Wondering if Insightly CRM is the right CRM software for your business?
Then have a look at the user created reviews below, along with pricing and features.
Insightly CRM User Reviews
Insightly CRM Review Summary
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Insightly CRM Reviews
| Source | Review Score | Number of Reviews |
|---|---|---|
| Trustpilot | 3.2 | 6 |
| iPhone App | 4.4 | 276 |
| Android App | 4 | 1,490 |
Insightly CRM Prices
| Plan | Price |
|---|---|
| Free Plan | No |
| Free Trial | Yes |
| Free Trial Length | 14 day |
| Cheapest Plan: Plus | $29 / month |
| Mid-Tier Plan: Professional | $49 / month |
| Top Plan: Enterprise | $99 / month |
Insightly CRM Features
Plus Features
- Automated, customized emails
- 100s of emails & pages templates
- Marketing & Service integration
- Pre-built business dashboards
Professional Features
- Automated, customized emails
- 100s of emails & pages templates
- Marketing & Service integration
- Pre-built business dashboards
- Lead assignment and routing
- Schedule outbound emails
- Custom page layouts
Enterprise Features
- Automated, customized emails
- 100s of emails & pages templates
- Marketing & Service integration
- Pre-built business dashboards
- Lead assignment and routing
- Schedule outbound emails
- Custom page layouts
- Custom apps
- Products, pricebooks, and quotes
- Comprehensive audit logging
List of Insightly CRM Integrations
Other Features
| Feature | Is It Included |
|---|---|
| API | Yes |
| Outlook Integration | Yes |
| Gmail Integration | Yes |
| QuickBooks Integration | Yes |
| Shopify Integration | Yes |
| WordPress Integration | Yes |
| Mailchimp Integration | Yes |
| WhatsApp integration | No |
| Facebook Integration | Yes |
| LinkedIn Integration | Yes |
| Twitter/X Integration | Yes |
| Google Calendar Integration | Yes |
| Excel Integration | Yes |
| Office 365 Integration | Yes |
| Google Sheets Integration | Yes |
| Xero Integration | Yes |
| Notion Integration | No |
| Asana Integration | Yes |
| Trello Integration | Yes |
| Zapier Integration | Yes |
| Invoicing | No |
| Marketing Automation | Yes |
| Email Marketing | Yes |
| SMS & Text Messaging | No |
| Project Management | Yes |
| AI | No |
| Voip & Telephony Integration | No |
| Dialer | No |
| Contract Management | Yes |
| Inventory Management | No |
| Quoting | Yes |
| Drip Marketing | No |
| Customer Portal | No |
| Appointment Scheduling | Yes |
| Workflow Automation & Management | Yes |
| ERP | No |
| Order Management | No |
| Ticketing System | No |
| Call Recording | No |
| Call Tracking | No |
| Task Management | Yes |
| Paypal & Payment Processing | Yes |
| Document Management | Yes |
| Shared Inbox | No |
| Create Landing Pages | No |
| Chat Function | Yes |
| Website Builder | No |
| Help Desk | Yes |
| GPS Tracking | No |
| Loyalty Program | No |
| Cloud Storage | Yes |
| Document Storage | Yes |
| Mapping | No |
Industry Specific CRM Solution
- Accountants & Accounting Firms: No
- Architects & Architecture Firms: No
- Automotive Industry: No
- Banks & Banking: No
- Call Centers: No
- Car & Auto Dealerships: No
- Charity & Non-profit: No
- Churches: No
- Cleaners & Cleaning Businesses: No
- Coaches: No
- Consultants & Consulting Firms: Yes
- Construction: Yes
- Contractors: Yes
- Co-working: No
- Credit Unions: No
- Customer Service: No
- Dentists: No
- Doctors: Yes
- Ecommerce: Yes
- Email Marketing: Yes
- Electricians & Electrical Contractors: No
- Engineers & Engineering Firms: Yes
- Event Management: No
- Field Service: No
- Financial Advisors & Services: Yes
- Freight Brokers & Forwarders: No
- Government & Public Sector: No
- Graphic Designers & Creatives: No
- Gyms: No
- Healthcare Providers: Yes
- Hotels & Hospitality: No
- HVAC: No
- Insurance Agents: Yes
- Investment Banking: No
- Landscapers: No
- Lawyers & Law Firms: Yes
- Logistics: No
- Manufacturing: Yes
- Marketing: Yes
- Mortgage Brokers & Loan Offices: No
- Movers & Moving Companies: No
- Museums: No
- Personal Trainers: No
- Photographers: No
- Plumbers: No
- Political Campaigns: No
- Private Equity: No
- Professional Services: Yes
- Property Management: No
- Real Estate: Yes
- Recruiting & Recruitment Agencies: No
- Restaurants: No
- Retail: No
- Roofers & Roofing: No
- SaaS: Yes
- Schools: No
- Senior Living: No
- Solar Businesses: Yes
- Sports Teams: No
- Staffing Agencies: No
- Telemarketing: No
- Therapists: No
- Tour Operators: No
- Travel Agents: Yes
- Universities, College & Higher Education: No
- Web Designers: No
- Wholesalers & Distributors: No
Insightly CRM Pros & Cons
Pros
- Automate workflows, emails, tasks and reports
- Appropriate for All CRM Proficiency Levels
- Excellent integration
Cons
- Customization Complexity
- Learning Curve
- Search feature needs improvement
Website: Insightly CRM website
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