Insightly Overview

What is Insightly?

Insightly is the world’s most popular CRM software for Google and Office 365 users and targeted at small and mid-sized businesses. Insightly has more than 1.5 million users worldwide and supports a range of industries such as manufacturing, consulting, media, communications, construction, and many others.

With Insightly, all your critical sales and business info - leads, contacts, emails, events, quotes, projects, tasks, sales opportunities, and biz reports - are organized and available on your device. The result is that all your teammates have the most current customer information at their fingertips which results in improved visibility, customer service and sales.

Insightly recognizes that every business is different - so our custom objects and apps enable organizations to tailor their instance to map to their workflows and processes ensuring high adoption and satisfaction. Integrations too are key to CRM user adoption so Insightly offers a variety of featured integrations across email, document management, accounting, and messaging platforms.

For any other integrations required, Insightly offers a variety of approaches - an open (and free) RESTful API, webhooks, or Lambda to enable data synchronization.

Insightly Overview

Cost

Starting from
USD 29.00/month

Pricing options

Free Trial
Free
Subscription
Value for money

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 Features

Devices
Business size
S M L
Markets
Asia, Australia, Canada, China, Europe and 5 others, Germany, India, Japan, Latin America, Middle-East and Africa
Supported Languages
English, French, Portuguese, Spanish

Screenshots

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

Insightly Reviews

Insightly Reviews

Overall rating
3.9
/
5
Excellent
168

Very good
194

Average
73

Poor
16

Terrible
27

Value for Money
3.9
Features
3.8
Ease of Use
4
Customer Support
3.7
76% recommended this app
Elizabeth P.

Manage your business relationships with Insightly

Insightly CRM has offered us a solution to practically all our samples, thanks to it I have obtained a lot of reliability to the projects that are carried out in the office maintaining the conviction that we constantly obtain more and better results. It is fully customizable and adaptable to our requirements, also thanks to this we have been able to capture a large number of new customers, renew contracts and interests with customers within our company. It is a very attractive tool and the results have been very professional, its functionality is totally successful and will recover your investment in the blink of an eye, do not miss the opportunity to obtain a system to manage relationships with your customers and enhance each area that makes up your company, being fully customizable to whatever your requirement.


Joshua K.

Brings all record-keeping together

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.


Harley D.

Excellent CRM for small Business

I use this as my personal CRM, so if a customizeable CRM is not required this is certainly an option


Iain M.

Long time user verging toward long-suffering user

This is a product I wanted to like so much. We have been using Insightly for many years. We were attracted to it because it combined CRM and Project Management. Over the years they have improved the CRM aspect, but have left PM virtually untouched. Their support is haphazard and they often introduce new *features* which cause problems - like the day Google Contact Sync stopped working, or the day Google Contact Sync started duplicating contacts in Google etc. Because we signed up so long ago, we have an excellent pricing model. If we were paying more I would be really dissatisfied.

Oh and they are just appalling at sharing their product roadmap. It's like driving a manual shift car as the mechanic is fitting new gears as you speed up.


Nezar K.

Effective and Affordable

Overall for small or medium size sales organizations, this is a great vehicle to ensure all opportunities are documented and tracked. Scheduling follow up ensures that communication errors are mitigated and the email templates support marketing initiatives.


Elizabeth P.
Industry: Marketing & Advertising
Company size: 5,001-10,000 Employees

Manage your business relationships with Insightly

Used Daily for 1+ year
Reviewed on 26/02/2020
Review Source: Capterra

Insightly CRM has offered us a solution to practically all our samples, thanks to it I have obtained a lot of reliability to the projects that are carried out in the office maintaining the conviction that we constantly obtain more and better results. It is fully customizable and adaptable to our requirements, also thanks to this we have been able to capture a large number of new customers, renew contracts and interests with customers within our company. It is a very attractive tool and the results have been very professional, its functionality is totally successful and will recover your investment in the blink of an eye, do not miss the opportunity to obtain a system to manage relationships with your customers and enhance each area that makes up your company, being fully customizable to whatever your requirement.

Pros

Insightly has worked great to be able to direct excellent relationship management with our clients, either by creating them or maintaining them in a wide range of industries in a wide variety of fields, be they consulting, health, manufacturing, among others. Thanks to this tool we have been able to generate consistent quotes much more quickly taking advantage of all kinds of opportunities.

Cons

It is a bit difficult to maintain the integration or even integrate it with other tools, just as they do not present frequent updates and they are not very striking either, but in general terms I can confirm its excellent functionality.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 9.0/10

Joshua K.
Industry: Utilities
Company size: 2-10 Employees

Brings all record-keeping together

Used Daily for Free Trial
Reviewed on 25/12/2019
Review Source: Capterra

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.

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!

