Insightly CRMUsed by 73% Professionals

Insightly CRM Overview




( rating)
  • Linux
  • Windows
  • Large Enterprises
  • Small Businesses

Insightly CRM empowers sales teams to develop top-notch customer interactions. It serves organizations of all sizes across a range of industries like consulting, manufacturing, media, technology, professional servies, and others. More than 25,000 enterprises and 1.5 million users employ Insightly to build tailored marketing campaigns and automate business operations.

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About Insightly CRM

Insightly CRM Features

  • Insightly CRM FeaturesDesign Dashboards : Allows building and sharing beautiful data visualizations to uncover insights and progress.
  • Insightly CRM FeaturesCustom Apps : Allows building and deploying custom apps with validation rules, workflow automation, and dashboards.
  • Insightly CRM FeaturesDataset Management : Captures, stores, and develops relationships between datasets with custom objects.
  • Insightly CRM FeaturesRelationship Linking : Flexible record linking functionality helps to map and better understand complex customer relationships.
  • Insightly CRM FeaturesLead Routing : Leverages leads’ relevant information to automatically route leads to the right person.
  • Insightly CRM FeaturesWorkflow Automation : Allows developing multi-step business processes like generating tasks, sending email alerts, and more.

Insightly CRM Competitors

Insightly CRM Ratings and ReviewsInsightly CRM Ratings and Reviews has rated
Insightly CRM as 4.1



  • G2
  • GetApp
  • Trustradius
  • Capterra
Top Reviews
  • Verified User in Consumer ServicesSmall-Business(50 or fewer emp.)



    Insightly works well as a CRM Keeps track of several different types of pipelines and is flexible to meet our specific needs Insightly is the only CRM I have used, so not sure how this compares Learning how to take advantage of all the features is a chore. I basically stick to what I know, but I understand there are many features that I don't know. This is similar to my top of the line Microwave -- all I use is the "add 30 seconds" button. It is too much to learn how to use all the microwave features, and in the same way it is too cumbersome to use all the Insightly features. Keeping track of leads, opportunities and existing projects is super helpful Getting reports is relatively easy That is about all I do, but as mentioned previously I'm sure there are many more features that can be used.

  • Verified User in Real EstateMid-Market(51-1000 emp.)



    Easy to change features and mold into different style of organizing Not suited for real estate industry. Hard to reconfigure Stop upgrading. Customer organization of information.

Insightly CRM PricingInsightly CRM Pricing

StartingUSD 29/moBilled Monthly
StartingUSD 99/moBilled Monthly
StartingUSD 99/moBilled Monthly