Insightly CRM

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.

Languages supported: English, French, Italian, Dutch, Portuguese, Spanish

Platforms: Mac, Win, Linux

Price: $$$$$

Business Size: 1

8.2/10 (Expert Score) ★★★★★
Product is rated as #254 in category CRM Software
Ease of use
8.3
Support
8.0
Ease of Setup
0.0

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Insightly is a unified customer relationship management (CRM) platform for growing businesses
across all industries, including manufacturing, professional services, health & wellness, media,
education, retail, construction, and others. With more than 1.5 million users worldwide, Insightly
is the world’s most popular CRM software for Google and Office 365 users.В 

Centralize and manage all your customer, sales, and business data—leads, contacts, emails,
events, quotes, projects, tasks, opportunities, and business reports—in one easy-to-use,
flexible, and secure CRM that scales with your business.В 

Increase sales efficiency and transparency with Insightly’s enterprise-grade Products, Price
books, and Quotes (PPQ) capabilities. Quickly search, track, and manage millions of distinct
products and services right inside the Insightly platform. Connect products and services to
individual opportunities, eliminating human errors, bottlenecks, and inconsistencies. With
Insightly’s PPQ, your field teams can generate custom quotes, contracts, and proposals for their
opportunities with just a few clicks. Enjoy complete control and visibility into what you sell, to
whom, when, and at what price.В 

Use Insightly’s custom objects and apps to tailor workflows and processes to your unique
business needs and preferences, ensuring high adoption and satisfaction.В 
Easily integrate Insightly with other tools, including email, file management, accounting, and/or
messaging platforms. For any other integrations, Insightly offers an open (and free) RESTful
API, webhooks, or Lambda functions to enable data synchronization.

CRM Integrations include:
Gmail
G-Suite & Google Apps
Google Drive
Google Docs, Sheets, Slides
Quickbooks Online
Xero
Slack
Dropbox
Box
MailChimp
Evernote
Zapier
Facebook Lead Ads
And more..В 

Manage everything on the go with award-winning mobile applications for both Android and iOS.
Scan business cards and upload all information in one click, update projects and records in real-time, and enable your field team to create and update opportunities right at the client’s location.

Insightly CRM
Insightly CRM

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Customer Reviews

Insightly CRM Reviews

Elizabeth S.

Advanced user of Insightly CRM
★★★★★
Great, free solution for tracking leads!

What do you like best?

As a freelancer, Insightly makes it so much easier to keep track of clients and potential leads than trying to do it with Gmail alone. I can easily see who I've contacted, when communication took place, and add notes.

What do you dislike?

There's a Gmail integration, but it's lacking. I still generally need to do quite a bit manually to keep personal or otherwise irrelevant contacts out, and I need to manually add notes and go through occasionally to see who is no longer at their respective organizations. (This was a bit of a challenge after all the pandemic-related layoffs.) The system attempts to link contacts' social media accounts, but it's not always accurate, especially for those with more common names. The design feels out-of-date, but it's fine for something that's free.

What problems are you solving with the product? What benefits have you realized?

Insightly is great for keeping contacts organized and being able to easily see my records and notes on each of them. It's so much easier than trying to track contacts via Gmail or Word, and it's a good free solution for a freelancer who doesn't have a big budget for business tools.

Review source: G2.com

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