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Insightly CRM

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4.3/5

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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.

Pricing

Insightly CRM Starting Price

$ 0/User/Month/Billed Annually

View Detailed Pricing

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Insightly CRM Screenshots

Key Features of Insightly CRM

Here are the powerful features that make Insightly CRM stand out from the competition. Packed with innovative tools and advanced functionalities, this software offers a range of benefits.

CRM Software Lead Management System Online CRM Software Contact Management Software Sales Forecasting Software

1-click installationWorks with GoogleApps
A/B Testing
Access control
Access Controls/Permissions
Access Monitoring
Account Alerts
Account Based Marketing
Account Management
Accounting
Accounting Integration
Accounts payable
Accounts Receivable
Action Item Tracking
Actionable Segmentation Enhancements
Actionable Telematics
Activity Tracking
Ad hoc Analysis
Ad hoc Query
Ad Hoc Reports
Advertising Campaigns
Advocate Management
AI Recommendations
Alerts / Escalation
Allocation
Alumni Management
Analytics
Analytics/ROI Tracking
Annotations
Application Management
Appointment Management
Appointment Reminders
Approval Process Control
Approval Workflow
Archiving
Archiving & Retention
Assessment Generation
Asset Management
Assignment Management
Assisted Living
Attendance management
Attendance Tracking
Attendee Management
Audience Segmentation
Audience Targeting
Audio Content
Auto Dialer
Auto-Responders
Automated Publishing
Automated Quoting
Automated Routing
Automated Scheduling
Automatic Formatting
Automatic Player Updates
Automatic Re-ordering
Automation Templates Enhancements
Automotive Calculated Insights
Automotive Data Bundle
Automotive Loan and Lease Console
Background Screening
Backorder Management
Bank Reconciliation
Barcode / Ticket Scanning
Barcode Scanning
Barcoding / RFID
Benchmarking
Bill Audit
Bill Database
Bill Importing
Billable & Non-Billable Hours
Billing & Invoicing
Billing Inquiry Manager
Billing Portal
Blended Call Center
Box Office Management
Budgeting & Forecasting
Business Card/Badge Scanning
Business Process Automation
Calendar Management
Calendar Sync
Call Center Management
Call List Management
Call Logging
Call Management
Call Monitoring
Call Parking
Call Recording
Call Reporting
Call Scripting
Call Sharing
Campaign Analysis
Campaign Management
Campaign Personalization
Campaign Segmentation
CAN SPAM Compliance
Candidate Tracking
Canned Responses
Capacity Planning
Capture Leads from Twitter/Facebooks
Case Management
Case Notes
Catalog Management
Cataloging/Categorization
Centralized Inbox
Channel Management
Chapter Management
Check-In Manager
Claims Management
Claims Processing
Class Management
Clean Energy Program Management
Client / Property Matching
Client database
Client Management
Client Portal
Client Tracking
Client/Property Matching
Cloud Computing
Cold calling
Collaboration
Collaborative Writing
Collections Management
Comment Moderation
Commission management
Committee Management
Communication Management
Communication Tracking
Community Management
Complaint Monitoring
Completion Tracking
Compliance Tracking
Concessions Management
Conferences/Conventions
Connected Vehicle Visualization
Consent Management
Contact Database
Contact Discovery
Contact Import/Export
Contact Management
Contact Manager
Content analytics
Content Management
Content marketing
Content repository
Content Scheduling
Content Syndication
Contextual Targeting
Contingency Billing
Contract Management
Contribution Tracking
Conversion Tracking
Cost Tracking
Create Subtasks
CRM
CRM & Sales Dashboards
CRM & Sales Reports
CRM Analytics
Customer Advocacy
Customer Communications Management
Customer DataBase
Customer Management
Customer Profiles
Customer Review Platform
Customer Segmentation
Customer Service Analytics
Customer Support
Customer Support Tracking
Customer Surveys
Customer Targeting
Customizable Branding
Customizable CTAs
Customizable Dashboard
Customizable invoices
Customizable Templates
Customization
Dashboard
Data Analysis
Data Enrichment
Data Extraction
Data Integration
Data Management
Data Mapping
Data Modeling
Data Security
Data Source Connectors
Data Source Integrations
Data Visualization
Deal Management
Delivery Management
Demographic Data
Dependency Management
Deployment Management
Developer API
Digital Asset Management
Discount Management
Discussion Boards
Distributed Call Recording
Distribution Management
Distributor Management
Document Assembly
Document Indexing
Document Management
Document Retention
Document Storage
Donor Management
Donor Targeting
Drag & Drop
Drill Down
Drip Campaigns
Due date tracking
Dues Management
Dunning Management
Dynamic content
E-forms
Einstein Copilot
eLearning Authoring Tools
Election Management
Electronic Signature
Email Integration
Email Marketing
Email Marketing / SMS Marketing
Email Response Control
Email Templates
Employee Database
Employee Management
EMR/EHR
Energy Price Analysis
Engagement Monitoring
Enhanced Local Listings
Enterprise Asset Management
Enterprise Sales Management Enhancements
ERP
Escalation Management
Estimates & Invoices
Event Management
Event Triggered Actions
Event Triggered Email
Event-Based Notifications
Expense Management
Expense Tracking
Experience Management
Facility Scheduling
Feedback Collection
Field Sales Management
Field service management
File Sharing
Financial CRM
Financial Engagement
Financial Management
Financial Reporting
Fixed Asset Management
Food & Beverage Management
Forecasting
Form Builder
Forms Management
Full Text Search
Functions / Calculations
Fundraising Management
Gamification
GDPR Compliance
General Admission
Geo Targeting
Gift Card Management
Goal Tracking
Goals / Quota Management
Group Posting
Group Scheduling
Healthcare CRM
Help Desk
Home Health Enhancements
Hourly billing
Household Tracking
HR Management
Image Editor
Image Library
Import / Export Management
Inbound Call Center
Inbound Reporting
Incident Management
Influence Tracking
Initial Assessments
Inquiry Management
Instant Retrieval
Insurance Rating
