Insightly : Full Review, Testing, and Presentation (2024)

What is Insightly?

Insightly is a CRM software based on the popular cloud, designed to optimize the fluidity and organization of your business.

• Cloud-Based Nature: As a CRM Based on the cloud, Insightly makes it easy for your team to access wherever they are.
• Workflow improvement: Insightly is dedicated to strengthening the structure and efficiency of your business.
• Outstanding marketing tools: It offers a vast collection of tools to boost your marketing campaigns.
• Advanced automation: With Insightly, maximize your business growth through advanced marketing automation.
• Sales optimization: Empower your sales team to contact leads at the right time, thus ensuring optimal contact with prospects.

In short, Insightly is more than just a CRM; it is a powerful ally in accelerating the growth and efficiency of your business.

Insightly Users

Insightly, the CRM designed specifically for the distinctive needs of small and medium-sized enterprises (SMEs).

• Small businesses: Insightly is ideally suited for startups and growing businesses looking to establish a solid initial relationship with their customers.
• Medium-sized businesses: With a suite of advanced tools, Insightly meets the needs of mid-sized businesses that require more complex customer management.
• Varied sectors: From retail to tech, professional services and consulting, Insightly finds its place in a multitude of sectors.
• Business owners: Those who seek to have a clear vision of their sales, to follow their prospects and to build lasting relationships will find Insightly a major ally.
• Sales and marketing teams: Sales and marketing teams can use Insightly to optimize their sales pipeline and improve lead conversion.

In short, Insightly is the essential CRM tool for any SME wishing to enrich and perpetuate its customer relationships.

Features

Insightly, a cloud-based CRM tool, offers a variety of features that are essential for any business looking to optimize its sales and marketing processes.

From lead management to the integration of various third-party tools, Insightly offers unique solutions.

Here is an overview of the main features:

1. Importing Data

‍Insightly offers unparalleled ease when importing data.

• Variety of Import Options: Unlike other CRMs, Insightly allows importing directly from Excel, Google Workspace, Microsoft Outlook, and even Act! Premium and Mailchimp.
• Seamless Importing: Importing our CSV file went smoothly, with Insightly identifying almost all fields correctly.

Importing is simplified and intuitive with Insightly, providing a better user experience than competitors.

2. Contacts and organizations

‍Manage your contacts and organizations with ease and flexibility.

• Intuitive tags: Insightly allows direct classification with tags to quickly filter your lists.
• Close links: When you add a contact associated with a new business, Insightly automatically suggests adding that business to its database.
• Detailed view: When looking at a contact or organization, you have options such as Details, Related Activities, and Timeline.

The management of contacts and organizations is structured and interconnected, guaranteeing consistent follow-up.

3. Leads

‍Effectively separate your leads from your contacts for better management.

• Clear definition: Leads only become contacts after they have been appointed.
• Practical Management: You can add notes, files, and share the lead with other team members.

The distinction between leads and contacts offers clarity in the sales process, which is absent among some competitors like Onpipeline and Salesflare.

4. Task and Opportunity Management

‍Organize and track your activities with intuitive tools.

• Task Tracking: Assign and track tasks, view details, and link them to corresponding opportunities.
• Calendar view: Possible link to Google Workspace or Microsoft Exchange, although the latter option has some limitations.
• Opportunities: Add details, move through the pipeline, and link tasks and teams.

The ability to interconnect data facilitates daily management and improves efficiency.

5. Email collaboration

‍Use Insightly to communicate directly.

• Email integration: Send emails directly from Insightly, a feature that some competitors lack.
• Email templates: Easy creation and modification of templates, although they are basic.

Despite some limitations, Insightly's email functionality offers a solid integration for communication.

6. Reports and Dashboards

‍Visualize and analyze your data for informed decisions.

• Predefined reports: While creating new reports is limited, exporting to Microsoft Power BI offers a powerful alternative.
• Customizable dashboards: Use the visual editor to edit or create new dashboards as needed.

Insightly dashboards provide a clear view of your business, while integration with Power BI compensates for reporting gaps.

Integrations

See how Insightly integrates seamlessly with your favorite tools thanks to its diverse integrations.

• Ease of integration: With Insightly, adding your favorite third-party tools to your CRM is easy and straightforward.
• Zapier compatibility: Even if your favorite app isn't on the list, Insightly integrates with Zapier, which in turn connects over 1,500 apps. Discover Zapier here.
• Office suites: Microsoft Outlook, Microsoft Office 365, Gmail, Google Apps & G Suite
• Accounting: Xero, QuickBooks
• Marketing: Mailchimp
• Communication: Slack
• Cloud storage: Dropbox, Google Drive
• Note taking: Evernote
• Forms: Ninja Forms

In conclusion, with Insightly, you have an adapted CRM that easily interfaces with all of your essential tools, thus optimizing your daily operations.

Customer Support‍

Insightly offers proactive customer support to help you maximize the use of its CRM.

Discover their main offers:

• Guidance Expert : Specialized support for all your questions and optimizations.
• Success program : Coaching, support and training to succeed with CRM.
• Help articles : A comprehensive knowledge base on features and best practices
• Personalized support : Assistance adapted to the evolution of your business.
• Proactive Guidance : Insights to continuously improve your performance.
• Technical solutions : Dedicated support for all your technical challenges.
• Premium Support : Individual training sessions and technical advice to go further.

Insightly does more than just provide you with a powerful tool. They are committed to working alongside you to ensure that you exploit their CRM to the maximum of its potential.

