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    Overview
    ProductRatingMost Used ByProduct SummaryStarting Price

    Insightly

    Score7.4 out of 10
    N/AInsightly is presented as a modern, affordable CRM that is easy to use, simple to customize, and that scales with companies as they grow, designed to solve common pain points that legacy CRMs can't. Available in any vertical, Insightly CRM customers can add companion products for marketing automation, customer service, and integrations in the same platform. Insightly has more than a million users worldwide.

    $348

    per year per user

    Less Annoying CRM

    Score9.7 out of 10
    N/ALess Annoying CRM is a customer relationship management (CRM) solution built specifically for small businesses to help clients manage contacts and track leads.

    $15

    per month per user

    Pricing
    InsightlyLess Annoying CRM
    Editions & Modules
    Plus
    $29
    per month (billed annually) per user
    Professional
    $49
    per month (billed annually) per user
    Enterprise
    $99
    per month (billed annually) per user
    Always
    $15
    per month per user
    Offerings
    Pricing Offerings
    InsightlyLess Annoying CRM
    Free Trial
    YesYes
    Free/Freemium Version
    NoNo
    Premium Consulting/Integration Services
    YesNo
    Entry-level Setup FeeNo setup feeNo setup fee
    Additional DetailsThe system is $15 per user per month. No hidden costs or fees, or paying unused functionality. No long-term contracts. The first 30 days with the product are free, and the vendor won’t ask for payment information until that trial period ends.
    More Pricing Information
    Community Pulse
    InsightlyLess Annoying CRM
    Considered Both Products
    Unbounce
    No answer on this topic
    Less Annoying CRM
    Chose Less Annoying CRM
    Insightly turned out to be so rigid, it did not meet our needs. They were very hard to get in contact with, never by placing a call. And they have questionable business practices, forced us into paying for another year of service we had no intention of using. Their product …
    Incentivized
    Chose Less Annoying CRM
    Less Annoying CRM is easier to use than all of the CRMs that I listed here, but I’m sure all those other ones have a place for those companies and I’m sure that they optimize the data flow and all that other good stuff. Frankly, Less Annoying CRM is just so much easier and …
    Incentivized
    Chose Less Annoying CRM
    We used Insightly for a while and it is a great product but way too robust for us. The customization of LACRM can't be beat.
    Incentivized
    Key User Insights
    Would buy again
    88%
    Would buy again
    96 Answers
    100%
    Would buy again
    45 Answers
    Delivers good value for the price
    94%
    Delivers good value for the price
    85 Answers
    100%
    Delivers good value for the price
    45 Answers
    Happy with the feature set
    88%
    Happy with the feature set
    96 Answers
    100%
    Happy with the feature set
    45 Answers
    Lived up to sales and marketing promises
    88%
    Lived up to sales and marketing promises
    61 Answers
    100%
    Lived up to sales and marketing promises
    44 Answers
    Implementation went as expected
    92%
    Implementation went as expected
    72 Answers
    100%
    Implementation went as expected
    43 Answers
    Features
    InsightlyLess Annoying CRM
    Sales Force Automation
    Comparison of Sales Force Automation features of Insightly and Less Annoying CRM
    Feature
    Insightly
    7.3
    400 Ratings
    5% below category average
    Less Annoying CRM
    9.2
    49 Ratings
    18% above category average
    Customer data management / contact management8.6383 Ratings10.048 Ratings
    Workflow management6.6351 Ratings8.641 Ratings
    Territory management6.874 Ratings8.819 Ratings
    Opportunity management8.7349 Ratings10.036 Ratings
    Integration with email client (e.g., Outlook or Gmail)6.7357 Ratings8.939 Ratings
    Contract management6.521 Ratings9.019 Ratings
    Quote & order management8.364 Ratings8.815 Ratings
    Interaction tracking5.8312 Ratings10.033 Ratings
    Channel / partner relationship management7.724 Ratings9.119 Ratings
    Customer Service & Support
    Comparison of Customer Service & Support features of Insightly and Less Annoying CRM
    Feature
    Insightly
    7.1
