Insightly CRM
What is Insightly CRM?
Insightly as a simple to use yet powerful CRM system for small business. With integrations to Google Apps, Office 365, MailChimp, and major social media sites; great mobile apps for tablets and smart phones; and easy access to a REST API for custom integration, Insightly is the leading small business CRM.
Insightly CRM Starting Price
$ 0/User/Month/Billed Annually
Insightly CRM Awards
Get an Overview for the Leaders Matrix at glance
Our Awards and Recognition
Insightly CRM Screenshots
Key Features of Insightly CRM
- Document Management
- Email Marketing / SMS Marketing
- Inventory Management
- Marketing Automation
- Project Management
- Territory Management
- Lead Management
- Workflow Management
- Lead Scoring
- Team Management
- Interaction Tracking
Insightly CRM Users
Business
- Freelancers
- StartUps
- SMEs
- Agencies
- Enterprises
Available Support
- Phone
- Live Support
- Training
- Tickets
Specifications
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Deployment:
Cloud Based
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Payment:
Monthly
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Api
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Customization
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Mobile Support
Desktop Platforms
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Web App
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Windows
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Mac
Mobile Platforms
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Android
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iOS
Language Support
- English
Insightly CRM Categories on SoftwareSuggest
Insightly CRM Pricing
- Lead & Sales Management
- Task & Project Management
- Mass Email & Custom Email Templates
- Custom Reports and Charts
- Accounting Integrations
- Free+
- MailChimp Integrations
- Onboarding Sessions
- Calendar & Contact Sync
- Scheduled Reports & Smart Alerts
- Custom Branding
- Slack Integration
- Basic+
- Email Scheduling
Company Details
Insightly Inc.
434 Brannan Street, 2nd Floor San Francisco, CA 94107 USA
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Insightly CRM Description
Insightly is a great tool to help small businesses deal with the vital task of managing your leads, contacts, organizations, partners, vendors and suppliers. Using CRM best practices, you can see everything about a lead or a contact — from background, email history and important dates, to any projects or opportunities in which they have participated. With Insightly’s web-based customer relationship management features you won’t miss a beat:
Features:
- Powerful Customer Relationship Management
- Integrated Project Management
- Sales Opportunities
- Reports
- Social CRM
- Go Mobile with the Solution that Works for You
- Powerful Integration with email, Google Apps, Office 365 & More
- Insightly Customer Success: Get By with a Little Help from Your Friends
Insightly CRM Slideshare
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Overall Reviews
Insightly CRM Pros and Cons
Pros
"There are many things I found impressive about Insightly CRM, but some of the standouts include its ease of use, flexibility, and robust integration capabilities. The platform has helped my team to streamline sales process and better manage customer relationships. It is a great value for the price, and I have been very pleased with the results."
Cons
"If I had to nitpick, I would say that the interface could be a bit more user-friendly. There is a lot of functionality packed into the platform, and it can be overwhelming for users or new team members, who are not familiar with CRM software. However, this is a minor issue and does not impact the overall usefulness of the platform."
Insightly CRM Reviews (6)
Mir N.
Founder
Used the software for : 1-2 years (Daily)
Company Size :11-50 employees
Verified By : 
A comprehensive CRM solution
Insightly, CRM has been essential in helping our organization manage customer relationships. The platform is easy to use and very flexible, which has allowed us to customize it to fit our specific needs. Additionally, Insightly integrates easily with our other business applications, which has made it a valuable part of our workflow. The lead routing and workflow automation features have also been beneficial in keeping our sales process organized and efficient. Finally, since we are a small working organization and our clients are in different countries, Insightly's ability to keep track of our interactions and sales process has been invaluable. Overall, I have been delighted with Insightly and recommend it to any business looking for a comprehensive CRM solution.
Insightly CRM After Sales Service Rating
What do you like best about Insightly CRM?
There are many things I found impressive about Insightly CRM, but some of the standouts include its ease of use, flexibility, and robust integration capabilities. The platform has helped my team to streamline sales process and better manage customer relationships. It is a great value for the price, and I have been very pleased with the results.
