What is Insightly?

Gain a deeper understanding of your customers and grow your business with Insightly. This powerful and intuitive customer relationship management (CRM) solution is designed specifically for small and medium-sized enterprises, enabling teams to increase sales, nurture relationships, and deliver projects on time. It offers smooth integrations with widely used applications such as Gmail, Office 365, and MailChimp. Furthermore, Insightly equips organizations with crucial tools to manage contacts throughout the sales journey, oversee customer interactions, and monitor their sales pipeline, along with numerous other features. By utilizing Insightly, companies can streamline their operations and enhance customer satisfaction, ultimately leading to greater success in their endeavors. Embracing this platform opens up new avenues for growth and efficiency, allowing businesses to thrive in a competitive landscape.

Pricing

Price Starts At:
$29.00/month/user
Price Overview:
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 Offered?:
Yes

Integrations

All Insightly Integrations
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Screenshots and Video

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

Company Facts

Company Name:
Insightly
Date Founded:
2010
Company Location:
United States
Company Website:
www.insightly.com

Product Details

Deployment
SaaS
iPhone
iPad
Android
Training Options
Documentation Hub
Online Training
Webinars
Support
Standard Support
Web-Based Support

Product Details

Target Company Sizes
Individual
1-10
11-50
51-200
201-500
501-1000
1001-5000
5001-10000
10001+
Target Organization Types
Mid Size Business
Small Business
Enterprise
Freelance
Nonprofit
Government
Startup
Supported Languages
English

Insightly Categories and Features

Task Management Software

Collaboration
Create Subtasks
Gamification
Gantt Charts
Mobile Access
Percent-Complete Tracking
Progress Tracking
Recurring Tasks
Reporting/Analytics
Spreadsheet View
Task Board View
Task Planning
Task Scheduling
Task Tracking
Time Tracking
To-Do List View

Sales Tracking Software

Activity Dashboard
Alerts / Notifications
Appointment Scheduling
Call Logging
Comments / Notes
Custom Reports
Document Management
Email Templates
Interaction Tracking
Lead Management
Lead Scoring
Pipeline Management
Reporting / Analytics
Task Management

Sales Forecasting Software

Competitor Analysis
Correlation Analysis
Dashboard
Dynamic Modeling
Exception Reporting
Graphical Data Presentation
Modeling & Simulation
Performance Metrics
Sales Trend Analysis
Statistical Analysis

Sales Force Automation Software

Call Management
Campaign Management
Channel Management
Commission Management
Contact Management
Contract Management
Customer Database
Email Marketing
Field Sales Management
Lead Management
Opportunity Management
Performance Metrics
Proposal Generation
Referral Tracking
Sales Forecasting
Territory Management

Sales Enablement Software

Collaboration
Contact Management
Content Management
Document Management
Goals / Quota Management
Lead Management
Meeting Management
Performance Management
Presentation Management
Proposal Management
Territory Management
Training Management

Project Management Software

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

Lead Management Software

Activity Tracking
Campaign Management
Lead Capture
Lead Distribution
Lead Nurturing
Lead Scoring
Lead Segmentation
Pipeline Management
Prospecting Tools
Source Tracking

Healthcare CRM Software

Audience Targeting
Campaign Management
Marketing Automation
Medical History Records
Patient Communications
Patient Management
Physician Management
Predictive Analytics

Contact Management Software

Activity Management
Appointment Management
Contact Database
Contact History
Contact Import/Export
Customer Pipeline
Email Marketing
Group Management
Interaction Tracking
Lead Management
Prospecting Tools
Sales Pipeline Management
Search / Filter
Segmentation
Shared Contacts
Social Media Integration

Construction CRM Software

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

CRM Software

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Business Management Software

Billing & Invoicing
CRM
Employee Management
Financial Management
Inventory Management
Marketing Management
Order Management
Point of Sale (POS)
Project Management
Purchasing
Scheduling
Time & Expense Tracking
Training Management
Vendor Management

More Insightly Categories

Insightly Customer Reviews

Write a Review
  • Reviewer Name: A Verified Reviewer
    Position: Sales and Marketing Manager
    Has used product for: Less than 6 months
    Uses the product: Daily
    Org Size (# of Employees): 100 - 499
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you Recommend to Others?
    1 2 3 4 5 6 7 8 9 10

    Loved Insightly, Best CRM Tool

    Date: Nov 12 2022
    Summary

    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.

    Positive

    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.

    Negative

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

    Read More...
  • Reviewer Name: Sandra C.
    Position: Director of Business Development
    Has used product for: 1-2 Years
    Uses the product: Weekly
    Org Size (# of Employees): 26 - 99
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you Recommend to Others?
    1 2 3 4 5 6 7 8 9 10

    Insightly is the essential CRM application for small organizations

    Date: Mar 30 2021
    Summary

    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.

    Positive

    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.

    Negative

    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.

    Read More...
  • Reviewer Name: A Verified Reviewer
    Position: CEO
    Has used product for: Free Trial
    Uses the product: Daily
    Org Size (# of Employees): 1 - 25
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you Recommend to Others?
    1 2 3 4 5 6 7 8 9 10

    Easy to use

    Date: May 09 2020
    Summary

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

    Positive

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

    Negative

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

    Read More...
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