About Insightly

The world’s most popular CRM software for Google and Office 365 users, Insightly is the CRM of choice for growing teams across all industries, including manufacturing, professional services, media & communications, technology, and construction.
With Insightly, all your critical sales and business data—leads, contacts, emails, events, quotes, projects, tasks, sales opportunities, and business reports—are organized and secure in one place. As a result, you and your team have the most up-to-date customer information at your fingertips at all times, helping you align teams, speed up the sales cycle, and provide consistently great customer experience throughout the entire customer journey.

Use Insightly’s custom objects and apps to tailor workflows and processes to your unique business needs and preferences, ensuring high adoption and satisfaction. Easily integrate Insightly with other tools, including email, file management, accounting, and messaging platforms. For any other integrations, Insightly offers an open (and free) RESTful API, webhooks, or Lambda functions to enable seamless data synchronization.

Pricing starting from:

US$29.00/month

  • Free Version
  • Free Trial
  • Subscription

Key benefits of Insightly

Insightly accelerates sales by:

Collaborating across the organization with centralized customer data
Ensuring adoption with an intuitive and user-friendly UI
Growing your business faster with lead management and automated workflow

Insightly builds relationships by:

Understanding complex organizational relationships with flexible record linking
Tracking frequency of interactions by linking emails, proposals, etc. to contacts, orgs
Increasing sales efficiency by focusing on relationship gaps

Insightly delivers projects by:

Coordinating employee, contractor, and partner activity with task management
Driving productivity with templated tasks and events
Automatically generating tasks, events, emails, and update milestone statuses

Business size

S M L

Deployment

  • Cloud-based
  • On-premise

Markets

Australia, Canada, China, Germany, United Kingdom, India, Japan, New Zealand, United States

Supported Languages

English, French, Portuguese, Spanish

Pricing starting from:

US$29.00/month

  • Free Version
  • Free Trial
  • Subscription

Images

Insightly Software - Gain valuable insight into the most important aspects of the business with reports and dashboards
Insightly Software - Powerful and flexible pipelines that automate your sales process
Insightly Software - Manage business relationships - customers, vendors and employees in one place
Insightly Software - Track lead activity and status so nothing falls through the crack
Insightly Software - Reports provide insight into sales and productivity performance
Insightly Software - Use pipelines or milestones to track project deliverables and progress
Insightly Software - Manage your business on the go with Insightly's mobile app
View 11 more
Insightly video
Insightly video
Insightly video
Insightly video
Insightly Software - Gain valuable insight into the most important aspects of the business with reports and dashboards
Insightly Software - Powerful and flexible pipelines that automate your sales process
Insightly Software - Manage business relationships - customers, vendors and employees in one place
Insightly Software - Track lead activity and status so nothing falls through the crack
Insightly Software - Reports provide insight into sales and productivity performance
Insightly Software - Use pipelines or milestones to track project deliverables and progress
Insightly Software - Manage your business on the go with Insightly's mobile app

