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Insightly Reviews, Features & Pricing 2021 - Wheelhouse

  • Overview
  • Reviews
  • Features
  • Pricing
  • Resources
  • Media
Wheelhouse Score
2.66/5
Above Average
Rating
4.08/5
Excellent
Features
1.04/5
Average
Pricing
Lower-Cost

Join the over 850,000 people worldwide using the #1 CRM and project management app for small business teams, vendors and entrepreneurs. Insightly is a leading CRM for SMEs, and will save your workers’ time by automatically tracking all client or project related activity in one place.

Join the over 850,000 people worldwide using the #1 CRM and project management app for small business teams, vendors and entrepreneurs. Insightly is a leading CRM for SMEs, and will save your workers’ time by automatically tracking all client or project related activity in one place.

First created for Google applications, Insightly was set up with complete integration of Google applications. Unlike some other CRM systems, Insightly is easy to install and navigate in, allowing users to obtain relevant information quickly. Insightly offers an entirely free version (limited to 2 users). The standard version is $12 per person, with unlimited users. An enterprise version is also available with unlimited records.

If you do not use google application, you can also use the Insightly web application. You simply register on the website and can be ready to start in seconds. Insightly is especially useful because it can bind different information together; employees, their employer, project-related emails, tasks and opportunities are all intuitively linked so you can navigate between them with simple clicks. Insightly is also offers simple and efficient management of project tasks in addition to its more traditional CRM functionality.

The main features of Insightly include:

  • Emails integrate with Google Apps
  • Automatic address book
  • Notification and monitoring system
  • Quick Find stored data
  • See the impact of different sales and customer service exchanges
  • Integrated Gmail functionality in the app
  • Project management
  • Android native application
  • Tasks and progress monitoring
  • Public API
  • Integration with Google Calendar
  • Outlook and Office 365 Integration
  • Mobile app (available on iTunes)
  • Evernote and Dropbox integration
  • Options for creating projects

Insightly CRM’s functionality and flexibility make it an attractive option for many buyers. In particular, for freelancers and companies that have a few large contracts with a long lead time and high contact volumes, Insightly CRM is exactly the right solution.