Insightly CRM Guide – Read our In-Depth Insightly CRM Review

Insightly CRM is a fully functional Crm software platform.

This Insightly CRM review has been updated for 2021 by industry experts with years of business software experience in development, implementation and use.

We have collated thousands of datapoints for all of our Crm software reviews.

This Insightly CRM review contains the latest information about Insightly CRM.

If you are looking for new Crm software then so many details may be perplexing for you. Finding new Crm software demands expert analyzing skills and thorough knowledge. You will need to fully understand what each piece of Crm software can do to ensure it is a good fit for your business. For starters, you need to choose the ideal Crm software provider who'll be clear with you always.

Within this fast-paced universe of business software, you'll need guidance to make correct decisions. Insightly CRM is just one such piece of Crm software which will enhance your business. It's crucial that you know about Insightly CRM before you invest your money in their software.

Our entire Insightly CRM Review covers everything you need to learn about their Crm software. A fantastic piece of Crm software can ease multiple burdens within a business and give you positive ROI. If you want to make a good return on investment, you should use Crm products that aligns with your business needs.

There's absolutely no sure-fire way to ensure a good ROI; therefore, you must carefully analyze any new Crm software before you select them. It is a common misconception that all Crm products will be exactly the same, but that is not true. Wrong judgment, in the beginning, can put your business in reverse.

Insightly is a provider of crm software that has forged its way successfully over the years and provides one of the best Crm software on the market. In this review, we've tried to collate some of the important aspects of Insightly CRM. This review can allow you to understand whether software from Insightly is a fantastic match for your business or not. We've tried to breakdown all the qualities and charges for your convenience.

Insightly CRM Ratings

Insightly CRM Overall Rating
82%
Insightly CRM Ease Of Setup Rating
83%
Insightly CRM Ease Of Use Rating
82%
Insightly CRM Support Rating
78%

How To Choose The Best Crm Software For Your Business

When deciding whether Insightly CRM is the most appropriate crm software for your business there are 5 things to consider and do to make the right choice:

  • Detail Out what you need to achieve from using Insightly CRM
  • Does Insightly CRM suit your needs as a full Crm platform?
  • Fully understand the Insightly CRM crm platform and tools. Do the Insightly CRM tools and resources align with your business needs?
  • Decide the budget available to implement a new Crm solution and do the offerings from Insightly CRM offer the features you need within the budget.
  • Register for a account with Insightly CRM. Ask for a callback and demo to finally check that the solution is right for you.
  • Insightly CRM Review – Company Overview

    Full Company Name Insightly
    Website URL http://www.insightly.com
    Insightly Phone Number None
    Year Founded 2012
    Insightly Address San Francisco, CA
    Insightly Employees (As per LinkedIn) 127
    Revenue Unknown
    Ownership Private
    Insightly Twitter Handle @insightly
    Insightly Twitter Followers 7506
    Insightly LinkedIn https://www.linkedin.com/company/2729320/
    Main Software Features Performance and Reliability - CRM, Contact & Account Management, User, Role, and Access Mgmt. - CRM,

    Insightly CRM Pricing & Costs

    Plus

    $29 user per month (billed annually)

    Professional

    $49 user per month (billed annually)

    Enterprise

    $99 user per month (billed annually)

    What is Insightly CRM?

    Insightly CRM is a fully functional piece of crm software provided by Insightly and is targeted for small to enterprise sized businesses.

    Insightly was founded in 2012 in San Francisco, CA.

    Insightly CRM is a tool for managing your contacts and related organisations, partners, vendors and suppliers. Insightly has a project management system built right in.

    Insightly CRM Free Trial

    Insightly CRM does not offer a free trial.

    While creating this Insightly CRM review we found that it offers a lot of advanced crmfeatures with its paid plans. You can learn more about some of the Insightly CRM Crm features further on in this Insightly CRM review.

    Is Insightly CRM The Best Crm platform In The World?

    Crm providers range from one man bands to giant companies; There is a whole lot out there. But, when it comes to selecting a Crm solution, there are several factors you have to factor in. To be able to make sure that Insightly CRM is the best Crm solution to your small business, take a look at our guide below.

