Insightly is one of our recommended customer relationship management (CRM) tools for real estate, startups, and sales operations teams. In our Insightly review, we scored the platform high in pricing, general features, and ease of use. We scored it lower for specialized features due to its lack of lead scoring capabilities and that its automation workflow tools are only available in the two highest-priced plans. It also scored lower on customer service due to its limited support channels on the paid plans.
Pros
- Highly customizable sales workflows
- Extensive third-party software integrations
- Real-time data synchronization with mobile app
- Robust project management tools
Cons
- Free plan is limited to two users
- Workflow automation is only available in the more expensive plans
- Phone support requires additional free
- Limited report customizations
- You work in real estate: Insightly is one of our top choices for the best real estate CRM due to its configurable profiles for different access levels. Team leaders can set permissions for their team to restrict access to record types, records, links, and actions, with options for simple or advanced settings.
- You manage a startup: It is one of our top picks for startups because of its robust project management tools. Teams can assign and collaborate on project assignments, create workflows associated with projects, and track key milestones for projects.
- You need a CRM with Outlook integration: It is one of our top choices for businesses using Outlook as their primary email. It can synchronize contacts, email, and calendar data with Outlook and also allows for linking email systems and sending Outlook messages from within the CRM.
- You are running an ecommerce business: While Insightly has robust project management tools, it doesn’t have the functionalities to run an online store.
- Alternative: Consider Bitrix24 as another option. It has ecommerce features like online store management, inventory, and a landing page builder.
- You need a free CRM: While Insightly has a free plan, it is limited to two users. This could be a drawback for small teams with limited budgets needing quite a few CRM seats.
- Alternative: You can consider HubSpot, as it offers a wide range of free tools with unlimited user allocation.
Insightly is a CRM system that integrates sales automation with project management in a single platform. It also offers tools for lead routing, email marketing, and pipeline management. It is best for small to medium-sized businesses looking for a robust operational CRM to track their ongoing lead and opportunity management activities. It is also ideal for users who need a reliable project management tool in their CRM software.
Insightly Deciding Factors
Supported Business Types | Small sales teams to enterprise-level companies, depending on the plan chosen |
Standout Features |
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Insightly CRM Pricing |
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Contract Duration | Monthly and annual plans are available |
Key Integrations |
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Customer Support |
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Insightly Alternatives
If Insightly doesn’t meet your business needs, below are some alternatives you can consider:
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Best For | Businesses that need a robust free CRM with advanced email marketing tools | Companies that need visual representations of their sales pipelines | Businesses that want an affordable CRM with excellent analytics tools |
Starting Price | Offers a free plan while paid plans start at $50 per month for two users | Starts at $24 per user, per month | Offers a free plan while paid plans start at $14 per user, per month |
Read our HubSpot CRM review | Read our Pipedrive review | Read our Zoho CRM review | |
Interested to learn about Insightly’s head-to-head comparison with our top overall pick for the best CRMs for small businesses, HubSpot CRM? Check out our article comparing HubSpot vs Insightly and read how these systems stack up against each other. You can also check out our guide on the best Insightly CRM alternatives for more options.
Insightly’s price earned a score of 4.75 out of 5 due to the availability of a free plan and a range of affordable pricing options. Its free plan allocates up to two users, while its three paid tiers support unlimited users. Monthly fees range from $29 to $99 per user, per month when billed annually. Interested users can sign up for a 14-day free trial.
Plans | Free | Plus | Professional | Enterprise |
|---|---|---|---|---|
Monthly Pricing ($/User/Month) | $0 | $35/user/month | $59/user/month | $129/user/month |
Annual Pricing ($/User/Month) | $0 | $29/user/month | $49/user/month | $99/user/month |
Max Number of Users | 2 | Unlimited | Unlimited | Unlimited |
Record Limit | 2,500 | 10,000 | 250,000 | Unlimited |
File Storage | 200MB | 10GB | 100GB | Unlimited |
Email Templates | 5 | 100 | Unlimited | Unlimited |
Daily Mass Emails | 10 | 2,500 | 5,000 | 10,000 |
Customer Support | Help center | Help center & email | Help center & email | Help center & email |
Contact, Lead, Sales & Project Management | ✓ | ✓ | ✓ | ✓ |
Custom Dashboards | ✕ | ✕ | ✓ | ✓ |
Workflow Automation | ✕ | ✕ | ✓ | ✓ |
Products, Price Books & Quotes | ✕ | ✕ | ✕ | ✓ |
Insightly Features
Insightly offers CRM features like lead generation and management, contact and sales activity management, collaboration, and project delivery features. It automates sales processes to allow your reps to sell more proactively and spend less time on repetitive tasks.
