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Insightly CRM Reviews & Product Details - Page 4

Insightly CRM Overview

What is Insightly CRM?

Insightly is the modern, affordable CRM that teams love. It’s easy to use, simple to customize, and scales with companies as they grow, solving common pain points that legacy CRMs can't. Insightly helps teams build and convert sales pipeline, increase productivity, and build lasting customer relationships. Centralize and manage all your customer, sales, and business data—leads, contacts, emails, events, quotes, projects, tasks, opportunities, and business reports—in one easy-to-use, flexible and secure CRM that scales with your business. Increase sales efficiency and transparency with Insightly’s enterprise-grade Products, Price books, and Quotes (PPQ) capabilities. Quickly search, track, and manage millions of distinct products and services right inside the Insightly platform. Connect products and services to individual opportunities, eliminating human errors, bottlenecks, and inconsistencies. With Insightly’s PPQ, your field teams can generate custom quotes, contracts, and proposals for their opportunities with just a few clicks. Enjoy complete control and visibility into what you sell, to whom, when, and at what price. Use Insightly’s custom objects and apps to tailor workflows and processes to your unique business needs and preferences, ensuring high adoption and satisfaction. Use AppConnect to integrate Insightly with more than 500 popular apps. Insightly’s native CRM integrations include: Gmail Google Workspace & Google Apps Google Drive Quickbooks Online Xero Slack Dropbox Box MailChimp Evernote Zapier Facebook Lead Ads And more... Manage everything on the go with award-winning mobile applications for both Android and iOS. Scan business cards and upload all information in one click, update projects and records in real time, and enable your field team to create and update opportunities right at the client's location. Powerful in any vertical, Insightly CRM customers can add companion products for marketing automation, customer service, and integrations in the same platform. Insightly is trusted by more than a million users worldwide.

Insightly CRM Details
Product Website
Languages Supported
English, French, Italian, Dutch, Portuguese, Spanish
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Product Description

Insightly CRM is a tool for managing your contacts and related organisations, partners, vendors and suppliers. Insightly has a project management system built right in.

How do you position yourself against your competitors?

Insightly is a modern CRM. Compared to legacy CRMs and closed systems, Insightly is easy to use, customize, and integrate and provides an affordable, predictable total cost of ownership. With Insightly, you’ll power your business with a feature-rich CRM that’s the single source of truth for your team without the need for expensive admins and consultants.


Seller Details
Seller
Unbounce
Company Website
Year Founded
2009
HQ Location
Vancouver
Twitter
@unbounce
74,453 Twitter followers
LinkedIn® Page
www.linkedin.com
142 employees on LinkedIn®
Description

Unbounce is the leading landing page platform for building, testing, and optimizing high-converting pages. Trusted by over 15,000 customers, Unbounce empowers marketers and digital marketing agencies to quickly create and optimize tailored pages—without the need for developers, designers, or CRO specialists. With a flexible drag-and-drop editor, built-in A/B testing, and AI-powered traffic optimization powered by data from over
billion conversions, Unbounce helps businesses go to market faster, maximize ROI, and outperform competitors. Unbounce recently acquired Insightly (the modern CRM teams love) and is now poised to provide even greater value to their customers.


TN
Overview Provided by:

Insightly CRM Integrations

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Verified by Insightly CRM

Recent Insightly CRM Reviews

CL
Caroline l.Small-Business (50 or fewer emp.)
4.5 out of 5
"reports"
Ease of use, and number of features Accessibilty to company information from one source
JG
Javier G.Small-Business (50 or fewer emp.)
4.5 out of 5
"Insightly really helped us integrate CRM-Marketing efforts"
It's an intuitive platform. If you know how to use google, you'll be able to start using insightly CRM without much trouble.
AM
Alex M.Small-Business (50 or fewer emp.)
4.5 out of 5
"Insightly has been an invaluable tool to work with at my organization."
I appreciate how centralized Insightly is, and that different users can easily synthesize their whole together to paint a holistic picture of a pro...

Insightly CRM Pricing

Exclusive savings on Insightly CRM through G2 Deals

Get an inside look at Insightly and claim your 20% off savings with a free demo.

How to claim this offer

Click Claim offer and Sign up for a free trial on the following page. When ready to purchase enter the discount code provided on the following page when ready purchase.