Security and Confidentiality

Insightly is aligned with international standards to ensure the best possible protection:

• HIPAA : Complies with privacy standards for health information.
• SOC 2 Type 2 : meets the criteria of security, availability, and confidentiality of data.
• EU-US and Swiss-US protective shields : Complies with data transfer requirements between the EU, Switzerland and the United States.
• Trusted Apps Data Privacy Certificate for Google Workspace: ensures the confidentiality and security of application data.
• Daily backups : Databases are backed up every day.
• Secure Transfer and Storage : Backups are encrypted with military-grade security and stored offsite for disaster recovery.
• Data Collection : Insightly uses cookies, pixel tags, and other technologies to analyze trends and improve the user experience.
• User control : You can manage your preferences, in particular via the cookie settings in your browser.

Insightly is strongly committed to protecting your data, complying with global standards and implementing robust security measures.

Pricing

Insightly offers a variety of pricing solutions tailored to every dimension of your business, whether for CRM, marketing, application integrations, customer service, or a combination of everything.

1. Insightly CRM

Sell smart, grow quickly, and build lasting customer relationships with Insightly CRM.

• ‍Plus : $29/user/month.‍
• Professional (The most popular): $49/user/month.‍
• Enterprise : $99/user/month.

Insightly CRM offers a flexible price range for optimal customer management.

2. Insightly Marketing

Accelerate your growth by attracting and engaging your ideal customers.

• ‍Plus : Starting at $99/month.‍
• Professional (Most Popular) : Starting at $499/month.‍
• Enterprise : Starting at $999/month.

Insightly Marketing is the solution for a targeted and effective marketing strategy.

3. Insightly AppConnect

Easily integrate Insightly with all your business applications.

• ‍25K Plan : $249/account/month.
• ‍100K plan : $799/account/month.
• ‍500K Plan : $3,499/account/month.

AppConnect makes integrations easy, making your workflow smoother.

4. Insightly Service

Optimize your customer interactions with productive solutions.

• Plus : $29/agent/month.
• Professional : $49/agent/month.
• Enterprise : $99/agent/month.

Insightly Service maximizes customer satisfaction through effective solutions.

5. Insightly All-in-One

Realize significant savings with this combined offer.

• Plus : Starting at $349/month.
• Professional : Starting at $899/month.
• Enterprise : Starting at $2,599/month.

Insightly All-in-One is the ultimate option for a complete and cost-effective user experience.

Each Insightly solution is designed to meet specific needs, ensuring that every business finds the perfect option for them.

Alternatives to Insightly

Looking for robust options compared to Insightly?

Discover some of the most popular CRMs on the market that could meet your needs:

1. PipeDrive

Transform your sales strategy into an effective machine.

The ideal choice for sales-oriented management.

Features

• Visual pipeline management for informed monitoring.
• Sales automation to boost productivity
• Email tracking to optimize customer communication.
• Integrated calls for smooth interaction.
• Analyses and reports to manage strategically.

Pricing

• Essential: $12.50/user/month
• Advanced: $24.90/user/month
• Professional: $49.90/user/month
• Enterprise: $99/user/month (min. 10 users)

Compared to Insightly, PipeDrive stands out for its sales-oriented focus and highly intuitive interface.

‍🔗 DISCOVER PIPEDRIVE 100% FREE

2. HubSpot CRM

Maximize your conversions and simplify your strategy.

A powerful all-in-one platform for your CRM needs.

‍Features

• Attribution and follow-up so as not to miss any opportunity.
• Effective workflow management.
• Email marketing to reach a large audience.
• Extensive compatibility with your favorite tools.

Pricing

• Free for everyone.
• Paid extensions starting at $50/month.

Compared to Insightly, HubSpot CRM offers a comprehensive and scalable solution, ideal for those looking to get started at no cost.

‍🔗 DISCOVER HUBSPOT CRM 100% FREE

3. noCRM.io

Immerse yourself in a CRM experience focused on collaboration.

For those who prioritize task management and team synergy.

Features

• Kanban task management.
• Integration of forms for easy acquisition.
• Customer database always up to date.
• File sharing for seamless collaboration.

Pricing

• Basic plan: $24/month
• Standard plan: $30/month
• Pro plan: $48/month
• Business plan: On request.

Compared to Insightly, noCRM.io shines with its focus on collaboration and innovative task management.

‍🔗 DISCOVER NOCRM.IO 100% FREE

Choosing the ideal CRM will depend on your specific needs and the direction you want to give your business.

FAQs

Is Insightly free?

While Insightly offers competitive rates compared to its competitors, it also offers a free version with restricted features. After a two-week trial period, you can opt for the Plus plan at $29/month per user (billed annually), which offers features like email scheduling and pipeline tracking.

How is Insightly customer support?

Insightly's support is highly appreciated, receiving excellent ratings from The Ascent. Beyond the customer service team, Insightly provides a help center, community, and webinars to guide users.

Is Insightly cloud based?

Yes, Insightly is a cloud-based solution. This guarantees your sales team a constant update on the status of each lead, eliminating uncertainty about the latest interactions and ensuring a relevant approach to each interaction.

Final review

Insightly stands out as a CRM adapted to SMEs, offering flexible solutions depending on the size and sector of activity.

Its compliance with international standards ensures data security, but the use of tracking technologies can raise privacy concerns.

With regard to alternatives, PipeDrive, HubSpot and noCRM.io are other notable CRM solutions, each with its own strengths. It is therefore essential to assess each option according to specific needs.

In conclusion, Insightly is a robust choice for SMEs, but considering alternatives is advisable for an informed choice.