Insightly
Insightly : Reviews, Pricing, Features & Alternatives
$12.00
Insightly is a Customer Relationship Management (CRM) Software. Price : $12 (free trial available). Review Insightly : Overview & Pricing
Insightly Overview : Features, Pricing, Reviews & Alternatives
Insightly is a Customer Relationship Management (CRM) Software intended for businesses. Let’s discover user reviews, features and prices of this business app.
Insightly is listed as a Customer Relationship Management (CRM) Software and Online CRM Software for companies and is used for Cloud CRM & Sales Tools …
Insightly price starts from $ 12 per user and per month (free trial available).
Insightly is a web-based customer relationship and project management system.
Elegant solution for business development.
Grow your business faster than ever by building stronger customer relationships, managing sales opportunities, and completing projects with Insightly.
What is Insightly ?
Insightly is a powerful CRM tool for capturing and managing leads across all aspects of a sales process. Insightly gives you the power of comprehensive contact management and can track relevant lead information from email. One can download files directly from Dropbox, Box, Google Drive, Microsoft OneDrive and Insightly online smoothly and conveniently. The built-in project management system helps you constantly monitor the workflow and release at the right time. Without a doubt, this tool fits in different sectors such as accounting, construction, education, health, real estate and many more.
The preferred CRM platform, Insightly helps modern businesses of all sizes build lasting customer relationships and grow revenue faster. Insightly offers out-of-the-box features that allow you to tailor the user experience to each customer-facing role. It’s easy to use, easy to configure, highly customizable for your industry, and offers fast time to value at a low total cost of ownership.
Insightly is a web project and customer relationship management (CRM) application that integrates with Google Apps through a pop-up Gmail gadget and Google Docs support. The link concept is unique to Insightly: any item in the system can be linked to another item: projects, tasks, contacts, organizations, events, emails, opportunities. The link describes the role. For example, contacts can be associated with other contacts such as coworkers, referrals/referrals, etc., or as a custom relationship. Tasks cannot be associated with tasks, and Insightly has no task dependencies or Gantt charts. A task can be linked to multiple projects via the Link feature, but there is no drag and drop required. Tasks can only be assigned to one Insightly user and cannot have a start or due time (only a date). Insightful, however, support events, where you can set the time. Supports tags for opportunities, projects, contacts, organizations, and emails. However, tags for projects are completely separate from tags for contacts, and searches for the tag name do not find any. Contacts, Projects, Opportunities, Tasks support custom fields, but only up to 10, and only text, dropdown, and date (compared to Podio or Solve360). Projects, like contacts, can have a photo/image. The Gmail popup gadget can be used to add tasks, projects, opportunities, and emails, but not contacts. Email notifications include a daily email reminder of overdue tasks. There is no social media integration, but for organizations there is an events tab with Google search items. Insightly lacks Gantt charts and an API (comments, notes, and task details don’t support rich formatting, just plain text. Email import from Gmail is missing. User community ended Jan 2012 .
With integrations to Google Apps, Office 365 MailChimp, and leading social networking sites; great mobile apps for tablets and smartphones; and easy access to a REST API for custom integration, Insightly is the leader in small business CRM solutions.
Insightly is a web project and customer relationship management (CRM) application that integrates with Google Apps through a pop-up Gmail gadget and Google Docs support. Insightly is the concept of linking: any element in the system can be linked to another element: projects, tasks, contacts, organizations, events, emails, opportunities. The link describes the role.
Insightly is a SaaS-based CRM solution for growing midsize businesses. Over 1.5 million users worldwide use Insightly to securely manage all of their customer data in one place, build customer relationships, accelerate sales, and deliver projects on time every time. Insightly offers Gmail and Outlook plugins as well as tools to make integrations with any other system easy.
Specifically, businesses use Insightly for relationship linking, contact management, email tracking, customer management leads, opportunity management, quote generation, workflow automation, administration, advanced reporting, call management, and sales and marketing alignment. A mobile CRM app with business card scanning and audio notes is also available to enable quick and easy updates while…
Insightly Review : Pros & Cons
Pros & Cons
When it comes to finding the right Customer Relationship Management (CRM) tools to manage your business, you have too many options – and they all come with their strengths and weaknesses.
One such familiar name in this arena is Insightly, and as you may have guessed from the title, this review will tell you more about Insightly’s pros and cons.
Weighing the pros & cons is essential before selecting this tool for your business and your team.