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Insightly CRM Media

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Video Reviews

914 out of 915 Total Reviews for Insightly CRM

4.2 out of 5
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914 out of 915 Total Reviews for Insightly CRM
4.2 out of 5
914 out of 915 Total Reviews for Insightly CRM
4.2 out of 5

Insightly CRM Pros and Cons

How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Cons

Overall Review Sentiment for Insightly CRMQuestion

Time to Implement
<1 day
>12 months
Return on Investment
<6 months
48+ months
Ease of Setup
0 (Difficult)
10 (Easy)
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G2 reviews are authentic and verified.
Verified User in Manufacturing
UM
Mid-Market(51-1000 emp.)
Validated Reviewer
Review source: G2 invite
Incentivized Review
What do you like best about Insightly CRM?

It offering an array of features tailored to streamline business operations. Among its notable strengths, its prowess in managing reports and facilitating real-time team updates deserves special recognition. Review collected by and hosted on G2.com.

What do you dislike about Insightly CRM?

It required a good amount of time to understand the use of filter logic for managing report but once you get the concept it is super helpful. Review collected by and hosted on G2.com.

What problems is Insightly CRM solving and how is that benefiting you?

It help to avoid all the excel report which are managed by different personel on different computer and merge all of us in one place. Review collected by and hosted on G2.com.

KC
Account Manager
Mid-Market(51-1000 emp.)
More Options
Validated Reviewer
Review source: G2 invite
Incentivized Review
What do you like best about Insightly CRM?

This is a very user friendly software that makes your work easier. Everything added here is very organised and clean Review collected by and hosted on G2.com.

What do you dislike about Insightly CRM?

This doesn't allow you for customisation and you cannot do bulk editing Review collected by and hosted on G2.com.

What problems is Insightly CRM solving and how is that benefiting you?

Its easy for us to track as everything is well organised. The best part is you can understand it completely without any guidance required as its easy to use and user friendly as well. Review collected by and hosted on G2.com.

Response from Harryson Pointdujour of Insightly CRM

Thank you for sharing your positive experience with Insightly CRM. We understand the importance of user-friendly software and are pleased to hear that it's making things easier for you and your team.

I noticed you said the platform doesn't allow for bulk editing or customization. Could you provide more detail on what you're looking to accomplish? Insightly CRM does allow for bulk editing of records (https://support.insight.ly/en-US/Knowledge/article/1309). We've also heard from customers that customization is one of the main benefits of the platform.

Please consider contacting support@insight.ly if you haven't already. We're here to help.

KP
Mid-Market(51-1000 emp.)
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review
What do you like best about Insightly CRM?

Easy accessibility, quick imports of leads, customer support anytime there is an issue, I use it everyday and it was easy to learn and its easy to use. Many different features I could use. Review collected by and hosted on G2.com.

What do you dislike about Insightly CRM?

What i don't like about it is it I am unable to make prospect leads by bulk editing. I think this would be a great feature especially since bulk editing is already a thing, Review collected by and hosted on G2.com.

What problems is Insightly CRM solving and how is that benefiting you?

Creating leads, it helps me send our sales rep more leads. Review collected by and hosted on G2.com.

LJ
Kernel-In-Chief / Co-founder
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Review source: G2 invite
Incentivized Review
What do you like best about Insightly CRM?

It was easy to set up and emailed out to our database and synced without emails. Review collected by and hosted on G2.com.

What do you dislike about Insightly CRM?

It charges you per the amount of leads you have, you can't embed images in an email and you have no tech support for issues. Review collected by and hosted on G2.com.

What problems is Insightly CRM solving and how is that benefiting you?

We were not able to scale using it as every time we added more leads it charges us more money! Review collected by and hosted on G2.com.

Response from Harryson Pointdujour of Insightly CRM

Hi Laura:

Thank you for taking the time to provide us with your thoughts on Insightly CRM. Since you were last on one of our upgraded plan levels, we’ve made hundreds of feature updates as well as added NEW features. Also, our Customer Care team is available to upgraded users. You can reach them over the phone or by email to help answer questions or resolve challenges you face.

Finally, our marketing solution, Insightly Marketing may meet your needs for embedding images in your customer correspondence. We’d love the opportunity to hear about your current business goals and how we can partner with you to meet them. Let me know if I can help or contact the team: support@insight.ly.

AB
Financial Analyst
Enterprise(> 1000 emp.)
More Options
Validated Reviewer
Review source: G2 invite
Incentivized Review
What do you like best about Insightly CRM?

The Application is a user friendly app that helps fulfil all the needs. Their customer supposts helps a lot Review collected by and hosted on G2.com.

What do you dislike about Insightly CRM?

Bulk editing is compromised and there are minor glitches in the app Review collected by and hosted on G2.com.

What problems is Insightly CRM solving and how is that benefiting you?

All the data is in one place that can be reviewed across the agencies very effictively and efficiently Review collected by and hosted on G2.com.

