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Insightly

By Insightly
5
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9 reviews
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Insightly Features

Functionality

star5/5

user-verified Verified User Rating

Key Features

10

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Features

  • Tick Vector Icon Shared Contacts

  • Tick Vector Icon Lead Management

  • Tick Vector Icon Business Card/Badge Scanning

  • Tick Vector Icon Cataloging/Categorization

  • Tick Vector Icon Calendar Management

  • Tick Vector Icon Campaign Management

  • Tick Vector Icon Configurable Workflow

  • Tick Vector Icon Customer Service Analytics

  • Tick Vector Icon Dashboard Creation

  • Tick Vector Icon Commission Management

Support

  • Tick Vector Icon Email

  • Tick Vector Icon Help Desk

  • Tick Vector Icon FAQs

  • Tick Vector Icon Forum

  • Tick Vector Icon Knowledge Base

Deployment

  • Tick Vector Icon Cloud, SaaS, Web-Based

  • Tick Vector Icon Desktop - Mac

  • Tick Vector Icon Desktop - Windows

  • Tick Vector Icon Mobile - Android

  • Tick Vector Icon Mobile - iPhone

Have you used Insightly and would like to share your experience with others ?

Reviewers who mentioned features said :

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Charity Mae C.

Senior Agent

Jun 21, 2023

  • Overall

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5/5

Pros

This website is easy to navigate and easy to use for managing tasks.

Cons

The app sometimes logs me out for no reason.
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Verified Reviewer

N/A

Apr 8, 2023

  • Overall

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4/5

Pros

The task and project management could be improved, but it still works well.

Cons

I feel that the CRM system is not the software's strongest element. However, there are definitely better CRM systems out there. I believe that the software makes up for its flaws when it is used as a joint package.
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Yanne cedric N.

Instrum

May 18, 2023

  • Overall

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5/5

Pros

Insightly helps me keep track of all customer interactions, prospecting, and retention. I can also use it to track business opportunities and sales leads.

Cons

Insightly's paid plans are more expensive than other CRM solutions. The basic version of Insightly has limited customization options. Available integrations are also limited compared to other CRM solutions.

Insightly Pricing

  • Plus

    $ 29

    per user per month

  • Professional

    $ 49

    per user per month

See all 3 pricings of Insightly

Insightly User Ratings

  • Ease of use

    Out of 5

  • Breadth of features

    Out of 5

  • Value for money

    Out of 5

Insightly Categories on Zoftware

  • Online CRM Software

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  • Sales Force Automation Software

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  • Task Management Software

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