Insightly CRM Review 2025: Pricing, Features, Pros & Cons, Ratings & More
Co-Founder and Chief Data Scientist
Insightly CRM: Top CRM Software
4 / 5
Featured CRM Software Alternatives for Insightly CRM
$9 to $150/user/month
Yes, up to 2 users
E-signature software, call transcription, conversation routing
Editor's Take
HubSpot CRM is a powerful customer relationship management platform designed to help businesses manage their sales, marketing, and customer service efforts in one centralized place. Its user-friendly interface allows teams to track leads, monitor customer interactions, and automate sales pipelines. With built-in tools for email marketing, contact management, and analytics, HubSpot CRM provides deep insights into customer behavior and sales performance. The platform also supports seamless collaboration between marketing and sales teams through real-time updates and integrations with tools like Gmail, Outlook, and Slack. Additionally, its automation features help reduce manual tasks, enabling teams to focus on building relationships and closing deals. HubSpot CRM is scalable, making it ideal for businesses of all sizes, from startups to large enterprises.
Expert Score
In evaluating SaaS software, a comprehensive and structured methodology ensures a fair and accurate comparison across key metrics. This approach focuses on the most critical aspects that affect user experience, functionality, and business value. The following metrics—general features, cost, customer service, integrations, and mobile support—are evaluated to provide a holistic view of each software solution’s strengths and weaknesses. These metrics are selected based on their direct impact on software usability, scalability, and long-term effectiveness for businesses.
1. General Features - scoring weight 40%
This metric evaluates the core functionalities and tools the software offers. It involves assessing the comprehensiveness of the features, their relevance to the target users, and the ease of use. This is important because robust and well-designed features determine the software's overall utility and efficiency in solving user problems.
2. Cost - scoring weight 15%
Cost analysis focuses on pricing models, value for money, and scalability. It's crucial to evaluate whether the software’s features justify its price, considering different plans for small and large organizations. This is vital for businesses to ensure they invest in cost-effective solutions that fit their budget.
3. Customer Service - scoring weight 15%
This evaluates the responsiveness, quality, and availability of customer support, including channels like chat, email, or phone. Good customer service is essential for troubleshooting and ensuring smooth software usage, which reduces downtime and frustration for users.
4. Integrations - scoring weight 15%
This examines how well the software integrates with third-party tools (e.g., CRM, payment systems, collaboration apps). Seamless integrations are key for creating a unified workflow and enhancing productivity by connecting multiple systems, which is crucial for operational efficiency.
5. Mobile Support - scoring weight 15%
Mobile support assesses the software’s functionality and performance on mobile devices, including apps and mobile web versions. With increasing remote work and on-the-go usage, strong mobile support is critical to ensure users can access and utilize the software effectively, regardless of location.
Custom
No
Sales automation, customer service, marketing
Editor's Take
NetSuite CRM is a comprehensive customer relationship management solution designed to support businesses in managing their entire customer lifecycle. It offers a full suite of tools for sales automation, customer service, marketing, and partner management, helping teams improve efficiency and build stronger customer relationships. With real-time visibility into customer interactions, NetSuite CRM enables businesses to track leads, manage opportunities, and forecast sales accurately. Its built-in analytics and reporting features provide deep insights into sales performance and customer behavior. NetSuite CRM integrates seamlessly with NetSuite’s enterprise resource planning (ERP) system, offering a unified platform for managing business operations. This scalability and flexibility make it ideal for growing businesses and enterprises seeking an all-in-one solution for customer relationship management.
Expert Score
In evaluating SaaS software, a comprehensive and structured methodology ensures a fair and accurate comparison across key metrics. This approach focuses on the most critical aspects that affect user experience, functionality, and business value. The following metrics—general features, cost, customer service, integrations, and mobile support—are evaluated to provide a holistic view of each software solution’s strengths and weaknesses. These metrics are selected based on their direct impact on software usability, scalability, and long-term effectiveness for businesses.
1. General Features - scoring weight 40%
This metric evaluates the core functionalities and tools the software offers. It involves assessing the comprehensiveness of the features, their relevance to the target users, and the ease of use. This is important because robust and well-designed features determine the software's overall utility and efficiency in solving user problems.
2. Cost - scoring weight 15%
Cost analysis focuses on pricing models, value for money, and scalability. It's crucial to evaluate whether the software’s features justify its price, considering different plans for small and large organizations. This is vital for businesses to ensure they invest in cost-effective solutions that fit their budget.
3. Customer Service - scoring weight 15%
This evaluates the responsiveness, quality, and availability of customer support, including channels like chat, email, or phone. Good customer service is essential for troubleshooting and ensuring smooth software usage, which reduces downtime and frustration for users.
4. Integrations - scoring weight 15%
This examines how well the software integrates with third-party tools (e.g., CRM, payment systems, collaboration apps). Seamless integrations are key for creating a unified workflow and enhancing productivity by connecting multiple systems, which is crucial for operational efficiency.
5. Mobile Support - scoring weight 15%
Mobile support assesses the software’s functionality and performance on mobile devices, including apps and mobile web versions. With increasing remote work and on-the-go usage, strong mobile support is critical to ensure users can access and utilize the software effectively, regardless of location.
