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Insightly Review

Product Snapshot

Product Pricing

Free for up to 2 users
Basic: $12 per user/month
Plus: $29 per user/month
Professional: $49 per user/month
Enterprise: $99 per user/month

Technology

Platform is a SaaS solution and requires no additional hardware for installation.

Customer Focus

Vendor works with small to enterprise businesses across multiple industries.

Select Customers

Contact vendor directly for case studies.

About Insightly

Insightly is CRM software that helps businesses manage their contacts and tasks and projects with their built storage infrastructure. The platform allows users to work with leads, contacts, organizations, partners, vendors and supplier and view everything about a lead, including background, email history, important dates and more.

The software provides businesses with tools to use nine configurable reports for sales opportunities and activities, create custom, tabular reports, narrow report criteria and include report categories and summaries. Report scheduling and Smart Alerts are also available on paid plans. Additionally, the platform allows companies to integrate with social made by inputting email addresses, use the mobile app and interact with customer success specialists.