Victor James

Insightly CRM Review 2023: Features, Pros & Products


Our Verdict

Insightly is one of the CRM tools currently making waves in the market. It is super effective for building lasting customer relationships and managing them appropriately. Insightly offers all teams and agencies various CRM features and benefits. This gives speedy growth and helps increase productivity.


  • Free trials are available for Insightly CRM
  • Useful for several industries and teams
  • Integrates with other tools


  • No monthly subscriptions
  • Some plans are expensive
Insightly Logo

Free plan available


Subscription Price

Starting at $29 Per user



User-friendly, Kanban View


 Expert Review

Very Good


Starting at $29 Per user

24/7 Support


Mobile App




What is Insightly?

insightly homepage screenshot

Insightly software is a CRM (Customer Relationship Management) tool for all teams, businesses, and industries. It offers all the tools, products, and services needed to attract prospects, convert leads, build lasting customer relationships, and automate workflows.

The tool’s cloud-based nature ensures that the data collected is stored securely. It also prevents unauthorized access and modification of stored data. The user-friendly interface allows you to manage your customer relationships without requesting help every step of the way.

Key Features of Insightly CRM

  1. Team alignment

Insightly ensures that all team members understand their company’s goals and are present on a single platform to achieve them together. The Insightly platform aligns team members by helping them take steps that will streamline their sales pipeline, sell strategically, and make huge profits. While these happen, it also helps your team form a strong bond with its clients and customers.

Unlike other CRM tools, Insightly is flexible and customizable. This way, it contributes to your overall branding efforts. You can improve your image, set your company apart from its competitors, and increase your time-to-value.

  1. Marketing Automation

Marketing plays a huge role in getting your products or services to your target customers. However, if it’s mishandled, it can lead to chaos capable of sinking your business. This is one of the issues Insightly seeks to avoid.

Insightly helps teams build impeccable marketing processes through its automation feature – Insightly Marketing. The service helps you;

  • Build your Sales Pipeline
  • insightly sales pipeline mockup

Insightly marketing automation tools help you engage with your audience and build your pipelines. It does this by helping you craft highly-converting emails and building effective landing pages.

Similarly, it helps you create a smooth journey for each customer. This automation feature lets you study customer behavior and maintain smooth communication after conversion. Furthermore, it allows dynamic list segmentation, helping you personalize content per prospect, lead, or customer.

  • Measure

This software ensures effective measuring and reporting of your marketing effort. It helps you track your KPIs (Key Performance Indicators) and evaluate your campaign performance through its visualization features. Insightly Marketing also helps you integrate with other tools.

  1. Customer Service

Give your customers a lovely experience through Insightly Service as they interact with your business. The service is famous for solving customer’s common pain points and providing quality support. It also helps with ticketing and providing customer health analytics.

Insightly Integrations

Insightly competitors





Zoho CRM

Zoho CRM is an awesome software



Asana is a web-based project management tool that helps teams collaborate and stay organized.

Frequently Asked Questions

Insightly offers four products. They are Insightly CRM, Insightly Marketing, Insightly Service, and Insightly AppConnect.

You can connect Insightly with tools like Microsoft Power BI, Asana, Shopify, QuickBooks, etc. Get any apps you need on AppConnect.

Insightly All-in-One is a combination of other products. It offers more of the features available on the Enterprise Plans for Insightly CRM, Marketing, and Service. It also offers more of the benefits embedded in the Insightly AppConnect 100K Plan. The Insightly All-in-One also gives you 30% off the cost of other products.

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