Overview
What is Insightly?
Insightly is presented as a modern, affordable CRM that is easy to use, simple to customize, and that scales with companies as they grow, designed to solve common pain points that legacy CRMs can't. Available in any vertical, Insightly CRM…
We love the Insightly CRM
Insightly is a game changer!
Insight into our recovery program.
As our clients …
Good application for small companies with lots and lots of leads.
Insightly for Association Management
Insightly- They make you feel like a partner
User friendly, great diversity and good overall value for money.
The addition of the Marketing app to Insightly has locked us in!
Great place for Bulk Marketing
Satisfied Customer for Almost a Decade
Reasonable product but slowly falling behind
Insightly is worth it
A modern customizable CRM that will save time and your budget
Affordable CRM with features you will use
How Insightly Differs From Its Competitors
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We have not optimized many of the marketing and service options …
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Awards
Products that are considered exceptional by their customers based on a variety of criteria win TrustRadius awards. Learn more about the types of TrustRadius awards to make the best purchase decision. More about TrustRadius Awards
Popular Features
- Customer data management / contact management (365)8.888%
- Task management (356)8.585%
- Opportunity management (332)7.979%
- Integration with email client (e.g., Outlook or Gmail) (338)7.878%
Reviewer Pros & Cons
Pricing
Free
$0
Plus
$29.00
Professional
$49.00
Entry-level set up fee?
- No setup fee
Offerings
- Free Trial
- Free/Freemium Version
- Premium Consulting/Integration Services
Product Demos
Insightly CRM Demo
Features
Sales Force Automation
This is the technique of using software to automate certain sales-related tasks.
- 8.8Customer data management / contact management(365) Ratings
The software acts as a single source for all customer data and enables users to access that data efficiently.
- 8.2Workflow management(331) Ratings
The software helps automate parts of the sales process, such as sending emails, updating contact records, and following approval processes.
- 7.4Territory management(57) Ratings
Users can defines salesperson territories based on customer or market characteristics.
- 7.9Opportunity management(332) Ratings
Users can track deals and create quotes.
- 7.8Integration with email client (e.g., Outlook or Gmail)(338) Ratings
Users can perform tasks within their inbox, such as logging emails, creating contacts, and creating events.
- 6.5Contract management(21) Ratings
Users can manage contracts, with features such as digital signatures, automated alerts, invoicing, and automated workflow for contract review and approvals.
- 6.7Quote & order management(52) Ratings
Users can create, process and fulfill price quotations and sales transactions.
- 7.4Interaction tracking(295) Ratings
Users can log and track all customer interactions through any channel, including social, email, phone and in-person.
- 7.7Channel / partner relationship management(24) Ratings
The software allows for sales, territory, lead, order and account management for partners or OEM relationships.
Customer Service & Support
This component of CRM software automates help desk, call center and field service management.
- 7Case management(11) Ratings
This includes incident/ticket creation, routing, escalation, and resolution.
- 7.2Call center management(8) Ratings
This includes features such as call routing, recording and monitoring; call list management; autodialing; and scripting.
- 7.1Help desk management(9) Ratings
This includes trouble ticketing, knowledge base, self-service, and service level agreement (SLA) management.
Marketing Automation
This component of CRM software helps to automate and scale marketing tasks and the subsequent analysis of those efforts.
- 8.1Lead management(282) Ratings
This includes lead generation, scoring, qualification, routing, and nurturing.
- 7.2Email marketing(232) Ratings
This involves the ability to send mass email to groups of people based on particular qualifications.
CRM Project Management
This component of CRM software helps users initiate, plan, collaborate on, execute, track, and close projects.
- 8.5Task management(356) Ratings
This includes the ability to plan, track, collaborate and report on tasks.
- 6Billing and invoicing management(39) Ratings
This includes automated invoice creation and billing.
- 8.9Reporting(302) Ratings
Software provides a broad range of standard and the ability to build custom reports.
CRM Reporting & Analytics
Reporting and analytics in CRM software includes sales forecasting, pipeline analysis, and automated dashboards.
- 7Forecasting(92) Ratings
The software helps users accurately forecast sales based on volume and conversion metrics.
- 8.4Pipeline visualization(304) Ratings
Users can visualize the entire sales pipeline to identify trends, determine the effectiveness of the sales funnel, and optimize.
- 8.5Customizable reports(291) Ratings
Users can create reports and dashboards unique to their needs.
Customization
This addresses a company’s ability to configure the software to fit its specific use case and workflow.
