Insightly is the modern, affordable CRM that teams love. It’s easy to use, simple to customize, and scales with companies as they grow, solving common pain points that legacy CRMs can't. Insightly is trusted by more than a million users worldwide.
Insightly is the modern, affordable CRM that teams love. It’s easy to use, simple to customize, and scales with companies as they grow, solving...

Deployment

  • Cloud-based
  • On-premise

Support Options

  • Email/Help Desk
  • FAQs/Forum
  • Knowledge Base
  • Phone Support
  • 24/7 (Live rep)
  • Chat
Agile CRM combines powerful automation, telephony, web, mobile, email, social and scheduling features to effectively manage the entire customer journey
Agile CRM combines powerful automation, telephony, web, mobile, email, social and scheduling features to effectively manage the entire customer...

Deployment

  • Cloud-based
  • On-premise

Support Options

  • Email/Help Desk
  • FAQs/Forum
  • Knowledge Base
  • Phone Support
  • 24/7 (Live rep)
  • Chat

Starting from

US$29.00/month

  • Free Version
  • Free Trial
  • Subscription

Starting from

US$8.99

  • Free Version
  • Free Trial
  • Subscription

Overall rating

4.0 /5
(660)

Ease of Use

4.0/ 5

Features

3.9/ 5

Customer Service

3.8/ 5

Value for Money

4.0/ 5

Overall rating

4.1 /5
(523)

