Insightly is a cloud-based customer relationship management (CRM) tool that lets users organize and manage their customers and business leads. Although typically marketed as a CRM, Insightly offers both project and contact management. It’s easy to set up and use, plus it’s free for up to two users. Click here to try Insightly for free.
Pricing & Features
Summary of User Reviews
What Insightly does well:
Users who recommend Insightly said that they find the platform easy, simple, and intuitive to use. They also find tagging tasks and users within the system helpful in tracking the progress of their various projects. Seamless integration to third-party apps was also cited.
What Insightly does not do well:
Users who gave Insightly negative reviews said that the app’s backup options should be improved. Some also said that they encounter difficulties in exporting customer data from the system.
Most Helpful Positive User Review:
“It’s a Google App, so it talks to everything. It syncs with my email and has a little widget that allows me to add a new opportunity or contact straight from my Inbox. It also syncs with my calendar for sales tasks, and with MailChimp to subscribe new leads to my newsletter.
The pipelines, workflows and activity sets allow a good deal of automation. I have set mine up so that when I move a lead to the next step in the pipeline (for example, a client reviews their proposal), it updates the probability of closing the sale, and triggers a set of activities such as following up to see if they have questions, and getting a date for a decision.
— Alice Foeller
Most Helpful Negative User Review:
“It could get buggy from time to time with not associating tasks with the right company. This would basically make me lose track of where I am with certain customers, or lose track of accounts entirely. It got to a point that I double check all of the tasks.”
— Lawrence Lyman
Insightly has a free plan for up to two users and three paid plans. When billed annually, the Plus Plan costs $29/month, the Professional Plan costs $49/month, and the Enterprise Plan costs $99/month. The main differences between the plans are the data record limit and access to premium features such as integrations and workflow automations.
|Free (up to 2 users)|
Insightly CRM Features
Check out the list below of some of Insightly’s features.
- Lead and Sales Management
- Task and Project Management
- Mass Email and Custom Mail Templates
- Accounting Integrations
- Calendar and Contact Sync
- Email Scheduling
- Workflow Automation
Want to check out more of Insightly’s CRM and project management features? Click here for a free demo.
Useful Insightly CRM Resources
How To Setup Insightly: The Complete Step-by-Step Guide — In this guide, we’ll show you how we use Insightly, so you can replicate these steps for your business. We’ll focus on how to add data, set up opportunities, add users, and adjust your security preferences.
What is CRM Software? — In this guide we answer questions surrounding CRM software such as what it does, who needs it, how a CRM works, and how/if it can help your small business.
Best Small Business CRM Software — Read our buyer’s guide for a comparison of the top three CRM for small businesses. We compare Insightly vs. Zoho vs. Salesforce to give you an idea of which CRM will work best for your business needs.
Best Free CRM Software — Want to use a CRM, but not willing to invest any resources? Read our guide on the best free CRM for businesses, plus analysis on what features you’ll get with each.
Insightly CRM Overview Video
This video provides an overall background on what businesses can do to maximize the full potential of Insightly.
When choosing a CRM, it’s important that the software integrates with other applications your business is currently using. Here is a list of some of Insightly’s popular integrations.
Ask The Community