Insightly

Basic Information

Insightly CRM is a cloud-based customer relationship management (CRM) platform designed for small to mid-sized businesses. It integrates sales automation, marketing campaigns, and customer service functionalities, along with project management tools.

• Model: CRM Software
• Version: The platform undergoes continuous updates. A significant UI update was released in October 2017, with all customers migrating to this latest UI by April 7, 2025.
• Release Date: Insightly was founded in 2009.
• Minimum Requirements: As a cloud-based service, Insightly CRM primarily requires a compatible web browser and an internet connection. Mobile apps are available for iOS and Android devices.
• Supported Operating Systems:
  • Web-based (browser-agnostic)
  • iOS (for mobile app)
  • Android (for mobile app)
• Latest Stable Version: Insightly operates on a continuous update model. The latest UI, originally released in October 2017, is the current standard, with all users migrated by April 7, 2025.
• End of Support Date: Not explicitly stated as a fixed date for the entire platform, as it's a continuously updated cloud service. Support is tied to active subscriptions.
• End of Life Date: Not applicable for a continuously updated cloud service.
• License Type: Subscription-based, offered in Plus, Professional, and Enterprise tiers. A freemium model was previously available but is no longer offered.
• Deployment Model: Cloud-based (SaaS - Software as a Service).

Technical Requirements

Insightly CRM is a cloud-based application, minimizing local hardware requirements. Access is primarily via web browsers or dedicated mobile applications.

• RAM: Not specified, as performance depends on the client device's browser and operating system. Standard modern computing device RAM (e.g., 8GB or more) is generally sufficient for web-based applications.
• Processor: Not specified, as performance depends on the client device's processor. A modern multi-core processor is recommended for optimal web browsing experience.
• Storage: Minimal local storage is required for browser cache and mobile app installation. Cloud storage limits apply per plan (e.g., 10GB for Plus, 100GB for Professional).
• Display: A standard display resolution suitable for web browsing (e.g., 1280x800 or higher) is recommended for the web interface. Mobile apps adapt to device screen sizes.
• Ports: Standard network connectivity (Ethernet or Wi-Fi) for internet access.
• Operating System: Compatible with any operating system that supports modern web browsers. Dedicated mobile apps are available for iOS and Android.

Analysis of Technical Requirements

Insightly CRM's technical requirements are minimal due to its cloud-native architecture. Users primarily need a device capable of running a modern web browser or its mobile applications. This approach reduces the burden on local hardware and simplifies deployment and maintenance for businesses. The platform's accessibility across various devices and operating systems highlights its flexibility.

Support & Compatibility

Insightly CRM offers broad compatibility and various support options, emphasizing integration with popular business tools.

• Latest Version: The platform is continuously updated. All users are migrated to the latest UI by April 7, 2025, which includes all features released since October 2017.
• OS Support:
  • Web browsers on various desktop operating systems (Windows, macOS, Linux).
  • iOS (for mobile app).
  • Android (for mobile app).
• End of Support Date: Support is ongoing for active subscribers, with no specific end-of-support date for the platform itself.
• Localization: English is the primary supported language.
• Available Drivers: Not applicable, as Insightly is a cloud-based software service. Integrations are handled via APIs and built-in connectors.

Analysis of Overall Support & Compatibility Status

Insightly CRM demonstrates strong compatibility, particularly with major productivity suites like Google Apps (Google Workspace) and Microsoft Office/Outlook. Its AppConnect platform and robust REST API allow for extensive third-party integrations, supporting over 250 popular business applications. Mobile apps for iOS and Android ensure accessibility on the go. Customer support includes email for all users, with phone support and dedicated success managers available for higher-tier plans. The platform's continuous update model ensures ongoing feature enhancements and bug fixes.

Security Status

Insightly CRM incorporates various security features to protect customer data, leveraging its cloud infrastructure.

• Security Features:
  • Comprehensive audit logging (Enterprise plan).
  • Role-based permissions (Professional and Enterprise plans).
  • Field-based permissions (Enterprise plan).
  • Data protection and recovery features.
  • Custom validation rules for data quality (Enterprise plan).
• Known Vulnerabilities: No specific known widespread vulnerabilities are publicly highlighted in the provided data. Regular software updates address security patches.
• Blacklist Status: No indication of blacklist status.
• Certifications: Compliance with standards developed by the American Institute of Certified Public Accountants (AICPA) was noted in 2016.
• Encryption Support: Military-grade encryption is used to protect data.
• Authentication Methods:
  • Standard username/password authentication.
  • Single Sign-On (SSO) integration with identity management solutions like OneLogin, Auth0, and Okta (Enterprise plan).
• General Recommendations: Users are advised to utilize strong, unique passwords and enable SSO where available. Regular monitoring of audit logs (for Enterprise users) is recommended.

