Insightly Review - why 4 stars?

Shlomi Lavi / updated: Mar 07, 2023

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What is Insightly?

Insightly is a cloud-based customer relationship management and project management solution designed for small and medium-size businesses. The solution core features include lead management, project management, and contact management solution and more.

The solution helps the users build relationships, accelerate sales, generate quotes and deliver projects and more. It integrates with several third-party apps including Gmail, Outlook plugins, Xero and Microsoft Office 365 and more.

Project management feature helps the user manage projects and delivery, track milestones, manage processes as well as integrate with external systems to ensure there is on-time project delivery. The user can benefit from the customer relationship feature to grow strong relationships with their customers as well as improve sales. It offers contact management, lead management, email tracking, and call management capabilities.

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Who is it best for?

Insightly was designed specifically with small businesses in mind: businesses with few sales, and small number of customers and employees. That said, when taking into account the simplistic approach in the design, integration with Google apps, and the rapid development of new features, the tool ended up becoming valuable to even medium-sized businesses that have more employees and a bigger number of customers.

Freelancers, non-profit organizations and mid-size businesses will surely see the use of Insightly invaluable. This CRM service could be ideal for growing companies in industries like accounting, outsourcing, education, grocery, manufacturing, technology and real estate.

Companies currently using this service are Iron Horse Brewery, Centercode, Warwick Mills, Acumen Learning, BECA, Blue Lake Off-Road, BrightHill Group, Cariad Marketing.

Main features and functionalities

Insightly can help you improve your relationship you have with your customers by allowing you to properly organizing data collected from them in a way that allows you to better understand their situation. With the Built-in project management functions, tasks and milestones can bet set to interact with customers, following a particular agenda with the ultimate goal to eventually make a sale.

This cloud based software allows tracking opportunities and better management of your marketing campaigns aimed at automating and even increasing sales.

What is the actual cost?

Insightly CRM offers three plans starting from $29. The different plans are Plus, Professional, and Enterprise. All plans are billed annually.

• Plus- Cost $29 per user per month.

• Professional- Cost $49 per user per month.

• Enterprise- Cost $99 per user per month.

ITQlick pricing score is 2 out of 10 (10 is most expensive). Access ITQlick pricing guide for Insightly. You can also find here pricing information from Insightly's website.

Pros

• Insightly CRM is a robust customer relationship management solution with several features
• The platform supports the building and deployment of custom apps, a feature that none of its top alternatives offer
• Free subscription option available
• Insightly CRM has an intuitive user interface and is easy to navigate
• Insightly supports Latin American Spanish, Portuguese, French and German

Cons

• The project management features on Insightly CRM are basic compared to its top alternatives
• Integrations and extensions are sometimes difficult to set up

How it stacks up?

Access a head to head analysis of Insightly vs alternative software solutions.

Frequently Asked Questions (FAQs)

Is Insightly right for you or your business?

Insightly CRM is a cloud-based customer relationship management solution that serves small, midsize, and large-scale businesses across several sectors such as education, financial services, nonprofits, eCommerce, transportation, etc. Over 25,000 companies run on Insightly CRM, and some notable examples include Vitajoy, Knightscope, and Agrando.