What Is Insightly?

With more than 1.5 million users across all industries, Insightly is a leading CRM software with native integrations to Gmail, Office 365, MailChimp, and other popular applications. Use Insightly to manage customer data, leads, and projects at every stage of customer relationships, monitor sales pipeline, and measure performance against your sales and business goals.

Who Uses Insightly?

Organizations in any industry looking for an easy to use yet powerful CRM with project management and delivery. Track everything from sales prospects to delivered projects in the same platform.

Insightly Details

Insightly

Founded in 2010

Insightly Details

Insightly

Founded in 2010

Insightly videos and images

Insightly video
Insightly Software - Key Metrics Dashboards - thumbnail
Insightly Software - 2 - thumbnail
Insightly Software - Manage relationships - thumbnail
Insightly Software - 4 - thumbnail
Insightly Software - Mobile flexibility - thumbnail

Compare Insightly pricing with similar products

Starting price

USD 29.00/month
N/A
USD 12.50/month
USD 50.00/month

Free Version

Free Version Yes
Free Version No
Free Version No
Free Version Yes

Free Trial

Free Trial Yes
Free Trial Yes
Free Trial Yes
Free Trial Yes

Insightly deployment and support

Support

  • Email/Help Desk
  • FAQs/Forum
  • Knowledge Base
  • Chat

Deployment

  • Cloud, SaaS, Web-based
  • Mac (Desktop)
  • Windows (Desktop)
  • Android (Mobile)
  • iPhone (Mobile)
  • iPad (Mobile)

Training

  • Live Online
  • Webinars
  • Documentation
  • Videos

Features of Insightly

  • API
  • Activity Dashboard
  • Activity Management
  • Activity Tracking
  • Alerts/Notifications
  • CRM
  • Calendar Management
  • Calendar Sync
  • Calendar/Reminder System
  • Campaign Management
  • Contact Database
  • Contact Management
  • Customer Database
  • Customizable Fields
  • Customizable Reports
  • Customizable Templates
  • Data Import/Export
  • Document Storage
  • Drag & Drop
  • Email Management
  • Email Marketing
  • Email Templates
  • Forecasting
  • Interaction Tracking
  • Internal Chat Integration
  • Lead Capture
  • Lead Generation
  • Lead Management
  • Lead Qualification
  • Marketing Automation
  • Mobile Access
  • Opportunity Management
  • Pipeline Management
  • Projections
  • Quotes/Estimates
  • Referral Tracking
  • Reminders
  • Reporting & Statistics
  • Reporting/Analytics
  • Sales Forecasting
  • Sales Pipeline Management
  • Sales Reports
  • Sales Trend Analysis
  • Segmentation
  • Social Media Integration
  • Task Management
  • Territory Management
  • Third Party Integrations
  • Workflow Management

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  • API
  • Activity Dashboard
  • Activity Tracking
  • Alerts/Notifications
  • Calendar Management
  • Calendar Sync
  • Campaign Management
  • Contact Database
  • Contact Management
  • Customizable Fields
  • Customizable Reports
  • Customizable Templates
  • Data Import/Export
  • Document Management
  • Drag & Drop
  • Email Management
  • Email Marketing
  • Email Templates
  • For Mac Devices
  • Forecasting
  • Interaction Tracking
  • Landing Pages/Web Forms
  • Lead Management
  • Lead Qualification
  • Marketing Automation
  • Mobile Access
  • Opportunity Management
  • Quotes/Estimates
  • Referral Tracking
  • Reminders
  • Reporting & Statistics
  • Reporting/Analytics
  • Sales Forecasting
  • Sales Pipeline Management
  • Sales Reports
  • Sales Trend Analysis
  • Segmentation
  • Social Media Integration
  • Task Management
  • Territory Management
  • Third-Party Integration
  • Workflow Management

