Insightly Review - Features, Pricing & Deals

Insightly combines customer relationship management (CRM) and project management capabilities in a cloud-based platform that helps businesses manage their customer interactions and workflows. The software serves various industries, from construction and real estate to education and healthcare, making it a versatile choice for organizations of different sizes.

At its core, the platform offers comprehensive contact and lead management tools that let teams track customer interactions and sales opportunities. Users can convert successful deals into projects, maintaining all relevant information throughout the customer journey. The system includes customizable dashboards and reporting features that provide real-time insights into business performance.

The software goes beyond basic CRM functions by including advanced automation tools, email management capabilities, and integration options with popular business applications. Teams can create custom workflows, use email templates, and connect with other tools through the AppConnect integration engine.

Businesses can start using Insightly for $29 per month, with different tiers available to match varying needs and team sizes. The platform also offers marketing and customer service modules as companion products, allowing companies to manage multiple aspects of their operations from one central system.

• Contact and Lead Management: Streamline customer tracking with robust contact management that captures essential lead information directly from emails, ensuring no potential opportunity slips through the cracks.
• Project Management Capabilities: Easily convert sales opportunities into projects with custom workflows, allowing seamless transition of details, records, and tasks across different stages of your business process.
• Customizable Performance Dashboards: View real-time metrics and key performance indicators through personalized dashboards that help you track and analyze your team's sales and project performance effectively.
• Advanced Email Management: Leverage email templates, scheduling tools, and seamless integration with popular email services to nurture leads and manage customer interactions efficiently.
• Smart Business Automation: Build intelligent automation for repetitive tasks, enabling your team to focus on high-value activities while maintaining consistency across customer engagement channels.
• Comprehensive Integration Engine: Connect with any business application using Insightly's powerful no-code AppConnect integration platform, allowing scalable and flexible software ecosystem management.
• AI-Powered Insights: Utilize an advanced AI assistant that analyzes deals, contacts, and emails to generate strategic recommendations and improve overall sales success rates.

• There is no free version of Insightly, though a free trial is available.
• CRM plans include Plus at $29/month annually, Professional at $49/month annually, and Enterprise at $99/month annually.
• Marketing plans range from Plus at $99/month, Professional at $499/month, to Enterprise at $999/month, all billed annually.
• Pricing scales from 2 users with limited records to unlimited users and records depending on the chosen plan, with options for customization through sales team consultation.

Insightly offers four main CRM plans. The Free plan supports only two users with limited records. The Plus plan ($29/month billed annually) includes lead management and basic contact features. The Professional plan ($49/month billed annually) adds email scheduling, workflow automation, and custom dashboards. The Enterprise plan ($99/month billed annually) gives you unlimited records, storage, and advanced features like custom app deployment. Each tier unlocks more tools to help your business grow.

Yes! Insightly shines when it comes to integration. Their AppConnect integration engine lets you connect with nearly any application without needing to write code. This means you can link Insightly with your email, marketing tools, accounting software, and more. The system works smoothly with popular services like Google Workspace, Microsoft 365, Mailchimp, and QuickBooks. This connectivity helps keep all your business data in sync across the tools you use daily.

With Insightly, you can create and send both one-off emails and bulk campaigns directly from the platform. You get access to email templates for lead nurturing, and you can schedule messages to send at the best times. For more robust email marketing, they offer Insightly Marketing as a companion product. This add-on includes A/B testing, flexible email templates, and advanced audience segmentation tools. The marketing features work hand-in-hand with the CRM to track how contacts respond to your campaigns.

Insightly works well for small businesses thanks to its scalable design and reasonable starting price point. Many small teams start with the Plus plan and add features as they grow. The platform's strength lies in its balance of powerful features and user-friendly design. Small businesses especially like the combined CRM and project management tools, which let you turn closed deals directly into projects. This saves time and helps maintain customer relationships after the sale.

Support options vary by plan. The Free and Plus plans include standard email support and access to Insightly's online knowledge base. When you upgrade to Professional or Enterprise plans, you unlock phone support and faster response times. Enterprise customers receive priority support with dedicated account managers. All customers can access training resources like webinars and tutorial videos. Some users mention support can be hit-or-miss, so larger organizations might want to consider the higher-tier plans for more responsive help.