Insightly CRM Overview
This is a summary of the comprehensive capabilities and benefits of Insightly CRM based on over 11213 insights from peer reviews, customer testimonials, and expert opinions. We included citations from these sources so you can read the full content at the original source if you wish.
Insightly CRM, Freshsales, Pipeline CRM, Microsoft Dynamics 365 for Sales, Salesforce Sales Cloud, etc., all belong to a category of solutions that help CRM. Each of them excels in different abilities. Therefore, determining the best platform for your business will depend on your specific needs and requirements.
Do you need to check if Insightly CRM is right for your needs? Our Cuspera AI engine can evaluate how Insightly CRM fits your specific business needs, industry, and context. Get your personalized assessment report today.
Insightly CRM supports business activities such as:
- Contact List Management
- Engagement Management
- Workflow Management
- Lead Tracking
- Communication Management
Insightly CRM can help you with many business goals, such as Enhance Customer Relationships, Acquire Customers, Increase Sales & Revenue, Improve Internal Communications, Improve Stakeholder Relations, etc. It can help manage these activities if you use E-Mail for these needs. As a solution, Insightly CRM's capabilities include Recording, Personalization, Dashboard, etc.
Insightly CRM was founded in 2009. Information Technology and Services Vertical is its biggest customer base.
Reviews
"We wanted one system that could do everything that we were doing with three separate systems, so we went with Insightly. Insightly’s price point was also very appealing and allowed us to reduce our costs by 40%. " - Jamie Paton
Cuspera Reviews
8 buyers and buying teams have used Cuspera to assess how well Insightly CRM solved their CRM needs. Cuspera uses 11213 insights from these buyers along with peer reviews, customer case studies, testimonials, expert blogs and vendor provided installation data to help you assess the fit for your specific CRM needs.
Business Priorities
Enhance Customer Relationships and Acquire Customers are the most popular business priorities peers achieved using Insightly CRM.
Use Cases
Peers recommend Contact List Management , Engagement Management , Workflow Management , as the business use cases that they have been most satisfied while using Insightly CRM.
Read Peer Reviews and Expert Experience for Business Use Cases
| BUSINESS USE CASES | RATINGS | CUSTOMER AND EXPERT EXPERIENCES |
|---|---|---|
| Contact List Management with E-Mail |
4.68/5 ★ |
"...With each customer interaction recorded in Insightly, we re able to make a smooth handoff to new hires, Crane said...." Case Study Vitajoy |
| tracking contacts |
4.84/5 ★ |
"...Import of contacts from Outlook and export into OutlookRelational connections between the organization and the individuals within the organizationAbility to create custom fields for tracking and classifying contacts..." Peer review by Tim Patterson, Executive Managing Director, Profound Development, LLC |
| creating contact list |
4.31/5 ★ |
"...Such a great way to save emails to existing contacts or create new ones right from email...." Peer review by Kate Shanley, Managing Director, Coachwell, Inc. |
| contacts history |
4.74/5 ★ |
"...Insightly has been an AMAZING tool to help keep contacts up to date, all communication history is available to know the history with the contact when emailing them next, I use the tasks daily to know who to follow up with, what to send, etc...." Peer review by Verified User, Administrative Assistant in Sales, Real Estate |
| Engagement Management with E-Mail |
4.54/5 ★ |
"...I used the task lists to organize my auditions, jobs, and follow ups...." Peer review by David Lisauskas, Professional Voice Over Talent, David Lisauskas Voice Over |
| engaging and following up |
4.49/5 ★ |
"...This makes it easy to know where to go to follow up or check up on a client's status...." Peer review by Sally Davies, Web design and digital marketing for business, Modur Creative |
| Workflow Management |
4.53/5 ★ |
"...We have been able to completely customize the workflow process and steps to complete projects...." Peer review by Ann Matuszak, CEO, Pixologie, Inc. |
| PEER EXPERIENCES | |
|---|---|
| Contact List Management with E-Mail |
4.68/5 ★ |
"...With each customer interaction recorded in Insightly, we re able to make a smooth handoff to new hires, Crane said...." Case Study Vitajoy |
|
| tracking contacts |
4.68/5 ★ |
| creating contact list |
4.68/5 ★ |
| contacts history |
4.68/5 ★ |
| Engagement Management with E-Mail |
4.54/5 ★ |
"...I used the task lists to organize my auditions, jobs, and follow ups...." Peer review by David Lisauskas, Professional Voice Over Talent, David Lisauskas Voice Over |
|
| engaging and following up |
4.54/5 ★ |
| Workflow Management |
4.53/5 ★ |
"...We have been able to completely customize the workflow process and steps to complete projects...." Peer review by Ann Matuszak, CEO, Pixologie, Inc. |
|
83+ more Business Use Cases
Our AI advisor, Wyz, harnessed 11213 insights from peers and experts to help you assess how these Insightly CRM use cases fit your CRM needs.