Interaction Tracking
Interactive
Interactive Voice Response
Internal Chat Integration
Internal HR
Interoperability Enhancements
Interview Management
Interview Scheduling
Inventory Management
Invoice
Invoice Management
Invoice Processing
Issue Auditing
IT Asset Management
IVR / Voice Recognition
Job Board Posting
Job Scheduling
Jobs Board
Kanban Board
Key Performance Indicators
Kiosk Ticketing
Kitting
Knowledge Base
Knowledge Base Management
Knowledge Library
Knowledge Management
KPIs
Landing Pages
Landing Pages/Web Forms
Law Firms
Law Practice Management
Lead Capture
Lead Database Integration
Lead Distribution
Lead Enrichment
Lead Generation
Lead Management
Lead Notifications
Lead Nurturing
Lead Scoring
Lead Segmentation
Legal Case Management
Legal CRM
Life Sciences
List Management
Live Chat
Load Forecasting
Loan Origination
Loyalty Program
Mailing list management
Maintenance Management
Maintenance Scheduling
Manage Quotations
Manage Tasks
Manual Dialer
Manufacturing CRM
Mapping
Marketing Analytics
Marketing Automation
Marketing Automation Integration
Marketing Collateral
Marketing Management
Marketing Reports
Mass Email
Media Library
Medical History Records
Meeting Management
Member Communities
Member Database
Member Directory
Member Management
Member Portal
Member types
Membership Database
Membership Management
Membership Renewals
MES
Meter Tracking
Mobile Access
Mobile App
Mobile Optimized Emails
Mobile Payments
Mobile Ticketing
Mobile Time Tracking
Mortgage and Loans
Mortgage CRM
MRP
Multi-Account Management
Multi-Campaign
Multi-Channel Communication
Multi-Country
Multi-Currency
Multi-Facility
Multi-Location
Multi-Provider Practice
Multi-Screen Support
Multi-Site Management
Multi-Store Management
Multiple Billing Rates
Multiple Site Management
Network Monitoring
Offline Access
Offline Form
Offline Time Tracking
OLAP
Omnichannel Communication
On-Demand (SaaS)
Onboarding
Online Booking
Online Calendar
Online Giving
Online invoicing
Online Payment Processing
Online payments
Online Registration
Online Reviews
Online Store
Online Ticketing
Onsite Ticketing
Opportunity Management
Order Entry
Order Management
Order Tracking
Outbound Call Center
Outbound Reporting
Pageview Tracking
Partner Cloud (VAR or Service Provider)
Patient Communications
Patient Management
Payment Processing
Payroll Management
Performance Management
Performance Metrics
Personalization
Pharma CRM
Pharmaceutical and Biotech
Phone & Video Calls
Physician Management
PIA / DPIA
Pipeline Management
Pledge Management
Plug-And-Play Integration
Point of Sale (POS)
Policy Management
Political Advocacy
Post Management
Post Scheduling
Predictive Analytics
Predictive Dialer
Presales
Pricing Management
Print-at-Home
Private Cloud
Private Dashboards
Private Equity
Proactive Chat
Process Mapping
Process Modeling & Designing
Product Catalog
Product configurator
Product Database
Products & Price Books
Profitability Analysis
Program Management
Progress Tracking
Progressive Dialer
Project Accounting
Project billing
Project Management
Promotion Transfer
Promotions Management
Prompt Builder
Property Alerts
Property Database
Proposal Generation
Proposal Management
Prospecting Tools
Public Dashboards
Purchase Order Management
Purchasing
Quality Control
Quality Management
Queue Management
Quote Management
Quotes / Proposals
Quotes/Estimates
Quotes/Proposals
Real Time Analytics
Real-time Chat
Receipt Management
Recommendation Engine
Recording Bookmarking
Recruiting Firms
Recruitment Management
Recurring Appointments
Recurring Billing
Recurring Giving
Recurring Issues
Recurring/Subscription Billing
Reference Checking
Referral Source Tracking
Referral Tracking
Reimbursement Management
Relationship Tracking
Remote Display Management
Remote Document Access
Report Export
Reporting & statistics
Reporting/Analytics
Reservations Management
Resource Management
Response Management
Restaurant POS
Resume Parsing
Resume Search
Retail POS
Returns Management
Review Monitoring
Reviews Management
RFP Management
Ringless Voicemail Drop
Risk Management
Room Block Management
Rules-Based Workflow
Safety Management
Sales
Sales Agreement Enhancements
Sales Dashboards & Reports
Sales Force Automation
Sales Forecasting
Sales Intelligence
Sales Management
Sales pipeline management
Sales Pipeline Tracking
Sales Quotes
Sales Reports
Sales Tracking
Scheduled / Automated Reports
Scheduling
Scheduling & Appointments
Scorecards
Screen Sharing
Search
Search Marketing
Search/Filter
Season Tickets
Segmentation
Self Service Portal
Sensitive Data Identification
Sentiment Analysis
SEO Management
Service History Tracking
Service Level Agreement (SLA) Management
Shared Contacts
Shipping Management
Single Provider Practice
Small Group Management
Social CRM
Social Marketing
Social Media Integration
Social media management
Social Media Metrics
Social Media Monitoring
Social Media Promotion
Solution Management
Source Tracking
Special Order Management
Spend Control
Staff Management
Strategic Planning
Subscriber Management
Supplier and Purchase Order Management
Supplier Management
Supply Chain Management
Survey Management
Surveys & Feedback
Target Account Identification
Task Management
Tax Calculator
Tax Forms
Tax Management
Team Assignments
Team Management
TeamChat
Telemarketing Management
Template Management
Templates
Territory Management
Text Editing
Text Editor
Text Messaging
Third Party Integration
Third party integrations
Ticket Brokering
Ticket/Issue Tracking
Ticketing
Time & Expense Tracking
Time Management
Time on Site Tracking
Time Planning
Time Tracking
TMF API Enhancements
Traceability
Tradesman Job Management
Training Management
Transaction Dispute Management Enhancements
Transportation Dispatch
Treatment Plans
Trend / Problem Indicators
Trend Analysis
Trust Accounting
User Interaction Tracking
Vendor Management
Version Control
Video Content
VIN Lookup
VIP & Discount Tickets
Visitor Identification
Visual Analytics
Visual Editor
Voice & Data Integration
VoIP
Volunteer Management
Warehouse Management
Web Forms
Website Management
Website Personalization
Website Visitor Tracking
Widgets
Work order management
Workflow Automation
Workflow Configuration
Workflow Management
WYSIWYG Email Editor
WYSIWYG Rich Text Editing