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  • Campaign Management
  • Collaboration Tools
  • Contact Database
  • Contact Management
  • Customer Database
  • Customizable Fields
  • Customizable Reports
  • Customizable Templates
  • Data Import/Export
  • Data Synchronization
  • Document Storage
  • Drag & Drop
  • Email Management
  • Email Marketing
  • Email Templates
  • Email Tracking
  • Interaction Tracking
  • Lead Capture
  • Lead Distribution
  • Lead Management
  • Lead Nurturing
  • Opportunity Management
  • Pipeline Management
  • Pipeline Reports
  • Prospecting Tools
  • Reminders
  • Reporting & Statistics
  • Role-Based Permissions
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  • Shared Contacts
  • Social Media Integration
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  • Template Management
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  • Customizable Fields
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  • Monitoring
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  • Pipeline Reports
  • Prospecting Tools
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  • Real Time Notifications
  • Reminders
  • Reporting & Statistics
  • Sales Forecasting
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  • Activity Dashboard
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  • Customer Database
  • Customer Service Analytics
  • Customer Support
  • Customer Surveys
  • Customizable Fields
  • Customizable Templates
  • Data Import/Export
  • Document Storage
  • Drag & Drop
  • Email Management
  • Email Marketing
  • Email Response Control
  • Email Templates
  • Email Tracking
  • FAQ
  • Forecasting
  • Interaction Tracking
  • Knowledge Management
  • Lead Capture
  • Lead Management
  • Live Chat
  • Opportunity Management
  • Performance Metrics
  • Pipeline Management
  • Reminders
  • Reporting & Statistics
  • Request Escalation
  • Routing
  • Sales Forecasting
  • Sales Reports
  • Sales Trend Analysis
  • Search/Filter
  • Self Service Portal
  • Social Media Integration
  • Task Management
  • Third Party Integrations
  • Web-based Deployment
  • Workflow Management
  • XML / RSS

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  • Contact Database
  • Contact Management
  • Contract/License Management
  • Customer Database
  • Customer Segmentation
  • Customizable Fields
  • Customizable Reports
  • Customizable Templates
  • Data Import/Export
  • Document Storage
  • Drag & Drop
  • Email Management
  • Email Marketing
  • Email Templates
  • Email Tracking
  • Field Sales Management
  • Forecasting
  • Lead Capture
  • Lead Generation
  • Lead Management
  • Lead Qualification
  • Opportunity Management
  • Performance Metrics
  • Pipeline Management
  • Pipeline Reports
  • Proposal Generation
  • Real Time Data
  • Real Time Reporting
  • Referral Tracking
  • Reminders
  • Reporting & Statistics
  • Sales Activity Management
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  • CRM
  • Collaboration Tools
  • Competitive Analysis
  • Contact Database
  • Contact Management
  • Correlation Analysis
  • Customizable Fields
  • Customizable Reports
  • Customizable Templates
  • Dashboard
  • Dashboard Creation
  • Data Import/Export
  • Data Visualization
  • Drag & Drop
  • Dynamic Modeling
  • Email Management
  • Exception Reporting
  • Forecasting
  • Graphical Data Presentation
  • Lead Capture
  • Lead Management
  • Lead Qualification
  • Modeling & Simulation
  • Multi-Currency
  • Opportunity Management
  • Performance Metrics
  • Pipeline Management
  • Pipeline Reports
  • Predictive Analytics
  • Real Time Analytics
  • Real Time Data
  • Real Time Reporting
  • Reporting & Statistics
  • Role-Based Permissions
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  • Statistical Analysis
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  • Collaboration Tools
  • Commenting/Notes
  • Commission Management
  • Customisable Branding
  • Customizable Reports
  • Data Import/Export
  • Document Management
  • Electronic Signature
  • Email Management
  • Email Templates
  • Event Triggered Actions
  • File Sharing
  • Goal Setting / Tracking
  • Interaction Tracking
  • Kanban Board
  • Lead Management
  • Lead Scoring
  • Leaderboards
  • Live Chat
  • Mobile Access
  • Mobile App
  • Process/Workflow Automation
  • Product Catalog
  • Prospecting Tools
  • Reminders
  • Reporting/Analytics
  • Revenue Management
  • Sales Pipeline Management
  • Search/Filter
  • Task Management
  • Territory Management
  • Third Party Integrations
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  • Collaboration Tools
  • Communication Management
  • Configurable Workflow
  • Contact Database
  • Contact Management
  • Content Management
  • Customer Database
  • Customer Engagement
  • Customer Social Profiles
  • Customer Support
  • Customizable Fields
  • Customizable Reports
  • Customizable Templates
  • Data Import/Export
  • Data Visualization
  • Drag & Drop
  • Email Marketing
  • Email Templates
  • Email Tracking
  • Engagement Tracking
  • Lead Capture
  • Lead Nurturing
  • Live Chat
  • Marketing Automation
  • Mobile Access
  • Monitoring
  • Multi-Channel Social Integration
  • Reminders
  • Reporting & Statistics
  • Reporting/Analytics
  • Sales Pipeline Management
  • Search/Filter
  • Sentiment Analysis
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  • Create Subtasks
  • Deadline Management
  • Document Management
  • Document Storage
  • Drag & Drop
  • Email Management
  • Email-to-Task Conversion
  • File Management
  • Gamification
  • Gantt/Timeline View
  • Import Tasks
  • Mobile Access
  • Parent Task
  • Percent-Complete Tracking
  • Prioritization
  • Progress Tracking
  • Project Planning
  • Project Templates
  • Project Time Tracking
  • Project Tracking
  • Project Workflow
  • Projections
  • Real Time Notifications
  • Real-time Updates
  • Recurring Tasks
  • Reporting & Statistics
  • Reporting/Analytics
  • Search/Filter
  • Spreadsheet View
  • Status Tracking
  • Task Board View
  • Task Editing/Updating
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View full list of Task Management Software

