Insightly - Features, Pricing & What Users Say
Insightly is a CRM and marketing automation platform designed for teams that need to manage customer relationships, leads, and projects in one unified system.
What Makes Insightly Different
- Unified CRM and project management capabilities without switching between separate tools
- Clean, intuitive user interface designed to support multitasking across teams
- Customizable pipelines, dashboards, and reports that adapt to different business processes
- Marketing automation features built directly into the CRM
- Emphasis on ease of adoption for teams with varying technical skills
Key Features
- Lead and pipeline management tools for tracking prospects through sales stages
- Project tracking and management capabilities integrated with CRM functions
- Customizable dashboards and reporting for different team roles and departments
- Marketing automation workflows for email campaigns and lead nurturing
- Contact and company organization with custom fields and data structures
- Activity tracking and timeline views for customer interactions
- Team collaboration features for cross-functional visibility
Pricing
Insightly operates on a paid subscription model. Contact Insightly for current pricing details and plan options.
What Users Say
What users like:
- Intuitive user interface that teams can adopt quickly without extensive training
- Ability to customize pipelines, dashboards, and reports to match specific workflows
- Unified platform combining CRM and project management reduces tool switching
- Strong lead and pipeline management capabilities for sales teams
- Clean design that supports productivity and cross-team collaboration
Common complaints:
- Limited information available on specific user pain points or drawbacks in current reviews
The Company
Information about Insightly's founding year, headquarters location, and team size is not currently available. The platform has received verified reviews from over 650 users across various industries on major review platforms.
Alternatives
- HubSpot CRM - A cloud-based CRM platform offering sales, marketing, and customer service tools with a free tier option
- Salesforce - Enterprise-grade CRM software with extensive customization options and large app marketplace
- Pipedrive - Sales-focused CRM with visual pipeline management and deal tracking features
- Zoho CRM - Affordable CRM solution with automation, analytics, and integration capabilities
Frequently Asked Questions
What is Insightly?
Insightly is a customer relationship management platform combined with project management and marketing automation features. It allows sales teams, service teams, and marketing departments to manage leads, customers, and projects in a single system. The platform emphasizes ease of use and customization so that different types of teams can adapt it to their specific workflows without requiring technical expertise.
How much does Insightly cost?
Insightly uses a subscription pricing model with multiple plan tiers. Specific pricing details are not currently public, so interested users should visit the Insightly website or contact their sales team directly to get quotes based on the number of users and features needed.
Is Insightly worth it?
Whether Insightly is worth the cost depends on your specific business needs. Users consistently mention that the platform is easy to learn and use, making it valuable for teams that prioritize quick adoption. The combination of CRM and project management in one tool appeals to companies that want to reduce the number of software subscriptions. Reviews highlight strong customization options for pipelines and dashboards, which allows businesses to tailor the system to their processes. Organizations should evaluate whether the included features match their requirements and budget compared to other CRM options available.
What are the best Insightly alternatives?
Top CRM alternatives include HubSpot CRM for all-in-one sales and marketing, Salesforce for enterprise-level customization and scalability, Pipedrive for sales-focused pipeline management, and Zoho CRM for affordability and automation capabilities. Each alternative has different strengths, so the best choice depends on your team size, industry, budget, and specific feature requirements.