$25 per user per month
14 days
marketing automation, sales automation, no code customization
Editor's Take
CRM Creatio is a comprehensive customer relationship management (CRM) solution designed to streamline and enhance business processes across sales, marketing, and customer service functions. Known for its low-code platform, Creatio allows businesses to customize and automate workflows without requiring extensive technical expertise. This adaptability makes it particularly appealing to organizations seeking to align the software with their specific needs.
The platform's marketing module provides tools for multi-channel campaign management, lead generation, and personalized customer engagement. Its sales module offers functionality for pipeline management, opportunity tracking, and analytics to help teams close deals more efficiently. Additionally, the customer service module supports case management, service level agreement (SLA) monitoring, and omnichannel communication, enabling businesses to provide exceptional customer support.
Creatio stands out with its intuitive interface, robust analytics, and AI-powered tools that provide actionable insights. The low-code development tools allow non-technical users to create applications and automate processes, reducing the dependency on IT teams. Integration capabilities with other software platforms and APIs enhance its utility, making it a versatile choice for businesses of all sizes.
Overall, CRM Creatio is a powerful solution that combines user-friendly design with advanced customization and automation features. Its adaptability and low-code foundation position it as a strong contender for organizations looking to optimize customer relationship management processes while maintaining flexibility for growth and innovation.
Expert Score
In evaluating SaaS software, a comprehensive and structured methodology ensures a fair and accurate comparison across key metrics. This approach focuses on the most critical aspects that affect user experience, functionality, and business value. The following metrics—general features, cost, customer service, integrations, and mobile support—are evaluated to provide a holistic view of each software solution’s strengths and weaknesses. These metrics are selected based on their direct impact on software usability, scalability, and long-term effectiveness for businesses.
1. General Features - scoring weight 40%
This metric evaluates the core functionalities and tools the software offers. It involves assessing the comprehensiveness of the features, their relevance to the target users, and the ease of use. This is important because robust and well-designed features determine the software's overall utility and efficiency in solving user problems.
2. Cost - scoring weight 15%
Cost analysis focuses on pricing models, value for money, and scalability. It's crucial to evaluate whether the software’s features justify its price, considering different plans for small and large organizations. This is vital for businesses to ensure they invest in cost-effective solutions that fit their budget.
3. Customer Service - scoring weight 15%
This evaluates the responsiveness, quality, and availability of customer support, including channels like chat, email, or phone. Good customer service is essential for troubleshooting and ensuring smooth software usage, which reduces downtime and frustration for users.
4. Integrations - scoring weight 15%
This examines how well the software integrates with third-party tools (e.g., CRM, payment systems, collaboration apps). Seamless integrations are key for creating a unified workflow and enhancing productivity by connecting multiple systems, which is crucial for operational efficiency.
5. Mobile Support - scoring weight 15%
Mobile support assesses the software’s functionality and performance on mobile devices, including apps and mobile web versions. With increasing remote work and on-the-go usage, strong mobile support is critical to ensure users can access and utilize the software effectively, regardless of location.
Insightly CRM Review
What is Insightly CRM?
Insightly CRM is a modern, scalable customer relationship management solution for fast-growing companies. It provides users with a unified hub for business processes such as sales, marketing, and customer service. It has contact management, opportunity management, and even project and task management features. It also has workflow and process automation tools that are very simple to use, much like no-code standalone business process management solutions. This makes pipeline management a breeze on the platform.
The product also provides real-time sales insights and customizable configurable reports. One neat thing we found in our Insightly CRM review is that it allows users to convert closed/won opportunities to post-sales projects, providing an end-to-end sales CRM workflow. Moreover, it also works with virtually any business solution, thanks to its REST public API. With this, you can connect it to the tools you already use, such as productivity software and the like. It also has native integrations for document management software such as PandaDoc, MS 365, and Google.
There are three Insightly CRM pricing plans built annually: Plus, Professional, and Enterprise. Insightly CRM pricing starts at $29. Furthermore, the software company also offers other products such as Insightly Service and Insightly Marketing. The latter is designed to rival the best marketing automation tools available. It also offers Insightly All-in-One that comes with all its digital business solutions.
What’s new in Insightly CRM?
Our Insightly CRM review found that the software provider is known for its dedication to improving its products. The company is looking to expand its project management capabilities for better team collaboration. It had already released noteworthy additions such as a range of new features and improvements like the ability to incorporate a search box into custom field dropdowns, the cloning of drill path cards when duplicating the entire dashboard, the introduction of report editing restrictions specific to each report, and the inclusion of a marketing lists-related grid to leads and contacts.
Other significant updates were made, including:
- AppConnect: Seamlessly connects Insightly with various daily-use software applications, offering 500+ pre-built connectors. Recent enhancements include additional connectors, removal of data transfer limits, and a new bulk action for executing AppConnect integrations.
- Service: Launched in September 2021, this application now features a new mobile app. Substantial updates in three key areas: Knowledge Base, Ticketing Management, and Customer Portal.
- Knowledge Base: Enables users to reorganize articles in bulk, use new API endpoints, automatically generate tables of contents, and perform bulk archiving of knowledge articles.