Rating breakdown

Ease of Use

Likelihood to recommend: 8.0/10

Harley D.
Industry: Construction
Company size: 2-10 Employees

Excellent CRM for small Business

Used Daily for 2+ years
Reviewed on 12/05/2020
Review Source: SoftwareAdvice

I use this as my personal CRM, so if a customizeable CRM is not required this is certainly an option

Pros

Extremely inexpensive software for small business with good bulk mailing features and document storage.

Cons

Customizing is limited and navigation sometimes a little clumsy and non intuitive, I wish it contained a split screen for some of the functions.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 8.0/10

Iain M.
Industry: Management Consulting
Company size: 51-200 Employees

Long time user verging toward long-suffering user

Used Daily for 2+ years
Reviewed on 05/10/2016
Review Source: GetApp

This is a product I wanted to like so much. We have been using Insightly for many years. We were attracted to it because it combined CRM and Project Management. Over the years they have improved the CRM aspect, but have left PM virtually untouched. Their support is haphazard and they often introduce new *features* which cause problems - like the day Google Contact Sync stopped working, or the day Google Contact Sync started duplicating contacts in Google etc. Because we signed up so long ago, we have an excellent pricing model. If we were paying more I would be really dissatisfied.

Oh and they are just appalling at sharing their product roadmap. It's like driving a manual shift car as the mechanic is fitting new gears as you speed up.

Pros

Great CRM and Pipeline Management out the box!
Contact Syncing for Google is great - despite minor issues.
Good simple project lists.
Links nicely to Mailchimp and Xero.

Cons

Very very poor project management. You will need to use other packages for almost anything. No resource management. No Gantt charts. No visibility.

Email integration is rudimentary. Task integration is non-existent.

No Office 365 contact synchronisation.

Response from Insightly

Thanks for the feedback. I'll pass this on to our product team because all feedback helps us improve. With regards to exposing our product road map -- it's common that privately held companies do not make their product road map public. If you have specific questions on features please send an email to [email protected] and we can let you know if they are on the roadmap. Thanks.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 5.0/10

Nezar K.
Industry: Staffing & Recruiting
Company size: 51-200 Employees

Effective and Affordable

Used Daily for 2+ years
Reviewed on 25/07/2019
Review Source: Capterra

Overall for small or medium size sales organizations, this is a great vehicle to ensure all opportunities are documented and tracked. Scheduling follow up ensures that communication errors are mitigated and the email templates support marketing initiatives.

Pros

The software offers many free features that others charge. It is excellent for a small business on an operational budget but can easily enhance when necessary. Automated marketing email templates are effective and easy to use. The system also integrates well with other marketing products. The dashboard gives a snapshot of your sales opportunities and the user can customize.

Cons

Documenting phone call attempts and connects take too many steps. The Task portion is a bit complicated and again requires too many steps.

Response from Insightly

Hi Nezar,
Thank you for the feedback!!!

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 8.0/10

User recommendation
7.7/10
Based on 478 user ratings
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Insightly Pricing

Insightly Pricing

Starting from
USD 29.00/month
Free Trial
Free
Subscription
Value for money

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)

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)

Value for Money
3.9/5
Based on 478 user ratings
Compare value for money rating with alternatives
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Insightly Features

Insightly Features

API
Activity Dashboard
Activity Tracking
Automatic Notifications
CRM Integration
Calendar Management
Custom Fields
Customer Database
Customisable Branding
Customizable Reporting
Customizable Templates
Data Import/Export
Electronic Payments
Email Integration
Real Time Data
Reminders
Reporting & Statistics
Social Media Integration
Surveys & Feedback
Third Party Integration
Features
3.8/5
Based on 478 user ratings
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Categories

Videos and Tutorials

Videos and Tutorials

Additional information for Insightly

Additional information for Insightly

Key features of Insightly

  • Alerts
  • Automatic address book
  • Automatic lead distribution
  • Automatic notifications
  • Automatic reminders
  • CRM
  • Calendar management
  • Client management
  • Collaboration
  • Contact Database
  • Contact management
  • Custom charts
  • Custom fields (per record type)
  • Customizable branding
  • Customizable fields
  • Customizable reporting
  • Customizable templates
  • Dashboard
  • Data filtering
  • Document storage
  • Duplicate detection
  • Email notifications
  • Email templates
  • Email tracking
  • Event triggered actions
  • File management
  • File sharing
  • Filtered views
  • Lead assignment
  • Lead capture
  • Lead distribution
  • Lead management
  • Linking to provide 'influence' view for sales & service
  • Multi-currency
  • Native iOS & Android mobile apps
  • Permission management
  • Powerful Google & Microsoft calendar integration
  • Project management
  • Project tracking
  • Recurring tasks
  • Reporting & statistics
  • Sales reporting
  • Sales tracking
  • Scheduled reporting
  • Search functionality
  • Sidebar chrome extension
  • Social media integration
  • Status tracking
  • Tags & keywords
  • Task management
  • Tasks and Milestones
  • Third party integration
  • Track Opportunities/Pipelines

Benefits

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

GetApp Analysis

GetApp Analysis

In order for small businesses to grow and flourish, they need access to the best tools possible. Insightly is a CRM and project management application designed specifically for SMBs. The web-based solution enables its users to create strong relationships with their most loyal customers, so they can effectively maximize revenue and grow their businesses.

