Insightly Review, CRM Setup

CRM Review: Insightly

Having worked with clients using a variety of CRM’s we’ve seen the good, the bad, and the ugly. There are many bulky, complex CRM’S out there that will do everything under the sun, but are difficult to use. We call them Mack Truck CRM’s. They’re big and impressive, but most people only use 5-10% of the software.

Our team at Business Made Simple often refers clients to Insightly. As a smaller, more agile CRM, it’s more like a sports car than a Mack Truck. It allows companies to manage sales, contacts, projects, opportunities and client fulfillment in a very clean, efficient and user-friendly way. Instead of doing everything, Insightly gives you great core functions that every business needs, and then allows you to partner with other expert software like Quickbooks, Evernote and DropBox, just to name a few. Keep reading to hear more of the reasons why we recommend Insightly to most small businesses.  


Some of Insightly’s best features are their pipelines and activity sets. For companies that are managing lots of clients at different stages of fulfillment, Insightly’s pipeline feature helps all the players involved know exactly what they need to do and when for each client or project.

The client profile makes it easy to link contacts to organizations or note other important relationships. The ability to save email communication and related tasks to a contact is an essential benefit of using Insightly. It’s intuitive ability to save any attached files is another worthwhile feature.

Another favorite feature is the mass emailing tool within the CRM. It enables users to send a personalized email to a group of clients without having to write individual emails. It also offers a task management feature that allows users to see on one screen what they are working on for each of their clients and in all areas of their business. With one click, managers can see what each of their employees are working on, along with what’s been done.

Insightly gives you the ability to create custom tagging systems to easily sort and find clients in your database. It also allows you to see all of the projects you’re currently working on at a glance, and where they are in the process of completion.

Insightly also makes delegation a breeze. Insightly’s Gmail gadget makes it easy to assign tasks, create projects, save emails, add or update contacts easily from within your email. No more switching back and forth from program to program. Insightly offers helpful video libraries and customer forums, but setup can be difficult if you don’t know what you’re doing. For a step by step guidance on how to organize your business for insightly, how to transfer your information and set up Insightly for your business and for help successfully implementing it with your team, visit for more in-depth help.

The Insightly app for iOS and Android also allows you to access all of your records on the go. The app is clean, and user friendly, making it easy to access all of your contacts and accounts from any supported device.

Insightly’s strategic partnerships allows it to seamlessly integrate with many other popular programs. For example, Mailchimp, Evernote, DropBox and Google Apps for Business are just a few of the integration’s available.


Another reason we like to recommend Insightly is because it’s incredibly affordable for businesses. If you are just starting out, and don’t need more than two users, it offers a free plan with up to 200MB of storage, and 2,500 records. Paid plans start as low as $12 per month per user, and offer additional storage, users, and customization options.

Sure, there are plenty of bigger, more robust CRM’s out there, but you may end up paying more for features that you never use. Insightly is powerful enough to provide support for small businesses, without being overwhelming.

While Insightly is user friendly, it can still be confusing to set up initially. Our team at Business Made Simple can help you get your CRM set up so you can hit the ground running. To hear more about our professional setup up service, contact us for a complimentary 15 minute business assessment.


So What do YOU Think?