Data - Tasks - Communications
We use Insightly on the Program (Operations) side of our organization. We track our constituents and constituents on the waiting list. We …
Starting at $0 per month Up to 2 users
View Pricing 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…
Recent Reviews
How Insightly Differs From Its Competitors
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
Cloud
per month Up to 2 users
Plus
$29.00
Cloud
Per User/Per Month (billed annually)
Professional
$49.00
Cloud
Per User/Per Month (billed annually)
Entry-level set up fee?
- No setup fee
For the latest information on pricing, visithttps://www.insightly.com/crm/pricing
Offerings
- Free Trial
- Free/Freemium Version
- Premium Consulting/Integration Services
Product Demos
Insightly CRM Demo
Vimeo
Features
Return to navigation
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
Additional Platform Features
- 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
Relationship management
6 ways to personalize Insightly CRM
Insightly & G Suite/Google Apps CRM
Insightly for Sales
Insightly for Project Management
Advanced Permissions
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
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.
Insightly starts at $0.
Reviewers rate Custom fields highest, with a score of 9.2.
The most common users of Insightly are from Small Businesses (1-50 employees).
Comparisons
Compare with
Reviews and Ratings
(799)Attribute Ratings
Reviews
(1-3 of 3)Companies can't remove reviews or game the system. Here's why
June 12, 2024
Data - Tasks - Communications
We use Insightly on the Program (Operations) side of our organization. We track our constituents and constituents on the waiting list. We use Insightly to track funding, activities and contact information for each of these constituents. We use it for communications and to track the frequency of our outreach to them.
- 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
52%
5.2
N/A
N/A
N/A
N/A
85%
8.5
45%
4.5
100%
10.0
90%
9.0
N/A
N/A
N/A
N/A
90%
9.0
- Close communications with our constituents has tripled due to implementing tasks and updating notes.
- Have increased participation in our program by 75% by implementing improved communications tracking
- Increased accuracy of our data by 95% by using reports to compare monthly Insightly results to raw data sources.
Insightly has totally increased our efficiency for managing our caseload and managing our data. Our constituents depend on us to keep track of their activity funding and Insightly really helps us keep real-time stats. Our organization funding is dependent on good reports and Insightly helps us provide detailed information for our donors to make the decision to donate to our organization.
5
Case Managers
Data Specialist
Data Specialist
2
Background in Data/Information
- Tracking Constituent activity and funding
- Reporting on constituent activity for our donors
- Managing Case Management tasks
- Real-time reporting of daily progress toward Case Management goals
- Real-time tracking of constituent activity and funding
- Automation of even more of our processes
No
- Ease of Use
I wasn't in on the decision, but I think this was what made sense for those deciding
I don't think I would change anything
- Implemented in-house
Yes
After implemented, we went through many improvements as we learned the system
- Not understanding (or not being able to anticipate) future uses
- No Training
It was easy enough to learn, but I developed a training guide for our organization and I would recommend at least that
not right now
Yes - we have customized the interface extensively
Our case managers are busy with their work, so we needed it to be as user-friendly as possible for them. I also needed data to be grouped in easy ways for data entry and I was so happy to be able to easily customize our pages
No - we have not done any custom code
Love the dashboards!
Yes. To help us get better use out of Insightly
Yes
Yes
We needed a way to track our data over the years and up until we had support, we had to delete the current year's data at the end of the year. Once we had support we learned about a whole new way of using Objects in Insightly to keep that data archived throughout the years. That was a brilliant breakthru for us and we appreciated it so much
- Data Entry
- Queries and Reporting
- Creating fields and pages
- Creating objects
- Need to be able to sort and categorize the list of List Views (like can be done now with reports)
Yes
Very well for looking things up when away from a desktop computer
- gmail
Just the normal gmail integration. I didn't perform this process.
- not at this time
- File import/export
Just file export
no advice.
My boss handled all that
not at this time
Yes
Smooth/minimal downtime.
One time there was an unexpected impact where the system added data to each record and it was data we didn't need. I think it was a note, but it was a while ago.
One time there was an unexpected impact where the system added data to each record and it was data we didn't need. I think it was a note, but it was a while ago.
- More efficient processing of our data
- increasing improvements to the interface
No
Yes
We needed increased capabilities and some support. The change went well - great support to help us improve our processes
February 21, 2018
Great at aggregating and nurturing contacts, leads and customers
We use insightly to aggregate and nurture prospective investors in projects to raise capital. The ability to automatically link to social media profiles and other external sources is worth gold. At any time we know the status of a raise and where each of the prospective investors are at. Interactions with them are registered and updated so you always know what has transgressed.
- Links to social media profiles.
- Has the ability to accept many API's.
- Very user friendly.
- Zapier is too expensive as a link for some applications as you only seldom use them.
- Is too Microsoft focused for Apple users.
68%
6.8
N/A
N/A
65%
6.5
70%
7.0
73.33333333333333%
7.3
75%
7.5
80%
8.0
90%
9.0
N/A
N/A
80%
8.0
- Improved efficiency
Yes that is achieved.
[Insightly is] More intuitive and more pleasing to use.
- Implemented in-house
No
Change management was minimal
- Gathered lots of dispersed contacts
- Increased frequency of communication
Set up your contacts into different tribes from the beginning
No - we have not done any customization to the interface
No - we have not done any custom code
February 12, 2015
Insights about Insight.ly
Insighly is used as a CRM in my company, and other companies I have implemented it for. The main use is to sync customer related tasks between employees. The idea is simple: Keep everything related to customers in one place, such that if you need to talk to your customer you know the business history, even if you are not the person who spoke to the customer last time.
Say I have a customer who is waiting for me to send him an invoice: If i was to write an email to the person who is handling the invoices, i would have to tell him that i need to generate an invoice for: the customer name, the service that we sold to him, with X percent discount and to send it to the following address. Say I took the time to write all of this mail: now I have to follow up on it!
When one system is used between all company employees it's just made simpler: I just have to go to the relevant opportunity and create a task in the system for the invoice guy in my company, and when he opens it he can see in one glance all the details mentioned above, and mark task as complete.
Say I have a customer who is waiting for me to send him an invoice: If i was to write an email to the person who is handling the invoices, i would have to tell him that i need to generate an invoice for: the customer name, the service that we sold to him, with X percent discount and to send it to the following address. Say I took the time to write all of this mail: now I have to follow up on it!
When one system is used between all company employees it's just made simpler: I just have to go to the relevant opportunity and create a task in the system for the invoice guy in my company, and when he opens it he can see in one glance all the details mentioned above, and mark task as complete.
- Task management
- Integration with DropBox, Google Docs and generally Google apps
- Very easy to customize
- Save reports - once a report is generated you can't save the template and you have to deal with the logic every time.
- Push reports by schedule - like Google Analytics, for example.
- To allow me to get a periodic feed to my inbox.
- Group Editing - say i wish to push my opportunities in one activity - why do i have to go one by one?!
- Save image - I would like to see to system only with the data that existed 6 month ago or 10 minutes ago.
- Views for users - just watching the list of opportunity name is not enough, I would like to know more details if I am the technical person, and different details if I am the sales person.
76.66666666666667%
7.7
N/A
N/A
N/A
N/A
50%
5.0
45%
4.5
50%
5.0
N/A
N/A
40%
4.0
35%
3.5
90%
9.0
- Better customer service, as everyone can see what he needs to see about the customer
- The business model is great - up to 3 people for free - this allows you to get started and get used to the system, making integration with employee #4 very easy.
- Sales is functioning better as the information and notes are passed between the employees.
- Task management is made and Project management is done much easier.
- Salesforce.com,Salesforce Service Cloud,Zendesk,SugarCRM
- Mobile integration was the best.
- Creating links between objects is made very easy.
- Very easy to customize.
- Free at first and providing a lot of value.
- Price competitive - Best value for money .
Sales
Marketing
CFO
CEO
Customer Support
Marketing
CFO
CEO
Customer Support
1
Be able to understand system needs, organization needs from the business persperctive as well as the technical side of things.
This person needs to be able to create a detailed spec that will provide a picture of the organizational work processes used in your company, and be able to implement it.
