A Comprehensive Overview of Insightly CRM

A Comprehensive Overview of Insightly CRM

Customer-centricity is a valuable strategy that puts all the focus on your customers with the goal of building long-lasting relationships with them. Businesses looking to approach a greater customer-centric culture are recommended to start by using Customer Relationship Management (CMR) software. This software integrates all your data and activities into one platform that all members of a business can access. In this article, we will dig deeper into Insightly CRM, one of the top CRM software solutions that exists. 

What Is Insightly CRM? 

Insightly, an Australian company founded in 2009, was brought to life when the CEO and founder saw a gap in the market for CRM software that easily integrates with other systems.

Insightly is a powerful SaaS (software as a service) cloud-based system, which means the software as a whole is located on the cloud and can be accessed through the internet. Cloud-based CRMs differ from on-premise CRMs as all the software is owned and maintained by the service provider, making it less of a hassle to manage and incorporate into the business. 

Insightly is designed to streamline and enhance how a business manages its customer relationships, sales, marketing, projects, and tasks. Insightly offers its services to SMBs (small and medium-sized businesses) as well as large enterprises across various industries and locations around the world. In addition to CRM software, Insightly offers other services such as Insightly Marketing, Insightly Service, and Insightly AppConnect. 

With an A+ rating on the Better Business Bureau (BBB), Insightly’s CRM software offers a versatile platform for information centralization, workflow automation, and productivity facilitation. Let’s take a closer look at some of its key components.

Key Features of Insightly

Contact and Lead Management

At the core of any CRM system is the ability to manage contacts and leads efficiently. Insightly excels in this area, providing a user-friendly interface to store and organize contact information. Users can connect customer data points for a deeper insight into each customer, allowing for cross-functional communication and synchronization. 

Sales Pipeline Management

Insightly CRM offers a comprehensive sales pipeline management feature that allows businesses to capture each lead, prioritize the leads, and distribute them effectively. With this feature, you are able to convert each lead into an opportunity, leverage your pipeline, gain insights into what is working and what is not, and ensure a systematic approach to sales.

Project Automation

Insighlty also gives its customers the option to automate projects. This feature allows you to automate all repetitive tasks, reducing the risk of errors and the process of completing redundant tasks, relieving your team from doing time-consuming tasks, and increasing productivity.

Email Integration and Management

Email is a vital tool for businesses, and Insightly recognizes its importance. Insightly lets you automate all your email marketing campaigns that are personalized to your customers and allows for simple A/B testing. Insightly also lets your users integrate with popular email platforms to track emails and set reminders, increasing visibility within the business.

Reporting and Analytics

Insightly CRM offers an array of reporting and analytics tools to help businesses gain insights into their customer interactions, sales performance, and project outcomes. Customizable dashboards and reports empower users to monitor key metrics and make informed strategic decisions.

Software Integration 

With Insightly AppConnect, you are given the option to integrate the software with a variety of system tools. Automate workflows, exchange data, and manage all integrations between Insightly’s CRM software and any other tool you use with extreme ease. 

Take a look at this blog post for an intricate review of Insightly CRM, detailing its key service features, pros and cons, prices, and customer reviews. 

Benefits of Using Insightly 

Enhanced Productivity

Enhance your employee’s productivity by ensuring an efficient workflow. Their software facilitates all processes on one platform, freeing up valuable time that can be used on other important activities.

Improved Customer Relationships

With Insightly’s visibility of each customer and lead, you are able to personalize your interactions with all customers, resulting in a valuable relationship between you and your customers.

Efficient Sales Processes

Sales teams can benefit significantly from Insightly CRM’s sales pipeline management feature. It ensures effectiveness throughout all stages of the customer journey, increasing the chances of leads turning into actual customers.

Streamlined Project Management

Insightly CRM’s project management capabilities are invaluable. Task assignments, progress tracking, and collaboration tools ensure that projects are completed on time, reducing overlapping and any miscommunication between team members.

Data-Driven Decision-Making

Because of Insightly’s Reporting and Analytics feature, users can effectively make data-driven decisions based on valuable insights and metrics of key performance indicators 


Workflow automation



Integration with several different tools 

Free trial 

Mobile app


Scalability better suited for SMB’s 

Costly compared to other CRM software 

Training may be time-consuming 

Insightly Prices

Insightly offers a flexible pricing structure with three different pricing plans based on the features you require. In addition, you are permitted to enjoy a two-week free trial for a maximum of two users. This free trial exists to show prospective customers if Insightly is the right pick for them. Some limitations are included, such as the number of users. 

Plus Plan: An entry-level plan that costs $29 per user every month. Includes all features except lead assignment and routing, scheduling outbound emails, custom queues, customizable real-time insight cards, custom page layouts, webhooks, and others. You are able to access a free trial of this plan. 

Professional Plan: This plan costs $49 per user every month. Geared towards growing businesses, meaning that the services offered are more than those of the Plus Plan. 

Enterprise Plan: As the name implies, this plan exists for businesses on a larger scale. All features are offered, as are enhanced services and products. No free trial exists; therefore, to gain access, you must contact a sales expert. 

Final Words 

A versatile, cloud-based CRM software, Insightly offers a great deal of services for all your business needs, providing many benefits when utilized. Insightly’s workflow automation, user-friendly interface, integration options, personalization, and free trial options are all advantages that you can gain. Although it’s not accredited by the BBB, they have received an A+ rating and have a customer base of more than 25,000 companies.