Overview
Product Information on Insightly CRM
What is Insightly CRM?
Insightly CRM Pricing
Overall experience with Insightly CRM
“Effective CRM Solution for Small Teams With Minimal Data Analysis Features”
“Insightly CRM: Bridging CRM and Project Management Capabilities”
About Company
Company Description
Insightly is a contemporary customer relationship management (CRM) business that aims to assist companies of different sizes in forming enduring customer connections and enhancing growth. Insightly's ready-to-go functionalities let users adjust their experience for every customer interaction role. The services provided by Insightly are simple to use, easy to initiate, highly modifiable to different industries, promising speedy time to value at a reduced total cost of ownership. Since its establishment in 2009 in San Francisco, Insightly has received funding across several rounds from a variety of venture capital firms such as Emergence Capital Partners, Cloud Apps Capital Partners, and Sozo Ventures.
Company Details
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A Snapshot of What Matters - Based on Validated User Reviews
Reviewer Insights for: Insightly CRM
Deciding Factors: Insightly CRM Vs. Market Average
Performance of Insightly CRM Across Market Features
Insightly CRM Likes & Dislikes
It's really easy to learn to use, and is good since our departments make up our smaller work forces, compared to our operational teams. It's simple, and not in a bad way, there's little clutter and that helps with focus. Very good for small teams.
I can list 3 aspects: 1) Seamless integrations with popular tools such as Gmail, MS Office, etc, which makes it easy to sync data and manage workflows. 2) Combination of CRM and project management capabilities to allow me and other users to manage leads, track tasks, oversee project progress... al in one place. 3) Ease of use and accesibility.
The interface is clean and modern, making it very easy to work with. The project management tool has saved us money, as we no longer need a separate solution for this.
It's got some limits, and we slowly move past it as we develop new needs. It also doesn't have extensive customization, and it does have some limits to tools and options that are semi normal. It does not mine data at a high level for interpretation, but does offer some lenses to look through. Not much to complain about except nuances and limits.
A few negative aspects I can highlight are: 1) Limited customization, the options it offers in this regard are quite basic. 2) Occasional perfomance issues when working with larger datasets, which cause slowdowns. 3) Basic reporting and analysis capabilities. 4) Some features, such as guided selling, advanced automation, AI-driven insights are either missing or undeveloped compared to its competitors.
Can get expensive if you decide to use the advanced features, but we have not run into this yet.
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Insightly CRM Reviews and Ratings
- National Sales Manager50M-1B USDTransportationReview Source
Effective CRM Solution for Small Teams With Minimal Data Analysis Features
This is an excellent modern CRM, or customer relationship manager. Insightly is fully capable of bolstering any company size, from small to large. And for a very affordable price, with intuitive handling. We were very happy with the efficacy and the price. Overall a top leader in CRM tech and services. - Manager, Customer Service And Support<50M USDManufacturingReview Source
Customizable Workflows Offer Flexibility, Though Advanced Features Raise Expenses
We purchased Insightly just over a year ago to fulfill our need for a CRM tool, and it has been fantastic. The built-in project management function has saved us money as we do not need another application for this and the customizability of the workflows and functions has allowed us to tailor the product to our needs. - Business Development Associate<50M USDSoftwareReview Source
Comprehensive Integrations Simplify Workflow
Easy to navigate, tailor views and manage workflows. It also does project management and tracking which is a handy feature - SALES MANAGER<50M USDManufacturingReview Source
Insightly Features Intuitive Design and Simple Automation for Smaller Teams
Insightly offers a clean, intuitive CRM that's ideal for small and mid sized organizations, we unfortunately outgrew the platform but starting out it served us well. - IT Manager1B-10B USDServices (non-Government)Review Source
Minimal Training Kick-Starts User Engagement
Intuitive design makes it easy for teams to get started with minimal training.