A/B Testing
Access control
Access Monitoring
Activity Tracking
Affiliate Management
Analytics
Analytics/ROI Tracking
Application Integration
Applications Management
Auto-Dialer
Bulk Email Verification
Business Card/Badge Scanning
Call & SMS Tracking
Call Hunting & Routing
Call List Management
Call Management
Call Recording
Call Routing
Campaign Management
Campaign Personalization
Catch-all Server Detection
Channel Analytics
Cloud & On-Premise Telephony
Collaboration
Contact Discovery
Contact Import/Export
Contact Management
Contact Manager
Content Management
Contextual Guidance
Conversion Tracking
Correlation Analysis
CRM
CRM & Sales Dashboards
CRM & Sales Reports
CRM Analytics
CRM integration
Custom Fields
Custom Sales Cadences
Custom Sales Funnel Flow
Customer Segmentation
Customizable CTAs
Customization
Dashboard
Data Extraction
Data Management
Data Verification
Developer API
Document Management
Domain Check
Drip Campaigns
Drip Email Marketing
Dynamic content
Dynamic Modeling
Email Integration
Email Marketing / SMS Marketing
Email Templates
ERP Integration
Facebook Lead Gen Ad Integration
File Sharing
Forecasting
Form Builder
Gamification
Goal Tracking
Goals / Quota Management
Graphical Data Presentation
Import & Export Data
Inquiry Management
Intent Recognition
Interaction tracking
Invoices
Keyword Tracking
Landing Pages/Web Forms
Lead Assignment
Lead Capture
Lead Distribution
Lead Enrichment
Lead Generation
Lead Management
Lead Notifications
Lead Nurturing
Lead Scoring
Lead Segmentation
Lead Verification
Marketing Automation
Mass Email
Meeting Management
Modeling & Simulation
Multiple Site Management
Offline Lead Capturing - Events & Conferences
On-Demand (SaaS)
Online Activation
Online Offline Lead Capturing
Opportunity Management
Pageview Tracking
Partner Management
Performance Management
Performance Metrics
Personalization
Pipeline Management
Pre Sales Cadences
Presentation Management
Proposal Generation
Proposal Management
Prospecting Tools
Ratings & Reviews
Real Time Analytics
Real Time Comparisons
Referral Source Tracking
Reseller Management
Sales Analytics
Sales Force Automation
Sales Forecasting
Sales Intelligence
Sales Pipeline Tracking
Sales Quotes
Sales Reporting
Sales Tracking
Sales Trend Analysis
Search Marketing
Segmentation
Single Email Verification
Site Search Tracking
Social Marketing
Social Media - Profile Enrichment
Social Media Integration
Source Tracking
Statistical Analysis
Target Account Identification
Territory Management
Time on Site Tracking
Training Management
User Interaction Tracking
Visitor Identification
Web Forms
Website Visitor Tracking