Ease of Use

4.0/ 5

Features

4.1/ 5

Customer Service

4.0/ 5

Value for Money

4.1/ 5

Total features 126

  • A/B Testing
  • API
  • Access Controls/Permissions
  • Account Alerts
  • Account Management
  • Activity Dashboard
  • Activity Tracking
  • Activity/News Feed
  • Alerts/Escalation
  • Alerts/Notifications
  • Appointment Scheduling
  • Archiving & Retention
  • Assignment Management
  • Audience Targeting
  • Auto-Dialer
  • Automated Publishing
  • Automated Routing
  • Automatic Call Distribution
  • Automatic Outbound Dialer
  • Autoresponders
  • Batch Processing
  • Behavior Tracking
  • Billing & Invoicing
  • Blended Call Center
  • Budgeting/Forecasting
  • Business Card/Badge Scanning
  • CAN-SPAM Compliance
  • CRM
  • Calendar Management
  • Calendar Sync
  • Calendar/Reminder System
  • Call Center Management
  • Call Disposition
  • Call Logging
  • Call Monitoring
  • Call Recording
  • Call Routing
  • Call Scheduling
  • Call Scripting
  • Call Tracking Metrics
  • Caller ID
  • Campaign Management
  • Campaign Planning
  • Campaign Scheduling
  • Campaign Segmentation
  • Campaign Specific Signature
  • Catalog Management
  • Channel Management
  • Click Tracking
  • Client Management
  • Client Portal
  • Collaboration Tools
  • Commenting/Notes
  • Commission Management
  • Communication Management
  • Competitive Analysis
  • Computer Telephony Integration
  • Configurable Workflow
  • Contact Database
  • Contact Management
  • Content Management
  • Contract/License Management
  • Conversion Rate Optimization
  • Conversion Tracking
  • Customer Database
  • Customer Engagement
  • Customer Journey Mapping
  • Customer Management
  • Customer Segmentation
  • Customer Support
  • Customer Surveys
  • Customizable Branding
  • Customizable Fields
  • Customizable Forms
  • Customizable Reports
  • Customizable Templates
  • Dashboard
  • Dashboard Creation
  • Data Import/Export
  • Data Visualization
  • Deal Management
  • Document Management
  • Document Storage
  • Drag & Drop
  • Drip Campaigns
  • Dynamic Content
  • Dynamic Modeling
  • Email Alerts
  • Email Campaign Management
  • Email Management
  • Email Marketing
  • Email Monitoring
  • Email Templates
  • Email Tracking
  • Engagement Tracking
  • Event Triggered Actions
  • Field Sales Management
  • File Management
  • File Sharing
  • For Insurance Industry
  • For Mac Devices
  • For Sales Teams/Organizations
  • For Small Businesses
  • For Startups
  • For iPad Devices
  • Forecasting
  • Gamification
  • Geotargeting
  • Goal Setting/Tracking
  • Graphical Data Presentation
  • Help Desk Management
  • IVR
  • Image Library
  • Inbound Call Center
  • Inbox Management
  • Influencer Tracking
  • Interaction Tracking
  • Internal Chat Integration
  • Issue Management
  • Kanban Board
  • Keyword Filtering
  • Keyword Tracking
  • Knowledge Base Management
  • Knowledge Management
  • Landing Pages/Web Forms
  • Lead Capture
  • Lead Distribution
  • Lead Generation
  • Lead Management
  • Lead Nurturing
  • Lead Qualification
  • Lead Scoring
  • Lead Segmentation
  • Lead Verification/Validation
  • Leaderboards
  • List Management
  • Live Chat
  • Location Tracking
  • Macros/Templated Responses
  • Manual Dialer
  • Marketing Automation
  • Mass Texting
  • Milestone Tracking
  • Mobile Access
  • Mobile Alerts
  • Mobile App
  • Mobile Coupons
  • Mobile Optimization
  • Modeling & Simulation
  • Monitoring
  • Multi-Account Management
  • Multi-Campaign
  • Multi-Channel Communication
  • Multi-Channel Management
  • Multi-Channel Marketing
  • Multi-Currency
  • Multiple Site Management
  • Multiple User Accounts
  • Notification Scheduling
  • Opportunity Management
  • Outbound Call Center
  • Pageview Tracking
  • Percent-Complete Tracking
  • Performance Metrics
  • Pipeline Management
  • Pipeline Reports
  • Portfolio Management
  • Post Scheduling
  • Power Dialer
  • Predictive Dialer
  • Preview Dialer
  • Prioritization
  • Process/Workflow Automation
  • Product Catalog
  • Progressive Dialer
  • Project Planning
  • Project Planning/Scheduling
  • Project Templates
  • Project Tracking
  • Proposal Generation
  • Prospecting Tools
  • Queue Management
  • Quotes/Estimates
  • ROI Tracking
  • Real-Time Analytics
  • Real-Time Chat
  • Real-Time Data
  • Real-Time Monitoring
  • Real-Time Notifications
  • Real-Time Reporting
  • Real-Time Updates
  • Recurring Tasks
  • Referral Tracking
  • Reminders
  • Reporting & Statistics
  • Reporting/Analytics
  • Reporting/Project Tracking
  • Resource Management
  • Response Management
  • Revenue Management
  • Role-Based Permissions
  • Routing
  • Sales Activity Management
  • Sales Forecasting
  • Sales Pipeline Management
  • Sales Reports
  • Sales Trend Analysis
  • Scheduled Messaging
  • Search/Filter
  • Segmentation
  • Self Service Portal
  • Sentiment Analysis
  • Service Level Agreement (SLA) Management
  • Shared Contacts
  • Shared Inboxes
  • Signature Creation
  • Signature Management
  • Signature Templates
  • Single Sign On
  • Social Listening
  • Social Media Integration
  • Social Media Monitoring
  • Source Tracking
  • Spam Blocker
  • Statistical Analysis
  • Sub-Task Management
  • Subscriber Management
  • Support Ticket Management
  • Support Ticket Tracking
  • Survey/Poll Management
  • Surveys & Feedback
  • Tagging
  • Task Board View
  • Task Editing
  • Task Management
  • Task Progress Tracking
  • Task Scheduling
  • Task Tagging
  • Team Management
  • Template Management
  • Territory Management
  • Third-Party Integration
  • Third-Party Integrations
  • Ticket Management
  • Time & Expense Tracking
  • Time Tracking
  • Time on Site Tracking
  • To-Do List
  • Usage Tracking/Analytics
  • User Interaction Tracking
  • Visual Analytics
  • Voice Mail
  • WYSIWYG Editor
  • Web Forms
  • Web Notifications
  • Web-based Deployment
  • Website Analytics
  • Website Integration
  • Whitelisting/Blacklisting
  • Widgets
  • Win/Loss Analysis
  • Workflow Management