- Ticketing Management: Recent updates include new mobile and tablet apps, a new API endpoint, @ mention capabilities in ticket comments, visibility into agent activities, automated customer satisfaction surveys, and improved ticket merging.
Featured CRM Software Products
$9 to $150/user/month
Yes, up to 2 users
E-signature software, call transcription, conversation routing
Editor's Take
HubSpot CRM is a powerful customer relationship management platform designed to help businesses manage their sales, marketing, and customer service efforts in one centralized place. Its user-friendly interface allows teams to track leads, monitor customer interactions, and automate sales pipelines. With built-in tools for email marketing, contact management, and analytics, HubSpot CRM provides deep insights into customer behavior and sales performance. The platform also supports seamless collaboration between marketing and sales teams through real-time updates and integrations with tools like Gmail, Outlook, and Slack. Additionally, its automation features help reduce manual tasks, enabling teams to focus on building relationships and closing deals. HubSpot CRM is scalable, making it ideal for businesses of all sizes, from startups to large enterprises.
Expert Score
In evaluating SaaS software, a comprehensive and structured methodology ensures a fair and accurate comparison across key metrics. This approach focuses on the most critical aspects that affect user experience, functionality, and business value. The following metrics—general features, cost, customer service, integrations, and mobile support—are evaluated to provide a holistic view of each software solution’s strengths and weaknesses. These metrics are selected based on their direct impact on software usability, scalability, and long-term effectiveness for businesses.
1. General Features - scoring weight 40%
This metric evaluates the core functionalities and tools the software offers. It involves assessing the comprehensiveness of the features, their relevance to the target users, and the ease of use. This is important because robust and well-designed features determine the software's overall utility and efficiency in solving user problems.
2. Cost - scoring weight 15%
Cost analysis focuses on pricing models, value for money, and scalability. It's crucial to evaluate whether the software’s features justify its price, considering different plans for small and large organizations. This is vital for businesses to ensure they invest in cost-effective solutions that fit their budget.
3. Customer Service - scoring weight 15%
This evaluates the responsiveness, quality, and availability of customer support, including channels like chat, email, or phone. Good customer service is essential for troubleshooting and ensuring smooth software usage, which reduces downtime and frustration for users.
4. Integrations - scoring weight 15%
This examines how well the software integrates with third-party tools (e.g., CRM, payment systems, collaboration apps). Seamless integrations are key for creating a unified workflow and enhancing productivity by connecting multiple systems, which is crucial for operational efficiency.
5. Mobile Support - scoring weight 15%
Mobile support assesses the software’s functionality and performance on mobile devices, including apps and mobile web versions. With increasing remote work and on-the-go usage, strong mobile support is critical to ensure users can access and utilize the software effectively, regardless of location.
Custom
No
Sales automation, customer service, marketing
Editor's Take
NetSuite CRM is a comprehensive customer relationship management solution designed to support businesses in managing their entire customer lifecycle. It offers a full suite of tools for sales automation, customer service, marketing, and partner management, helping teams improve efficiency and build stronger customer relationships. With real-time visibility into customer interactions, NetSuite CRM enables businesses to track leads, manage opportunities, and forecast sales accurately. Its built-in analytics and reporting features provide deep insights into sales performance and customer behavior. NetSuite CRM integrates seamlessly with NetSuite’s enterprise resource planning (ERP) system, offering a unified platform for managing business operations. This scalability and flexibility make it ideal for growing businesses and enterprises seeking an all-in-one solution for customer relationship management.
Expert Score
In evaluating SaaS software, a comprehensive and structured methodology ensures a fair and accurate comparison across key metrics. This approach focuses on the most critical aspects that affect user experience, functionality, and business value. The following metrics—general features, cost, customer service, integrations, and mobile support—are evaluated to provide a holistic view of each software solution’s strengths and weaknesses. These metrics are selected based on their direct impact on software usability, scalability, and long-term effectiveness for businesses.
1. General Features - scoring weight 40%
This metric evaluates the core functionalities and tools the software offers. It involves assessing the comprehensiveness of the features, their relevance to the target users, and the ease of use. This is important because robust and well-designed features determine the software's overall utility and efficiency in solving user problems.
2. Cost - scoring weight 15%
Cost analysis focuses on pricing models, value for money, and scalability. It's crucial to evaluate whether the software’s features justify its price, considering different plans for small and large organizations. This is vital for businesses to ensure they invest in cost-effective solutions that fit their budget.
3. Customer Service - scoring weight 15%
This evaluates the responsiveness, quality, and availability of customer support, including channels like chat, email, or phone. Good customer service is essential for troubleshooting and ensuring smooth software usage, which reduces downtime and frustration for users.
4. Integrations - scoring weight 15%
This examines how well the software integrates with third-party tools (e.g., CRM, payment systems, collaboration apps). Seamless integrations are key for creating a unified workflow and enhancing productivity by connecting multiple systems, which is crucial for operational efficiency.
5. Mobile Support - scoring weight 15%
Mobile support assesses the software’s functionality and performance on mobile devices, including apps and mobile web versions. With increasing remote work and on-the-go usage, strong mobile support is critical to ensure users can access and utilize the software effectively, regardless of location.