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Reviews of Insightly

Read all 496 reviews

Average score

Overall
3.9
Ease of Use
3.9
Customer Service
3.7
Features
3.8
Value for Money
3.9

Reviews by company size (employees)

  • <50
  • 51-200
  • 201-1,000
  • >1,001
Susan A.
Susan A.
Sr. Manager-Business Operations in US
Verified LinkedIn User
Information Technology & Services, 10,000+ Employees
Used the Software for: 1+ year
Reviewer Source

A reliable and completely user-friendly tool with immense productivity.

5 2 years ago

Comments: Insightly CRM offers a wide range of services for our business to improve our customer services and have provided us with benefits to enhance our marketplace. It has allowed us to successfully engage our working relationships with the clients in a more reliable way. I have also been performing project management tasks with this tool.

Pros:

Insightly CRM 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. We can also easily integrate it with other tools to improve the overall productivity. It's super responsive when dealing with the customers. We can easily maintain our sales cycles and ongoing customer service to provide extra care for the clients. The user-interface is also quite easy and manageable than other such tools.

Cons:

Chrome extensions are bit of a clunky addition which further complicated the working procedure so mostly avoid it. The other tools integration is right on point but the social media integration misses few of the parts and continues to be a wastage of time for us. In the end, it proves to be much effected on our overall work and improves the efficiency of our work routine.

Insightly Response

2 years ago

Hi Susan, Thank you for the feedback. The Chrome Extension you're talking about is actually sunset. Try the new Add-On. :)

Joshua K.
Joshua K.
Owner in US
Verified LinkedIn User
Utilities, 2-10 Employees
Used the Software for: Free Trial
Reviewer Source

Brings all record-keeping together

4 2 years ago

Comments: We have only been using Insightly for a couple of weeks, but overall I've liked it a lot. Prior to using Insightly, we were manually note-taking in Word documents for each client. Each time that a lead was converted, we then had to go and update everything. Now that we are able to integrate all of our notes, contacts, emails, etc. into one system, the workload has drastically lightened.

