Insightly CRM
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4.2 out of 5 stars
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Insightly CRM Reviews & Product Details - Page 92

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Insightly CRM Overview

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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
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Insightly CRM Community
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
74,520 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.

Travis N.
TN
Overview Provided by:
Travis Northup

Recent Insightly CRM Reviews

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.
Read more
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...
Read more
Verified User
A
Verified UserSmall-Business (50 or fewer emp.)
4.0 out of 5
"Second Only to Salesforce"
I have used Salesforce it had some more robust features. The one that stuck out so much to me was tha capabilites with merge variables and automati...
Read more

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.

Deals
20% off
Plus
$29
/ user, per month (billed annually)
Professional
$49
/ user, per month (billed annually)
Enterprise
$99
/ user, per month (billed annually)
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Insightly CRM Media

Insightly CRM Demo - Advanced Reporting
Gain valuable insight into the most important aspects of your business: sales, productivity, regions, and relationships.
Insightly CRM Demo - Opportunity Kanban View
Powerful and flexible pipelines that automate your sales process
Insightly CRM Demo - Project Activity Panel
Use pipelines or milestones to track project deliverables and progress
Insightly CRM Demo - Contacts Lists Panel
Manage business relationships - customers, vendors and employees in one place
Insightly CRM Demo - Mobile Access
Enjoy full visibility and management of your business including dashboards via the Insightly app.
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Video Reviews

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best for the price
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915 Insightly CRM Reviews

4.2 out of 5
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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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Verified User in Information Technology and Services
EI
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best about Insightly CRM?

Simple UI, easy to use and free, integrates with Google apps for business Review collected by and hosted on G2.com.

What do you dislike about Insightly CRM?

Pipeline forecasting is not as intuitive as it could be. Review collected by and hosted on G2.com.

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

Simple sales forecasting and tracking, sharing of contact informaiton Review collected by and hosted on G2.com.

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Ruban K.
RK
Founder
Small-Business(50 or fewer emp.)
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Validated Reviewer
Verified Current User
Review source: Organic
What do you like best about Insightly CRM?

Add opportunity => add task => create organizations => add contacts => create projects => set pipe lines => synchronize emails is what Insightly can do for you. It looks very simple at first. I tried Insightly for Google apps and hence the Google integration was a must and it was available. I imported my business contacts from Google in one click. Review collected by and hosted on G2.com.

What do you dislike about Insightly CRM?

Sometimes, it's very slow to add a pipe line. UI needs a lift. Review collected by and hosted on G2.com.

Recommendations to others considering Insightly CRM:

Free to and they have a free plan. Worth giving a try. Review collected by and hosted on G2.com.

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Vladyslav S.
VS
Content Manager
Computer Software
Mid-Market(51-1000 emp.)
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Validated Reviewer
Verified Current User
Review source: Organic
What do you like best about Insightly CRM?

Gmail and other email add-ons integrate email text with the database well enough Review collected by and hosted on G2.com.

What do you dislike about Insightly CRM?

Since Insightly is browser-based, it can be slow. User interface is a little crude and company, contact records do not show meaningful information in lists - you need to explicitly filter to see the data you want. Tagging feature is nice, and it makes up for generally rudimentary controls otherwise. Review collected by and hosted on G2.com.

Recommendations to others considering Insightly CRM:

Feature rich, basic CRM that integrates with Google Enterprise. Review collected by and hosted on G2.com.

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Verified User in Telecommunications
UT
Enterprise(> 1000 emp.)
More Options
Validated Reviewer
Review source: Organic
What do you like best about Insightly CRM?

great UI Review collected by and hosted on G2.com.

What do you dislike about Insightly CRM?

nothing like it, Great CRM, nice interface, easy to use for the novice and flexible enough for the Pro. Highly Recommended!

SHIRT ME Review collected by and hosted on G2.com.

Recommendations to others considering Insightly CRM:

It's good Review collected by and hosted on G2.com.

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Alex W.
AW
CEO, Co-Owner
Information Technology and Services
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Review source: Organic
Business partner of the seller or seller's competitor, not included in G2 scores.
What do you like best about Insightly CRM?

Insightly is an amazing tool for small businesses for CRm and project management. The idea behind Insightly was mainly for Google Apps to give powerful tools for communication and collaborations. Review collected by and hosted on G2.com.

What do you dislike about Insightly CRM?

I wonder how this compares to a more enterprise CRm tool Review collected by and hosted on G2.com.

Recommendations to others considering Insightly CRM:

I suggest downloading the mobile app! Review collected by and hosted on G2.com.

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Insightly CRM Comparisons

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