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What is Insightly CRM?
Scale your business with the powerful and affordable CRM built for fast-growing companies like yours. 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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Real user data aggregated to summarize the product performance and customer experience.
Download the entire Product Scorecard
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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
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?
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
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Tiffany W.
- Role: Industry Specific Role
- Industry: Entertainment
- Involvement: Business Leader or Manager
Submitted Aug 2021
Excellent Platform
Likeliness to Recommend
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
![](https://cdn-public.softwarereviews.com/production/profile_image/1458392/original/1458392.jpg?1688043973)
pavan c.
- Role: Sales Marketing
- Industry: Electronics
- Involvement: End User of Application
Submitted Jul 2021
Best in CRM with all functionality.
Likeliness to Recommend
What differentiates Insightly CRM from other similar products?
Through this we can grow our business very faster provide us long lasting relationship with our customer. Insightly is itself a very reliable tool which allows the user to gain the most of the advantage with its easy to use features and efficient tools. It is super responsive when dealing with the customer. It reach to our customer at right time with the right message to build our personalized brand experiences. It tracks the most relevant lead information, including a rich activity timeline of marketing campaign source, emails, meetings, tasks etc. It is very much innovative and creative tool which very useful to us in nowadays.
What is your favorite aspect of this product?
Being a best marketing and management and all this possible with insightly which very useful like through this we can send email alert, create or update records, generate tasks for other when opportunities are won. By few click we can create and send emails with insightly and also we can send bulk emails to a list of contacts or leads with ease. It also notify us when emails are opened and it is powerfull and easy to use for everyone. provide us best leads which really want to do business with us that type of customer provided in leads. In this there is no chance of getting lost or damaged of data give us great privacy and security.
What do you dislike most about this product?
In this nothing much but they can improve there graphical function in future updates other than no issue we get.
What recommendations would you give to someone considering this product?
If you want to managed your time easily in just minutes it can possible by this. It will help you to track progress when passing off to other team members, too. In sense insightly bring all of the record keeping together and puts in one simple platform which very helpful to you. It provide you best lead which you can deal easily. By this you can manage all your work very easy and save much time it will feels you like no workload. It will provide you all notification of your work in advance so you wil be well prepared. So it is much usefull and helpful for everyone in business use so we will say everyone should prefer.
Pros
- Helps Innovate
- Continually Improving Product
- Enables Productivity
- Unique Features
![](https://cdn-public.softwarereviews.com/production/profile_image/1453333/original/1453333.jpg?1645631360)
Gina C.
- Role: Sales Marketing
- Industry: Healthcare
- Involvement: Initial Implementation
Submitted Jun 2021
Flexible cloud-based CRM solution
Likeliness to Recommend
What differentiates Insightly CRM from other similar products?
Real-time micro view of the business activities. Easy to customize features, invite new users and secure data.
What is your favorite aspect of this product?
Insightly comments, evernotes and the automatic address book
What do you dislike most about this product?
It takes time to study the system and master how to use it
What recommendations would you give to someone considering this product?
Insightly offers the best CRM practices and the ability to organize customers, vendors, suppliers and partners in a meaningful manner
Pros
- Helps Innovate
- Continually Improving Product
- Reliable
- Performance Enhancing