About Insightly
Insightly pricing
Insightly does not have a free version but does offer a free trial. Insightly paid version starts at US$29.00/month.
Alternatives to Insightly
Insightly Reviews for UK Users
Feature rating
- Industry: Insurance
- Company size: 51–200 Employees
- Used Daily for 1+ year
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Review Source
Affordable CRM with the features you need
Has all the features a business needs like ease of use, robust reporting & customizations without the high cost that comes other well known CRMs
Pros
The ease of onboarding & use. Ability to customize without having to use a developer
Cons
Nothing. All the features we needed, Insightly has.
Reasons for Choosing Insightly
Affordability. Ease of customizationSwitched From
Salesforce Sales CloudReasons for Switching to Insightly
Cost, features, willingness to sign a business associate agreement (healthcare)- Industry: Marketing & Advertising
- Company size: 201–500 Employees
- Used Weekly for 2+ years
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Review Source
Insightly developed to enhance our feeds
In my experience using Insightly, I haven't run into any serious issues. We used to utilize a strange CRM that was built out of sheets and required us to constantly switch between windows. Using Insightly, we can have all of our data in one place, neatly organized in custom fields. In my opinion, the project page may benefit from more fields in which to provide pertinent data.
Pros
Insightly is how I keep track of all the initiatives we have in the works right now. The management of our company's 5,000+ open positions is a major challenge. Insightly makes it easy for us to keep track of all the moving parts, which would otherwise be difficult to do in a secure manner given the project's multi-stage nature.
Cons
In most cases, the newly opened Org or Project tab doesn't take up more than half of my screen following a search. I can't figure out how to make the page larger. For some reason, the columns on the Relate and Activity tabs don't remember my saved column width. Every time I use it, I have to resize it.
- Industry: Education Management
- Company size: 11–50 Employees
- Used Daily for 2+ years
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Review Source
A versatile CRM Tool
By centralizing customer data, communication history, and project details in one platform, Insightly eliminates the need for multiple disjointed systems, reducing the chances of information silos and miscommunication.
Pros
Its intuitive user interface, making it easy for teams to adopt and use efficiently. The customizability of pipelines, dashboards, and reports enable users to tailor the system to their specific needs.
Cons
The reporting and analytics tools to be less advanced compared to other CRM platforms, making it challenging to create highly customized or in-depth reports.
- Industry: Automotive
- Company size: 2–10 Employees
- Used Daily for 1+ year
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Review Source
Useful & inexpensive CRM system for growing businesses
Overall is has been satisfactory although, some details that need improvement can turn things into a much better experience.
Pros
It is easy to use and easy to navigate.It does not take much time to get used to all features and to understand how the features work.The best part of Insightly, is the customer support is very responsive and always follows up on requests.They also helped us all the way to achieve our goals as a company.
Cons
Some parts of the software need more work and also new features like Service has too many glitches and some functions do not work properly even though have been revised and "fixed" many times.I wish it was more seamless to work with.
Reasons for Choosing Insightly
The main reason was the other product was more expensive and we also wanted to expand and connect all of our platforms in one place.Switched From
Zendesk SuiteReasons for Switching to Insightly
Insightly offered a less expensive package overall and they offered a more personalized customization to our business. One of the big factors apart from the price was the initial presentations of the Insightly products were very professional and helpful.- Industry: Construction
- Company size: 11–50 Employees
- Used Daily for 2+ years
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Review Source
12 good years of using Insightly CRM
I love it. If not for Insightly I'd be using spreadsheets and going crazy trying to track my long list of clients that includes boiler system bids, direct commercial and industrial system sales, building and maintaining relationships with mechanical engineers and architects, and a good number of residential boiler prospects.
Pros
Insightly's design is intuitive and easy to understand how to set up. I recall starting to use it on the first day, right after an initial walkthrough. We did not hire anyone to assist. Then I evolved the setup as time went by. Opportunities & Projects are key to us and with good naming practices they are easy to refer to as needed in the future after completion: such as "2023..Smith Company-New boiler project". And all parties connected to a Project can be linked so easily. Attach price quotes to it: ours to the client and supplier to us. Automatic tasks when you change from Opportunity to Project can alert others to place orders, put into our financial software, etc...
Cons
They like to push their AppConnect but we really don't need that level of complexity AND they have lots of built-in interfaces into other apps like Quickbooks (which is limited but great for small business situations where elegant interfaces are not needed. Also, we tried their Service apps and found them lacking for the kind of Service that my company does: We install boiler systems and provide ongoing services for them--not free or by annual contract. So we needed a way to easily send invoices and collect $ for work done. Insightly seemed to be oriented to Software service contract situations where annual contracts are the norm and all interactions are free and nobody leaves the office. I suppose it is good for that but not so much where you have trucks driving 100 miles to do a repair.
Response from Insightly
Wow, Jim. Thank you for sharing your story! It's amazing to hear Insightly has served your business successfully for so long. We'd love to get in touch with you to learn more. If you're interested, please email [email protected]!