Insightly is a marketing automation and customer relationship management (CRM) platform that integrates with Gmail, Mailchimp, and Office 365, and more. It enables users to monitor sales pipelines and manage contacts among others. Its CRM function costs anywhere from $0 to over $129 per month, and it is best for small to midsize enterprises (SMEs).
Insightly Pros and Cons
Simple and easy to use
Lack of essential features for base plans
Useful mobile application
Customer support team isn’t helpful
Who Insightly is Best For
- SMEs – Its platform allows users to start with its core features and integrations, and then later upgrade to more advanced plans as their customer base grows.
- Businesses under a wide range of industries – Its robust features are designed for a variety of industries, suchlike consulting, retail, education, construction, and more.
The Insightly pricing guide for its CRM product shows four plans: Free, Plus, Professional, and Enterprise ($0 to $129/user/month). The main differences between them are the amount of allotted file storage and access to premium features, suchlike permission control. It also offers Support and Service plans for Professional and Enterprise users (starts at $1,500/year).
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*Annual plans are paid in full at the beginning of the billing cycle.
Its Free plan, which is offered to accounts with a maximum of two users, includes standard dashboards, custom page layouts, integrations with QuickBooks Online and Xero, and access to its mobile application and Help Center. It also provides two custom fields per record type, five email templates, 10 daily mass emails, 10 custom reports, 200 MB of data storage, and more.
Plus offers access to all Free plan features and integrations. Its premium inclusions include email support, custom branding, up to 100,000 records, 50 custom fields, 100 email templates, 2,500 daily mass emails, 10 GB of data storage, and more. There is no limit to the allowed number of purchased users when subscribed to this plan.
Insightly’s Professional plan, on the other hand, includes all Plus plan features and integrations, as well as access to more advanced features, such as workflow automation, email scheduling, custom dashboards, layout assignments, lead assignment rules, and field dependencies. It also features up to 250,000 records, 100 GB of data storage, an unlimited number of email templates, and more.
The Enterprise plan features all of Insightly’s integrations and capabilities, including unlimited records, custom dashboards, and data storage, as well as permission control, calculated fields, products, price books, and quotes, 20 custom apps, 200 custom objects, 10,000 daily mass emails, and 250 smart alerts or scheduled reports.
B2B businesses that need a customizable, robust, and competitively priced CRM with built-in phone
Small businesses that want a CRM with enterprise-class sales and support features
Businesses that want a free, no-frills CRM with basic features and unlimited users
Teams that want a user-friendly and visual pipeline to manage sales
Organizations seeking free lead & management software with integrated reporting
Businesses looking for a robust CRM with a top-notch mobile app
Insightly’s web and mobile applications feature a wide range of capabilities that allows users to manage customer relationships, projects, deals, and leads. Here are Insightly’s most essential features.
It allows users to manage and track leads, qualify prospects, automatically detect lead duplicates, capture new leads on webpages, and filter out spam. It also has a drag-and-drop kanban view that enables the visualization of how deals move along the stages.
Insightly provides an integrated phone dialer with a call logging feature that enables users to receive and place calls with click-to-call. It also automatically records and logs every call. Additionally, its automatic call analysis and reporting features track phone call length and frequency. It also helps users report and filter call logs.
Customer Relationship Management
It displays every contact’s and organization’s data, including communications, linked items, activities, and history. Users may also better understand and map complex customer relationships through its flexible record linking capabilities. To help build stronger engagements and relationships with its customers, Insightly also allows the syncing of calendar events and tracking of assigned tasks.
Its complete set of project delivery features enables users to track projects, including all correspondence, milestones, and activities. Users may also create templates of event sets and tasks to easily apply them to projects. To keep track of all activities and information, all data—from leads to opportunities to projects—are preserved at every step.
Which CRM Software Provider is Right for You?
Most Helpful Insightly Reviews
Users who gave positive Insightly reviews said that it is user-friendly, allowing them to easily manage and organize their projects and customer information. Others like that it has a robust mobile application that enables them to access the platform anytime and anywhere. Meanwhile, there are very few negative Insightly reviews online, though some mentioned that its customer support team isn’t helpful, while some said that its base plans should have more essential features.
Easy to use, has impressive project management features
“It is a great tool and platform to start with the projects, and then follow them from the beginning to the end of each one. Also, within a company, you can see the follow-up of each employee’s tasks and also communicate with each person involved in the project. It is very easy and intuitive to use Insightly. I would recommend it for small companies where they want to see the progress of each person’s tasks.”
— Thomas Richard
Dashboard feature on base plans lacks essential capabilities
“Since I have the lower-end paid version (Plus, Annual Plan), the Dashboard feature is useless. I can’t edit, adjust, or change what I see there. The numbers don’t help at all, and I must upgrade to the next level to use that feature.”
— Rob Jager, M.B.A.
Insightly Frequently Asked Questions (FAQs)
What type of payment does Insightly accept?
Insightly accepts payment made through credit cards. Those interested may contact its sales team to request information regarding its available plans and billing options.
What are the inclusions of Insightly’s Support and Service plans?
Insightly’s Support and Service plans include phone support, guidance, workshops, account review, and training.
Does Insightly charge separate charges for its telephony features?
Yes, it does. Though its telephony solution is fully-integrated to its CRM platform, users are required to pay an additional fee of $35 per user per month, billed annually.
Our Top CRM Software Picks
If you aren’t sure if Insightly is right for you, this article on The 10 Best CRMs for Small Business is a review of our top choices. Our team looked at a variety of solutions and narrowed down our recommendations based on price, features, and customer support.