    Insightly CRM Features

    Insightly CRM offers professional crm festures like Performance and Reliability - CRM, Contact & Account Management, User, Role, and Access Mgmt. - CRM,

    Insightly CRM Review - Sales Force Automation Features & Rating

    Sales Force Automation Features Rating
    Contact & Account Management
    83%
    Partner Relationship Mgmt. (PRM)
    78%
    Opportunity & Pipeline Mgmt.
    81%
    Task / Activity Management
    79%
    Territory & Quota Management
    74%
    Desktop Integration
    79%
    Product & Price List Management
    73%
    Quote & Order Management
    75%
    Customer Contract Management
    78%

    Insightly CRM Review - Marketing Automation Features & Rating

    Marketing Automation Features Rating
    Email Marketing
    74%
    Campaign Management
    74%
    Lead Management
    79%
    Marketing ROI Analytics
    74%

    Insightly CRM Review - Customer Support Features & Rating

    Customer Support Features Rating
    Case Management
    77%
    Customer Support Portal
    75%
    Knowledge Base
    78%
    Call Center Features
    74%
    Support Analytics
    76%

    Insightly CRM Review - Reporting & Analytics Features & Rating

    Reporting & Analytics Features Rating
    Reporting
    77%
    Dashboards
    77%
    Forecasting
    75%

    Insightly CRM Review - Mobile & Social Features & Rating

    Mobile & Social Features Rating
    Social Collaboration Features
    78%
    Social Network Integration
    79%
    Mobile User Support
    78%

    Insightly CRM Review - Platform Features & Rating

    Platform Features Rating
    Customization
    77%
    Workflow Capability
    79%
    User, Role, and Access Management
    83%
    Internationalization
    79%
    Document & Content Mgmt.
    77%
    Performance and Reliability
    84%
    Output Document Generation
    76%

    Insightly CRM Review - Integration Features & Rating

    Integration Features Rating
    Data Import & Export Tools
    78%
    Integration APIs
    76%
    Breadth of Partner Applications
    74%

    Alternatives To Insightly CRM

    Insightly CRM not quite right for you? A Lot of people want crm software to aid their business goals. What's challenging is finding out whether or not the software you choose is right for your business. We have compiled a list of crm software that our reviewers voted best overall compared to Insightly CRM. Based on thousands of datapoints, you can see how Insightly CRM stacks up to the competition, and find the best fit for your business.

    The Top 20 Insightly CRM alternatives are listed below

    CentralStationCRM

    Overall rating 84%
    Setup Rating 50%
    Ease Of Use Rating 30%
    Support Rating 40%
    About CentralStationCRM

    CentralStationCRM was founded in 2010 in Cologne (Kln) ,Germany.

    CentralStationCRM helps you keep track of all activity involving your customer relationships. From managing contact details, storing notes, emails and tasks to collaboration with colleagues and coworkers

    Bluwave CRM

    Overall rating 84%
    Setup Rating 50%
    Ease Of Use Rating 30%
    Support Rating 40%
    About Bluwave CRM

    Bluwave CRM was founded in 2011 in Gauteng, South Africa.

    BluWave CRM Software involves using software to radically streamline all phases of the sales process, minimizing the time that sales staff require to spend on each phase.

    EwhizSales

    Overall rating 84%
    Setup Rating 50%
    Ease Of Use Rating 30%
    Support Rating 40%
    About EwhizSales

    EwhizSales was founded in 2009 in Maharashtra, India.

    Whiz Sales supports lots of features for CRM software. It is very effective to use for all type of business industries. All its features are updated time to time.

    ConvergeHub

    Overall rating 90%
    Setup Rating 50%
    Ease Of Use Rating 100%
    Support Rating 83%
    About ConvergeHub

    ConvergeHub was founded in 2013 in Dublin, CA, USA.

    Cloud-based CRM software for SMBs

    Reflect CRM

    Overall rating 80%
    Setup Rating 50%
    Ease Of Use Rating 30%
    Support Rating 40%
    About Reflect CRM

    Reflect CRM was founded in 1993 in Greenwood Village, CO.

    Reflect CRM for both Mac and Windows enables a business to easily manage customer relationships and databases. In addition, improve client relationships by taking notes, tracking interactions, tasks and upcoming events.

    BuddyCRM

    Overall rating 80%
    Setup Rating 50%
    Ease Of Use Rating 67%
    Support Rating 40%
    About BuddyCRM

    BuddyCRM was founded in 1996 in Walsall, England.

    I like how it allows me as a manager to get visibility of interactions between sales members and customers more efficiently. Review collected by and hosted on G2.com.

    edrone

    Overall rating 90%
    Setup Rating 50%
    Ease Of Use Rating 100%
    Support Rating 100%
    About edrone

    edrone was founded in 2014 in Krakw,Poland .

    edrone eCRM is a system designed to analyze customer behavior and engage them using automated and personalized messages.

    Creatio

    Overall rating 92%
    Setup Rating 80%
    Ease Of Use Rating 91%
    Support Rating 91%
    About Creatio

    Creatio was founded in 2002 in Boston, Massachusetts.

