Insightly CRM
Claim ProfileChoose the flexible CRM for fast-growing companies
SoftwareWorld Editorial Review
Why SoftwareWorld Chooses Insightly CRM
"Growing teams often turn to Insightly CRM because it helps manage customer relationships and project tracking in one place. It works well for businesses that need to follow up on leads while also keeping an eye on ongoing work. The interface is fairly easy to pick up, which helps teams get started without a long learning curve. That said, larger organizations with more complex sales operations may find the reporting and customization options a bit limited over time."
Decision Snapshot
Insightly CRM Evaluation Snapshot
Review the most important product facts, official access information, and SoftwareWorld’s page-level trust standards in one place.
Buyer Contribution
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Trust & Transparency
Why Buyers Can Trust This Page
Structured Product Information
Consistent buyer-focused fields make software profiles easier to evaluate.
Clear Sponsored Disclosure
Paid placements are labeled and separated from product facts and reviews.
Editorial Independence
Sponsored participation does not influence SoftwareWorld's editorial assessment.
Data Transparency
Pricing and availability can change, so current details should be confirmed with the vendor.
Product Overview
Insightly CRM Overview
Product description, media, company details, support, training, deployment, customer size, languages, and industries.
Support
Training
Licensing & Deployment
Typical Customers
Why Choose Insightly CRM
Problem it Solves
-
Streamlines Customer Relationship Management For Small To Medium-sized Businesses
Target Users
-
Small Business Owners
-
Sales Teams
-
Marketing Professionals
-
Project Managers
-
Customer Service Representatives
Core Use Case
-
Manage Customer Relationships
-
Track Sales Opportunities
-
Automate Workflows
-
Analyze Business Data
-
Collaborate With Teams
USP
-
Streamline Your Business With Insightly's Intuitive CRM Solutions
Pros
-
Built-in project management sets Insightly apart from typical CRMs
-
Contact and opportunity tracking stays organized without overwhelming complexity
-
Native integrations with Gmail and Outlook work reliably day-to-day
-
Pipeline visibility gives sales teams a clear, actionable workflow view
-
Relationship linking between contacts, orgs, and deals is genuinely useful
-
Affordable entry pricing makes it accessible for growing small businesses
-
Custom dashboards let teams track exactly the metrics that matter
-
Marketing and CRM living together reduces the need for extra tools
Cons
-
Reporting depth falls short for data-driven sales teams
-
Project management features feel bolted on rather than native
-
Pricing climbs sharply once teams need advanced automation tools
-
Mobile experience lacks the polish of the desktop version
Editorial Buyer Guidance
Who Is Insightly CRM Best For?
Review the buyer problem, target users, practical use cases, and product differentiator identified by the SoftwareWorld review team.
Problem It Solves
Streamlines Customer Relationship Management For Small To Medium-sized BusinessesTarget Users
- Small Business Owners
- Sales Teams
- Marketing Professionals
- Project Managers
- Customer Service Representatives
Core Use Cases
- Manage Customer Relationships
- Track Sales Opportunities
- Automate Workflows
- Analyze Business Data
- Collaborate With Teams
Unique Selling Point
Streamline Your Business With Insightly's Intuitive CRM Solutions
Strengths and Limitations
Insightly CRM Pros & Cons
Consider the practical advantages and limitations identified through SoftwareWorld's product assessment.
+
Pros
- Built-in project management sets Insightly apart from typical CRMs
- Contact and opportunity tracking stays organized without overwhelming complexity
- Native integrations with Gmail and Outlook work reliably day-to-day
- Pipeline visibility gives sales teams a clear, actionable workflow view
- Relationship linking between contacts, orgs, and deals is genuinely useful
- Affordable entry pricing makes it accessible for growing small businesses
- Custom dashboards let teams track exactly the metrics that matter
- Marketing and CRM living together reduces the need for extra tools
!
Cons
- Reporting depth falls short for data-driven sales teams
- Project management features feel bolted on rather than native
- Pricing climbs sharply once teams need advanced automation tools
- Mobile experience lacks the polish of the desktop version
Sponsored Products
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Category-Based Capabilities
Insightly CRM Features
Each category combines the selected software category, its category-specific description, and the features assigned to that category.
