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Insightly , Inc.

Insightly CRM

Composite Score
7.8 /10
CX Score
7.9 /10
Category
Insightly CRM
7.8 /10

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.

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Awards & Recognition

Insightly CRM won the following awards in the Customer Relationship Management - Small Business category

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Insightly 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.

Product scores listed below represent current data. This may be different from data contained in reports and awards, which express data as of their publication date.

85 Likeliness to Recommend

90 Plan to Renew

83 Satisfaction of Cost Relative to Value


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Emotional Footprint Overview

Product scores listed below represent current data. This may be different from data contained in reports and awards, which express data as of their publication date.

+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?

3% Negative
1% Neutral
96% Positive

Pros

  • Fair
  • Enables Productivity
  • Friendly Negotiation
  • Respectful

Feature Ratings

Average 85

Sales Management

86

Collaboration

86

Analytics and Reporting

85

Marketing Management

85

Activity and Workflow Management

85

Lead Management

85

Account and Contact Management

84

Quote Contract and Proposal

82

Customer Service Management

81

Mobile

81

Telephony and Call Center Management

79

Vendor Capability Ratings

Average 83

Ease of Data Integration

87

Ease of Customization

86

Quality of Features

85

Ease of Implementation

85

Business Value Created

84

Breadth of Features

84

Product Strategy and Rate of Improvement

84

Ease of IT Administration

83

Usability and Intuitiveness

82

Availability and Quality of Training

80

Vendor Support

77

Insightly CRM Reviews

  • Role: C-Level
  • Industry: Finance
  • Involvement: Business Leader or Manager
Validated Review
Anonymous Reviewer

Submitted Feb 2020

It’s a great product if you need focused features

Likeliness to Recommend

7 /10

Pros

  • Helps Innovate
  • Trustworthy
  • Saves Time
  • Respectful

Cons

  • Commodity Features
  • Less Efficient Service
  • Role: Operations
  • Industry: Finance
  • Involvement: IT Development, Integration, and Administration
Validated Review
Anonymous Reviewer

Submitted Feb 2020

Great support and customer service

Likeliness to Recommend

10 /10

Pros

  • Saves Time
  • Respectful
  • Continually Improving Product
  • Performance Enhancing

Cons

  • Less Transparent
  • Role: Finance
  • Industry: Biotechnology
  • Involvement: IT Leader or Manager
Validated Review
Anonymous Reviewer

Submitted Feb 2020

Great price great service

Likeliness to Recommend

10 /10

Pros

  • Fair
  • Unique Features
  • Efficient Service
  • Inspires Innovation

Cons

  • Slower Product Innovation
  • Less Generous
  • Leverages Incumbent Status

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