$25 per user per month
14 days
marketing automation, sales automation, no code customization
Editor's Take
CRM Creatio is a comprehensive customer relationship management (CRM) solution designed to streamline and enhance business processes across sales, marketing, and customer service functions. Known for its low-code platform, Creatio allows businesses to customize and automate workflows without requiring extensive technical expertise. This adaptability makes it particularly appealing to organizations seeking to align the software with their specific needs.
The platform's marketing module provides tools for multi-channel campaign management, lead generation, and personalized customer engagement. Its sales module offers functionality for pipeline management, opportunity tracking, and analytics to help teams close deals more efficiently. Additionally, the customer service module supports case management, service level agreement (SLA) monitoring, and omnichannel communication, enabling businesses to provide exceptional customer support.
Creatio stands out with its intuitive interface, robust analytics, and AI-powered tools that provide actionable insights. The low-code development tools allow non-technical users to create applications and automate processes, reducing the dependency on IT teams. Integration capabilities with other software platforms and APIs enhance its utility, making it a versatile choice for businesses of all sizes.
Overall, CRM Creatio is a powerful solution that combines user-friendly design with advanced customization and automation features. Its adaptability and low-code foundation position it as a strong contender for organizations looking to optimize customer relationship management processes while maintaining flexibility for growth and innovation.
Expert Score
In evaluating SaaS software, a comprehensive and structured methodology ensures a fair and accurate comparison across key metrics. This approach focuses on the most critical aspects that affect user experience, functionality, and business value. The following metrics—general features, cost, customer service, integrations, and mobile support—are evaluated to provide a holistic view of each software solution’s strengths and weaknesses. These metrics are selected based on their direct impact on software usability, scalability, and long-term effectiveness for businesses.
1. General Features - scoring weight 40%
This metric evaluates the core functionalities and tools the software offers. It involves assessing the comprehensiveness of the features, their relevance to the target users, and the ease of use. This is important because robust and well-designed features determine the software's overall utility and efficiency in solving user problems.
2. Cost - scoring weight 15%
Cost analysis focuses on pricing models, value for money, and scalability. It's crucial to evaluate whether the software’s features justify its price, considering different plans for small and large organizations. This is vital for businesses to ensure they invest in cost-effective solutions that fit their budget.
3. Customer Service - scoring weight 15%
This evaluates the responsiveness, quality, and availability of customer support, including channels like chat, email, or phone. Good customer service is essential for troubleshooting and ensuring smooth software usage, which reduces downtime and frustration for users.
4. Integrations - scoring weight 15%
This examines how well the software integrates with third-party tools (e.g., CRM, payment systems, collaboration apps). Seamless integrations are key for creating a unified workflow and enhancing productivity by connecting multiple systems, which is crucial for operational efficiency.
5. Mobile Support - scoring weight 15%
Mobile support assesses the software’s functionality and performance on mobile devices, including apps and mobile web versions. With increasing remote work and on-the-go usage, strong mobile support is critical to ensure users can access and utilize the software effectively, regardless of location.
$8/per user/per month
Yes
customizable dashboards, automated follow-ups, advanced analytics
Editor's Take
monday.com Sales CRM is a customizable platform designed to streamline sales processes, enhance team collaboration, and improve pipeline visibility. Its intuitive interface enables users to manage leads, track deals, and automate repetitive tasks with ease. The CRM integrates seamlessly with popular tools like Gmail, Slack, and HubSpot, ensuring a centralized workflow. Features like customizable dashboards, automated follow-ups, and advanced analytics help sales teams stay organized and focused on closing deals. With scalability in mind, monday.com caters to businesses of all sizes, offering flexible pricing plans and robust customer support. It’s an excellent choice for teams seeking efficiency and adaptability.
Expert Score
In evaluating SaaS software, a comprehensive and structured methodology ensures a fair and accurate comparison across key metrics. This approach focuses on the most critical aspects that affect user experience, functionality, and business value. The following metrics—general features, cost, customer service, integrations, and mobile support—are evaluated to provide a holistic view of each software solution’s strengths and weaknesses. These metrics are selected based on their direct impact on software usability, scalability, and long-term effectiveness for businesses.
1. General Features - scoring weight 40%
This metric evaluates the core functionalities and tools the software offers. It involves assessing the comprehensiveness of the features, their relevance to the target users, and the ease of use. This is important because robust and well-designed features determine the software’s overall utility and efficiency in solving user problems.
2. Cost - scoring weight 15%
Cost analysis focuses on pricing models, value for money, and scalability. It’s crucial to evaluate whether the software’s features justify its price, considering different plans for small and large organizations. This is vital for businesses to ensure they invest in cost-effective solutions that fit their budget.
3. Customer Service - scoring weight 15%
This evaluates the responsiveness, quality, and availability of customer support, including channels like chat, email, or phone. Good customer service is essential for troubleshooting and ensuring smooth software usage, which reduces downtime and frustration for users.
