Insightly CRM Reviews & Product Details

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.

Product Website

Seller

Unbounce

Discussions

Insightly CRM Community

Languages Supported

English, French, Italian, Dutch, Portuguese, Spanish

Product Description

Insightly CRM is a tool for managing your contacts and related organisations, partners, vendors and suppliers. Insightly has a project management system built right in.

Overview by

Travis Northup

Pricing

Pricing provided by Insightly CRM.

Plus

$29

/ user, per month (billed annually)

View More Pricing Information

Insightly CRM Integrations

(7)

Verified by Insightly CRM

Insightly CRM Media

Gain valuable insight into the most important aspects of your business: sales, productivity, regions, and relationships.

Insightly CRM Demo - Opportunity Kanban View

Powerful and flexible pipelines that automate your sales process

Insightly CRM Demo - Project Activity Panel

Use pipelines or milestones to track project deliverables and progress

Insightly CRM Demo - Contacts Lists Panel

Manage business relationships - customers, vendors and employees in one place

Enjoy full visibility and management of your business including dashboards via the Insightly app.

Official Downloads

(5)

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Jai J.

Senior Manager

Mid-Market (51-1000 emp.)

10/30/2024

"Love the reporting and Dev capability of Insightly CRM"

3.5/5

What do you like best about Insightly CRM?

I love the ease with which a developer can work with Insightly tool and it really helps me in configuring my reports whcih I need to generate. It also allwed me to integrate Insightly with external sysytem using its AppConnect feature Review collected by and hosted on G2.com.

What do you dislike about Insightly CRM?

The documentation is overwhelming and scattered across - not the API side of things but in general in terms of support documentation, which I believe could be improved and could be brought more focussed Review collected by and hosted on G2.com.

Courtney H.

Administrative Assistant

Small-Business (50 or fewer emp.)

7/18/2024

"Best CRM Experience EVER!!"

5/5

What do you like best about Insightly CRM?

As an integration specialist and sales support team member for our company dedicated to helping non-profits raise money, I can confidently say that Insightly is a game-changer for our operations. Their CRM software seamlessly integrates with our existing tools, streamlining our workflow. Insightly's intuitive interface and robust features, such as customizable pipelines, customizable objects, and detailed reporting, empower us to focus more on nurturing client relationships with precision and efficiency. The ability to automate tasks and workflows has significantly boosted our productivity, allowing us to focus more on delivering impactful fundraising solutions. Insightly has truly become an indispensable tool in our mission to support non-profits, offering reliability and scalability that align perfectly with our organizational goals. What TRULY sets Insightly apart is the exceptional support we receive from our Customer Success Manager. His deep understanding of our unique needs as a business has been invaluable and he goes above and beyond to ensure that we maximize our use of Insightly, providing personalized guidance, training sessions, and prompt responses to any questions or challenges we encounter. Review collected by and hosted on G2.com.

What do you dislike about Insightly CRM?

While reflecting on my experience with Insightly, I find little to dislike about the platform. It meets our needs exceptionally well, and any minor issues we encountered were promptly addressed by their responsive support team. Review collected by and hosted on G2.com.

What problems is Insightly CRM solving and how is that benefiting you?

Insightly CRM is instrumental in solving several key challenges for our company. It helps us streamline client management by centralizing data, allowing us to track interactions and campaigns efficiently. This capability not only enhances our relationship-building with clients, but also improves our campaign effectiveness through better-targeted outreach and personalized communications. Insightly's automation features further boost our productivity, freeing up time for strategic planning and enabling us to focus more on our mission of supporting non-profits in achieving their fundraising goals effectively. Review collected by and hosted on G2.com.

Verified User in Education Management

Small-Business (50 or fewer emp.)

10/29/2024

"Great for Sales, But Falls Short for Simple Contact Management Needs"

2.5/5

What do you like best about Insightly CRM?

The platform does have some useful contact management features, Review collected by and hosted on G2.com.

What do you dislike about Insightly CRM?

We implemented Insightly CRM, hoping it would streamline our contact management needs. However, we found that it is very sales-driven, with most features centered around sales pipelines, leads, and opportunity tracking. As an organization that does not sell anything but primarily uses a CRM to compile, organize, and manage contact data, we found that these sales-focused features added unnecessary complexity and clutter to our workflow. Review collected by and hosted on G2.com.

What problems is Insightly CRM solving and how is that benefiting you?

Insightly CRM is primarily solving problems related to sales management. However, because our organization doesn't conduct sales, these benefits don’t align with our needs. We mainly require a system for compiling and organizing contact information, and Insightly’s sales-centric features don’t directly benefit us. The platform's strength lies in sales support, but it lacks the flexibility to accommodate simpler contact management tasks effectively. Review collected by and hosted on G2.com.

Marc O.

Sales Development Specialist

Small-Business (50 or fewer emp.)

9/11/2024

"Insightly CRM review"

5/5

What do you like best about Insightly CRM?

