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insightly CRM
3.7 (14 reviews)
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Item 1 of 8
This is how users rate the product
8.6
Ease of use
CRM
Average: 8.6
8.4
Meets requirements
CRM
Average: 9
8
Customer Support
CRM
Average: 8.7
8.6
Ease of setup
CRM
Average: 8.3
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insightly CRM Features
Item 1 of 5
Sales automation
Contact & account management
Opportunity & pipeline mgmt.
Task / activity management
Desktop integration
Customer contract management
Marketing automation
Email marketing
Lead management
Customer support
Case management
Customer support portal
Knowledge base
Mobile & social
Social collaboration features
Mobile user support
Reporting & analytics
Reporting
Dashboards
Forecasting
insightly CRM Pricing
Last edited: January 2023
insightly CRM Reviews (14)
AI-generated summary
What users say about insightly CRM
Based on 14 reviews
Insightly CRM is appreciated for its user-friendly interface and pipeline management, making it suitable for small to medium-sized businesses needing to manage customer relationships and sales processes. Many find the integrations with tools like Google Mail and Office 365 helpful. However, some users report limitations in project management capabilities and customization options. Others mention that the email integration and customer database attributes could be improved, and that support responsiveness needs enhancement.
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CRM