Features

Total features of Insightly: 129

  • API
  • Access Controls/Permissions
  • Activity Dashboard
  • Activity Tracking
  • Alerts/Notifications
  • Appointment Scheduling
  • Assignment Management
  • Batch Processing
  • Budget Management
  • Business Card/Badge Scanning
  • CRM
  • Calendar Management
  • Calendar Sync
  • Calendar/Reminder System
  • Call Management
  • Campaign Management
  • Cataloguing/Categorisation
  • Collaboration Tools
  • Commenting/Notes
  • Commission Management
  • Configurable Workflow
  • Contact Database
  • Contact Management
  • Contract/License Management
  • Customer Database
  • Customer Engagement
  • Customer Segmentation
  • Customer Service Analytics
  • Customer Support
  • Customisable Branding
  • Customisable Reports
  • Customisable Templates
  • Customizable Fields
  • Dashboard
  • Dashboard Creation
  • Data Import/Export
  • Data Synchronisation
  • Data Visualisation
  • Document Management
  • Document Storage
  • Drag & Drop
  • Dynamic Modeling
  • Email Management
  • Email Marketing
  • Email Response Control
  • Email Templates
  • Email Tracking
  • Event Triggered Actions
  • Field Sales Management
  • File Management
  • File Sharing
  • For Insurance Industry
  • For Mac Devices
  • For Startups
  • For iPad Devices
  • Forecasting
  • Gantt/Timeline View
  • Goal Setting / Tracking
  • Graphical Data Presentation
  • Interaction Tracking
  • Internal Chat Integration
  • Kanban Board
  • Lead Capture
  • Lead Distribution
  • Lead Generation
  • Lead Management
  • Lead Nurturing
  • Lead Qualification
  • Lead Segmentation
  • Marketing Automation
  • Mobile Access
  • Modeling & Simulation
  • Multi-Currency
  • Opportunity Management
  • Percent-Complete Tracking
  • Performance Metrics
  • Pipeline Management
  • Pipeline Reports
  • Prioritisation
  • Progress Tracking
  • Project Planning
  • Project Planning/Scheduling
  • Project Templates
  • Project Tracking
  • Project Workflow
  • Projections
  • Proposal Generation
  • Prospecting Tools
  • Quotes/Estimates
  • Real Time Analytics
  • Real Time Data
  • Real Time Notifications
  • Real Time Reporting
  • Real-time Updates
  • Recurring Tasks
  • Referral Tracking
  • Reminders
  • Reporting & Statistics
  • Reporting/Analytics
  • Reporting/Project Tracking
  • Role-Based Permissions
  • Routing
  • Sales Activity Management
  • Sales Forecasting
  • Sales Pipeline Management
  • Sales Reports
  • Sales Trend Analysis
  • Search/Filter
  • Segmentation
  • Self Service Portal
  • Shared Contacts
  • Social Media Integration
  • Source Tracking
  • Statistical Analysis
  • Status Tracking
  • Tagging
  • Task Management
  • Task Planning
  • Task Progress Tracking
  • Task Scheduling
  • Template Management
  • Territory Management
  • Third Party Integrations
  • Third-Party Integration
  • To-Do List
  • Visual Analytics
  • Web Forms
  • Web-based Deployment
  • Workflow Management

Alternatives

Salesforce Sales Cloud

4.4
#1 Alternative to Insightly
Salesforce Sales Cloud is a cloud-based Customer Relationship Management (CRM) application from Salesforce. Sales Cloud...

Pipedrive

4.5
#2 Alternative to Insightly
Pipedrive is a CRM & pipeline management tool for small and medium sized sales teams that helps users focus on actions...

HubSpot CRM

4.5
#3 Alternative to Insightly
Save valuable selling time with HubSpot CRM that takes care of all the little details from recording calls, logging...

Bitrix24

4.1
#4 Alternative to Insightly
Bitrix24 is a free cloud & open source collaboration platform providing CRM, document management, tasking, time...

Reviews

Overall rating

3.9 /5
(499)
Value for Money
3.9/5
Features
3.8/5
Ease of Use
3.9/5
Customer Support
3.7/5

Already have Insightly?

Software buyers need your help! Product reviews help the rest of us make great decisions.

Write a Review!
Showing 5 reviews of 499
Susan
Overall rating
  • Industry: Information Technology & Services
  • Company size: 10,000+ Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

A reliable and completely user-friendly tool with immense productivity.

Reviewed on 24/7/2019

Insightly CRM offers a wide range of services for our business to improve our customer services and...

Insightly CRM offers a wide range of services for our business to improve our customer services and have provided us with benefits to enhance our marketplace. It has allowed us to successfully engage our working relationships with the clients in a more reliable way. I have also been performing project management tasks with this tool.

Pros

Insightly CRM is itself a very reliable tool which allows the user to gain the most of the advantage with its easy to use features and efficient tools. We can also easily integrate it with other tools to improve the overall productivity. It's super responsive when dealing with the customers. We can easily maintain our sales cycles and ongoing customer service to provide extra care for the clients. The user-interface is also quite easy and manageable than other such tools.

