(855) 210-9106

Call for a free consultation.
insightly profile

Overall customer rating: Customer rating:



Recommended by: Recommended by:

94% of users

79% of users

Operating Systems: Operating Systems:



Mobile compatibility: Mobile compatibility:

Deployment: Deployment:

Target customer size: Target customer size:

Price: Price:


Most positive review: Most positive review:

“Email transparency, Google Mail/Apps integration, easy project management, great data structure ... and a very non-invasive interface have had an incredible impact on our business. The constant updates and new features have further improved our capabilities over time.”

- Luke Freiler, Centercode

“The design and quality of the product is very high-end. I have tried using other CRM software before, and Salesforce is the best yet.”

- Tyson Borgen, Boston Sea Corporation

Most negative review: Most negative review:

“The support model is terrible. ... The reporting element of this platform is dire. It’s very difficult to get meaningful information, even on simple things like the value and weighting of your future pipeline. … Furthermore, the integration to email only seems to work on Google Calendar or the very latest Exchange 2013.”

- Will Barnett, Shapecast

“It has an aging interface, and the unique features that once made it the front runner have now become standard in many other CRMs.”

- Kobe Cummings, Swedish Match


How it's priced: How it's priced:

Cloud deployment: Monthly or annual subscription fee for each user login; discounts for annual subscribers. Free edition with limited applications also available.

Cloud-based: A monthly subscription fee is paid for each user login.

Contract term: Contract term:

Subscription renewed monthly or annually.

Cloud deployment: A year-long contract is required and renewed annually.

Upfront costs: Upfront costs:

Additional fees for optional training services provided through partner. If you purchase at least three licenses, users have access to the customer success team, which offers phone-based onboarding sessions at no additional costs.

Fees apply for professional implementation services provided through a partner. This could include special integrations, customizations and data migration and de-duplication. These costs vary significantly depending on your needs.

Recurring costs: Recurring costs:

None, beyond subscription fees.

Fees apply for premium support.

What does it cost?: What does it cost?:


Marketing automation: Marketing automation:

Sales automation: Sales automation:

Customer service/support: Customer service/support:

Call center: Call center:

Channel management: Channel management:

Social CRM: Social CRM:

Web self service: Web self service:

Lead opportunity management: Lead opportunity management:

Ease of Use:

Overall customer rating: Customer rating:



Most positive review: Most positive review:

“It makes my transaction management seamless. The ability to manage my notes, contacts and each project with an Activity Set keeps my ‘i’s’ dotted and ‘t's’ crossed.”

- Andrew Sutton, Keller Williams Realty

“I love SFDC. The navigation tools on the header of the page allow me to locate and act on information I am looking for very quickly.”

- Kobe Cummings, Swedish Match

Most negative review: Most negative review:

“Setup is little confusing, as [it] is with most CRM solutions. Insightly [user interface] is a little stark and not as engaging as other platforms.”

- Patrick Pined, Tisano, LLC

“Some of the interface can be cluttered with too much information. I find myself having to scroll through low level material before I get what I need.”

- Micah Pappas, Western Governor's University


Overall customer rating: Customer rating:



Most positive review: Most positive review:

“Wonderful customer support; always reach a live human [who is] knowledgeable about the product, ... can solve issues and help us tailor the tools to meet our needs.”

- Patrick Pined, Tisano, LLC

“I’ve interacted with support several times already, and they’ve been very responsive via chat and following up by phone.”

- Katie Riklin, Invitae

Most negative review: Most negative review:

“Support is via email only—you need to manage your expectations about response time.”

- Tom Cooper, Bright Hill Group, LLC

“Customer support is slow to respond and most of the time does not have an answer.”

- Mary Chau-Nguyen, Western Governor’s University

Phone support: Phone support:

Not offered.

24/7 toll-free, worldwide phone support can be purchased.

Online case submission: Online case submission:

Included in subscription fee.

Online case submission with two-day response time is included in the subscription fee. Faster response time (within 1 hour) and online support for developers can be purchased.

Online support options: Online support options:

Help website and knowledge base, including instructional videos and webinars, included with subscription fee.

A help website, knowledge base and community is included in the subscription fee. Content for improving user adoption/productivity and access to a dedicated success representative can be purchased. (Tooltip: Success representative only available to those spending more than $1 million annually.)

Training: Training:

“Getting Started” online catalogue and other training resources included in subscription fee. Additional training through partner can be purchased.

A “Getting Started” online catalogue is included in the subscription fee. Additional training catalogues, customizable training templates and role-based training modules can be purchased.

* The research on this page is updated by our editorial team. Email us if you're a vendor with new information or a potential buyer with questions or comments.