Insightly Software

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About Insightly

Insightly is a SaaS-based CRM solution targeted at growing mid-sized businesses. More than 1.5 million users worldwide use Insightly to securely manage all their customer data in one place, build customer relationships, accelerate sales, and deliver projects on time every time. Insightly offers Gmail and Outlook plugins, and tools to facilitate integrations with any other system. More specifically, businesses use Insightly for relationship linking, contact management, email tracking, lead management, opportunity management, quote generation, workflow automation, project management, advanced reporting, call management, and sales and marketing alignment. A mobile CRM app is also available with business card scanning and audio notes to enable quick and easy updates wh...

Insightly Pricing

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)

Starting price: 

$29.00 per month

Free trial: 

Available

Free version: 

Available

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Insightly User Reviews

OVERALL RATING

SECONDARY RATINGS

Ease-of-use

4

Value for money

4

Customer support

3.5

Functionality

4

Showing 1 - 5 of 497 reviews

User Profile

Susan

Verified reviewer

Company size: 10,000+ employees

Industry: Information Technology and Services

Time used: Less than 2 years

Review Source: Capterra

This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
5

Ease-of-use

out of 5
5

Value for money

out of 5
5

Customer support

out of 5
5

Functionality

out of 5

July 2019

A reliable and completely user-friendly tool with immense productivity.

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.

Pros

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.

Cons

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.

Response from Insightly

Hi Susan, Thank you for the feedback. The Chrome Extension you're talking about is actually sunset. Try the new Add-On. :)

Replied August 2019

User Profile

Joshua

Verified reviewer

Company size: 2-10 employees

Industry: Utilities

Review Source: Capterra

This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
4

Ease-of-use

out of 5
4

Functionality

out of 5

December 2019

Brings all record-keeping together

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.

Pros

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.

Cons

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.

Reasons for choosing Insightly

Salesforce was not transparent in their pricing. Also, my colleague told me that she heard Salesforce is difficult to set up.

Response from Insightly

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!

Replied December 2019

User Profile

Rabab

Verified reviewer

Company size: 2-10 employees

Industry: Financial Services

Time used: Less than 12 months

Review Source: Capterra

This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
5

Ease-of-use

out of 5
4

Value for money

out of 5
3

Functionality

out of 5

January 2022

Great CRM for a Small Business

Insightly made it easy to manage our contacts from within Gmail and sync to other apps. We found it helped us boost the productivity of our team. However, in the end, it was too simple for our needs.

Pros

Insightly is easy to set up and quite intuitive even for new users.

Cons

It didn't offer the robust features that other more specialized CRMs offer so as much as we liked it, we had to shift to something with more options. The project management features were also less useful as compared to some of the other options we tried out.

User Profile

Tarek

Verified reviewer

Company size: 11-50 employees

Industry: Management Consulting

Time used: More than 2 years

Review Source: Capterra

This review was submitted organically. No incentive was offered
3

Ease-of-use

out of 5
4

Value for money

out of 5
4

Functionality

out of 5

October 2021

Insightly : a good option to start with cloud based CRMs for Small businesses

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.

Pros

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.

Cons

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.

Reasons for choosing Insightly

In its first launch, Insightly shown more functions for small businesses that attracted me, especially for individuals with no previous experience of online software CRMs. Nevertheless, each of the other competitors on the market has its competitive advantage, and addresses the needs of a particular niche. Each consumer needs to know first what features make sense to their business before choosing a CRM.

Anonymous

Company size: 1 employee

Time used: Less than 2 years

Review Source: Capterra

This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
5

Ease-of-use

out of 5
4

Functionality

out of 5

July 2021

CRM for those who like to keep it simple

Unsightly appeared to be a good CRM option for one of our projects. As a user I liked Insightly for helping me with the deals and contact management.

Pros

Unsightly is CRM you can start using without time consuming preparation and interaction tasks. It is simple, with contact cards having all core info in one place. The service saved a lot of my time. I never seen so intuitively simple and comprehensive CRM ever since I used to work with Insighlty two years ago.

Cons

I personally saw now cons. But some of my colleagues (we used Unsightly for one of the projects I was involved to) complained the interface had English but no Polish or Ukrainian.

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