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At a Glance
Insightly CRM
Insightly CRM
Star Rating
(931)4.2 out of 5
Market Segments
Small-Business (73.0% of reviews)
Information
Pros & Cons
Entry-Level Pricing
$29/ user, per month (billed annually)
Free Trial is available
Browse all 3 pricing plans
folk
folk
Star Rating
(306)4.5 out of 5
Market Segments
Small-Business (98.0% of reviews)
Information
Pros & Cons
Entry-Level Pricing
Starting at $20.00 1 Users Per Year
Browse all 2 pricing plans
AI Generated Summary
AI-generated. Powered by real user reviews.
  • G2 reviewers report that folk excels in ease of use, with users highlighting its intuitive interface that simplifies managing contacts and tracking conversations. One user mentioned how effortless it is to stay on top of follow-ups, thanks to the seamless integration of notes and reminders.
  • Users say that Insightly CRM offers a unique advantage by combining CRM and project management in one platform. Reviewers appreciate the ability to track a customer from the initial lead through to delivery, with features like relationship mapping providing a visual representation of contacts.
  • According to verified reviews, folk's quick setup process is a standout feature, with users praising how easy it is to connect their email and WhatsApp, and install the Chrome plugin for LinkedIn. This simplicity allows businesses to hit the ground running without a steep learning curve.
  • Reviewers mention that while Insightly CRM has a solid performance in customer support, folk significantly outshines it in this area, with users rating folk's support highly for its responsiveness and helpfulness, making it a reliable partner for businesses.
  • G2 reviewers highlight that Insightly CRM provides a better experience for users who need task and activity management, with features that help streamline workflows. However, some users feel that the platform could improve in areas like reporting, where folk has received mixed feedback.
  • Users say that both products cater well to small businesses, but folk has a stronger market presence, with a higher percentage of reviews coming from small business users. This suggests that folk may be more tailored to the specific needs of smaller organizations looking for effective relationship management solutions.
Pricing
Entry-Level Pricing
Insightly CRM
Plus
$29
/ user, per month (billed annually)
Browse all 3 pricing plans
folk
Standard
Starting at $20.00
1 Users Per Year
Browse all 2 pricing plans
Free Trial
Insightly CRM
Free Trial is available
folk
Free Trial is available
Ratings
Meets Requirements
8.3
789
8.4
302
Ease of Use
8.4
794
8.9
304
Ease of Setup
8.3
351
8.9
254
Ease of Admin
8.5
336
8.7
109
Quality of Support
8.1
676
9.1
255
Has the product been a good partner in doing business?
8.5
321
9.0
104
Product Direction (% positive)
8.0
764
9.5
301
Features by Category
Sales Force Automation
8.5
621
|
Verified
8.5
252
Feature Not Available
7.8
238
8.3
595
|
Verified
8.3
246
8.1
623
|
Verified
7.4
243
7.5
350
|
Verified
Feature Not Available
8.0
452
|
Verified
8.3
247
7.5
339
|
Verified
Feature Not Available
7.6
349
|
Verified
Feature Not Available
8.0
423
|
Verified
7.1
229
Marketing Automation
7.6
406
|
Verified
7.7
233
Feature Not Available
7.3
226
8.1
523
|
Verified
8.4
242
7.6
340
|
Verified
Feature Not Available
Customer Support
7.8
395
Feature Not Available
7.8
400
Feature Not Available
7.9
460
Feature Not Available
7.6
326
|
Verified
Feature Not Available
7.8
362
Feature Not Available
Reporting & Analytics
7.9
527
|
Verified
6.9
65
7.9
550
|
Verified
7.0
64
7.6
388
|
Verified
Feature Not Available
Mobile & Social
7.8
357
|
Verified
7.2
227
7.7
353
|
Verified
7.7
234
7.8
416
|
Verified
6.9
63
Platform
7.9
315
|
Verified
7.9
242
8.1
310
|
Verified
7.9
240
8.4
321
|
Verified
8.0
237
8.0
215
|
Verified
Feature Not Available
7.3
88
Feature Not Available
7.6
250
|
Verified
Feature Not Available
