Insightly is a valuable tool for small-but-growing businesses. With over 1.5M users at more than 25,000 companies, Insightly provides CRM solutions for companies in many different types of industries across the world. They focus on time-saving features and integrations that help small companies establish an efficient workflow. The software's end goal is to help users build better customer relationships and scale faster.

Insightly's main features include:

Insightly's reports help companies to gain actionable insight on some of the most important aspects of their company that involve CRM data, including sales, team productivity, and customer relationships. Insightly's advanced reporting features include:

  • Custom Reports & Charts
  • Linked Item Reports
  • Pipeline Reporting
  • Pre-Built Reports
  • Report Scheduling
  • Smart Alerts
  • Reporting Filter Logic

These reports, along with the rest of the functionality can be useful to any company regardless of industry—and Insightly takes steps to make this clear. One unique aspect of Insightly's CRM is the presentation: the company features dedicated CRM use-cases by industry. They cover 7 different industries ranging from manufacturing to education to health and wellness.

Insightly's prices may be very attractive to teams who have a small budget but don't want to compromise on functionality. They offer a free plan for up to 2 users, a Basic plan for $12/user/month (billed annually), a Plus plan for $29/user/month (billed annually), a Professional plan for $49/user/month (billed annually), and an Enterprise plan for $99/user/month (billed annually).

While Insightly's prices make it really easy for a small team to get started with their tool, Insightly also provides the enterprise functionality that teams will need as they scale. They offer authentication and advanced permissions, compliance and data security, and advanced data management. The tool can cater to teams of all sizes.

Insightly is an especially good tool for teams in niche industries that are looking for a particular use-case, or for very data-driven teams that need insights from advanced reports.

Perspectives on Insightly

Further Reading

  • InfusionsoftResources about Infusionsoft, a SaaS-based CRM, marketing automation, and sales automation platform for small businesses.
  • InsightlyResources about Insightly for Sales, a SaaS-based CRM which helps sales teams manage their pipeline, from initial lead management and customer communication, through reporting, invoicing and customer payments.
  • Microsoft Dynamics CRMResources about Microsoft Dynamics CRM, which helps sales teams with account management, mobile sales, social insights, collaborative selling and sales analytics. Offered both on the cloud and on-premise.
  • NetSuite CRMResources about Oracle NetSuite CRM, a cloud-based solution that covers the entire customer lifecycle, from lead to opportunity, sales order, fulfillment, renewal, upsell, cross-sell and support, and more.
  • SAP CRMResources about SAP Hybris CRM - a CRM and commerce solution offered both on the cloud and on-premise, and CRM capabilities within SAP Business Objects, SAP's small business ERP and business management solution.
  • SugarCRMResources about SugarCRM, an open source CRM product that provides sales automation, customization, personalization, mobile sales and and app ecosystem.

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