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Insightly CRM Claim

The modern, scalable CRM teams love

Why SoftwareWorld Chooses Insightly CRM:

“SoftwareWorld likely chose Insightly CRM based on user reviews highlighting its user-friendly interface, robust project management features, and seamless integration capabilities. Users appreciate its ability to streamline customer relationship management and enhance team collaboration. The platform's affordability and scalability make it suitable for small to medium-sized businesses, contributing to its positive reception and recommendation by SoftwareWorld.”

Highly Recommended

Insightly CRM Overview

Insightly CRM is a versatile customer relationship management software designed for small to mid-sized businesses, focusing on enhancing customer interactions and streamlining sales processes. It offers a unique blend of project management and CRM capabilities, enabling users to track leads, manage projects, and automate workflows in a single platform. Insightly stands out with its easy integration with popular apps like Gmail, Office 365, and Slack, facilitating seamless collaboration. Key features include lead routing, pipeline management, custom reports, and email tracking. Its user-friendly interface and mobile app accessibility ensure that teams can efficiently manage customer relationships and sales opportunities on the go, making Insightly a practical and efficient tool for businesses looking to improve productivity and customer engagement.

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Insightly CRM Screenshot & Video

Contact Details

  • Vendor Name Insightly
  • Founded 2010
  • Location United States
  • Employees 101-500

Support

  • Email Email
  • Chat Chat
  • Knowledge Base Knowledge Base

Training

  • Webinar Webinar
  • Documentation Documentation

Licensing & Deployment

  • Proprietary Proprietary
  • Cloud Hosted Cloud Hosted
  • Web-Based Web-Based
  • iPhone iPhone
  • Android Android

Typical Customers

  • Self-Employed Self-Employed
  • Small-Business Small-Business
  • Midsize-Business Midsize-Business
  • Large-Enterprise-Business Large-Enterprise-Business

Languages Supported

English, French, Portuguese, Spanish


Industries

Advertising & Marketing, Banking, Construction, E-commerce, Graphic Design, Hospital & Health Care, Insurance, Law Enforcement, Leisure & Travel, Manufacturing, Real Estate, Startups

