Insightly-logo

Insightly

Monthly price from

$29 per user

Founded

2009, US

Insightly


One of Insightly’s great advantages is its seamless integration with Gmail. If you use Google’s email service you’ll benefit from Insightly’s dedicated sidebar, that slots into your inbox and allows you to import key details from individual emails with one click.


Elsewhere Insightly offers a pretty fully-fledged CRM system, including workflow automation tools and simple email tracking. You can also easily integrate your social media, and of course there are web-to-lead tracking form options. Be aware, though, that Insightly does not offer multiple sales pipeline functionality.


Insightly was founded in the States in 2009, so it has some heritage. Their product is not, however, one of the cheaper ones on the market, with packages coming in at $29 per user per month. We also found that users may be slightly put off by the interface, which is not as slick as some of its newer competitors.


Phone and email support are both included for all users, and there’s an API available to help you integrate Insightly with custom-built or third-party tools you’re using. It also comes with out-of-the-box Google Apps integration, without the need for additional services such as Zapier. It’s a solid choice for businesses of every size.

Best for

Small, medium and large businesses

Features

  • Lead and contact management
  • Multiple sales pipeline
  • Email integration
  • Email tracking
  • Built-in phone
  • Workflow automation
  • Social media integration
  • Web-to-lead capture
  • Webforms
  • Custom reports & dashboard
  • Project management
  • Quotes & invoicing
  • Document storage
  • Multicurrency support
  • API
  • Integration with Google apps
  • Mobile app
  • Live support
  • Free trial

Deployment

Cloud, SaaS, Web

Mobile Android and iOS

Why not see it for yourself