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Insightly CRM Logo
Insightly CRM Logo
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.

Company Details


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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

Douglas M.

  • Role: Industry Specific Role
  • Industry: Other
  • Involvement: Business Leader or Manager
Validated Review
Verified Reviewer

Submitted Aug 2021

Customer contact organization platform

Likeliness to Recommend

9 /10

What differentiates Insightly CRM from other similar products?

I have no experience from similar products in my working experience.

What is your favorite aspect of this product?

It is very powerful in organizing clients data and enabling sales team to reach the targeted group of customers. Potential customers can easily engage with our marketing teams through chatting and direct calls. The user interface has great features for enabling customers to make their preferred choices of goods and services.

What do you dislike most about this product?

I have not been faced b y any challenge from the operation of this great platform.

What recommendations would you give to someone considering this product?

I totally recommend this platform to any company for better customer engagement.

Pros

  • Reliable
  • Saves Time
  • Includes Product Enhancements
  • Friendly Negotiation

Daniel T.

  • Role: Industry Specific Role
  • Industry: Other
  • Involvement: Business Leader or Manager
Validated Review
Verified Reviewer

Submitted Aug 2021

Fantastic customer engagement platform of all time

Likeliness to Recommend

9 /10

What differentiates Insightly CRM from other similar products?

Insightly is wee maintained platform for customer relationship management as compared to similar products.

What is your favorite aspect of this product?

It has wee developed user interface that is very reliable. Our marketing and sales team can easily chat and engage our customers from various locations at the same time. Our customers have a chance to receive regular updates.

What do you dislike most about this product?

This is mazing tool that is always performing effectively.

What recommendations would you give to someone considering this product?

Insightly is great and very powerful platform that can easily lead to faster business growth.

Pros

  • Helps Innovate
  • Inspires Innovation
  • Caring
  • Fair

Tiffany W.

  • Role: Industry Specific Role
  • Industry: Entertainment
  • Involvement: Business Leader or Manager
Validated Review
Verified Reviewer

Submitted Aug 2021

Excellent Platform

Likeliness to Recommend

10 /10

What differentiates Insightly CRM from other similar products?

I have no experience from similar products as Insightly.

What is your favorite aspect of this product?

It gives us insights on how customers are fairing with our products and services. Customers who want to raise concerns have direct connection with our customer relations team that addresses their problems and needs. Attending to our clients on time has been an added advantage of this product enabling our customers to build more trust on our services.

What do you dislike most about this product?

Insightly has been working effectively since we deployed it in our company.

What recommendations would you give to someone considering this product?

We have improved our relations with our customers and many have build more trust on our teams.

Pros

  • Continually Improving Product
  • Trustworthy
  • Unique Features
  • Efficient Service

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