Integration Capabilities

Insightly offers a wide range of third-party integrations with popular tools like QuickBooks, Slack, Mailchimp, and Microsoft Teams, making it easier for businesses to sync data across multiple platforms. Additionally, its API allows for custom integrations, which is ideal for companies looking to further expand its functionality.

The platform also integrates with marketing automation tools, such as Insightly Marketing, allowing users to manage campaigns, track leads, and nurture customer relationships without switching between different systems. Review collected by and hosted on G2.com.

What do you dislike about Insightly CRM?

Some users may find the learning curve slightly steeper when it comes to mastering the platform’s more advanced features. But once familiar with its functionality, teams can take full advantage of the range of tools Insightly offers. Review collected by and hosted on G2.com.

What problems is Insightly CRM solving and how is that benefiting you?

Insightly excels in its reporting and analytics capabilities. The CRM provides detailed reports on sales pipelines, team performance, and customer insights, allowing users to make data-driven decisions. The dashboard customization options also enable users to track KPIs and metrics relevant to their goals. Review collected by and hosted on G2.com.

Jose Luis P.

Quality Assurance Specialist

Telecommunications

Mid-Market (51-1000 emp.)

11/6/2024

"Improved our capability to manage complex sales pipelines"

4/5

What do you like best about Insightly CRM?

It is an excellent tool for archiving customers’ information, potential leads, and opportunities, as well as tracking sales related processes. It is easy to master and very flexible in utility, which has helped it fit smoothly into the usage patterns of our entire sales team. Review collected by and hosted on G2.com.

What do you dislike about Insightly CRM?

There is the inconvenience of forming reports with certain statistical values or settings. This denies analytical access to other important areas of our business including product lines, geography and sales persons themselves. Review collected by and hosted on G2.com.

Nathalie H.

Customer Care manager

Small-Business (50 or fewer emp.)

10/31/2024

"Easy to work with"

4.5/5

What do you like best about Insightly CRM?

It's easy to understand and work with.

There are multiple fuctions and customizations for the user's need.

I also like the dashboards and views to organize tasks and track activity.

The reports are also very helpful. Review collected by and hosted on G2.com.

What do you dislike about Insightly CRM?

The task view can be improved. It is simple but lacks more functions. Review collected by and hosted on G2.com.

Kathy T.

Vice President of Operations

Small-Business (50 or fewer emp.)

11/5/2024

"User Friendly"

5/5

What do you like best about Insightly CRM?

The videos for self help are extremely helpful, additionally the ability to have a support contact or the management success team as well. Review collected by and hosted on G2.com.

What do you dislike about Insightly CRM?

The downside to Insightly is having set up different Marketing tools, however the support team steps in to help. Review collected by and hosted on G2.com.

John R.

Energy Consultant

Small-Business (50 or fewer emp.)

2/22/2023

"Energy Consultant"

4/5

What do you like best about Insightly CRM?

Helps keep track of customers, running reports to assist with stats and trends, follow-up dates, self-automation, and integrating with Gmail, calendar, etc. Review collected by and hosted on G2.com.

What do you dislike about Insightly CRM?

Minor bugs, and constant refreshing while working on notes or updates caused me to lose the notes that I took. Review collected by and hosted on G2.com.

Naman M.

Salesforce Manager

Information Technology and Services

Mid-Market (51-1000 emp.)

12/3/2024

"Testing done successfully"

3.5/5

What do you like best about Insightly CRM?

Tried to use this CRM product and it seems that it is very easy to use and implement. Also have multiple features along side their customer support is very helpful they helped in integrating the software.

I have been useing it for a long time. It is easy to use. Review collected by and hosted on G2.com.

What do you dislike about Insightly CRM?

Not much of similarities like Salesforce and Zoho Review collected by and hosted on G2.com.

Cornell A.

Mediation Coordinator/ Intake Specialist/ Court liaison

Alternative Dispute Resolution

Small-Business (50 or fewer emp.)

10/29/2024

"Extremely comprehensive"

5/5

What do you like best about Insightly CRM?

That the data I need can be found easy and reduces the time needed for other work. Review collected by and hosted on G2.com.

What do you dislike about Insightly CRM?

Some times I have to add fields in order to get the information that I need Review collected by and hosted on G2.com.

Response from Harryson Pointdujour of Insightly CRM

edit

Thanks so much for sharing your experience! We’re glad to hear Insightly helps you find what you need quickly and spend less time digging through data. Your point about adding fields is a good one—customization is key, but it shouldn’t slow you down. We’re continuing to improve how data capture and visibility work so you can track what matters most without extra setup.

Pricing Options

Pricing provided by Insightly CRM.

Plus

$29

/ user, per month (billed annually)

Professional

$49

/ user, per month (billed annually)

Enterprise

$99

/ user, per month (billed annually)

View More Pricing Information

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Exclusive savings on Insightly CRM through G2 Deals

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Click Claim offer and Sign up for a free trial on the following page. When ready to purchase enter the discount code provided on the following page when ready purchase.

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