Total features 220

  • A/B Testing
  • API
  • Access Controls/Permissions
  • Account Alerts
  • Account Management
  • Activity Dashboard
  • Activity Tracking
  • Activity/News Feed
  • Alerts/Escalation
  • Alerts/Notifications
  • Appointment Scheduling
  • Archiving & Retention
  • Assignment Management
  • Audience Targeting
  • Auto-Dialer
  • Automated Publishing
  • Automated Routing
  • Automatic Call Distribution
  • Automatic Outbound Dialer
  • Autoresponders
  • Batch Processing
  • Behavior Tracking
  • Billing & Invoicing
  • Blended Call Center
  • Budgeting/Forecasting
  • Business Card/Badge Scanning
  • CAN-SPAM Compliance
  • CRM
  • Calendar Management
  • Calendar Sync
  • Calendar/Reminder System
  • Call Center Management
  • Call Disposition
  • Call Logging
  • Call Monitoring
  • Call Recording
  • Call Routing
  • Call Scheduling
  • Call Scripting
  • Call Tracking Metrics
  • Caller ID
  • Campaign Management
  • Campaign Planning
  • Campaign Scheduling
  • Campaign Segmentation
  • Campaign Specific Signature
  • Catalog Management
  • Channel Management
  • Click Tracking
  • Client Management
  • Client Portal
  • Collaboration Tools
  • Commenting/Notes
  • Commission Management
  • Communication Management
  • Competitive Analysis
  • Computer Telephony Integration
  • Configurable Workflow
  • Contact Database
  • Contact Management
  • Content Management
  • Contract/License Management
  • Conversion Rate Optimization
  • Conversion Tracking
  • Customer Database
  • Customer Engagement
  • Customer Journey Mapping
  • Customer Management
  • Customer Segmentation
  • Customer Support
  • Customer Surveys
  • Customizable Branding
  • Customizable Fields
  • Customizable Forms
  • Customizable Reports
  • Customizable Templates
  • Dashboard
  • Dashboard Creation
  • Data Import/Export
  • Data Visualization
  • Deal Management
  • Document Management
  • Document Storage
  • Drag & Drop
  • Drip Campaigns
  • Dynamic Content
  • Dynamic Modeling
  • Email Alerts
  • Email Campaign Management
  • Email Management
  • Email Marketing
  • Email Monitoring
  • Email Templates
  • Email Tracking
  • Engagement Tracking
  • Event Triggered Actions
  • Field Sales Management
  • File Management
  • File Sharing
  • For Insurance Industry
  • For Mac Devices
  • For Sales Teams/Organizations
  • For Small Businesses
  • For Startups
  • For iPad Devices
  • Forecasting
  • Gamification
  • Geotargeting
  • Goal Setting/Tracking
  • Graphical Data Presentation
  • Help Desk Management
  • IVR
  • Image Library
  • Inbound Call Center
  • Inbox Management
  • Influencer Tracking
  • Interaction Tracking
  • Internal Chat Integration
  • Issue Management
  • Kanban Board
  • Keyword Filtering
  • Keyword Tracking
  • Knowledge Base Management
  • Knowledge Management
  • Landing Pages/Web Forms
  • Lead Capture
  • Lead Distribution
  • Lead Generation
  • Lead Management
  • Lead Nurturing
  • Lead Qualification
  • Lead Scoring
  • Lead Segmentation
  • Lead Verification/Validation
  • Leaderboards
  • List Management
  • Live Chat
  • Location Tracking
  • Macros/Templated Responses
  • Manual Dialer
  • Marketing Automation
  • Mass Texting
  • Milestone Tracking
  • Mobile Access
  • Mobile Alerts
  • Mobile App
  • Mobile Coupons
  • Mobile Optimization
  • Modeling & Simulation
  • Monitoring
  • Multi-Account Management
  • Multi-Campaign
  • Multi-Channel Communication