    13 Ratings
    6% below category average
    Less Annoying CRM
    10.0
    41 Ratings
    28% above category average
    Case management7.011 Ratings10.036 Ratings
    Call center management7.28 Ratings00 Ratings
    Help desk management7.19 Ratings10.037 Ratings
    Marketing Automation
    Comparison of Marketing Automation features of Insightly and Less Annoying CRM
    Feature
    Insightly
    4.9
    312 Ratings
    43% below category average
    Less Annoying CRM
    8.8
    29 Ratings
    15% above category average
    Lead management5.3298 Ratings8.928 Ratings
    Email marketing4.4245 Ratings8.616 Ratings
    CRM Project Management
    Comparison of CRM Project Management features of Insightly and Less Annoying CRM
    Feature
    Insightly
    6.2
    385 Ratings
    20% below category average
    Less Annoying CRM
    9.0
    40 Ratings
    17% above category average
    Task management6.3374 Ratings10.039 Ratings
    Billing and invoicing management6.039 Ratings00 Ratings
    Reporting6.4321 Ratings8.128 Ratings
    CRM Reporting & Analytics
    Comparison of CRM Reporting & Analytics features of Insightly and Less Annoying CRM
    Feature
    Insightly
    7.5
    343 Ratings
    1% below category average
    Less Annoying CRM
    9.1
    27 Ratings
    18% above category average
    Forecasting7.092 Ratings9.213 Ratings
    Pipeline visualization8.0321 Ratings9.024 Ratings
    Customizable reports7.5307 Ratings9.020 Ratings
    Customization
    Comparison of Customization features of Insightly and Less Annoying CRM
    Feature
    Insightly
    6.2
    345 Ratings
    19% below category average
    Less Annoying CRM
    9.0
    41 Ratings
    18% above category average
    Custom fields6.5344 Ratings9.140 Ratings
    Custom objects6.0105 Ratings00 Ratings
    Scripting environment6.86 Ratings8.97 Ratings
    API for custom integration5.5178 Ratings9.16 Ratings
    Security
    Comparison of Security features of Insightly and Less Annoying CRM
    Feature
    Insightly
    8.0
    295 Ratings
    4% below category average
    Less Annoying CRM
    9.9
    25 Ratings
    17% above category average
    Single sign-on capability7.8262 Ratings00 Ratings
    Role-based user permissions8.2197 Ratings9.925 Ratings
    Social CRM
    Comparison of Social CRM features of Insightly and Less Annoying CRM
    Feature
    Insightly
    7.4
    90 Ratings
    1% above category average
    Less Annoying CRM
    -
    Ratings
    Social data6.825 Ratings00 Ratings
    Social engagement8.078 Ratings00 Ratings
    Integrations with 3rd-party Software
    Comparison of Integrations with 3rd-party Software features of Insightly and Less Annoying CRM
    Feature
    Insightly
    6.0
    146 Ratings
    20% below category average
    Less Annoying CRM
    8.2
    5 Ratings
    11% above category average
    Marketing automation6.9146 Ratings8.25 Ratings
    Compensation management5.14 Ratings00 Ratings
    Platform
    Comparison of Platform features of Insightly and Less Annoying CRM
    Feature
    Insightly
    4.8
    310 Ratings
    42% below category average
    Less Annoying CRM
    9.6
    26 Ratings
    27% above category average
    Mobile access4.8310 Ratings9.626 Ratings
    Best Alternatives
    InsightlyLess Annoying CRM
    Small Businesses
    Salesflare
    Score6 out of 10
    Salesflare
    Score6 out of 10
    Medium-sized Companies
    Zendesk Sell
    Score8.8 out of 10
    Zendesk Sell
    Score8.8 out of 10
    Enterprises
    Daylite
    Score7.6 out of 10
    Daylite
    Score7.6 out of 10
    All AlternativesView all alternativesView all alternatives
    User Ratings
    InsightlyLess Annoying CRM
    Likelihood to Recommend
    7.1
    (420 ratings)
    10.0
    (49 ratings)
    Likelihood to Renew
    9.2
    (33 ratings)
    9.1
    (1 ratings)
    Usability
    7.4
    (156 ratings)
    10.0
    (35 ratings)
    Availability
    9.0
    (6 ratings)
    -
    (0 ratings)
    Performance
    7.9
    (25 ratings)
    -
    (0 ratings)
    Support Rating
    8.9
    (34 ratings)
    9.4
    (29 ratings)
    In-Person Training
    9.1
    (1 ratings)
    -
    (0 ratings)
    Online Training
    9.0
    (8 ratings)
    -
    (0 ratings)
    Implementation Rating
    8.2
    (26 ratings)
    9.1
    (1 ratings)
    Configurability
    9.9
    (18 ratings)
    -
    (0 ratings)
    Contract Terms and Pricing Model
    8.4
    (3 ratings)
