Deployment
Best for
Overview
Insightly is a modern, scalable customer relationship management software for businesses of all sizes. Connecting with customers and creating exceptional experiences is accessible with the Insightly online CRM tool. The CRM system facilitates marketing automation, lead management, and project management allowing businesses to become efficient in CRM strategies. The software is easily customizable and is designed with robust security. Real-time insights and support for mobile apps allow users to track customer interactions on the go.
This easy-to-use CRM software is available in 3 plans - plus, professional, and enterprise. The software offers a free trial.
At a glance
Industries served, licensing and the support Insightly provides.
Review analytics
What users say
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What reviewers mention most
“Insightly is marketing automation to create personalised marketing campaigns, and automate business processes.”
“Insightly has increased productivity of our organization as a whole”
In our company PleasingCare, we use Insightly as our CRM software. This user-friendly platform has been a part of our team for three years. It is the best tool yet that aided us in data organization and accomplishing distinct tasks and workflows that, in turn, led to increased productivity of our organization as a whole. And by using it daily to secure accuracy in the work, we have come to observe the pros and cons of using the same.
“It's best for us because it offers not just CRM-specific functionality but also project management functions.”
We Inyouths LED Mirrors use Insightly because it is user-friendly and thorough. Insightly has become a market leader for developing enterprises. The UI is vibrant and easy to use, allowing you to construct graphs and charts that can be simply exported to impress investors and key stakeholders. Even better, it's quite simple to master — we tried it ourselves and can attest that it's a breeze! Its ability to interact with a wide range of third-party apps – including Microsoft programs, Xero, Google Apps, Quickbooks, Mailchimp, Slack, Evernote, and many others – makes it a versatile system with a broad range of applications. You can also use Insightly's sophisticated API to personalize everything.
“Insightly for the win”
“Well crafted and always improving”
“Very positive feedback”
Pros: It is having a very basic system, which is all we need.
Cons: The format can be configured to an extent, but not fully customizable.
“A great piece of software”
Pros: Very integrateable with G suite which as an agency we use a lot for the drive and calendar features etc.
Cons: Not very customizable
Overall Experience: A great piece of software which gets the job done and beyond. It would be nice if it was more custom for the user.
Capabilities
The full feature set, grouped by module.
Plans
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