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Insightly

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SoftwareWorld Editorial Review

Why SoftwareWorld Chooses Insightly

"Growing teams often turn to Insightly when they need a straightforward way to manage customer relationships and keep projects moving. It works well for businesses that want their sales and project work connected in one place rather than spread across separate tools. Smaller and mid-sized teams tend to find it easy to get started with. That said, larger organizations with complex sales processes may find the customization options a bit limited as their needs grow."
SoftwareWorld Review Team
SoftwareWorld Highly Recommended 2026
Decision Snapshot

Insightly Evaluation Snapshot

Review the most important product facts, official access information, and SoftwareWorld’s page-level trust standards in one place.

User RatingNot rated yet
Starting Price$29 / user
Free TrialAvailable
Free VersionNot available
APINot available
DeploymentCloud Hosted
HeadquartersUnited States
✎
Buyer Contribution

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Product Overview

Insightly Overview

Product description, media, company details, support, training, deployment, customer size, languages, and industries.

About Insightly

Insightly is a powerful customer relationship management (CRM) software designed to help businesses manage customer interactions and enhance their sales processes. This comprehensive platform offers tools for managing contacts, tracking leads, automating workflows, and generating reports, ensuring that organizations can effectively nurture relationships throughout the customer journey. With its intuitive interface, users can easily access customer information, schedule follow-ups, and analyze sales performance in real time. Insightly provides robust reporting capabilities that deliver valuable insights into customer behavior, sales trends, and overall business performance, enabling data-driven decision-making. By improving collaboration among teams and enhancing communication with customers, Insightly empowers organizations to boost customer satisfaction, drive sales growth, and improve overall business effectiveness, making it an essential tool for modern sales teams.
Company Insightly
Founded 2010
Headquarters United States
Employees 101-500

Support

Email Phone Chat Knowledge Base FAQs/Forum

Training

Live Online Webinar Documentation Videos

Licensing & Deployment

Proprietary Cloud Hosted Web-Based iPhone Android

Typical Customers

Self-Employed Small-Business Midsize-Business
Languages Supported 1 language available
English
Industries Served 3 industries available
Financial Services Hospital & Health Care Manufacturing

Why Choose Insightly

Problem it Solves

  • Problem it Solves Streamlining Project Management And CRM For Small To Medium-sized Businesses

Target Users

  • Target Users Small Business Owners
  • Target Users Sales Teams
  • Target Users Marketing Professionals
  • Target Users Project Managers
  • Target Users Customer Service Teams

Core Use Case

  • Core Use Case Manage Customer Relationships
  • Core Use Case Track Sales Opportunities
  • Core Use Case Automate Marketing Campaigns
  • Core Use Case Streamline Project Management
  • Core Use Case Analyze Business Data

USP

  • USP Streamline Your Business With Insightly's Intuitive CRM Solutions

Pros

  • Pros Clean interface makes onboarding new sales reps genuinely painless
  • Pros Project management built directly into CRM saves switching between tools
  • Pros Contact relationship linking shows how people connect across organizations
  • Pros Pipeline visibility gives managers a clear snapshot without extra reports
  • Pros Native integrations with Gmail and Outlook work without much configuration
  • Pros Affordable entry-level pricing makes it accessible for smaller teams
  • Pros Mobile app handles field updates reliably without constant syncing issues

Cons

  • Cons Workflow automation builder struggles with more complex conditional logic
  • Cons Reporting depth falls short for analytics-driven sales teams
  • Cons Pricing tier jumps catch growing teams off guard
  • Cons Mobile experience feels noticeably stripped down versus the desktop
Editorial Buyer Guidance

Who Is Insightly Best For?

Review the buyer problem, target users, practical use cases, and product differentiator identified by the SoftwareWorld review team.

Problem It Solves

Streamlining Project Management And CRM For Small To Medium-sized Businesses

Target Users

  • Small Business Owners
  • Sales Teams
  • Marketing Professionals
  • Project Managers
  • Customer Service Teams

Core Use Cases

  • Manage Customer Relationships
  • Track Sales Opportunities
  • Automate Marketing Campaigns
  • Streamline Project Management
  • Analyze Business Data

Unique Selling Point

Streamline Your Business With Insightly's Intuitive CRM Solutions

Strengths and Limitations

Insightly Pros & Cons

Consider the practical advantages and limitations identified through SoftwareWorld's product assessment.

+

Pros

  • Clean interface makes onboarding new sales reps genuinely painless
  • Project management built directly into CRM saves switching between tools
  • Contact relationship linking shows how people connect across organizations
  • Pipeline visibility gives managers a clear snapshot without extra reports
  • Native integrations with Gmail and Outlook work without much configuration
  • Affordable entry-level pricing makes it accessible for smaller teams
  • Mobile app handles field updates reliably without constant syncing issues
!

Cons

  • Workflow automation builder struggles with more complex conditional logic
  • Reporting depth falls short for analytics-driven sales teams
  • Pricing tier jumps catch growing teams off guard
  • Mobile experience feels noticeably stripped down versus the desktop
Category-Based Capabilities

Insightly Features

Each category combines the selected software category, its category-specific description, and the features assigned to that category.

