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CRM and Project Manager

Published 05/02/2013 and rated Ratingstars5 5 out of 5 stars
by Shel Gatto
What can you use the app for?

Insightly is a CRM and project management tool. The application integrates with Gmail so users can manage data between both services seamlessly. Flexible event scheduling and calendar tools are also built in. Users can create reminders, assign activities, save recurring tasks and automate many schedule-related processes. Data can be exported to iCalendar or synchronized with Google Calendar. The notification and follow system streamlines contact and task management while the custom fields and filters function lets the user tailor the experience to their business. Social integration is also offered so users can interact through Twitter and LinkedIn. Mobile versions for Apple and Android are available as well. Additional features include a quick search, permissions, Google Drive integration, file sharing, milestones, tags and commenting tools.

Insightly screenshot
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What is the history and popularity of the app?

Insightly was created to assist small businesses with contact and project management. The application has earned high marks for its user friendly design and powerful capabilities. Many reviewers, users and others have mentioned its features and boasted the service as an excellent value for the price. The application continues to impress with an intuitive interface, multiple subscription options and integration with popular third party services.

What are the differences to other apps?

The Insightly umbrella opens wide in terms of features. Rather than focusing on project management or CRM, the application does both. The service offers everything from report with monthly, quarterly and yearly filters to file sharing and tagging functions. Many popular third party applications are supported, including iCalendar, Google Drive, Google Calendar and Gmail.

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How does the web app look and feel to use?

Insightly is a professional app that manages to marry utility with personality. The interface is clean but colorful. The experience feels very modern, with simple tabs that let the user access each area, including tasks, contacts, opportunities and projects. Newcomers will have no trouble transitioning to Insightly because the interface is very user friendly. Insightly offers a pleasant atmosphere that nurtures productivity.

How does the registration process work?

New users can click the orange “Sign Up Free” button in the upper, right corner of the Insightly homepage. A second orange button is also available near the middle of the page. The user is directed to a form that asks for a full name, company or organization name, company size, industry, phone number, email address and password. The user is automatically logged in to their new account.

What does it cost to use the application?

Insightly offers four subscription plans to its users. The first is the Gratis plan which is free forever. This membership includes access for up to three users, 200 MBs of storage space and up to 2,500 contacts. The Starter plan costs $29 per month and includes access for up to six users, 6 GBs of storage space, 25,000 contacts and access to extra features. The Advanced plan costs $49 per month and upgrades to 15 users, 25 GBs of storage and unlimited contacts. The Pro plan costs $99 per month and includes up to 40 users and 50 GBs of storage space.

Who would you recommend the application to?

Insightly is a great tool for any small business. The application combines project management and CRM in the most convenient way possible. Mobile access is a nice plus and the pricing plans are very flexible. A startup can go for the free plan, which is relatively generous or upgrade to one of the three paid plans which start at a reasonable monthly rate.

  • Integrates with Google Drive, Calendars and Gmail
  • Create milestones and one-time or recurring tasks
  • Share project files easily online
  • Stay on track with calendars and reminders
  • 9 reports present data in an easy to read format

Insightly video

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Insightly contact details


Insightly pricing

FREE - Permanently free version
Cheapest plan (per month) : $29.00
Most expensive plan (per month) : $99.00
Free storage space (mb): 200

Mobile versions

Iphone app

Iphone app

Android app

Android app

Ipad app

Ipad app

Android tab app

Android tab app




Insightly on Twitter

Insightly on Facebook

Link to app information

Company blog