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Insightly Review

Insightly
Insightly

CRM Software - CRM PlatformMarketing Automation

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Insightly helps sales, marketing, and service teams centralize customer data, manage pipelines, automate workflows, and improve customer experiences. It allows companies to drive leads, create marketing campaigns, manage customer support tickets, and integrate with other applications using a no-code integration engine.
CRMs
CSM Tools
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Insightly Core Capabilities
Manage leads and customer data
Automate workflows and tasks
Create engaging customer journeys
Links
Visit Website
Social
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Pricing
From$29.00/yr
BillingPer user
TrialAvailable
Who is Insightly for?
Startups
SMBs
Mid-market
Is Insightly easy to use?
Featured
Cobl

Cobl

Proposals that win, built from your real sales context.

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Memory & Knowledge reuse
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What is Insightly

Insightly is a CRM tool designed to help teams manage customer data, leads, and deals all in one place. It fits into the sales and marketing category. Insightly stands out by making it easy to automate workflows and close deals faster. Thousands of companies use it to grow revenue and streamline their sales process. The tool is perfect for sales, marketing, and support teams needing to track pipelines, automate marketing campaigns, and handle customer tickets. Users see fast results with a quick setup and a no-credit-card trial. Insightly offers efficient sales velocity and cost savings soon after adoption. Insightly integrates smoothly with popular apps like Gmail, Slack, and QuickBooks, fitting right into your go-to-market tech stack. It is focused on CRM and marketing automation, so it’s not a full ERP or accounting system. If you need unified customer data and workflow automation, Insightly is a practical and effective choice.

Ideal Customer Profile

Insightly is recommended for teams that want to manage leads, automate workflows, and close deals faster. Companies like Sullivan & Stanley and Sport Court use Insightly to grow and improve sales efficiently.

Startups
SMBs
Mid-market

Key Features

Manage leads and customer data
Automate workflows and tasks
Create engaging customer journeys
Support and ticketing system
Integrate with popular apps
Access AI features

Pricing

Insightly pricing starts at $29 per user per month, billed annually, with a free 14-day trial and no credit card required. The Plus plan includes lead and contact management, project management, and advanced reports, while the Professional plan at $49 adds lead routing, workflow automation, and custom page layouts. The Enterprise plan at $99 offers all Professional features plus sandboxes, pricebooks and quotes, audit logging, and requires contacting sales.

Starting price$29.00
TrialAvailable

Plus

$29.00

Per User, Annually

It includes

  • Lead & contact mgmt
  • Project management
  • Advanced reports
  • Pre-built dashboards
  • Free 14-day trial
  • No credit card

Professional

$49.00

Per User, Annually

It includes

  • All Plus features
  • Lead routing
  • Workflow automation
  • Custom layouts
  • Free 14-day trial
  • No credit card

Enterprise

$99.00

Per User, Annually

It includes

  • All Pro features
  • Sandboxes
  • Pricebooks & quotes
  • Audit logging
  • Contact sales
  • No credit card

How simple is Insightly setup?

Complexity
Advanced

Insightly CRM is ready to use right after sign-up with no complex setup needed, making it quick to start managing leads and workflows. Basic configuration like connecting your email and apps takes just a few minutes to tailor it to your needs.

Frequently Asked Questions

How to use Insightly?
Manage leads, automate workflows, and close deals faster using Insightly's CRM, marketing automation, and support tools.
How much is Insightly?
Pricing starts at $29/user/month for Plus, $49/user/month for Professional, and $99/user/month for Enterprise, billed annually.
Why choose Insightly?
Insightly offers a modern, intuitive CRM with workflow automation, integrations, advanced reports, and ROI-focused features.
How does Insightly work?
It centralizes customer data, automates sales tasks, and integrates with apps like Gmail, Slack, and QuickBooks for smooth workflows.
Is Insightly free?
No, but Insightly offers a free 14-day trial with no credit card required to explore all features.
Is Insightly a partner?
Yes, Insightly partners with many businesses to provide CRM, marketing automation, and support solutions.
How to learn Insightly?
Learn Insightly via guided onboarding, premier support, online resources, and demo/trial access for hands-on experience.
What are Insightly alternatives?
Alternatives include Salesforce, HubSpot, Zoho CRM, and Microsoft Dynamics, depending on business needs and scale.
What are Insightly reviews?
Users rate Insightly highly for ease of use, features, integrations, and customer support across industries.
Does Insightly have an API?
Yes, Insightly offers APIs for seamless integration with your existing tools and workflows.
Does Insightly have a trial or a demo?
Yes, Insightly provides a free 14-day trial and demo options without credit card requirements.

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