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 Hospital & Health Care

Small-Business (50 or fewer emp.)

8/14/2024

"As the CRM person from my company, I love Insightly's customization"

3.5/5

What do you like best about Insightly CRM?

The reports and dashboards, great for data. Review collected by and hosted on G2.com.

What do you dislike about Insightly CRM?

Sometimes, the verbiage can be a hurdle for new CRM users Review collected by and hosted on G2.com.

Verified User in Furniture

Mid-Market (51-1000 emp.)

3/1/2022

"A few upgrades needed"

3/5

What do you like best about Insightly CRM?

Tasks and contact emailing need to be improved Review collected by and hosted on G2.com.

What do you dislike about Insightly CRM?

Contacts are a hot mess! Our org is having a very hard time. We focus on the Org, and we can't email to org emails etc and our contacts weren't done properly. Review collected by and hosted on G2.com.

Recommendations to others considering Insightly CRM:

It is a fine tool, but once the business started to really expand, we've had trouble integrating with our site and others. Definitely some upgrades needed. Review collected by and hosted on G2.com.

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

Keeping track of the organizations and linking to their businesses is helpful. Our projects pipeline works well Review collected by and hosted on G2.com.

Response from Harryson Pointdujour of Insightly CRM

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Thanks for sharing your feedback. It’s great to hear that Insightly helps you effectively track organizations that you work with and manage their projects! We’ve heard this tends to be a major benefit well after the initial sale.

Can we talk more about your perspective on contact management? Right now, Insightly CRM is designed to track direct communication to people within an organization on the contact record. That said, you should be able to email an organization by attaching their email to a contact record like any other.

If you need help – especially with integrations–, please contact the team (support@insight.ly).

Verified User in Non-Profit Organization Management

Small-Business (50 or fewer emp.)

1/6/2022

"Insightly"

4.5/5

What do you like best about Insightly CRM?

It is User-friendly and we like the relational connections. Support is Great too. Review collected by and hosted on G2.com.

What do you dislike about Insightly CRM?

it has gotten a little expensive as we have added some features Review collected by and hosted on G2.com.

Verified User in Financial Services

Mid-Market (51-1000 emp.)

10/4/2023

"Disappointed in Insightly"

1/5

What do you like best about Insightly CRM?

Insightly is definitely cheaper than other CRMs I've previously used. They have CRM basics for teams that are very small or just getting started. Review collected by and hosted on G2.com.

What do you dislike about Insightly CRM?

Here are the major drawbacks to being on Insightly, and why I wouldn't recommend them to anyone, even small or upcoming businesses with fewer CRM needs:

1. Their support teams have been inconsistent and honestly unhelpful. I've had to fight to have people answer basic questions, and a simple request will take 2-3 emails to get a response.

2. They don't play well with others/do not integrate with any external platforms. This is a huge pain, and even basic email integration back to Insightly is a headache. You cannot easily track activities from your teams, there is no call recording or ability to integrate with a dialer, and if you use a marketing automation platform then you miss out on all marketing clicks, emails, sends etc.

3. Their only solution for solving their integration issue is their new AppConnect platform, and it is difficult to set up for the average user. Even after multiple trainings I am still unable to make changes without consulting their team. The platform is built in JavaScript, and even after looking at Workato documentation and watching multiple videos I still cannot understand their task usage policies. There are hidden fees where if you go over their task limit they automatically shut off all of your "recipes" with very little notice. Feels like a bait and switch and they require payment from you to use a platform you already pay for.

4. Very difficult/impossible without app connect to update one object based on another object being updated. Examples would be updating an account when an opportunity is created. This cannot be done outside of appconnect, and is very difficult to set up when inside of the appconnect platform. In other CRMs this type of workflow is much easier and does not require the purchase of another tool to do a basic CRM function. They have workflow rules, but those only can create other objects and not simply update (i.e. a task is created when an account is updated). Review collected by and hosted on G2.com.

Verified User in Utilities

Mid-Market (51-1000 emp.)

10/27/2023

"Insightly CRM Review"

5/5

What do you like best about Insightly CRM?

There are several best items preferred about the Insightly CRM. The ability to create custom objects makes the tool beneficial for any organization. Automation is critical in business and with workflows and the App Connect tool, the user has the flexibility to execute automated solutions without paying for custom development. Review collected by and hosted on G2.com.

