Audience

Organizations in any industry

About Insightly

Know your customers and grow your business with Insightly. A powerful and easy to use customer relationship platform for small and mid-size businesses, Insightly enables teams to accelerate sales, build relationships, and deliver projects on time. It offers native integrations to Gmail, Office 365, MailChimp, and other popular applications. Insightly also offers tools to help companies manage contacts throughout the sales lifecycle, track customer relationships, monitor their sales pipeline, and more.

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Pricing

Starting Price:
$29.00/month/user
Pricing Details:
Plus - $29 per user per month
Professional -$49 per user per month
Enterprise - $99 per user per month
Free Version:
Free Version available.
Free Trial:
Free Trial available.

Integrations

See Integrations

Ratings/Reviews - 3 User Reviews

Overall 4.3 / 5
ease 4.7 / 5
features 5.0 / 5
design 5.0 / 5
support 4.7 / 5
More Reviews Write a Review

Company Information

Insightly
Founded: 2010
United States
www.insightly.com

Videos and Screen Captures

Play Video Insightly-Dashboard Insightly-Build Insightly-DeliverProjects Insightly-Email Insightly-MoreSales
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Product Details

Platforms Supported
Cloud
iPhone
iPad
Android
Training
Documentation
Live Online
Webinars
Support
Phone Support
Online

Insightly Frequently Asked Questions

Q: What kinds of users and organization types does Insightly work with?
Q: What languages does Insightly support in their product?
Q: What kind of support options does Insightly offer?
Q: What other applications or services does Insightly integrate with?
Q: Does Insightly have a mobile app?
Q: What type of training does Insightly provide?
Q: Does Insightly offer a free trial?
Q: How much does Insightly cost?

Insightly Product Features

Business Management

CRM Supported
Vendor Management Supported
Billing & Invoicing Not Supported
Employee Management Not Supported
Financial Management Not Supported
Inventory Management Not Supported
Marketing Management Not Supported
Order Management Not Supported
Point of Sale (POS) Not Supported
Project Management Not Supported
Purchasing Not Supported
Scheduling Not Supported
Time & Expense Tracking Not Supported
Training Management Not Supported

CRM

Calendar/Reminder System Supported
Call Logging Supported
Document Storage Supported
Email Marketing Supported
Internal Chat Integration Supported
Lead Scoring Supported
Marketing Automation Integration Supported
Mobile Access Supported
Segmentation Supported
Social Media Integration Supported
Task Management Supported
Territory Management Supported
Quotes / Proposals Not Supported

Construction CRM

Client Tracking Supported
Contract Management Supported
Forecasting Supported
Project Management Supported
Quote Management Supported
Sales Management Supported
Scheduling Supported
Time Management Supported

Contact Management

Activity Management Supported
Appointment Management Supported
Contact Database Supported
Contact History Supported
Contact Import/Export Supported
Customer Pipeline Supported
Email Marketing Supported
Group Management Supported
Interaction Tracking Supported
Lead Management Supported
Prospecting Tools Supported
Sales Pipeline Management Supported
Search / Filter Supported
Segmentation Supported
Shared Contacts Supported
Social Media Integration Not Supported

Healthcare CRM

Patient Communications Supported
Patient Management Supported
Predictive Analytics Supported
Audience Targeting Not Supported
Campaign Management Not Supported
Marketing Automation Not Supported
Medical History Records Not Supported
Physician Management Not Supported

Lead Management

Activity Tracking Supported
Lead Capture Supported
Lead Distribution Supported
Lead Nurturing Supported
Lead Scoring Supported
Lead Segmentation Supported
Pipeline Management Supported
Prospecting Tools Supported
Source Tracking Supported
Campaign Management Not Supported

Project Management

Agile Methodologies Supported
Budget Management Supported
Client Portal Supported
Collaboration Tools Supported
Cost-to-Completion Tracking Supported
Customizable Templates Supported
Gantt Charts Supported
Idea Management Supported
Kanban Board Supported
Milestone Tracking Supported
Portfolio Management Supported
Resource Management Supported
Time & Expense Tracking Supported
Traditional Methodologies Supported

Sales Enablement

Collaboration Supported
Contact Management Supported
Document Management Supported
Goals / Quota Management Supported
Lead Management Supported
Meeting Management Supported
Performance Management Supported
Proposal Management Supported
Content Management Not Supported
Presentation Management Not Supported
Territory Management Not Supported
Training Management Not Supported

