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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.

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

Alan E.

  • Role: Operations
  • Industry: Education
  • Involvement: Business Leader or Manager
Validated Review
Verified Reviewer

Submitted Jun 2021

Interface is very friendly and easy to learn.

Likeliness to Recommend

8 /10

What differentiates Insightly CRM from other similar products?

Their integration into cms options such as gsuite. Also, the product is very user friendly.

What is your favorite aspect of this product?

The ease with which it can be used. We have some employees who are very limited with their technology abilities.

What do you dislike most about this product?

It could be more streamlined but I overall it’s very easy to use. I have had to help our users over the phone but that’s tapered off.

What recommendations would you give to someone considering this product?

Call and get live help for your questions. Don’t try to go it alone when choosing a package.

Pros

  • Performance Enhancing
  • Trustworthy
  • Efficient Service
  • Fair
  • Role: Industry Specific Role
  • Industry: Healthcare
  • Involvement: End User of Application
Validated Review
Anonymous Reviewer

Submitted Feb 2021

Likeliness to Recommend

8 /10

Pros

  • Reliable
  • Performance Enhancing
  • Trustworthy
  • Unique Features

Selena Oriana C.

  • Role: Operations
  • Industry: Technology
  • Involvement: End User of Application
Validated Review
Verified Reviewer

Submitted Feb 2021

Very good product to start

Likeliness to Recommend

8 /10

What differentiates Insightly CRM from other similar products?

Unlike other products similar to the market, this helps us to know where we are currently and more importantly what we can do next and when to do it to continue growing, it is a fairly intuitive product and gives us functions to always continue growing. information about new leads is centralized within this software so we can easily track them.

What is your favorite aspect of this product?

It is a pretty good product which allows, among other things, to link between sales and the different managers of each project in order to always have the information at hand and with links that generate productivity and efficiency within the different departments that use it. It also allows us to store information through stages and to make an excellent management of our potential clients, all this information is always at hand.

What do you dislike most about this product?

Some integrations are missing so that this product can have a high quality and be the best of the best since we cannot quote directly in other applications from this software you can see our quotes from other software to it would also be a very good advance to be able to track to quotes based on a budget or objective.

What recommendations would you give to someone considering this product?

It is a product with quite interesting characteristics. At least in our organization we really like the different set of activities since they allow you to configure an activity repeatedly and use it by modifying only some settings in different contracts. Although there were some problems deciphering the product initially it is worth spending time as the results have to do quite good and the scope helps greatly.

Pros

  • Unique Features
  • Efficient Service
  • Caring
  • Friendly Negotiation

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