Cons

Chrome extensions are bit of a clunky addition which further complicated the working procedure so mostly avoid it. The other tools integration is right on point but the social media integration misses few of the parts and continues to be a wastage of time for us. In the end, it proves to be much effected on our overall work and improves the efficiency of our work routine.

Response from Insightly

Hi Susan,

Thank you for the feedback. The Chrome Extension you're talking about is actually sunset. Try the new Add-On. :)

Joshua
Overall rating
  • Industry: Utilities
  • Company size: 2-10 Employees
  • Used Daily for Free Trial
  • Review Source

Overall rating

  • Ease of Use
  • Likelihood to recommend 8.0 /10

Brings all record-keeping together

Reviewed on 25/12/2019

We have only been using Insightly for a couple of weeks, but overall I've liked it a lot. Prior to...

We have only been using Insightly for a couple of weeks, but overall I've liked it a lot. Prior to using Insightly, we were manually note-taking in Word documents for each client. Each time that a lead was converted, we then had to go and update everything. Now that we are able to integrate all of our notes, contacts, emails, etc. into one system, the workload has drastically lightened.

Pros

The thing that I like most about Insightly is that it allows me to document everything from start to finish with each customer. For example, if I send an email to a lead/customer, all I have to do is add that as an attachment in Insightly and I can go back at any time and see anything that was linked with that particular person. This helps track progress when passing off to other team members, too. In a sense, Insightly brings all of the "record-keeping" together and puts in one simple platform.

Cons

The project management function is pretty basic. Unlike a couple other CRM software that I've tested, Insightly does not offer many of the graphical views that the others do. Being someone who has an easier time seeing data in the visual realm, this was a feature that I wished Insightly would add.

Alternatives Considered

Salesforce Sales Cloud

Reasons for Switching to Insightly

Salesforce was not transparent in their pricing. Also, my colleague told me that she heard Salesforce is difficult to set up.

Response from Insightly

Hi Joshua! Thanks so much for your kind words. We work hard to make Insightly a preferred CRM for businesses like yours, and are thrilled you're making the most out of our platform. Thank you for being our valued customer. We look forward to helping you and your team reach new heights!

Verified Reviewer
Overall rating
  • Industry: Construction
  • Company size: 51-200 Employees
  • Used Weekly for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 8.0 /10

Scalable CRM platform for businesses of all sizes

Reviewed on 27/6/2022

Insightly has been a beneficial addition to our sales and marketing efforts allowing us to easily...

Insightly has been a beneficial addition to our sales and marketing efforts allowing us to easily store our contacts, leads, and projects in one platform.

Pros

I really like how Insightly can be customized and scaled to fit the needs of the business. We are a mid size company and other CRMs were too robust and complicated. Insightly is just right.

Cons

I think it is kind of expensive per user. I would like to see a lower monthly cost per user.

Alternatives Considered

Salesforce Sales Cloud

Reasons for Switching to Insightly

Insightly was the right sized product for us and our needs. Salesforce was too expensive and had to many features we didn't need.
Andrew
Overall rating
  • Industry: Computer Software
  • Company size: 11-50 Employees
  • Used Daily for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 6.0 /10

A fairly reasonable CRM for a small business

Reviewed on 9/8/2022

It's a fairly easy to use platform for a company who doesn't need the complexity, cost and...

It's a fairly easy to use platform for a company who doesn't need the complexity, cost and extraneous functionality of something like Salesforce. However for some of the tasks we need it for, there are often gaps in the UI and areas where the documentation is severely lacking. The support team are slow and very unhelpful, often trying to push professional services rather than resolving issues.

Pros

It's pretty easy to use for the most part so less technically able staff can use it with relatively few issues.

Cons

The documentation is quite lacking and mostly quite outdated. Their support is extremely poor and is often used as leverage to sell professional services.

Tarek
Overall rating
  • Industry: Management Consulting
  • Company size: 11-50 Employees
  • Used Weekly for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Likelihood to recommend 7.0 /10

Insightly : a good option to start with cloud based CRMs for Small businesses

Reviewed on 10/10/2021

Insightly helps entrepreneurs and small businesses like most of our clients to get to the digital...