Customer Testimonials
| CUSTOMERS | TESTIMONIALS |
|---|---|
|
We wanted one system that could do everything that we were doing with three separate systems, so we went with Insightly. Insightly’s price point was also very appealing and allowed us to reduce our costs by 40%. Testimonial By Jamie Paton |
|
Insightly does everything in the most intuitive way possible. Testimonial By Seth Rodden |
|
We've improved sales velocity, access to actionable insights, and saved 20% by switching to Insightly’s unified CRM and marketing platform. Testimonial By Keith Gardner |
| CUSTOMERS | TESTIMONIALS |
|---|---|
|
Jamie Paton Director of SEO PCG Digital |
We wanted one system that could do everything that we were doing with three separate systems, so we went with Insightly. Insightly’s price point was also very appealing and allowed us to reduce our costs by 40%. Testimonial By Jamie Paton |
|
Seth Rodden Regional Sales Manager, Composites Krauss-Maffei |
Insightly does everything in the most intuitive way possible. Testimonial By Seth Rodden |
|
Keith Gardner Vice President, Sales & Marketing Hurst Review |
We've improved sales velocity, access to actionable insights, and saved 20% by switching to Insightly’s unified CRM and marketing platform. Testimonial By Keith Gardner |
Case Studies
| COMPANY | CASE STUDIES |
|---|---|
|
Case Study Veterans Assembled electronicsRead More |
|
Case Study We Got POPRead More |
|
Case Study KnightscopeRead More |
Frequently Asked Questions(FAQ)
for Insightly CRM
What is Insightly CRM?
What is Insightly CRM used for?
What are the top features of Insightly CRM?
Who uses Insightly CRM?
What are Insightly CRM alternatives?
Where is Insightly CRM located?
Popular Business Setting
for Insightly CRM
Top Industries
- Information Technology and Services
- Financial Services
- Education
Popular in
- Small Business
- Mid Market
- Enterprise
Peers used Insightly CRM to Enhance customer relationships and Acquire customers
Insightly CRM Alternatives
Peer and Expert Opinion on Features
for Insightly CRM
- Low
- Medium
- High
| FEATURES | RATINGS AND REVIEWS |
|---|---|
| Recording | Read Reviews (310) |
| Personalization | Read Reviews (280) |
| Dashboard | Read Reviews (174) |
| Templates | Read Reviews (126) |
| Alerts: popups & Notifications | Read Reviews (73) |
| FEATURES | RATINGS AND REVIEWS |
|---|---|
| Recording | Read Reviews (310) |
| Personalization | Read Reviews (280) |
| Dashboard | Read Reviews (174) |
| Templates | Read Reviews (126) |
| Alerts: popups & Notifications | Read Reviews (73) |
IT and Other Capabilities
for Insightly CRM
- Low
- Medium
- High
| CAPABILITIES (DATA) | RATINGS AND REVIEWS |
|---|---|
| Data Export | Read Reviews (805) |
| Data Import | Read Reviews (1694) |
| CAPABILITIES (DATA) | RATINGS AND REVIEWS |
|---|---|
| Data Export | Read Reviews (805) |
| Data Import | Read Reviews (1694) |
| CAPABILITIES (SUPPORT) | RATINGS AND REVIEWS |
|---|---|
| Email Support | Read Reviews (92) |
| Chat Support | Read Reviews (78) |
| 24/7 Support | Read Reviews (1185) |
| Phone Support | Read Reviews (153) |
| CAPABILITIES (SUPPORT) | RATINGS AND REVIEWS |
|---|---|
| Email Support | Read Reviews (92) |
| Chat Support | Read Reviews (78) |
| 24/7 Support | Read Reviews (1185) |
| Phone Support | Read Reviews (153) |
| CAPABILITIES (OTHER) | RATINGS AND REVIEWS |
|---|---|
| AI Powered | Read Reviews (5) |
| Analytics | Read Reviews (182) |
| Custom Reports | Read Reviews (1323) |
| CAPABILITIES (OTHER) | RATINGS AND REVIEWS |
|---|---|
| AI Powered | Read Reviews (5) |
| Analytics | Read Reviews (182) |
| Custom Reports | Read Reviews (1323) |
Software Failure Risk Guidance
?for Insightly CRM
Overall Risk Meter
Top Failure Risks for Insightly CRM
Vendor Profile Details
HQ Location
680 Folsom St Suite 550 San Francisco, CA 94107 USA
Employees
101-250
Social
Financials
SERIES C
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