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
  • Chat
Excel is a spreadsheet management software program with data analysis tools to help users track and visualize data for greater insight and more ways to share data.
Excel is a spreadsheet management software program with data analysis tools to help users track and visualize data for greater insight and more ways...

Deployment

  • Cloud-based
  • On-premise

Support Options

  • Email/Help Desk
  • FAQs/Forum
  • Knowledge Base
  • Phone Support
  • Chat

Starting from

US$29.00/month

  • Free Version
  • Free Trial
  • Subscription

Starting from

US$6.00/month

  • 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

4.8 /5
(19,116)

Ease of Use

4.3/ 5

Features

4.7/ 5

Customer Service

4.3/ 5

Value for Money

4.6/ 5

Total features 126

  • API
  • Access Controls/Permissions
  • Activity Dashboard
  • Activity Tracking
  • Activity/News Feed
  • Alerts/Notifications
  • Appointment Scheduling
  • Assignment Management
  • Batch Processing
  • Budgeting/Forecasting
  • Business Card/Badge Scanning
  • CRM
  • Calendar Sync
  • Calendar/Reminder System
  • Campaign Management
  • Charting
  • Collaboration Tools
  • Commenting/Notes
  • Commission Management
  • Configurable Workflow
  • Contact Database
  • Contact Management
  • Contract/License Management
  • Customer Database
  • Customer Engagement
  • Customer Segmentation
  • Customer Support
  • Customizable Branding
  • Customizable Fields
  • Customizable Reports
  • Customizable Templates
  • Dashboard
  • Dashboard Creation
  • Data Import/Export
  • Data Visualization
  • Deal Management
  • Document Management
  • Document Storage
  • Drag & Drop
  • Dynamic Modeling
  • Email Management
  • Email Marketing
  • Email Templates
  • Email 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
  • Goal Setting/Tracking
  • Graphical Data Presentation
  • Interaction Tracking
  • Internal Chat Integration
  • Kanban Board
  • Lead Capture
  • Lead Distribution
  • Lead Generation
  • Lead Management
  • Lead Nurturing
  • Lead Qualification
  • Lead Scoring
  • Lead Segmentation
  • Marketing Automation
  • Mobile Access
  • Mobile App
  • Modeling & Simulation
  • Monitoring
  • Multi-Currency
  • Notes Management
  • Offline Access
  • Opportunity Management
  • Percent-Complete Tracking
  • Performance Metrics
  • Pipeline Management
  • Pipeline Reports
  • Prioritization
  • Process/Workflow Automation
  • Productivity Tools
  • Project Planning
  • Project Planning/Scheduling
  • Project Templates
  • Project Tracking
  • Proposal Generation
  • Prospecting Tools
  • Quotes/Estimates
  • Real-Time Analytics
  • Real-Time Data
  • Real-Time Notifications
  • Real-Time Reporting
  • Real-Time Updates
  • Recurring Tasks
  • Referral Tracking
  • Reminders
  • Reporting & Statistics
  • Reporting/Analytics
  • Reporting/Project Tracking
  • Role-Based Permissions
  • Sales Activity Management
  • Sales Forecasting
  • Sales Pipeline Management
  • Sales Reports
  • Sales Trend Analysis
  • Search/Filter
  • Segmentation
  • Shared Contacts
  • Single Sign On
  • Source Tracking
  • Statistical Analysis
  • Tagging
  • Task Board View
  • Task Editing
  • Task Management
  • Task Progress Tracking
  • Task Scheduling
  • Task Tagging
  • Template Management
  • Templates
  • Territory Management
  • Third-Party Integration
  • Third-Party Integrations
  • To-Do List
  • Visual Analytics
  • Web Forms
  • Web-based Deployment
  • Workflow Management

