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10+ Insightly Alternatives and Competitors

Insightly

4.4 User Rating
$4 M Revenue
190+ No of Employees
2009 Founded
SaaS Industry
CRM Category
Anthony Smith CEO
Overview

Insightly is a cloud-based customer relationship management (CRM) platform, programmed under the banner of Insightly, Inc's private computer technology company. Insightly was formally founded in Perth, Australia, by Anthony Smith in 2009, and relocated to San Francisco in 2012. With Insightly's establishment in 2009, the company raised with an amount of $50 million from venture capital companies like Emergence Capital Partners, Scott Bommer, Cloud Apps Capital Partners, and Sozo Ventures. Along with the company's other key leadership core team, including Tony Kavanagh, Mark Ripley, Elena Doudoukalova, and Karl Laughton, the company now served 1.5+ million users and 25,000+ businesses around the world. As the company constantly grows, Insightly now becomes the world’s most popular CRM software for Google and Office 365 users. Moreover, Insightly also currently scopes its service to manufacturing, consulting, media and advertising, non-profit, and technology industries, which enables them to garner a revenue of $4 million per year.

Alternatives

Logo Name Rating CEO Pricing Founded Revenue Employees Location Reviews Customers
Zoho CRM 4.9 Sridhar Vembu $34 2005 $600 M 10000+ Chennai 5000+ Reviews 80004+
Salesforce CRM 4.7 Marc Benioff $25 1999 $17.1 B 49000+ San Francisco 5000+ Reviews 500000+
SugarCRM 4.8 Craig Charlton $80 2004 $106.9 M 450+ Cupertino 4000+ Reviews 20000+
Pipeliner CRM 4.6 Nikolaus Kimla $25 2012 $13.8 M 288+ Los Angeles 2300+ Reviews 4000+
HubSpot CRM 4.5 Brian Halligan Free 2006 $1.5 B 250+ Cambridge 2980+ Reviews 20000+
NetSuite CRM 4.5 Zach Nelson $99 1998 $884.6 M 10001+ Redwood Shores 4000+ Reviews 200000+
EspoCRM 4.6 Alex Avramenko $344 2015 $1 M 50+ Rivnenska 1860+ Reviews 2000+
Microsoft Dynamics CRM 4.5 David Blumentals $87 2001 $1.1 M 10001+ Redmond 4000+ Reviews 200000+
Copper CRM 4.3 Dennis Fois $19 2014 $19 M 50+ San Francisco 1875+ Reviews 2000+
Redtail CRM 4.4 Brian McLaughlin $99 2003 $26.1 M 105+ Sacramento 1200+ Reviews N/A

Pricing

Plus
  • $29/mo
  • Work from any device
  • Lead management
Professional
  • $49/mo
  • Work from any device
  • Lead management
Enterprise
  • $99/mo
  • Work from any device
  • Zoho CRM Lead management

Key Employees

Image Name Designation Email ID Twitter Linkedin
Tony K. CMO N/A N/A https://www.linkedin.com/in/kavanaghtony
Gregg Brockway Chairman N/A N/A https://www.linkedin.com/in/greggbrockway
David Politis Founder N/A N/A https://www.linkedin.com/in/davidpolitis

Reviews

“ Excellent CRM for small Business ”

4/5 (overall) - Harley D.
Pros:
  • We recommend insightly to everyone we can speak to its that good.
  • It’s easy to find information about proposals and opportunities that coworkers are working on. It’s easy to link contacts, leads, and opportunities.
Cons:
  • I hated how it does no work with ring central.
  • It was difficult for us to integrate this into our membership database. But other than that, no major cons.

“ Brings all record-keeping together ”

4.2/5 (overall) - Joshua K.
Pros:
  • With the help of this am able to track all my deliverables as well to make my customers satisfied from its amazing efficiencies and also helps in the better growth of my business.
  • Overall for small or medium size sales organizations, this is a great vehicle to ensure all opportunities are documented and tracked.
Cons:
  • Easily the most difficult aspect of the software is the inability to change certain core features. Specifically, the inability to add more than one email address (e.g., add a secondary).
  • We’ve noticed that it does not automatically refresh notes entered which may just be a first world problem but is frustrating when working on a team.

“ Manage your business relationships with Insightly ”

4.5/5 (overall) - Elizabeth P.
Pros:
  • Extremely inexpensive software for small business with good bulk mailing features and document storage.
  • Great CRM and Pipeline Management out the box! Contact Syncing for Google is great – despite minor issues. Good simple project lists. Links nicely to Mailchimp and Xero.
Cons:
  • Customizing is limited and navigation sometimes a little clumsy and non intuitive, I wish it contained a split screen for some of the functions.
  • Very very poor project management. You will need to use other packages for almost anything. No resource management. No Gantt charts. No visibility. Email integration is rudimentary. Task integration is non-existent. No Office 365 contact synchronisation.

Features

  • Access Control
  • Analytics
  • API
  • Agile Software Development
  • Accounting Intergration
  • Assessment Management
  • CRM Integration
  • Campaign Management
  • Campaign Planning
  • Collaboration Tools
  • Collaborative Workspace
  • Marketing Automation
  • Security
  • Team Collaboration
  • Performance Management

Images & Videos

Q & A

What browser works best when using Insightly?

Using the latest version of Mozilla Firefox and Google Chrome is highly recommended when using a browser to access Insightly. This is for full compatibility so that you and other users won’t experience any major issue while using the platform at work.

Does Insightly allow you to cusomize dashboards for each user?

The answer is yes, Insightly lets users customize their dashboards until they are satisfied with how it looks and feels. You have the option to choose the layout, the size of the cards, and the number of cards in the dashboard. Additionally, Insightly also enables you to duplicate any existing cards and dashboards that were created by other users.

How much am I going to spend on Insightly?

Insightly offers you three (3) subscription plans that you can choose. These plans are: the Plus plan ($29 per month), the Professional plan ($49 per month), and the Enterprise plan ($99 per plan). It is important to note that each plan is billed annually and per user.

Is there a difference between Insightly and Insighlty Classic?

The quick answer is yes. The main difference between thw two is that Insightly Classic won’t be receiving any new updates while Insightly will still continue revolutionizing its platform. Also, Insightly classic provides a more basic UI that users can work with. Although Insightly Classic might not be available in the long run.

Does Insightly’s mobile app offer an offline functionality?

Unfortunately, no, Insightly’s mobile app will not let you work on-the-go once there is no internet connection. So, it’s better to stay connected all the time while using the mobile version.

Is Insightly a cloud-based software?

Indeed, Insightly is deployed on the cloud, which means that users can benefit from working on-the-go and at any time at all, provided that they have an internet connection.

Alternatives

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