4. Integrations - scoring weight 15%
This examines how well the software integrates with third-party tools (e.g., CRM, payment systems, collaboration apps). Seamless integrations are key for creating a unified workflow and enhancing productivity by connecting multiple systems, which is crucial for operational efficiency.
5. Mobile Support - scoring weight 15%
Mobile support assesses the software’s functionality and performance on mobile devices, including apps and mobile web versions. With increasing remote work and on-the-go usage, strong mobile support is critical to ensure users can access and utilize the software effectively, regardless of location.
$7 per user per month billed annually
15 days
lead generation, sales pipeline management, workflow automation
Editor's Take
Zoho CRM is a flexible and comprehensive customer relationship management platform designed to help businesses manage and grow their customer relationships effectively. With tools for lead generation, sales pipeline management, workflow automation, and analytics, Zoho CRM is suitable for businesses of all sizes across a variety of industries.
Zoho CRM enables teams to streamline sales processes by capturing leads from multiple channels, tracking interactions, and managing every stage of the sales cycle. The platform offers customizable dashboards and reports, providing insights into sales performance and customer behaviors to help make data-driven decisions. With powerful automation features, Zoho CRM allows businesses to set up workflows for routine tasks like follow-ups, lead scoring, and email notifications, reducing manual work and enhancing productivity. The platform integrates with popular tools, including the Zoho suite, Microsoft 365, and G Suite, enabling a seamless connection across teams.
For businesses aiming to improve customer engagement, close deals faster, and enhance team collaboration, Zoho CRM delivers a scalable, user-friendly solution to drive sales and customer satisfaction.
Expert Score
In evaluating SaaS software, a comprehensive and structured methodology ensures a fair and accurate comparison across key metrics. This approach focuses on the most critical aspects that affect user experience, functionality, and business value. The following metrics—general features, cost, customer service, integrations, and mobile support—are evaluated to provide a holistic view of each software solution’s strengths and weaknesses. These metrics are selected based on their direct impact on software usability, scalability, and long-term effectiveness for businesses.
1. General Features - scoring weight 40%
This metric evaluates the core functionalities and tools the software offers. It involves assessing the comprehensiveness of the features, their relevance to the target users, and the ease of use. This is important because robust and well-designed features determine the software's overall utility and efficiency in solving user problems.
2. Cost - scoring weight 15%
Cost analysis focuses on pricing models, value for money, and scalability. It's crucial to evaluate whether the software’s features justify its price, considering different plans for small and large organizations. This is vital for businesses to ensure they invest in cost-effective solutions that fit their budget.
3. Customer Service - scoring weight 15%
This evaluates the responsiveness, quality, and availability of customer support, including channels like chat, email, or phone. Good customer service is essential for troubleshooting and ensuring smooth software usage, which reduces downtime and frustration for users.
4. Integrations - scoring weight 15%
This examines how well the software integrates with third-party tools (e.g., CRM, payment systems, collaboration apps). Seamless integrations are key for creating a unified workflow and enhancing productivity by connecting multiple systems, which is crucial for operational efficiency.
5. Mobile Support - scoring weight 15%
Mobile support assesses the software’s functionality and performance on mobile devices, including apps and mobile web versions. With increasing remote work and on-the-go usage, strong mobile support is critical to ensure users can access and utilize the software effectively, regardless of location.
By quote
Yes
Lead Management, Contact Management, Workflow Automation
Editor's Take
Salesforce CRM is a leading customer relationship management platform known for its robust functionality, scalability, and extensive customization options, making it suitable for businesses of all sizes, from startups to large enterprises. Built to streamline sales, marketing, customer service, and analytics, Salesforce CRM empowers teams to manage customer interactions, optimize workflows, and drive growth from a single, cloud-based platform.
Salesforce CRM provides a complete view of customer data, enabling teams to track interactions, manage leads, and automate tasks throughout the sales pipeline. With powerful tools for reporting and analytics, Salesforce offers insights into sales performance, customer trends, and campaign effectiveness, allowing teams to make data-driven decisions. The platform’s automation capabilities reduce manual workloads with customizable workflows, automated follow-ups, and lead scoring, ensuring a smooth customer journey. Integrations with thousands of third-party applications, along with its own suite of services, make Salesforce a highly adaptable solution for businesses looking to connect their CRM with other tools.
For organizations focused on enhancing customer engagement, improving team efficiency, and scaling their operations, Salesforce CRM delivers a powerful and versatile solution tailored to support long-term business growth.
Expert Score
In evaluating SaaS software, a comprehensive and structured methodology ensures a fair and accurate comparison across key metrics. This approach focuses on the most critical aspects that affect user experience, functionality, and business value. The following metrics—general features, cost, customer service, integrations, and mobile support—are evaluated to provide a holistic view of each software solution’s strengths and weaknesses. These metrics are selected based on their direct impact on software usability, scalability, and long-term effectiveness for businesses.
1. General Features - scoring weight 40%
This metric evaluates the core functionalities and tools the software offers. It involves assessing the comprehensiveness of the features, their relevance to the target users, and the ease of use. This is important because robust and well-designed features determine the software's overall utility and efficiency in solving user problems.
