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
Need Assistance?
We're here to help you with understanding our reports and the data inside to help you make decisions.
Get AssistanceInsightly 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.
85 Likeliness to Recommend
90 Plan to Renew
83 Satisfaction of Cost Relative to Value
Emotional Footprint Overview
+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
Jessica D.
- Role: Student Academic
- Industry: Education
- Involvement: Initial Implementation
Submitted Feb 2020
Easy, intuitive to use. Great features.
Likeliness to Recommend
What differentiates Insightly CRM from other similar products?
Ease of use and the intuitive interface
What is your favorite aspect of this product?
Functionality and the additional info we get to use with the software
What do you dislike most about this product?
Could be more flexible for other types of work - interacting with clients for services more than products
What recommendations would you give to someone considering this product?
Just consider your specific needs and whether this is the best for those needs
Pros
- Enables Productivity
- Caring
- Helps Innovate
- Continually Improving Product
Cons
- Vendor Friendly Policies
- Charges for Enhancements
- Leverages Incumbent Status
Jordan B.
- Role: C-Level
- Industry: Telecommunications
- Involvement: IT Leader or Manager
Submitted Feb 2020
the pros outweigh the cons by far
Likeliness to Recommend
What differentiates Insightly CRM from other similar products?
customizable to your companies need is uncanny.
What is your favorite aspect of this product?
collaborating across the company in real time
What do you dislike most about this product?
learning it, getting used to it's flow
What recommendations would you give to someone considering this product?
trial and error can sometimes be disastrous
Pros
- Performance Enhancing
- Enables Productivity
- Unique Features
- Respectful
Cons
- Vendor Friendly Policies
Danielle T.
- Role: Industry Specific Role
- Industry: Education
- Involvement: End User of Application
Submitted Feb 2020
Wonderful product. Intuitive and easy to use.
Likeliness to Recommend
What differentiates Insightly CRM from other similar products?
This is easier to use.
What is your favorite aspect of this product?
The customer service.
What do you dislike most about this product?
There is nothing that I dislike about this product.
What recommendations would you give to someone considering this product?
I recommend this product because it’s easy to use.
Pros
- Helps Innovate
- Continually Improving Product
- Reliable
- Enables Productivity