Response from Harryson Pointdujour of Insightly CRM

Hello Anish. It's great to hear that Insightly CRM is helping you keep all your data in one place and improving efficiency across your agencies. Thanks for your feedback and support.

Verified User in Computer Software
AC
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review
What do you like best about Insightly CRM?

Easy to use and update records. Training was very helpful. Review collected by and hosted on G2.com.

What do you dislike about Insightly CRM?

the reps seem to change often but recently that has not been an issue. Review collected by and hosted on G2.com.

What problems is Insightly CRM solving and how is that benefiting you?

Updated our CRM process and kept our records streamlined and easily updated with new information. We are also using the platform to record sales and prospect engagement. Review collected by and hosted on G2.com.

Response from Harryson Pointdujour of Insightly CRM

We're thrilled to hear that Insightly CRM has been a perfect fit for your needs! Our goal is to provide a user-friendly platform with helpful training resources. We appreciate your feedback and are continuously working to improve our customer service.

VG
Associate Account manager- Brand Solutions
Mid-Market(51-1000 emp.)
Validated Reviewer
Review source: G2 invite
Incentivized Review
What do you like best about Insightly CRM?

The application is a user friendly app that helps fulfil all the needs.

Their customer support is amazing. Review collected by and hosted on G2.com.

What do you dislike about Insightly CRM?

Bulk editing is compromised and there are minor glitches in the app. Review collected by and hosted on G2.com.

What problems is Insightly CRM solving and how is that benefiting you?

All the data is in 1 place that can be reviewed across the agencies very effectively and efficiently. Review collected by and hosted on G2.com.

Verified User in Non-Profit Organization Management
AN
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Review source: G2 invite on behalf of seller
Incentivized Review
What do you like best about Insightly CRM?

There are ways to customize it, but it is not endlessly customizable. For a small team, this is so helpful. Also their customer service is out of this world! Review collected by and hosted on G2.com.

What do you dislike about Insightly CRM?

We have had a few small glitches here and there, but their tech team is so responsive. Review collected by and hosted on G2.com.

What problems is Insightly CRM solving and how is that benefiting you?

We were previously using another CRM that had no user profiling. So everyone had access to every feature. This did not work for us. We also love the reporting features, app connect, and ability to adjust the information on every record. Review collected by and hosted on G2.com.

Response from Harryson Pointdujour of Insightly CRM

Thank you for your feedback! We're glad to hear that our customizable features and responsive tech team have been helpful for your small team.

AK
Senior Fraud Analyst
Enterprise(> 1000 emp.)
Validated Reviewer
Verified Current User
Review source: G2 invite
Incentivized Review
What do you like best about Insightly CRM?

- insightly has excellent contact management system

- Integraton with popular email platform

- Customization capability

- Excellent customer suport system which is unique features compared to competitors Review collected by and hosted on G2.com.

What do you dislike about Insightly CRM?

-Some users find itinightly to be overly complex

- due to extensive features new users may find it steep learning curve

-Limited offline access which need to be improved Review collected by and hosted on G2.com.

What problems is Insightly CRM solving and how is that benefiting you?

Insightly helps to centralize the disorganized contact information, It streamline sales processes by providing a visual sales pipeline. insightly can assist managing customer data for a targeted marketing campaigns. Review collected by and hosted on G2.com.

CH
Research Manager
Market Research
Mid-Market(51-1000 emp.)
Validated Reviewer
Review source: G2 invite
Incentivized Review
What do you like best about Insightly CRM?

Insightful CRM is an excellent software for automating digital marketing operations, and it's easy to use right out of the box. Seeing our customer base grow thanks to the intelligent approach to finding new leads has been very rewarding. It has been very successful since we are always in touch with our potential customers. Insightful CRM's ability to help companies learn more about the wants and needs of their consumers is a great advantage. Companies can improve their customer service by analyzing consumer data and opinions in-depth. Review collected by and hosted on G2.com.

What do you dislike about Insightly CRM?

Due to the high cost of the subscription-based service, not all companies can afford it. Review collected by and hosted on G2.com.

What problems is Insightly CRM solving and how is that benefiting you?

Our marketing team has had no problem modifying it. We can increase sales with high efficiency and effectiveness, and the system easily adapts to new challenges. I expect many companies to adopt Insightly CRM because it helps manage automated marketing workflows. All aspects of marketing, from campaign creation to customer and event tracking, will be at their fingertips. For example, Insightful CRM can help companies save time and money by automating data entry and sending follow-up emails. Review collected by and hosted on G2.com.