Insightly

Unverified
This profile has not been verified by the Software Seller.
Tekpon Score
8.7

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.

Found in these Categories

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

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.

Insightly Features

  • Access Controls/Permissions
  • Activity Tracking
  • Alerts/Notifications
  • API
  • Calendar Sync
  • Calendar/Reminder System
  • Campaign Management
  • Cataloging/Categorization
  • Contact Database
  • Contact Management
  • Contract/License Management
  • Customer Database
  • Customer Segmentation
  • Customizable Branding
  • Customizable Fields
  • Customizable Reports
  • Dashboard
  • Data Import/Export
  • Document Management
  • Document Storage
  • Drag & Drop
  • Email Management
  • Email Marketing
  • Email Templates
  • Event Triggered Actions
  • Forecasting
  • Interaction Tracking
  • Internal Chat Integration
  • Lead Capture
  • Lead Distribution
  • Lead Generation
  • Lead Management
  • Lead Nurturing
  • Lead Qualification
  • Lead Segmentation
  • Marketing Automation
  • Opportunity Management
  • Performance Metrics
  • Pipeline Management
  • Project Management
  • Prospecting Tools
  • Quotes/Estimates
  • Real-Time Analytics
  • Real-Time Data
  • Real-Time Reporting
  • Referral Tracking
  • Reporting & Statistics
  • Sales Forecasting
  • Sales Pipeline Management
  • Sales Reports
  • Segmentation
  • Social Media Integration
  • Task Scheduling
  • Template Management
  • Territory Management
  • Workflow Management

Additional Features

  • Appointment Scheduling
  • Assignment Management
  • Batch Processing
  • Business Card/Badge Scanning
  • CRM
  • Call Management
  • Commenting/Notes
  • Commission Management
  • Customer Engagement
  • Customer Service Analytics
  • Configurable Workflow
  • Customer Support
  • Dashboard Creation
  • Data Synchronization
  • Data Visualization
  • Dynamic Modeling
  • Email Response Control
  • Email Tracking
  • Field Sales Management
  • For Insurance Industry
  • File Management
  • For Mac Devices
  • For Small Businesses
  • File Sharing
  • For Startups
  • For iPad Devices
  • Goal Setting/Tracking
  • Graphical Data Presentation
  • Modeling & Simulation
  • Multi-Currency
  • Percent-Complete Tracking
  • Pipeline Reports
  • Project Planning
  • Project Templates
  • Prioritization
  • Project Tracking
  • Project Workflow
  • Proposal Generation
  • Real-Time Notifications
  • Real-Time Updates
  • Recurring Tasks
  • Reminders
  • Reporting/Analytics
  • Role-Based Permissions
  • Routing
  • Sales Activity Management
  • Sales Trend Analysis
  • Search/Filter
  • Self Service Portal
  • Shared Contacts
  • Source Tracking
  • Statistical Analysis
  • Status Tracking
  • Tagging
  • Task Progress Tracking
  • Third-Party Integrations
  • To-Do List
  • Visual Analytics
  • Web Forms
  • Web-based Deployment

Insightly vs. Similar Products

HubSpot CRM
Tekpon Score
COMPARE
Keep all your contacts in one centralized, customizable database.

Zoho CRM
Tekpon Score
COMPARE
Build excellent customer relationships.

Salesforce
Tekpon Score
COMPARE
CRM solution that brings customers and companies together.

Freshsales
Tekpon Score
COMPARE
Accelerate your revenue with context-driven sales.

Pipedrive
Tekpon Score
COMPARE
The CRM platform to grow your business.

Insightly Integrations

Insightly Alternatives

Salesflare
Tekpon Score
Salesflare is a powerful CRM and email marketing platform for small to medium-sized businesses. It streamlines the sales pro...

Simply CRM
Tekpon Score
Simply CRM is an all-in-one platform for businesses to manage their leads, sales, and marketing activities. It allows compan...

Upsales
Tekpon Score
Upsales is a fast-growing sales and marketing platform designed to help B2B companies find new leads, close deals, and grow ...

SuiteDash
Tekpon Score
SuiteDash is a fully integrated cloud-based platform & business software that enables collaboration with teams and optim...

Capsule
Tekpon Score
Capsule is an easy-to-use CRM that helps businesses build stronger relationships, increase sales, and save time. This simple...

Odoo CRM
Tekpon Score
Odoo CRM is a customer-centric Customer Relationship Management software that helps teams track leads, close deals, and get ...

