Insightly Review
Insightly – 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
Website: https://www.insightly.com/
Twitter: @insightly
As featured in our guides:
Tracks Apptivo Base PipelineDeals Insightly Pipedrive
Cheapest & best for finance/accounting integration Most Expensive Best for Document/Data handling Best for file sharing Best for integration
Email Templates/Automation Y Y
activity & sales reporting Y Y
Pipeline management Y Y Y
Customisation BEST Y Y Y
Email integration Y Y Y Y
Payment integration Y
Google Apps Integration Y Y Y Y
Mobile App Y Y Y Y Y Y
Leads Y Y Y
Contacts Y Y
Tasks Y Y
Deals Y Y
Document storage Y BEST
Geolocation Y
Call recording Y
Advanced security Y
Business card scanner Y
Integrations Tracks Apptivo Base PipelineDeals Insightly Pipedrive
Integration level MID MID MID HIGH HIGH BEST
API In Development Y Y Y
Accounting BEST Y Y Y
Browser Apps In Development Y
Contact Management Y BEST Y
Customer Support Y Y BEST
Data Management BEST Y Y
Document Handling Y BEST Y
Email Services Y Y BEST Y
File Sharing Y Y BEST
Forms & Surveys BEST Y
Productivity & Team Management Y Y BEST
Sales & marketing Y Y BEST
Social Media Y Y
Trial Period 14 30 14 14 14 30
Payment style Per month Per user per month Per user per month Per user per month Per user per month Per user per month
Basic 16 10 25 24 15 12
Top-tier 25 25 125 48 129
Annual Billing Optional Optional (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.
| Tracks | Apptivo | Base | PipelineDeals | Insightly | Pipedrive | |
|---|---|---|---|---|---|---|
| Xero | Y | Y | ||||
| Authorise.net | Y | |||||
| PayPal | Y | |||||
| QuickBooks Online | Y | |||||
| Zipmark | Y | |||||
| Google Apps | Y | Y | Y | Y | Y | Y |
| Zapier | InDev | Y | Y | Y | ||
| API | InDev | Y | ||||
| Chrome | InDev | Y | ||||
| HighRise | Y | Y | ||||
| PieSync | Y | |||||
| Sugar | Y | |||||
| SupportBee | Y | Y | ||||
| Userlike | Y | Y | ||||
| HelpScout | Y | |||||
| Kato | Y | |||||
| Bedrock Data | Y | Y | ||||
| Import 2 | Y | Y | ||||
| Cloutex | Y | |||||
| Data2CRM | Y | |||||
| itDuzzit | Y | |||||
| PandaDoc | Y | Y | ||||
| RightSignature | Y | Y | ||||
| Evernote | Y | |||||
| NiftyQuoter | Y | |||||
| Proposable | Y | |||||
| Zoho | Y | |||||
| MailChimp | Y | Y | Y | Y | ||
| Outlook | Y | Y | Y | |||
| INinBox | Y | Y | ||||
| ActiveCampaign | Y | |||||
| Boomerang | Y | |||||
| Direct IQ | Y | |||||
| Dropbox | Y | Y | Y | |||
| Box | Y | |||||
| 123ContactForm | Y | |||||
| Survicate | Y | |||||
| WuFoo | Y | |||||
| daPulse | Y | |||||
| HubStaff | Y | |||||
| Intellibook | Y | |||||
| Meldium | Y | |||||
| ProjectVision | Y | |||||
| TimeCamp | Y | |||||
| Woopra | Y | |||||
| Quote Roller | Y | Y | Y | |||
| Flow XO | Y | Y | ||||
| Brandizi | Y | |||||
| Ecquire | Y | |||||
| FrontLeaf / Z-Insights | Y | |||||
| Kixie | Y | |||||
| Leadfeeder | Y | |||||
| Plecto | Y | |||||
| talkdesk | Y | |||||
| VipeCloud | Y | |||||
| Y | ||||||
| Y |
Nominations
Best Management Software
Commended
Battle wins
Lead Management tool Battles
Commended
Battle wins: 4/5
