TrustRadius: an HG Insights company

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    Overview
    ProductRatingMost Used ByProduct SummaryStarting Price

    Insightly

    Score7.4 out of 10
    N/AInsightly is presented as a modern, affordable CRM that is easy to use, simple to customize, and that scales with companies as they grow, designed to solve common pain points that legacy CRMs can't. Available in any vertical, Insightly CRM customers can add companion products for marketing automation, customer service, and integrations in the same platform. Insightly has more than a million users worldwide.

    $348

    per year per user

    Pricing
    Insightly
    Editions & Modules
    Plus
    $29
    per month (billed annually) per user
    Professional
    $49
    per month (billed annually) per user
    Enterprise
    $99
    per month (billed annually) per user
    Offerings
    Pricing Offerings
    Insightly
    Free Trial
    Yes
    Free/Freemium Version
    No
    Premium Consulting/Integration Services
    Yes
    Entry-level Setup FeeNo setup fee
    Additional Details—
    More Pricing Information
    Community Pulse
    Insightly
    Considered Both Products
    Unbounce
    Chose Insightly
    I did not select Insightly for our company as I am a user but not a decision maker, but compared to Chronus, Insightly is a much more organized CRM. Chronus also had technical issues that slowed or prevented our work, and I have rarely run into that in my time using Insightly.
    Incentivized
    Chose Insightly
    Insightly has just worked much better. The thing about Insightly that really sets it apart is the email linking. Having the ability to read all of the emails sent and received during the project let's you see the full story of the projects inception to its completion. …
    Incentivized
    Chose Insightly
    I have forgotten the names of the softwares because we did the scoping over a year ago, but insightly was the best by far for our needs. The other two were focused on a different side of property services and had a lot of features that were not applicable. Without insightly, we …
    Incentivized
    Chose Insightly
    Insightly is significantly better than Zendesk. It is easy to use, pleasant to look at, and makes sense. However, I don't think Insightly is fair now compared to Salesforce. Insightly can do many of the same things as Salesforce, but I've only started on some of these features. …
    Incentivized
    Chose Insightly
    Didn't have the same way to generate reports and targets.
    Incentivized
    Chose Insightly
    Insightly is much easier to use and better for a small business.
    Incentivized
    Chose Insightly
    I did not select Insightly; my executive team selected Insightly. I would rate Insightly below any other CRM or marketing platform I've used based on its inefficiencies, lack of intuitive work processes, poorly functioning mobile app, and even the design, which is not appealing …
    Incentivized
    Chose Insightly
    Insightly can be easily navigated and is straightforward. Based on my experience, it is more intuitive, and the menu buttons are self-explanatory, unlike the Salesforce I have experienced. There are just a lot of buttons to click from, or sometimes, it could be a drop-down box …
    Incentivized
    Chose Insightly
    These have higher prices and offer more extensive products we wouldn't utilize at our growth stage.
    Incentivized
    Chose Insightly
    I moved jobs and my new employer uses Insightly.
    Incentivized
    Chose Insightly
    I find them superior for what they do.
    Insightly does a better job on managing marketing lists
    Incentivized
    Chose Insightly
    Not too sure sorry, I have not used any other CRMs. We do use platforms such as Monday to track our workflows, we find it a lot easier to track actions as a whole. However Insightly does store details and information regarding our clients a lot better then Monday would.
    Incentivized
    Chose Insightly
    Insightly was easy to customise and allows for us to have fields in our CRM that are relevant to us. Workflow management and marketing is better on other platforms
    Incentivized
    Chose Insightly
    HubSpot‘s interface is much cleaner and easier to use in my opinion. I did not like working within Salesforce.
    Incentivized
    Chose Insightly
    We mainly selected Insightly for ease of use for end users and its ability to allow us to customize.