Contact Management Software 26 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
Online CRM Software 33 selected features Open category ↗ ⌄
Customizable Templates Sales Trend Analysis Calendar Management Lead Capture Workflow Management Interaction Tracking Opportunity Management Performance Metrics Email Management Pipeline Management Calendar Sync Email Marketing Task Management Forecasting Campaign Management Contact Management Document Storage Social Media Integration Collaboration Tools Sales Reports Web-based Deployment Lead Management Internal Chat Integration Lead Generation Lead Qualification Marketing Automation Quotes/Estimates Referral Tracking Reporting/Analytics Territory Management Deal Management Lead Nurturing Role-Based Permissions
Lead Management Software 28 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
Social CRM Software 29 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
Task Management Software 30 selected features Open category ↗ ⌄
Task Scheduling Task Editing/Updating Task Progress Tracking Commenting/Notes Calendar Management Real Time Notifications Gantt/Timeline View Create Subtasks Gamification Activity Tracking Prioritization Collaboration Tools To-Do List Project Planning Reporting/Analytics Document Management Task Board View Alerts/Notifications Assignment Management Status Tracking Email Management Recurring Tasks Project Tracking Time Tracking Task Tagging Deadline Management File Management Spreadsheet View Parent Task Search/Filter
Nonprofit Project Management Software 11 selected features ⌄
Task Management Collaboration Tools Approval Process Control Resource Allocation & Planning Activity Dashboard Customizable Templates Gantt/Timeline View Mobile Access Kanban Board For Nonprofits Calendar Management
Sales Force Automation Software 17 selected features Open category ↗ ⌄
Email Marketing Campaign Management Pipeline Management Lead Management Lead Capture Referral Tracking Sales Activity Management Performance Metrics Third-Party Integrations Customer Database Territory Management Activity Dashboard Forecasting Contact Management Task Management Opportunity Management Customizable Fields
Sales Forecasting Software 20 selected features Open category ↗ ⌄
Pipeline Management Lead Management Workflow Management Data Visualization Contact Management Contact Database Data Import/Export What If Scenarios Graphical Data Presentation Activity Tracking Statistical Analysis Forecasting Sales Reports Dynamic Modeling Customizable Reports Opportunity Management Alerts/Notifications Budgeting/Forecasting Modeling & Simulation Lead Capture
Sales Tracking Software 17 selected features Open category ↗ ⌄
Sales Pipeline Management Lead Management Reporting/Analytics Appointment Scheduling Task Management Interaction Tracking Alerts/Notifications Customizable Reports Activity Dashboard Commenting/Notes Third-Party Integrations Data Import/Export Lead Scoring Document Management Email Templates Call Logging Search/Filter
CRM Software 28 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
Connected Applications

Insightly Integrations

Integration information is displayed only when approved integration products are available on the profile.

Showing 8 of 15 integrations
Pricing Information

Insightly Pricing

Pricing type, currency, trial availability, payment frequency, destination links, and package-level starting prices.

Pricing Type Per User
Preferred Currency USD ($)
Free Trial Available
Free Version Not available
Payment Frequency Monthly Subscription
Plus
$29 Per User
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.

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Frequently Asked Questions

Insightly FAQs

Answers generated from approved profile information, selected options, packages, integrations, support, training, deployment, and devices.

Insightly is a powerful customer relationship management (CRM) software designed to help businesses manage customer interactions and enhance their sales processes. This comprehensive platform offers tools for managing contacts, tracking leads, automating workflows, and generating reports, ensuring that organizations can effectively nurture relationships throughout the customer journey. With its intuitive interface, users can easily access customer information, schedule follow-ups, and analyze sales performance in real time. Insightly provides robust reporting capabilities that deliver valuable insights into customer behavior, sales trends, and overall business performance, enabling data-driven decision-making. By improving collaboration among teams and enhancing communication with customers, Insightly empowers organizations to boost customer satisfaction, drive sales growth, and improve overall business effectiveness, making it an essential tool for modern sales teams.

  • No, Insightly does not offer a free version.

  • Yes, Insightly offers a free trial.

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

  • Insightly offers the following pricing plans & packages:

    Plus

    $29 Per User

    Professional

    $49 Per Month

    Enterprise

    $99 Per Month

  • Insightly supports the following payment frequencies:

    • Monthly Subscription

  • No, Insightly does not offer an API.

  • Insightly can be integrated with the following applications:

    • QuickBooks Online , Xero , Mailchimp , HubSpot CRM , Slack , Twilio , PandaDoc , Google Drive , DocuSign , Gmail , Microsoft Outlook , Evernote Teams , Microsoft Teams , Zapier , Dropbox

  • Insightly offers support with the following options:
    • Email , Phone , Chat , Knowledge Base , FAQs/Forum

  • Insightly offers training with the following options:
    • Live Online , Webinar , Documentation , Videos

  • Insightly supports the following languages:
    • English

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

  • Insightly supports the following deployment:
    • Cloud Hosted

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