Every business needs to access relevant customer data in real-time to help with marketing strategies. Currently, CRM or customer relationship management is on-demand in the software market. Its revenue is expected to grow more than $80 billion by 2025. So if you want to go the extra mile to build your brand’s customer relationship, let’s go over this Insightly review. 

Insightly Overview

Before we take a dive and review the benefits of using Insightly, we need to know about the software’s background. Insightly was established in 2009 by Anthony Smith and is based in San Francisco. In a nutshell, Insightly offers CRM or customer management software for all businesses across various industries. The software is used by over 25,000 organizations globally and has more than 1.5 million users. According to customer testimonials, Insightly is mainly used by small to midsize companies. 

Insightly Features

  • Salesforce automation
  • Lead management
  • Email marketing
  • CRM project management
  • Pipeline visualization
  • Customization features
  • Role-based user permission
  • Single sign-on capability
  • Marketing automation
  • Mobile access
  • Integrations
  • Other additional features

Insightly Review: CRM Benefits

Reach Your Customers the Right Way

Insightly CRM has the right tools and features to help you reach out to your audiences at the right time. In each business transaction, you need to know when to strike to close the deal, but you also need to know the right message to send. The CRM software will help you “sell smarter” its automation features. 

Also, it helps you build stronger customer relations by connecting you or your team to a myriad of relevant data to help you get to know your customers. This gives you the advantage as you have a more visible view of customer relations’ complex web. It’s up to your team to use the data and translate it into practice, better serving customers. 

Track the Most Relevant Lead

If you have a hard time tracking relevant leads, Insightly will do the job for you. It helps you track your organization’s activity timeline, such as:

  • Marketing campaign source
  • Emails 
  • Phone calls
  • Meetings 
  • Tasks

Using the accumulated data from the list activity above, Insightly can automatically route leads to the right audience in real-time. So your sales rep can track and follow up on leads while they’re still hot.  

Smooth Workflow

Enjoy a smooth work process by using Insightly’s workflow automation. Here’s what you can do when using the feature: 

  • Send email alert
  • Create or update records
  • Generate tasks for others

Also, you and your team can save time through “Relationship Linking.” It allows relevant customer information to be linked to contacts listed in your organization’s database. It includes emails and other records so the team can quickly determine who is who. When working with various customers, human error is inevitable. To avoid common mistakes and avoid inconvenience, all employees must be aware of “who knows who.” 

Efficient Email System

You can craft and deliver emails using Insightly in a couple of clicks. Also, you can save time and send out bulk emails to a long list of leads. The efficient system will allow you or your employees enough time to prioritize other workloads instead of manually sending out emails. 

After sending out emails to your targeted leads, you can track email delivery in real-time and closely monitor the click statistics for each email template you used. By doing this, your team can keep track of which email template converts the best. Insightly even sends a notification when emails are clicked and opened. 

Insightly Review: Marketing Benefits

Targeted Segmentation

With Instightly’s Marketing and CRM software, customer’s data freely flows throughout the entire process with no chance of getting damaged or lost. It allows you to align your marketing and sales with a shared perspective of an ideal customer. 

Keep Track of “Customer Journey” 

You can visually track any “customer journey.” Every interaction your customer takes with your business should give them an idea of what you offer. It guides them to realize whether the product or service you offer meets their needs. 

Using Insightly Marketing, you can assist them along the way by creating an engaging and informative journey. This feature lets you manually add how the software acts as your audience interact with your brand, such as: 

Add Action

It allows you to choose the software’s next step when interacting with your audience. For example, you can add an action like sending an email. 

Add Trigger

This feature allows you to pick an event for specific “actions.” For example, if your prospect opens an email or clicks a particular link. 

Add Check

You can “instruct” the software to check relevant information about your client—for example, a prospect’s field value. 

Improve Campaigns

Using intelligent campaigns allows you to improve the effectiveness of your brand’s campaign. You can check all the relevant engagement metrics to help your and your team’s strategies. Here are some engagement metrics you can check using Insightly: 

  • Open rates
  • Bounce rates
  • Click-through rates
  • Conduct A/B testing

Craft Professional Emails in Minutes

Using Insightly Marketing, you can create newsletters and professional emails with a few clicks. The best part? You have dozens of pre-built email templates to choose from. It also allows email customization, like adding an image and button. 

Insightly Review: Pros and Cons

To give you an idea about the feedback from customers. Here’s a list of pros and cons when using Insightly CRM or Marketing.


  • It has low-cost plans that are friendly to start-ups and medium-sized businesses. 
  • Great for small business
  • Insightly has Google Apps Integrations. 
  • The mobile application is very convenient. 
  • It’s great for task management. 


  • The user interface and site design need to be updated. 
  • The calendar is prone to glitches. It does not pick certain information and meeting schedules. 
  • Setup takes a while. 

Insightly Review: Monthly Pricing Plans

Insightly Marketing Pricing

  • Marketing- Plus, $299/month
  • Marketing- Professional, $599/month
  • Marketing- Enterprise, $1299/month 

Insightly CRM Pricing

  • CRM- Plus, $29/month
  • CRM- Professional, $49/month
  • CRM- Enterprise, $99/month

In Conclusion

In the end, this Insightly review proved that it’s one of the best software out there for CRM and marketing. Most Insightly users are owners of small to midsize businesses. So if you’re looking for software that will help your brand improve customer relationship management, you might want to consider Insightly.