15 years helping Canadian businesses
choose better software

What Is Insightly?

Insightly is the modern, affordable CRM that teams love. It’s easy to use, simple to customize, and scales with companies as they grow, solving common pain points that legacy CRMs can't. Powerful in any vertical, Insightly CRM customers can add companion products for marketing automation, customer service, and integrations in the same platform. Insightly is trusted by more than a million users worldwide.

Who Uses Insightly?

Fast-growing businesses in every vertical who want a cloud-based, powerful, affordable, scalable CRM.

Where can Insightly be deployed?

Cloud-based
On-premise

About the vendor

  • Insightly
  • Located in San Francisco, US
  • Founded in 2010

Insightly support

  • Phone Support
  • Chat

Countries available

Australia, Canada, China, Germany, India and 4 others

Languages

English, French, Portuguese, Spanish

Insightly pricing

Starting Price:

US$29.00/month
  • Yes, has free trial
  • Yes, has free version

Insightly has a free version and offers a free trial. Insightly paid version starts at US$29.00/month.

Pricing plans

About the vendor

  • Insightly
  • Located in San Francisco, US
  • Founded in 2010

Insightly support

  • Phone Support
  • Chat

Countries available

Australia, Canada, China, Germany, India and 4 others

Languages

English, French, Portuguese, Spanish

Insightly videos and images

Insightly Software - Key Metrics Dashboards
Insightly Software - Flexible Sales Pipelines
Insightly Software - Manage relationships
Insightly Software - Customers, vendors and employees in one place
Insightly Software - Mobile flexibility
View 6 more
Insightly video
Insightly Software - Key Metrics Dashboards
Insightly Software - Flexible Sales Pipelines
Insightly Software - Manage relationships
Insightly Software - Customers, vendors and employees in one place
Insightly Software - Mobile flexibility

Features of Insightly

  • Activity Dashboard
  • Alerts/Notifications
  • Appointment Scheduling Software
  • Assignment Management
  • Batch Processing
  • Calendar/Reminder System
  • Campaign Management Software
  • Collaboration Tools
  • Commenting/Notes
  • Contact Database
  • Contact Management Software
  • Customer Database
  • Customizable Fields
  • Customizable Reports
  • Customizable Templates
  • Data Import/Export
  • Document Storage
  • Email Management Software
  • Email Marketing Software
  • For Insurance Industry
  • Forecasting
  • Interaction Tracking
  • Lead Capture Software
  • Lead Distribution
  • Lead Generation Software
  • Lead Management Software
  • Lead Nurturing Software
  • Lead Qualification
  • Lead Segmentation
  • Marketing Automation Software
  • Mobile Access
  • Opportunity Management
  • Performance Metrics
  • Pipeline Management
  • Prioritization
  • Project Tracking Software
  • Quotes/Estimates
  • Reporting/Analytics
  • Sales Activity Management
  • Sales Forecasting Software
  • Sales Pipeline Management
  • Sales Reports
  • Search/Filter
  • Segmentation
  • Shared Contacts
  • Task Editing
  • Task Management Software
  • Third-Party Integration
  • Third-Party Integrations
  • Workflow Management Software

Alternatives to Insightly

Intuitive. Customizable. Powerful. Claritysoft CRM is designed to be easy to use without sacrificing power and functionality. Learn more about Claritysoft CRM
Sell, bill and organise work in one place. 66.000+ users work smarter with Teamleader's work management software.
A visual collaboration tool that creates a shared perspective for your team on any project in a fun, flexible, and rewarding way.
Finally, manage your business stress-free, stay top-of-mind, and sell confidently.
Nimble is the simple, smart CRM for Office 365 & G Suite that works for you and your team -- everywhere you work.
Build around the customer with AI-powered apps to create amazing experiences.
monday.com is a cloud Work OS, where teams run their projects and everyday work, whether they are in the office, home or on-the-go. Learn more about monday.com
DealCloud is a data-powered platform delivering vertical-specific solutions for financial services firms.

Reviews of Insightly

Average score

Overall
4.0
Ease of Use
4.0
Customer Service
3.8
Features
3.9
Value for Money
4.0

Reviews by company size (employees)

  • <50
  • 51-200
  • 201-1,000
  • >1,001
Jennifer
Jennifer
Vice President business development in US
Verified LinkedIn User
Insurance Software, 51–200 Employees
Used the Software for: 1+ year
Reviewer Source

Affordable CRM with the features you need

5.0 9 months ago

Comments: Has all the features a business needs like ease of use, robust reporting & customizations without the high cost that comes other well known CRMs

Pros:

The ease of onboarding & use. Ability to customize without having to use a developer

Cons:

Nothing. All the features we needed, Insightly has.