    Unique synergy of intelligent BPM platform and unified CRM, with extensive marketplace of apps and templates.

    VipeCloud

    Overall rating 96%
    Setup Rating 50%
    Ease Of Use Rating 98%
    Support Rating 97%
    About VipeCloud

    VipeCloud was founded in 2011 in Palo Alto, CA.

    Your Customer Acquisition Solution. Consolidated Sales & Marketing Automation That Can Replace An Entire Stack For Half The Price.

    LEADTRACK Software

    Overall rating 84%
    Setup Rating 50%
    Ease Of Use Rating 30%
    Support Rating 40%
    About LEADTRACK Software

    LEADTRACK Software was founded in 1979 in Indiana,USA.

    Over the past four decades LEADTRACK has been the leader in providing sales lead management, CRM and sales lead tracking software.

    DigitalCRM CRM Software

    Overall rating 70%
    Setup Rating 50%
    Ease Of Use Rating 89%
    Support Rating 40%
    About DigitalCRM CRM Software

    DigitalCRM CRM Software was founded in 2002 in Delhi,India.

    DigitalCRM.com is designed to automate the workflow process of lead management, sales pipeline, marketing and customer acquisition giving companies the ability to track performance and increase productivity.

    Adpoint

    Overall rating 84%
    Setup Rating 50%
    Ease Of Use Rating 30%
    Support Rating 40%
    About Adpoint

    Adpoint was founded in 2009 in Broomfield, CO.

    With Adpoint CRM, your sales team can organize their day and close deals quickly. They can easily manage accounts, contacts, and opportunities.

    FunnelMaker

    Overall rating 84%
    Setup Rating 50%
    Ease Of Use Rating 30%
    Support Rating 40%
    About FunnelMaker

    FunnelMaker was founded in 2012 in Dallas,United States.

    CRM, Email Marketing, Social Media, and more. Your all-in-one business solution.

    Inboundio

    Overall rating 86%
    Setup Rating 50%
    Ease Of Use Rating 30%
    Support Rating 40%
    About Inboundio

    Inboundio was founded in 2013 in Bangalore,India.

    World's Most Powerful Inbound Marketing Software

    Aurea CRM

    Overall rating 86%
    Setup Rating 81%
    Ease Of Use Rating 91%
    Support Rating 82%
    About Aurea CRM

    Aurea CRM was founded in 2012 in Austin, TX.

    Aurea CRM is a comprehensive customer relationship management solution that helps companies manage every lead, opportunity and interaction with customers throughout their journey

    Talisma

    Overall rating 60%
    Setup Rating 63%
    Ease Of Use Rating 55%
    Support Rating 62%
    About Talisma

    Talisma was founded in 1988 in Boca Raton, FL.

    Talisma's CRM solution for Higher Education includes service, marketing, and sales components, with knowledgebase, email and campaign tools.

    Gold-Vision

    Overall rating 80%
    Setup Rating 50%
    Ease Of Use Rating 67%
    Support Rating 40%
    About Gold-Vision

    Gold-Vision was founded in 2001 in Puttestraat, BELGIUM.

    On-site or hosted CRM software with fully integrated E-mail Marketing and Lead Management

    Groundhogg

    Overall rating 86%
    Setup Rating 50%
    Ease Of Use Rating 30%
    Support Rating 40%
    About Groundhogg

    Groundhogg was founded in 2018 in Toronto,United States .

    Marketing Automation designed for Wordpress Users which offers seamless integrations to over 26 popular Wordpress Plugins such as WooCommerce, Twilio, AWS SES, ThriveCart, Zapier and Gravity to name but a few. Optimize your next actionable insights based on your real time visitors. Own your data and keep everything you need in your Wordpress eco-system!

    Centra Hub CRM

    Overall rating 84%
    Setup Rating 50%
    Ease Of Use Rating 30%
    Support Rating 40%
    About Centra Hub CRM

    Centra Hub CRM was founded in 2015 in Wilmington, USA.

    The solution enables users to effectively convert leads and opportunities into revenue-paying customers with its powerful engine. It helps organizations to boost operations with features such as sales lifecycle stages (including estimation), quotation management, authorizations, calendars & activity trackers and many more power-packed options through its robust, easy-to-use and comprehensive platform that is agile enough to suit the size and scale requirements of any business.

    M2Advisor

    Overall rating 84%
    Setup Rating 50%
    Ease Of Use Rating 30%
    Support Rating 40%
    About M2Advisor

    M2Advisor was founded in 2001 in Zug, Switzerland.

    All the tools you need to run your advisory business