Insightly is a cloud-based customer relationship management (CRM) tool for small businesses that not only organizes and manages customer accounts, but also creates and tracks company projects. We compiled reviews from our own website plus user reviews from around the web and found that Insightly has generally positive ratings. We also compared the most common pricing options.
Insightly User Reviews
Ease of Use: Good
Summary of User Reviews
We scoured hundreds of reviews and determined that Insightly has mainly positive ratings. Here’s what we found:
What Insightly does well:
According to users, Insightly is intuitive and easy to use. It is also relatively more affordable compared to other CRM products in the market.
What Insightly does not do well:
Negative reviewers said that Insightly’s customer service takes too long to respond.
Most Helpful Positive User Review
“After implementing Salesforce.com, NetSuite, Siebel OnDemand, and InfusionSoft, I have found Insightly to be the easiest to use and implement for small teams. All of the interface screens are customizable, and data imports are easy.
I was able to completely modify the sales and project pipeline stages to meet a software client’s unique needs. Throughout the process, the Insightly support team was always willing to lend a hand. The pricing obviously can’t be beat either. Love this product.”
— Mimi Miles
Most Helpful Negative User Review
“Insightly made a change that added hours to my day. It went from being a simple function that I thought was the best feature to the most frustrating-adding at least 5 steps. I reached out and was told my needs were too small. Viewer capability is still kept at a minimum and you are not able to just chat a customer service rep instead you have to wait up until 24 hours for a help question..”
Other Insightly User Reviews From Around the Web
Here are a few other resources for finding helpful Insightly customer reviews. We rated the review sites on a scale from poor to excellent based on how trustworthy and useful the reviews seemed.
*Average rating as of date article was written: Jan. 20 2017
How We Determined Quality of User Review Websites
- TrustRadius has a lot of reviews on the product and reviewers are asked to point out the product’s pros and cons. Reviews on this website are verified and it discloses important information such as if the reviewer was invited by the company to review the product and if the reviewer was given an incentive for doing so.
- G2 Crowd also has several reviews on Insightly. The reviewers are asked specific questions to ensure that the reviews are informative. The website also verifies whether or not the reviewer is a current user of the product.
- PCMag features a contributor review that delves into the pros and cons of the product or service. The review goes into detail about the different features of the product or service, so it is very helpful for potential buyers.
|Price per Month||$0||$12 (when paid annually)||$29 (when paid annually)|
|Number of Users||2||Unlimited||Unlimited|
|Project Management Tools||Yes||Yes||Yes|
|Contact Management Tools||Yes||Yes||Yes|
|Lead Management Tools||Yes||Yes||Yes|
|Customer Support||Online Knowledgebase and Community QA only. |
No Email Support.
|Email Support||Email Support|
|Integration with Google Contacts and Calendar||No||Yes||Yes|
|Integration with MailChimp||No||No||Yes|
Insightly has 5 plans ranging from $0 to $99 per month when paid annually. All plans give businesses the ability to organize projects, create teams for these projects, assign tasks to different teams, and track the project’s progress until its completion. However, the Free plan is limited to only two users, so you may need to upgrade it as your business starts to grow.
Best Pricing Option for Small Business Owners
Small business owners will benefit the most from the Basic plan. The Free plan may have all the features you will ever need for your small business, but the user limitation is a big deal beaker. The Free plan works best for single proprietorships and family-run business, but once your business has grown to the point where you need to assign tasks and delegate authority over certain aspects of the business to your employees, 2 users is probably not enough.