What is Insightly CRM?
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.
Company Details
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Real user data aggregated to summarize the product performance and customer experience.
Download the entire Product Scorecard
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Product scores listed below represent current data. This may be different from data contained in reports and awards, which express data as of their publication date.
85 Likeliness to Recommend
90 Plan to Renew
83 Satisfaction of Cost Relative to Value
Emotional Footprint Overview
Product scores listed below represent current data. This may be different from data contained in reports and awards, which express data as of their publication date.
+89 Net Emotional Footprint
The emotional sentiment held by end users of the software based on their experience with the vendor. Responses are captured on an eight-point scale.
How much do users love Insightly CRM?
Pros
- Fair
- Enables Productivity
- Friendly Negotiation
- Respectful
How to read the Emotional Footprint
The Net Emotional Footprint measures high-level user sentiment towards particular product offerings. It aggregates emotional response ratings for various dimensions of the vendor-client relationship and product effectiveness, creating a powerful indicator of overall user feeling toward the vendor and product.
While purchasing decisions shouldn't be based on emotion, it's valuable to know what kind of emotional response the vendor you're considering elicits from their users.
Footprint
Negative
Neutral
Positive
Feature Ratings
Sales Management
Collaboration
Analytics and Reporting
Marketing Management
Activity and Workflow Management
Lead Management
Account and Contact Management
Quote Contract and Proposal
Customer Service Management
Mobile
Telephony and Call Center Management
Vendor Capability Ratings
Ease of Data Integration
Ease of Customization
Quality of Features
Ease of Implementation
Business Value Created
Breadth of Features
Product Strategy and Rate of Improvement
Ease of IT Administration
Usability and Intuitiveness
Availability and Quality of Training
Vendor Support
Insightly CRM Reviews
Alan E.
- Role: Operations
- Industry: Education
- Involvement: Business Leader or Manager
Submitted Jun 2021
Interface is very friendly and easy to learn.
Likeliness to Recommend
What differentiates Insightly CRM from other similar products?
Their integration into cms options such as gsuite. Also, the product is very user friendly.
What is your favorite aspect of this product?
The ease with which it can be used. We have some employees who are very limited with their technology abilities.
What do you dislike most about this product?
It could be more streamlined but I overall it’s very easy to use. I have had to help our users over the phone but that’s tapered off.
What recommendations would you give to someone considering this product?
Call and get live help for your questions. Don’t try to go it alone when choosing a package.
Pros
- Performance Enhancing
- Trustworthy
- Efficient Service
- Fair
- Role: Industry Specific Role
- Industry: Healthcare
- Involvement: End User of Application
Submitted Feb 2021
Likeliness to Recommend
Pros
- Reliable
- Performance Enhancing
- Trustworthy
- Unique Features
Selena Oriana C.
- Role: Operations
- Industry: Technology
- Involvement: End User of Application
Submitted Feb 2021
Very good product to start
Likeliness to Recommend
What differentiates Insightly CRM from other similar products?
Unlike other products similar to the market, this helps us to know where we are currently and more importantly what we can do next and when to do it to continue growing, it is a fairly intuitive product and gives us functions to always continue growing. information about new leads is centralized within this software so we can easily track them.
What is your favorite aspect of this product?
It is a pretty good product which allows, among other things, to link between sales and the different managers of each project in order to always have the information at hand and with links that generate productivity and efficiency within the different departments that use it. It also allows us to store information through stages and to make an excellent management of our potential clients, all this information is always at hand.
What do you dislike most about this product?
Some integrations are missing so that this product can have a high quality and be the best of the best since we cannot quote directly in other applications from this software you can see our quotes from other software to it would also be a very good advance to be able to track to quotes based on a budget or objective.
What recommendations would you give to someone considering this product?
It is a product with quite interesting characteristics. At least in our organization we really like the different set of activities since they allow you to configure an activity repeatedly and use it by modifying only some settings in different contracts. Although there were some problems deciphering the product initially it is worth spending time as the results have to do quite good and the scope helps greatly.
Pros
- Unique Features
- Efficient Service
- Caring
- Friendly Negotiation
