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.
Fit Small Business Video Review
We created a short video of what Insightly offers, pricing, and who it’s right for.
Summary of Insightly User Reviews
What Insightly Does Well
Users who recommended Insightly said that the app helps them efficiently track projects, opportunities, and contacts. They said that its user interface enables them to easily manage tasks, especially with its project dashboard. Users also find its integrations with other apps helpful.
What Insightly Does Not Do Well
Users who gave Insightly negative reviews said that they wish for more onboarding materials to help them become easily familiar with the software. They would also like to see improvements on the app’s reports, labels, bulk emails, mobile app, and team management features.
Most Helpful Positive User Review
“Insightly was a game changer for us. Our productivity and customer service all improved once we started using it. The project dashboard is a huge benefit for us. Our entire team can keep an eye on all open projects and their respective statuses. Everyone knows what needs to be done, so no detail gets missed. The Quickbooks Online integration has proven to be a real time saver for us, too.”
– Vince Koegle
Most Helpful Negative User Review
“Their mobile app experience is a little spotty and I think sending emails through the system could use some improvement. It can be difficult to send email to groups of contacts, and it’s not always obvious if there is a problem with email distribution.”
– Nicholas De Salvo
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)|
Check out the list below for some of Insightly’s features.
- Lead and Pipeline Management: enables users to keep track of the various stages of their interaction and level of transaction with their potential clients and customers.
- Task and Project Management: allows users to efficiently manage tasks, events, and milestones every step of the way.
- Email Tracking: provides users with email automation functionalities such as email templates, autofill fields, mass email, and email comments.
- Mobile App: allows users to access the program on-the-go from their Android or iOS devices.
- Workflow Automation: lets users automate repetitive tasks such as emails, data entry, and task assignments.
- Third-Party Integrations: lets users seamlessly integrate other apps they use such as social media, email automation, accounting, file management, and more.
Helpful CRM Software Resources
What is a CRM Software? An Introduction For Small Businesses — 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.
Does Insightly offer a free trial or demo?
Does Insightly offer discounts to nonprofit organizations?
Yes. If an organization is registered as nonprofit or charitable, a 50% discount is provided for every license purchased.
What payment options are accepted?
Insightly accepts payments made via any major credit card.
When choosing a CRM software, 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: