Insightly
Insightly provides a cloud-based customer relationship management (CRM) and marketing automation platform for small and mid-sized businesses, helping them manage contacts, sales pipelines, projects, and customer communications in a single system. The company generates revenue through subscription-based SaaS plans and related services. Its tools are used across industries to improve sales execution, marketing campaigns, and post-sale project delivery.
- Sales CRM
- Marketing Automation
- Project & Work Management
- Revenue
- $35.0M
- Employees
- 250
- Founded
- 2009
- Headquarters
- San Francisco, United States of America
What 15 Arbolus experts think of Insightly
NPS scores cluster in the 7–10 range, indicating generally positive sentiment; no experts scored below 6. Renewal intent is overwhelmingly positive among influencers and users with more than one year of use, while newer customers or very large enterprises are more cautious. Stickiness is high among mid- and high-spending customers, who report greater operational efficiency and reduced manual work. Key expert feedback highlights usability, unified sales and project management, and value for money, but points to limitations in reporting, deep customization, and advanced automation as primary reservations.Overall Customer Sentiment: Positive
Who reviewed Insightly
- C-Suite 64% (10)
- Director 21% (3)
- Manager 14% (2)
Employer names and spend open in the full report, along with the other 12 customers.
Everything 15 customers told us about Insightly.
Employer names, spend, renewal intent and every written answer behind the numbers on this page.
Sentiment
0 Net Promoter Score, from 15 scored reviews- Promoters 2
- Passives 11
- Detractors 2
Cumulative NPS by month
+0 over 6 months- Dec 8
- Jan 8
- Apr 8
- Jul 8
- Sep 8
- Oct 8
Net Promoter Score across 6 reviews, accumulated up to each month. Category median 18 across 6 companies.
Praised
- Ease of Use and Onboarding
- Workflow Automation Reducing Manual Effort
- Unified Sales and Project Management
- Enhance Advanced Workflow Automation
Criticised
- Competitive Pressure from Advanced CRMs
- Limits in Scalability and Customization
- Price Increases without Added Value
- Integration and Scalability Constraints
What customers say
Renewal intent
Plan to renew 82%Plan to renew, by seniority
- 75% 8 answers
- 100% 2 answers
- 100% 1 answer
- 7.8/10 Average score from customers who will renew
- 8/10 Average score from undecided customers
- 6/10 Average score from customers not renewing
Top alternatives
Most weighed by Insightly customers
Report
More in Workplace & Productivity and Marketing & Advertising
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