Insightly

FREE TRIAL
FREE PLAN
SUBSCRIPTION
10+ YEARS
MOBILE APP
4 out of 5

About

Empower your business to build stronger customer relationships and drive sales growth with Insightly CRM. This comprehensive cloud-based solution offers a centralized hub for managing contacts, nurturing leads, and fostering seamless collaboration across your sales, marketing, and customer service teams. Insightly provides insightful sales pipeline visualization, robust reporting tools, and efficient task management – all in a user-friendly and mobile-accessible platform designed to optimize your team’s productivity and empower data-driven decision making.

Features

  • Sales Pipeline Management
  • Automated Workflows
  • CRM Integration
  • Customizable Dashboards
  • Email Tracking and Insights
  • Web-to-Lead Capture Forms
  • Reporting and Analytics
  • Goal Setting and Tracking
  • Project Management
  • Task Management and Collaboration
  • Mobile App
  • Open API
  • Third Party Integrations

Available On

Web Browsers
Apple Store
Google Play
API

Pricing Information

Cards

Refund Policy

Insightly does not issue refunds.
Free Tier
Free Forever
Up to 2 users,
Up to 2,500 records,
5 email templates,
10 emails per day,
2 custom fields.
Free Trail
Lead management,
Automated, customized emails,
Email templates,
Web-to-lead capture,
Kanban view.
Paid Plans
Plus ($29 Per Month)
Native Marketing and Service integration,
Real-time connector to Marketing,
Contact and organization management,
Opportunity management,
Customizable sales processes.
Professional ($49 Per Month)
Task management,
Relationship linking: contacts, organizations,
Batch update records,
Attach files from the cloud,
Custom queues.
Enterprise ($99 Per Month)
Insightly mobile app,
Real-time data synchronization,
Mobile business card scanning,
Mobile contact and calendar integration,
Mobile voice notes.

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CTPG2 Rating
Quality
Support
Usability
Value for money

Overview

Overall (0 out of 5)

Online Reviews

Herow Score

Herow Score: 
4.1 out of 5

Our editor's opinion about Insightly

Insightly is a solid choice for small to midsize businesses looking for an affordable, user-friendly CRM solution. Its intuitive interface makes it easy to get up and running quickly, while the mobile app provides convenient access on-the-go. Insightly offers a robust set of features like project management, lead tracking, and email integration that help streamline sales and marketing processes. Although customer support could be improved, the platform's extensive knowledge base and over 2,000 third-party app integrations make it a versatile tool for teams looking to centralize customer data and boost productivity. Overall, Insightly provides an attractive balance of functionality and value for small businesses seeking to enhance customer relationships and drive growth.
Quality
4 out of 5
Support
4 out of 5
Pricing
4.5 out of 5
User Interface
4.5 out of 5
AI Assistance
3 out of 5
Integrations
4.3 out of 5