Created for organizations with between one and 200 employees, Insightly has integrated some of the most important features of a CRM platform—including flexible calendaring, automatic address books, file sharing, and notifications—with a project management system that uses tasks, milestones, and pipelines to keep organizations on track. Using Insightly’s linking feature, SMBs have the ability to create true 360-degree views of their complete networks. Insightly has all the functionality necessary for small business sales teams.

Dashboard view inside Insightly.

What is Insightly?

The purpose of Insightly is to provide SMBs with ways to build better relationships with their customers. In doing this, Insightly has developed a CRM and project management system that allows its clients to manage contacts, organizations, vendors and suppliers from within a unified system. Being able to link any object—such as a contact, organization or opportunity—to any other object is another way that Insightly gives businesses a complete view over their entire networks at a single glance.

Using Insightly should help SMBs streamline everyday processes for improved business efficiency, productivity, and effectiveness. As the name implies, Insightly provides its users with deep insights into how their customer relationships are influencing sales. As a result, many businesses experience an increase in sales after they begin using Insightly’s platform.

Managing contact details.

Insightly Main Features

Managing Contacts

Insightly’s CRM solution gives you a way to see all of your customers and prospects in a centralized location. You can also use the flexible calendaring, notes, comments, and tagging features to keep track of important thoughts after getting off the phone with a client.

Before you can start managing contacts from within Insightly, you’ll need to add a few of your clients or prospects to the system. Import contacts and notes, or manually add the information for each new client and prospect you come across. In addition to including basic details like name and email address, Insightly provides you with space for including personal details and linking to the contact’s social media accounts.

Organizing contact information.

Using leads

Lead management is an integral component within Insightly. By setting up leads, sales teams can keep track of anyone who appears interested in their products or services, but hasn’t actually verified his or her interest in the business. These individuals can be added to a company’s Insightly account through the Leads tab.

Regardless of how your leads are obtained (purchased contact lists, website forms, trade shows, or other marketing efforts), you’ll want to turn on the Leads functionality to enter those leads into your Insightly account. When you determine that a certain lead is qualified, you can convert the lead by linking the contact and organization. (Insightly doesn’t convert related contacts and organizations until leads are converted into opportunities.) You can manage the status of each lead, along with the source of your lead’s information.

Capturing information with Leads

Setting Tasks

Insightly’s Tasks feature can be used in a number of different ways, including making to-do lists, logging meetings and phone calls, and creating email reminders. The most common way to use this feature is by creating a list of all the tasks that need to be done before a certain project will be complete. You also have the option to set reminders on tasks, which means you’ll receive an email notification before the task is due. Tasks can be linked to contacts, opportunities, projects, organizations, and emails.

Click on the “Task” tab from the dashboard page to begin the process of adding a new task to you list. Insightly gives you the option to assign the task to a particular colleague and set a due date. You can also set the priority level and status, and update the progress-percentage as the task gets closer to completion.

Adding a new task.

Sending Email

Insightly now offers a way for business users to compose and send email from their Insightly accounts. Just select the lead or contact to communicate with and get started writing the message. Setting up email templates is one way that many Insightly users have found to make writing email messages even easier.

Send a new email message to a single lead or contact by clicking on the Actions menu when viewing that lead or contact, and then selecting Email This Lead or Email This Contact. You can send a new email from a template or compose your own from scratch. Although Insightly offers you the ability to send emails directly through its web-based platform, you also have the option to compose and send emails from your default program by clicking on an email address link in Insightly.

Composing email within Insightly

Linking Objects

Insightly is one of the only CRM solutions that provides its users with a way to create a true 360-degree view of their networks. By linking together objects—including contacts, organizations and opportunities—with other objects, users are able to clearly see how relationships are impacted by certain actions.

Click on a contact and scroll down to the “links” section. To add a new link, type in the name of the contact, organization, or opportunity that the contact is associated with. For example, in addition to noting that Contact A is associated with Contact B, you can also include information about how those two prospects are related.

Linking two contacts.

Using Pipelines

A pipeline is a linear series of steps, which Insightly lets you define for projects and opportunities. Users can view pipelines to see their progress along a path. A pipeline should include all the anticipated stages in a workflow, up through the completion of the project.

