Insightly Review

insightlyInsightly – CRM – Unleash your inner hero with Insightly

Summary review: Social CRM management that lets you make the most of online interactions – Insightly offers combined CRM and project management features at a reasonable price

Websitehttps://www.insightly.com/

Twitter@insightly

 

Review (%)

Overall Rating 90%
Integration 90%
Performance 85%
Price 85%

As featured in our guides:

 TracksApptivoBasePipelineDealsInsightlyPipedrive
Cheapest & best for finance/accounting integrationMost ExpensiveBest for Document/Data handlingBest for file sharingBest for integration
Email Templates/AutomationYY
activity & sales reportingYY
Pipeline managementYYY
CustomisationBESTYYY
Email integrationYYYY
Payment integrationY
Google Apps IntegrationYYYY
Mobile AppYYYYYY
LeadsYYY
ContactsYY
TasksYY
DealsYY
Document storageYBEST
GeolocationY
Call recordingY
Advanced securityY
Business card scannerY
IntegrationsTracksApptivoBasePipelineDealsInsightlyPipedrive
Integration levelMIDMIDMIDHIGHHIGHBEST
APIIn DevelopmentYYY
AccountingBESTYYY
Browser AppsIn DevelopmentY
Contact ManagementYBESTY
Customer SupportYYBEST
Data ManagementBESTYY
Document HandlingYBESTY
Email ServicesYYBESTY
File SharingYYBEST
Forms & SurveysBESTY
Productivity & Team ManagementYYBEST
Sales & marketingYYBEST
Social MediaYY
Trial Period143014141430
Payment stylePer monthPer user per monthPer user per monthPer user per monthPer user per monthPer user per month
Basic161025241512
Top-tier252512548129
Annual BillingOptionalOptional (10% off price)Optional (reductions for annual payment)

Insightly holds the 3rd place among the Sales Management software we analysed: it is quite good in every aspect of it. Yet, what we liked most is the way it combines the ‘classic’ CRM features with Project Management functionality. And does it as a reasonable cost for a small business owner.

We consider Insightly the Best when it comes to:

  • Document handling, email,
  • and file sharing integrations

As we most other tools in the category the Integration possibilities of Insightly are HIGH: it integrates with 22 software we have checked.

 TracksApptivoBasePipelineDealsInsightlyPipedrive
XeroYY
Authorise.netY
PayPalY
QuickBooks OnlineY
ZipmarkY
Google AppsYYYYYY
ZapierInDevYYY
APIInDevY
ChromeInDevY
HighRiseYY
PieSyncY
SugarY
SupportBeeYY
UserlikeYY
HelpScoutY
KatoY
Bedrock DataYY
Import 2YY
CloutexY
Data2CRMY
itDuzzitY
PandaDocYY
RightSignatureYY
EvernoteY
NiftyQuoterY
ProposableY
ZohoY
MailChimpYYYY
OutlookYYY
INinBoxYY
ActiveCampaignY
BoomerangY
Direct IQY
DropboxYYY
BoxY
123ContactFormY
SurvicateY
WuFooY
daPulseY
HubStaffY
IntellibookY
MeldiumY
ProjectVisionY
TimeCampY
WoopraY
Quote RollerYYY
Flow XOYY
BrandiziY
EcquireY
FrontLeaf / Z-InsightsY
KixieY
LeadfeederY
PlectoY
talkdeskY
VipeCloudY
FacebookY
LinkedInY

Nominations

Best Management Software
Commended

awards-video21

Battle wins

Lead Management tool Battles
Commended

awards-battles18

 

Battle wins: 4/5

  1. Insightly vs. Tracks
  2. Insightly vs. Pipeline Deals
  3. Insightly vs. Base
  4. Insightly vs. Apptivo
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