2. Cost - scoring weight 15%
Cost analysis focuses on pricing models, value for money, and scalability. It's crucial to evaluate whether the software’s features justify its price, considering different plans for small and large organizations. This is vital for businesses to ensure they invest in cost-effective solutions that fit their budget.
3. Customer Service - scoring weight 15%
This evaluates the responsiveness, quality, and availability of customer support, including channels like chat, email, or phone. Good customer service is essential for troubleshooting and ensuring smooth software usage, which reduces downtime and frustration for users.
4. Integrations - scoring weight 15%
This examines how well the software integrates with third-party tools (e.g., CRM, payment systems, collaboration apps). Seamless integrations are key for creating a unified workflow and enhancing productivity by connecting multiple systems, which is crucial for operational efficiency.
5. Mobile Support - scoring weight 15%
Mobile support assesses the software’s functionality and performance on mobile devices, including apps and mobile web versions. With increasing remote work and on-the-go usage, strong mobile support is critical to ensure users can access and utilize the software effectively, regardless of location.
How much does Insightly CRM cost?
Insightly CRM: Top CRM Software
4 / 5
As mentioned earlier in this Insightly CRM review, the product is available in three plans: Plus ($29), Professional ($49), and Enterprise ($99). You can find more details, especially included features, below.
Plus – $29/user/month (billed annually)
- Lead management
- Automated, customized Emails
- Email templates
- Kanban view
- Opportunity management
- Task management
- Built-in business intelligence dashboards
- Native project management
- Configurable, automated workflows
- Role-based permissions (2)
- Configurable profiles/page layouts (2)
- Custom fields (500)
- REST public API
Professional – $49/user/month (billed annually)
- Everything in Plus
- Lead assignment and routing
- Schedule outbound emails
- Custom queues
- Customizable, real-time insight cards (100)
- Complete workflow automation
- Custom objects
- Role-based permissions (unlimited)
- Configurable profiles/page layouts (unlimited)
- Custom fields (100)
Enterprise – $99/user/month (billed annually)
- Everything in Professional
- Custom apps
- Field-based permissions
- Calculated fields
- Products, pricebooks, and quotes
- Custom validation rules
- Sandboxes
- Customizable, real-time insight cards (unlimited)
- Complete workflow automation
- Custom objects
- Role-based permissions (unlimited)
- Configurable profiles/page layouts (unlimited)
- Custom fields (100)
What Sets Insightly CRM Apart
Doing our Insightly CRM review, we have found that the real strength behind the product is the company's unwavering dedication to improvement. Through the years, the product has undergone significant changes, including the introduction of high-powered specialized tools and an ever-growing capability for customization. On top of that, the product is also easy to use, with a user interface reminiscent of popular social media platforms. But, of course, it is not perfect like other products—based on our independent product research and Insightly CRM reviews made by users online. To give you a balanced look at the solution, here are some Insightly CRM pros and cons.
Insightly CRM Pros
- Diverse Project Management Tools: Insightly presents an extensive array of project management tools that are not only attractive but also user-friendly.
- Appropriate for All CRM Proficiency Levels: Whether you're a novice or an experienced CRM user, Insightly's intuitive interface and features cater to users with varying levels of experience.
- Automation Options in Paid Plans: Insightly offers a broad spectrum of automation features in its paid plans, facilitating the streamlining and automation of diverse business processes.
- Comprehensive Integration: The product seamlessly integrates with various daily-use software applications through its AppConnect platform, fostering efficiency and collaboration across different business functions. Insightly CRM integrations are easy to set up and can be configured for almost anything, including the best employee time tracking software products today, thanks to its REST public API.
- Highly Scalable Platform: Our Insightly CRM review found that the product is highly scalable. It grows and adapts to your operation. As such, the platform is used by companies of different sizes across different industries.
Insightly CRM Cons
- Learning Curve: The platform's feature richness may result in a steeper learning curve for new users. Comprehensive training might be necessary to fully leverage the functionalities Insightly CRM offers.
- Customization Complexity: While customization is a strength, it could pose a challenge for users seeking simplicity. The extensive customization options might overwhelm those seeking a more straightforward CRM solution.
- Dependency on Updates: The reliance on regular updates introduces the need for users to adapt to new features and changes. Depending on the organization's workflow, constant updates may require additional time for adjustment and training.
- No native social media integrations. While you can configure the product to work with social media platforms such as Facebook and LinkedIn, it does not have native integrations for them as it lacks built-in omnichannel capabilities.
Insightly CRM Core Features
Insightly CRM: Top CRM Software
4 / 5
This section of our Insightly CRM review will highlight its most important CRM features and what they allow a business to accomplish. They are:
- Contact Management: Insightly CRM streamlines tracking for contacts, organizations, partners, vendors, and suppliers. It consolidates background information, email history, important dates, and other data in one accessible location.
- Project Management: Efficiently handle complex project plans with Insightly, monitoring activity progress, tracking deliverables, setting milestones, and managing processes through a repeatable workflow.
- Sales Pipeline and Opportunity Management: Gain insight into and manage the sales process effectively with customizable stages, fields, filters, and views in Insightly CRM.
