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Insightly All-in-One description
Insightly All-in-One is a platform designed for mid-sized businesses that combines sales, marketing, and customer service tools. It offers a single system to manage leads, automate marketing campaigns, track customer interactions, and gain insights from shared data. This unified approach helps teams collaborate more effectively and provide a better customer experience. It promises a cost-effective way to manage all aspects of customer relationships.
Who is Insightly All-in-One best for
Insightly All-in-One is a unified platform designed for SMBs seeking to streamline sales, marketing, and customer service. Users appreciate the centralized platform and integrations, while some find the initial learning curve steep and reporting complex. It offers a cost-effective solution for managing customer relationships, automating marketing, and tracking interactions.
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Best for small to medium businesses (SMBs).
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Ideal for industries like healthcare, finance, and consumer goods.
Insightly All-in-One features
| Supported Insightly supports automated email marketing and campaign management. |
| Supported Insightly All-in-One supports contact management, lead management, sales automation, and marketing automation. |
| Supported Insightly offers dedicated customer support via email and phone, with enhanced support available through premier plans. |
We evaluate the sentiment that users express about non-functional aspects of the software
Value and Pricing Transparency
Customer Service
Ease of Use
Reliability and Performance
Ease of Implementation
Scalability
Insightly All-in-One reviews
We've summarised 430 Insightly All-in-One reviews (Insightly All-in-One G2 reviews) and summarised the main points below.
- Centralized platform with easy access to information.
- Wide range of third-party integrations, including QuickBooks, Slack, and Mailchimp.
- Customizable fields and filters for efficient workflow management.
- Detailed reporting and analytics on sales, team performance, and customer insights.
- User-friendly interface for everyday tasks.
- Difficult to learn initially.
- Reporting requires a lot of skill and isn't intuitive.
- Limited customization in Kanban view; unable to assign colors, priorities, etc.
- Occasional lag when navigating the website and updating lists.
- Mobile app is underwhelming with limited functionality.
Insightly All-in-One pricing
The commentary is based on 32 reviews from Insightly All-in-One G2 reviews.
Insightly's pricing is generally considered affordable for its features, especially for small businesses. However, some users find the pricing increases with added features or contacts, and certain integrations, too expensive, making it less cost-effective for scaling businesses.
Users sentiment
See the Insightly All-in-One pricing page.
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Insightly All-in-One has a free trial.
Plus
Includes Lead and contact management, Project management, Advanced reports, Pre-built business dashboards.
Professional
All Standard plan features plus: Lead assignment and routing, Workflow automation, Custom page layouts.
Enterprise
All Pro plan features plus: Sandboxes, Products, pricebooks, and quotes, Comprehensive audit logging
Insightly All-in-One alternatives
HubSpot Sales HubBetter for e-commerce and retail. Higher rated by users. Easier to use, with better customer service. More applicable to various industries.Read more
HubSpot Marketing HubBetter for e-commerce and retail. Has broader industry applicability. Higher ratings and is growing faster. A popular Insightly alternative and competitor.Read more
Zoho CRM PlusBetter for larger businesses. Has broader industry applicability. Growing faster than Insightly. Seamless integration with other Zoho products is a plus.Read more
Zoho Marketing PlusBetter for small to medium businesses, especially in software and IT, and large enterprises. Has more momentum. Focuses on multi-channel marketing automation and brand asset management.Read more
Insightly CRMBetter fit for businesses focused on e-commerce or retail. A strong Insightly All-in-One competitor for basic CRM functionality.Read more
Dubb: Sales Video System + CRMBetter for sales teams focused on video messaging. More suitable for ecommerce businesses. Offers better customer service and is easier to use, but pricing is less favorable. Insightly alternative.Read more
Insightly All-in-One FAQ
What is Insightly All-in-One and what does Insightly All-in-One do?
Insightly All-in-One is a unified platform combining sales, marketing, and customer service tools. It helps mid-sized businesses manage leads, automate campaigns, track interactions, and gain data insights for improved team collaboration and customer experience. It offers CRM, marketing automation, and customer support features.
How does Insightly All-in-One integrate with other tools?
Insightly All-in-One integrates with various tools, including Mailchimp, QuickBooks, and Slack, to streamline workflows. This allows businesses to connect their essential business applications and centralize data for improved efficiency and productivity.
What the main competitors of Insightly All-in-One?
Top alternatives to Insightly All-in-One include HubSpot Marketing Hub, Zoho CRM Plus, and HubSpot Sales Hub. These competitors offer similar features like CRM, sales automation, and marketing tools, often with varying focuses on specific business sizes or marketing strategies.
Is Insightly All-in-One legit?
Yes, Insightly All-in-One is a legitimate platform. It's a unified CRM for sales, marketing, and project management, used by many businesses for improved customer relationships and streamlined workflows. While it has a user-friendly interface, some users find the reporting features complex.
How much does Insightly All-in-One cost?
Insightly pricing starts at $29/user/month for the Plus plan. The Professional plan is $49/user/month, and the Enterprise plan is $99/user/month. Several add-ons are also available to enhance product functionality.
Is Insightly All-in-One customer service good?
Based on user reviews, Insightly's customer service is generally considered excellent and responsive. Users praise the helpfulness and efficiency of the support team in resolving issues and providing guidance. However, some have noted inconsistencies with support and a push for upselling during business meetings.
Reviewed by
Michal has worked at startups for many years and writes about topics relating to software selection and IT management. As a former consultant for Bain, a business advisory company, he also knows how to understand needs of any business and find solutions to its problems.
Tymon is a seasoned CTO who loves finding the perfect tools for any task. He recently headed up the tech department at Batmaid, a well-known Swiss company, where he managed about 60 software purchases, including CX, HR, Payroll, Marketing automation and various developer tools.