What is Insightly CRM?
We designed Insightly as a simple to use yet powerful CRM system for small business. With integrations to Google Apps, Office 365, MailChimp, and major social media sites; great mobile apps for tablets and smart phones; and easy access to a REST API for custom integration, Insightly is the leading small business CRM.
Company Details
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Get AssistanceInsightly CRM Ratings
Real user data aggregated to summarize the product performance and customer experience.
91 Likeliness to Recommend
100 Plan to Renew
83 Satisfaction of Cost Relative to Value
Emotional Footprint Overview
+100 Net Emotional Footprint
The emotional sentiment held by end users of the software based on their experience with the vendor. Responses are captured on an eight-point scale.
How much do users love Insightly CRM?
Pros
- Helps Innovate
- Continually Improving Product
- Reliable
- Performance Enhancing
How to read the Emotional Footprint
The Net Emotional Footprint measures high-level user sentiment towards particular product offerings. It aggregates emotional response ratings for various dimensions of the vendor-client relationship and product effectiveness, creating a powerful indicator of overall user feeling toward the vendor and product.
While purchasing decisions shouldn't be based on emotion, it's valuable to know what kind of emotional response the vendor you're considering elicits from their users.
Footprint
Negative
Neutral
Positive
Feature Ratings
Lead and Contact Categorization
Analytics and Reporting
Data Ingestion and Interoperability
Omni-Channel Communication Tracking
Lead Scoring
Lead Generation
Lead Distribution
Mobile
Prospect Tracking
Interaction Planning
Vendor Capability Ratings
Ease of Data Integration
Breadth of Features
Ease of Implementation
Ease of Customization
Product Strategy and Rate of Improvement
Ease of IT Administration
Quality of Features
Availability and Quality of Training
Business Value Created
Usability and Intuitiveness
Vendor Support
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Insightly CRM Reviews
Milena T.
- Role: Sales Marketing
- Industry: Technology
- Involvement: End User of Application
Submitted Apr 2024
Likeliness to Recommend
Pros
- Helps Innovate
- Continually Improving Product
- Trustworthy
- Effective Service
Katerina R.
- Role: Information Technology
- Industry: Engineering
- Involvement: End User of Application
Submitted Jan 2024
Increase productivity.
Likeliness to Recommend
What differentiates Insightly CRM from other similar products?
It eliminates human errors due to its automation repititve process and reduce on the number of reduntant tasks and processes. The product is powerful and afforable,
What is your favorite aspect of this product?
Insightly CRM allows our team to only focus on what matters, the software is automatic,faster and ensure data accurracy and compliance.
What do you dislike most about this product?
Only the android application features should be improved in terms of functionality.
What recommendations would you give to someone considering this product?
Insightly CRM shows the customers and prospects it's because it's able to capture information right from the beginning of the intersction.
Pros
- Continually Improving Product
- Reliable
- Trustworthy
- Effective Service
Courtney S.
- Role: Information Technology
- Industry: Technology
- Involvement: End User of Application
Submitted Jan 2024
The platform tracks leads and opportunities easily
Likeliness to Recommend
What differentiates Insightly CRM from other similar products?
When it comes to meeting your specific needs, Insightly is flexible and easy to use. You can also connect external forms to Insightly using its connectivity options. Within Insightly, you can also link data, such as people and organizations, to project and request records. This enhances teamwork and responsibility. Overall, it makes my staff much more efficient.
What is your favorite aspect of this product?
Both the sales and operations teams have been using Insightly. Thanks to the customization allowed, several operational routines have been successfully transferred to the CRM. Another advantage for the teams has been the tool's ability to automate processes.
What do you dislike most about this product?
What corresponds to the projects. You can make some changes to this premade object since it is a standard object. It would be great if this feature could be expanded so that the PM team could use it as a complete solution.
What recommendations would you give to someone considering this product?
With Insightly we can control intellectual property licenses and permissions. Thanks to the pipeline we can follow the progress of the procedure step by step. Plus, it's great for managing contacts and associating them with requests and tasks. Insightly improves our ability to execute license agreements and collect license payments, allowing us to generate more profits overall.
Pros
- Reliable
- Unique Features
- Efficient Service
- Acts with Integrity