    -
    (0 ratings)
    Ease of integration
    9.0
    (10 ratings)
    -
    (0 ratings)
    Product Scalability
    9.0
    (9 ratings)
    -
    (0 ratings)
    Professional Services
    10.0
    (1 ratings)
    -
    (0 ratings)
    Vendor post-sale
    9.1
    (3 ratings)
    -
    (0 ratings)
    Vendor pre-sale
    7.8
    (3 ratings)
    -
    (0 ratings)
    User Testimonials
    InsightlyLess Annoying CRM
    Likelihood to Recommend
    Unbounce
    If a business has a simple workflow for purchasing a product or service for a customer and they want to keep track of this workflow then Insightly is very useful. The more complex a business operation is then Insightly starts to become difficult to use. I would recommend Insightly for small and medium sized businesses. Large businesses might have issues delegating tasks across many different users in a large company
    Incentivized
    Read full review
    Less Annoying CRM
    Less Annoying CRM is an excellent system for us as we log everything we do with a customer and has easy access to the imfromation later. May sound "of course" but this is by far the easiest CRM I've ever worked with during my 30 years in sales. Follow-up and scheduling is easy managable as well as designing forms and fields our selves. Less Annoying CRM has a good list of plug'ins to other software for integrational puposes. Most important to us is support when needed. Less Annoying CRM excels in its support. Don't hesitate, it doesn't do everything, but get started and get surprised
    Read full review
    Pros
    Unbounce
    • The ability to set up filters to generate lists based on just the categories I am interested in.
    • It's integration with our sales data so we can see customer spending trends across multiple years and seasons.
    • The ability to circle back to previous email correspondence to refresh on past conversations with individual clients.
    Incentivized
    Read full review
    Less Annoying CRM
    • Simple, intuitive usage
    • Daily agenda emails
    • Ease of moving calendar / action items around, closing out
    • Customer service is extremely responsive, they don't hide behind a "contact us" form on their website as so many companies seem to do. You can readily reach them by phone!
    Read full review
    Cons
    Unbounce
    • Once you are immersed in the platform, for all of its integration kudos, the platform became "intuitive" if that is the right word for it. There was some push back from staff on deployment.
    • The service and support team at Insightly was very responsive, but it seemed as if they had fielded similar complaints, and slower learning curves than we expected.
    • Unfortunately, while all has worked out nicely now and we are very happy with the platform, we had to have additional instruction time for all the staff during onboarding as workflows, dashboards, and pipelines were more time intensive than expected on the demo.
    Incentivized
    Read full review
    Less Annoying CRM
    • The one thing I was looking for is a place to manage multiple businesses with one project. Like if I am selling a "summer camp guide," I would like to have info for sales in one place with multiple contacts and businesses. LACRM customer service provided a workaround for me by suggesting I set up a specific pipeline for each project and them put each business in there. It is working great and, actually, a much better way to manage the project than I have originally intended.
    • I really don't have anything else to add. LACRM is perfect for us.
    Read full review
    Likelihood to Renew
    Unbounce
    Insightly offers a great product; it's the right fit for our company at this time. We were, however, considering moving to Contactually due to their cost effective automation features. However, they lacked the project management capabilities of Insightly. As our company grows, we would love to stay with Insightly - and if they can nail the automation and add the ability to customize a little bit more, it would be the perfect solution for us. For a larger company with a more involved sales team, you might find the metrics/reporting to be a bit basic. Insightly offers great customer service even to free customers
    Read full review
    Less Annoying CRM
    Excellent product which meets my needs of a complex industry
    Read full review
    Usability
    Unbounce