Construction CRM Software 25 selected features Open category ↗ ⌄
Project Management
Data Import/Export
Scheduling
Quotes/Estimates
Activity Tracking
Document Management
Job Costing
Buyer Management
Warranty Tracking
Calendar Management
Collaboration Tools
Client Tracking
Contract/License Management
Task Management
Change Order Management
Communication Management
Contact Management
Project Tracking
Subcontractor Management
Sales Pipeline Management
Email Marketing
Bid Management
Lead Management
Procurement Management
Artificial Intelligence
Healthcare CRM Software 31 selected features Open category ↗ ⌄
Patient Communications
Alerts/Notifications
Self Service Portal
Records Management
Social Media Integration
Patient Management
Document Management
Predictive Analytics
Lead Management
Live Chat
Forms Management
Physician Management
Contact Management
Client Portal
Forecasting
Chat/Messaging
Appointment Management
Task Management
Referral Tracking
Medical History Records
Campaign Management
Marketing Automation
Calendar Management
Automated Scheduling
Audience Targeting
Email Management
HIPAA Compliant
Multi-Location
Pipeline Management
Billing & Invoicing
Artificial Intelligence
Contact Management Software 27 selected features Open category ↗ ⌄
Search/Filter
Pipeline Management
Social Media Integration
Data Import/Export
Prospecting Tools
Task Management
Customer Database
Campaign Management
Lead Nurturing
Segmentation
Email Management
CRM
Sales Forecasting
Contact Management
Calendar Management
Document Storage
Drag & Drop
Collaboration Tools
Lead Management
Sales Pipeline Management
Lead Distribution
Email Marketing
Opportunity Management
Data Synchronization
Interaction Tracking
Lead Capture
Artificial Intelligence
Inside Sales Software 24 selected features Open category ↗ ⌄
Lead Capture
Email Management
Call Monitoring
Automatic Call Distribution
Lead Qualification
Lead Management
Task Management
Performance Management
Data Management
Contact Management
Meeting Management
Call Recording
Lead Distribution
CRM
Interaction Tracking
Auto-Dialer
Calendar Management
Chat/Messaging
Reminders
Call List Management
Multi-Channel Communication
Deal Management
Sales Pipeline Management
Artificial Intelligence
Lead Management Software 29 selected features Open category ↗ ⌄
Lead Nurturing
Sales Reports
Social Media Integration
Monitoring
Pipeline Management
Template Management
Lead Qualification
Calendar Management
Sales Forecasting
Lead Distribution
Prospecting Tools
Task Management
Document Storage
Lead Segmentation
Reminders
Email Tracking
Interaction Tracking
CRM
Web Forms
Email Marketing
Lead Capture
Campaign Management
Contact Management
Workflow Management
Sales Trend Analysis
Source Tracking
Lead Generation
Opportunity Management
Artificial Intelligence
Real Estate CRM Software 31 selected features Open category ↗ ⌄
Referral Tracking
Commission Management
Contact Database
Lead Qualification
Contact Management
Campaign Management
Access Controls/Permissions
Client Management
Email Marketing
Pipeline Management
Lead Management
Activity Dashboard
Lead Nurturing
Interaction Tracking
Reporting/Analytics
Activity Tracking
Document Management
Appointment Management
Alerts/Notifications
Calendar Management
Lead Generation
Lead Distribution
Client/Property Matching
Task Management
Segmentation
Lead Capture
Email Tracking
For Real Estate
Property Database
Omnichannel Communications
Artificial Intelligence
Social CRM Software 30 selected features Open category ↗ ⌄
Lead Capture
Customer Support
Lead Nurturing
Activity Dashboard
Data Visualization
Brand Tracking
Contact Management
Customer Engagement
Social Media Monitoring
Social Promotion
Sales Pipeline Management
Email Marketing
Reporting/Analytics
Tagging
Communication Management
Audience Targeting
Marketing Automation
Calendar Management
Content Management
Sentiment Analysis
Task Management
Customer Database
Social Media Integration
Live Chat
Email Tracking
CRM
Customer Social Profiles
Collaboration Tools
Engagement Tracking
Artificial Intelligence
Financial CRM Software 29 selected features Open category ↗ ⌄
Expense Tracking
Forecasting
Template Management
Relationship Tracking
Interaction Tracking
Access Controls/Permissions
Activity Tracking
Client Management
Collaboration Tools
Sales Reports
Email Management
CRM
Search/Filter
Email Marketing
Task Management
Document Management
Lead Management
Calendar Management
Customer Database
Campaign Management
Marketing Automation
Activity Dashboard
Territory Management
Contact Management
Pipeline Management
Lead Capture
For Financial Institutions
Financial Management
Artificial Intelligence
Nonprofit CRM Software 28 selected features Open category ↗ ⌄
Contact Management
Donation Tracking
Campaign Management
Interaction Tracking
Real Time Notifications
Email Marketing
Donor Management
Email Management
Web Forms
Access Controls/Permissions
Task Scheduling
Website Integration
Grant Management
Customer Database
Credit Card Processing
Membership Management
CRM
Accounting Integration
Event Management
Document Storage
Forms Management
Social Media Integration
Registration Management
Fundraising Management
Committee Management
Volunteer Management
Electronic Payments
Artificial Intelligence
CRM Software 30 selected features Open category ↗ ⌄
Referral Tracking
Mobile Access
Lead Qualification
Contact Database
Sales Pipeline Management
Territory Management
Quotes/Estimates
Customizable Fields
Calendar/Reminder System
Marketing Automation
Task Management
Interaction Tracking
Social Media Integration
Pipeline Management
Lead Capture
Forecasting
Contact Management
Email Management
Lead Generation
Workflow Management
Activity Dashboard
Internal Chat Integration
Segmentation
Alerts/Notifications
Document Storage
Lead Management
Reporting/Analytics
Data Import/Export
AI/Machine Learning
Artificial Intelligence
Connected Applications
Insightly CRM Integrations
Integration information is displayed only when approved integration products are available on the profile.
Gmail
Microsoft Outlook
Microsoft OneDrive for Business
Microsoft Teams
Google Workspace
Dropbox
HubSpot CRM
Mailchimp
Evernote Teams
QuickBooks Online
Slack
Zapier
Twilio
Zoom Meetings
DocuSign
Xero
PandaDoc
Pricing Information
Insightly CRM Pricing
Pricing type, currency, trial availability, payment frequency, destination links, and package-level starting prices.
Plus
$29
Per Month
Professional
$49
Per Month
Enterprise
$99
Per Month
Prices shown are profile information and may not include taxes, regional differences, introductory terms, usage limits, or add-ons. Confirm current plans on the vendor website.
Verified User Feedback
Write a Insightly CRM Review ↗
Insightly CRM Reviews
Approved reviews submitted through verified Google or LinkedIn reviewer accounts.
Joseph A.
IT Expert
Powerful CRM That Delivers Real Results
The CRM is reliable and very easy to use. The features are efficient and help me manage my work smoothly without any confusion. I honestly don’t have anything negative to say about Insightly, as it has been consistent and dependable in daily use.
Reviewed on April, 2024
Michele C.
Account Manager
An Excellent CRM Experience
The interface is clean and visually simple, which makes it comfortable for end users. It does take a little time to fully understand how to use all the features effectively, but once learned, it becomes very easy to work with.
Reviewed on April, 2024
Frequently Asked Questions
Insightly CRM FAQs
Answers generated from approved profile information, selected options, packages, integrations, support, training, deployment, and devices.
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
Professional
$49 Per Month
Enterprise
$99 Per Month
-
Insightly CRM supports the following payment frequencies:
- Monthly Subscription
- Yes, Insightly CRM offers an API.
-
Insightly CRM can be integrated with the following applications:
- QuickBooks Online , Xero , Mailchimp , Google Workspace , HubSpot CRM , Slack , Zoom Meetings , Twilio , PandaDoc , DocuSign , Gmail , Microsoft Outlook , Microsoft OneDrive for Business , Evernote Teams , Microsoft Teams , Zapier , Dropbox
-
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 , Mac
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