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Insightly Review

Insightly
Our score: 9.4 User satisfaction: N/A

What is Insightly?

Insightly is touted as one of the best online small business CRMs with over 500,000 users worldwide. In general, Insghtly is t’s a cloud-based CRM solution for small business that offers specific, enterprise-level modules for large companies and multi-level organizations.

Among its main features are contact management, pipeline management and task management to help you get clear sales visibility, overview of your business, track your deliverables to customers, improve customer communication, collaboration within the organization and increase productivity and efficiency. The CRM has an iOS, Kindle and Android mobile platform for on-location flexibility, and it integrates well with popular applications, such as, Google Apps & Gmail, Evernotes, MailChimp, Office, and Outlook.

In terms of pricing, Insightly offers a notably flexible scheme with 5 plans developed to meet the needs of all companies. A free plan for startups and small companies are also included.

Overview of Insightly Benefits

Here are some of the most distinctive benefits companies experience when working with Insightly:

See a holistic view of contacts

Insightly allows you to implement CRM best practices to organize contacts–customers, partners, vendors and suppliers–with a 360-degree view. Check their background, email history, important dates, and other data relevant to their associated projects or opportunities. Other critical actions you can do include: share files; manage contacts, opportunities, projects in a meaningful link, and mass email via MailChimp integration.

Be on top of your customer at every engagement stage

Insightly also features an integrated project management at every stage of engagement with the customer. These include: oversee recent activities and track project performance and progress against your preset timeline; create project milestones, pipelines and tasks; set automated email alerts; and track email correspondence.

Get the small or big picture of your business

With Dashboard, Tasks/Milestones, Pipeline Activity, and Opportunity Reports you get a real-time macro or micro view of your business activities.

It’s easy to use

Insightly is designed for the busy businessman with user-friendly and intuitive tools so it’s easy to invite new users, customize features, and secure data.

It let’s you go mobile

The Insightly mobile app is compatible with iPad/iPhone, Google Nexus, Amazon Kindle HD, and device with similar OS.

You can easily go social

Enter an email address and let Insightly detect its associated social networks including Twitter, Facebook, Google+ and LinkedIn, and wherever the user email account has participated.

It integrates easily

Integrating the CRM with other programs is easy with its conventional HTTP REST API. The vendor provides technical details and supports JSON and XML based requests. The API allows you to access and update data stored in Insightly.

You can get training

The one-day, class-based Insightly End User Curriculum (separately charged at $35 per class with training materials) offers small business owners to optimize Insightly as per their business goals.

Overview of Insightly Features

  • Flexible Calendaring and Events
  • Automatic Address Book
  • Insightly Notes, Evernotes and Comments
  • Fast Search
  • Custom Fields and Filters
  • File Sharing to keep related records together and accessible
  • Web to Contact forms
  • Tags by keywords, contacts, projects
  • Notification and Follow System
  • Linking
  • Mass Email Contacts with MailChimp Integration
  • Create Milestones, Pipelines and Tasks for Projects
  • Get Automatic Email Reminders
  • Specify Roles for Contacts
  • Track All Email Correspondence
  • View Completed Tasks and Events by Project
  • Include Any Files Associated with the Project
  • View Task and Event Reports
  • Easy file uploads
  • Google Apps & Gmail
  • Google Drive
  • Evernote
  • Other applications via the Insightly API
  • Dashboard for quick lookups
  • Tasks and Milestones
  • Pipeline Activity Sets
  • Opportunity Reports
  • Easy to invite new users
  • Set up teams
  • Create user permissions
  • Set up relationships, pipelines, and activity sets
  • Add custom fields
  • 128bit SSL security (military grade AES-256 encryption)
  • Automatic backups
  • Mobile site
  • iOS app
  • Android app
  • Auto detection of email address, Twitter, and LinkedIn profiles
  • Single click to see contact’s public online information
  • REST-based Application Programming Interface (API)
  • JSON and XML support
  • Limited OData support
  • HTTP Basic authentication to monitor calls to API
  • Partnership with Logical Operations
  • Simple, clear training course materials
  • Unlimited customer support

Awards & Quality Certificates

Insightly Position In Our Categories

Keeping in mind businesses have distinct business needs, it is only wise they avoid picking an all-in-one, ”best” business program. Regardless, it would be almost impossible to come across such a software solution even among widely used software products. The rational thing to undertake is to set down the different significant functions which necessitate deliberation such as key features, budget, technical skill capability of the users, company size, etc. Thereafter, you should conduct your research exhaustively. Go over these Insightly reviews and scrutinize each of the software programs in your list more closely. Such comprehensive research can make sure you take out unsuitable applications and buy the one which provides all the function your business requires for success.

