Insightly Software Pricing & Features

Insightly

CRM for lifelong customer relationships.

3.94/5 (433 reviews)

Insightly overview

Insightly is the world’s most popular CRM software for Google and Office 365 users and targeted at small and mid-sized businesses. Insightly has more than 1.5 million users worldwide and supports a range of industries such as manufacturing, consulting, media, communications, construction, and many others.

With Insightly, all your critical sales and business info - leads, contacts, emails, events, quotes, projects, tasks, sales opportunities, and biz reports - are organized and available on your device. The result is that all your teammates have the most current customer information at their fingertips which results in improved visibility, customer service and sales.

Insightly recognizes that every business is different - so our custom objects and apps enable organizations to tailor their instance to map to their workflows and processes ensuring high adoption and satisfaction. Integrations too are key to CRM user adoption so Insightly offers a variety of featured integrations across email, document management, accounting, and messaging platforms.

For any other integrations required, Insightly offers a variety of approaches - an open (and free) RESTful API, webhooks, or Lambda to enable data synchronization.
www.insightly.com

Pricing

Starting from
$29/month
Pricing options
Value for money

Devices

Business size

S
M
L

Markets

United States, Asia, Australia, Canada, China and 7 other markets, Europe, Germany, India, Japan, Latin America, Middle-East and Africa, United Kingdom

Supported languages

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

Insightly reviews

Value for money
Features
Ease of use
Customer support
  4.0
  3.8
  4.0
  3.8
James DiPilla

Very easy to use and love the to-do list!

Used daily for 1-2 years
Reviewed 2018-07-29
Review Source: Software Advice

I like this program. I really do. I mean, that to-do list is so handy not only in theory but also in practice. The features make the program so easy to use and the fact that there is support on hand to explain any issues that the training videos did not cover is such a big bonus. We’ve had times during training where we were unsure of the functions, but one quick call to support cleared everything up. We feel like pros! However, the cost almost negates the good features. We are a small business and it’s difficult to justify the cost when there are so many cheaper or free CRMs available. Maybe they’ll come out with a small business version that isn’t quite as expensive but has the features you need to run your day-to-day tasks.

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Insightly

CRM for lifelong customer relationships.

Anonymous

A necessary tool to run my business. No more searching for client information.

Used daily for 1-2 years
Reviewed 2018-05-11
Review Source: Capterra

Ease of Marketing and Sales process. Total contact management software that include picture of person. What a plus. Great training videos to guide all level of users. Wonderful opportunity to scale the software as the company grows from startup to height unknown. Pricing is fair and Insightly is not living on past accomplishments it is improving product continuously.

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Insightly

CRM for lifelong customer relationships.

Melissa Bamfo

Insightly: The Sports Car of CRM's

Reviewed 2015-04-29
Review Source: Software Advice

Having worked with clients using a variety of CRM’s we’ve seen the good, the bad, and the ugly. I often times refer to insightly as the sports car of CRM’s because it allows companies to manage sales, contacts, projects, opportunities and client fulfillment in a very clean, efficient and user-friendly way. Some of the features I love best are their pipelines and activity sets. For companies that are managing lots of clients at different stages of fulfillment, Insightly’s pipeline feature helps all the players involved know exactly what they need to do and when. The client profile makes it easy for me to link contacts to organizations or note other important relationships. The ability to save my email communication and related tasks to a contact has become an essential part of how we use Insightly and it’s intuitive ability to save any attached files I send is another feature I love. Other favorite features are their mass emailing tool within the CRM. I can send a personalized email to a group of clients without having to write individual emails. A task management feature that allows me to see on one screen what I’m working on for each of my clients and in all areas of my business. With one click I can see what each of my employees is working on, what’s been done. You can create custom tagging systems to easily sort and find clients in your database. In one place see all of the projects you’re currently working on and where they are in the process of completion. Insightly’s Gmail gadget makes it easy to assign tasks, create projects, save emails, add or update contact email easily from within your email. No more switching back and forth from program to program. Insightly University provides a good training source for new users in addition to their highly responsive customer service team. I also have to mention all the strategic partnerships that makes using Insightly with other programs really seamless. For example, Mailchimp, evernote, DropBox and Google Apps for Business to name a few. Sure, there are lots bigger more robust CRM’s out there, but I don’t want to drive a Mack truck every day. I like my sports car. :)

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Insightly

CRM for lifelong customer relationships.

Tom Cooper

Insightly offers great features, ease of use, and low cost.

Reviewed 2015-04-09
Review Source: Software Advice

Insightly is a very powerful toolkit, and incorporates both CRM and project management into the same application.  This makes it easier to keep track of status, and gives a single list of tasks which can show everything that needs to happen organized by person or by project. Insightly has more powerful sales pipeline management, strong task management, and integrates CRM and projects.   I use Google Apps for Business. Insightly has a direct integration with Google Apps.  This makes user management simple, and allows me some "extras" because their tool works nicely with Gmail.

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Insightly

CRM for lifelong customer relationships.

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.

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Insightly

CRM for lifelong customer relationships.

Insightly pricing

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

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)

Pricing Comparison

How does Insightly compare with other Customer Management apps?

Subscription plan?

Insightly



Free trial?

Insightly



Free plan?