Insightly Pros : Key Benefits
– Intelligently accelerate sales by:
– Relationships – Use relationship maps to identify the strongest relationships with any customer, track them over time, and uncover hidden connections.
– Drive adoption with an intuitive and easy-to-use user interface
– Sales – Distribute leads to the right reps with automated lead capture and routing, manage opportunities in the kanban view, and send follow-up emails to leads in just a few clicks.
– Collaborate across the organization with centralized customer data
– Build insightful relationships by:
– Projects: Turn won opportunities into projects without losing data. Track milestones, manage processes, and integrate external systems.
– Grow your business faster with lead management and automated workflow
– Track the frequency of interactions by linking emails, proposals, etc. contacts, organizations
– Business process: Build and deploy custom apps with the Insightly platform on web and mobile in minutes. Capture the data you need from customers or external systems and connect that information to existing records.
Insightly Cons
– Con : Custom integrations can come at a price.
Insightly Features
Here is the list of the main features of this computer software :
– Procurement management
– Management of delivery slips
– Management of suppliers
– Reporting – Reports
– Dashboards
– Tracking – Tracking
– Data visualization
– 24/7 accessibility
– Alerts – notifications – reminders
– Project management
– Management of diaries – calendars – planning
– Filter management
– Task management
– Intuitive interface – adaptive – Responsive design
– Document sharing
– Folder sharing
– Note sharing
– Planning – programming
– Project planning
– Teamwork
Main function & Pro Features
– Procurement management
– Management of delivery slips
– Management of suppliers
– Reporting – Reports
– Dashboards
– Tracking – Tracking
– Data visualization
– 24/7 accessibility
– Alerts – notifications – reminders
– Project management
– Management of diaries – calendars – planning
– Filter management
– Task management
– Intuitive interface – adaptive – Responsive design
– Document sharing
– Folder sharing
– Note sharing
– Planning – programming
– Project planning
– Teamwork
Insightly Integrations
Insightly integrates with more than 60 applications & plugins like Quickbooks Online, Box and Squarespace (…) : database connection, synchronize data, share files (…) to improve your workflow and increase your productivity !
It also provides a powerful API toolkit that allows developers to build web services and exchange data.
Top 20 Insightly integrations
– Google Drive
– Slack
– Trello
– Dropbox Business
– Microsoft 365
– Google Workspace
– Gmail
– Mailchimp
– Google Forms
– Acuity Scheduling
– OneDrive
– Asana
– Evernote Teams
– HubSpot Marketing Hub
– Shopify
– FreshBooks
– Stripe
– HubSpot CRM
– Zoho CRM
– Zapier
Insightly Pricing
The Insightly pricing plan starts from $ 12 per month and per user, but this price is likely to change because different options are offered by the developer : number of licenses, additional functions, add-ons, bundles …
Insightly offers several pricing plans :
– Base : $ 12,00 per user / per month
– More : $ 29,00 per user / per month
– Professional : $ 49,00 per user / per month
– Enterprise : $ 299,00 per user / per month
– Premium : –
| Base | More | Professional | Enterprise | Premium |
| $12,00 | $29,00 | $49,00 | $299,00 | – |
| Per month | Per month | Per month | Per month | Per month |
| Per user | Per user | Per user | Per user | Per user |
Save $$$ on SaaS and on-premise Software Subscriptions to help your create, grow and scale your business : annual billing usually is cheaper than monthly billing and you can expect 10% to 20% discount.
Sign up for a trial and start using it right away !
Free trials usually are time limited or feature limited but this is a good way to ensure it is the right option for your business before making a purchase.
Screenshot of the Vendor Pricing Page :
Insightly Pricing Plans
Pricing Details
Pricing Model : Subscription
Free trial : Yes : 14 days
Free plan : Yes, free version
Freemium : Freemium software
Starting price : $ 12,00
Entry-level set up fee : No setup fee
The pricing details were last updated this year from the vendor website or retrieved from publicly accessible pricing materials and may be different from actual. Please confirm pricing and deals with the vendor website before purchasing.
Deployment & Setup
Insightly is a cloud-based Customer Relationship Management (CRM) platform : its infrastructure is hosted in the United States (probably on AWS, Microsoft Azure or Google Cloud Platform).
insightly is a SaaS (Software as a Service) / web application : a web browser on a computer is required for full functionality of features and manage dashboard.
