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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.

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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

Jackie A.

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

Submitted Feb 2020

it helps our business stay more organized

Likeliness to Recommend

8 /10

What differentiates Insightly CRM from other similar products?

the organization and ease of use.

What is your favorite aspect of this product?

how it keeps our data

What do you dislike most about this product?

I really haven't had any issues

What recommendations would you give to someone considering this product?

try it! it works great with businesses

Pros

  • Saves Time
  • Helps Innovate
  • Reliable
  • Performance Enhancing

Nicki T.

  • Role: Human Resources
  • Industry: Education
  • Involvement: End User of Application
Validated Review
Verified Reviewer

Submitted Feb 2020

Life is so much easier!!

Likeliness to Recommend

10 /10

What differentiates Insightly CRM from other similar products?

Insightly is easy to learn, use, and navigate.

What is your favorite aspect of this product?

All the information is right where you need it and easy to locate.

What do you dislike most about this product?

There's nothing to dislike. It does what we need it to do and makes things run smoothly.

What recommendations would you give to someone considering this product?

Unsure. I am still new to it myself.

Pros

  • Trustworthy
  • Efficient Service
  • Effective Service
  • Caring

Casey I.

  • Role: Public Sector
  • Industry: Not for Profit
  • Involvement: End User of Application
Validated Review
Verified Reviewer

Submitted Feb 2020

Easy to use but too specific for non-niche users

Likeliness to Recommend

8 /10

What differentiates Insightly CRM from other similar products?

It’s more intuitive than other products. Definitely easier for new users than other programs

What is your favorite aspect of this product?

The ease of navigation and implementation. I had to do very little work to figure it out

What do you dislike most about this product?

The vocabulary is still difficult for those outside the nice market

What recommendations would you give to someone considering this product?

Review the instructional videos and FAQ as you work your way through the program. Don’t pay for extra features until you’re set on the basics

Pros

  • Respectful
  • Enables Productivity
  • Effective Service
  • Friendly Negotiation

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