    Some items are not easily accessible as an admin, and the number of available resources is outdated (video from 2017). For basic tasks such as updating prospects or contacts, it is fine. However, when you change the screen size, the system becomes less responsive, with tables often being difficult to read.
    Incentivized
    Read full review
    Less Annoying CRM
    The biggest reason I came to Less Annoying CRM was how simple it was to use and how powerful it is. The learning curve is very small, and I was able to start using it in a productive way right from the beginning. When I had questions or asked for suggestions the CRM Coaches at the company responded immediately and made sure my questions were answered.
    Read full review
    Reliability and Availability
    Unbounce
    The provider is 100% available, with no downtime, maintenance, or unexpected outages. We have been able to perform solid continuous services for 12 months without any interruptions. We have backups as well, unlike the in-house backup that they keep on their end. I believe they have a very good redundancy and backup infrastructure in case they get any outages.
    Incentivized
    Read full review
    Less Annoying CRM
    No answers on this topic
    Performance
    Unbounce
    Pages normally load quickly, but every now and then, as entering updates to fields, it take a while to update. Sometimes even after refreshing the screen, we have to exit and go back in to get the fields or queries to update.
    Incentivized
    Read full review
    Less Annoying CRM
    No answers on this topic
    Support Rating
    Unbounce
    We have used Insightly for almost 2 years now. We have always been able to get in touch with support for a variety of reasons and they have never disappointed us. The support staff have always been very understanding. They have assisted with answers to our questions and have provided great tech support. We would highly recommend them.
    Incentivized
    Read full review
    Less Annoying CRM
    I can't stress enough, how Less Annoying CRM's Customer Service is the absolute best thing. You're never going to be waiting weeks for a response. You're always going to know someone will call you back. They don't forget you or lose your ticket. And If you don't THINK something can be done with Less Annoying CRM, write or call Customer Service, and they are sure to have a wealth of information and ideas to offer you. They really are about helping you find simple solutions that work! They are SMART about workflows and productivity!
    Incentivized
    Read full review
    In-Person Training
    Unbounce
    Well, we didn’t get the chance to do this in-person training but rather one-on-one online training with HR in-house. There were PowerPoints to discuss as well as video instructions on how to use the app, so it was okay. We were able to play around with it during the training or onboarding session.
    Incentivized
    Read full review
    Less Annoying CRM
    No answers on this topic
    Online Training
    Unbounce
    I've used Insightly's online training &/ or learned as I went. I've found the blogs and online written material helpful. I've also attended a few webinars, which can be useful if you use a J-I-T approach so as not to overwhelm you (or your staff) with functionality that you are using just yet. The fact that it's all available on their website and you can learn at your own pace is invaluable
    Incentivized
    Read full review
    Less Annoying CRM
    No answers on this topic
    Implementation Rating
    Unbounce
    did not participate in the implementation of this product did not participate in the implementation of this product did not participate in the implementation of this product did not participate in the implementation of this product did not participate in the implementation of this product did not participate in the implementation of this product
    Incentivized
    Read full review
    Less Annoying CRM
    After explaining that I was moving from Salesforce and the problems I was encountering, they took over and implemented the data in such a quick and efficient way, I was looking for the other shoe to drop but they did an amazing job so very impressed
    Read full review
    Alternatives Considered
    Unbounce
