Category
CRM Software
Pricing Type

Free | Subscription

Price Range

US$15/user per month

The CRM that works for YOUR business

We designed Insightly as a simple to use yet powerful CRM system for small business. With integrations to Google Apps, Office 365, MailChimp, and major social media sites; great mobile apps for tablets and smart phones; and easy access to a REST API for custom integration, Insightly is the leading small business CRM.

- Insightly
Insightly Product Video
b Features & Options of Insightly
  • Contact Management: Calendar, auto address book, notes, search, custom fields and filters, file sharing, web to contact, tags, mass email, email templates.
  • Project Management: Milestones, pipelines and tasks for projects, auto email reminders, contact roles, track emails, view tasks and events by project, project files, task and event reports.
  • Lead Management: Tags, lead status, lead contact details, lead ratings, history , email.
  • Tasks & Events: Tasks with due dates and milestones, task categorisation, track tasks by due date.
  • Sales Opportunities: Current sales stage, plan purchased, owner, pipeline.
  • Reports: Custom reports, drag and drop, report templates, report scheduling, export to graphing tools.
Access & Support:
  • Users: Free plan – 2 users | Other plans – unlimited users.
  • Apps: Android, iPhone.
  • Support: Free – web FAQ | Basic – Email | Plus & Professional – Priority Email.
Insightly Pricing

Free: 2 users | Basic: US$15/user/month; 1 GB storage | Plus: $35/user/month; 10 GB storage | Professional: $59/user/month; 100 GB storage | Enterprise: $129/user/month; 250 GB storage.

Payment Discounts: Annual subscriptions – discount 17-20%.

Trial/Warranty: 14 day free trial.

Other Costs: None.

Integrations & Add-Ons
  • Accounting: QuickBooks Online, Xero.
  • Customer Service & Support: SupportBee.
  • Data Migration/Data Management: Data2CRM, Dedupely, Import2, Neatly, Piesync, Podbox.
  • Document Management: Box, Dropbox, Google Drive, OneDrive, Office365.
  • Email/Marketing: Gmail, Boomerang, Brandizi, DirectIQ, ininbox, MailChimp.
  • Productivity/Workflow: Evernote, Flow XO, Google Calendar, Hubstaff, Ninja Forms, TimeCamp, Zapier.
  • Sales: Hangouts, PandaDoc, Plus23, Proposable, QuoteRoller, Quotient, VipeCloud, Wishpond.
Ratings Summary
(4.1/5 from 413 reviews)

The rating score is a weighted average of ratings from these respected sources.

  • TrustRadius: 8.5/10 from 216 user reviews
  • G2 Crowd: 3.9/5 from 85 user reviews
  • GetApp: 3.5/5 from 59 user reviews
  • Software Advice: 4.1/5 from 44 user reviews
  • Capterra: 4.5/5 from 9 user reviews