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Nutshell

Nutshell

$16 Per month

Close

Close

$49 Per month

Insightly

Insightly

$29 Per user

Insightly CRM Features

  • Arrow Icon Project Management
  • Arrow Icon Data Import/Export
  • Arrow Icon Scheduling
  • Arrow Icon Quotes/Estimates
  • Arrow Icon Activity Tracking
  • Arrow Icon Document Management
  • Arrow Icon Job Costing
  • Arrow Icon Buyer Management
  • Arrow Icon Warranty Tracking
  • Arrow Icon Calendar Management
  • Arrow Icon Collaboration Tools
  • Arrow Icon Client Tracking
  • Arrow Icon Contract/License Management
  • Arrow Icon Task Management
  • Arrow Icon Change Order Management
  • Arrow Icon Communication Management
  • Arrow Icon Contact Management
  • Arrow Icon Project Tracking
  • Arrow Icon Subcontractor Management
  • Arrow Icon Sales Pipeline Management
  • Arrow Icon Email Marketing
  • Arrow Icon Bid Management
  • Arrow Icon Lead Management
  • Arrow Icon Procurement Management
  • Arrow Icon Patient Communications
  • Arrow Icon Alerts/Notifications
  • Arrow Icon Self Service Portal
  • Arrow Icon Records Management
  • Arrow Icon Social Media Integration
  • Arrow Icon Patient Management
  • Arrow Icon Document Management
  • Arrow Icon Predictive Analytics
  • Arrow Icon Lead Management
  • Arrow Icon Live Chat
  • Arrow Icon Forms Management
  • Arrow Icon Physician Management
  • Arrow Icon Contact Management
  • Arrow Icon Client Portal
  • Arrow Icon Forecasting
  • Arrow Icon Chat/Messaging
  • Arrow Icon Appointment Management
  • Arrow Icon Task Management
  • Arrow Icon Referral Tracking
  • Arrow Icon Medical History Records
  • Arrow Icon Campaign Management
  • Arrow Icon Marketing Automation
  • Arrow Icon Calendar Management
  • Arrow Icon Automated Scheduling
  • Arrow Icon Audience Targeting
  • Arrow Icon Email Management
  • Arrow Icon HIPAA Compliant
  • Arrow Icon Multi-Location
  • Arrow Icon Pipeline Management
  • Arrow Icon Billing & Invoicing
  • Arrow Icon Search/Filter
  • Arrow Icon Pipeline Management
  • Arrow Icon Social Media Integration
  • Arrow Icon Data Import/Export
  • Arrow Icon Prospecting Tools
  • Arrow Icon Task Management
  • Arrow Icon Customer Database
  • Arrow Icon Campaign Management
  • Arrow Icon Lead Nurturing
  • Arrow Icon Segmentation
  • Arrow Icon Email Management
  • Arrow Icon CRM
  • Arrow Icon Sales Forecasting
  • Arrow Icon Contact Management
  • Arrow Icon Calendar Management
  • Arrow Icon Document Storage
  • Arrow Icon Drag & Drop
  • Arrow Icon Collaboration Tools
  • Arrow Icon Lead Management
  • Arrow Icon Sales Pipeline Management
  • Arrow Icon Lead Distribution
  • Arrow Icon Email Marketing
  • Arrow Icon Opportunity Management
  • Arrow Icon Data Synchronization
  • Arrow Icon Interaction Tracking
  • Arrow Icon Lead Capture
  • Arrow Icon Lead Capture
  • Arrow Icon Email Management
  • Arrow Icon Call Monitoring
  • Arrow Icon Automatic Call Distribution
  • Arrow Icon Lead Qualification
  • Arrow Icon Lead Management
  • Arrow Icon Task Management
  • Arrow Icon Performance Management
  • Arrow Icon Data Management
  • Arrow Icon Contact Management
  • Arrow Icon Meeting Management
  • Arrow Icon Call Recording
  • Arrow Icon Lead Distribution
  • Arrow Icon CRM
  • Arrow Icon Interaction Tracking
  • Arrow Icon Auto-Dialer
  • Arrow Icon Calendar Management
  • Arrow Icon Chat/Messaging
  • Arrow Icon Reminders
  • Arrow Icon Call List Management
  • Arrow Icon Multi-Channel Communication
  • Arrow Icon Deal Management
  • Arrow Icon Sales Pipeline Management
  • Arrow Icon Lead Nurturing
  • Arrow Icon Sales Reports
  • Arrow Icon Social Media Integration
  • Arrow Icon Monitoring
  • Arrow Icon Pipeline Management
  • Arrow Icon Template Management
  • Arrow Icon Lead Qualification
  • Arrow Icon Calendar Management
  • Arrow Icon Sales Forecasting
  • Arrow Icon Lead Distribution
  • Arrow Icon Prospecting Tools
  • Arrow Icon Task Management
  • Arrow Icon Document Storage
  • Arrow Icon Lead Segmentation
  • Arrow Icon Reminders
  • Arrow Icon Email Tracking
  • Arrow Icon Interaction Tracking
  • Arrow Icon CRM
  • Arrow Icon Web Forms
  • Arrow Icon Email Marketing
  • Arrow Icon Lead Capture
  • Arrow Icon Campaign Management
  • Arrow Icon Contact Management
  • Arrow Icon Workflow Management
  • Arrow Icon Sales Trend Analysis
  • Arrow Icon Source Tracking
  • Arrow Icon Lead Generation
  • Arrow Icon Opportunity Management
  • Arrow Icon Referral Tracking
  • Arrow Icon Commission Management
  • Arrow Icon Contact Database
  • Arrow Icon Lead Qualification
  • Arrow Icon Contact Management
  • Arrow Icon Campaign Management
  • Arrow Icon Access Controls/Permissions
  • Arrow Icon Client Management
  • Arrow Icon Email Marketing
  • Arrow Icon Pipeline Management
  • Arrow Icon Lead Management
  • Arrow Icon Activity Dashboard
  • Arrow Icon Lead Nurturing
  • Arrow Icon Interaction Tracking
  • Arrow Icon Reporting/Analytics
  • Arrow Icon Activity Tracking
  • Arrow Icon Document Management
  • Arrow Icon Appointment Management
  • Arrow Icon Alerts/Notifications
  • Arrow Icon Calendar Management
  • Arrow Icon Lead Generation
  • Arrow Icon Lead Distribution
  • Arrow Icon Client/Property Matching
  • Arrow Icon Task Management
  • Arrow Icon Segmentation
  • Arrow Icon Lead Capture
  • Arrow Icon Email Tracking
  • Arrow Icon For Real Estate
  • Arrow Icon Property Database
  • Arrow Icon Omnichannel Communications
  • Arrow Icon Lead Capture
  • Arrow Icon Customer Support
  • Arrow Icon Lead Nurturing
  • Arrow Icon Activity Dashboard
  • Arrow Icon Data Visualization
  • Arrow Icon Brand Tracking
  • Arrow Icon Contact Management
  • Arrow Icon Customer Engagement
  • Arrow Icon Social Media Monitoring
  • Arrow Icon Social Promotion
  • Arrow Icon Sales Pipeline Management
  • Arrow Icon Email Marketing
  • Arrow Icon Reporting/Analytics
  • Arrow Icon Tagging
  • Arrow Icon Communication Management
  • Arrow Icon Audience Targeting
  • Arrow Icon Marketing Automation
  • Arrow Icon Calendar Management
  • Arrow Icon Content Management
  • Arrow Icon Sentiment Analysis
  • Arrow Icon Task Management
  • Arrow Icon Customer Database
  • Arrow Icon Social Media Integration
  • Arrow Icon Live Chat
  • Arrow Icon Email Tracking
  • Arrow Icon CRM
  • Arrow Icon Customer Social Profiles
  • Arrow Icon Collaboration Tools
  • Arrow Icon Engagement Tracking
  • Arrow Icon Expense Tracking
  • Arrow Icon Forecasting
  • Arrow Icon Template Management
  • Arrow Icon Relationship Tracking
  • Arrow Icon Interaction Tracking
  • Arrow Icon Access Controls/Permissions
  • Arrow Icon Activity Tracking
  • Arrow Icon Client Management
  • Arrow Icon Collaboration Tools
  • Arrow Icon Sales Reports
  • Arrow Icon Email Management
  • Arrow Icon CRM
  • Arrow Icon Search/Filter
  • Arrow Icon Email Marketing
  • Arrow Icon Task Management
  • Arrow Icon Document Management
  • Arrow Icon Lead Management
  • Arrow Icon Calendar Management
  • Arrow Icon Customer Database
  • Arrow Icon Campaign Management
  • Arrow Icon Marketing Automation
  • Arrow Icon Activity Dashboard
  • Arrow Icon Territory Management
  • Arrow Icon Contact Management
  • Arrow Icon Pipeline Management
  • Arrow Icon Lead Capture
  • Arrow Icon For Financial Institutions
  • Arrow Icon Financial Management
  • Arrow Icon Contact Management
  • Arrow Icon Donation Tracking
  • Arrow Icon Campaign Management
  • Arrow Icon Interaction Tracking
  • Arrow Icon Real Time Notifications
  • Arrow Icon Email Marketing
  • Arrow Icon Donor Management
  • Arrow Icon Email Management
  • Arrow Icon Web Forms
  • Arrow Icon Access Controls/Permissions
  • Arrow Icon Task Scheduling
  • Arrow Icon Website Integration
  • Arrow Icon Grant Management
  • Arrow Icon Customer Database
  • Arrow Icon Credit Card Processing
  • Arrow Icon Membership Management
  • Arrow Icon CRM
  • Arrow Icon Accounting Integration
  • Arrow Icon Event Management
  • Arrow Icon Document Storage
  • Arrow Icon Forms Management
  • Arrow Icon Social Media Integration
  • Arrow Icon Registration Management
  • Arrow Icon Fundraising Management
  • Arrow Icon Committee Management
  • Arrow Icon Volunteer Management
  • Arrow Icon Electronic Payments

