Insightly CRM ★ {'g2_rating': '4.2/5', 'note': 'Based on G2 reviews as of 2024'} · 0 reviews

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Insightly CRM

Productivity

{'g2_rating': '4.2/5', 'note': 'Based on G2 reviews as of 2024'} ★★☆☆☆ 0 reviews · 1.5+ million users worldwide

About Insightly CRM

Use Cases

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%%

Pricing

Pricing available on request

Insightly CRM pricing is customized based on your team size, integrations, and requirements. AiDOOS will get you a scoped proposal — for free.

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Key Features

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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Enterprise Readiness

SOC 2 Type II Compliance

ISO 27001 Certification

GDPR Compliance

End-to-End Encryption

Role-Based Access Control

Integrations

8 total apps

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

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

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

Integrate electronic signature capabilities for contract management and proposal workflows

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

Email marketing integration for coordinated customer communication and campaign tracking

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

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

AiDOOS Managed Deployment

Deploy Insightly CRM in

AiDOOS handles setup, CRM integration, SSO config, and user provisioning. Your team goes live — not your IT department.

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Deployments

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Adoption rate

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Post-deploy sat.

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Time to value

Prerequisites

Configuration Options

Virtual Delivery Center · A new delivery category

A Virtual Delivery Center for Insightly CRM

Pre-vetted experts and AI agents in the loop, assembled as a delivery pod. Pay in Delivery Units — universal pricing across roles, seniority, and tech stacks. No hiring, no contracting, no procurement cycle.

Plans from $2,000 — Starter Pack, 10 Delivery Units, 90 days
Refundable on unused Delivery Units, anytime — no questions asked
Re-delivery guarantee on acceptance miss
Pre-flight delivery sizing — you see the plan before you commit

Get a delivery plan for Insightly CRM What’s a Virtual Delivery Center?

How a Virtual Delivery Center delivers Insightly CRM

Outcome-based delivery via AiDOOS’s VDC model. Why VDC vs traditional consulting? →

Outcome-Based

Pay for results, not hours

Milestone-Driven

Clear deliverables at each phase

Expert Network

Access to certified specialists

Implementation Timeline

Discover

Requirements & assessment

Integrate

Setup & data migration

Validate

Testing & security audit

Rollout

Deployment & training

Optimize

Performance tuning

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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.