It supports desktop operating systems (like Windows and Mac OS …) and mobile platforms (like Android and iOS).
There’s also native mobile apps for iPhone & iPads on Apple’s App Store and for smartphones & tablets on Google Play Store.
Technical Details & Specifications
Deployment : Cloud / SaaS
Desktop Operating Systems : Windows / Mac OS / Linux …
Mobile Platforms : Android / iOS – iPhone – iPad / Mobile Web
Native Apps / Mobile Applications : iOS App & Android App
GDPR compliance : No information
Supported languages
This application software supports the following languages : English, German, Chinese, Spanish, French, Italian, Portuguese, Spanish, Portuguese, French …
Support & Training
Any problem with this computer program ? The vendor offers the following customer service & support to help teams get the most out of their business application : Chat, Email / Help Desk, FAQs / Forum, Knowledge Base, Online Support , On-site Support …
Hotline : +1 888-999-4039
Training options : Documentation, Live Online, Videos, Webinars …
Industry & Customers
Who use Insightly ?
This software package is tailored to business needs : Small and Medium companies, Large companies (Turnover : – $50 million) in countries like United Kingdom, Canada …
This web-based application is recommended for trades : Purchasing, Administrative, Accounting, Management …
This cloud software is used in the sectors : Software …
Customer References
Testimonials & Customer References to decide if this is the right business software or service for your company : 4over LLC, Savanta, Atlanta Eats, BookFuel, AT and T, Bosch, Cocoon Creations …
Awards & Recognitions
This tech company won several customer review awards from comparison websites, like Leader in Sales Forecasting software, Highly Rated CRM software, and Part of World’s fastest growing SaaS companies according to SaaS 1000 .
Screenshots
This computer program has an ergonomic, intuitive and customizable user interface, which will improve team productivity and collaborative work within your company (Small Company, SME, Startup …)
Insightly Screenshots & Images : UI, dashboard …
Insightly Business Software Pricing
Insightly Features & Overview
Insightly Screenshot
Videos
Video #1
Video #2
Insightly Reviews
Here is our opinion on Insightly : this is an excellent customer relationship management (crm) software to know .
Insightly User Reviews & Ratings
Online and customer reviews of Insightly software are quite plentiful and overall very positive :
Overall rating : 4,5/5
Value for money : 3,8/5
Functionality : 3,7/5
Usefulness : 3,8/5
Ease of use : 3,8/5
User rating Excellent : 54%
User rating Very Good : 32%
User rating Average : 10%
User rating Poor : 3%
User rating Terrible : 3%
Popularity on social networks : 10060 followers on LinkedIn
Your Customer Review on Insightly
What is your opinion about this app ? Submit your review and tell us about your overall opinion : experience with this SaaS software, rating, ease of use, customer service, value for money, Pros & Cons …
Customer reviews and feedbacks play an increasingly important role in the business software buying process. You can provide in-depth review and share your buying advice / reviewer sentiment : what is your likelihood to recommend Insightly ? What is your likelihood to renew ?
FAQs
Why use a Customer Relationship Management (CRM) Software ?
CRM software (GRC – Customer Relationship Management) allows a company to manage its customers, contacts, contracts, prospects and employees, essentially helping it to manage its relationship with all its stakeholders. CRM software (Customer Relationship Management, or GRC: customer relationship management) aims to centralize all the information available on prospects and customers in order to convert them into customers or retain them. This marketing and sales tool improves customer knowledge in order to sell more / sell better and maximize revenue. CRMs offer more and more features: contact management, newsletter creation, leads, business intelligence.
According to various sources, most used business software are : Hubspot (market share : 24,30%), Zoho (23,60%), CA Service Desk Manager (9,20%), Microsoft Dynamics CRM (9,20%), Thryv (6,50%), Zoho CRM (5,70%), Infusionsoft (4,40%), TargetX (4,20%), Microsoft Dynamics 365 (3,90%), SAP CRM (3,80%), ManageEngine (2,30%), Demandforce (2,30%), FileMaker (2,10%), Interactive Intelligence (2,10%), SugarCRM (1,90%), Bitrix24 (1,90%), Oracle CRM (1,40%), Infor CRM (1,40%)
Main functions are : Sales Forecast, Task management, Opportunity Management, Contact management, Sales force automation, lead management
Main characteristics are : CRM, B2B, CRM and prospecting, Project management, Inventory management, Customer service module, CRM, CRM Web, CRM France, French CRM, commercial management, TPe, SME, Start-up, Micro-enterprise, Axonaut, CRM SAAS, cloud, secure, management company, invoice, quote, steering, project management, HR, stock, ticketing, CRM, customer relationship management, crm
Customer Relationship Management (CRM) Software Average Price : from $ 9,00 to $ 160,00 with an average price of $ 43,53 . We have identified more than 960 competitors on the market.