- 9.2Custom fields(325) Ratings
Users can create custom fields to store additional information on standard and custom objects.
- 8.9Custom objects(87) Ratings
Users can create custom record types that allow them to store information unique to their organization, and link them to standard and other custom objects.
- 6.8Scripting environment(6) Ratings
Technical users can write, run, and test scripts that automate common tasks or business rules via a standard or vendor custom programming language.
- 8API for custom integration(166) Ratings
An API (application programming interface) provides a standard programming interface for connecting third-party systems to the software for data creation, access, updating and/or deletion.
Security
This component helps a company minimize the security risks by controlling access to the software and its data, and encouraging best practices among users.
- 8.2Single sign-on capability(248) Ratings
The software system supports a centralized authentication mechanism allowing the user to access multiple systems with a single, centrally managed password.
- 7.8Role-based user permissions(182) Ratings
Permissions to perform actions or access or modify data are assigned to roles, which are then assigned to users, reducing complexity of administration.
Social CRM
This component of CRM software helps companies leverage social media in engaging with customers.
- 6.8Social data(25) Ratings
The software can integrate data and conversation histories from customers’ social profiles. This may also involve enhanced listening features such as sentiment tracking.
- 8Social engagement(78) Ratings
The software can facilitate and track engagement with customers via social channels.
Integrations with 3rd-party Software
This involves the CRM software’s ability to integrate with other systems, whether external or homegrown.
- 6.8Marketing automation(136) Ratings
The software can integrate with marketing automation software such as Eloqua, Marketo or Pardot.
- 5.1Compensation management(4) Ratings
The software can integrate with compensation management software or sales commission software such as Xactly Incent or IBM’s Varicent.
Platform
- 8.7Mobile access(299) Ratings
Users can access the CRM system via mobile or tablet device, and potentially leverage the unique capabilities of mobile devices, such as GPS and voice.
Product Details
- About
- Integrations
- Competitors
- Tech Details
- FAQs
What is Insightly?
Insightly is presented as a modern, affordable CRM that is easy to use, simple to customize, and that scales with companies as they grow, designed to solve common pain points that legacy CRMs can't. Available in any vertical, Insightly CRM customers can add companion products for marketing automation, customer service, and integrations in the same platform. Insightly has more than a million users worldwide.
Businesses can use Insightly for:
- Relationship linking
- Contact management
- Email tracking
- Lead management
- Opportunity management
- Quote generation
- Workflow automation
- Project management
- Advanced reporting
- Mobile CRM app with business card scanning and audio notes
- Localization/internationalization- Spanish, French, Portuguese, German, Italian
- Over 40 app integrations including Gmail, Google Apps, Mailchimp, Box, QuickBooks Online, etc.
Insightly Features
Sales Force Automation Features
- Supported: Customer data management / contact management
- Supported: Workflow management
- Supported: Territory management
- Supported: Opportunity management
- Supported: Integration with email client (e.g., Outlook or Gmail)
- Supported: Quote & order management
- Supported: Interaction tracking
Marketing Automation Features
- Supported: Lead management
- Supported: Email marketing
CRM Project Management Features
- Supported: Task management
- Supported: Reporting
CRM Reporting & Analytics Features
- Supported: Pipeline visualization
- Supported: Customizable reports
Customization Features
- Supported: Custom fields
- Supported: Custom objects
- Supported: API for custom integration
Security Features
- Supported: Role-based user permissions
- Supported: Single sign-on capability
Integrations with 3rd-party Software Features
- Supported: Marketing automation
Platform Features
- Supported: Mobile access
Additional Features
- Supported: AICPA SOC II Type 1 and Type 2 audited and accredited, and US/EU Privacy Shield and US/Swiss Privacy Shield certified.
