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Product Quick Facts

Industry Specialties
All Industries
Works Best For
Mid Sized Businesses, Small Sized Businesses

About Insightly

According to Insightly, they made their CRM and project management system for one reason: to help small businesses more easily manage their most important relationships. Insightly’s project and customer relationship management system is designed to automate as much as possible so users can focus on what tasks and deliverables, not be buried in contact management. Insightly’s mission? To help small businesses build happy, loyal customers so they can effectively maximize revenue. 

Insightly provides customer relationship and project management software to small businesses worldwide. More than 650,000 users in 180 countries use Insightly’s cloud-based application to manage customer interactions, leads, proposals, sales opportunities, projects, and tasks from any device at any time. Programmed for flexibility, Insightly is extremely customizable so it can be adapted to your workflow and integrate with everyday tools such as Google Apps, Office 365/Outlook 2013, Evernote, Quickbooks Online, Dropbox, Box, MailChimp and many more.

People use Insightly as the hub of their contacts, communications, sales, and projects. Project management and CRM software systems are a great way to create organization, efficiency, collaboration, and increase business insights. With Insightly’s mobile app and cloud software, users can access Insightly from anywhere, perfect for remote or field workers. 

Not sure if Insightly’s software is the best solution for you? See more project management tools and CRM systems in our product database. Got questions? Call, click, or email to speak with an unbiased Technology Advisor for a no-cost, no-obligation consultation on your unique requirements. 

(Last updated on 05/05/2016)

Insightly User Reviews

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Jeff T.

Transworld Systems Inc

Great product - Ready to Use

Ease of Use
Reviewed on April 28, 2015

What do you like best about this product?

I looked at a lot of CRMs. Most of them are too “clunky” and require a lot of customization to fit your needs. I don’t want to be a slave to my CRM. I want to use CRM to free up my time not consume it. Insightly was the best CRM I found that was ready to use immediately without the need for a lot of customization.

What could be improved about this product?

I would like the ability to add a task to multiple companies or contacts at one time. For example, after a search, I may want to add the task “Make first prospecting phone call” to the companies I found in my search.

What was your main concern about buying this software?

Whether it would be functional without the need for a long list of clunky procedures to keep track of my activities.

What business problems are you solving? What benefits have you seen?

Following up on my sales pipeline. I’m able to track each stage of bringing a client from prospect to client.

How likely would you be to recommend this software to a friend or colleague?


Do you use this product?

Share your insight by leaving a review.