Insightly , Inc.

Insightly CRM

Composite Score

7.5 /10

CX Score

7.6 /10

58 Reviews Write a Review

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What is Insightly CRM?

Scale your business with the powerful and affordable CRM built for fast-growing companies like yours. With integrations to Google Apps, Office 365, MailChimp, and major social media sites; great mobile apps for tablets and smart phones; and easy access to a REST API for custom integration, Insightly is the leading small business CRM.

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Awards & Recognition

Insightly CRM won the following awards in the Customer Relationship Management - Small Business category

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6 Top Rated Capabilities

5 Top Rated Features

2024

4 Top Rated Capabilities

4 Top Rated Features

2023

Insightly CRM Ratings

Real user data aggregated to summarize the product performance and customer experience.
Download the entire Product Scorecard to access more information on Insightly CRM.

Product scores listed below represent current data. This may be different from data contained in reports and awards, which express data as of their publication date.

85 Likeliness to Recommend

90 Plan to Renew

83 Satisfaction of Cost Relative to Value

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Emotional Footprint Overview

Product scores listed below represent current data. This may be different from data contained in reports and awards, which express data as of their publication date.

+89 Net Emotional Footprint

The emotional sentiment held by end users of the software based on their experience with the vendor. Responses are captured on an eight-point scale.

How much do users love Insightly CRM?

3% Negative

1% Neutral

96% Positive

Pros

Fair
Enables Productivity
Friendly Negotiation
Respectful

Feature Ratings

Average 85

Sales Management

Collaboration

Analytics and Reporting

Marketing Management

Activity and Workflow Management

Lead Management

Account and Contact Management

Quote Contract and Proposal

Customer Service Management

Mobile

Telephony and Call Center Management

Vendor Capability Ratings

Average 83

Ease of Data Integration

Ease of Customization

Quality of Features

Ease of Implementation

Business Value Created

Breadth of Features

Product Strategy and Rate of Improvement

Ease of IT Administration

Usability and Intuitiveness

Availability and Quality of Training

Vendor Support

Insightly CRM Reviews

Tiffany W.

Role: Industry Specific Role
Industry: Entertainment
Involvement: Business Leader or Manager

Validated Review

Verified Reviewer

Submitted Aug 2021

Excellent Platform

Likeliness to Recommend

10 /10

What differentiates Insightly CRM from other similar products?

I have no experience from similar products as Insightly.

What is your favorite aspect of this product?

It gives us insights on how customers are fairing with our products and services. Customers who want to raise concerns have direct connection with our customer relations team that addresses their problems and needs. Attending to our clients on time has been an added advantage of this product enabling our customers to build more trust on our services.

What do you dislike most about this product?

Insightly has been working effectively since we deployed it in our company.

What recommendations would you give to someone considering this product?

We have improved our relations with our customers and many have build more trust on our teams.

Pros

Continually Improving Product
Trustworthy
Unique Features
Efficient Service

pavan c.

Role: Sales Marketing
Industry: Electronics
Involvement: End User of Application

Validated Review

Verified Reviewer

Submitted Jul 2021

Best in CRM with all functionality.

Likeliness to Recommend

9 /10

What differentiates Insightly CRM from other similar products?

Through this we can grow our business very faster provide us long lasting relationship with our customer. Insightly is itself a very reliable tool which allows the user to gain the most of the advantage with its easy to use features and efficient tools. It is super responsive when dealing with the customer. It reach to our customer at right time with the right message to build our personalized brand experiences. It tracks the most relevant lead information, including a rich activity timeline of marketing campaign source, emails, meetings, tasks etc. It is very much innovative and creative tool which very useful to us in nowadays.

What is your favorite aspect of this product?

Being a best marketing and management and all this possible with insightly which very useful like through this we can send email alert, create or update records, generate tasks for other when opportunities are won. By few click we can create and send emails with insightly and also we can send bulk emails to a list of contacts or leads with ease. It also notify us when emails are opened and it is powerfull and easy to use for everyone. provide us best leads which really want to do business with us that type of customer provided in leads. In this there is no chance of getting lost or damaged of data give us great privacy and security.

What do you dislike most about this product?

In this nothing much but they can improve there graphical function in future updates other than no issue we get.

What recommendations would you give to someone considering this product?

If you want to managed your time easily in just minutes it can possible by this. It will help you to track progress when passing off to other team members, too. In sense insightly bring all of the record keeping together and puts in one simple platform which very helpful to you. It provide you best lead which you can deal easily. By this you can manage all your work very easy and save much time it will feels you like no workload. It will provide you all notification of your work in advance so you wil be well prepared. So it is much usefull and helpful for everyone in business use so we will say everyone should prefer.

Pros

Helps Innovate
Continually Improving Product
Enables Productivity
Unique Features

Gina C.

