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
Need Assistance?
We're here to help you with understanding our reports and the data inside to help you make decisions.
Get AssistanceInsightly CRM Ratings
Real user data aggregated to summarize the product performance and customer experience.
Download the entire Product Scorecard
to access more information on Insightly CRM.
85 Likeliness to Recommend
90 Plan to Renew
83 Satisfaction of Cost Relative to Value
Emotional Footprint Overview
+89 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
- Fair
- Enables Productivity
- Friendly Negotiation
- Respectful
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
Sales Management
Collaboration
Analytics and Reporting
Marketing Management
Activity and Workflow Management
Lead Management
Account and Contact Management
Quote Contract and Proposal
Customer Service Management
Mobile
Telephony and Call Center Management
Vendor Capability Ratings
Ease of Data Integration
Ease of Customization
Quality of Features
Ease of Implementation
Business Value Created
Breadth of Features
Product Strategy and Rate of Improvement
Ease of IT Administration
Usability and Intuitiveness
Availability and Quality of Training
Vendor Support
Insightly CRM Reviews
Eddie D.
- Role: Operations
- Industry: Education
- Involvement: End User of Application
Submitted Feb 2020
good product - good features
Likeliness to Recommend
What differentiates Insightly CRM from other similar products?
Product has great features - a little too expensive but its worth it for the money
What is your favorite aspect of this product?
Product has great, user friendly features
What do you dislike most about this product?
too expensive
What recommendations would you give to someone considering this product?
worth the price
Pros
- Continually Improving Product
- Reliable
- Trustworthy
- Effective Service
Alena K.
- Role: Operations
- Industry: Energy
- Involvement: End User of Application
Submitted Feb 2020
Customer service is superb and refreshing.
Likeliness to Recommend
What differentiates Insightly CRM from other similar products?
Superb customer service that stands out beyond everyone else's.
What is your favorite aspect of this product?
User friendly capabilities.
What do you dislike most about this product?
A little bit pricey for our small organization.
What recommendations would you give to someone considering this product?
Do a full comparison and ask for quotes from all companies you are considering.
Pros
- Helps Innovate
- Reliable
- Performance Enhancing
- Unique Features
Erin A.
- Role: Vendor Management
- Industry: Not for Profit
- Involvement: End User of Application
Submitted Feb 2020
I would recommend this product.
Likeliness to Recommend
What differentiates Insightly CRM from other similar products?
The customer service is very responsive, and although integration took some time, in the end when it all worked out, the functionality was more customizable and intuitive than our previous product.
What is your favorite aspect of this product?
The customizations we were able to make, in order to make it really applicable to our business
What do you dislike most about this product?
The struggle it took to get it set up in the first place. There were several delays.
What recommendations would you give to someone considering this product?
Be very clear about what you need this product to do before signing a contract.
Pros
- Trustworthy
- Respectful
- Fair
- Security Protects
Cons
- Less Inspiring