Insightly , Inc.

Insightly CRM

Composite Score

7.8 /10

CX Score

7.9 /10

58 Reviews Write a Review

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What is Insightly CRM?

We designed Insightly as a simple to use yet powerful CRM system for small business. 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

Latest Award, 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

Esther Maria P.

Role: Operations
Industry: Technology
Involvement: End User of Application

Validated Review

Verified Reviewer

Submitted Jan 2021

A fantastic performance product.

Likeliness to Recommend

8 /10

What differentiates Insightly CRM from other similar products?

It is used in our sales department, the role it has played in it has been quite good, especially we have gained speed when it comes to contacting our clients and we have also managed to streamline our outbound and inbound marketing campaigns.

What is your favorite aspect of this product?

Among the great advantages of this product is its great capacity to assign tasks easily and without so many complications, and its verification is carried out in a practical and intuitive way. allows us to easily follow up on our new contacts. His reports are also very good, they are adapted to the needs that prevail in our department.

What do you dislike most about this product?

It has some bugs which are not so big that they bother the user experience a bit, such as, for example, that it is not possible to track the quotes based on the budget or objective of the same. also the workflow for assigning tasks leaves much to be desired and in my opinion it is not up to the standard of the rest of the software.

What recommendations would you give to someone considering this product?

It is a highly recommended product which can be perfectly adapted to a department and even a complete sales section if it is not large, however when the size begins to be considerable, the product tends to incur small errors due to the high number of homework.

Pros

Helps Innovate
Reliable
Acts with Integrity
Includes Product Enhancements

Stella O.

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

Validated Review

Verified Reviewer

Submitted Nov 2020

Excellent CRM tool that covers needs to help grow

Likeliness to Recommend

9 /10

What differentiates Insightly CRM from other similar products?

Insightly has been a most profitable tool on the market for CRM. It offers me a platform with a very easy to use and intuitive interface to thus obtain a better relationship with clients and potential clients. It is much easier to integrate with other platforms.

What is your favorite aspect of this product?

This platform optimizes my sales activities in a much simpler way and I can also deliver great content to my clients in a personalized way, thus improving the relationship and increasing the compression. I love that I can integrate a storage tool like Outlook where I can save a backup of my data or also be able to integrate Oracle as a database.

What do you dislike most about this product?

You can have security problems when hosting the data within a public or third-party cloud, this makes you lose a bit of quality standards when looking for a reliable product. This would be my biggest problem with this platform, otherwise everything goes on the fly.

What recommendations would you give to someone considering this product?

When campaigns are being carried out, it provides updates in real time, being able to track the general performance instantly, being aware of the events that happen. This platform can be a key tool when making business decisions through key performance indicators.

Pros

Helps Innovate
Reliable
Enables Productivity
Trustworthy

Role: C-Level
Industry: Media
Involvement: End User of Application

Validated Review

Anonymous Reviewer

Submitted Oct 2020

Great Basic CRM

Likeliness to Recommend

6 /10

Pros

Reliable
Performance Enhancing
Enables Productivity
Security Protects

Cons

Commodity Features

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

Esther Maria P.

A fantastic performance product.

Likeliness to Recommend

Pros

Stella O.

Excellent CRM tool that covers needs to help grow

Likeliness to Recommend

Pros

Great Basic CRM

Likeliness to Recommend

Pros

Cons

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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