No real coading skills are needed in case you dont need anything unusuall.
This person needs to be able to create a detailed spec that will provide a picture of the organizational work processes used in your company, and be able to implement it.
No real coading skills are needed in case you dont need anything unusuall.
- Create and manage tasks per user for each Customer, Opportunity or Project
- Keeps the information in one place, allowing me to see which offers i have made to which customers 8 month ago
- Project management is made easy as you can see what every person is doing and why or where things are delaying in the organization.
- We can tell our user value, due to our tagging system.
- Predictive analysis of what is works best from marketing perspective.
Yes
Replaced SugarCRM that was running in house.
The SugarCRM was so slow on my systems, and i didnt want to start the migration process as i was not too much happy with it either way.
Prior to that I had a lot of experience with SalesForce, but it was an overkill in terms of the system we needed.
The SugarCRM was so slow on my systems, and i didnt want to start the migration process as i was not too much happy with it either way.
Prior to that I had a lot of experience with SalesForce, but it was an overkill in terms of the system we needed.
- Price
- Product Features
- Product Usability
- Prior Experience with the Product
A CRM must be user friendly, otherwise no one will use it and the employees will hate it.
Since Insightly allows you to like everything to eveything using a great UI, and on your mobile, I went for it.
Since Insightly allows you to like everything to eveything using a great UI, and on your mobile, I went for it.
I wouldn't.
I am happy that I had a crappy CRM [sugar] before, and that I already used SalesForce to know that I am not missing out on anything although I dont pay the same price.
I am happy that I had a crappy CRM [sugar] before, and that I already used SalesForce to know that I am not missing out on anything although I dont pay the same price.
- Implemented in-house
Yes
- Phase one: info needed in order to get you to start working
- Phase 2: using the system
- Phase 3: customise by usage needs.
- Phase 2: using the system
- Phase 3: customise by usage needs.
- Making the desicion to use the product in company level
- Email matching and auto filtering
- Self-taught
If you ever worked with a CRM, then this is not going to be any different.
After being an admin on Salesforce it was great working with this lightweight user friendly CRM.
After being an admin on Salesforce it was great working with this lightweight user friendly CRM.
Naming is crucial for the users to understand what they need to do. When naming new activities or steps think of the new employee that will need to understand what he\she are seeing.
Make sure most of your contacts have an organisations linked to it and that opportunities are connected to the organisation and not the contact - makes your life easier when you import and export the data.
Also, utilize the calendar so that every person in the company can see the milestones and events related to them.
Make sure most of your contacts have an organisations linked to it and that opportunities are connected to the organisation and not the contact - makes your life easier when you import and export the data.
Also, utilize the calendar so that every person in the company can see the milestones and events related to them.
No - we have not done any customization to the interface
No - we have not done any custom code
My contacts have a custom field named contact_type.
This tagging allows me to understand if the contact is a Lead\Partner\Reseller\Supplier.
When I spoke to the support guys in Insight.ly they told me that they are going to add there will soon be another entity called lead and its a kind of a contact.
This is true for Feb 2015, so I hope they will release it during March or April.
This tagging allows me to understand if the contact is a Lead\Partner\Reseller\Supplier.
When I spoke to the support guys in Insight.ly they told me that they are going to add there will soon be another entity called lead and its a kind of a contact.
This is true for Feb 2015, so I hope they will release it during March or April.
- Link objects to each other
- Create funnels
- Customize
- hebrew support :(
- edit multiple fields
- email directly to project
- calendar does not appear in mobile version
Yes
very good, too bad it does not include the calendar.
I think the mobile interface is mainly for showing purpases, as it should be.
I think the mobile interface is mainly for showing purpases, as it should be.
- EverNote
- DropBox
- Google Apps
copy and paste the relevant API Key from the user settings.
- Need to verify the MailChimp, but it looks nice and i think im gonna try it
I think they do, but either way i expect them to :)
- File import/export
- API (e.g. SOAP or REST)
trigers by mail?
automatically attach mail to the right project or opportunity
automatically attach mail to the right project or opportunity
Try being as detailed as you can in understanding the workflows in your company, only then start to implement it on the system.