Insightly Review

Insightly is one of the best and easiest-to-use online CRM software for small to large business that offers project management, opportunity management, contact management and detailed sales reports, all in a single service.

This feature-rich CRM service allows you to create a team and tracks all members’ activity from your browser or mobile apps: it’s indeed cloud-based and lets access data anywhere everywhere. Insightly offers all the time-saving CRM capabilities and can be scaled to meet your needs: it starts from basic functionalities, but features can be added as your business grow.

Insightly user-friendly interface is clean and grants plenty of integrations and customizations. You can find functions at a glance thanks to the sidebar navigation divided into major sections. Big feature areas are Home, Tasks, Contacts, Organizations, Opportunities, Projects, Emails and Reports. Navigation through sections is straightforward even for nontech-savvy employees. You can find in quick list items like contacts, organizations, opportunities, projects, and tasks; add new items is easy as clicking on the New icon.

Thanks to the toolbar at the top of the dashboard sections, you’ll find every feature you need. Creating a new record, you can also set privacy controls for every employee. The development of pipelines, or steps you assign to your projects, and activity sets is a matter of minutes. If you need to know where time and money are going, Insightly offers a comprehensive report system: reports can be generated by users, organization, category, a pipeline stage, and more. You can track every recipient or team member action.

Insightly integrates with Dropbox, Google Calendar, Google Drive, MailChimp, Evernote, and QuickBooks Online, among others. The Insightly End User Training program will let you train your employee online. You can also profit from the broad knowledge base available: live webinars, video tutorials, guides and FAQs.

Insightly pricing system is also flexible. Five pricing plans are available: Free with limited features and only two users, Basic from $15 per user per month or $12 per user per month with an annual contract, Plus, Professional, and Enterprise with the advanced lead management capabilities designed for large companies. A free 14-day trial is also available.