Position of Insightly in our main categories:

TOP 10

Insightly is one of the top 10 CRM Software products

Insightly is also listed in the following subcategories:

Each business has its own characteristics, and may require a special CRM Software solution that will be designed for their company size, type of clients and employees and even individual niche they cater to. It's not wise to count on getting a perfect solution that is going to work for each business regardless of their background is. It may be a good idea to read a few Insightly CRM Software reviews first and even then you should pay attention to what the solution is intended to do for your company and your employees. Do you need an easy and intuitive solution with just elementary features? Will you really make use of the advanced functionalities needed by pros and large enterprises? Are there any particular tools that are especially useful for the industry you work in? If you ask yourself these questions it will be much easier to locate a reliable service that will match your budget.

How Much Does Insightly Cost?

Insightly Pricing Plans:

Free Trial

Free Plan

Free

Plus Plan

$35/month

Professional Plan

$59/month

Enterprise Plan

$129/month

Insightly has a good selection of pricing tiers to cater just what your organization and system requires. A free 14-day trial is available so you can try all the advanced features in the Professional Plans. After the trial is over, you may choose to cancel, upgrade, or downgrade to a completely free plan.

Here are the details of Insightly’s available subscription plans:

Free Plan

  • Up to 2 users
  • 10 Mass Emails per day
  • 2 Custom Fields per record type
  • 2,500 Record Limit
  • Self-Service support
  • Lead and sales management
  • Task and project management
  • Mass email and custom email templates
  • Custom reports and charts
  • Accounting integrations
  • OAuth Single Sign-On (SSO)

Plus Plan – $29/month per user billed annually or $35/month per user billed monthly

  • 100,000 record limit
  • 2,500 mass emails per day
  • 50 custom fields per record type
  • Email support
  • MailChimp integrations
  • Calendar and contact sync
  • Scheduled reports and Smart alerts
  • Custom branding
  • Slack integration
  • Email scheduling
  • OAuth Single Sign-On (SSO)
  • Lead and sales management
  • Task and project management
  • Mass email and custom email templates
  • Custom reports and charts
  • Accounting integrations

Professional Plan – $49/month per user billed annually or $59/month per user billed monthly

  • 250,000 record limit
  • 5,000 mass emails per day
  • 100 custom fields per record type
  • Priority email support
  • Role-based permissions
  • Lead assignment rules
  • Workflow automation
  • MailChimp integrations
  • Calendar and contact sync
  • Scheduled reports and Smart alerts
  • Custom branding
  • Slack integration
  • Email scheduling
  • OAuth Single Sign-On (SSO)
  • Lead and sales management
  • Task and project management
  • Mass email and custom email templates
  • Custom reports and charts
  • Accounting integrations

Enterprise Plan – $99/month per user billed annually or $129/month per user billed monthly

  • Unlimited records
  • 10,000 mass emails per day
  • 200 custom fields per record type
  • Priority email support
  • SAML-based Single Sign-ON (SSO)
  • Role-based permissions
  • Lead assignment rules
  • Workflow automation
  • MailChimp integrations
  • Calendar and contact sync
  • Scheduled reports and Smart alerts
  • Custom branding
  • Slack integration
  • Email scheduling
  • OAuth Single Sign-On (SSO)
  • Lead and sales management
  • Task and project management
  • Mass email and custom email templates
  • Custom reports and charts
  • Accounting integrations

User Satisfaction

Positive Social Media Mentions 0
Negative Social Media Mentions 0

We realize that when you make a decision to buy CRM Software it’s important not only to see how experts evaluate it in their reviews, but also to find out if the real people and companies that buy it are actually satisfied with the product. That’s why we’ve created our behavior-based Customer Satisfaction Algorithm™ that gathers customer reviews, comments and Insightly reviews across a wide range of social media sites. The data is then presented in an easy to digest form showing how many people had positive and negative experience with Insightly. With that information at hand you should be equipped to make an informed buying decision that you won’t regret.

Video

Technical details

Devices Supported

  • Windows
  • Android
  • iPhone/iPad
  • Mac
  • Web-based

Deployment

  • Cloud Hosted

Language Support

  • English

Pricing Model

  • Monthly payment
  • Annual Subscription

Customer Types

  • Small Business
  • Large Enterprises
  • Medium Business
  • Freelancers

What Support Does This Vendor Offer?

