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

Top 5 alternatives to Insightly

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

Typical Customers

  • Freelancers
  • Small Businesses (2-50)
  • Mid-size Companies (51-500)
  • Large enterprises (500 and more)

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

Top 5 alternatives to Insightly

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
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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: 127

  • 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 Small Businesses
  • 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
  • Project Planning
  • Project Planning/Scheduling
  • Project Templates
  • Project Tracking
  • Project Workflow
  • 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 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

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Pipedrive

4.5
#2 Alternative to Insightly
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Bitrix24

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

Wrike

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Reviews

Overall rating

4.0 /5
(575)
Value for Money
4.0/5
Features
3.9/5
Ease of Use
4.0/5
Customer Support
3.8/5

Already have Insightly?

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

Showing 5 reviews of 575
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. :)

Anne
Overall rating
  • Industry: Professional Training & Coaching
  • Company size: 2-10 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

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

Customizing Insightly

Reviewed on 17/10/2022

I think it is a great, affordable product. I'm disappointed in the Customer Care response (or lack...

I think it is a great, affordable product. I'm disappointed in the Customer Care response (or lack thereof). The Customer Support team is great. They can troubleshoot and fix items. Customer Care is required if you are trying to better/best use the product. I think that group needs some work. Anyone customizing the product should be confident that Insightly knows how it will be used for user's business and that may mean more questions upfront, better understanding of a client's business.

Pros

That we could customize. We were able to make this software work for our needs, which were a bit different than how the typical sales team might. We can track our orders and do great reporting.
Dashboards are very nice feature. Ability to customize pipelines very helpful and visuals are great. Customer support team is helpful and responsive.

Cons

Integration with our needs was a bit difficult. Our sales person seemed to understand what we needed to accomplish but I don't think the customer care person is as savvy. Customization is great, but if it impacts how you can report items or get most accurate data, user needs to understand that. We got creative in how we used items and where possible, didn't customize, just repurposed so we got the benefit of the connections Insightly makes. In our haste to be up and using, I don't think enough time was spent on that and rework was involved.

Reasons for Choosing Insightly

Did not like the web version as much as the local and the local had to sync properly. It's better to be in the web and Insightly affords that ease. People were challenged by using Act in some cases and I think just soured on it so sometimes it's best to start fresh.

Switched From

Act!

Reasons for Switching to Insightly

functionality, customization and cost
Matthew
Overall rating
  • Industry: Management Consulting
  • Company size: 11-50 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Ease of Use
  • Likelihood to recommend 3.0 /10

Insightly highs and lows

Reviewed on 12/10/2022

Pros

It is relatively intuitive easy to customise, easy to align to specific business needs.

Cons

Effective linkage of the databases that sit behind the product. If i log an activity for a against a contact that is part of an organisation, that activity will not be visible under the organisation. This is a big miss. There needs to be total linkage between all databases that sit within the system. There should be a hierarchy from Organisation to Contact to Project to Opportunity etc etc. This causes significant issues when trying to track client experience.

Reporting
No reports are drillable - they are simply static reports limiting their use. I constantly find myself needing to export a report to Excel so I can build a pivot table to effectively use it.

User interface
The user interface is very old fashioned and clunky. This is not just a statement about look and feel. When i create a report i get a list of objects with certain data that changes on a regular basis. So I need to select the item from within the report and change the value. But I cant do this quickly from within the report. I need to click on the item which then loads a separate page for the record. Then I need to click into that record which show all of the fields for the entire record. Then I need to click on the field in question, change it and then save it. I then need to close that page down and go back to the report page and refresh the page before this change is visible. This is a terrible UI and UX for a modern product today that is now significantly behind the the currently expected standard.

Denise
Overall rating
  • Industry: Marketing & Advertising
  • Company size: 201-500 Employees
  • Used Weekly for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 9.0 /10

Insightly developed to enhance our feeds

Reviewed on 6/9/2022

In my experience using Insightly, I haven't run into any serious issues. We used to utilize a...

In my experience using Insightly, I haven't run into any serious issues. We used to utilize a strange CRM that was built out of sheets and required us to constantly switch between windows. Using Insightly, we can have all of our data in one place, neatly organized in custom fields. In my opinion, the project page may benefit from more fields in which to provide pertinent data.

Pros

Insightly is how I keep track of all the initiatives we have in the works right now. The management of our company's 5,000+ open positions is a major challenge. Insightly makes it easy for us to keep track of all the moving parts, which would otherwise be difficult to do in a secure manner given the project's multi-stage nature.

Cons

In most cases, the newly opened Org or Project tab doesn't take up more than half of my screen following a search. I can't figure out how to make the page larger. For some reason, the columns on the Relate and Activity tabs don't remember my saved column width. Every time I use it, I have to resize it.

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!

Showing 5 reviews of 575 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 PSA, Constant Contact, Contactually, Cyclr, Dasheroo, Debitoor, Delivra, Direct Mail, DirectIQ Email Marketing, Dotdigital, 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, Kantata, Keap, Kissflow Digital Workplace, Kixie PowerCall, Kustomer, Lead Liaison, LiquidPlanner, Mad Mimi, MailUp, Mailchimp, MailerLite, Marketo Engage, 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 Sell, Zendesk Suite, Zoho Books, Zoho CRM, Zoho Invoice, dotloop, noCRM.io

Insightly offers the following support options:

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

Related categories

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