Overview
Product Information on Insightly CRM
What is Insightly CRM?
Insightly CRM Pricing
Overall experience with Insightly CRM
“Insightly Features Intuitive Design and Simple Automation for Smaller Teams”
“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
Key Insights
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 was easy to use and adopt with the team, had intuitive pipeline visualization and task automation.
Read Full ReviewI 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.
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Reporting and dashboards are somewhat limited compared to competition, not ideal for enterprise-scale automation.
Read Full ReviewA 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.
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Peer Discussions
Insightly CRM Reviews and Ratings
- 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. - BUSINESS DEVELOPMENT1B-10B USDManufacturingReview Source
Unlocking Sales Success with Modern CRM Platform
A modern, scalable customer relationship management platform for enhanced monitoring of sales pipeline - PRD ENG ANALYST50M-1B USDBankingReview Source
An Inside Look at Insightly CRM's Robust and User-friendly Features
I used insightly crm for one of my clients. He specifically asked for it as he has good experience with the team in the past. After starting to use this for the client's project, it's been a very positive experience. This platform provides robust crm solutions which helped to streamline our many customer relationship management processes. This platform is very user friendly and it lets us effectively manage the contacts, track the communication and collaborate with our team. - OPERATIONS MANAGER50M-1B USDConsumer GoodsReview Source
Streamlining Work and Enhancing Organization with Insightly
Insightly makes our daily work easier and allows us to customize it to track our orders effectively. It can easily connect with other business tools which helps us stay organized. The best part is how it keeps our whole team on the same page from design to production.