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Methodology
Insightly CRM
4.2
( 886 )
Shape
No reviews yet
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At a Glance
Overview
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
Shape is a cloud-based, all-in-one CRM platform combining sales, marketing, communications, automation, and AI. It centralizes lead capture, pipeline management, calls/texts/email in a unified inbox, marketing automation (drip campaigns, landing pages, social), reporting and dashboards, role-base... Learn more
Capabilities
- AI Enabled
- API Available
- Open Source
- CLI Available
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Pricing
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
Free trial available
Free plan available
Billing type
Recurring Subscription
Core
Contact Us
Complete
Contact Us
Enterprise
Contact Us
Pros and Cons
- 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
- Wide range of features in one platform: CRM + sales + marketing + communications + AI
- Flexible, modular pricing with add-ons and scalable enterprise options
- Strong AI capabilities: automated calling, texting, scoring, insights
- Good support and onboarding resources (guides, webinars, video tutorials)
- Mobile app enabling work on the go
- Pricing not fully transparent; Core/Complete/Enterprise require quotes
- Advanced features (branching, custom UI) are add-ons for lower tiers
- No publicly confirmed multi-language/localization support
- No on-premises or offline deployment option stated
- Mobile app reviews appear mixed (low Android rating noted)
Reviewer's Segments
Small Business
73.36%
Mid Market
19.64%
Enterprise
7.0%
Insufficient data to show segment split
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
- Live Online
- Videos
- Webinars
- Documentation
- Live Online
- Videos
- Webinars
Integrations
Total integrations:
39
- AnyMeeting
- Asana
- Basecamp
- Box
- Buffer
- Calendly
- Constant Contact
- DocuSign
- Drift
- Dropbox
- Eventbrite
- Evernote
- FreshBooks
- GoToMeeting
- Google Analytics
- Hootsuite
- Hotjar
- HubSpot
- Intercom
- Make
- Microsoft Teams
- Mixpanel
- Olark
- PandaDoc
- Proposify
- QuickBooks Online
- Seamless.AI
- Slack
- Smartsheet
- Sprout Social
- Stripe
- SurveyMonkey
- SysTools IMAP Migration Tool
- Trello
- Twilio
- WooCommerce
- Wrike
- Xero
- Zapier
- Zendesk
- Zoom
Total integrations:
5
- AnyMeeting
- Asana
- Basecamp
- Box
- Buffer
- Calendly
- Constant Contact
- DocuSign
- Drift
- Dropbox
- Eventbrite
- Evernote
- FreshBooks
- GoToMeeting
- Google Analytics
- Hootsuite
- Hotjar
- HubSpot
- Intercom
- Make
- Microsoft Teams
- Mixpanel
- Olark
- PandaDoc
- Proposify
- QuickBooks Online
- Seamless.AI
- Slack
- Smartsheet
- Sprout Social
- Stripe
- SurveyMonkey
- SysTools IMAP Migration Tool
- Trello
- Twilio
- WooCommerce
- Wrike
- Xero
- Zapier
- Zendesk
- Zoom
Top Alternatives
Categories
Common categories include: CRM Software.
Company Details
- By Insightly, Inc.
- Located in San Francisco, California, United States
- Founded in 2009
- By Shape Software Inc.
- Located in Irvine, California, USA
- Founded in 2009
