Insightly
Insightly provides cloud-based CRM with sales, marketing, and project management for SMBs, emphasizing integrations like Google Apps and Outlook. It supports contact tracking, automation, and mobile access via freemium model, now enhanced post-2024 Unbounce merger.
Best for
- Small business sales tracking and lead management
- Project-linked CRM for consulting/professional services
- Marketing campaign automation for media/advertising
- Non-profit contact/opportunity management
- SMBs needing Google/QuickBooks integration
Not ideal for
- Occasional crashes or page refresh needs after edits
- Limited details on enterprise-scale reliability
- Primarily SMB-focused, less for large enterprises
- UI updates sporadic
- Post-merger stability unclear
Try Insightly Free
Free plan available · 4 plans available
Visit Insightly →Insightly Overview
Insightly vs Top Alternatives
| Software | Rating | Starting Price | Free Tier | |
|---|---|---|---|---|
| IsInsightly | 4.2 ★ | Free | Yes | |
| mCmonday CRM | 4.7 ★ | $12/yr | No | Compare → |
| CClose | 4.6 ★ | $9/mo | No | Compare → |
| HHubSpot | 4.5 ★ | Free | Yes | Compare → |
| PPipedrive | 4.5 ★ | $24/mo | No | Compare → |
| FFreshsales | 4.5 ★ | $9/mo | Yes | Compare → |
Insightly Features
Pros & Cons
Pros
- Simple, intuitive interface for SMBs
- Strong Google Apps and Office 365 integration
- Links sales and project management effectively
- Freemium access with mobile/web/API support
- Affordable for small teams
- Broad language support (6 languages)
- Recognized as 2018 Gartner Peer Insights Customers' Choice
Cons
- Occasional crashes or page refresh needs after edits
- Limited details on enterprise-scale reliability
- Primarily SMB-focused, less for large enterprises
- UI updates sporadic
- Post-merger stability unclear
Pricing Plans
Forever Free
- Up to 2 users
- Contact tracking
- Google Apps integration
- Mobile access
Professional
- Unlimited users
- Project management
- Marketing automation
- Custom pipelines
Plus
- Advanced reporting
- Custom dashboards
- Priority support
- Advanced integrations
Enterprise
- Advanced security
- Custom fields
- API access
- Dedicated support
Insightly Integrations
Insightly connects with 8 services to extend your workflow.
Who Should Use Insightly?
Small to Medium Businesses (10-50 employees)
Insightly is designed primarily for SMBs with $1M-10M in revenue needing an intuitive CRM with marketing automation and project management. Usage data shows 59% small businesses and 31% medium-sized companies use the platform.
RecommendedProfessional Services & Marketing Agencies
Professional services like consulting and marketing agencies use Insightly for client data analysis, targeted campaigns, and pipeline growth. Wild Coffee Marketing achieved 10x pipeline increase using Marketing Journeys.
RecommendedB2B SaaS & Startups
B2B SaaS companies and startups leverage Insightly for sales automation, lead nurturing, and customizable workflows. It suits budget-conscious growing teams with basic to intermediate technical needs.
RecommendedManufacturing & Project-Based Operations
Manufacturing companies and project-based businesses use Insightly for linking customers to projects and managing complex workflows. Companies like Bright Planet Solar use it for enterprise-grade CRM in project-based client work.
RecommendedLarge Enterprises (>1000 employees)
Only 10% of Insightly users are large enterprises. The platform has scalability caps and becomes overwhelming for teams larger than small businesses, making it less suitable for enterprise needs.
Not idealWhen to Consider Alternatives
Need advanced reporting and analytics capabilities
Users report weak reporting and analytics that are less advanced than competitors, often requiring CSV exports for depth. The reporting feature could be more advanced compared to bigger CRMs.
Consider Salesforce instead →Require robust AI-driven automations and complex workflows
Insightly lacks native AI sales assistant and robust workflow automations. The platform is described as rigid with limited features for complex needs, and setup for automations takes time.
Consider HubSpot instead →Need offline mobile access for field sales teams
Insightly has no offline mobile access, which is a dealbreaker for field sales teams needing reliable offline functionality. This limitation affects teams working in areas with poor connectivity.
Consider Pipedrive instead →Handle large data volumes with performance requirements
Users frequently report performance lag and slow load times when handling large data volumes, updating contacts, or running complex features, causing frustration during urgent tasks.
Consider Zoho CRM instead →Require omnichannel support with social media integrations
Insightly has limited omnichannel support with no native social media interfaces beyond basic integrations. This makes it unsuitable for businesses needing comprehensive multi-channel customer engagement.
Consider Freshsales instead →Top Insightly Alternatives
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Close
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