Alternatives Considered: Friday and HubSpot CRM

Reasons for Choosing Insightly: Affordability. Ease of customization

Switched From: Salesforce Sales Cloud

Reasons for Switching to Insightly: Cost, features, willingness to sign a business associate agreement (healthcare)

Jamie
Head of Growth in UK
Computer Software, 11–50 Employees
Used the Software for: 6-12 months
Reviewer Source

Decent CRM but requires discipline

4.0 3 weeks ago New

Comments: Insightly was being used for various marketing and sales data processing and activation tasks when I joined, and the account was a real mess because there was little control over who could edit which fields. As a result, no-one was following a consistent lead and opportunity management process, things like date fields became a nightmare because when exporting leads, some appeared to be using US date format and some using UK format, so identifying recent leads & opps was tricky.

Pros:

The sales pipeline views were good because you could have lots of different pipeline views with filters and segmentation options applied without having to add them every time. It was easy to see pipeline value, create new fields and to move opps from one stage to another. Equally it was great for setting up automated email follow ups from demos and integrate with lots of other tools.

Cons:

The lack of user management and access customisation means it is too easy to let poor spiral out of control and ruin your data. Equally the dashboards/Reports section really needs work as it’s unnecessarily difficult to create reports and dashboards for very simple metrics.

Insightly Response

3 weeks ago

Hey Jamie! Thanks for your review. Glad to know you see the significant power of Insightly, when configured correctly, to support your team. We would love to learn more about your concerns regarding user management and customization as several options are available based on your plan level. Please reach out to me or [email protected] with discuss.

Matthew
Head of Client Engagement & Services in UK
Management Consulting, 11–50 Employees
Used the Software for: 2+ years
Reviewer Source

Insightly highs and lows

3.0 2 years ago

Pros:

It is relatively intuitive easy to customise, easy to align to specific business needs.

Cons:

Effective linkage of the databases that sit behind the product. If i log an activity for a against a contact that is part of an organisation, that activity will not be visible under the organisation. This is a big miss. There needs to be total linkage between all databases that sit within the system. There should be a hierarchy from Organisation to Contact to Project to Opportunity etc etc. This causes significant issues when trying to track client experience. Reporting No reports are drillable - they are simply static reports limiting their use. I constantly find myself needing to export a report to Excel so I can build a pivot table to effectively use it. User interface The user interface is very old fashioned and clunky. This is not just a statement about look and feel. When i create a report i get a list of objects with certain data that changes on a regular basis. So I need to select the item from within the report and change the value. But I cant do this quickly from within the report. I need to click on the item which then loads a separate page for the record. Then I need to click into that record which show all of the fields for the entire record. Then I need to click on the field in question, change it and then save it. I then need to close that page down and go back to the report page and refresh the page before this change is visible. This is a terrible UI and UX for a modern product today that is now significantly behind the the currently expected standard.

Ethan
VP in US
Construction, 11–50 Employees
Used the Software for: 1+ year
Reviewer Source

Good Competitor Product

4.0 3 months ago

Pros:

Fairly easy to setup. The adoption rate is slow because a lot of apps are not available for it especially in an industry that is newer.

Cons:

Objects do not talk to eachother making reporting extremely difficult

Alternatives Considered: Salesforce Sales Cloud and Buildertrend

Reasons for Choosing Insightly: Marketsharp was very limited on what it could do and report on.

Switched From: MarketSharp

Reasons for Switching to Insightly: The cost and customizability was more affordable at the time.

Nancy
Program Specialist in US
Nonprofit Organization Management, 2–10 Employees
Used the Software for: 2+ years
Reviewer Source

Insightly Works GREAT for our Org

5.0 last month New

Comments: We have evolved from the early days of our organization and Insightly has evolved with us. As we learn its capabilities, we continue to find functions and create objects that increase our efficiency every day.

Pros:

We have used Insightly for 8 years now and it has been so user-friendly to build our Program database. From the customizable fields to the reporting features, it does everything we need for it to do. Insightly has helped us to streamline our processes, making our mission easier to manage every day. And the reporting features have allowed us to provide every kind of data to generous supporters who in turn donate to our mission.

Cons:

To get some of the features we are using today, the cost has increased significantly.

Insightly Response

last month

Hey, Nancy! It's awesome to hear how Insightly has been rocking it for your organization for 8 years! Sounds like we've managed to truly partner with your team in building and managing your business. Streamlining processes and making your mission more manageable every day? That's what I call a win! Thanks for sharing your experience—it's super helpful for folks looking for a CRM that can keep up with their growth.