    Once we had it, we began to see all of the other things (already mentioned) that were great about it.
    Incentivized
    Chose Insightly
    We’re looking to use a simple CRM that can fulfill our needs for a CRM. We needed to manage our Pipeline and Opportunities in a simple and easy format, that the entire team could utilize on a daily basis and Dashboard that were useable and changeable to our needs. Insightly has …
    Incentivized
    Chose Insightly
    Not quite as capable as SalesForce, but much better suited for smaller companies, since SF cannot quite compete at the same price level.
    Incentivized
    Chose Insightly
    I have had experience with other tools and the Insightly support is far better than my experience with the other tools. Support and training are critical when it comes to the adoption of a new tool within an organization. Insightly very much values their partnerships and …
    Incentivized
    Chose Insightly
    Much smaller job to set up initially, simpler to use.
    Incentivized
    Chose Insightly
    The Insightly Marketing app is more flexible than Mailchimp, and we love how it's integrated with Insightly's tags.
    Incentivized
    Chose Insightly
    Has all the features a business needs like ease of use, robust reporting & customizations without the high cost that comes other well known CRMs
    Incentivized
    Chose Insightly
    Insightly can stand on the same line with these other powerful crms. I selected insightly because they are a great value CRM with all the features from the big competition in terms of customisation. They are a powerful software that keeps up with the Joneses but does it at a …
    Incentivized
    Chose Insightly
    Salesforce was always confusing to use, and quite a mess. Companies that I worked at in the past had to invest a significant amount of time creating a Salesforce portal or skin to actually make it usable by the sales representatives. Even then, integration was always a bit …
    Incentivized
    Chose Insightly
    Insightly has far more modern applications than GoldMine. It allows for more customizations. Our reports are nicer looking and it seems much more user friendly. Insightly also seems to be more than just sales focused. GoldMine seemed to really be geared more towards a sales …
    Incentivized
    Chose Insightly
    Insightly is by far best Crm ive used , very clear and spot on with organization and simplicity making it very user friendly for anyone of any age
    Incentivized
    Key User Insights
    Would buy again
    No answers on this topic
    Delivers good value for the price
    No answers on this topic
    Happy with the feature set
    No answers on this topic
    Lived up to sales and marketing promises
    No answers on this topic
    Implementation went as expected
    No answers on this topic
    Features
    Insightly
    Sales Force Automation
    Comparison of Sales Force Automation features of Insightly
    Feature
    Insightly
    7.3
    400 Ratings
    Customer data management / contact management8.6383 Ratings
    Workflow management6.6351 Ratings
    Territory management6.874 Ratings
    Opportunity management8.7349 Ratings
    Integration with email client (e.g., Outlook or Gmail)6.7357 Ratings
    Contract management6.521 Ratings
    Quote & order management8.364 Ratings
    Interaction tracking5.8312 Ratings
    Channel / partner relationship management7.724 Ratings
    Customer Service & Support
    Comparison of Customer Service & Support features of Insightly
    Feature
    Insightly
    7.1
    13 Ratings
    Case management7.011 Ratings
    Call center management7.28 Ratings
    Help desk management7.19 Ratings
    Marketing Automation
    Comparison of Marketing Automation features of Insightly
    Feature
    Insightly
    4.9
    312 Ratings
    Lead management5.3298 Ratings
    Email marketing4.4245 Ratings
    CRM Project Management
    Comparison of CRM Project Management features of Insightly
    Feature
    Insightly
    6.2
    385 Ratings
    Task management6.3374 Ratings
    Billing and invoicing management6.039 Ratings
    Reporting6.4321 Ratings
    CRM Reporting & Analytics
    Comparison of CRM Reporting & Analytics features of Insightly
    Feature
    Insightly
    7.5
    343 Ratings
    Forecasting7.092 Ratings
    Pipeline visualization8.0321 Ratings
    Customizable reports7.5307 Ratings
    Customization
    Comparison of Customization features of Insightly
    Feature
    Insightly
    6.2
    345 Ratings
    Custom fields6.4344 Ratings
    Custom objects6.1105 Ratings
    Scripting environment6.86 Ratings
    API for custom integration5.5178 Ratings
    Security
    Comparison of Security features of Insightly
    Feature
    Insightly
    8.0
    295 Ratings
    Single sign-on capability7.8262 Ratings
    Role-based user permissions8.2197 Ratings
    Social CRM
    Comparison of Social CRM features of Insightly
    Feature
    Insightly
    7.4
    90 Ratings
    Social data6.825 Ratings
    Social engagement8.078 Ratings
    Integrations with 3rd-party Software
    Comparison of Integrations with 3rd-party Software features of Insightly
    Feature
    Insightly
    6.0
    146 Ratings
    Marketing automation6.9146 Ratings
    Compensation management5.14 Ratings
    Platform
    Comparison of Platform features of Insightly
    Feature
    Insightly
    4.7
    310 Ratings
    Mobile access4.7310 Ratings
    User Ratings
    Insightly
    Likelihood to Recommend
    7.1
    (420 ratings)
    Likelihood to Renew
    9.2
    (33 ratings)
    Usability
    7.4
    (156 ratings)
    Availability
    9.0
    (6 ratings)
    Performance
    7.9
    (25 ratings)
    Support Rating
    8.9
    (34 ratings)
    In-Person Training
    9.1
    (1 ratings)
    Online Training
    9.0
    (8 ratings)
    Implementation Rating
    8.2
    (26 ratings)
    Configurability
    9.9
    (18 ratings)
    Contract Terms and Pricing Model
    8.4
    (3 ratings)
    Ease of integration
    9.0
    (10 ratings)
    Product Scalability
    9.0
    (9 ratings)
    Professional Services
    10.0
    (1 ratings)
    Vendor post-sale
    9.1
    (3 ratings)
    Vendor pre-sale
    7.8
    (3 ratings)