Insightly



Insightly Pricing Reviews

Pros
  • Cheap and integrates with gmail.
  • - Ease of use - Flexible pricing options
  • Pricing for a 2 person operation seems reasonable.
  • ease of use, integrations, price, insightly university
Cons
  • poor analytics
  • limited costumization
  • I had issues with Google sync of the software data.
  • Would like to be able to scan more biz cards in for free
89%
recommended this to a friend or a colleague

Insightly features

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

Activity Tracking (142 other apps)
Customer Database (135 other apps)
Electronic Payments (123 other apps)

Competitor Feature Comparison

API
Accounting Integration
Activity Dashboard
Activity Tracking
Alerts / Escalation
Approval Process Control
Automatic Lead Distribution
Automatic Notifications
Automatic Reminders
CRM Integration
Calendar Management
Calendar Sync with Google
Click-Through Tracking
Client Management
Collaboration Tools
Commenting
Compliance Management
Configurable Workflow
Contact Database
Contact Management
Custom Charts
Custom Fields
Customizable Branding
Customizable Reporting
Customizable Templates
Data Filtering
Data Import/Export
Delivery Tracking
Document Management
Document Storage
Drag & Drop Interface
Duplicate Detection
Email Integration
Email Notifications
Email Templates
Email Tracking
Event Triggered Actions
File Management
Filtered Views
Lead Assignment
Lead Capture
Lead Distribution
Lead Management
Lead Nurturing
Microsoft Outlook Integration
Milestone Tracking
Mobile Alerts
Mobile Integration
Multi-Currency
Opportunity Management
Permission Management
Pipeline Management
Pipeline Reports
Productivity Reporting
Project Management
Project Tracking
Projections
Quote Management
Real Time Analytics
Real Time Data
Real Time Notifications
Receiving
Recurring Tasks
Reporting & Statistics
Role-Based Permissions
Sales Reporting
Sales Tracking
Scheduled Reporting
Search Functionality
Social Media Integration
Status Tracking
Tagging
Task Management
Task Tracking
Template Management
Third Party Integration
To-Do List
Version Control
Web Forms
Workflow Management
Learn moreCompare App
API
Accounting Integration
Activity Dashboard
Activity Tracking
Alerts / Escalation
Approval Process Control
Automatic Lead Distribution
Automatic Notifications
Automatic Reminders
CRM Integration
Calendar Management
Calendar Sync with Google
Click-Through Tracking
Client Management
Collaboration Tools
Commenting
Compliance Management
Configurable Workflow
Contact Database
Contact Management
Custom Charts
Custom Fields
Customizable Branding
Customizable Reporting
Customizable Templates
Data Filtering
Data Import/Export
Delivery Tracking
Document Management
Document Storage
Drag & Drop Interface
Duplicate Detection
Email Integration
Email Notifications
Email Templates
Email Tracking
Event Triggered Actions
File Management
Filtered Views
Lead Assignment
Lead Capture
Lead Distribution
Lead Management
Lead Nurturing
Microsoft Outlook Integration
Milestone Tracking
Mobile Alerts
Mobile Integration
Multi-Currency
Opportunity Management
Permission Management
Pipeline Management
Pipeline Reports
Productivity Reporting
Project Management
Project Tracking
Projections
Quote Management
Real Time Analytics
Real Time Data
Real Time Notifications
Receiving
Recurring Tasks
Reporting & Statistics
Role-Based Permissions
Sales Reporting
Sales Tracking
Scheduled Reporting
Search Functionality
Social Media Integration
Status Tracking
Tagging
Task Management
Task Tracking
Template Management
Third Party Integration
To-Do List
Version Control
Web Forms
Workflow Management
Visit WebsiteCompare App
API
Accounting Integration
Activity Dashboard
Activity Tracking
Alerts / Escalation
Approval Process Control
Automatic Lead Distribution
Automatic Notifications
Automatic Reminders
CRM Integration
Calendar Management
Calendar Sync with Google
Click-Through Tracking
Client Management
Collaboration Tools
Commenting
Compliance Management
Configurable Workflow
Contact Database
Contact Management
Custom Charts
Custom Fields
Customizable Branding
Customizable Reporting
Customizable Templates
Data Filtering
Data Import/Export
Delivery Tracking
Document Management
Document Storage
Drag & Drop Interface
Duplicate Detection
Email Integration
Email Notifications
Email Templates
Email Tracking
Event Triggered Actions
File Management
Filtered Views
Lead Assignment
Lead Capture
Lead Distribution
Lead Management
Lead Nurturing
Microsoft Outlook Integration
Milestone Tracking
Mobile Alerts
Mobile Integration
Multi-Currency
Opportunity Management
Permission Management
Pipeline Management
Pipeline Reports
Productivity Reporting
Project Management
Project Tracking
Projections
Quote Management
Real Time Analytics
Real Time Data
Real Time Notifications
Receiving
Recurring Tasks
Reporting & Statistics
Role-Based Permissions
Sales Reporting
Sales Tracking
Scheduled Reporting
Search Functionality
Social Media Integration
Status Tracking
Tagging
Task Management
Task Tracking
Template Management
Third Party Integration
To-Do List
Version Control
Web Forms
Workflow Management
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Mobile apps

iOS App

318 reviews

See all iPhone Apps

Requires iOS 10.0 or later. Compatible with iPhone, iPad, and iPod touch.

Android App

1,423 reviews

See all Android Apps

Category Leaders ranking

Reviews
Integrations
Mobile
Functionality
Security

#17 in CRM

View full ranking
55
12
16
14
13

GetApp’s ranking highlights the top 25 apps in different categories on GetApp. If an app is listed in more than one category, it has the potential to be ranked in each of these categories. The ranking is independent of any commercial campaign an app vendor has with GetApp. The ranking is based on 5 data points, each scored out of 20: reviews, integrations, mobile apps, media presence, and security.

Insightly also features in these categories:

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

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