Cataloging / Categorization
CRM
CRM integration
Customer Service Analytics
Customer Support Tracking
Email Response Control
Knowledge Management
Live Chat
Live chat system
Performance Metrics
Search
Search Option
Self Service Portal

A/B Testing
Activity Tracking
Analytics/ROI Tracking
Appointment Management
Calendar/Reminder System
Call Management
Campaign Management
Channel Management
Contact Database
Contact History
Contact import and export
Contact Import/Export
Contact Management
Contract Management
Customer DataBase
Customer Pipeline
Data Capture and Transfer
Data Entry
Data Entry Verification
Data Extraction
Data Verification
Design Templates
Drip Campaigns
Email Marketing
Form Builder
Group Management
Image Editor
Interaction Tracking
Landing Pages/Web Forms
Lead Capture
Lead Distribution
Lead Enrichment
Lead Management
Lead Notifications
Lead Nurturing
Lead Scoring
Lead Segmentation
Meeting Management
Notes Management
Opportunity Management
Performance Metrics
Pipeline Management
Project Management
Prospecting Tools
Referral Tracking
Remote Capture
Sales pipeline management
Search / Filter
Search Marketing
Search/Filter
Segmentation
Shared Contacts
Social Marketing
Social Media Metrics
Source Tracking
Task Management
Team Chat
Website Visitor Tracking