  • email
  • phone
  • live support
  • training
  • tickets

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Insightly Comparisons

Insightly user reviews

Fantastic CRM tool with many beneficial features

Read full review >
Martha
5/5

Overall impression

5/5

Customer Support

5/5

Value for Money

5/5

Ease of Use

Published on: 20.09.2019 Company Size: 1-10 Employees Industry: Accounting

Powerful CRM tool for small sized business with great features

Read full review >
Laura
4/5

Overall impression

4/5

Customer Support

4/5

Value for Money

4/5

Ease of Use

Published on: 20.09.2019 Company Size: 11-50 Employees Industry: Internet

We use Insightly on a daily basis helps us to be more organized and to keep track of our progress

Read full review >
Marguerite
4/5

Overall impression

4/5

Customer Support

4/5

Value for Money

4/5

Ease of Use

Published on: 04.09.2019 Company Size: More than 100 Employees Industry: Marketing and Advertising

Insightly is great CRM solution for small business

Read full review >
Dora
4/5

Overall impression

4/5

Customer Support

4/5

Value for Money

4/5

Ease of Use

Published on: 10.10.2018 Company Size: More than 100 Employees Industry: Renewables & Environment

Adoptable and easy to use app

Read full review >
Bert
5/5

Overall impression

5/5

Customer Support

5/5

Value for Money

5/5

Ease of Use

Published on: 19.03.2018 Company Size: 1-10 Employees Industry: Market Research

What are Insightly pricing details?

Insightly Pricing Plans:

Free Trial

Free Plan

Free

Plus Plan

$35/month

Professional Plan

$59/month

Enterprise Plan

$129/month

Insightly has a good selection of pricing tiers to cater just what your organization and system requires. A free 14-day trial is available so you can try all the advanced features in the Professional Plans. After the trial is over, you may choose to cancel, upgrade, or downgrade to a completely free plan.

Here are the details of Insightly’s available subscription plans:

Free Plan

  • Up to 2 users
  • 10 Mass Emails per day
  • 2 Custom Fields per record type
  • 2,500 Record Limit
  • Self-Service support
  • Lead and sales management
  • Task and project management
  • Mass email and custom email templates
  • Custom reports and charts
  • Accounting integrations
  • OAuth Single Sign-On (SSO)

Plus Plan – $29/month per user billed annually or $35/month per user billed monthly

  • 100,000 record limit
  • 2,500 mass emails per day
  • 50 custom fields per record type
  • Email support
  • MailChimp integrations
  • Calendar and contact sync
  • Scheduled reports and Smart alerts
  • Custom branding
  • Slack integration
  • Email scheduling
  • OAuth Single Sign-On (SSO)
  • Lead and sales management
  • Task and project management
  • Mass email and custom email templates
  • Custom reports and charts
  • Accounting integrations

Professional Plan – $49/month per user billed annually or $59/month per user billed monthly

  • 250,000 record limit
  • 5,000 mass emails per day
  • 100 custom fields per record type
  • Priority email support
  • Role-based permissions
  • Lead assignment rules
  • Workflow automation
  • MailChimp integrations
  • Calendar and contact sync
  • Scheduled reports and Smart alerts
  • Custom branding
  • Slack integration
  • Email scheduling
  • OAuth Single Sign-On (SSO)
  • Lead and sales management
  • Task and project management
  • Mass email and custom email templates
  • Custom reports and charts
  • Accounting integrations

Enterprise Plan – $99/month per user billed annually or $129/month per user billed monthly

  • Unlimited records
  • 10,000 mass emails per day
  • 200 custom fields per record type
  • Priority email support
  • SAML-based Single Sign-ON (SSO)
  • Role-based permissions
  • Lead assignment rules
  • Workflow automation
  • MailChimp integrations
  • Calendar and contact sync
  • Scheduled reports and Smart alerts
  • Custom branding
  • Slack integration
  • Email scheduling
  • OAuth Single Sign-On (SSO)
  • Lead and sales management
  • Task and project management
  • Mass email and custom email templates
  • Custom reports and charts
  • Accounting integrations

What integrations are available for Insightly?

Insightly integrates with the following business systems and applications:

  • Google Apps
  • Gmail
  • Google Calendar
  • Google Drive
  • Evernote
  • INinbox
  • MailChimp
  • Outlook 2013
  • Quote Roller
  • Torpio
  • Zapier
  • API access

Insightly average rating:

Average score
4.6/5 (11 user reviews)
4/5

Overall impression

5/5

Customer Support

4/5

Value for Money

4/5

Ease of Use

Write your own review of this product

ADD A REVIEW

The most favorable review

Bert

PROS: Insightly takes care of all the email integration, CRM and project management tasks. It’s really helpful for small businesses.

CONS: I don’t like those reporting features in Insightly, but the good thing is they could be changed with 3rd party reporting app.

