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, it offers both project and contact management. In this article, we cover Insightly reviews and pricing. Click here to try Insightly for free.
Insightly pricing has a free plan for up to two users and three paid plans. The paid plans are billed annually at the following prices: Plus ($29/user/month), Professional ($49/user/month), and Enterprise ($99/user/month). The main difference between the plans is access to premium features, such as workflow automation and integrations.
|Choose Your Plan|
|Free (up to 2 users)|
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Summary of Positive Insightly Reviews
Users who gave positive Insightly reviews shared that it is simple and easy to use. They said it enables them to track customers and update projects quickly and efficiently. Others also commended its seamless integrations with popular email apps, such as Mailchimp and Gmail.
“Insightly is especially great for small businesses and nonprofits. It is economical and user-friendly. This is a great tool for managing contacts, projects, and collaborating with a team. The option to integrate with other applications is an added benefit. The company considered the mobile user, and there is a mobile application available.”
Summary of Negative Insightly Reviews
Users who gave negative Insightly reviews reported that its user interface feels a bit outdated. Others complained that its search feature isn’t always functional.
“This platform doesn’t have too many automations. It doesn’t do a great job at searching for public data, filling in the blanks, and so on. It is basically a big Excel sheet that is extremely robust, holding all your customer data in one place.”
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Check out the list below of some of Insightly’s features:
- Lead and pipeline management
- Workflow automation
- Lead routing
- Marketing automation
- Social collaboration
- Email tracking
- Mobile app
- And more
Frequently Asked Questions Ask the Experts
How can Insightly help ensure that projects are delivered on time?
Insightly enables users to create projects that are customizable to fit their needs. Project managers can set deadlines, assign tasks, and check the progress of each project. Its pipeline view allows users to track milestones and ensure on-time completion of projects.
How can Insightly help sales representatives close more deals?
Insightly tracks the most relevant lead information through its lead routing feature. It then connects leads to the appropriate person so that sales representatives can follow up on them while they’re still hot.
Here is a list of some of Insightly’s popular integrations: