Insightly CRM Logo
Insightly CRM Logo
Insightly , Inc.

Insightly CRM

Composite Score
7.5 /10
CX Score
7.6 /10
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Insightly CRM
7.5 /10

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.

Company Details

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Awards & Recognition

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

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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

86

Collaboration

86

Analytics and Reporting

85

Marketing Management

85

Activity and Workflow Management

85

Lead Management

85

Account and Contact Management

84

Quote Contract and Proposal

82

Customer Service Management

81

Mobile

81

Telephony and Call Center Management

79

Vendor Capability Ratings

Average 83

Ease of Data Integration

87

Ease of Customization

86

Quality of Features

85

Ease of Implementation

85

Business Value Created

84

Breadth of Features

84

Product Strategy and Rate of Improvement

84

Ease of IT Administration

83

Usability and Intuitiveness

82

Availability and Quality of Training

80

Vendor Support

77

Insightly CRM Reviews

Douglas M.

  • Role: Industry Specific Role
  • Industry: Other
  • Involvement: Business Leader or Manager
Validated Review
Verified Reviewer

Submitted Aug 2021

Customer contact organization platform

Likeliness to Recommend

9 /10

What differentiates Insightly CRM from other similar products?

I have no experience from similar products in my working experience.

What is your favorite aspect of this product?

It is very powerful in organizing clients data and enabling sales team to reach the targeted group of customers. Potential customers can easily engage with our marketing teams through chatting and direct calls. The user interface has great features for enabling customers to make their preferred choices of goods and services.

What do you dislike most about this product?

I have not been faced b y any challenge from the operation of this great platform.

What recommendations would you give to someone considering this product?

I totally recommend this platform to any company for better customer engagement.

Pros

  • Reliable
  • Saves Time
  • Includes Product Enhancements
  • Friendly Negotiation

Vinay P.

  • Role: Sales Marketing
  • Industry: Consulting
  • Involvement: End User of Application
Validated Review
Verified Reviewer

Submitted Aug 2021

Amazing CRM for

Likeliness to Recommend

10 /10

What differentiates Insightly CRM from other similar products?

As a result of my position, I am not able to solve any difficulties within CRM. Insightly is a project management application that I use on a daily basis. When it comes to budgeting, my company's account managers have noted that since utilizing Insightly, they are able to focus on more specifics than they were able to with our prior CRM software. As a result of the pandemic, it has proven to be one of the most effective tools for my business. It's a great way to keep track of your consumers and connect with them.

What is your favorite aspect of this product?

A fantastic innovation, indeed! Our sales skyrocketed as a result. The company's customer service is outstanding. It's a great tool for building and maintaining connections with clients. As a result, we are able to provide better advice by involving stakeholders and have greater learning experiences as a result of this technology. A user-friendly layout with numerous options for navigating to the many functions is available on the site. It's most effective for Google's brains. If we're traveling, we'll utilize the Insightly mobile app, which is typically compatible with iOS. You may also upload meeting recordings!

What do you dislike most about this product?

There is no aesthetic appeal to the project layout, unlike comparable project management platforms such as Trello. Additionally, I wish the design was more current. Syncing your email account (we use Gsuite) with Insightly is possible, however, we decided against it because the email address it syncs to doesn't seem very professional.

What recommendations would you give to someone considering this product?

Despite the fact that Insightly CRM is one of the best products in its category, it may not be the best choice for small businesses due to its high price and limited features. It is possible to place small, medium, and big enterprises in an acceptable opinion within the digital market using the powerful reporting and analytical engine of this platform While observing the effectiveness of the campaigns, which indicate what works and what doesn't, the knowledge, advertising, and campaigns may accomplish their goals.

Pros

  • Continually Improving Product
  • Performance Enhancing
  • Enables Productivity
  • Unique Features

Daniel T.

  • Role: Industry Specific Role
  • Industry: Other
  • Involvement: Business Leader or Manager
Validated Review
Verified Reviewer

Submitted Aug 2021

Fantastic customer engagement platform of all time

Likeliness to Recommend

9 /10

What differentiates Insightly CRM from other similar products?

Insightly is wee maintained platform for customer relationship management as compared to similar products.

What is your favorite aspect of this product?

It has wee developed user interface that is very reliable. Our marketing and sales team can easily chat and engage our customers from various locations at the same time. Our customers have a chance to receive regular updates.

What do you dislike most about this product?

This is mazing tool that is always performing effectively.

What recommendations would you give to someone considering this product?

Insightly is great and very powerful platform that can easily lead to faster business growth.

Pros

  • Helps Innovate
  • Inspires Innovation
  • Caring
  • Fair

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