Customer Relationship Management (CRM) Software Review
Company details
Developed by INSIGHTLY INC, Inc. (@insightly on Twitter)
About Insightly: We designed Insightly as a powerful and easy-to-use CRM system for small businesses. With integrations to Google Apps, Office 365, MailChimp and major social networking sites; great mobile apps for tablets and smartphones; and easy access to a REST API for custom integration, Insightly is the leading CRM for small businesses.
HQ location : USA
Founded in 2009 by Anthony Smith
Total revenue : $11.6M
Fundings : $38.0M
Industry : B2B SaaS company
Software Category : CRM Software > Online CRM Software > Customer Relationship Management (CRM) Software
Schema : SoftwareApplication > BusinessApplication
Tags : CRM | gmail popup gadget | gmail widget | google apps | google integration | project management | project manager | integration of social networks | task management | customer relationship manager …
Website : visit insightly.com
About This Article
This page was composed and published by SaaS-Alternatives.
The information (and product details) outlined above is provided for informational purposes only. Please Check the vendor’s website for more detailed information.
Our opinion on Insightly is independent in order to highlight the strengths and weaknesses of this Customer Relationship Management (CRM) Software. Our website is supported by our users. We sometimes earn affiliate commission when you click through the affiliate links on our website.
Insightly Alternatives
If you’re understanding the drawbacks and you’re looking for a Insightly alternative, there are more than 82 competitors listed on SaaS-Alternatives !
If you’re in the market for a new software solution, the best approach is to narrow down your selection and then begin a free trial or request a demo.
Compare Insightly Pricing Against Competitors
| Software | Starting Price | Billed | Free Trial |
| INSIGHTLY | $29 | Per month / user | Yes |
| ZOHO CRM | $14 | Per month / user | Yes |
| FRESHSALES | $15 | Per month / user | No |
| MAILCHIMP | $ | Per month / user | No |
| NUTSHELL APPS | $ | Per month / user | No |
| PIPEDRIVE | $12,5 | Per month / user | Yes |
| ZOHO BOOKS | $15 | Per month / user | Yes |
| SALESFORCE | $25 | Per month / user | Yes |
| HUBSPOT CRM | $45 | Per month / user | No |
| SUGARCRM | $52 | Per month / user | Yes |
Top 10 Alternatives & Competitors to Insightly
– Salesforce Sales Cloud
– Pipedrive
– Zoho CRM
– Bitrix24
– HubSpot CRM
– Salesforce CRM
– Zoho CRM
– HubSpot
– Zendesk Sell
– Bigin by Zoho CRM
Free Alternatives to Insightly
– Zoho CRM
– Freshsales
– Vtiger
SaaS alternatives
HubSpot : Attract, convert, close, and delight customers with HubSpot’s comprehensive set of marketing tools. HubSpot’s all-in-one marketing software helps 12,000+ businesses in 56 countries attract leads and convert them into customers.
Insight : Ship quality software on time. Get meaningful dashboards for Pivotal Tracker.
Zoho : Single and powerful software package to manage your entire business. The content of the traitement of text, calculation feuilles, presentations, donation bases, prize notes, wikis, web conferences, client relationship management, project management, billing and others Applications.
Pipedrive : Channeling tool for active negotiators. Be super organized. Close deals in less time. Created by active sellers and serious web application developers.
Copper : People register with their number. You get verified information. Copper is a service for developers who want a continuous and constantly improving registration and login flow for their websites and iOS apps. We remove friction so more people become and stay users, while manufacturers ship faster and manage less code.
You can also take a look at other business apps, like our Timesheets.com review and our SysAid review.
Comparison with Similar Software & Contenders
Take an in-depth look at popular CRM Software and Online CRM Software to find out which one is right for your needs. Discover how these Customer Relationship Management (CRM) Software compare to Insightly when it comes to features, ease of use, customer support and user reviews. Explore software, Compare options and alternatives, Read reviews and Find your solution !
