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Insightly CRM description
Insightly is a popular and affordable CRM designed to help businesses manage customer data, sales, and marketing in one place. It offers tools for lead tracking, opportunity management, email marketing, customer support, and more. Insightly is highly customizable, integrates with hundreds of apps, and is suitable for businesses of all sizes across various industries. It's known for its ease of use, affordability, and scalability, helping businesses streamline their operations and improve customer relationships.
Who is Insightly CRM best for
Insightly CRM is a popular, affordable solution for SMBs seeking to manage customer interactions, sales, and marketing effectively. Users praise its intuitive interface and seamless Google Apps integration. However, some find the reporting features complex and the mobile app limited. It's ideal for businesses wanting a customizable CRM with robust features and integrations.
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Best fit for small to medium-sized businesses seeking an affordable and user-friendly CRM.
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Suitable for various industries, including Healthcare, Finance, Retail, and more.
Insightly CRM features
| Supported Insightly CRM supports managing and tracking opportunities. |
| Supported Insightly CRM supports contact management, tracking calls, creating tasks, scheduling emails, and more. |
| Supported Lead sources are tracked with a dedicated field and enhanced by integrations. |
| Supported Insightly supports pipeline management, including customizable stages, probabilities, and progress tracking. |
| Supported Insightly CRM offers workflow automation to streamline sales processes and reduce manual effort. |
| Supported Insightly supports lead generation, management, and territory mapping via rules based on geographic criteria. |
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 CRM reviews
We've summarised 899 Insightly CRM reviews (Insightly CRM G2 reviews) and summarised the main points below.
- Intuitive and user-friendly interface for basic CRM functions.
- Seamless integration with Google Apps and Gmail.
- Highly customizable with options for custom fields and pipelines.
- Affordable pricing, especially for smaller businesses.
- Excellent customer support, responsive and helpful.
- Reporting features are not intuitive and require more knowledge to use effectively.
- Occasional lag when navigating the website and updating lists.
- Limited filtering capabilities, with no option to compare date fields.
- Mobile app is underwhelming with limited functionality and sync issues.
- Difficulty emailing to organization emails and managing contacts effectively.
Insightly CRM pricing
The commentary is based on 66 reviews from Insightly CRM G2 reviews.
Insightly CRM offers a tiered subscription pricing model with different plans for CRM, Marketing, Service, and AppConnect. They also offer bundled pricing for All-in-One solutions. A 14-day free trial is available for the CRM plans. Pricing is per user/month, billed annually, except for AppConnect which is per account/month. Additional costs include technical setup and onboarding for some plans.
Users sentiment
See the Insightly CRM pricing page.
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Insightly CRM has a free trial.
Plus
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 CRM alternatives
HubSpot Sales HubBetter for mid-sized businesses seeking sales automation and a streamlined sales process. Provides a more user-friendly interface and robust automation features. Offers better customer service and ease of use. Integrates seamlessly with HubSpot's marketing hub.Read more
ConvergeHubBetter for companies needing integrated billing features. Has more momentum based on employee growth. Some users find the interface outdated and the mobile app lacking. Fewer native integrations. Insightly CRM alternative; ConvergeHub competitor.Read more
PipedriveBetter for sales teams focused on efficiency. Has more momentum currently. Higher rated on Glassdoor.Read more
Nimble CRMBetter for social media integration. Has stronger website traffic growth momentum. More suitable for retail, marketing & advertising, and professional services.Read more
HoneyBookBetter for freelancers and solopreneurs in creative industries. Focuses on client management, payments, and administrative tasks. Primarily serves businesses in the USA. Offers invoicing, contracts, and scheduling features within a single platform.Read more
HubSpot Marketing HubBetter for marketing automation and multi-channel campaigns. Has higher ratings and is growing faster. A strong HubSpot CRM alternative for inbound marketing.Read more
Insightly CRM FAQ
What is Insightly CRM and what does Insightly CRM do?
Insightly CRM is a user-friendly and affordable platform designed to help businesses manage customer interactions, sales, and marketing. It offers tools for lead management, opportunity tracking, workflow automation, and email marketing, all within a customizable interface. Insightly integrates with numerous apps and scales to suit businesses of all sizes.
How does Insightly CRM integrate with other tools?
Insightly CRM integrates with hundreds of apps through its open API and pre-built integrations. It connects with popular tools like Google Workspace, Microsoft Office 365, and Mailchimp, enhancing productivity and streamlining workflows.
What the main competitors of Insightly CRM?
Top alternatives to Insightly CRM include HubSpot Sales Hub, Salesforce Sales Cloud, and Insightly’s own upgraded platforms like Insightly Marketing and Insightly All-in-One. Other competitors include Bixpand.com.
Is Insightly CRM legit?
Yes, Insightly CRM is a legitimate and popular CRM platform. It's known for its user-friendly interface and affordable pricing, making it a safe and suitable choice for businesses seeking to manage customer relations effectively. It integrates with numerous apps and offers strong customization options.
How much does Insightly CRM cost?
Insightly CRM offers three paid plans: Plus at $29/user/month, Professional at $49/user/month, and Enterprise at $99/user/month, billed annually. There is no pricing information available for a free plan.
Is Insightly CRM customer service good?
Insightly's customer service receives positive feedback. Users highlight the helpful and responsive support team, praising their promptness in addressing issues and providing necessary information. Some users mention very helpful customer success managers. However, others have noted inconsistent support experiences and difficulty getting timely responses.
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.