Total features 15

  • API
  • Access Controls/Permissions
  • Activity Dashboard
  • Activity Tracking
  • Activity/News Feed
  • Alerts/Notifications
  • Appointment Scheduling
  • Assignment Management
  • Batch Processing
  • Budgeting/Forecasting
  • Business Card/Badge Scanning
  • CRM
  • Calendar Sync
  • Calendar/Reminder System
  • Campaign Management
  • Charting
  • Collaboration Tools
  • Commenting/Notes
  • Commission Management
  • Configurable Workflow
  • Contact Database
  • Contact Management
  • Contract/License Management
  • Customer Database
  • Customer Engagement
  • Customer Segmentation
  • Customer Support
  • Customizable Branding
  • Customizable Fields
  • Customizable Reports
  • Customizable Templates
  • Dashboard
  • Dashboard Creation
  • Data Import/Export
  • Data Visualization
  • Deal Management
  • Document Management
  • Document Storage
  • Drag & Drop
  • Dynamic Modeling
  • Email Management
  • Email Marketing
  • Email Templates
  • Email 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
  • Goal Setting/Tracking
  • Graphical Data Presentation
  • Interaction Tracking
  • Internal Chat Integration
  • Kanban Board
  • Lead Capture
  • Lead Distribution
  • Lead Generation
  • Lead Management
  • Lead Nurturing
  • Lead Qualification
  • Lead Scoring
  • Lead Segmentation
  • Marketing Automation
  • Mobile Access
  • Mobile App
  • Modeling & Simulation
  • Monitoring
  • Multi-Currency
  • Notes Management
  • Offline Access
  • Opportunity Management
  • Percent-Complete Tracking
  • Performance Metrics
  • Pipeline Management
  • Pipeline Reports
  • Prioritization
  • Process/Workflow Automation
  • Productivity Tools
  • Project Planning
  • Project Planning/Scheduling
  • Project Templates
  • Project Tracking
  • Proposal Generation
  • Prospecting Tools
  • Quotes/Estimates
  • Real-Time Analytics
  • Real-Time Data
  • Real-Time Notifications
  • Real-Time Reporting
  • Real-Time Updates
  • Recurring Tasks
  • Referral Tracking
  • Reminders
  • Reporting & Statistics
  • Reporting/Analytics
  • Reporting/Project Tracking
  • Role-Based Permissions
  • Sales Activity Management
  • Sales Forecasting
  • Sales Pipeline Management
  • Sales Reports
  • Sales Trend Analysis
  • Search/Filter
  • Segmentation
  • Shared Contacts
  • Single Sign On
  • Source Tracking
  • Statistical Analysis
  • Tagging
  • Task Board View
  • Task Editing
  • Task Management
  • Task Progress Tracking
  • Task Scheduling
  • Task Tagging
  • Template Management
  • Templates
  • Territory Management
  • Third-Party Integration
  • Third-Party Integrations
  • To-Do List
  • Visual Analytics
  • Web Forms
  • Web-based Deployment
  • Workflow Management
  • 123FormBuilder
  • ActiveCampaign
  • ActiveDEMAND
  • Acuity Scheduling
  • Aircall
  • Airtable
  • Alchemer
  • Any.do
  • AnyMeeting
  • Asana
  • Basecamp
  • Benchmark Email
  • Bidsketch
  • BookingSync
  • Box
  • Brevo
  • CRM Analytics
  • CallRail
  • Campaign Monitor by Marigold
  • Cascade Strategy
  • Chargebee
  • ClickFunnels
  • ClickUp
  • Clio
  • ConnectWise PSA
  • Constant Contact
  • Contactually
  • Cyclr
  • Dasheroo
  • Direct Mail
  • DirectIQ Email Marketing
  • Discord
  • Dotdigital
  • Drip
  • Dropbox Business
  • EZ Texting
  • Emma by Marigold
  • Eventbrite
  • Everhour
  • Evernote Teams
  • FastField
  • Firebase
  • Formidable Forms
  • Formsite
  • Formstack Documents
  • Formstack Forms
  • FreeAgent
  • FreshBooks
  • Freshdesk
  • Front
  • FullContact
  • GetResponse
  • Gmail
  • GoCanvas
  • Google Calendar
  • Google Contacts
  • Google Docs
  • Google Drive
  • Google Forms
  • Google Sheets
  • Google Slides
  • Google Workspace
  • Gravity Forms
  • Groove
  • Help Scout
  • HubSpot CRM
  • Hubstaff
  • Ignition
  • InstaPage
  • Instagram
  • Intercom
  • Jira
  • Jotform
  • Kajabi
  • Kanban Tool
  • Kantata
  • Keap
  • Kixie PowerCall
  • Knack
  • Kustomer
  • Landingi
  • Lead Gen & CRM (formerly SharpSpring)
  • Lead Liaison
  • LinkedIn for Business
