Insightly Reviews & Overview

What is Insightly?

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.

Company:Insightly

Categories:CRM

Platforms:

Links:App Store, Google Play

Insightly Recent Reviews

Matthew

Reviewed on 19 April 2023

Love Insightly

After reducing the number of employees in my business, I switched to Insightly and found it to be a better fit for our niche recruiting needs. The simplicity of the product made it more effective, as it was easy to learn and use."

Pros

Insightly's customizable fields and easy configuration make it a great fit for my recruiting business needs.

Cons

However, compared to other CRM products, Insightly's advancement and development seems to be slower.

Michael

Reviewed on 20 March 2023

Works well for me

By using Insightly CRM, I am able to consolidate my client base, streamline my relationships, and effectively manage my business operations, tasks, and regulations.

Pros