Dynamics 365
Tekpon Score
Microsoft Dynamics 365 is a multi-currency, multi-language enterprise resource planning (ERP) software. It is a collection o...

Nutshell
Tekpon Score
Nutshell is an all-in-one CRM and email marketing platform that helps companies of all sizes close more deals. With features...

Vtiger
Tekpon Score
Vtiger is an all-in-one, easy-to-use, customizable CRM that helps marketing, sales, and customer support teams unify data at...

SugarCRM
Tekpon Score
SugarCRM is a Customer Relationship Management Software that combines sales force automation, marketing automation, and cust...

NetSuite CRM
Tekpon Score
Oracle NetSuite CRM is a Customer Relationship management solution that helps businesses manage customers, partners, and sup...

Marketing 360
Tekpon Score
Marketing 360 is an all-in-one marketing platform dedicated to small businesses and franchises. SMBs can build a professiona...

Nimble
Tekpon Score
Nimble is a CRM for Office 365 and G Suite that builds contact management solutions for teams and individuals. It offers a s...

Act!
Tekpon Score
Act! is a powerful all-in-one CRM and Marketing Automation software that helps small and midsize businesses improve marketin...

Apptivo
Tekpon Score
Apptivo is a cloud CRM platform of integrated sales & marketing tools designed for companies of all shapes & sizes. ...

Pipeline
Tekpon Score
Pipeline is a CRM made with salespeople in mind. It offers your team the tools to accelerate sales and drive growth. It lets...

Pipeliner CRM
Tekpon Score
Pipeliner CRM is a customer relationship management software custom-made for sales & accounting management. It has a uni...

Copper
Tekpon Score
Customer relationship management (CRM) software Copper CRM, originally ProsperWorks CRM, was created especially for integrat...

Agile CRM
Tekpon Score
Agile CRM is an all-in-one platform with Sales, Marketing, and Service automation in a single platform to avoid data leaks a...

Bitrix24
Tekpon Score
Bitrix24 is an online workspace that integrates tools such as CRM, chats, video calls, document management, contact center, ...

FreeAgent CRM
Tekpon Score
FreeAgent is a cloud-based complete CRM platform that helps teams work more collaboratively to get more done, get everything...

20NINE
Tekpon Score
20NINE is a modular CRM for small businesses. It includes modules for Contact CRM, Sales CRM, Prospecting, Marketing, Docume...

Zendesk
Tekpon Score
Zendesk platform comprises two main products – for Service & for Sales. The first is a complete customer service s...

vcita
Tekpon Score
vcita is a powerful all-in-all app designed to help you manage your business and schedule, interact with your clients better...

Groove.cm
Tekpon Score
Groove.cm is an all-in-one CRM and Sales Platform built for online businesses, eCommerce, entrepreneurs, and bloggers. Creat...

CloudOffix
Tekpon Score
CloudOffix is a multi-purposed and all-in-one customer experience (CX) platform where you have a holistic view of the custom...

Clientjoy
Tekpon Score
Clientjoy is an all-in-one CRM built for freelancers and agencies. They can manage their sales pipeline, contracts, proposal...

NationBuilder
Tekpon Score
Is it important for your organization, campaign, or cause to build and maintain a strong base of supporters? Are you attempt...

Thryv
Tekpon Score
Thryv software is a customer relationship management (CRM) tool that aids in the automation of procedures. As a consequence, ...

HoneyBook
Tekpon Score
HoneyBook is a cloud-based CRM solution for small businesses and freelancers, helping users manage business processes from i...

Streak
Tekpon Score
Streak CRM for Gmail is a fully embedded customer relationship management (CRM) software that integrates directly with your ...

Freshteam
Tekpon Score
Freshteam is one of the excellent software available on the market that combines the power of two – applicant tracking sys...

Keap
Tekpon Score
Keap is a CRM, sales, and marketing tool that helps you automate and optimize your processes. Furthermore, the Keap software...

Insightly Related Insights

cristian dina
#CRM Software

The all-in-one CRM that scales as your startup grows | Eoin Mcguinness – Hubspot for Startups
Updated Feb 25th, ’23
Authored by Cristian
cristian dina
#CRM Software

What your startup needs to connect with more customers | Soumitra Deshpande – Freshworks for Startups
Updated Feb 25th, ’23
Authored by Cristian
cristian dina
#CRM Software

CRM solution for agencies and freelancers
Updated Feb 25th, ’23
Authored by Cristian
Cristiana Trifu - Tekpon Author
#CRM Software

Why your business needs a CRM software to accelerate growth
Updated Feb 25th, ’23
Authored by Cristiana