Pros:

The thing that I like most about Insightly is that it allows me to document everything from start to finish with each customer. For example, if I send an email to a lead/customer, all I have to do is add that as an attachment in Insightly and I can go back at any time and see anything that was linked with that particular person. This helps track progress when passing off to other team members, too. In a sense, Insightly brings all of the "record-keeping" together and puts in one simple platform.

Cons:

The project management function is pretty basic. Unlike a couple other CRM software that I've tested, Insightly does not offer many of the graphical views that the others do. Being someone who has an easier time seeing data in the visual realm, this was a feature that I wished Insightly would add.

Insightly Response

2 years ago

Hi Joshua! Thanks so much for your kind words. We work hard to make Insightly a preferred CRM for businesses like yours, and are thrilled you're making the most out of our platform. Thank you for being our valued customer. We look forward to helping you and your team reach new heights!

Tarek B.
Tarek B.
CEO in Canada
Verified LinkedIn User
Management Consulting, 11-50 Employees
Used the Software for: 2+ years
Reviewer Source

Insightly : a good option to start with cloud based CRMs for Small businesses

4 2 months ago New

Comments: Insightly helps entrepreneurs and small businesses like most of our clients to get to the digital space and excel in no time. As a Technology expert, I highly recommend it to entrepreneurs beginning with tech and online platforms for their business.

Pros:

Insightly Helps small and mid business manage their leads and projects online, through a fully fledged cloud based tool that provides an abundance of smart features, including customer insights from internet sources, and structured project/opportunity management platform.

Cons:

It is probably requiring some advanced knowledge from our end, but integrating Insightly with e-mail services, social media and other 3rd parties seemed to be complex. We've been using Insightly in its early times, and I'm sure that things went better afterwards with the continuous improvements by Insightly amazing teams.

Iain M.
Iain M.
COO and Technical Director in UK
Verified LinkedIn User
Management Consulting, 51-200 Employees
Used the Software for: 2+ years
Reviewer Source
Source: GetApp

Long time user verging toward long-suffering user

3 5 years ago

Comments: This is a product I wanted to like so much. We have been using Insightly for many years. We were attracted to it because it combined CRM and Project Management. Over the years they have improved the CRM aspect, but have left PM virtually untouched. Their support is haphazard and they often introduce new *features* which cause problems - like the day Google Contact Sync stopped working, or the day Google Contact Sync started duplicating contacts in Google etc. Because we signed up so long ago, we have an excellent pricing model. If we were paying more I would be really dissatisfied. Oh and they are just appalling at sharing their product roadmap. It's like driving a manual shift car as the mechanic is fitting new gears as you speed up.

Pros:

Great CRM and Pipeline Management out the box! Contact Syncing for Google is great - despite minor issues. Good simple project lists. Links nicely to Mailchimp and Xero.

Cons:

Very very poor project management. You will need to use other packages for almost anything. No resource management. No Gantt charts. No visibility. Email integration is rudimentary. Task integration is non-existent. No Office 365 contact synchronisation.

Insightly Response

5 years ago

Thanks for the feedback. I'll pass this on to our product team because all feedback helps us improve. With regards to exposing our product road map -- it's common that privately held companies do not make their product road map public. If you have specific questions on features please send an email to [email protected] and we can let you know if they are on the roadmap. Thanks.

Verified Reviewer
Full Time Translator in Algeria
Verified LinkedIn User
Publishing, 11-50 Employees
Used the Software for: 1-5 months
Reviewer Source

It helped us to take a big picture of what's going on

4 2 months ago New

Comments: The dashboard is great, neat and organized. The UX is modern and good-looking. And it's a pleasure to fire the app every time i need to work on something.

Pros:

The free plan. With it we managed to educate our clients on the software at no cost on us. Then they upgrade their accounts.

Cons:

It doesn't integrate with Google analytics, doesn't offer online forms or enable creating landing pages and all that is extremely important at the media startups and companies.