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CRM

Insightly CRM

{'g2_rating': '4.2/5', 'note': 'Based on G2 reviews as of 2024'} Rating
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About Insightly CRM

Key Features

Core capabilities at a glance

Contact and Account Management

Sales Pipeline Management

Project Management Integration

Google & Office 365 Native Integration

Advanced Reporting and Forecasting

Mobile CRM Applications

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Real-World Use Cases

See how organizations drive results

Professional Services Firm Sales Process Optimization
A consulting firm with 50 employees uses Insightly to manage a complex sales pipeline with multiple stakeholders and long sales cycles. The platform's project management integration allows project managers to view related sales opportunities, ensuring seamless handoffs from sales to delivery. Automated workflows send reminders for follow-ups and proposal deadlines, reducing missed opportunities.
38%
Manufacturing Company Customer Relationship Management
A mid-size manufacturer uses Insightly to manage relationships with distributors, retailers, and direct customers. The platform's native Office 365 integration keeps customer communication in Outlook while maintaining a centralized account view. Custom fields track product preferences, order history, and contract terms specific to manufacturing relationships.
42%
Health & Wellness Provider Patient Relationship Management
A healthcare practice network uses Insightly to manage patient relationships, appointment scheduling, and follow-up care coordination. The mobile app enables practitioners to access patient history and notes during appointments, while automation ensures timely appointment reminders and post-visit follow-ups.
31%
Retail Business Multi-Location Customer Insights
A retail chain with multiple locations uses Insightly to unify customer data across all stores and online channels. Managers can view customer purchase history, preferences, and engagement across all touchpoints, enabling personalized marketing and inventory decisions. Integration with Google Workspace ensures consistent customer communication.
45%

Integrations

Seamlessly connect with your tech ecosystem

G

Google Workspace (Gmail, Google Calendar, Google Drive)

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Native integration for email sync, calendar scheduling, and document management within the CRM interface

M

Microsoft Office 365 (Outlook, Excel, Teams)

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Seamless synchronization with Outlook contacts and calendar, Excel data export, and Teams collaboration features

Z

Zapier

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Connect Insightly to 6000+ apps for automated workflows and data synchronization without custom coding

D

DocuSign

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Integrate electronic signature capabilities for contract management and proposal workflows

S

Stripe and PayPal

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Payment processing integration for tracking invoices and transactions directly within customer records

M

Mailchimp

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Email marketing integration for coordinated customer communication and campaign tracking

S

Slack

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Receive CRM notifications and updates directly in Slack for real-time team communication

H

HubSpot Forms

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Lead capture and form submission integration for web-to-lead functionality

Implementation with AiDOOS

Outcome-based delivery with expert support

Outcome-Based

Pay for results, not hours

Milestone-Driven

Clear deliverables at each phase

Expert Network

Access to certified specialists

Implementation Timeline

1
Discover
Requirements & assessment
2
Integrate
Setup & data migration
3
Validate
Testing & security audit
4
Rollout
Deployment & training
5
Optimize
Performance tuning

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Alternatives & Comparisons

Find the right fit for your needs

Capability Insightly CRM Firststep.ai Design… Lightkey Featrix AI SDK
Customization Excellent Good Excellent
Ease of Use Excellent Excellent Excellent
Enterprise Features Good Fair Good
Pricing Fair Excellent Fair
Integration Ecosystem Good Good Good
Mobile Experience Fair Fair Fair
AI & Analytics Excellent Good Excellent
Quick Setup Excellent Excellent Excellent

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Frequently Asked Questions

How does Insightly integrate with Google Workspace and Microsoft Office 365?
Insightly offers native integrations that sync contacts, emails, and calendar information directly with Gmail, Outlook, Google Calendar, and OneDrive. This means your customer data is automatically updated across platforms without manual data entry, and you can access CRM information directly from your email client.
Is Insightly suitable for small businesses or only enterprise companies?
Insightly is specifically designed for small to mid-size businesses (SMBs). Its affordable pricing, ease of implementation, and focus on popular productivity tools like Google Workspace and Office 365 make it ideal for growing companies that need CRM without enterprise complexity or cost.
Can I use Insightly for project management, or is it CRM only?
Insightly combines CRM with project management capabilities. You can create projects linked to customer opportunities, track tasks, manage team collaboration, and view how projects relate to overall customer relationships—all within a single platform.
What security measures does Insightly have in place?
Insightly is SOC 2 Type II certified, ISO 27001 certified, and fully GDPR compliant. All data is encrypted in transit using SSL/TLS and at rest with 256-bit encryption. The platform maintains role-based access controls and undergoes regular independent security audits.
How long does it take to implement Insightly?
Most companies can be operational within days to a couple of weeks. The intuitive interface, pre-built templates, and native integrations with tools you already use (Gmail, Outlook, Google Calendar) make setup straightforward. Insightly also offers guided onboarding and customer success resources.
Can I access Insightly on mobile devices?
Yes, Insightly offers full-featured mobile applications for both iOS and Android. The mobile apps provide access to contacts, deals, projects, and documents, allowing you to manage customer relationships and view customer information from anywhere.