Sales Force Automation

Commission Management Supported
Contact Management Supported
Customer Database Supported
Email Marketing Supported
Field Sales Management Supported
Lead Management Supported
Opportunity Management Supported
Performance Metrics Supported
Proposal Generation Supported
Referral Tracking Supported
Sales Forecasting Supported
Territory Management Supported
Call Management Not Supported
Campaign Management Not Supported
Channel Management Not Supported
Contract Management Not Supported

Sales Forecasting

Dashboard Supported
Dynamic Modeling Supported
Graphical Data Presentation Supported
Modeling & Simulation Supported
Performance Metrics Supported
Sales Trend Analysis Supported
Statistical Analysis Supported
Competitor Analysis Not Supported
Correlation Analysis Not Supported
Exception Reporting Not Supported

Sales Tracking

Activity Dashboard Not Supported
Alerts / Notifications Not Supported
Appointment Scheduling Not Supported
Call Logging Not Supported
Comments / Notes Not Supported
Custom Reports Not Supported
Document Management Not Supported
Email Templates Not Supported
Interaction Tracking Not Supported
Lead Management Not Supported
Lead Scoring Not Supported
Reporting / Analytics Not Supported
Pipeline Management Not Supported
Task Management Not Supported

Task Management

Collaboration Supported
Create Subtasks Supported
Gamification Supported
Mobile Access Supported
Percent-Complete Tracking Supported
Progress Tracking Supported
Recurring Tasks Supported
Reporting/Analytics Supported
Spreadsheet View Supported
Task Board View Supported
Task Planning Supported
Task Scheduling Supported
Task Tracking Supported
Time Tracking Supported
To-Do List View Supported
Gantt Charts Not Supported

Insightly Additional Categories

Insightly Verified User Reviews

Write a Review
  • An Insightly User
    Sales and Marketing Manager
    Used the software for: Less than 6 months
    Frequency of Use: Daily
    User Role: User
    Company Size: 100 - 499
    Design
    Ease
    Features
    Pricing
    Support
    Probability You Would Recommend?
    1 2 3 4 5 6 7 8 9 10

    "Loved Insightly, Best CRM Tool"

    Posted 2022-11-12

    Pros: Helps to organize sales, marketing, project and support teams at the same place. It offers segmented email marketing. Shares overview of every point of business. Tons of business tools integration options are available. Pipeline visualization for sales segments.

    Cons: First few days of onboarding this platform seems complicated due to its UI.

    Overall: I loved how the scalable Insightly platform helps to make whole business structures organized, by enabling sales, marketing, projects and support unified in one place. It has a dynamic user interface. Overall, I highly suggest Insightly, because it is powerful and performs well even in mid-sized enterprises.

    Read More...
  • Sandra C.
    Director of Business Development
    Used the software for: 1-2 Years
    Frequency of Use: Weekly
    User Role: User
    Company Size: 26 - 99
    Design
    Ease
    Features
    Pricing
    Support
    Probability You Would Recommend?
    1 2 3 4 5 6 7 8 9 10

    "Insightly is the essential CRM application for small organizations"

    Posted 2021-03-30

    Pros: The application provides automation tools for sales processes, including: contact management, account management and market opportunity management. In addition, it has a basic collaboration system that features conversations and publishing of interest to active project members.

    Cons: The platform of this application is very basic, but it can be very poor compared to others, it is also slow when performing certain tasks. Likewise, it does not include media outreach tools as it does not integrate a social networking section. It also does not allow us to attach files to the exposed tasks.

    Overall: At first glance, we are presented with a very useful application that will manage and automate group communication and digital marketing management for free. However, its use of contact schedules can be confusing and its interface can be ineffective in opportunities, but for those initial sales ventures it is highly recommended.

    Read More...
  • An Insightly User
    CEO
    Used the software for: Free Trial
    Frequency of Use: Daily
    User Role: Administrator, Deployment
    Company Size: 1 - 25
    Design
    Ease
    Features
    Pricing
    Support
    Probability You Would Recommend?
    1 2 3 4 5 6 7 8 9 10

    "Easy to use"

    Posted 2020-05-09

    Pros: Works well and is pretty easy to use and set up for your business. Doesn't take much to get it running.

    Cons: I think there could be more advanced features for a CRM.

    Overall: Overall it's a decent tool that works well for the average business owner. Especially because its so easy.

    Read More...
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