Role: Sales Marketing
Industry: Healthcare
Involvement: Initial Implementation

Validated Review

Verified Reviewer

Submitted Jun 2021

Flexible cloud-based CRM solution

Likeliness to Recommend

10 /10

What differentiates Insightly CRM from other similar products?

Real-time micro view of the business activities. Easy to customize features, invite new users and secure data.

What is your favorite aspect of this product?

Insightly comments, evernotes and the automatic address book

What do you dislike most about this product?

It takes time to study the system and master how to use it

What recommendations would you give to someone considering this product?

Insightly offers the best CRM practices and the ability to organize customers, vendors, suppliers and partners in a meaningful manner

Pros

Helps Innovate
Continually Improving Product
Reliable
Performance Enhancing

Insightly CRM

What is Insightly CRM?

Company Details

Book a Free Demo Today!

Awards & Recognition

Insightly CRM Ratings

85 Likeliness to Recommend

90 Plan to Renew

83 Satisfaction of Cost Relative to Value

Emotional Footprint Overview

+89 Net Emotional Footprint

How much do users love Insightly CRM?

Pros

Feature Ratings Average rating of all product features, some of which may not be shown below

Sales Management Lead gen, pipeline management, team & geography-based assignment. Compensation & contract management. Ability to pull customer data from the social cloud.

Collaboration Includes ability to view, share and direct work between co-workers in real or near real-time.

Analytics and Reporting Includes historical & real-time dashboard visualizations, detailed & summary reporting and easy data extraction for data analysis.

Marketing Management Multi-channel campaign management and analytics, budget tracking, click-to-lead capabilities, and social property management, keyword mining, and analytics.

Activity and Workflow Management Text or code-based and visual workflow designers.

Lead Management Track and optimize prospective customers through lead generation, customer inquiry and capture, filtering, grading distribution, and contact/lead nurturing.

Account and Contact Management Customizable records with customer demographic information, account history, and billing information.

Quote Contract and Proposal Includes web portals, quoting capabilities, order tracking and fulfillment, and rapid deployment templates for e-commerce sites.

Customer Service Management Includes case and ticket management, automatic escalation rules, advanced resolution tools, multi-channel integration, and in-band response capabilities.

Mobile Ability to support multiple devices, OSes and platforms using mobile optimized, HTML-based web access and/or native applications.

Telephony and Call Center Management Computer-telephony integration for bringing call info into the CRM suite. Advanced call recording, scripting, queuing, and Interactive Voice Response (IVR).

Vendor Capability Ratings Average rating of all vendor capabilities, some of which may not be shown below

Ease of Data Integration Use this data to determine whether the product will cause headaches or make data integration easy.

Ease of Customization Don't get bogged down in a difficult customization; use this data to make sure you can easily achieve the functionality you need for your particular situation.

Quality of Features Feature quality is just as important as quantity. Use this data to determine if this product will do what you're purchasing it to do, easily, intuitively, reliably, and effectively.

Ease of Implementation Successfully implementing new software is necessary to realize its full value and promote end user adoption. This data indicates whether or not the product is easy to implement.

Business Value Created Software needs to create value for employees, customers, partners, and, ultimately, shareholders. This data expresses user satisfaction - or lack thereof - with the product's business value.

Breadth of Features Users prefer feature rich software that enables them to perform diverse series of tasks. This data expresses user satisfaction with the product's breadth of features.

Product Strategy and Rate of Improvement Vendors who don't stay on top of emerging needs and trends won't enable you to meet your business goals. Use this data to separate innovators from imposters.

Ease of IT Administration This data indicates whether IT personnel will be able to resolve issues and perform configurations efficiently and effectively.

Usability and Intuitiveness End user learning curves cost the organization money. Pay attention to your end users' technical ability to determine how important UX is in your purchase.

Availability and Quality of Training Effective and readily available training enables users to get the most out of the software you've chosen. Use this section to make sure your vendor's training programs and materials measure up.

Vendor Support The importance of vendor support will vary for each organization depending on internal capabilities, but there will always be issues that only the vendor can resolve.

Insightly CRM Reviews

Tiffany W.

Excellent Platform

Likeliness to Recommend

Pros

pavan c.

Best in CRM with all functionality.

Likeliness to Recommend

Pros

Gina C.

Flexible cloud-based CRM solution

Likeliness to Recommend

Pros

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Feature Ratings

Sales Management

Collaboration

Analytics and Reporting

Marketing Management

Activity and Workflow Management

Lead Management

Account and Contact Management

Quote Contract and Proposal

Customer Service Management

Mobile

Telephony and Call Center Management

Vendor Capability Ratings

Ease of Data Integration

Ease of Customization

Quality of Features

Ease of Implementation

Business Value Created

Breadth of Features

Product Strategy and Rate of Improvement

Ease of IT Administration

Usability and Intuitiveness

Availability and Quality of Training

Vendor Support