To create a pipeline, visit the System Settings, choose a pipeline name, and click the “Edit Stages” link next to the new pipeline. Insightly will draw the pipeline stages for you above your stage list. The next time you create a new project, that pipeline will show up in a populated list for you to choose from, and you can select which stage the project is currently at.

Creating pipelines in Insightly.

Generating Reports

Insightly’s reports are based on opportunities and completed activities. Reports can be filtered by date ranges, and quickly reformatted for printing. A few of the Opportunity Reports that users can choose from include: Opportunity Category Breakdown, Reasons For Losing Opportunities, Opportunity Pipeline Stage Report, Total Incoming Opportunities, and Value Of Opportunities.

To generate a report, click on the type of report you want to create and customize the settings based on the dates, pipelines, tags, and responsibilities you’d like to use. When those selections have been made, you can generate a custom report. If Insightly’s reports don’t meet a particular need that your organization is facing, you also have the option to export your records. This enables you to create reports using whichever outside tool you prefer.

Generating detailed opportunity reports.

Scanning Business Cards

Using Insightly’s mobile apps, professionals have the ability to take photos of business cards and automatically create contacts or lead records in their CRM. This action takes place automatically, and it is available to all paid Insightly accounts.

To start scanning business cards with your smartphone’s rear camera, the the + icon within the mobile app and choose the “scan” option. Insightly allows you to scan a certain number of cards each month. Once you’ve snapped the photo, you can add tags, background information, and select visibility permissions for each new contact or lead. Insightly will follow up with an email update on each card you scan.

Scanning business cards with the mobile app

Insightly Integrations

Insightly integrates with a number of popular business apps and services, allowing users to connect their CRM and project management system to products like Google Apps, Google Calendar, Gmail, Google Drive, Evernote, Xero, Quote Roller, INinmail, MailChimp, Torpio, and Zapier. Insightly offers an Outlook App that provides enhanced productivity for businesses that use Office 365 and Outlook 2013. In addition to its integration with QuickBooks Online, Insightly offers an integration with Xero.

Insightly Pricing

Free accounts are available for businesses with two or fewer users. Monthly pricing plans start at $12 per user, per month (when paying annually). Upgraded plans range in price from $29 per user, per month to $99 per user, per month (when paying annually).

Insightly Bottom Line

  • CRM and project management solution for SMBs.

  • Enables businesses to create strong relationships with customers.

  • Created for businesses with one to 200 employees.

  • Integrates with many of the most popular business apps.

  • Linking feature gives users a 360-degree view of their business networks.

Insightly FAQs

Insightly FAQs

Below are some frequently asked questions for Insightly.

Q. What type of pricing plans does Insightly offer?

Insightly offers the following pricing plans:

Starting from: USD 29.00/month

Pricing model: Free, 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)

Q. What are the main features of Insightly?

Insightly offers the following features:

  • Alerts
  • Automatic address book
  • Automatic lead distribution
  • Automatic notifications
  • Automatic reminders
  • CRM
  • Calendar management
  • Client management
  • Collaboration
  • Contact Database
  • Contact management
  • Custom charts
  • Custom fields (per record type)
  • Customizable branding
  • Customizable fields
  • Customizable reporting
  • Customizable templates
  • Dashboard
  • Data filtering
  • Document storage
  • Duplicate detection
  • Email notifications
  • Email templates
  • Email tracking
  • Event triggered actions
  • File management
  • File sharing
  • Filtered views
  • Lead assignment
  • Lead capture
  • Lead distribution
  • Lead management
  • Linking to provide 'influence' view for sales & service
  • Multi-currency
  • Native iOS & Android mobile apps
  • Permission management
  • Powerful Google & Microsoft calendar integration
  • Project management
  • Project tracking
  • Recurring tasks
  • Reporting & statistics
  • Sales reporting
  • Sales tracking
  • Scheduled reporting
  • Search functionality
  • Sidebar chrome extension
  • Social media integration
  • Status tracking
  • Tags & keywords
  • Task management
  • Tasks and Milestones
  • Third party integration
  • Track Opportunities/Pipelines

Q. Who are the typical users of Insightly?

Insightly has the following typical customers:

Freelancers, Large Enterprises, Mid Size Business, Non Profit, Small Business

Q. What languages does Insightly support?

Insightly supports the following languages:

English, French, Portuguese, Spanish

Q. What type of pricing plans does Insightly offer?

Insightly has the following pricing plans:

Free, Subscription

Q. Does Insightly support mobile devices?

Insightly supports the following devices:

Android, iPhone, iPad

Q. What other apps does Insightly integrate with?

Insightly integrates with the following applications:

Bitium, Campaign Monitor, Easy Insight, Freshdesk, Google Drive, HappyFox, QuickBooks Online, Vision Helpdesk, WebMerge, Zapier

Q. What level of support does Insightly offer?

Insightly offers the following support options:

FAQs, Forum, Knowledge Base, Online Support, Video Tutorials