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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Verified User in Alternative Dispute Resolution

Small-Business (50 or fewer emp.)

10/29/2024

"Ease Of Use."

5/5

What do you like best about Insightly CRM?

Dashboard cards are most helpful as a case manager. The reporting tool is also user friendly and easy to learn. Review collected by and hosted on G2.com.

What do you dislike about Insightly CRM?

Certain fields that get added such as (Closed/Referred to CMC) don't reflect on the pipeline the same way (Closed/No contaact) would for instance. Review collected by and hosted on G2.com.

Caroline l.

Key Account Manager

Small-Business (50 or fewer emp.)

9/25/2024

"reports"

4.5/5

What do you like best about Insightly CRM?

Ease of use, and number of features

Accessibilty to company information from one source Review collected by and hosted on G2.com.

What do you dislike about Insightly CRM?

I cannot export data to Excel or in CSV format Review collected by and hosted on G2.com.

Verified User in Financial Services

Small-Business (50 or fewer emp.)

11/5/2024

"Insightly CRM"

5/5

What do you like best about Insightly CRM?

The ease in navigating the dashboard, and it has a lot of features that assist with my day-to-day operations. Review collected by and hosted on G2.com.

What do you dislike about Insightly CRM?

The CRM seems to time out very frequently. It is not easy to go back and have to enter the project name again. Review collected by and hosted on G2.com.

Doug B.

Vice President for Client Services

Small-Business (50 or fewer emp.)

2/16/2024

"It does what we need it to do"

4.5/5

What do you like best about Insightly CRM?

It meets our needs. that might not sound very glowing, but it is meant to be. It does what we need it to do. It is very customizable without being too complicated. There are more integrations possible through app connect. I wish I had time to build these out.

We have the support plan. They are responsive and helpful. Review collected by and hosted on G2.com.

What do you dislike about Insightly CRM?

As with most things there are features I wish it had and little annoyances I wish they would fix. For example, it often adds logos and images from emails (that are saved to teh CRM) to teh files section. Even though I have turned off (include attachments). I wish there was a way to mass delete files so I could get rid of these. but you have to delete images one by one. So I dont'. I dont' use the phone app much. It's not so bad, but it doesn't integrate with my work flow. I work almost exclusively on the browser interface. I wish there was a more seamless way to log phone calls and tie them to an organization instead of just to an individual. Review collected by and hosted on G2.com.

Challyn R.

Director of Customer Experience

Mid-Market (51-1000 emp.)

10/23/2024

"Has helped our solar business soar"

5/5

What do you like best about Insightly CRM?

Dashboards, email/sms notis, search functionality Review collected by and hosted on G2.com.

What do you dislike about Insightly CRM?

Only allows you to have 8 filters in reports-we need more! Review collected by and hosted on G2.com.

Verified User in Non-Profit Organization Management

Small-Business (50 or fewer emp.)

7/16/2024

"Very flexible and customizable CRM"

4/5

What do you like best about Insightly CRM?

We have a unique community management need and the adapatability of insightly is a great fit. We can build the functionality we need without spending thousands of dollars with a developer. Review collected by and hosted on G2.com.

What do you dislike about Insightly CRM?

It could be becase we have done a lot of configuring, but we run into bugs that the insightly team can't fix. Review collected by and hosted on G2.com.

Verified User in Non-Profit Organization Management

Mid-Market (51-1000 emp.)

11/16/2023

"Insighty for improved efficiency in association management"

5/5

What do you like best about Insightly CRM?

Insightly is very user friendly and customizable to fit your specific needs. It also has connectivity features so external forms can be connected to Insightly. Data can also be connected within Insightly, such as connecting contacts and organizations to request and project records. It supports team collaboration and accountability. Overall, it massively improves the efficiency of my team. Review collected by and hosted on G2.com.

What do you dislike about Insightly CRM?

There are not many things I dislike about Insightly. One issue is the Actual Close Date does not autofill if the request is closed and marked as Lost/Abandoned. The interface for customizing objects and fields in System Settings could also be more user friendly. Review collected by and hosted on G2.com.

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

Insightly helps us track permission and licensing for intellectual property. We are able to use the pipeline to track each step in the process. Managing contacts and connecting them to requests and projects is also very useful. Overall, we are able to generate more profit because Insightly increases our capacity to execute licensing agreements and collect licensing fees. Review collected by and hosted on G2.com.

Response from Harryson Pointdujour of Insightly CRM

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Thank you for sharing your experience with Insightly. So great to hear that it has helped you track permission and licensing for intellectual property, manage contacts, and increase your capacity to execute licensing agreements and collect licensing fees. We'll take note of your feedback regarding the Actual Close Date and the interface for customizing objects and fields for future enhancements.

Verified User in Information Technology and Services

Small-Business (50 or fewer emp.)

10/29/2024

"A great CRM system for small businesses"

4/5

What do you like best about Insightly CRM?

The CRM system allows us to manage our prospects quickly and efficiently and track engagement Review collected by and hosted on G2.com.

What do you dislike about Insightly CRM?

The on boarding process can be a bit much for new users Review collected by and hosted on G2.com.

Dawn B.

Custom Projects Coordinator

Mid-Market (51-1000 emp.)

7/23/2024

"Customized project management"

5/5

What do you like best about Insightly CRM?

I like the KanBan view for tracking projects and the ability to pull reports, filter projects, and customize fields for our business needs. Review collected by and hosted on G2.com.

What do you dislike about Insightly CRM?

Wish we could customize more fields in kanban view, assign colors for categorization, priorities, etc. Review collected by and hosted on G2.com.

Dawn R.

Small-Business (50 or fewer emp.)

2/23/2023

"Amazing support, easy to use and so much still to explore"

5/5

What do you like best about Insightly CRM?

It does exactly what we need it to do as far as a CRM and we're probably/definitely not even using all the features it has to offer! We have been very impressed with the customer support -- they actually care about their customers and their product, and it shows. Review collected by and hosted on G2.com.

What do you dislike about Insightly CRM?

There are work arounds, but I do wish it worked within LinkedIn a little easier. Programs like LinkedMatch are an easy and cheap fix for that though, so it's not a real complaint. Review collected by and hosted on G2.com.

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

G2 Deals

Exclusive savings on Insightly CRM through G2 Deals

Get an inside look at Insightly and claim your 20% off savings with a free demo.

How to claim this offer

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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