  • Multi-Channel Management
  • Multi-Channel Marketing
  • Multi-Currency
  • Multiple Site Management
  • Multiple User Accounts
  • Notification Scheduling
  • Opportunity Management
  • Outbound Call Center
  • Pageview Tracking
  • Percent-Complete Tracking
  • Performance Metrics
  • Pipeline Management
  • Pipeline Reports
  • Portfolio Management
  • Post Scheduling
  • Power Dialer
  • Predictive Dialer
  • Preview Dialer
  • Prioritization
  • Process/Workflow Automation
  • Product Catalog
  • Progressive Dialer
  • Project Planning
  • Project Planning/Scheduling
  • Project Templates
  • Project Tracking
  • Proposal Generation
  • Prospecting Tools
  • Queue Management
  • Quotes/Estimates
  • ROI Tracking
  • Real-Time Analytics
  • Real-Time Chat
  • Real-Time Data
  • Real-Time Monitoring
  • Real-Time Notifications
  • Real-Time Reporting
  • Real-Time Updates
  • Recurring Tasks
  • Referral Tracking
  • Reminders
  • Reporting & Statistics
  • Reporting/Analytics
  • Reporting/Project Tracking
  • Resource Management
  • Response Management
  • Revenue Management
  • Role-Based Permissions
  • Routing
  • Sales Activity Management
  • Sales Forecasting
  • Sales Pipeline Management
  • Sales Reports
  • Sales Trend Analysis
  • Scheduled Messaging
  • Search/Filter
  • Segmentation
  • Self Service Portal
  • Sentiment Analysis
  • Service Level Agreement (SLA) Management
  • Shared Contacts
  • Shared Inboxes
  • Signature Creation
  • Signature Management
  • Signature Templates
  • Single Sign On
  • Social Listening
  • Social Media Integration
  • Social Media Monitoring
  • Source Tracking
  • Spam Blocker
  • Statistical Analysis
  • Sub-Task Management
  • Subscriber Management
  • Support Ticket Management
  • Support Ticket Tracking
  • Survey/Poll Management
  • Surveys & Feedback
  • Tagging
  • Task Board View
  • Task Editing
  • Task Management
  • Task Progress Tracking
  • Task Scheduling
  • Task Tagging
  • Team Management
  • Template Management
  • Territory Management
  • Third-Party Integration
  • Third-Party Integrations
  • Ticket Management
  • Time & Expense Tracking
  • Time Tracking
  • Time on Site Tracking
  • To-Do List
  • Usage Tracking/Analytics
  • User Interaction Tracking
  • Visual Analytics
  • Voice Mail
  • WYSIWYG Editor
  • Web Forms
  • Web Notifications
  • Web-based Deployment
  • Website Analytics
  • Website Integration
  • Whitelisting/Blacklisting
  • Widgets
  • Win/Loss Analysis
  • Workflow Management
  • 123FormBuilder
  • ActiveCampaign
  • ActiveDEMAND
  • Acuity Scheduling
  • Adobe Commerce
  • Aircall
  • AnyMeeting
  • Asana
  • Benchmark Email
  • Bidsketch
  • BookingSync
  • Box
  • Braintree
  • Brevo
  • CallRail
  • Campaign Monitor by Marigold
  • Chargebee
  • ClickDesk
  • Clio
  • ConnectWise PSA
  • Constant Contact
  • Contactually
  • CreateForm
  • Cyclr
  • Dasheroo
  • Direct Mail
  • DirectIQ Email Marketing
  • Dotdigital
  • Drip
  • Dropbox Business
  • Drupal
  • Drupal Commerce
  • EZ Texting
  • Emma by Marigold
  • Everhour
  • Evernote Teams
  • Formstack Forms
  • FreeAgent
  • FreshBooks
  • Front
  • FullContact
  • GetResponse
  • Gmail
  • Google Calendar
  • Google Contacts
  • Google Drive
  • Google Forms
  • Google Workspace
  • Gravity Forms
  • Groove
  • Help Scout
  • HubSpot CRM
  • Hubstaff
  • Ignition
  • Intercom
  • Joomla
  • JoomlaLMS
  • Jotform
  • Kanban Tool
  • Kantata
  • Keap
  • Kixie PowerCall
