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Insightly CRM Logo
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Insightly , Inc.

Insightly CRM

Composite Score
7.6 /10
CX Score
7.6 /10
Category
Insightly CRM
7.6 /10

What is Insightly CRM?

Scale your business with the powerful and affordable CRM built for fast-growing companies like yours. 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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Awards & Recognition

Insightly CRM won the following awards in the Customer Relationship Management - Small Business category

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Insightly CRM Ratings

Real user data aggregated to summarize the product performance and customer experience.
Download the entire Product Scorecard to access more information on Insightly CRM.

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

84 Satisfaction of Cost Relative to Value

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Since last award


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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?

3% Negative
1% Neutral
96% Positive

Pros

  • Fair
  • Enables Productivity
  • Friendly Negotiation
  • Respectful

Feature Ratings

Average 85

Sales Management

87

Activity and Workflow Management

86

Account and Contact Management

85

Collaboration

85

Analytics and Reporting

85

Marketing Management

84

Lead Management

84

Customer Service Management

82

Mobile

82

Quote Contract and Proposal

82

Telephony and Call Center Management

79

Vendor Capability Ratings

Average 83

Ease of Data Integration

86

Ease of Customization

85

Breadth of Features

85

Product Strategy and Rate of Improvement

85

Quality of Features

84

Ease of IT Administration

84

Ease of Implementation

84

Business Value Created

84

Usability and Intuitiveness

82

Availability and Quality of Training

81

Vendor Support

79

Insightly CRM Reviews

Daniel T.

  • Role: Industry Specific Role
  • Industry: Other
  • Involvement: Business Leader or Manager
Validated Review
Verified Reviewer

Submitted Aug 2021

Fantastic customer engagement platform of all time

Likeliness to Recommend

9 /10

What differentiates Insightly CRM from other similar products?

Insightly is wee maintained platform for customer relationship management as compared to similar products.

What is your favorite aspect of this product?

It has wee developed user interface that is very reliable. Our marketing and sales team can easily chat and engage our customers from various locations at the same time. Our customers have a chance to receive regular updates.

What do you dislike most about this product?

This is mazing tool that is always performing effectively.

What recommendations would you give to someone considering this product?

Insightly is great and very powerful platform that can easily lead to faster business growth.

Pros

  • Helps Innovate
  • Inspires Innovation
  • Caring
  • Fair

Tiffany W.

  • Role: Industry Specific Role
  • Industry: Entertainment
  • Involvement: Business Leader or Manager
Validated Review
Verified Reviewer

Submitted Aug 2021

Excellent Platform

Likeliness to Recommend

10 /10

What differentiates Insightly CRM from other similar products?

I have no experience from similar products as Insightly.

What is your favorite aspect of this product?

It gives us insights on how customers are fairing with our products and services. Customers who want to raise concerns have direct connection with our customer relations team that addresses their problems and needs. Attending to our clients on time has been an added advantage of this product enabling our customers to build more trust on our services.

What do you dislike most about this product?

Insightly has been working effectively since we deployed it in our company.

What recommendations would you give to someone considering this product?

We have improved our relations with our customers and many have build more trust on our teams.

Pros

  • Continually Improving Product
  • Trustworthy
  • Unique Features
  • Efficient Service

pavan c.

  • Role: Sales Marketing
  • Industry: Electronics
  • Involvement: End User of Application
Validated Review
Verified Reviewer

Submitted Jul 2021

Best in CRM with all functionality.

Likeliness to Recommend

9 /10

What differentiates Insightly CRM from other similar products?

Through this we can grow our business very faster provide us long lasting relationship with our customer. Insightly is itself a very reliable tool which allows the user to gain the most of the advantage with its easy to use features and efficient tools. It is super responsive when dealing with the customer. It reach to our customer at right time with the right message to build our personalized brand experiences. It tracks the most relevant lead information, including a rich activity timeline of marketing campaign source, emails, meetings, tasks etc. It is very much innovative and creative tool which very useful to us in nowadays.

What is your favorite aspect of this product?

Being a best marketing and management and all this possible with insightly which very useful like through this we can send email alert, create or update records, generate tasks for other when opportunities are won. By few click we can create and send emails with insightly and also we can send bulk emails to a list of contacts or leads with ease. It also notify us when emails are opened and it is powerfull and easy to use for everyone. provide us best leads which really want to do business with us that type of customer provided in leads. In this there is no chance of getting lost or damaged of data give us great privacy and security.

What do you dislike most about this product?

In this nothing much but they can improve there graphical function in future updates other than no issue we get.

What recommendations would you give to someone considering this product?

If you want to managed your time easily in just minutes it can possible by this. It will help you to track progress when passing off to other team members, too. In sense insightly bring all of the record keeping together and puts in one simple platform which very helpful to you. It provide you best lead which you can deal easily. By this you can manage all your work very easy and save much time it will feels you like no workload. It will provide you all notification of your work in advance so you wil be well prepared. So it is much usefull and helpful for everyone in business use so we will say everyone should prefer.

Pros

  • Helps Innovate
  • Continually Improving Product
  • Enables Productivity
  • Unique Features

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