Insightly CRM Pricing

Pricing Type

  • Pricing Type Per User

Preferred Currency

  • USD ($) USD ($)

Free Trial

  • Free Trial 14 Days

Free Version

  • NA

Payment Frequency

  • Monthly Payment Monthly Payment

Plans & Packages

Plus

$29 Per Month

Insightly CRM FAQs

Insightly CRM is a versatile customer relationship management software designed for small to mid-sized businesses, focusing on enhancing customer interactions and streamlining sales processes. It offers a unique blend of project management and CRM capabilities, enabling users to track leads, manage projects, and automate workflows in a single platform. Insightly stands out with its easy integration with popular apps like Gmail, Office 365, and Slack, facilitating seamless collaboration. Key features include lead routing, pipeline management, custom reports, and email tracking. Its user-friendly interface and mobile app accessibility ensure that teams can efficiently manage customer relationships and sales opportunities on the go, making Insightly a practical and efficient tool for businesses looking to improve productivity and customer engagement.

  • No, Insightly CRM does not offer a free version.

  • Yes, Insightly CRM offers a free trial.

  • No, Credit Card details are not required for the Insightly CRM trial.

  • Insightly CRM offers the following pricing plans & packages:

    Plus

    $29 Per Month

  • Insightly CRM supports the following payment frequencies:

    • Monthly Payment

  • Yes, Insightly CRM offers an API.

  • Insightly CRM offers support with the following options:
    • Email , Chat , Knowledge Base

  • Insightly CRM offers training with the following options:
    • Webinar , Documentation

  • Insightly CRM supports the following languages:
    • English , French , Portuguese , Spanish

  • Following are the typical users of the Insightly CRM:
    • Self-Employed , Small-Business , Midsize-Business , Large-Enterprise-Business

  • Insightly CRM supports the following deployment:
    • Cloud Hosted

  • Insightly CRM supports the following devices and operating systems:
    • Web-Based , iPhone , Android