  • LiquidPlanner
  • Mad Mimi
  • MailUp
  • Mailchimp
  • MailerLite
  • ManyChat
  • Marketo Engage
  • Membrain
  • Meta for Business
  • Microsoft 365
  • Microsoft OneNote
  • Microsoft Outlook
  • Microsoft Power BI
  • Microsoft Teams
  • Microsoft To Do
  • Miro
  • Mojo Helpdesk
  • MySQL
  • Myphoner
  • Ninja Forms
  • OmniFocus
  • OnceHub
  • OneDrive
  • Operations Hub
  • Outreach
  • PandaDoc
  • Paperform
  • Parserr
  • PayPal
  • PersistIQ
  • Pipedrive
  • Pipefy
  • Podio
  • Process Street
  • Proposable
  • Proposify
  • Pure Chat
  • QuickBooks Online
  • Quotient
  • Recurly
  • Reply
  • RingCentral Contact Center
  • Robly
  • Salesforce Marketing Cloud Account Engagement
  • SendGrid
  • ServiceM8
  • Setmore
  • Shopify
  • Sign In Scheduling
  • Slack
  • Slemma
  • Smartsheet
  • Squarespace
  • Stripe
  • SugarCRM
  • SupportBee
  • SurveyMonkey
  • Teamwork Desk
  • Teamwork.com
  • TimeCamp
  • Todoist
  • Toky
  • Toodledo
  • TractionNext
  • Trello
  • Twilio
  • Twitter/X
  • Typeform
  • Unbounce
  • Venngage
  • WPForms
  • Wave
  • Webflow
  • Wishpond
  • Wix
  • WooCommerce
  • WordPress
  • Wufoo
  • Xero
  • YouCanBook.me
  • Zapier
  • Zendesk Sell
  • Zendesk Suite
  • Zoho Books
  • Zoho CRM
  • Zoho Forms
  • Zoho Invoice
  • Zoom Workplace
  • dotloop
  • mailparser.io
  • monday.com
  • noCRM.io
  • 123FormBuilder
  • ActiveCampaign
  • ActiveDEMAND
  • Acuity Scheduling
  • Aircall
  • Airtable
  • Alchemer
  • Any.do
  • AnyMeeting
  • Asana
  • Basecamp
  • Benchmark Email
  • Bidsketch
  • BookingSync
  • Box
  • Brevo
  • CRM Analytics
  • CallRail
  • Campaign Monitor by Marigold
  • Cascade Strategy
  • Chargebee
  • ClickFunnels
  • ClickUp
  • Clio
  • ConnectWise PSA
  • Constant Contact
  • Contactually
  • Cyclr
  • Dasheroo
  • Direct Mail
  • DirectIQ Email Marketing
  • Discord
  • Dotdigital
  • Drip
  • Dropbox Business
  • EZ Texting
  • Emma by Marigold
  • Eventbrite
  • Everhour
  • Evernote Teams
  • FastField
  • Firebase
  • Formidable Forms
  • Formsite
  • Formstack Documents
  • Formstack Forms
  • FreeAgent
  • FreshBooks
  • Freshdesk
  • Front
  • FullContact
  • GetResponse
  • Gmail
  • GoCanvas
  • Google Calendar
  • Google Contacts
  • Google Docs
  • Google Drive
  • Google Forms
  • Google Sheets
  • Google Slides
  • Google Workspace
  • Gravity Forms
  • Groove
  • Help Scout
  • HubSpot CRM
  • Hubstaff
  • Ignition
  • InstaPage
  • Instagram
  • Intercom
  • Jira
  • Jotform
  • Kajabi
  • Kanban Tool
  • Kantata
  • Keap
  • Kixie PowerCall
  • Knack
  • Kustomer
  • Landingi
  • Lead Gen & CRM (formerly SharpSpring)
  • Lead Liaison
  • LinkedIn for Business
  • LiquidPlanner
  • Mad Mimi
  • MailUp
  • Mailchimp
  • MailerLite
  • ManyChat
  • Marketo Engage
  • Membrain
  • Meta for Business
  • Microsoft 365
  • Microsoft OneNote
  • Microsoft Outlook
  • Microsoft Power BI
  • Microsoft Teams
  • Microsoft To Do
  • Miro
  • Mojo Helpdesk
  • MySQL
  • Myphoner
  • Ninja Forms
  • OmniFocus
  • OnceHub
  • OneDrive
  • Operations Hub
  • Outreach
  • PandaDoc
  • Paperform
  • Parserr
  • PayPal
  • PersistIQ
  • Pipedrive
  • Pipefy
  • Podio
  • Process Street
  • Proposable
  • Proposify
  • Pure Chat
  • QuickBooks Online
  • Quotient
  • Recurly
  • Reply
  • RingCentral Contact Center
  • Robly
  • Salesforce Marketing Cloud Account Engagement
  • SendGrid
  • ServiceM8
  • Setmore
  • Shopify
  • Sign In Scheduling
  • Slack
  • Slemma
  • Smartsheet
  • Squarespace
  • Stripe
  • SugarCRM
  • SupportBee
  • SurveyMonkey
  • Teamwork Desk
  • Teamwork.com
  • TimeCamp
  • Todoist
  • Toky
  • Toodledo
  • TractionNext
  • Trello
  • Twilio
  • Twitter/X
  • Typeform
  • Unbounce
  • Venngage
  • WPForms
  • Wave
  • Webflow
  • Wishpond
  • Wix
  • WooCommerce
  • WordPress
  • Wufoo
  • Xero
  • YouCanBook.me
  • Zapier
  • Zendesk Sell
  • Zendesk Suite
  • Zoho Books
  • Zoho CRM
  • Zoho Forms
  • Zoho Invoice
  • Zoom Workplace
  • dotloop
  • mailparser.io
  • monday.com
  • noCRM.io