- Supported: Data import & export
- Supported: Two-factor Authentication (2FA)
- Supported: SAML-based Single Sign-On (SSO)
- Supported: OAuth Single Sign-On (SSO)
- Supported: Audit Logs
Insightly Screenshots
Insightly Videos
Insightly Integrations
Insightly Competitors
Insightly Technical Details
Deployment Types | Software as a Service (SaaS), Cloud, or Web-Based |
---|---|
Operating Systems | Unspecified |
Mobile Application | Apple iOS, Android |
Supported Languages | English, French, Portuguese, Spanish, German, Italian |
Frequently Asked Questions
Comparisons
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Reviews and Ratings
(799)Attribute Ratings
- 8.5Likelihood to Renew32 ratings
- 9.1Availability5 ratings
- 8.3Performance24 ratings
- 8.8Usability134 ratings
- 7.8Support Rating33 ratings
- 9.1Online Training7 ratings
- 7.4Implementation Rating25 ratings
- 9.6Configurability17 ratings
- 9.1Product Scalability8 ratings
- 9.1Ease of integration10 ratings
- 9.1Vendor pre-sale2 ratings
- 9.1Vendor post-sale2 ratings
- 10Professional Services1 rating
- 9.1Contract Terms and Pricing Model2 ratings
Reviews
(1-25 of 396)Data - Tasks - Communications
- Formatting of our pages
- Ease of Data Entry
- Task Tracking
- Queries
- Reports
- Tracking data throughout the years
- Would like to be able to edit (re-order) the list of LIST VIEW queries
- It would be great if the STATE field had a dropdown with the states listed
We love the Insightly CRM
- Dashboards
- Pipelines
- Contact management
- Lead Management
- Event management
Insightly is a game changer!
As a startup, we needed one place to accomplish many things and we found that in Insightly
- takes invoicing data from Opportunities and creates invoices in QBO
- manages out projects with auto tasks and emails
- helps us manage employee capacity
- gives us sightline to our sales pipeline
- integrating emails to projects and opportunities
- provide examples of how other clients use Insightly
Integrating our invoicing and having live updated between Insightly and QBO saved time and eliminated user error.
Insight into our recovery program.
As our clients discharge, they sign a consent to contact. We enter them into the 'pipeline' as new 'Leads" and after they complete the initial survey they are converted to an "opportunity". We are able to track them through Insightly. We are able to add notes about each contact call made to keep a record of our contacts with them. It has been extremely useful for our program. The initial set up of the program went smoothly and we have been happy with the tech support. If there was an organization who wished to set up a program like ours I would definitely recommend Insightly. This have made our program a success from the documentation to the monthly reports and the ability to work with all the data elements.
- Ease of entering new people into the system and tracking them.
- Ability to have data summaries at our fingertips.
- The helpful Insightly staff we have interacted with through customer service and technical support.
- The ability to ensure people listed as contacts are integrated into the 'leads' or opportunities.
- This is difficult for me because there are so many ways to utilize this program.
- My only other comment is that I need to learn more!
Good application for small companies with lots and lots of leads.
- CRM
- Lead management.
- Opportunity Management
- Project Management
- Task delegation
Insightly for Association Management
- Customizable objects and fields to meet our needs
- Ability to connect our website forms to Insightly request records
- Pipeline stages to track each step in the process
- Linking contacts and organizations
- Assigning tasks to other team members
- The Inquiry feature is missing some functionality, so it is not as useful as the Request feature
- The Actual Close Date does not autofill when a Request record is closed and marked as Lost/Abandoned
- The customizable objects and fields are very useful but the System Settings interface could be more user-friendly
Insightly- They make you feel like a partner
- Support>It feels like a partnership and support is a critical asset to consider when adopting new tools
- Customization>The ability to customize with custom objects has allowed us to utilize Insightly in unique ways.
- Customer Feedback>They very much are interested in soliciting client feedback when it comes to product planning.
- Project object expansion>Adding more customizable/project management functionality to the project object would be beneficial
- Custom objects have some limitations, would be great to have the same customization as you do with the standard objects
- Enhancing the team/queue functionality would be great for large teams
While Insightly does offer a basic projects standard object, it needs some enhancing when it comes to managing larger projects.
User friendly, great diversity and good overall value for money.
- Task management.
- Lead management.
- Opportunity pipelines.
- Customer equipment.
- Dashboard drill down.
- Integration with other software.
The addition of the Marketing app to Insightly has locked us in!
- tags
- reporting
- marketing app
- Search feature needs improvement.
Great place for Bulk Marketing
- Email Marketing
- Contact Management
- Workflow
- Reports
- Reports
- Dashboard
- Emails in spam
Satisfied Customer for Almost a Decade
- schedule interviews and other appointments between our clients and candidates
- track client interactions
- track candidate interactions
- the Opportunities dashboard was hard to customize for our use case
- mandatory color orange interface not my favorite
- some bugs (e.g. under "CHOOSE COLUMNS" can't use search bar to find an item)
Reasonable product but slowly falling behind
- Custom data fields
- Oversight of business operation
- Advanced yet simple reporting and filtering
- In my opinion, CRM innovation has been near non-existing for many years, preferring to spend their efforts in other business lines such as a marketing platform
- Two-factor authentication only available at the entreprise level. Enough of a reason on its own to seek alternatives.
