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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

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 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.

About the Company

Insightly was founded in 2010 and is headquartered in San Francisco, CA.


Insightly Key Features

  • Project Management
  • Lead Management
  • Sales Pipeline/Funnel
  • Project Delivery
  • Workflow Automation
  • Sales Reporting
  • Mass Email


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