    Insightly is significantly better than Zendesk. It is easy to use, pleasant to look at, and makes sense. However, I don't think Insightly is fair now compared to Salesforce. Insightly can do many of the same things as Salesforce, but I've only started on some of these features. Insightly has excellent potential, and its support team drives me to make it what I believe it can be. For the price, I believe Insightly is worth it.
    Incentivized
    Read full review
    Less Annoying CRM
    HubSpot has a huge selection of tools, reports, integrations and supports that Less Annoying does not have. It is not comparable in price or functionality - but I am comparing it because it was the last CRM I used before I used Less Annoying, and it made me realize that if you don't need all the bells and whistles, but you just need to track your Customers and manage your leads and you don't want to spend a lot of money, Less Annoying CRM is the way to go.
    Read full review
    Contract Terms and Pricing Model
    Unbounce
    I don’t have the exact answers for this, but our accounting or finance department negotiates this. They always handle this kind of stuff and negotiate yearly licenses. Usually, they purchase 10 licenses in bulk and ask for a discount in bulk. Other than that, if there are any issues encountered on the app, they account for that. If it’s broken, that’s also taken into consideration when renewing the contract.
    Incentivized
    Read full review
    Less Annoying CRM
    No answers on this topic
    Scalability
    Unbounce
    (+) Being able to download my LinkedIn connections was a huge benefit. (+) I use the task function to stay on top of my follow-up activity which is another positive feature. (+) The sorting capabilities also help me pinpoint the contacts that I need to stay on top of. (-) When I add a new lead from an existing organization, I would like the organization's information to automatically populate the fields like address, website, description. I enter all that information manually. (-) My mass mailing experience has been tedious due to the email function being interrupted and crashing due to bad email addresses in some of my records. (-) Many of my leads do not have current email addresses. I wish Insightly offered a tool to help find email addresses. I spend too much time researching to find email addresses.
    Incentivized
    Read full review
    Less Annoying CRM
    No answers on this topic
    Professional Services
    Unbounce
    Our Customer Success Manager was great. A real professional and knowledgeable about the features and how they worked with our requirements
    Incentivized
    Read full review
    Less Annoying CRM
    No answers on this topic
    Return on Investment
    Unbounce
    • Positive Impact>Visibility is critical when it comes to taking proactive measures within the organization. The Insightly Tool has helped use with that which minimizes costs when it comes to rework. We can proactively plan for upcoming growth and identify areas of improvement.
    Incentivized
    Read full review
    Less Annoying CRM
    • Not just storage of information, but utilizing that information to build stronger relationships with clients
    • Because it's web-based, we can be at our desk or on the road and still have the full functionality of the CRM at our fingertips, which helps us keep focusing on sales!
    Read full review
    ScreenShots

    Insightly Screenshots

    Screenshot of Insightly's lead status and activity tracking, available so that nothing falls through the cracks.Screenshot of the reporting feature, which provides insight into sales and productivity performance.Screenshot of the Insightly Opportunities dashboard.Screenshot of Insightly on mobile.Product screenshotProduct screenshot

    Less Annoying CRM Screenshots

    Screenshot of The full-customizable Lead Report keeps you updated on every opportunity in your pipeline.Screenshot of Every contact and company has a profile that shows your entire history, along with any leads, files, events, to-dos, and more.Screenshot of Your Workspace is your homepage for your CRM. It give you a quick overview of everything that's going on.Screenshot of The full-customizable Lead Report keeps you updated on every opportunity in your pipeline.Screenshot of Our powerful web calendar allows you to stay on top of your events and to-dos and those of your co-workers.Screenshot of Our fully-featured mobile site means you can access your CRM from anywhere you have an internet connection.