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Insightly , Inc.

Insightly CRM

7.8 /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.

85 Likeliness to Recommend

90 Plan to Renew

83 Satisfaction of Cost Relative to Value


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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?

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

Jessica D.

  • Role: Student Academic
  • Industry: Education
  • Involvement: Initial Implementation
Validated Review
Verified Reviewer

Submitted Feb 2020

Easy, intuitive to use. Great features.

Likeliness to Recommend

5 /10

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
Validated Review
Verified Reviewer

Submitted Feb 2020

the pros outweigh the cons by far

Likeliness to Recommend

9 /10

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
Validated Review
Verified Reviewer

Submitted Feb 2020

Wonderful product. Intuitive and easy to use.

Likeliness to Recommend

10 /10

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

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