- Task/Event Management and Calendaring: Insightly's task management feature allows the creation of tasks linked to contacts, leads, organizations, or opportunities. Users can also set up events, integrating them seamlessly with their calendars.
- Integration with Email Platforms: Seamlessly integrate with major email platforms like Gmail and Outlook, enabling users to track email correspondence and add new contacts directly from their email.
- Insightly for Mobile: Access real-time customer information on the go through the mobile app, ensuring users stay connected and informed via their mobile devices.
- Reports and Dashboards: Utilize Insightly's comprehensive reports and dashboards to monitor business health, measuring sales, productivity, and project success through customizable reports.
- Integration Capabilities: Insightly integrates with various tools, including Evernote, MailChimp, Dropbox, Google Apps and Docs, Outlook, QuickBooks, Slack, Xero, and more.
Benefits of Using Insightly CRM
In our independent Insightly CRM review, the team identified major benefits companies can gain from using the product. In general, they are:
Enhanced Customer Engagement
Insightly CRM enables comprehensive tracking of customer interactions, encompassing emails, calls, meetings, and sales. This holistic view of the customer journey enhances understanding of their needs and preferences, leading to improved and more personalized relationships.
Increased Sales Efficiency
Through functionalities such as lead management, opportunity tracking, and workflow automation, Insightly CRM streamlines the sales process. This includes tracking sales opportunities, assigning tasks, setting reminders, and automating workflows, ultimately boosting sales efficiency.
Better Decision-Making
Insightly CRM features include detailed reports and dashboards, providing real-time insights into sales, tasks, and projects. Leveraging this data-driven perspective, users can make informed decisions, recognize trends, and assess performance for more effective and strategic business choices.
Optimized Project Management
The inclusion of robust project management tools in Insightly ensures efficient handling of complex project plans. Users can monitor project progress, track deliverables, set milestones, and manage processes through a repeatable workflow, improving project outcomes and timelines.
Highly-Scalable CRM Solution
Insightly CRM provides a scalable solution, accommodating the growth and evolving needs of businesses. This scalability ensures that the CRM system can adapt to increasing data volumes and user requirements, making it a versatile and future-proof choice for businesses of varying sizes.
What business types use Insightly CRM?
Making this Insightly CRM review, our team has found that the product is highly adaptable and scalable, thanks to its deep customization and automation functionalities. As such, it is used by a wide variety of businesses of different sizes, spanning across a wide array of industries–from health and wellness to education. Notable users include Denver Public Schools and GLAS Agency, among many others.
Can Insightly CRM be tailored for niche industry integrations?
Insightly CRM’s open API and flexible integration framework enable businesses to connect with specialized systems tailored to specific industry needs. Organizations can leverage this capability to streamline unique operational processes and improve data flow between critical business applications. For instance, hospitality providers may integrate with solutions like restaurant POS software to synchronize customer interactions, sales data, and operational insights. This adaptability ensures that the CRM can evolve alongside industry-specific requirements without compromising performance or security.
How does Insightly CRM support data security and compliance requirements?
Data security is crucial for businesses managing customer relationships, especially when sensitive customer information is involved. Insightly CRM is equipped with multiple security features and compliance tools designed to protect data, ensure privacy, and support regulatory requirements.
- Role-Based Permissions
- Data Encryption
- Data Backup and Recovery
- Compliance with Global Standards
- Audit Logs
- Two-Factor Authentication (2FA)
How Insightly CRM Empowers Financial Processes
Streamlining financial and operational workflows is a critical aspect for businesses aiming to achieve efficiency and scalability. Insightly CRM excels in this area by offering integrations and features that support seamless alignment between customer relationship management and financial tools. For instance, the platform allows users to synchronize customer and project data with various accounting and invoicing systems, enhancing accuracy and reducing manual work. This capability is particularly vital for businesses managing complex operational structures or multiple client accounts.
Additionally, by connecting with specialized tools, organizations can automate payment tracking, budget allocation, and invoice management. While Insightly CRM serves as a robust hub for customer and sales data, coupling it with external solutions like payroll billing software is an excellent strategy for businesses aiming to centralize their financial data efficiently. Utilizing the right tools ensures that operations remain streamlined, providing more time for teams to focus on strategic growth objectives rather than administrative tasks.
For businesses exploring options to manage payroll and financial transactions alongside CRM capabilities, leveraging Insightly's integration-friendly framework opens new avenues for operational excellence. Complete your financial toolkit by choosing top-rated platforms such as this comprehensive payroll billing software to complement and extend Insightly CRM's capabilities.
Key Insights
- Versatile CRM Solution: Insightly CRM offers a comprehensive suite of tools including contact management, opportunity management, project management, and task management, making it a versatile choice for fast-growing companies.
- Automation and Customization: The platform provides extensive automation features and customization options, enabling businesses to streamline processes and tailor the CRM to their specific needs.
- Scalability: Insightly CRM is highly scalable, making it suitable for businesses of various sizes and industries. It grows and adapts with the organization, accommodating increasing data volumes and user requirements.
- Integration Capabilities: Insightly integrates seamlessly with a wide range of third-party applications through its REST public API and AppConnect platform, enhancing collaboration and efficiency across different business functions.
