5
578
Starting from
29
/user
Per month
Pricing options
Value for money contenders
Insightly features
Functionality
3.9
/5
578
Total features
126
11 categories
Most valued features by users
Functionality contenders
Insightly users reviews
Overall Rating
4.0
/5
578
Positive reviews
- Value for money
- Ease of use
- Features
- Customer support
- Likelihood to recommend7.67/10
209
238
86
17
28
Iain M.
Overall rating contenders
Zach C.
CTO
Real Estate, 1-10 employees
Review source
Transcript
Zach C.: Hi, my name is Zach. I'm a CTO and I give Insightly three out of five stars. For more reviews...
Sean D.
Marketing Assistant
Computer Software, 51-200 employees
Review source
Transcript
Sean D.: Hey, I'm Sean. I am a Sales and Marketing Coordinator. I give Insightly a five out of five....
Mathew W.
Transportation/Trucking/Railroad, 11-50 employees
Used daily for 1-2 years
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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.
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.
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.
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.
KELSEY L.
Financial Services, 11-50 employees
Used other for 2+ years
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Overall, Insightly solved my simple problems and provided a solution to our financial services firm so we could track our leads/projects until completion.
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.
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.
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
Kevin L.
Food & Beverages, 1-10 employees
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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.
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.
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.
Matt H.
Information Technology and Services, 1-10 employees
Used weekly for 1-2 years
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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.
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.
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.
Carolyn S.
Fund-Raising, 1-10 employees
Used daily for 2+ years
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easy to customise pipeline, good online information support
unable to customise reports to the extent we need
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