Insightly Review

Insightly will help you track the progress of your team—and business. Here is everything you need to know

Insightly Review

Insightly is an easy-to-use customer relationship management (CRM) system that is purely focused on small-to-mid-range businesses. It will work perfectly for anyone in the mortgage industry. Insightly will help you better connect with your colleagues and clients; it is easy to use, simple to customize, and can scale with your company as it grows.

Insightly is also designed to solve the more common pain points that other general CRMs simply cannot. This Insightly review will look at what mortgage professionals need to know about the software and how it can change the culture of your mortgage business.

Insightly review: What is Insightly?

Insightly is a cloud-based customer relationship management (CRM) tool that can help you and your team collaborate more effectively and work from anywhere in the world. Insightly offers you the ability to streamline numerous tasks and workflows for both sales and marketing teams, plus more general project management systems for mortgage teams.

Insightly also offers mortgage professionals bright, easy-to-read dashboards that you can customize, which allows you to access the data and information you need to instantly understand what you are looking for. It also features some integrations that we will look at a little bit more deeply below.

Insightly will benefit your sales and marketing team, helping you to build stronger working relationships and improving your business intelligence. If you are small to medium sized mortgage business, you can use Insightly to improve your leads, projects, and sales.

Here is a list of what Insightly is best used for:

  • Relationship linking
  • Opportunity management
  • Contact management
  • Email tracking
  • Workflow automation
  • Quote generation
  • Lead management
  • Project management
  • Advanced reporting
  • Mobile CRM app with business card scanning and audio notes
  • More than 40 app integrations, including those in the image below

 insightly review app integrations

What are the features of Insightly?

One of the more important features of Insightly is that it’s cloud-based. For example, your entire mortgage team will be able to access their dashboards and pipelines from anywhere in the world—or anywhere that has an internet connection, without requiring OS or fancy desktop apps.

Insightly is about much more than selling real estate; it helps you improve the overall flow of both small and large projects. Specifically, Insightly offers lead routing, which allows you and your sales team to focus in on red-hot leads. You can send leads to a specific team member during each step of your pipeline.

Not only that, but the colourful and clear design means that your whole team will be aware of the status of every lead. The Insightly dashboard keeps it simple. It also means that each project is easy to visualize from start to finish, making the whole lead-generation process trackable—especially the productive activity timeline. You can easily see the status and history of phone calls, emails, tasks, and meetings.

What are the advantages of using Insightly?

The advantage of using Insightly is that it is a one-stop-shop for mortgage professionals. Its smart routing technology allows you to route the right lead to the right team member at exactly the right time. You can easily track the most critical information such as timeline, emails, phone calls, tasks, and meetings. Beyond that, you can also minimize any downtime and redundancy during each step of your lead generation and follow-up process.

Here is a quick look at some of the advantages of Insightly:

  • Forever free plan for two users
  • Mass emailing included on all plans (limited for lower plans)
  • Manage leads, contacts, projects on any plan
  • Excellent integration with third-party apps
  • Automate workflows, emails, tasks, and reports on top tiers
  • Dashboard customization on two plans
  • Access on web or mobile (cloud-based app)

 Insightly review mobile app

While Insightly focuses on the basics of CRM, it offers unique features that you will not see in other similar tools. For instance, you can use your mobile phone to snap a picture of a business card and the Insightly mobile app will automatically provide you with a lead within the software for you.

Most CRM apps offer automatic dialers or telephone integrations, meaning you can make calls directly from your CRM. All you have to do is press the call button on a contact or lead record and call from your personal computer or mobile phone.

What are the limitations of Insightly?

The limitations of Insightly are its payment and account upgrade/downgrade options. Here is a quick look at the limitations of Insightly:

  • Not very good phone support
  • Workflow automation is only on high-tier plans
  • Free plan is extremely limiting on record limit and storage
  • Built-in dialer and call routing as add-on only

Insightly review: Company overview

Headquarters: San Fransisco, USA

Number of employees: 433

Industry: Computer technology

Revenue: $14 million per year

Key people: Founder and CEO Anthony Smith


  • Salesforce Sales Cloud
  • HubSpot Sales Hub
  • Zoho CRM
  • Pipedrive
  • Freshsales
  • Nutshell
  • Workbooks
  • Zendesk Sell

Is there a free version of Insightly?

Yes. Insightly offers three different account plans, which are as follows:

  • A free plan. Insightly’s free plan is for small businesses with limitations on the number of features, records, and users;
  • Subscription plans. The subscription-based plans offered by Insightly include more features at a cost per user that can be paid each month or each year, for a discounted rate; and
  • A limited-time trial. The Insightly limited-time trial is designed for users to try out the features of their paid plans, minus the commitment.

Can I change Insightly plans?

Yes. For instance, you can sign up for a trial and then change to the free plan, if you do not need the extra space and features. However, if you go beyond any of the limits of the plan you are changing to, you will have to delete any extra records or users first. Because there is no option on the Insightly app to downgrade to the free plan, you will have to contact their support team for help.

If, on the other hand, you want to subscribe to a higher-level plan for some users on your account and a lower-level plan for others on the same account, you may run into trouble. This is because any subscription plan you choose applies to your entire account—and all the users on that account. 

Insightly review: Is this mortgage CRM software right for you?

With nearly 500 employees and a yearly revenue of $14 million, Insightly has become one of the biggest names in the CRM software and service space. Insightly’s software has helped small to medium sized mortgage companies across the world to better connect with their clients. In particular, it is a one-stop-shop for marketing and scheduling.

As customer relationship management software, Insightly has numerous features that can instantly make life easier for a small mortgage business owner. Your choice on whether it will work for your company will come down to how you want to connect with your clients, and if it will integrate easily with other software you have and your own workflows.

Do you have experience using Insightly? Do you think it is an effective tool to connect with your clients? Share your Insightly review in our comments section below.