Insightly CRM
Insightly is the modern, affordable CRM that teams love. It’s easy to use, simple to customize, and scales with companies as they grow, solving common pain points that legacy CRMs can't. Insightly helps teams build and convert sales pipeline, increase productivity, and build lasting customer relationships. Centralize and manage all your customer, sales, and business data—leads, contacts, emails, events, quotes, projects, tasks, opportunities, and business reports—in one easy-to-use, flexible and secure CRM that scales with your business. Increase sales efficiency and transparency with Insightly’s enterprise-grade Products, Price books, and Quotes (PPQ) capabilities. Quickly search, track, and manage millions of distinct products and services right inside the Insightly platform. Connect products and services to individual opportunities, eliminating human errors, bottlenecks, and inconsistencies. With Insightly’s PPQ, your field teams can generate custom quotes, contracts, and proposals for their opportunities with just a few clicks. Enjoy complete control and visibility into what you sell, to whom, when, and at what price. Use Insightly’s custom objects and apps to tailor workflows and processes to your unique business needs and preferences, ensuring high adoption and satisfaction. Use AppConnect to integrate Insightly with more than 500 popular apps. Insightly’s native CRM integrations include: Gmail Google Workspace & Google Apps Google Drive Quickbooks Online Xero Slack Dropbox Box MailChimp Evernote Zapier Facebook Lead Ads And more... Manage everything on the go with award-winning mobile applications for both Android and iOS. Scan business cards and upload all information in one click, update projects and records in real time, and enable your field team to create and update opportunities right at the client's location. Powerful in any vertical, Insightly CRM customers can add companion products for marketing automation, customer service, and integrations in the same platform. Insightly is trusted by more than a million users worldwide.
Average Rating: 4.2/5.0
Total Reviews: 931
G2 Deal: 20% off Insightly
Get an inside look at Insightly and claim your 20% off savings with a free demo.
How Do G2 Users Rate Insightly CRM?
- Has the product been a good partner in doing business?: 8.5/10 (Category avg: 9.0/10)
- Workflow Capability: 8.1/10 (Category avg: 8.5/10)
- Contact & Account Management: 8.5/10 (Category avg: 8.8/10)
- Opportunity & Pipeline Mgmt.: 8.3/10 (Category avg: 8.7/10)
Who Is the Company Behind Insightly CRM?
- Seller: Unbounce
- Company Website:
- Year Founded: 2009
- HQ Location: Vancouver
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LinkedIn® Page: www.linkedin.com
124 employees on LinkedIn®
Who Uses This Product?
- Who Uses This: Owner, CEO
- Top Industries: Marketing and Advertising, Information Technology and Services
- Company Size: 73% Small, 21% Medium
What Do G2 Reviewers Say About Insightly CRM?
AI-generated summary from verified user reviews
Pros
- Users appreciate the ease of use of Insightly CRM, streamlining workflows and enhancing overall productivity.
- Users appreciate the easy customization of Insightly CRM, enabling tailored views that enhance efficiency and client communication.
- Users appreciate the customizability of Insightly CRM, enhancing efficiency and clarity in client communication and project management.
- Users value the customization options in Insightly CRM, enhancing efficiency and facilitating effective client communication.
- Users value the intuitive interface and powerful features of Insightly CRM, enhancing project management and organization.
Cons
- Users find the learning curve steep for automation and setup, complicating initial experiences with Insightly CRM.
- Users find limited customization options in Insightly CRM, making it challenging to meet specific business needs.
- Users find that Insightly has limited features, particularly advanced automation and reporting restricted to higher-tier plans.
- Users face challenges with incomplete information, requiring manual updates and lacking easy data export options.
- Users find Insightly CRM to be time-consuming due to its complex setup and navigation of features.
What Are Recent G2 Reviews of Insightly CRM?
"Keeping Customer Workflows Better Connected"
Rating: 4.5/5.0 stars
— Ishan S.
"Insightly Streamlines Relationship Insights, Automation, and Integrations"
Rating: 5.0/5.0 stars
— Sanjana S.