We gave Insightly’s general features a score of 5 out of 5 because it offers fundamental CRM features like lead, project, and pipeline management, as well as reporting and analytics. It allows you to qualify prospects and automatically assign incoming leads to the right reps based on your criteria. Insightly also lets you send, schedule, and track custom and templated emails to targeted leads or customer lists. It also allows you to capture new leads from web pages.
This platform helps you manage sales opportunities more efficiently by providing a system for tracking all the pipeline stages and custom fields under each deal. You can also assign templated tasks and event activities to leads, opportunities, projects, and organizations.
Below are some of the general features of Insightly:
- Contact and organization management
- Task and event management
- Lead management, assignment, and routing
- Opportunity management
- Customizable sales processes
- Mass emailing
- Email templates
- Visualize leads with Kanban board
- Web-to-lead capture
- Automatic social profile enrichment
Insightly’s dashboard provides a complete overview of an organization’s overall business performance. (Source: Insightly)
We gave Insightly a score of 3.25 out of 5 for its niche features as we saw some areas that need improvement, such as its lack of a lead scoring tool, which is crucial for getting quality leads. In addition, while its automation tools are available, they are only accessible to the subscribers of higher-priced plans.
Insightly has excellent project management tools that let teams collaborate on various tasks and opportunities. Its project management pipeline is customizable, and each stage can be assigned to a particular user. It also automatically notifies users when a project hits their stage in the pipeline so they can work on it promptly.
Users can set the settings of the project management tool so their team members are alerted accordingly on projects assigned to them. (Source: Insightly)
Users can streamline sales and business processes using Insightly’s CRM automation feature. This allows you to build automated workflows, tasks, emails, and reports to reduce manual labor. You can also set roles and permissions for data access of different users. Higher-tier subscribers can create and send pricing quotes and business proposals directly within the CRM.
Users can set settings on the workflow automation tool to streamline their sales process. (Source: Insightly)
Insightly’s phone integration with third-party apps like RingCentral and Kixie allows you to call leads and contacts with a single click from within the CRM platform. You can configure it to log and record each call automatically. You can also track the frequency and duration of calls and generate reports based on call logs.
Its in-app phone feature, through its third-party integration with Kixie, enables users to make calls straight from the app. (Source: Kixie)
Through Insightly Service, Insightly offers customer service tools that provide ticketing and case prioritization features, dashboards for tracking agent performance, and actionable insights on recurring customer issues. It pairs perfectly with Insightly’s unified CRM and marketing tools.
Insightly Service’s reports and analytics provide an overview of all open customer service tickets. (Source: Insightly Service)
Insightly’s business intelligence feature offers over 40 chart types and drag-and-drop layouts to build data visualizations. You can also customize sales dashboards with real-time data and share them with your team. Lastly, Insightly allows you to schedule reports to run at a specified time and have them automatically sent to your intended recipients.
Users can extract action-based insights from the platform that can help them make sound business decisions. (Source: Software Advice)
Insightly allows you to manage customer relationships anywhere using Android and iOS apps. It syncs your data, contacts, and calendar with your CRM account in real time. Its mobile business card scanning feature allows you to take photos of business cards using your mobile device and automatically convert the details into contacts or leads. The mobile app lets you record audio notes into your CRM using your mobile phone’s mic.
Agents on the go can access customer data anytime, anywhere with Insightly’s mobile app. (Source: Software Advice)
Third-party Integrations
Insightly has integration capabilities with many third-party applications, allowing you to synchronize all your customer data into the platform. You can connect Insightly with over 250 business software from its app library or integrate with other apps using application programming interface (API) access at no additional cost. These include its integrations with other software for email marketing, document management, and accounting.
