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9.3

Spot Score

Insightly - CRM Software

Insightly

Streamline your sales and marketing efforts.

4.2

(1241)

Add to compare

Starts from $29/User/Month

Request a Quote

Overview

Features

Pricing

Alternatives

Ratings

Media

Customers

Integrations

Support

FAQs

What is Insightly?

Affiliate Disclosure

Insightly is a sales and marketing software that will help you manage your contacts, leads, deals and opportunities. You can organize your contacts into lists, collaborate with teammates via real time messaging, sync contacts from Outlook and Gmail and much more.

Pricing

  • Starts from $29/User/Month

  • Free Trial available

Customer Type

  • Freelancers

  • Large Enterprises

  • Medium Business

  • Small Business

Platform Type

  • SaaS/Web/Cloud

  • Mobile - Android

  • Mobile - iOS

Insightly software demo

View demo

Insightly Features

Features Score:

Contact Management
Project Management
Marketing Automation
Customer Support
List Management
Quotes (Proposals)
Call Logging
Time & Expense Tracking
Task Management
Status Tracking
Issue Management
Milestone Tracking
Percent-Complete Tracking
Portfolio Management
Project Planning
Resource Management
Product Catalog
Lead Scoring
Referral Tracking
Multivariate Testing
Analytics (ROI Tracking)
Campaign Segmentation
Email Drip Campaigns
Landing Pages
Lead Management
Lead Nurturing
Website Visitor Tracking
Timeline View
Channel Management

Insightly Pricing

Claim a Free Trial

Free Trial

  • Yes, It's available

Insightly Pricing

  • Starts from $29/User/Month

Pricing Model

  • Free trial

  • Paid Plans (Subscription )

Claim a Free Trial

Pricing Plans

Plus (CRM)

$29

/User/Month

  • Lead management

  • Automated, customized emails

  • Email templates

  • Web-to-lead capture

  • Kanban view

Show more +

Professional (CRM)

$49

/User/Month

  • Includes features of Plus plan, plus

  • Lead assignment and routing

  • Schedule outbound emails

  • Custom queues

  • Customizable, real-time insight cards: 100

Show more +

Enterprise (CRM)

$99

/User/Month

  • Includes features of Professional plan, plus

  • Customizable real-time insight cards: Unlimited

  • Custom fields: 200

  • Comprehensive audit logging

  • Field-based permissions

Show more +

Plus (Marketing)

$99

/Month

  • Marketing prospects included: 2000

  • Monthly email send volume: 5x prospects purchased

  • Email marketing automation

  • Journey builder

  • Email health reporting

Show more +

Explore in-depth pricing

Screenshots of the Insightly Pricing Page

Insightly pricing

Disclaimer: Pricing information for Insightly is provided by the software vendor or sourced from publicly accessible materials. Final cost negotiations and purchasing must be handled directly with the seller. For the latest information on pricing, visit website. Pricing information was last updated on .

View detailed pricing for Insightly

Free Insightly Alternatives

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9.6

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HubSpot CRM

Streamline your sales and marketing ...

9.1

Very Good

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Freshsales

Streamline your sales process with ...

9.3

Excellent

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Boost your sales with streamlined ...

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Close - CRM Software

Close

Accelerate your sales success with ...

8.6

Excellent

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Zoho CRM - CRM Software

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Efficiency at your fingertips.

9.8

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Salesforce - CRM Software

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9.8

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View all Insightly alternatives

Insightly Reviews & Ratings

4.2

Very Good

Based on 1241 ratings & 876 reviews

Rating Distribution

Excellent

(501)

Very Good

(253)

Good

(72)

Poor

(40)

Terible

(10)

Expert's Review generated by AI

Insightly CRM stands out as a user-friendly and customizable platform for businesses aiming to improve sales processes and centralize customer data. Its strengths lie in its adaptability to various organizational needs, offering features such as pipeline tracking, task automation, and contact management. Users appreciate its ability to seamlessly integrate with ...Read more

User Review

DJ

Daniel Jacobsen

07/13/24

0 out of 5

Two things I like about this software. First, it loads the contact person's social media profile, position, and other important data once you save his ...

Read more

AU

Anonymous User

02/22/24

5 out of 5

"Does the job at a fair price."

What do you like best about Insightly CRM? Gmail integration is really good. It allows us to see what's in the pipeline and plan. What do you dislike ...

Read more

AU

Anonymous User

02/14/24

5 out of 5

"Insighty for improved efficiency in association management"

What do you like best about Insightly CRM? Insightly is very user friendly and customizable to fit your specific needs. It also has connectivity ...

Read more

AU

Anonymous User

02/08/24

4.5 out of 5

"A great CRM tool to keep all teams informed"

What do you like best about Insightly CRM? It's great as a central place to house customer information, where all internal teams can access it. I like ...

Read more

View all Reviews

Insightly Customers

4over LLC-logo

4over LLC

Savanta-logo

Savanta

Atlanta Eats-logo

Atlanta Eats

BookFuel-logo

BookFuel

AT and T-logo

AT and T

Bosch-logo

Bosch

Insightly Integrations

Zapier_Logo
Zapier
MailChimp_Logo
MailChimp
Slack_Logo
Slack
Automate.io_Logo
Automate.io
Google Calendar_Logo
Google Calendar
Gmail_Logo
Gmail
Google Drive_Logo
Google Drive
PieSync_Logo
PieSync
PandaDoc_Logo
PandaDoc
SupportBee_Logo
SupportBee
View all integrations

Insightly Support

Contact

+1 888-999-4039

Customer Service

Business Hours

Online

Location

San Francisco, California

Reach out to Insightly Social channels

Insightly Instagram

Insightly YouTube

Insightly LinkedIn

Frequently Asked Questions (FAQs)

Stuck on something? We're here to help with all the questions and answers in one place.

Insightly is a CRM Software. Insightly offers Quotes (Proposals), List Management, Customer Support, Marketing Automation, Referral Tracking and many more functionalities.

Some top alternatives to Insightly includes monday.com, Pipedrive, HubSpot CRM, Freshsales and Pipeline CRM.

Yes, Insightly provides API.

Yes, Insightly provides mobile app.

Insightly is located in San Francisco, California

Insightly offers Free Trial, Subscription pricing models

Yes, Insightly can integrate with Zapier, MailChimp, Slack, Automate.io and many more.You can find more integration for Insightly here

The starting price of Insightly is $29/User/Month

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