What do you dislike about Insightly CRM?
If I had to nitpick, I would say that the interface could be a bit more user-friendly. There is a lot of functionality packed into the platform, and it can be overwhelming for users or new team members, who are not familiar with CRM software. However, this is a minor issue and does not impact the overall usefulness of the platform.
What features is Insightly CRM currently missing?
Till now, I have not found any missing features that would impact our ability to use Insightly CRM effectively. I found it to be a complete CRM Solution.
What other products like Insightly CRM have you used or evaluated?
ClickUp
How Insightly CRM is better/different from its competitors?
Insightly CRM is a comprehensive CRM platform that offers a suite of features that its competitors do not. These features include contact management, task management, opportunity management, and project management.
Unnatti
Used the software for : 2+ years
Company Size :51-200 employee
It is easy to use and flexible solution!!!
Insightly CRM tool offers tons of features such as task assignments, activities for recurring actions, and gmail integration. These features have been of great value for my team. Also, the software provides tons of video tutorials that are very helpful for beginners. My team had been searching for a CRM that would help us organize and run more efficiently. Since the deployment of Insightly, I can't tell how happy my team is. Its workflow automation saves us so many hours. The client servicing team is efficient and prompt. They always sort out issues on time and provide detailed answers. My team uses the Project and Task list extensively to keep themselves updated and to avoid missing out on any detail. I have referred Insightly to several other business colleagues. For users on the lookout of a powerful CRM that won't break the bank, Insightly CRM is the best choice.
Malik
Used the software for : 2+ years
Company Size :51-200 employee
Best CRM Software
With Insightly CRM software, it is impossible to miss a deadline, forget a task, or lose a sales deal. This CRM software is fit for businesses of all sizes and offers efficiency, immense organization and increased sales. Insightly can be used with any email system, and my team has been able to benefit from its tight integration with Gmail/Google Apps and Outlook 2013/Office365. The software is very easy to use, powerful and affordable. It's an efficient CRM tool for the sales and marketing teams especially while collaborating on projects. With the help of Insightly,the sales team can keep a track of all the activities and check where a prospective client is placed on the sales cycle. The marketing team can update more information on prospective clients after carrying out a series of activities. Their customer service team has coordinated with my team so well. They had been of huge help especially when my team had just started to use the software.
Imrankhan
Used the software for : 2+ years
Company Size :51-200 employee
Powerful CRM Software
With simple and user-friendly customer relationship module, Insightly CRM happens to be the latest and most advanced software to handle and manage customers. As a business owner, I have witnessed the productive results and effectiveness of implementing the crm software. Not only have I gained higher reach, but also got deeper insights about my target group. This lead management software is one-of-a-kind feature that has enabled me to integrate multiple customer communication channels and develop good relationships with my consumers.
Pruthvisinh
Used the software for : 2+ years
Company Size :51-200 employee
Amazing Working Software
Running my cottage industry wouldn’t have been so successful, as with Insightly CRM. The efficient lead management software took me towards my potential customers and showed ways to develop productive relationships. Using this software, I can integrate my small-scale business and reach maximum customers in less amount of time. The crm software also optimizes customer interaction and helps me to understand their needs, choices and preferences. Indeed, it’s the best software to know customers and market your product.
Insightly CRM FAQs
How much does Insightly CRM cost?
The starting price of Insightly CRM is $ 0/User/Month/Billed Annually. It has different pricing plans:
- Free : $ 0/User/Month/Billed Annually
- Basic : $ 12/User/Month/Billed Annually
- Plus : $ 29/User/Month/Billed Annually
- Professional : $ 49/User/Month/Billed Annually
- Enterprise : $ 99/User/Month/Billed Annually
Insightly CRM also provides a free trial to users.
What are the top 5 features for Insightly CRM?
The top 5 features for Insightly CRM are:
- Document Management
- Email Marketing / SMS Marketing
- Inventory Management
- Marketing Automation
- Project Management
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