Some of its most popular integrations include:
- Slack
- Asana
- Magento
- DocuSign
- ActiveCampaign
- Airtable
- Capsule CRM
- Google Workspace
- Bamboo HR
- Calendly
- Jira
- QuickBooks Online
- Workday
- Xero
You can find the complete list of Insightly’s integrations on its AppConnect page. (Source: Insightly)
Insightly earned a 3.63 out of 5 score for customer service due to its limited support options. Its free plan only provides users with access to the Insightly help center. Meanwhile, paid plan users can access email support, its help center, and community forums. Insightly provides customized support and service plans for its Professional and Enterprise plans at a premium cost. Interested users need to get in touch with Insightly for a customized quote.
We scored Insightly a perfect 5 out of 5 for ease of use because it features an intuitive interface with a simple and organized layout. Insightly does not require a lot of technical skill to get acquainted with its navigation and controls—even for beginners. All the tabs and dashboards are adequately labeled, and menu options are easy to spot. Those who need advanced support and guidance can avail of its add-on support plans and onboarding program.
We scored Insightly 4.13 out of 5 for expert scores because most Insightly users are satisfied with its ease of use, customization options, and extensive third-party integrations. They particularly like its workflow automation and project management features. However, some reviews of Insightly CRM noted the limited customer support available in the lower tiers and the added cost required to have a shorter response time to their request for support.
- Capterra: 4 out of 5 based on 621 reviews
- G2: 4 out of 5 based on 862 reviews
- TrustRadius: 8.1 out of 10 based on 784 reviews
Methodology: How We Evaluated Insightly CRM Reviews
To write this Insightly review, we test each system ourselves. We look at crucial areas, such as pricing, the core set of features every CRM should have, and the level of customer support and ease of use. We also looked through existing CRM ratings about Insightly from credible review sources.
Click through the tabs below for our Insightly review evaluation criteria:
10% of Overall Score
Cost is typically an essential criterion for any business, so it was one of our considerations when evaluating the cost-effectiveness of Insightly. We usually give a high score to providers that offer a starter plan that costs $30 or less. We also check the availability of a free plan, scalable pricing options, and options to pay monthly or annually.
10% of Overall Score
We looked at overall features necessary for any CRM system, such as integration options, reporting, and analytics tools. We also considered the availability of a mobile app—which is important for sales reps who are always on the go.
30% of Overall Score
We also looked at the niche and targeted features of the software to see the value a user can get by subscribing. For Insightly, we checked if they offer specialized features such as lead scoring, workflow automation, and analytics.
20% of Overall Score
We evaluated Insightly’s platform usability and the technical experience needed to use the system. This was analyzed in terms of the expertise needed to set up an account, the learning curve for learning to use its features, and the ease of integrating with other third-party applications.
20% of Overall Score
Support is a critical part of running any CRM tool, especially for small businesses that don’t have in-house technical support. We analyzed the types and availability of support offered by these providers through live chat, email, and phone.
10% of Overall Score
We looked through existing and best CRM reviews on credible sites to measure current users’ satisfaction levels and any problems they typically encounter. We also added our thoughts and expert opinion on key features, value for money, and popularity.
Insightly Frequently Asked Questions (FAQ)
Insightly can be used by various businesses—from startups to enterprise-level teams. It offers a free CRM plan and three paid subscription options that cater to varying business needs and sizes. Due to its substantial project and pipeline management, it is ideal for users looking for a robust operational CRM.
- Users who need higher document storage in their free plan. You can consider Zoho CRM instead, as it offers an allocation of 1GB in its free plan, while Insightly offers only 200MB.
- Users who want a more robust free plan can consider HubSpot CRM, which tops our list of the best free CRMs for small businesses. Insightly lacks some essential features in its free plan, including workflow automation and custom dashboards.
Bottom Line
Insightly’s CRM software offers robust contact and lead management features and has integrated project management capabilities. The combination of these features helps nurture business relationships with leads and customers. Aside from that, it has a simple interface and extensive third-party integration options. However, access to phone support entails additional costs for Insightly users and is only available to the subscribers of the two highest-priced plans.