Analysis on the Overall Security Rating

Insightly CRM offers a solid security posture, particularly for its cloud-based model. Key features like military-grade encryption, role-based permissions, and comprehensive audit logging (in higher tiers) contribute to data protection. The availability of SSO integration enhances enterprise-level security. While specific certifications beyond AICPA compliance are not detailed, the continuous update cycle implies ongoing security maintenance. The platform's focus on data validation and recovery further strengthens its security framework.

Performance & Benchmarks

Insightly CRM is designed for responsive performance, with continuous improvements to its user interface and underlying architecture.

• Benchmark Scores: No specific public benchmark scores are provided in the search results.
• Real-World Performance Metrics:
  • Improved search speed (up to ten times faster in the 2017 UI update).
  • Faster go-live time and quicker time to ROI reported by customers compared to competitors.
  • "Snappy setup process and intuitive user experience."
  • "Quick interface that creates a seamless experience."
• Power Consumption: Not applicable, as Insightly is a cloud-based service; power consumption depends on the client device and data center efficiency.
• Carbon Footprint: Not applicable, as Insightly is a cloud-based service; carbon footprint is associated with data center operations, not directly with the asset itself.
• Comparison with Similar Assets:
  • More expensive than comparable tiers from competitors like Zoho CRM, Bigin by Zoho, and Freshsales.
  • Lacks advanced AI tools compared to Zoho CRM.
  • Easier to set up than many alternatives with similar functionality.
  • More user-friendly than Salesforce.
  • Offers robust features for its price point compared to enterprise solutions.

Analysis of the Overall Performance Status

Insightly CRM generally performs well, with a focus on a quick and intuitive user experience. Updates have specifically targeted performance enhancements, such as significantly faster search capabilities. While direct benchmark scores are not available, user feedback and comparisons suggest efficient setup and operation. The platform's cloud-based nature ensures scalability and consistent performance across various user loads. However, some advanced AI capabilities found in competitors might be less prominent in Insightly.

User Reviews & Feedback

User reviews and feedback highlight Insightly CRM's strengths in usability and integration, while noting areas for improvement in support and advanced features.

• Strengths:
  • Intuitive user interface and ease of use.
  • Strong project management integration and capabilities.
  • Customizable pipelines and workflows.
  • Robust integration options via AppConnect and API.
  • Good for small to mid-sized businesses seeking an all-in-one solution.
  • Mobile apps for iOS and Android provide on-the-go access.
  • Ability to convert closed opportunities into projects for end-to-end workflow.
• Weaknesses:
  • Higher pricing compared to some competitors for equivalent features.
  • Limited advanced social media integration without third-party tools like Zapier.
  • Customer support can have room for improvement, especially for entry-level users, with varying response times and premium costs for advanced support.
  • Mobile app may lack some features of the desktop interface, such as email sending/tracking, and some users report lag or an untidy interface.
  • Lacks some advanced AI tools found in competitors.
• Recommended Use Cases:
  • Small to mid-sized businesses needing a unified platform for sales, marketing, and project management.
  • Companies looking for an affordable, user-friendly, and customizable CRM solution.
  • Businesses that require strong integration with Google Apps and Microsoft Outlook.
  • Organizations with project-based client work, such as manufacturing and consulting.

Summary

Insightly CRM stands as a robust, cloud-based customer relationship management platform tailored for small to mid-sized businesses. Its core strength lies in its intuitive, user-friendly interface and comprehensive integration of sales, marketing, and project management functionalities into a single system. The platform excels in providing customizable pipelines, workflow automation, and extensive third-party integration capabilities through its AppConnect and API, making it highly adaptable to diverse business needs.

Key strengths include its ease of setup and use, strong project management features, and broad compatibility with major operating systems and productivity suites via web and mobile applications. Security is addressed through military-grade encryption, role-based permissions, and audit logging in higher tiers, along with SSO support. Performance is generally reported as snappy and efficient, with continuous updates enhancing speed and user experience.

However, Insightly CRM faces some challenges. Its pricing can be higher than some competitors offering similar features, and it may not offer the same depth of advanced AI tools as some alternatives. While integrations are strong, native social media integration can be limited. Customer support, particularly for lower-tier plans, has received feedback indicating room for improvement in responsiveness and the cost of premium support. The mobile app, while functional, may not fully replicate the desktop experience for all features.

Overall, Insightly CRM is an excellent choice for businesses seeking an all-in-one, scalable, and highly customizable CRM solution that prioritizes ease of use and integration. It is particularly well-suited for organizations that value a unified view of customer interactions and project progress. Businesses requiring extensive advanced AI capabilities or a more budget-friendly entry point might consider alternatives. The platform's continuous development and focus on user experience make it a strong contender in the SMB CRM market.

The information provided is based on publicly available data and may vary depending on specific device configurations. For up-to-date information, please consult official manufacturer resources.