Insightly CRM Logo
Insightly CRM Logo
Insightly , Inc.

Insightly CRM

7.8 / 10
Category
Insightly CRM
7.8 / 10

What is Insightly CRM?

We designed Insightly as a simple to use yet powerful CRM system for small business. With integrations to Google Apps, Office 365, MailChimp, and major social media sites; great mobile apps for tablets and smart phones; and easy access to a REST API for custom integration, Insightly is the leading small business CRM.

Company Details


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Awards & Recognition

Insightly CRM won the following awards in the Customer Relationship Management - Small Business category

Insightly CRM Ratings

Real user data aggregated to summarize the product performance and customer experience.
Download the entire Product Scorecard to access more information on Insightly CRM.

85 Likeliness to Recommend

90 Plan to Renew

83 Satisfaction of Cost Relative to Value


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Emotional Footprint Overview

+89 Net Emotional Footprint

The emotional sentiment held by end users of the software based on their experience with the vendor. Responses are captured on an eight-point scale.

How much do users love Insightly CRM?

3% Negative
1% Neutral
96% Positive

Pros

  • Fair
  • Enables Productivity
  • Friendly Negotiation
  • Respectful

Feature Ratings

Average 85

Sales Management

86

Collaboration

86

Analytics and Reporting

85

Marketing Management

85

Activity and Workflow Management

85

Lead Management

85

Account and Contact Management

84

Quote Contract and Proposal

82

Customer Service Management

81

Mobile

81

Telephony and Call Center Management

79

Vendor Capability Ratings

Average 83

Ease of IT Administration

94

Breadth of Features

93

Product Strategy and Rate of Improvement

92

Availability and Quality of Training

90

Ease of Customization

89

Quality of Features

89

Ease of Implementation

88

Usability and Intuitiveness

87

Ease of Data Integration

85

Business Value Created

82

Vendor Support

81

Insightly CRM Reviews

Justin G.

  • Role: Sales Marketing
  • Industry: Media
  • Involvement: End User of Application
Validated Review
Verified Reviewer

Submitted Mar 2023

Perfect for busy sales manager and client outreach

Likeliness to Recommend

8 / 10

What differentiates Insightly CRM from other similar products?

Insightly has been helpful in helping us market to and manage our database of prospective students. Because using Insightly, we are now able to advertise to a larger pool of qualified individuals than ever before and to conduct our recruitment efforts more efficiently than ever. Thanks to Insightly, we've been able to network with current staff members to get in touch with prospective students and teachers.

What is your favorite aspect of this product?

For companies with a more conventional approach to sales, Insightly can be an invaluable marketing tool. It was probably too polished for our needs in an industry that relies so heavily on personal interaction to have been designed for a college admissions office. Although our institution has over 50 workers, only 7 used Insightly because of its narrow focus on admissions and marketing. However, Insightly would be highly valuable in a larger organization.

What do you dislike most about this product?

Strategic scheduling of follow-up emails allows for the seamless integration of feedback from several sources. The ability to receive confirmation that an email has been sent, regardless of who actually sent it.

What recommendations would you give to someone considering this product?

Since Insightly helped us to personalize messages and plan mailings without the participation of each staff member, we were able to spend less effort on outreach overall. Since the messages were tailored to each individual and distributed at irregular times, no one would suspect that they were pre-recorded.

Pros

  • Enables Productivity
  • Helps Innovate
  • Continually Improving Product
  • Reliable

Jonathan E.

  • Role: Finance
  • Industry: Banking
  • Involvement: End User of Application
Validated Review
Verified Reviewer

Submitted Mar 2023

Sales product for manufacturing our CRM business.

Likeliness to Recommend

10 / 10

What differentiates Insightly CRM from other similar products?

This institution setup environment may need some updates or search functions that do seem to work when we have to schedule our marketing management. It would also be nice to have an administrative function that shows in the system at any time. It has the great ability to use the knowledge base for technical and purchaser supply can be a great addition to the family also it can help with boarding and cross-training for new members of the team.

What is your favorite aspect of this product?

Insightly has great interacting with a real CRM agent because it has great conceivable potential to motion our marketing route to consumer sales trading. This platform has gave disentangle way to track our common marketing and sales management. The after-sales of Insightly CRM management have been Inconceivable. Amplifying to this CRM software is that we are able to intersect our automatic CRM technology which completes our needs of CRM sales marketing. Insightly revealed in its recent post that it is more difficult to acquire a new customer than to retain existing ones.

What do you dislike most about this product?

Insightly CRM application is not enhance for data assignment. Even if we can use work to alter some data in bulk, it may take many clicks to update some data points. Its custom signification is reformed but it cannot allow us to update data using an import at the level of some systems. Occasionally this administration runs a bit slow when larger reports are achieved. It has the defective adaptable with other software associate to the larger CRM platforms.

What recommendations would you give to someone considering this product?

Insightly CRM makes our work accessible and it is smooth to streamline the process and it has also saved us money along this procedure. Insightly CRM is recognized as a wonderful cloud-based tool that enables to manage all client relationships for sales, selling and client service. This is very attentive and sympathetic to defend our needs. Insightly was able to guide us when we converted from another system and then customize different features to assemble our needs.

Pros

  • Helps Innovate
  • Continually Improving Product
  • Reliable
  • Performance Enhancing

Kendra "Åri" v.

  • Role: Public Sector
  • Industry: Construction
  • Involvement: End User of Application
Validated Review
Verified Reviewer

Submitted Dec 2022

Insightly gives immense insights of your business.

Likeliness to Recommend

10 / 10

What differentiates Insightly CRM from other similar products?

Leading CRM software Insightly has native connectors with MailChimp, Office 365, Gmail, and other well-known programs. Utilize Insightly to track sales pipeline, manage client data, leads, and initiatives at every step of client relationships, and assess performance relative to your company's sales and operational targets.

What is your favorite aspect of this product?

With its user-friendly features and effective tools, Insightly CRM is a very dependable tool in and of itself that enables the user to take full advantage of every opportunity. Additionally, it is simple to link with other applications to increase overall productivity. It responds to consumers with lightning speed. The dashboard is a great feature. Visuals are excellent, and the ability to alter pipelines is quite beneficial.

What do you dislike most about this product?

The task of project management is rather straightforward. Insightly does not offer many of the visual views that the other CRM programs that I've evaluated have. This was a feature that I wished Insightly would include because I find it simpler to understand data when it is presented in a visual format.

What recommendations would you give to someone considering this product?

I haven't encountered any significant concerns in our use of Insightly. We formerly utilized a bizarre CRM that needed us to continually switch between windows and was constructed up of sheets. We can have all of our data in one place, arranged nicely in custom fields, using Insightly. I believe that the project page may use extra fields where users can provide essential information.

Pros

  • Helps Innovate
  • Continually Improving Product
  • Reliable
  • Performance Enhancing

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