Reviewed 2 years ago

Read full review >

The least favorable review

Brent Reiter

PROS: Honestly we found none. We tried real hard to like this CRM, but we just couldn't.

CONS: Customization is severely lacking or non existent Ease of use is awful Refunding customers 100% when they don't go live

Reviewed 2 years ago

Read full review >

More reviews from 11 actual users:

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Latest
  • Latest
  • Most useful
  • Most positive
  • Most negative

Fantastic CRM tool with many beneficial features

Read full review >
Martha
5/5

Overall impression

5/5

Customer Support

5/5

Value for Money

5/5

Ease of Use

Published on: 20.09.2019 Company Size: 1-10 Employees Industry: Accounting

PROS: Insightly is a really amazing software that provides us with contact integration, side bar extension and integration with Gmail. We are able to create tasks, projects, activity sets, we can even manage our client’s relationships and we can develop systematic courses of action so we can attract new clients. Great CRM tool that helps in every management department. We are able to keep track of our client relationship via Leads to Opportunities and Customer tools.

CONS: In my opinion, they need to improve their integration with Outlook and to increase the functionality in Gmail side bar.

What do you think about this review? Great Poor

Powerful CRM tool for small sized business with great features

Read full review >
Laura
4/5

Overall impression

4/5

Customer Support

4/5

Value for Money

4/5

Ease of Use

Published on: 20.09.2019 Company Size: 11-50 Employees Industry: Internet

PROS: Our sales, project managers and accounting team are all in one place and on the same page with our clients. We don’t need to lose time in sharing mails anymore. Insightly helps us to make easy transition of opportunities to projects. We can even link emails and add contract for each project. We are using the tag features to distinguish projects and we are able to assign owners as well.

CONS: They need to improve their integration with Quickbooks, because the connection is not stable at all. Also, we have to revert contracts back to project managers instead of having an easy access via mobile device. The feature for reporting is good, but when clients sign multiple contracts or even duration of the client lifecycle the long-term profiles cannot be found. Also, there is a delay when we try to link accounts or contacts to other companies.

What do you think about this review? Great Poor

We use Insightly on a daily basis helps us to be more organized and to keep track of our progress

Read full review >
Marguerite
4/5

Overall impression

4/5

Customer Support

4/5

Value for Money

4/5

Ease of Use

Published on: 04.09.2019 Company Size: More than 100 Employees Industry: Marketing and Advertising

PROS: I love the ability to keep track of opportunities so I can turn them into projects when they become approved or even when the sale is made. Insightly helps you to track the life-cycle of the opportunity to the fulfillment. Also, all your data, tasks, projects and notes are kept in one place. I must tell that I love the feature- the visual of the stages and pipeline.

CONS: I would like to have text with the visual of the pipeline instead of searching over the pipeline image so I can see which stage the project is in. I don’t like the limitation of the projects and opportunities list. It’s time wasting to scroll and click through all the numbers of the projects list.

What do you think about this review? Great Poor

Insightly is great CRM solution for small business

Read full review >
Dora
4/5

Overall impression

4/5

Customer Support

4/5

Value for Money

4/5

Ease of Use

Published on: 10.10.2018 Company Size: More than 100 Employees Industry: Renewables & Environment

PROS: Insightly is great for business relationship management solutions. It is very intuitive, useful and easy to set-up. We love the integration with Google Apps, it’s very helpful. We use the tag and map feature for improving relationships between contacts and this is very helpful tool for both our company and our clients.

CONS: I hate to say this, but they lack some important features such as: auto-completing contact info based on their Linkedln, email signatures, notes and etc. I would like to see more integrations with other social networks. Also, it would be good if they can include more marketing features.

What do you think about this review? Great Poor

Adoptable and easy to use app

Read full review >
Bert
5/5

Overall impression

5/5

Customer Support

5/5

Value for Money

5/5

Ease of Use

Published on: 19.03.2018 Company Size: 1-10 Employees Industry: Market Research

PROS: Insightly takes care of all the email integration, CRM and project management tasks. It’s really helpful for small businesses.

CONS: I don’t like those reporting features in Insightly, but the good thing is they could be changed with 3rd party reporting app.

What do you think about this review? Great Poor

Stay Away from Insightly

Read full review >
Brent Reiter
1/5

Overall impression

2/5

Customer Support

1/5

Value for Money

1/5

Ease of Use

Published on: 14.02.2018 Company Size: 1-10 Employees Industry: Transportation/Trucking/Railroad

PROS: Honestly we found none. We tried real hard to like this CRM, but we just couldn't.