8.3
320
|
Verified
8.6
242
7.6
215
|
Verified
Feature Not Available
Integration
8.0
288
|
Verified
8.5
227
7.6
237
|
Verified
7.5
223
7.3
224
|
Verified
Feature Not Available
Generative AI
6.8
28
7.0
207
Agentic AI - CRM
7.5
8
5.8
16
8.5
8
6.4
15
7.9
8
6.4
15
8.1
8
6.2
15
7.6
7
6.3
15
7.7
8
6.0
15
7.9
8
6.3
15
Not enough data
6.9
108
Email Marketing
Not enough data
7.8
102
Not enough data
8.3
102
Not enough data
7.9
99
Not enough data
8.4
99
Not enough data
8.2
100
Not enough data
8.1
98
Not enough data
7.6
98
Not enough data
7.8
97
Not enough data
6.7
91
Reporting & Analytics
Not enough data
6.5
96
Not enough data
7.3
93
Generative AI
Not enough data
7.3
57
Not enough data
6.9
54
Agentic AI - Email Marketing
Not enough data
5.0
6
Not enough data
5.0
6
Not enough data
4.7
5
Not enough data
4.7
5
Not enough data
4.7
5
Integration
Not enough data
8.2
102
Not enough data
7.2
99
Not enough data
6.9
97
Not enough data
7.7
98
Not enough data
7.0
98
Not enough data
6.4
94
Google Workspace for SalesHide 5 FeaturesShow 5 Features
Not enough data
Not enough data
Agentic AI - Google Workspace for Sales
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
7.8
74
Agentic AI - Email Tracking
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Analytics
Not enough data
8.1
69
Not enough data
8.1
68
Not enough data
7.6
67
Customizations
Not enough data
8.4
68
Not enough data
7.3
66
Not enough data
7.9
67
Not enough data
7.4
67
Not enough data
8.1
67
Generative AI
Not enough data
7.2
41
8.3
46
Not enough data
Agentic AI - Sales Analytics
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Data Sourcing
8.2
35
Not enough data
8.6
43
Not enough data
8.3
35
Not enough data
8.7
40
Not enough data
8.0
36
Not enough data
Predictive Analytics
7.9
37
Not enough data
7.9
38
Not enough data
7.8
33
Not enough data
7.8
35
Not enough data
Sales Management
8.5
37
Not enough data
8.1
30
Not enough data
8.7
32
Not enough data
8.8
39
Not enough data
Categories
Categories
Shared Categories
Insightly CRM
Insightly CRM
folk
folk
Insightly CRM and folk are categorized as CRM
Unique Categories
Insightly CRM
Insightly CRM is categorized as Sales Analytics
Reviews
Reviewers' Company Size
Insightly CRM
Insightly CRM
Small-Business(50 or fewer emp.)
73.0%
Mid-Market(51-1000 emp.)
20.3%
Enterprise(> 1000 emp.)
6.7%
folk
folk
Small-Business(50 or fewer emp.)
98.0%
Mid-Market(51-1000 emp.)
1.6%
Enterprise(> 1000 emp.)
0.3%
Reviewers' Industry
Insightly CRM
Insightly CRM
Marketing and Advertising
10.1%
Information Technology and Services
6.0%
Construction
4.8%
Computer Software
4.1%
Financial Services
4.0%
Other
71.0%
folk
folk
Consulting
10.2%
Marketing and Advertising
10.2%
Computer Software
10.2%
Venture Capital & Private Equity
6.9%
Financial Services
6.6%
Other
55.9%
Alternatives
Insightly CRM
Insightly CRM Alternatives
Salesforce Sales Cloud
Salesforce Sales Cloud
Add Salesforce Sales Cloud
HubSpot Sales Hub
HubSpot Sales Hub
Add HubSpot Sales Hub
Zoho CRM
Zoho
Add Zoho CRM
Pipedrive
Pipedrive
Add Pipedrive
folk
folk Alternatives
Pipedrive
Pipedrive
Add Pipedrive
Copper
Copper
Add Copper
HubSpot Sales Hub
HubSpot Sales Hub
Add HubSpot Sales Hub
monday CRM
monday CRM
Add monday CRM
Discussions
Insightly CRM
Insightly CRM Discussions
What is the best of linking email to insightly?
2 Comments
Matthijs K.
MK
We connect our exchange account but gmail work too - pretty simple. Alternative is to bcc Insightly on outgoing mail and capture them that way. Read more
What is Insightly CRM used for?
2 Comments
Dinesh B.
DB
Insightly includes project management capabilities that allow users to plan, execute, and monitor projects from within the CRM platformRead more
Will you’re software link with mailchimp
1 Comment
CL
Yes, Insightly integrates with MailChimp. Learn more details here: https://www.insightly.com/product/connect-to-apps/mailchimp-crm/Read more
folk
folk Discussions
Monty the Mongoose crying
folk has no discussions with answers