AI / Machine Learning
Competitor Analysis
Correlation Analysis
Dashboard
Data Visualization
Dynamic Modeling
Graphical Data Presentation
Inventory Optimization
Modeling & Simulation
Performance Metrics
Replenishment Management
Sales Forecasting
Sales Trend Analysis
Statistical Analysis

Insightly CRM Pricing

Here are the pricing plans for Insightly CRM. Choose the plan that best fits your requirements and budget. Get Detailed Insightly CRM pricing as per your requirements.

Free

$ 0

User/Month/Billed Annually

Lead & Sales Management
Task & Project Management
Mass Email & Custom Email Templates
Custom Reports and Charts
Accounting Integrations

Pricing

Basic

$ 12

User/Month/Billed Annually

Free+
MailChimp Integrations
Onboarding Sessions
Calendar & Contact Sync
Scheduled Reports & Smart Alerts
Custom Branding
Slack Integration

Pricing

Plus

$ 29

User/Month/Billed Annually

Basic+
Email Scheduling

Pricing

Professional

$ 49

User/Month/Billed Annually

Plus+
Role-Based Permissions
Lead Assignment Rules
Workflow Automation

Pricing

Enterprise

$ 99

User/Month/Billed Annually

All feature of Professional

Pricing

Insightly CRM Specifications

Get a closer look at the technical specifications and system requirements for Insightly CRM. Find out if it's compatible with your operating system and other software.

Deployment :

Cloud Based

Subscription Plan :

Monthly

Accessibility :

API

Customization

Mobile Support

Desktop Platforms :

MacOs

Windows

Language Support :

English

Business :

Freelancers

StartUps

SMBs

Enterprises

Available Support :

Phone

Training

Tickets

Insightly CRM Categories on SoftwareSuggest :

CRM Software Lead Management System Online CRM Software Contact Management Software Sales Forecasting Software Customer Database Software

Company Details :

Company Name : Insightly Inc.

Headquarter :

Website : Visit Website

Full Address : 434 Brannan Street, 2nd Floor San Francisco, CA 94107 USA

Insightly CRM Comparisons

Compare Insightly CRM with other similar options available in CRM Software. Explore the key differences to see why it's the top choice for businesses and individuals.

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Insightly CRM Description

Here's the comprehensive description of Insightly CRM. Gain a brief understanding of its unique features and exceptional benefits.

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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Insightly CRM Videos

Overall Insightly CRM Reviews

Thinking about using Insightly CRM? Check out verified user reviews & ratings based on Insightly CRM's features, user-friendliness, customer support, and other factors that contribute to its overall appeal.

4.3/5

Based on 6 Reviews

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Feature

Out of 5

Ease of use

Out of 5

Value for money

Out of 5

Customer support

Out of 5

Likelihood to recommend

Out of 100%

Insightly CRM Pros and Cons

"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."

"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."

View Insightly CRM Reviews

Alternatives of Insightly CRM

Explore alternative software options that can fulfill similar requirements as Insightly CRM. Evaluate their features, pricing, and user feedback to find the perfect fit for your needs.

More Insightly CRM Alternatives

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 : ₹ 864/User/Month/Billed Annually
Plus : ₹ 2088/User/Month/Billed Annually
Professional : ₹ 3528/User/Month/Billed Annually
Enterprise : ₹ 7128/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

What type of customer support is available from Insightly CRM?

The available support which Insightly CRM provides is:

Phone
Email
Tickets
Training

Free Demo

Insightly CRM

What is Insightly CRM?

Insightly CRM Screenshots

Key Features of Insightly CRM

Insightly CRM Pricing

Insightly CRM Specifications

Insightly CRM Comparisons

Insightly CRM Description

Insightly CRM Slideshare

Insightly CRM Videos

Overall Insightly CRM Reviews

Insightly CRM Pros and Cons

Alternatives of Insightly CRM

Insightly CRM FAQs

How much does Insightly CRM cost?

What are the top 5 features for Insightly CRM?

What type of customer support is available from Insightly CRM?

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