Insightly
Insightly
105 reviews
WH Score
8.8

Insightly Overview

What is Insightly?

Join the over 850,000 people worldwide using the #1 CRM and project management app for small business teams, vendors and entrepreneurs. Insightly is a leading CRM for SMEs, and will save your workers’ time by automatically tracking all client or project related activity in one place.  

First created for Google applications, Insightly was set up with complete integration of Google applications. Unlike some other CRM systems, Insightly is easy to install and navigate in, allowing users to obtain relevant information quickly. Insightly offers an entirely free version (limited to 2 users). The standard version is $12 per person, with unlimited users. An enterprise version is also available with unlimited records.

If you do not use google application, you can also use the Insightly web application. You simply register on the website and can be ready to start in seconds. Insightly is especially useful because it can bind different information together; employees, their employer, project-related emails, tasks and opportunities are all intuitively linked so you can navigate between them with simple clicks. Insightly is also offers simple and efficient management of project tasks in addition to its more traditional CRM functionality.

The main features of Insightly include:

  • Emails integrate with Google Apps
  • Automatic address book
  • Notification and monitoring system
  • Quick Find stored data
  • See the impact of different sales and customer service exchanges
  • Integrated Gmail functionality in the app
  • Project management
  • Android native application
  • Tasks and progress monitoring
  • Public API
  • Integration with Google Calendar
  • Outlook and Office 365 Integration
  • Mobile app (available on iTunes)
  • Evernote and Dropbox integration
  • Options for creating projects

Insightly CRM’s functionality and flexibility make it an attractive option for many buyers. In particular, for freelancers and companies that have a few large contracts with a long lead time and high contact volumes, Insightly CRM is exactly the right solution.


Insightly Awards

2024
All Years
Insightly - Editors Choice 2024

Company:Insightly
Categories:CRM
Platforms:

Insightly Recent Reviews


T
Trenton
Reviewed on 17 May 2024

Simple and intuitive

Though this platform has a great customizable pipeline function and provides good online help, it does not offer enough possibilities for customizing reports. It is restricting to users like me who want to customize reports to meet our own requirements.

Pros
  • Easy to customise pipeline, good online support.
Cons
  • Unable to customize reports .

M
Matthew
Reviewed on 19 April 2023

Love Insightly

After reducing the number of employees in my business, I switched to Insightly and found it to be a better fit for our niche recruiting needs. The simplicity of the product made it more effective, as it was easy to learn and use."

Pros
  • Insightly's customizable fields and easy configuration make it a great fit for my recruiting business needs.
Cons
  • However, compared to other CRM products, Insightly's advancement and development seems to be slower.

Insightly Pricing


Plus
$29
per user / per month
Insightly Pricing Details

Insightly Key Features


Customer Management
  • Customer Profiling
  • Pipeline Management
  • Deal Management
  • Account Management
  • Territory Management
Lead Management
  • Lead Generation
  • Lead Distribution
Event Management
  • Virtual Event Planning
Insightly Features Details

Insightly Media


Videos

Insightly Wheelhouse Score

8.8
What is this?

The Average Wheelhouse score for the CRM category is 7.8

Insightly Scores

  • Ease of Use
    8.6
  • Meets Requirements
    8.4
  • Learning Curve
    8.3
  • Setup & Support
    8.3
  • Quality of Support
    7.8
  • Ease of Admin
    8.1

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