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Insightly CRM
4.2
( 886 )
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At a Glance
Overview
Bonsai’s all-in-one product suite with smart automation lets you focus on your passion, not your paperwork. Bonsai integrates and automates every step of your business so it runs seamlessly - from proposal to tax season.
Learn more
Capabilities
- AI Enabled
- API Available
- Open Source
- CLI Available
Images
View 6 images
Popular among small to medium sized enterprises, Insightly is a SassS-based CRM platform with 1.5 million users globally. Users rely on the solution to manage customer data in a central platform, manage and nurture customer relationships, boost sales, and deliver projects in a timely manner. The ... Learn more
Capabilities
- AI Enabled
- API Available
- Open Source
- CLI Available
Images
View 6 images
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Pricing
Free trial available
Free plan available
Billing type
Recurring Subscription
Starter
$24.00
/ month
Professional
$39.00
/ month
Business
$79.00
/ month
Free trial available
Free plan available
Unit
Seat
Billing type
Recurring Subscription
Plus
$29.00
per seat / month
Professional
$49.00
per seat / month
Enterprise
$99.00
per seat / month
Pros and Cons
Not enough data available.
Not enough data available.
- Compatible with Android and iOS devices
- Visual dashboards for tracking important metrics
- Data integrity, security, and regulatory compliance
- Highly flexible appointments, calendaring, and events
- Automated tracking and updates
- No live chat support
- Only available in one language
Reviewer's Segments
Small Business
97.85%
Mid Market
1.08%
Enterprise
1.08%
Small Business
73.36%
Mid Market
19.64%
Enterprise
7.0%
Deployment
- Cloud based
- Desktop based
- Mobile based
- On-premise
- Cloud based
- Desktop based
- Mobile based
- On-premise
Support
- 24/7 (Live rep)
- Chat
- Email/Help Desk
- FAQs/Forum
- Knowledge Base
- Phone Support
- 24/7 (Live rep)
- Chat
- Email/Help Desk
- FAQs/Forum
- Knowledge Base
- Phone Support
Training
- Documentation
- Documentation
Integrations
Total integrations:
5
- AnyMeeting
- Asana
- Basecamp
- Box
- Buffer
- Constant Contact
- Drift
- Dropbox
- Eventbrite
- Evernote
- FreshBooks
- GitHub
- GoToMeeting
- Google Analytics
- Hootsuite
- Hotjar
- HubSpot
- Intercom
- Jupyter Notebook
- Microsoft Azure
- Microsoft Teams
- Mixpanel
- Olark
- PandaDoc
- Proposify
- QuickBooks Online
- Simulink
- Slack
- Smartsheet
- Sprout Social
- Stripe
- SurveyMonkey
- SysTools IMAP Migration Tool
- Trello
- Twilio
- Unity
- WooCommerce
- Wrike
- Xero
- Zapier
- Zendesk
- Zoom
Total integrations:
38
- AnyMeeting
- Asana
- Basecamp
- Box
- Buffer
- Constant Contact
- Drift
- Dropbox
- Eventbrite
- Evernote
- FreshBooks
- GitHub
- GoToMeeting
- Google Analytics
- Hootsuite
- Hotjar
- HubSpot
- Intercom
- Jupyter Notebook
- Microsoft Azure
- Microsoft Teams
- Mixpanel
- Olark
- PandaDoc
- Proposify
- QuickBooks Online
- Simulink
- Slack
- Smartsheet
- Sprout Social
- Stripe
- SurveyMonkey
- SysTools IMAP Migration Tool
- Trello
- Twilio
- Unity
- WooCommerce
- Wrike
- Xero
- Zapier
- Zendesk
- Zoom
Top Alternatives
Categories
Common categories include: CRM Software.
Company Details
- By Bonsai
- Located in San Francisco, California
- Founded in 2016
- By Insightly, Inc.
- Located in San Francisco, California, United States
- Founded in 2009