CONS: Customization is severely lacking or non existent Ease of use is awful Refunding customers 100% when they don't go live

What do you think about this review? Great Poor

Great features for keeping track of our existing clients

Read full review >
Tammy
4/5

Overall impression

4/5

Customer Support

4/5

Value for Money

4/5

Ease of Use

Published on: 31.01.2018 Company Size: 11-50 Employees Industry: Information Services

PROS: We love how simple and intuitive Insightly is. We are provided with social media connection, integrations and many other beneficial features. We can store all information of our clients and we don’t have to worry about managing large sales team. Insightly is really helpful platform.

CONS: I wish they could improve their customization options such as editing filters and customizing views. We would like to know of specific custom fields for each client. We would like feature that will help us to keep track of specific data.

What do you think about this review? Great Poor

Amazing CRM platform that allows us to keep track of our business progress

Read full review >
Nick
5/5

Overall impression

5/5

Customer Support

5/5

Value for Money

5/5

Ease of Use

Published on: 25.01.2018 Company Size: More than 100 Employees Industry: Management Consulting

PROS: Insightly is great for improving the workflow, contact management status and creating projects. We love the integrations with Google, Mailchimp and others. We can store emails sent through Google to Insightly account. This software is easy to use, easy to set up and it’s very intuitive. I have used other CRM platforms but they are all complex and difficult to operate. I like that Insightly provide us with new features.

CONS: I would like to see improvements in the integration with Quickbooks. We have to add invoices and clients first and then we can view them into Quickbooks. Also, I would like to add contacts to Quickbooks vie Insightly. I cannot upload activity set task through CSV file so I have to enter manually.

What do you think about this review? Great Poor

Very helpful and easy to set up

Read full review >
Cecilia
4/5

Overall impression

4/5

Customer Support

4/5

Value for Money

4/5

Ease of Use

Published on: 23.12.2017 Company Size: More than 100 Employees Industry: Not available

PROS: Insightly provides us with many features. It provides us with full picture from organizations to people and tags. There is a task feature that is really helpful, I can’t imagine my work without it. The app is easy to use and very intuitive. I managed to transfer all my data into Insightly effortlessly. Their customer service is very responsive and welcoming.

CONS: I get updates from Insightly to other app but not in both ways. I have trouble with identifying duplicate organizations and contacts, for e.g. in my contact list Central Market and Central Markets is the same place.

What do you think about this review? Great Poor

Awesome opportunity tracking solution

Read full review >
Bessie
5/5

Overall impression

5/5

Customer Support

5/5

Value for Money

5/5

Ease of Use

Published on: 21.12.2017 Company Size: 11-50 Employees Industry: Events Services

PROS: Insightly is mix of many features and uses that are very beneficial for our business. This app has understandable and easy customizable interface and it’s easy to set up to for our sales flow and business practices. Insightly provides us with advantage of an integration project management modules. The customer service is very friendly and responsive to all our needs and issues.

CONS: First of all, the app is for small to medium sized businesses that doesn’t need more functional packages in IT. Also, I would like to see more advances options and reporting tools like every market solutions provide. It has limited scalability.

What do you think about this review? Great Poor

Great features and great price

Read full review >
Steve
5/5

Overall impression

5/5

Customer Support

5/5

Value for Money

5/5

Ease of Use

Published on: 17.12.2017 Company Size: 1-10 Employees Industry: Information Technology Service

PROS: Insightly offers many features and benefits, even the price meets our company needs. What I like most about this app, is that they are always open to new suggestions, they build and grow their app based on the needs of their users. This app allows me to link my contacts, opportunities, assign tasks, and create projects and organizations. We love the integration with Google Drive and Social Linking. I can connect my email to Insightly emails. Also, the app provides me with great search engine so I can easily find organizations and contacts. I love the filter feature too. Custom Fields and Categories are very useful options they make Insightly more unique.

CONS: It’s is really complex to convert contact and attach into existing company. Also, they need to be more flexible when users want to make some changes, because they are not available to make some accidently changes or when they want to delete something.

What do you think about this review? Great Poor
Daniel Jacobsen
/5

Overall impression

Two things I like about this software. First, it loads the contact person's social media profile, position, and other important data once you save his email on Insightly. That saves you a lot of time to discover more info about the prospect. Although I came across a weakness here—once I saved a prospect's business and personal email addresses and Insightly created two contacts. This doesn't seem a big problem for me because I know the person, but for a new team member, she'll find it confusing who is who between the two contacts. Which brings me to the second thing I like about the software, it's useful for transitioning. The double entry contact aside, any new member can quickly get a summary of the prospect including the deliverables and services provided by the outgoing team member. It's a smooth transition that helps you to deliver consistent quality service to your clients no matter who's in your team.

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Reviewed By Jenny Chang
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