Insightly Reviews

& Product Details

What is Insightly?

Insightly is more than CRM software. The platform includes CRM, marketing automation, and customer service, helping teams build and convert sales pipelines, increase productivity, and build lasting customer relationships. Being easy to use, simple to customize, and scales with companies as they grow, and with a built-in no-code integration engine solves common pain points that other CRMs can’t.

First, the CRM tool includes features for lead routing, workflow automation, sending, tracking & saving emails, relationship linking, and business intelligence. It helps companies create unforgettable experiences, better connect with customers, and align teams.

Secondly, service is key to Insightly’s unified suite of customer relationship management applications. It amplifies your visibility into customer health and status with built-in integrations, pre-written templates, knowledge articles for easy reference, and an SLA countdown.

Next, the marketing automation tool helps teams build more pipelines with on-target segmentation, engaging customer journeys, and intelligent campaigns.

Finally, Insightly offers the following support options: Knowledge Base, FAQs/Forum, Chat, and Email/Help Desk.

Best For

A modern, scalable CRM for fast-growing teams.

Recommended For

StartUps
Freelancers
Small Business
Medium Business
Large Enterprise
Non-profit Organization
Personal

Deployment

Cloud, SaaS, Web-Based
Mobile - Android
Mobile - iPhone
Mobile - iPad
Desktop - Mac
Desktop - Windows
Desktop - Linux
Desktop - Chromebook
On-Premise - Windows
On-Premise - Linux

Contact

Company Name
Insightly
Located In
United States
Website
insightly.com

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Insightly Pricing

Starting from:

$29 /user/month, billed annually

Pricing Model: Subscription

Free Trial
Free Version

Pricing Details:

Insightly CRM pricing comprises three plans - Plus, Professional, and Enterprise - with an annual subscription. There are different pricing plans for Marketing, AppConnect, and Service. Furthermore, Insightly all-in-one has three plans, with costs starting from $349 per month, billed annually. A free software version is available, with no commitment - only some limitations.