Insightly helps entrepreneurs and small businesses like most of our clients to get to the digital space and excel in no time. As a Technology expert, I highly recommend it to entrepreneurs beginning with tech and online platforms for their business.

Pros

Insightly Helps small and mid business manage their leads and projects online, through a fully fledged cloud based tool that provides an abundance of smart features, including customer insights from internet sources, and structured project/opportunity management platform.

Cons

It is probably requiring some advanced knowledge from our end, but integrating Insightly with e-mail services, social media and other 3rd parties seemed to be complex. We've been using Insightly in its early times, and I'm sure that things went better afterwards with the continuous improvements by Insightly amazing teams.

Reasons for Switching to Insightly

In its first launch, Insightly shown more functions for small businesses that attracted me, especially for individuals with no previous experience of online software CRMs. Nevertheless, each of the other competitors on the market has its competitive advantage, and addresses the needs of a particular niche. Each consumer needs to know first what features make sense to their business before choosing a CRM.
Showing 5 reviews of 499 Read all reviews

Insightly FAQs

Below are some frequently asked questions for Insightly.

Insightly offers the following pricing plans:

  • Starting from: US$29.00/month
  • Pricing model: Free Version, Subscription
  • Free Trial: Available

Free: $0 (Free for up to 2 users) Plus $29/user/month (billed annually) Professional $49/user/month (billed annually) Enterprise $99/user/month (billed annually)

Insightly has the following typical customers:

Self Employed, 2-10, 11-50, 51-200, 201-500, 501-1,000, 1,001-5,000

Insightly supports the following languages:

English, French, Portuguese, Spanish

Insightly supports the following devices:

Android (Mobile), iPhone (Mobile), iPad (Mobile)

Insightly integrates with the following applications:

10to8, 123FormBuilder, ActiveCampaign, ActiveDEMAND, Acuity Scheduling, Aircall, AnyMeeting, Asana, Automate.io, Benchmark Email, Bidsketch, BookingSync, Box, CallRail, Campaign Monitor, Chargebee, Clio, ConnectWise Manage, Constant Contact, Contactually, Cyclr, Dasheroo, Debitoor, Delivra, Direct Mail, DirectIQ Email Marketing, Drip, Dropbox Business, EZ Texting, Emma, Everhour, Evernote Teams, Formstack Forms, FreeAgent, FreshBooks, Front, FullContact, GetResponse, Gmail, Google Calendar, Google Contacts, Google Drive, Google Forms, Google Workspace, Gravity Forms, Groove, Help Scout, HubSpot CRM, Hubstaff, INinbox, Ignition, Intercom, Jotform, Kanban Tool, Keap, Kissflow Digital Workplace, Kixie PowerCall, Kustomer, Lead Liaison, LiquidPlanner, Mad Mimi, MailUp, Mailchimp, MailerLite, Marketo Engage, Mavenlink, Membrain, Meta for Business, Microsoft 365, Microsoft Outlook, Microsoft Power BI, Mojo Helpdesk, Myphoner, OmniFocus, OneDrive, Operations Hub, Outreach, PandaDoc, Pardot, PersistIQ, Podio, Process Street, Proposable, Proposify, Pure Chat, Quickbooks Online, Quote Roller, Quotient, Recurly, Reply, Robly, Sage Business Cloud, SalesforceIQ, ScheduleOnce, SendGrid, Sendinblue, ServiceM8, Setmore, SharpSpring from Constant Contact, Shopify, Slack, Slemma, Stripe, SugarCRM, SupportBee, Teamwork, Teamwork Desk, TimeCamp, Todoist, Toky, Toodledo, TractionNext, Trello, Typeform, Wave Accounting, WebMerge, Wishpond, Wufoo, Xero, YouCanBook.me, Zapier, Zendesk, Zendesk Sell, Zoho Books, Zoho CRM, Zoho Invoice, dotdigital Engagement Cloud, dotloop, noCRM.io

Insightly offers the following support options:

Email/Help Desk, FAQs/Forum, Knowledge Base, Chat

Related categories

See all software categories found for Insightly.