- User-Friendly Interface: The CRM is designed to be intuitive and user-friendly, catering to users with varying levels of CRM proficiency, from novices to experienced users.
- Continuous Improvement: Insightly is dedicated to continuous improvement, regularly updating and expanding its features to enhance user experience and meet evolving business needs.
Best 5 alternatives to Insightly CRM
Zoho CRM
5 / 5
Zoho CRM offers extensive customization options that enable businesses to adapt fields, page layouts, workflows, and automation rules to their specific needs, thereby enhancing lead management and streamlining the sales process from initial contact to deal closure. Its comprehensive suite supports sales, marketing, and customer support through features like detailed reporting, analytics, and an intuitive interface that facilitates easy navigation. The platform integrates AI-powered tools such as the Zia assistant, which provides predictive sales insights and helps personalize customer interactions using real-time behavioral data. Moreover, Zoho CRM’s competitive pricing—including a free tier for smaller teams—and its mobile and third-party app integrations make it a versatile choice for organizations aiming to improve collaboration and decision-making across diverse work environments.
CRM Creatio
5 / 5
Creatio CRM stands out as a versatile and powerful customer relationship management platform, designed to accommodate both technical and non-technical users through its intuitive no-code development environment. This feature allows organizations to customize applications and automate workflows swiftly, reducing implementation time and overall costs by 37% compared to traditional CRM solutions. By automating routine tasks and providing a comprehensive 360-degree customer view, Creatio enhances team productivity and fosters more personalized client interactions. Additionally, its extensive integration options, strong security measures, and AI-driven automation equip businesses with actionable insights and predictive capabilities to optimize the entire customer journey.
Salesforce CRM
5 / 5
Salesforce CRM stands out as the leading platform globally, offering a unified system to store and analyze customer information, which empowers businesses to make well-informed decisions. Its robust contact management delivers a comprehensive and centralized view of customer data, allowing sales teams to access detailed profiles and better understand their prospects. The integration of AI, especially through Einstein, streamlines everyday tasks like data entry and email follow-ups, enabling employees to concentrate on more strategic activities. Additionally, Salesforce fosters seamless collaboration with tools such as "Chatter" and supports remote accessibility via the cloud and mobile devices, ensuring teams stay connected and productive regardless of location.
HubSpot CRM
5 / 5
HubSpot CRM is a cloud-based customer relationship management platform designed to help businesses manage and analyze customer interactions throughout the sales and marketing lifecycle. It provides tools for contact and lead management, email tracking, pipeline management, marketing automation, and performance analytics. The system is known for its user-friendly interface and seamless integration with other HubSpot tools, making it particularly popular among small to medium-sized businesses. HubSpot CRM is available in a free version with basic features, while more advanced capabilities—such as sales forecasting, custom reporting, and AI-powered insights—are accessible through paid tiers. The platform emphasizes ease of use, scalability, and centralized data, enabling teams to align their sales, marketing, and customer service efforts more effectively.
Pipedrive
4.3 / 5
Pipedrive stands out as a versatile CRM solution designed to simplify and optimize sales workflows by automating routine tasks like lead distribution, follow-up scheduling, and deal tracking. Its high level of customization allows businesses to shape sales pipelines and data fields to suit their specific needs, accommodating a wide range of industries and company sizes. By consolidating customer information and communications through integrations with common email and calendar tools, Pipedrive enhances team collaboration and reduces the hassle of juggling multiple platforms. Furthermore, the platform’s clear visual pipeline offers sales teams an intuitive way to oversee deal progress and quickly spot any obstacles in the sales process.
FAQ
Insightly CRM is a customer relationship management platform that offers tools for contact management, opportunity management, project management, and task management. It is designed to help businesses streamline their sales, marketing, and customer service processes.
Insightly CRM is available in three pricing plans billed annually: Plus at $29/user/month, Professional at $49/user/month, and Enterprise at $99/user/month.
Insightly CRM offers features such as contact management, project management, sales pipeline and opportunity management, task/event management, integration with major email platforms, a mobile app for real-time access, and comprehensive reports and dashboards.
Yes, Insightly CRM is highly scalable and adaptable, making it suitable for small, medium, and large businesses across various industries.
No, Insightly CRM does not offer a free version. However, they do offer free trial periods for their paid plans, allowing businesses to test the platform before committing to a subscription.
Insightly CRM is considered user-friendly with an intuitive interface that caters to both CRM novices and experienced users. The platform's design ensures ease of use and quick adoption.
Insightly CRM stands out due to its combination of contact and project management features, extensive automation and customization capabilities, seamless integration with various third-party applications, and continuous product improvement.
Yes, Insightly CRM integrates with a wide range of software applications through its REST public API and AppConnect platform, including popular tools like Gmail, Outlook, QuickBooks, Slack, and more.
Insightly CRM is used by a wide variety of businesses across different sizes and industries, including health and wellness, education, and professional services. Notable users include Denver Public Schools and GLAS Agency.
Benefits include enhanced customer engagement through comprehensive tracking, increased sales efficiency with lead and opportunity management, better decision-making with detailed reports and dashboards, optimized project management, and a scalable solution that grows with the business.
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