Insightly is a unified customer relationship management (CRM) solution for sales, marketing, and delivery that integrates with Gmail, Mailchimp, 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 & Cons
Simple and easy to use
Lack of essential features for the base plan
Useful mobile application
Few automation capabilities
Who Insightly Is Best For
- Growing SMEs: Insightly users have an option to start with core sales and project management features and integrations and later upgrade to more advanced plans as their businesses grow.
- Businesses covering a wide range of industries: Insightly’s workflow automation and customization capabilities are designed for businesses across all industries, including, but not limited to, manufacturing, professional services, retail, education, construction, and media and communications.
The Insightly pricing guide for its CRM includes four plans: Free, Plus, Professional, and Enterprise ($0 to $129/user/month). The main differences between the plans are the amount of allotted file storage and access to premium features, such as permission control. It also offers Support and Service plans for Professional and Enterprise users (starts at $1,500/year).
Maximum of 2
Lead Assignment and Routing
Complete Workflow Automation
You may refer to the complete pricing information here.
Its Free plan, which is offered to accounts with a maximum of two users, includes standard dashboards, custom page layouts, and integrations with QuickBooks Online and Xero. You also get access to its mobile application and help center. It provides two custom fields per record type, five email templates, 10 daily mass emails, 10 custom reports, and 200MB of data storage.
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, 10GB 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, 100GB 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.
Insightly’s web and mobile applications feature a wide range of capabilities that allows you to manage customer relationships, projects, deals, and leads. Here are Insightly’s most essential features:
Customer Relationship Management
It displays every contact’s and organization’s data, including communications, linked items, activities, and history. You 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 syncing calendar events and tracking assigned tasks.
It allows you 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 you 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 you report and filter call logs.
Its complete set of project delivery features enables users to track projects, including all correspondence, milestones, and activities. You may also create templates of event sets and tasks to apply them to projects easily. To keep track of all activities and information, all data—from leads to opportunities to projects—are preserved at every step.
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
Businesses looking for a robust CRM with a top-notch mobile app
Which CRM Software Provider Is Right for You?
Most Helpful Insightly Reviews
Those who gave Insightly positive reviews online said that it is very useful in managing their tasks and that the software is easy to use. They also like that it can help them stay organized and aligned with their customer communications. Concerns raised by users include a lack of automation. Some of them also said that it could be too basic for more complex CRM needs.
Provides an easy to way keep track of & communicate with customers
“One of my favorite software, and the software that I use most. It has a great way to keep track of my customers, communicate with them better, and expand our ways of interaction. Project milestones are amazing and it’s one of my favorite features in the software. The creation of tasks is simple and customizable.”
— Alice Moody
Lacks automation & contact information scanning capability
“This platform doesn’t have much automation. It doesn’t do a great job of searching for public data and filling in the blanks, for example. It is basically a big Excel sheet that is extremely robust, holding all your customer data in one place.”
— Jeremy Gulley
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 & Service plans?
Insightly’s Support and Service plans include phone support, guidance, workshops, account review, and training.
Does Insightly offer discounts to nonprofit organizations?
Yes. If an organization is registered as nonprofit or charitable, a 50% discount is provided for every license purchased.
Does Insightly charge separately 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.
Insightly is a simple and easy-to-use CRM solution, making it ideal for all kinds of users—whether you are a beginner or someone who has been using CRM solutions before. It is also intuitive to use and has a straightforward interface. One of the nice things it offers is its free plan, which could be an initial option for users who want to test out the software before paying for a subscription.
Its features are geared toward project and pipeline management, and not so much on providing analytics based on your interactions with your customers. Those interested should take this into consideration when deciding to sign up for the service.
If you aren’t sure if Insightly is right for you, this article on the 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.