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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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
Jackie A.
- Role: Operations
- Industry: Other
- Involvement: End User of Application
Submitted Feb 2020
it helps our business stay more organized
Likeliness to Recommend
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
Submitted Feb 2020
Life is so much easier!!
Likeliness to Recommend
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
Submitted Feb 2020
Easy to use but too specific for non-niche users
Likeliness to Recommend
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