Insightly

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What is Insightly?

Insightly is an intuitive CRM platform with a comprehensive set of functionalities, integrations, and a user-friendly interface

Insightly is the preferred CRM platform for businesses of all sizes, worldwide. It is the #1 CRM for G-Suite and Microsoft Office 365. With more than 1.5 million users in more than 25,000 companies, Insightly CRM helps businesses in every industry build lasting customer relationships, deliver projects, and grow revenues faster. In 2018, Insightly was named a Gartner Peer Insights Customers’ Choice for Sales Force Automation (SFA).



Insightly currently scores 85/100 in the CRM category. This is based on user satisfaction (84/100), press buzz (52/100), recent user trends (rising), and other relevant information on Insightly gathered from around the web.

The score for this software has declined over the past month. What is this?
www.insightly.com

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  • Insightly

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Insightly Product Overview

  • Relationships: Use relationship maps to identify the strongest relationships to any customer, track over time, and discover hidden connections.

  • Sales: Distribute leads to the right reps with automated lead capture and routing, manage opportunities in kanban view, and send tracked emails to prospects in a couple of clicks.

  • Projects: Convert won opportunities to projects without losing any data. Track milestones, manage processes, and integrate with external systems.

  • Business processes: Build and deploy custom applications with the Insightly platform across web and mobile in just a few minutes. Capture the data you need from customers or external systems and connect that information to existing records.

  • Mobile: Manage everything on the go with award winning mobile applications for both Android and iOS.

  • Integrations: Stay connected to the tools you already use, including Google Apps, Office 365, Slack, Mailchimp, etc.


Languages Supported: English, Italian, German, French, Spanish, Portuguese, Chinese
Regional Restrictions: n/a

CRM Software Buyer Guide 2022

Product recommendations, vendor rankings, market overview and tips on how to select CRM software for business. Published in May 2022.

This software category covers a wide range of applications aimed at making customer relationship management easier and more organized for businesses. CRM software typically features the ability to track customer interactions across multiple communication ch...

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Insightly Features

  • 2-Factor Authentication
  • A/B Testing
  • Analytics
  • API
  • Audience Targeting
  • Batch Permissions & Access
  • Budgeting
  • Calendar Management
  • Contact Management
  • Contact Sharing
  • Conversion Tracking
  • CRM Integration
  • Customer Management
  • Dashboard
  • Data Export
  • Data Import
  • Data Visualization
  • Email Integration
  • Employee Database
  • Expense Tracking
  • External Integrations
  • File Sharing
  • File Transfer
  • Forecasting
  • Gantt Charts
  • Google Apps Integration
  • Inventory Tracking
  • Keyword Tracking
  • Lead Management
  • Lead Scoring
  • Link Tracking
  • Marketing Automation
  • Multi-Account
  • Multi-App
  • Multi-Currency
  • Multi-User
  • Notifications
  • Project Management
  • Referral Tracking
  • Scheduling
  • SEO
  • Social-Media Integration
  • Supplier Management
  • Task Scheduling/Tracking
  • Third-Party Plugins/Add-Ons
  • Travel Management
  • Custom Data Forms
  • Call Tracking
  • Call Disposition
  • Softphone
  • Time Management
  • Sales Motivator
  • Click-to-Dial
  • Prioritization
  • Roadmapping
  • Resource Management
  • Collaboration Support
  • Software Integration
  • Objectives Tracking
  • Sales Automation
  • Process Modeling
  • Process Reporting
  • Workflow Management
  • Access Management
  • Dashboards
  • Status Notifications
  • Reports
  • Visualization
  • Pipeline Management

Insightly FAQs

What are some applications Insightly is commonly used in tandem with?

Google Apps
Office 365

What is Insightly generally used for?

Customer relationships management
Sales management
Project management

Does Insightly offer multi-user capability (e.g. teams)?

Yes.

Who are the main user groups of Insightly?

Mid-sized businesses across different industries

Does Insightly offer guides, tutorials and or customer support?

Yes.

Does Insightly offer an API?

Yes.

Does Insightly integrate with any other apps?

Yes.

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