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Insightly CRM Logo
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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

Esther Maria P.

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

Submitted Jan 2021

A fantastic performance product.

Likeliness to Recommend

8 /10

What differentiates Insightly CRM from other similar products?

It is used in our sales department, the role it has played in it has been quite good, especially we have gained speed when it comes to contacting our clients and we have also managed to streamline our outbound and inbound marketing campaigns.

What is your favorite aspect of this product?

Among the great advantages of this product is its great capacity to assign tasks easily and without so many complications, and its verification is carried out in a practical and intuitive way. allows us to easily follow up on our new contacts. His reports are also very good, they are adapted to the needs that prevail in our department.

What do you dislike most about this product?

It has some bugs which are not so big that they bother the user experience a bit, such as, for example, that it is not possible to track the quotes based on the budget or objective of the same. also the workflow for assigning tasks leaves much to be desired and in my opinion it is not up to the standard of the rest of the software.

What recommendations would you give to someone considering this product?

It is a highly recommended product which can be perfectly adapted to a department and even a complete sales section if it is not large, however when the size begins to be considerable, the product tends to incur small errors due to the high number of homework.

Pros

  • Helps Innovate
  • Reliable
  • Acts with Integrity
  • Includes Product Enhancements

Stella O.

  • Role: Sales Marketing
  • Industry: Other
  • Involvement: End User of Application
Validated Review
Verified Reviewer

Submitted Nov 2020

Excellent CRM tool that covers needs to help grow

Likeliness to Recommend

9 /10

What differentiates Insightly CRM from other similar products?

Insightly has been a most profitable tool on the market for CRM. It offers me a platform with a very easy to use and intuitive interface to thus obtain a better relationship with clients and potential clients. It is much easier to integrate with other platforms.

What is your favorite aspect of this product?

This platform optimizes my sales activities in a much simpler way and I can also deliver great content to my clients in a personalized way, thus improving the relationship and increasing the compression. I love that I can integrate a storage tool like Outlook where I can save a backup of my data or also be able to integrate Oracle as a database.

What do you dislike most about this product?

You can have security problems when hosting the data within a public or third-party cloud, this makes you lose a bit of quality standards when looking for a reliable product. This would be my biggest problem with this platform, otherwise everything goes on the fly.

What recommendations would you give to someone considering this product?

When campaigns are being carried out, it provides updates in real time, being able to track the general performance instantly, being aware of the events that happen. This platform can be a key tool when making business decisions through key performance indicators.

Pros

  • Helps Innovate
  • Reliable
  • Enables Productivity
  • Trustworthy
  • Role: C-Level
  • Industry: Media
  • Involvement: End User of Application
Validated Review
Anonymous Reviewer

Submitted Oct 2020

Great Basic CRM

Likeliness to Recommend

6 /10

Pros

  • Reliable
  • Performance Enhancing
  • Enables Productivity
  • Security Protects

Cons

  • Commodity Features

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