Error Title

This is a notice message, displayed at the top of the browser, informing the user of something useful.

or
Continue with LinkedIn
Recover my Password
Submit your Tekpon Account E-mail address and you will receive an email with instructions to reset your password.

Insightly

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.
  • StartUps
  • Freelancers
  • Small Business
  • Medium Business
  • Large Enterprise
  • Non-profit Organization
  • Personal
  • Cloud, SaaS, Web-Based
  • Mobile - Android
  • Mobile - iPhone
  • Mobile - iPad
  • Desktop - Mac
  • Desktop - Windows
  • Desktop - Linux
  • Desktop - Chromebook
  • On-Premise - Windows
  • On-Premise - Linux
  • Company Name

    Insightly

  • Located In

    United States

  • Website

    insightly.com

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.

  • 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

HubSpot CRM

Tekpon Score
COMPARE

Zoho CRM

Tekpon Score
COMPARE

Pipedrive

Tekpon Score
COMPARE

Salesforce CRM

Tekpon Score
COMPARE

Freshsales

Tekpon Score
COMPARE
  • ADP

    Payroll Software

  • Asana

    Project Management Software

  • BambooHR

    HR Software

  • Calendly

    Scheduling Software

  • DocuSign

    Digital Signature Software

  • Jira

    Project Management Software

  • Adobe Commerce

    eCommerce Software

  • QuickBooks

    Accounting Software

  • Salesloft

    Sales Acceleration Software

  • Shopify

    eCommerce Software

  • Slack

    Team Collaboration Software

  • WooCommerce

    eCommerce Software

  • Workday HCM

    HR Software

  • ZoomInfo SalesOS

    Lead Generation Software

  • Adobe Sign

    Digital Signature Software

  • Airtable

    Project Management Software

  • AWeber

    Email Marketing Software

  • Basecamp

    Project Management Software

  • BigCommerce

    eCommerce Software

  • BILL

    Accounting Software

  • Buffer

    Social Media Management Software

  • Bynder

    Digital Asset Management Software

  • Campaign Monitor

    Email Marketing Software

  • Chargebee

    Subscription Management Software

  • Chili Piper

    Scheduling Software

  • Webex

    Video Conferencing Software

  • Clover

    POS Software

  • Confluence

    Knowledge Management Software

  • Constant Contact

    Email Marketing Software

  • Copper

    CRM Software

  • Cvent

    Event Management Software

  • Docparser

    Data Extraction Software

  • Eventbrite

    Event Management Software

  • Evernote

    Productivity Software

  • FreshBooks

    Accounting Software

  • Freshdesk

    Help Desk Software

  • Freshsales

    CRM Software

  • Freshservice

    IT Asset Management Software

  • Gainsight PX

    Customer Success Software

  • Gravity Forms

    Form Builder Software

  • Gusto

    Payroll Software

  • Hootsuite

    Social Media Management Software

  • HubSpot CRM

    CRM Software

  • HubSpot CMS Hub

    Content Management Systems

  • HubSpot Operations Hub

    Data Integration Software

  • HubSpot Service Hub

    Help Desk Software

  • HubSpot Marketing Hub

    Marketing Automation Software

  • HubSpot Sales Hub

    CRM Software

  • IBM Watson Natural Language Understanding

    Artificial Intelligence Software

  • Keap

    CRM Software

  • Instapage

    Landing Page Software

  • Jobvite

    HR Software

  • Klaviyo

    Marketing Automation Software

  • LiveChat

    Live Chat Software

  • MailChimp

    Marketing Automation Software

  • Microsoft 365

    Email Management Software

  • Miro

    Team Collaboration Software

  • monday.com

    Project Management Software

  • Namely

    HR Software

  • NationBuilder

    CRM Software

  • Oracle HCM Cloud

    HR Software

  • Outreach

    Cold Email Software

  • PandaDoc

    Document Management Software

  • Pipedrive

    CRM Software

  • Pipefy

    Business Process Management Software

  • Recurly

    Subscription Management Software

  • RingCentral MVP

    VoIP Software

  • Salesforce CRM

    CRM Software

  • Semrush

    SEO Software

  • SketchUp

    Architecture Software

  • Smartsheet

    Project Management Software

  • Stripe

    Payment Processing Software

  • SAP SuccessFactors

    HR Software

  • SurveyMonkey

    Survey Software

  • Teamwork

    Project Management Software

  • Trello

    Project Management Software

  • Typeform

    Form Builder Software

  • UiPath

    Data Extraction Software

  • UKG Pro

    HR Software

  • Unbounce

    Landing Page Software

  • Vidyard

    Video Making Software

  • Wistia

    Video Marketing Software

  • Workable

    Recruiting Software

  • Adobe Workfront

    Project Management Software

  • Wrike

    Project Management Software

  • Zendesk

    Help Desk Software

  • Zenefits

    HR Software

  • Zoho CRM

    CRM Software

  • Zoom

    Video Conferencing Software

Tell us your opinion about Insightly and help others.

Pipeliner CRM

Tekpon Score

Keap

Tekpon Score

Freshteam

Tekpon Score

Streak

Tekpon Score

HoneyBook

Tekpon Score

Thryv

Tekpon Score

NationBuilder

Tekpon Score

Clientjoy

Tekpon Score

CloudOffix

Tekpon Score

Groove.cm

Tekpon Score

vcita

Tekpon Score

Zendesk

Tekpon Score

20NINE

Tekpon Score

FreeAgent CRM

Tekpon Score

Bitrix24

Tekpon Score

Agile CRM

Tekpon Score

Copper

Tekpon Score

Pipeline

Tekpon Score

Apptivo

Tekpon Score

Act!

Tekpon Score

This website uses cookies

Cookies are small text files that can be used by websites to make a user’s experience more efficient.

The law states that we can store cookies on your device if they are strictly necessary for the operation of this site. For all other types of cookies we need your permission. This means that cookies which are categorized as necessary, are processed based on GDPR Art. 6 (1) (f). All other cookies, meaning those from the categories preferences and marketing, are processed based on GDPR Art. 6 (1) (a) GDPR.

You can at any time change or withdraw your consent from the Cookie Declaration on our website.

You can read more about all this at the following links.

Necessary cookies help make a website usable by enabling basic functions like page navigation and access to secure areas of the website. The website cannot function properly without these cookies.

Preference cookies enable a website to remember information that changes the way the website behaves or looks, like your preferred language or the region that you are in.

These trackers help us to measure traffic and analyze your behavior to improve our service.

These trackers help us to deliver personalized ads or marketing content to you, and to measure their performance.