In the ever-evolving landscape of Customer Relationship Management (CRM) software, Insightly has carved a niche for itself by focusing on the needs of small and medium-sized businesses (SMBs). Known for its user-friendly interface, versatile features, and affordability, Insightly CRM aims to be a one-stop-shop for managing customer relations, sales pipelines, and project management tasks. In this review, we’ll dig deeper into what Insightly brings to the table.
8.5Total Score
Best for Beginners
User Experience
Insightly offers a clean, straightforward user interface that emphasizes ease of use. From setting up the platform to navigating through various modules, the user experience is intuitive. Although it may lack the ultra-sophisticated look of some competitors like Salesforce, its simplicity is one of its strong suits, making it perfect for teams that may be new to using a CRM system.
It's really one of the CRMs that knows what it does well and executes. It doesn't try to do too much and the pricing is great. It's simple to use and can be considered a great 'starter' CRM since importing your data is a breeze. It is very intuitive and you won't have much trouble navigating it. It also has one of the best mobile apps in the industry. The cost is what really separates this CRM from others, you should check it out.