`Insightly logo
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Software Status:Active

About `Insightly

Insightly is a CRM software from Insightly that provides tools for managing customer relationships and project management. It includes features for contact management, project tracking, and task assignment so users can efficiently oversee sales pipelines and team collaboration. Insightly also supports integrations with various applications, enabling users to consolidate their workflows in one platform. Additionally, it offers reporting and analytics for better visibility into performance metrics. Users can create custom dashboards for tailored insights and automate routine tasks to save time. Key capabilities: contact management project management task assignment reporting integrations Best for: small to medium-sized businesses that need a comprehensive solution for managing client interactions and projects.

`Insightly Details

Vendor
Insightly
Year Launched
Location
San Francisco, CA, US
Deployment
cloud, ios, android
Training Options
documentation, videos, live online
Countries Served
All Countries
Languages
English, German, Spanish, French, Italian, Dutch, Portuguese, Polish, Russian, Japanese, Chinese (Simplified), Chinese (Traditional)
Users
Sales Representatives, Customer Success Managers, Marketing Coordinators, Project Managers, Business Development Executives, Administrative Staff
Industries Served
Agencies, Finance, Healthcare, Manufacturing, Professional services
Tags
CRM, Sales Pipeline, Automation, Customer Management, Project Management, Data Validation, Customization, Business Insights, Mobile CRM, Business Growth.

`Insightly's In-App Market Place

Does `Insightly have an in-app market place?

Yes

How many Mini-Apps in the marketplace?

1

Mini Apps

NA

Pricing Options

Free trial
Free version
Request a quote
Promo Offer

Accepted Payment Currencies

USD ($), EUR (€), GBP (£), AUD (A$), CAD (C$), JPY (¥), CHF (CHF), NZD (NZ$), SGD (S$), HKD (HK$), CNY (¥)

Pros & Cons

  • User-friendly and intuitive interface
  • Easy contact and communication management
  • Strong collaboration features (e.g., App Connect)
  • Seamless integration with tools like Outlook, Google, AutoCAD
  • Good customization with fields and tags
  • Web-based, no downloads required
  • Helpful for tracking tasks and opportunities
  • Interface can feel cluttered or outdated
  • Complex setup for new users
  • Limited field caps and customization in custom objects
  • Automation issues (failures, delays, overlap)
  • Difficult reporting setup
  • Poor account closure experience and spam complaints
  • App Connect is powerful but expensive and needs specialist help

`Insightly's Support Options

Email Address

sales@insightly.com

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