  • Kustomer
  • Lead Gen & CRM (formerly SharpSpring)
  • Lead Liaison
  • Leadpages
  • LinkedIn for Business
  • LiquidPlanner
  • LiveHelpNow
  • Mad Mimi
  • MailUp
  • Mailchimp
  • MailerLite
  • Marketo Engage
  • Membrain
  • Meta for Business
  • Microsoft 365
  • Microsoft Outlook
  • Microsoft Power BI
  • Mojo Helpdesk
  • Myphoner
  • OmniFocus
  • OnceHub
  • OneDrive
  • Operations Hub
  • Outreach
  • PandaDoc
  • PersistIQ
  • Plivo
  • Podio
  • Process Street
  • Proposable
  • Proposify
  • Pure Chat
  • QuickBooks Online
  • QuickBooks Online Advanced
  • Quotient
  • Recurly
  • Reply
  • RingCentral Contact Center
  • Robly
  • Salesforce Marketing Cloud Account Engagement
  • SendGrid
  • ServiceM8
  • Setmore
  • Shopify
  • Sign In Scheduling
  • Slack
  • Slemma
  • Stripe
  • Stripe Billing
  • SugarCRM
  • SupportBee
  • Teamwork Desk
  • Teamwork.com
  • Tidio
  • TimeCamp
  • Todoist
  • Toky
  • Toodledo
  • TractionNext
  • Trello
  • Twilio
  • Twitter/X
  • Typeform
  • Unbounce
  • UserVoice
  • Wave
  • Wishpond
  • WooCommerce
  • WordPress
  • Wufoo
  • Xero
  • YouCanBook.me
  • Zapier
  • Zendesk Sell
  • Zendesk Suite
  • Zoho Books
  • Zoho CRM
  • Zoho Invoice
  • dotloop
  • noCRM.io
  • 123FormBuilder
  • ActiveCampaign
  • ActiveDEMAND
  • Acuity Scheduling
  • Adobe Commerce
  • Aircall
  • AnyMeeting
  • Asana
  • Benchmark Email
  • Bidsketch
  • BookingSync
  • Box
  • Braintree
  • Brevo
  • CallRail
  • Campaign Monitor by Marigold
  • Chargebee
  • ClickDesk
  • Clio
  • ConnectWise PSA
  • Constant Contact
  • Contactually
  • CreateForm
  • Cyclr
  • Dasheroo
  • Direct Mail
  • DirectIQ Email Marketing
  • Dotdigital
  • Drip
  • Dropbox Business
  • Drupal
  • Drupal Commerce
  • EZ Texting
  • Emma by Marigold
  • Everhour
  • Evernote Teams
  • Formstack Forms
  • FreeAgent
  • FreshBooks
  • Front
  • FullContact
  • GetResponse
  • Gmail
  • Google Calendar
  • Google Contacts
  • Google Drive
  • Google Forms
  • Google Workspace
  • Gravity Forms
  • Groove
  • Help Scout
  • HubSpot CRM
  • Hubstaff
  • Ignition
  • Intercom
  • Joomla
  • JoomlaLMS
  • Jotform
  • Kanban Tool
  • Kantata
  • Keap
  • Kixie PowerCall
  • Kustomer
  • Lead Gen & CRM (formerly SharpSpring)
  • Lead Liaison
  • Leadpages
  • LinkedIn for Business
  • LiquidPlanner
  • LiveHelpNow
  • Mad Mimi
  • MailUp
  • Mailchimp
  • MailerLite
  • Marketo Engage
  • Membrain
  • Meta for Business
  • Microsoft 365
  • Microsoft Outlook
  • Microsoft Power BI
  • Mojo Helpdesk
  • Myphoner
  • OmniFocus
  • OnceHub
  • OneDrive
  • Operations Hub
  • Outreach
  • PandaDoc
  • PersistIQ
  • Plivo
  • Podio
  • Process Street
  • Proposable
  • Proposify
  • Pure Chat
  • QuickBooks Online
  • QuickBooks Online Advanced
  • Quotient
  • Recurly
  • Reply
  • RingCentral Contact Center
  • Robly
  • Salesforce Marketing Cloud Account Engagement
  • SendGrid
  • ServiceM8
  • Setmore
  • Shopify
  • Sign In Scheduling
  • Slack
  • Slemma
  • Stripe
  • Stripe Billing
  • SugarCRM
  • SupportBee
  • Teamwork Desk
  • Teamwork.com
  • Tidio
  • TimeCamp
  • Todoist
  • Toky
  • Toodledo
  • TractionNext
  • Trello
  • Twilio
  • Twitter/X
  • Typeform
  • Unbounce
  • UserVoice
  • Wave
  • Wishpond
  • WooCommerce
  • WordPress
  • Wufoo
  • Xero
  • YouCanBook.me
  • Zapier
  • Zendesk Sell
  • Zendesk Suite
  • Zoho Books
  • Zoho CRM
  • Zoho Invoice
  • dotloop
  • noCRM.io