- Some localisation issues for non-US users.
Limited integration options.
Insightly is worth it
- Displays tasks in an organized manner
- Easy-to-use system
- Allows for custom categories in contacts and opportunities
- Allows you to see others’ task lists
- More personalization
- Hover over notes to see the body instead of having to click it
- Being able to open notes as pop-ups
- More effective task organization
- Allow for team members to remove tasks from set stages when not applicable
Cons: Note details are not easily accessible, cell phone app is not very user friendly, not enough personalization, can’t change much on the personal preferences
- A modern CRM that is very organized and easy to use
- The dashboards are very easy to put together with an unlimited amount of customization which allows you to have a clear snapshot of the state of the business objectives
- The Insightly support team, is there to help at the drop of a dime and want to do everything they can to help you succeed. They will not only help you with your asks but make suggestions from their plethora of intel.
- There are some minor glitches such as the screen freezing up. You can fix this by refreshing the page and it doesn't happen often but when it does, it does disrupt the flow.
- Pulling a report from multiple objects is limited. You have a lot of options but there are some things you want to be able to pull in together and you can't.
- Items such as Contacts and Organizations don't always link together.
Affordable CRM with features you will use
- Set up/on boarding
- Needed features & benefits
- Affordable
- Lack of sophistication in email templates
- Cost effective CRM solution
- Tools to merge duplicate contacts and organizations in the CRM
- Google Integration
- Ability to customize for our enterprises
- Robust phone integration
- Need for a dedicated client prospecting module
- Speed of automations
Useful Tool!
- Keeps all relevant documents in one place
- Uploads email correspondence related to the project
- Can keep track of all parts of the project in one central place
- Outlook Add-In consistently does not work properly
- Photos from email signatures upload in the files section automatically
- A bit confusing to differentiate between the Pipeline Stage and the Project Status.
Insightly packs a punch with budget in mind
- Ticketing
- Record keeping
- Value change tracking
- Artificial intelligence
- Calling integrations
- Webchat integrations
Customizable reports and database capabilities make verifying insurance eligibility on orders a breeze.
- Increase productivity.
- Work from anywhere.
- Assembles reports to more effectively verify eligibility.
- It does not automatically populate NPI information when I confirm the HCP is in our database.
- Unable to add multiple addresses for one HCP in the database.
- When a customer enters their name as HCP, it does not recognize it and kicks it back.
For us, we needed:
- A place for Sales to log their pitch calls and closes in one location.
- A way for marketing related email cadence to be sent out to prospective and active clients
- A centralized space for our Client Success team to see a client's journey and log client interactions
- A system to track individual coaching sessions and activities offered by our contractors
- A centralized location for payment dataA data reporting and dashboarding tool to give leadership insight into the functions of the business.
- Client Support
- Ability to customize the system
- Ease of setting up permissions for users
- Inclusive use of appconnect
- Being able to calculate certain business metrics such as LTV
- Ability to see record count as records are limited
It may not be well suited to individuals who want to have a built out of the box or module based CRM system. Unless you purchase additional modules, you may have to be creative in finding solutions within the limitations of the Professional level. Many of the features we would look for are available at the Enterprise level, but the cost is prohibitive.
- Manage lists of potential candidates
- Send emails and marketing materials from different individuals in our organization
- Reach a wider audience than in the past
- Timing of reach-out emails to incorporate information from various individuals
- Notification that communication has been sent out, regardless as to who in the organization is sending the emails
Usability of Insightly
If I had to sort everything using spreadsheets, probably half of my day would end up being admin work. I'd never be able to actually perform the job that I've been hired to do.
Insightly lets us keep everything neatly compartmentalized, so that I can quickly grab any info I need on a project and relay that information over to a customer, or coordinate with others within the business.
- Keeps track of my leads, opportunities, and projects.
- Configurable and customizable to our specific business model.
- Lends visibility to people who need it.
- User interface could be polished a bit, looks a bit rough as of now.
- Relatively easy to configure
- Relatively customizable
- Need more native integrations with other platforms
Insightly is Great for Small Businesses!
- CRM
- Sales Pipeline
- Growth Targeting
- Projections
- Insightly doesn’t have the customization that other platforms have for building your own boards.
- The view is sometimes difficult to navigate to understand what you are looking at.
Insightly is a Solid!
- Storage of records for clients and projects
- Streamlines communications between departments
- Allows for fast emails and mass communications
- More flexibility on pull down descriptions
- Interfacing with Google better, especially emails
- Search more intuitive