What do you dislike about Insightly CRM?

The Projects object. This is a standard object (prebuilt) object that does allow for some customization. I would like to see this functionality extended so that the project management team could utilize this as an end to end solution. Review collected by and hosted on G2.com.

Verified User in Manufacturing

Mid-Market (51-1000 emp.)

4/17/2024

"Streamlined CRM Solution for Real-Time Team Collaboration and Reporting"

4/5

What do you like best about Insightly CRM?

It offering an array of features tailored to streamline business operations. Among its notable strengths, its prowess in managing reports and facilitating real-time team updates deserves special recognition. Review collected by and hosted on G2.com.

What do you dislike about Insightly CRM?

It required a good amount of time to understand the use of filter logic for managing report but once you get the concept it is super helpful. Review collected by and hosted on G2.com.

Kratika C.

Account Manager

Mid-Market (51-1000 emp.)

2/19/2024

"Helps you to improve efficiency and easy to use"

5/5

What do you like best about Insightly CRM?

This is a very user friendly software that makes your work easier. Everything added here is very organised and clean Review collected by and hosted on G2.com.

What do you dislike about Insightly CRM?

This doesn't allow you for customisation and you cannot do bulk editing Review collected by and hosted on G2.com.

Response from Harryson Pointdujour of Insightly CRM

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Thank you for sharing your positive experience with Insightly CRM. We understand the importance of user-friendly software and are pleased to hear that it's making things easier for you and your team.

I noticed you said the platform doesn't allow for bulk editing or customization. Could you provide more detail on what you're looking to accomplish? Insightly CRM does allow for bulk editing of records (https://support.insight.ly/en-US/Knowledge/article/1309). We've also heard from customers that customization is one of the main benefits of the platform.

Please consider contacting support@insight.ly if you haven't already. We're here to help.

Kalle P.

Mid-Market (51-1000 emp.)

10/30/2023

"Insightly Review"

5/5

What do you like best about Insightly CRM?

Easy accessibility, quick imports of leads, customer support anytime there is an issue, I use it everyday and it was easy to learn and its easy to use. Many different features I could use. Review collected by and hosted on G2.com.

What do you dislike about Insightly CRM?

What i don't like about it is it I am unable to make prospect leads by bulk editing. I think this would be a great feature especially since bulk editing is already a thing, Review collected by and hosted on G2.com.

Laura Jane J.

Kernel-In-Chief / Co-founder

Small-Business (50 or fewer emp.)

2/15/2024

"Worked well when we started using it but wasnt cost effectiev as we grew"

0.5/5

What do you like best about Insightly CRM?

It was easy to set up and emailed out to our database and synced without emails. Review collected by and hosted on G2.com.

What do you dislike about Insightly CRM?

It charges you per the amount of leads you have, you can't embed images in an email and you have no tech support for issues. Review collected by and hosted on G2.com.

Response from Harryson Pointdujour of Insightly CRM

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Hi Laura:

Thank you for taking the time to provide us with your thoughts on Insightly CRM. Since you were last on one of our upgraded plan levels, we’ve made hundreds of feature updates as well as added NEW features. Also, our Customer Care team is available to upgraded users. You can reach them over the phone or by email to help answer questions or resolve challenges you face.

Finally, our marketing solution, Insightly Marketing may meet your needs for embedding images in your customer correspondence. We’d love the opportunity to hear about your current business goals and how we can partner with you to meet them. Let me know if I can help or contact the team: support@insight.ly.

Anish B.

Financial Analyst

Enterprise (> 1000 emp.)

2/21/2024

"Review for Insightly CRM"

4.5/5

What do you like best about Insightly CRM?

The Application is a user friendly app that helps fulfil all the needs. Their customer supposts helps a lot Review collected by and hosted on G2.com.

What do you dislike about Insightly CRM?

Bulk editing is compromised and there are minor glitches in the app Review collected by and hosted on G2.com.

Response from Harryson Pointdujour of Insightly CRM

edit

Hello Anish. It's great to hear that Insightly CRM is helping you keep all your data in one place and improving efficiency across your agencies. Thanks for your feedback and support.

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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