- What is Insightly
- Product Quality Score
- Main Features
- List of Benefits
- Technical Specifications
- Available Integrations
- Customer Support
- Pricing Plans
- Other Popular Software Reviews
What is Insightly?Insightly is a robust CRM software built for the web, and designed for small and growing businesses. It integrates seamlessly with MailChimp, Office365, G Suite, and top social media networks. Plus, you can use the REST API for custom integration. Since the app is web-based, you don’t have to worry about security fixes or server upgrades. The vendor takes care of all the technical stuff like security, upgrades, and backups, and you can focus on improving your business. For these reasons, Insightly is utilized by more than 1.2 million users in over 200 countries to manage their projects, tasks, and contacts. Insightly uses top class infrastructure and its servers are located in a United States SSAE 16 type II audited data center with redundant power and cooling, active fire detection and suppression, and it employs senior systems and network engineers who work round the clock to ensure your data is secure. The vendor uses storage infrastructure that is highly durable and fault tolerant, with multiple levels of redundancy built in – like writing all files to multiple storage facilities in different locations synchronously to prevent data loss. The vendor’s databases are also backed up daily and securely transferred and stored with military grade AES-256 encryption to multiple off-site locations for disaster recovery purposes. Finally, Insightly tracks all its services from 14 different locations on four continents around the world to monitor uptime and response times and get alerts about any abnormalities in service or performance, all in real-time. As with other Insightly reviews, the aim of this guide is to help you check if the product fits your requirements.
Product Quality Score
Main features of Insightly are:
- 128-bit SSL security (military grade AES-256 encryption)
- Add custom fields
- Android app
- Auto detection of email address, Twitter, and LinkedIn profiles
- Automatic address book
- Automatic backups
- Create milestones, pipelines and tasks for projects
- Create user permissions
- Custom fields and filters
- Dashboard for quick lookups
- Easy file uploads
- Easy to invite new users
- File sharing to keep related records together and accessible
- Flexible calendaring and events
- Get automatic email reminders
- JSON and XML support
- Limited OData support
- Mass email contacts with MailChimp integration
- Mobile site
- Notification and follow system
- Opportunity reports
- Pipeline activity sets
- REST-based Application Programming Interface (API)
- Set up relationships, pipelines, and activity sets
- Set up teams
- Specify roles for contacts
- Tags by keywords, contacts, projects
- Tasks and milestones
- Unlimited customer support
- Web to contact forms
With Insightly you can manage suppliers, vendors, partners, organizations, leads, and contacts. View everything from background, events, email history, opportunities, and projects.
You’ll notice in many Insightly reviews that one of its benefits is you stay top of your project at every stage – monitor project activity and performance against milestones.
Get actionable insights and view your business any way you want with reports, activity sets, task dashboard, and more.
The Insightly mobile app supports iPhone and Android phones and leading tablets.
Insightly integrates seamlessly with email, Zapier, Xero, Torpio, QuickBooks Online, Outlook 2013/Office 365 Business Edition, MailChimp, G Suite, Evernote, Dropbox, Box, and more.
Integrated CRM and Project Management
Insightly offers CRM and project management in one solution to help you stay on top of your customer relationship at every stage. You can use the project overview screen to see the recent activity on any project, and track project performance against milestones over time. With Insightly project management you can view and track event reports, include project files, view completed tasks and events by project, track all email correspondence, specify roles for contacts, get automatic email reminders, and create milestones, pipelines, and tasks for projects.
You can use this app to manage potential business in your sales funnel. On top of that, you can create opportunities to define the value of the business, manage associated activity sets and pipelines and opportunity funnel stages and categories, probability of winning deals, and predict close dates. In addition, the opportunity reports give a full overview of the health of your business.
Insightly’s legacy reports include nine configurable reports for sales opportunities and activities (tasks and events) and include basic graphs. The advanced reports enable you to create custom, tabular reports. Advanced logic filters help you narrow your report criteria, and you can add summaries and include report categories to a row of calculations. Report scheduling and smart alerts are also offered with paid plans.
Simply enter a contact’s email address and Insightly will detect all social media profiles related to the email address. You can view Twitter content and your contact’s public LinkedIn profile displayed right in the app. Moreover, with a few clicks you can explore your contact’s public profile information on Twitter, LinkedIn, and Facebook.
Insightly Customer Success
The vendor helps you to make effective use of the app and tailor it for your business. Their customer success specialists will help you set up your account, train your team members, and update you on the latest features. Whether you opt for a do-it-yourself or a more hands-on approach, there is an appropriate service plan ready for you. You can also check out this Insightly review for more details on how the software performs.
- Small business
- Medium business
The following Insightly integrations are currently offered by the vendor:
- API access
- Google Apps
- Google Calendar
- Google Drive
- Outlook 2013
- Quote Roller
Insightly pricing is available in the following plans: