# Compare OpenCRM vs Insightly 2026 | Capterra

> Unsure of what to choose? Check Capterra to compare OpenCRM and Insightly based on pricing, features, product details, and verified reviews.

Source: https://www.capterra.com/compare/129881-130671/OpenCRM-vs-Insightly

---

# OpenCRM vs Insightly Features and Cost Comparison

Last updated March 13th, 2026

Provider data verified by our Software Research team, and reviews  
moderated by our Reviews Verification team.[Learn more](https://www.capterra.com/our-story/)

Your comparison:

OpenCRMInsightly2/4 selected

[OpenCRM](https://www.capterra.com/p/129881/OpenCRM/)[4.6 (294)](https://www.capterra.com/p/129881/OpenCRM/reviews/)

[Insightly](https://www.capterra.com/p/130671/Insightly/)[4.0 (654)](https://www.capterra.com/p/130671/Insightly/reviews/)

[## OpenCRM](https://www.capterra.com/p/129881/OpenCRM/)[4.6 (294)](https://www.capterra.com/p/129881/OpenCRM/reviews/)

Starting Price

£39.00/month

Value-for-Money

4.6

Functionality

4.4

Ease of Use

4.4

Customer Service

4.7

Reviews Sentiment

Based on [294 reviews](#user-reviews)

Positive

275

Neutral

18

Negative

1

[## Insightly](https://www.capterra.com/p/130671/Insightly/)[4.0 (654)](https://www.capterra.com/p/130671/Insightly/reviews/)

Starting Price

$29.00/month

Value-for-Money

4

Functionality

3.9

Ease of Use

4

Customer Service

3.8

Reviews Sentiment

Based on [654 reviews](#user-reviews)

Positive

518

Neutral

86

Negative

50

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What’s your intended use case?

## Summary

* * *

Key features rated by users

Features selected based on 17,542 reviews from crm software users.  
about the Fit Score methodology.

Fit Score methodology

Our Fit Score reflects how reviewers rate a product’s performance against a set of features reviewers rate as most important. A higher score indicates the product is rated better in delivering what reviewers most care about.

  

If the Fit Score is not shown for a specific product, that only means there are currently not enough relevant data points to develop a meaningful score. It does not indicate that the product should be excluded from further evaluation. Best for Methodology

81%Fit

High performer

Feature ratings

Data Security

5.0

Contact Management

4.5

Lead Management

4.2

Sales Pipeline Management

4.2

Activity Dashboard

4.6

71%Fit

Missing features

Feature ratings

Data Security

NA

Contact Management

4.4

Lead Management

4.2

Sales Pipeline Management

4.1

Activity Dashboard

5.0

User satisfaction

User satisfaction

4.6

User reviews[294](https://www.capterra.com/p/129881/OpenCRM/reviews/)

Ease of use

4.4

Functionality

4.4

Value for money

4.6

Customer support

4.7

User satisfaction

4.0

User reviews[654](https://www.capterra.com/p/130671/Insightly/reviews/)

Ease of use

4.0

Functionality

3.9

Value for money

4.0

Customer support

3.8

Price starts from

Price starts from

£39Per User, Per Month

-   Free version
-   Free trial

Price starts from

$29Per User, Per Month

-   Free version
-   Free trial

Best for

Best for

Mid market businesses. Companies that want to manage their sales, grow the business, better manage customers and prospects and make more profit - plus a lot more.

Best for

Fast-growing businesses in every vertical who want a cloud-based, powerful, affordable, scalable CRM.

## User reviews

Pros & cons

MB

Melene B.

Operations Administrations

> "that i can write all my notes and when i am about to call a client i can review my notes and refresh my memory,..."

[See full review](https://www.capterra.com/p/129881/OpenCRM/#Capterra___6827583)

JM

John M.

account manager

> "How I cannot load a new customers full name and information in one go, I have to put the customer name onto the..."

[See full review](https://www.capterra.com/p/129881/OpenCRM/#Capterra___6329938)

SL

Sarah L.

Regional Sales Manager

> "It is a system that can grow with a company, unlocking new modules and customisations as it is adopted and..."

[See full review](https://www.capterra.com/p/129881/OpenCRM/#Capterra___6331737)

DD

Delin D.

Social Worker

> "It takes several more functions to record case notes, accessing emails and responding to these is very clunky with..."

[See full review](https://www.capterra.com/p/129881/OpenCRM/#Capterra___6340870)

VR

Verified Reviewer

Customer Success Executive

> "Great tool for tracking past activity ,scheduling future activity and overall managing client relationships."

[See full review](https://www.capterra.com/p/129881/OpenCRM/#Capterra___6860953)

VR

Verified Reviewer

Regional Sales Manager

> "I find the emailer difficult to use and a little clunky, and also i dont think the email tracking function works..."

[See full review](https://www.capterra.com/p/129881/OpenCRM/#Capterra___6873654)

AI

Alan I.

General Manager

> "Excellent - it levelled up our small business use of CRM and product management for increased sales revenue and..."

[See full review](https://www.capterra.com/p/129881/OpenCRM/#Capterra___6720592)

SR

Samantha R.

Operations Director

> "Sometimes the views need special numbers instead of doing the normal drop downs which can be confusing."

[See full review](https://www.capterra.com/p/129881/OpenCRM/#Capterra___6870628)

SJ

Shanae J.

Customer success Represntative

> "The user friendliness and the pipline management, its good for forecasting and with the ability to move a sale..."

[See full review](https://www.capterra.com/p/129881/OpenCRM/#Capterra___6330187)

PR

Paul R.

Publishing Manager

> "Some functionality difficult on a small screen, though with all our custom options hard to tell whether this is..."

[See full review](https://www.capterra.com/p/129881/OpenCRM/#Capterra___6329868)

CH

Connor H.

IT Technician

> "It’s intuitive, well-organized, and makes managing client data and communication smooth and hassle-free."

[See full review](https://www.capterra.com/p/129881/OpenCRM/#Capterra___6846012)

SP

Shanay P.

finance

> "sometimes when there is a glitch it takes a few days to fix which is inconvenient."

[See full review](https://www.capterra.com/p/129881/OpenCRM/#Capterra___6869434)

OB

Oliver B.

Manager

> "Excellent how all the contacts are stored in one place and connected to each sales order/invoice/purchase order!"

[See full review](https://www.capterra.com/p/129881/OpenCRM/#Capterra___6332948)

KF

Kelly F.

Head of Operations

> "Not having alerts for out of date helpdesk tickets and having to manually check"

[See full review](https://www.capterra.com/p/129881/OpenCRM/#Capterra___6329890)

BB

Brigitte B.

Director

> "They are always supportive to find a solution that fits your business processes. "

[See full review](https://www.capterra.com/p/129881/OpenCRM/#Capterra___7074954)

MG

Michelle G.

AST Practitioner

> "Can be a bit clunky to use cant work from one page have to come out and click back into different areas"

[See full review](https://www.capterra.com/p/129881/OpenCRM/#Capterra___6329980)

TJ

Thomas J.

Head of Assistive Technology Training

> "I am happy with how OpenCRM operates for our business and has allowed for customers to be organised better than..."

[See full review](https://www.capterra.com/p/129881/OpenCRM/#Capterra___6330001)

SJ

Shanae J.

Customer success Represntative

> "The mass email feature, its too limiting and requires too much manual support"

[See full review](https://www.capterra.com/p/129881/OpenCRM/#Capterra___6330187)

MG

Michael G.

Design Engineer

> "Intuitive and simple, the software provides all the necessary functionality and ties together information on..."

[See full review](https://www.capterra.com/p/129881/OpenCRM/#Capterra___6342264)

MB

Mark B.

Business Development Manager

> "It just gets in the way of the drop box below it and you have to wait for it to go back in its slot."

[See full review](https://www.capterra.com/p/129881/OpenCRM/#Capterra___6331468)

VR

Verified Reviewer

Customer Success Executive

> "Helps me stay on top of pipeline and day to day activities."

[See full review](https://www.capterra.com/p/129881/OpenCRM/#Capterra___6860953)

JB

James B.

Interim Project Manager

> "Our project was initially poorly planned due to staff changes and this reflected in a system that wasn't fit for..."

[See full review](https://www.capterra.com/p/129881/OpenCRM/#Capterra___6710167)

SL

Sarah L.

Regional Sales Manager

> "This is a very adaptable system, perfect for tracking opportunities and planning work tasks."

[See full review](https://www.capterra.com/p/129881/OpenCRM/#Capterra___6331737)

SC

Sarah C.

Business Development Manager

> "When i have had refreshers with the team, I've found the pace too fast as I'm not as experienced in navigating..."

[See full review](https://www.capterra.com/p/129881/OpenCRM/#Capterra___6330407)

JL

Josh L.

Manager

> "Very helpful for managing client interactions and staying on top of quoting and project stages."

[See full review](https://www.capterra.com/p/129881/OpenCRM/#Capterra___6330038)

TG

Tom G.

Project Design Manager

> "Not being able to attach multiple files."

[See full review](https://www.capterra.com/p/129881/OpenCRM/#Capterra___6330252)

TH

Tracy H.

Business Development Manager

> "I use it daily, I am an ambassador within the company for it and do the training for any new users"

[See full review](https://www.capterra.com/p/129881/OpenCRM/#Capterra___6329919)

DD

Delin D.

Social Worker

> "Whilst it may be a very good system for some things, it has proved time consuming and clumsy for my type of work"

[See full review](https://www.capterra.com/p/129881/OpenCRM/#Capterra___6340870)

PK

Phil K.

Head of Technical Admin

> "Easy to create contacts, being able to create a purchase order from a sales order."

[See full review](https://www.capterra.com/p/129881/OpenCRM/#Capterra___6329902)

VR

Verified Reviewer

Head of Operations

> "Sometimes it seems to need too many clicks to get back to where I was."

[See full review](https://www.capterra.com/p/129881/OpenCRM/#Capterra___6333210)

CH

Connor H.

IT Technician

> "OpenCRM is a very efficient and reliable system with a clean, easy-to-use interface."

[See full review](https://www.capterra.com/p/129881/OpenCRM/#Capterra___6846012)

VR

Verified Reviewer

Mechanical Contracts Manager

> "Not enough features to show the full capacity of system"

[See full review](https://www.capterra.com/p/129881/OpenCRM/#Capterra___6330558)

TG

Tim G.

Managing Director

> "The system does everything I desired (and more) and will allow us to collate and therefore, use our business..."

[See full review](https://www.capterra.com/p/129881/OpenCRM/#Capterra___6014121)

DH

David H.

PM

> "WYSIWIG email editor can cause formatting problems."

[See full review](https://www.capterra.com/p/129881/OpenCRM/#Capterra___6329869)

AF

Alex F.

BDM

> "It is very customizable and that helps set it up based on user needs"

[See full review](https://www.capterra.com/p/129881/OpenCRM/#Capterra___6329893)

MG

Michael G.

Design Engineer

> "The user interface feels slightly dated."

[See full review](https://www.capterra.com/p/129881/OpenCRM/#Capterra___6342264)

YG

Yvonne G.

Business Development Manager

> "Easy to use and quick to pick up how to use - good features and quote generation to sales order to invoice is good..."

[See full review](https://www.capterra.com/p/129881/OpenCRM/#Capterra___6330834)

DH

David H.

PM

> "UI can sometimes be clunky and not intuitive."

[See full review](https://www.capterra.com/p/129881/OpenCRM/#Capterra___6329869)

BB

Brigitte B.

Director

> "The support is fantastic. "

[See full review](https://www.capterra.com/p/129881/OpenCRM/#Capterra___7074954)

LP

Laura P.

purchase

> "Most of the time crashes and is slow."

[See full review](https://www.capterra.com/p/129881/OpenCRM/#Capterra___6329863)

CD

Christopher D.

Principal Investigator

> "Being able to integrate with Microsoft 365 is huge"

[See full review](https://www.capterra.com/p/129881/OpenCRM/#Capterra___6335843)

AD

Alisha D.

Business Outcomes Co-ordinator

> "Not overly applicable although some of the online help could be better."

[See full review](https://www.capterra.com/p/129881/OpenCRM/#Capterra___6329895)

LB

Leon B.

Service Support Technician

> "Linking assets to Companies is especially useful"

[See full review](https://www.capterra.com/p/129881/OpenCRM/#Capterra___6329953)

LB

Leon B.

Service Support Technician

> "It's hard to find Customer responses in Helpdesk"

[See full review](https://www.capterra.com/p/129881/OpenCRM/#Capterra___6329953)

LP

Laura P.

purchase

> "The details are nice and you can add as much description as you want"

[See full review](https://www.capterra.com/p/129881/OpenCRM/#Capterra___6329863)

MA

Mary A.

Head of Commercial Operations, CT

> "It is very difficult to read the information on OpenCRM."

[See full review](https://www.capterra.com/p/129881/OpenCRM/#Capterra___6337725)

VR

Verified Reviewer

Accounts and Admin Assistant

> "sensitive content hidden\], one of the staff there, is really helpful, answers all questions and showed me some..."

[See full review](https://www.capterra.com/p/129881/OpenCRM/#Capterra___6330234)

SE

Steven E.

Marketing Manager

> "Can be a bit confusing to set up reporting."

[See full review](https://www.capterra.com/p/129881/OpenCRM/#Capterra___6332792)

EM

Emma M.

Service Director

> "Very positive, quick to respond to issues and solutions to ensure the platform works as we need it to."

[See full review](https://www.capterra.com/p/129881/OpenCRM/#Capterra___6330022)

OB

Oliver B.

Manager

> "Also the same problem with payments."

[See full review](https://www.capterra.com/p/129881/OpenCRM/#Capterra___6332948)

TH

Terry H.

Design and Project Manager

> "The layout is easy to navigate, the search bar works really well for my needs."

[See full review](https://www.capterra.com/p/129881/OpenCRM/#Capterra___6342703)

RA

Roxanne A.

Sales Executive

> "Took me a few weeks to get used to the layout."

[See full review](https://www.capterra.com/p/129881/OpenCRM/#Capterra___6329861)

CB

Connor B.

Design Engineer

> "ease of use, ability to attach docs quick, search engine."

[See full review](https://www.capterra.com/p/129881/OpenCRM/#Capterra___6330249)

AS

Alistair S.

Account Director

> "the upload of pages is very slow most days particularly when requesting Opportunitiesbetter marketing..."

[See full review](https://www.capterra.com/p/129881/OpenCRM/#Capterra___4614223)

MB

Mark B.

Business Development Manager

> "It is a relatively fast process to find what you are looking for and well laid out."

[See full review](https://www.capterra.com/p/129881/OpenCRM/#Capterra___6331468)

PK

Phil K.

Head of Technical Admin

> "Not easy to search"

[See full review](https://www.capterra.com/p/129881/OpenCRM/#Capterra___6329902)

Phillip A.

Managing Director

> "The team behind the scenes are excellent, support is on hand immediately to me and my team whenever we need it."

[See full review](https://www.capterra.com/p/129881/OpenCRM/#Capterra___6331405)

JH

James H.

Client Focus Manager

> "when something does update, it can throw the formatting out of the crm layout so notes don't fit as they used to."

[See full review](https://www.capterra.com/p/129881/OpenCRM/#Capterra___4619924)

RE

Ruth E.

Estimator Scheduler

> "The customer service team are always accommodating and help with any issues that arise"

[See full review](https://www.capterra.com/p/129881/OpenCRM/#Capterra___6329904)

JH

Joanne H.

Assistant Office Manager

> "When using Chrome, on occasion, if you press "back" on the webpage, you get a "confirm resubmission" error message..."

[See full review](https://www.capterra.com/p/129881/OpenCRM/#Capterra___4611655)

SM

Shubham M.

Electrical Design Engineer

> "We can access all the quotations easily."

[See full review](https://www.capterra.com/p/129881/OpenCRM/#Capterra___6329883)

BC

Ben C.

Marketing Manager

> "The quoting system is difficult to use at first, and isn't the easiest system to adjust when large amounts of..."

[See full review](https://www.capterra.com/p/129881/OpenCRM/#Capterra___4626530)

GS

Gemma S.

Senior Account Manager

> "It's very visual & straight forward, easy to work & a great tool for working through your own database."

[See full review](https://www.capterra.com/p/129881/OpenCRM/#Capterra___6331446)

JF

Jamie F.

Head of Operations

> "There is no way of bulk editing records which for us as a company does slow us down doing manual tasks."

[See full review](https://www.capterra.com/p/129881/OpenCRM/#Capterra___4626430)

OL

Oliver L.

Sales Manager

> "OpenCRM allows us to easily manage our customer database which we can go into as much detail as we need with..."

[See full review](https://www.capterra.com/p/129881/OpenCRM/#Capterra___4611882)

AK

Andy K.

Head of National Accounts

> "This delay means logging information might be missed whilst we wait for the data to be sent across avoiding double..."

[See full review](https://www.capterra.com/p/129881/OpenCRM/#Capterra___4626610)

SR

Samantha R.

Operations Director

> "Easy and straight forward to use!"

[See full review](https://www.capterra.com/p/129881/OpenCRM/#Capterra___6870628)

JH

Julie H.

Accounts

> "The right pop section/ for the messenger, sometimes this gets in the way, when emails or reminders come through,..."

[See full review](https://www.capterra.com/p/129881/OpenCRM/#Capterra___4609595)

PR

Paul R.

Publishing Manager

> "Highly customisable and responsive."

[See full review](https://www.capterra.com/p/129881/OpenCRM/#Capterra___6329868)

VO

Vickie O.

Sales

> "There is a few fields that I would like to remove, such as the task durations etc but they are easily ignored."

[See full review](https://www.capterra.com/p/129881/OpenCRM/#Capterra___4611226)

KS

Karen S.

Administrative Assistant

> "The reporting function is good"

[See full review](https://www.capterra.com/p/129881/OpenCRM/#Capterra___6313262)

MB

Marc B.

Client Manager

> "The Customer service technical understanding seems to of dropped over the last couple of years. When first using..."

[See full review](https://www.capterra.com/p/129881/OpenCRM/#Capterra___4611277)

SE

Steven E.

Marketing Manager

> "Ease of use is second to none, and the help from their technical team is always quick and 10/10"

[See full review](https://www.capterra.com/p/129881/OpenCRM/#Capterra___6332792)

SA

Sadiqa A.

IT Manager

> "If i don't have the correct link for my organisation it is hard to get to the login page"

[See full review](https://www.capterra.com/p/129881/OpenCRM/#Capterra___4614408)

SH

Suzanne H.

Marketing Manager

> "Support is always available when yo need it."

[See full review](https://www.capterra.com/p/129881/OpenCRM/#Capterra___6333065)

CM

Craig M.

Technical Account Director

> "my experience with Open CRM has been frustrating at times the support has been good but feel it lacks..."

[See full review](https://www.capterra.com/p/129881/OpenCRM/#Capterra___4612386)

NL

Naomi L.

booking and scheduling coordinator

> "one of the better CRM systems i've used -- everything is really straightforward to use and works well."

[See full review](https://www.capterra.com/p/129881/OpenCRM/#Capterra___6329867)

JH

Josh H.

1st Line engineer

> "Not as easy on the eye as other Ticketing systems- When you click back on your browser it breaks the site"

[See full review](https://www.capterra.com/p/129881/OpenCRM/#Capterra___4609240)

BC

Ben C.

Marketing Manager

> "The ability to track progress visually is very useful, especially with the sales pipeline and the ability to know..."

[See full review](https://www.capterra.com/p/129881/OpenCRM/#Capterra___4626530)

GS

Glen S.

Contracts Manager

> "when interigating statistics it lacks levels of filters."

[See full review](https://www.capterra.com/p/129881/OpenCRM/#Capterra___4609260)

[View Reviews](https://www.capterra.com/p/129881/OpenCRM/reviews/)

VR

Verified Reviewer

Founder and Financial Advisor

> "Setting up routine tasks and activity reminders was also straightforward, which made it easier to stay organized and maintain..."

[See full review](https://www.capterra.com/p/130671/Insightly/#Capterra___7063285)

VR

Verified Reviewer

Founder and Financial Advisor

> "The integrations with other applications wasn't as strong as I was looking for at the time."

[See full review](https://www.capterra.com/p/130671/Insightly/#Capterra___7063285)

WA

Wilcox A.

Managing Solicitor

> "We can build functionalities that suites us without spending thousands of dollars with developers,Data can also be connected within..."

[See full review](https://www.capterra.com/p/130671/Insightly/#Capterra___6500256)

JK

Jamie K.

Head of Growth

> "Insightly was being used for various marketing and sales data processing and activation tasks when I joined, and the account was a real..."

[See full review](https://www.capterra.com/p/130671/Insightly/#Capterra___6289050)

VR

Verified Reviewer

Founder and Financial Advisor

> "I liked how simple it was to connect related contacts and keep track of important life events and milestones."

[See full review](https://www.capterra.com/p/130671/Insightly/#Capterra___7063285)

Jake L.

Global Marketing Manager

> "It is lacking in some areas- automation workflows for marketing campaigns, and lead scporing on the entry level offer"

[See full review](https://www.capterra.com/p/130671/Insightly/#Capterra___6241262)

EP

Elizabeth P.

Senior Customer Care Specialist

> "I like the project management, pipelines, and the ability and ease of adding tasks and comments to various objects."

[See full review](https://www.capterra.com/p/130671/Insightly/#Capterra___6324002)

TB

Taylor B.

Director of Design and Engineering

> "Insightly is great a simple every day tasks, but does not handle complexity very well."

[See full review](https://www.capterra.com/p/130671/Insightly/#Capterra___6324057)

NS

Nancy S.

Program Specialist

> "Insightly has helped us to streamline our processes, making our mission easier to manage every day. And the reporting features have..."

[See full review](https://www.capterra.com/p/130671/Insightly/#Capterra___6252465)

JK

Jamie K.

Head of Growth

> "The lack of user management and access customisation means it is too easy to let poor spiral out of control and ruin your data."

[See full review](https://www.capterra.com/p/130671/Insightly/#Capterra___6289050)

MB

Mark B.

Owner Broker

> "Good amount of Task Management Features and strong Team Collaboration features."

[See full review](https://www.capterra.com/p/130671/Insightly/#Capterra___7011870)

WD

Wil D.

Owner and Chief Creative Designer

> "As a solopreneur, I did not like that a lot of the features available didn't seem designed for me and I felt like I was paying for..."

[See full review](https://www.capterra.com/p/130671/Insightly/#Capterra___4996741)

MT

Marek T.

CEO

> "The reporting and analytics capabilities provided valuable insights into my business performance. Although there were limitations in..."

[See full review](https://www.capterra.com/p/130671/Insightly/#Capterra___4809973)

MT

Megan T.

Case Manager

> "App Connect is very expensive."

[See full review](https://www.capterra.com/p/130671/Insightly/#Capterra___6331899)

MB

Mark B.

Owner Broker

> "It offers very good Security, has a fair Value for Money for individuals and teams."

[See full review](https://www.capterra.com/p/130671/Insightly/#Capterra___7011870)

Andrew E.

Managing Director

> "However for some of the tasks we need it for, there are often gaps in the UI and areas where the documentation is severely lacking."

[See full review](https://www.capterra.com/p/130671/Insightly/#Capterra___3744103)

LSA

Liliana Sofia A.

GED

> "With this platform, I can organize and manage all my contacts, leads, and tasks in one place efficiently."

[See full review](https://www.capterra.com/p/130671/Insightly/#Capterra___4934881)

VR

Verified Reviewer

Chief of Staff

> "There are limitations of features based on what product you are using and the cost jumps between products can be up to double the cost."

[See full review](https://www.capterra.com/p/130671/Insightly/#Capterra___4651623)

NS

Nancy S.

Program Specialist

> "We have evolved from the early days of our organization and Insightly has evolved with us. As we learn its capabilities, we continue..."

[See full review](https://www.capterra.com/p/130671/Insightly/#Capterra___6252465)

SR

Scott R.

Sales manager

> "Sometimes finding the right space to put notes becomes a little onerous and can be clunky when trying to find a contact within a..."

[See full review](https://www.capterra.com/p/130671/Insightly/#Capterra___4023235)

AC

Amanda C.

Director of Customer Service

> "Custom modules have their limitations but have worked very well for our business so far."

[See full review](https://www.capterra.com/p/130671/Insightly/#Capterra___6339575)

SC

Shelley C.

National Marketing Manager

> "Having the tiers of product offering based on pricing with limited functionality is disappointing at times especially when it comes to..."

[See full review](https://www.capterra.com/p/130671/Insightly/#Capterra___3979043)

MT

Marek T.

CEO

> "Additionally, the reporting and analytics tools provided valuable insights into my sales pipeline and overall business performance."

[See full review](https://www.capterra.com/p/130671/Insightly/#Capterra___4809973)

David H.

CEO

> "We switched over from Zoho which was universally hated by our sales guys."

[See full review](https://www.capterra.com/p/130671/Insightly/#Capterra___5079007)

MB

Mark B.

Owner Broker

> "Good expensive Customer Support if needed."

[See full review](https://www.capterra.com/p/130671/Insightly/#Capterra___7011870)

Denise W.

Marketing Specialist

> "For some reason, the columns on the Relate and Activity tabs don't remember my saved column width."

[See full review](https://www.capterra.com/p/130671/Insightly/#Capterra___3811544)

LSA

Liliana Sofia A.

GED

> "I love being able to customize the CRM to my needs and follow the entire customer lifecycle from start to finish."

[See full review](https://www.capterra.com/p/130671/Insightly/#Capterra___4934881)

MS

Matthew S.

Head of Client Engagement & Services

> "So I need to select the item from within the report and change the value. But I cant do this quickly from within the report."

[See full review](https://www.capterra.com/p/130671/Insightly/#Capterra___3981056)

Sai R.

Client Project Manager

> "Insightly is an exceptional CRM platform that allows sales, customer success teams to be efficient and collaborative."

[See full review](https://www.capterra.com/p/130671/Insightly/#Capterra___4924601)

RM

Rosalina M.

Executive Assistant/ Freelancer

> "Client care: A few clients generally disapprove of client care, especially around reaction times and the nature of help gave."

[See full review](https://www.capterra.com/p/130671/Insightly/#Capterra___4633742)

MT

Marek T.

CEO

> "The task and project management capabilities were robust, helping me stay organized and collaborate effectively with my team."

[See full review](https://www.capterra.com/p/130671/Insightly/#Capterra___4809973)

PN

Patrick N.

office manager

> "The entire interface and user experience is very poor."

[See full review](https://www.capterra.com/p/130671/Insightly/#Capterra___5039601)

NS

Nancy S.

Program Specialist

> "From the customizable fields to the reporting features, it does everything we need for it to do."

[See full review](https://www.capterra.com/p/130671/Insightly/#Capterra___6252465)

MC

Monique C.

Sales manager

> "It didn’t help improve work flow and it’s hard to organize data"

[See full review](https://www.capterra.com/p/130671/Insightly/#Capterra___3977730)

HB

Hemal B.

CEO

> "I have connected multiple apps, such as QuickBooks Online, Google Drive, Twilio, Slack, and many more."

[See full review](https://www.capterra.com/p/130671/Insightly/#Capterra___4997928)

TA

Taig A.

proposal review

> "it takes a secound to load and there can be issues updating accounts"

[See full review](https://www.capterra.com/p/130671/Insightly/#Capterra___4022522)

NG

Natalie G.

Operations & Training Manager

> "We love Insightly and have solved the major issue of project management as well as integration with Quickbooks so we can have a high..."

[See full review](https://www.capterra.com/p/130671/Insightly/#Capterra___4646099)

MS

Matthew S.

Head of Client Engagement & Services

> "This is a terrible UI and UX for a modern product today that is now significantly behind the the currently expected standard."

[See full review](https://www.capterra.com/p/130671/Insightly/#Capterra___3981056)

RM

Roejan M.

lead gen admin

> "Streamlining communication: Insightly helps to keep all customer interactions, emails, and calls in one central location, which allows..."

[See full review](https://www.capterra.com/p/130671/Insightly/#Capterra___4684943)

SJ

Scott J.

President

> "The tasks, leads, sales pipeline seems cumbersome. "

[See full review](https://www.capterra.com/p/130671/Insightly/#Capterra___4646119)

AM

Alex M.

Media Coordinator

> "I appreciate how Insightly easily allows us to organize large amounts of data, create clearly-readable reports, and allow each..."

[See full review](https://www.capterra.com/p/130671/Insightly/#Capterra___4635518)

VR

Verified Reviewer

Client Lead

> "Relatively expensive"

[See full review](https://www.capterra.com/p/130671/Insightly/#Capterra___6239438)

NH

Natalie H.

Executive Assistant and Founder

> "Really solving the previous bulky way of handover info by email, this software enables us all to see where projects are at, what needs..."

[See full review](https://www.capterra.com/p/130671/Insightly/#Capterra___4180718)

AT

Anupam T.

Salea Executive

> "The software stuck a lot when multiple users use at same time."

[See full review](https://www.capterra.com/p/130671/Insightly/#Capterra___4621711)

LS

Lizzie S.

Client Services Manager

> "We use Insightly to organize our clients data internally, but also have it available to the necessary personnel in our company and..."

[See full review](https://www.capterra.com/p/130671/Insightly/#Capterra___3977762)

EN

Enni N.

communications coordinator

> "The software is a bit pricey compared to other similar services."

[See full review](https://www.capterra.com/p/130671/Insightly/#Capterra___4477342)

DJ

Daniel J.

Accountant

> "I use the free version of the software as we have been a startup accountancy firm and it was the best system we found among quite a few..."

[See full review](https://www.capterra.com/p/130671/Insightly/#Capterra___3824689)

LR

Louisa R.

Admin/Advice

> "The cost to the business - I don't feel as though we use all the features we pay for"

[See full review](https://www.capterra.com/p/130671/Insightly/#Capterra___3982853)

AL

Amber L.

Project Manager

> "Secondly, the customization Insightly allows with the custom objects has really allowed a level of visibility within the company that we..."

[See full review](https://www.capterra.com/p/130671/Insightly/#Capterra___4635537)

SG

Susan G.

Chief Marketing Officer

> "The graphical elements are uninspiring."

[See full review](https://www.capterra.com/p/130671/Insightly/#Capterra___4669547)

MT

Marek T.

CEO

> "The platform provided a user-friendly interface that made it easy to manage and track customer relationships."

[See full review](https://www.capterra.com/p/130671/Insightly/#Capterra___4809973)

MS

Matthew S.

Head of Client Engagement & Services

> "The user interface is very old fashioned and clunky."

[See full review](https://www.capterra.com/p/130671/Insightly/#Capterra___3981056)

RM

Rosalina M.

Executive Assistant/ Freelancer

> "Customization choices: Insightly offers a serious level of customization, permitting organizations to fit the product to meet their..."

[See full review](https://www.capterra.com/p/130671/Insightly/#Capterra___4633742)

VR

Verified Reviewer

Account Manager Assistant

> "I am not able to utilize all of the features of Insightly"

[See full review](https://www.capterra.com/p/130671/Insightly/#Capterra___4023889)

HM

Hanane M.

Freelance

> "Insight features a comprehensive feature set, and is easy to use, making it a popular choice for companies looking to streamline their..."

[See full review](https://www.capterra.com/p/130671/Insightly/#Capterra___6149179)

MX

Mai X.

Proposal review

> "With a lot of tabs, it’s not grouped together"

[See full review](https://www.capterra.com/p/130671/Insightly/#Capterra___4023255)

AW

Adam W.

Data Administrator

> "I use it every day to track individual tasks and projects and its a great way for my manager to keep track of where I am up to"

[See full review](https://www.capterra.com/p/130671/Insightly/#Capterra___4657576)

Austin T.

Manager of Information Systems

> "My company switched from Salesforce to Insightly due to Salesforce's high-pressured sales people and lack of being customer-focused."

[See full review](https://www.capterra.com/p/130671/Insightly/#Capterra___2885969)

JS

Jonathan S.

Executive Director

> "It also manages and tracks our teams progress on projects, events, and programs much better than using spreadsheets or other options we..."

[See full review](https://www.capterra.com/p/130671/Insightly/#Capterra___4046877)

VR

Verified Reviewer

Owner

> "no customer service / expensive for the type of tool"

[See full review](https://www.capterra.com/p/130671/Insightly/#GetApp___4092696)

DC

Divaldo C.

CEO

> "It was one of my first contacts with CRM many years ago, I was delighted to be able to control all contacts centrally."

[See full review](https://www.capterra.com/p/130671/Insightly/#Capterra___4940057)

SC

Sharon C.

Data Analyst

> "could be difficult to get exactly the data I was looking for."

[See full review](https://www.capterra.com/p/130671/Insightly/#Capterra___3978345)

LSA

Liliana Sofia A.

GED

> "The intuitive and easy-to-use interface makes it a breeze to organize and access my contacts, leads, and tasks."

[See full review](https://www.capterra.com/p/130671/Insightly/#Capterra___4934881)

SC

Sharon C.

Data Analyst

> "uploads did not always work as intended."

[See full review](https://www.capterra.com/p/130671/Insightly/#Capterra___3978345)

MT

Marek T.

CEO

> "One of the things I liked most about Insightly was its comprehensive CRM functionality."

[See full review](https://www.capterra.com/p/130671/Insightly/#Capterra___4809973)

NG

Natalie G.

Operations & Training Manager

> "They aren't as easy to use and can be clunky at times."

[See full review](https://www.capterra.com/p/130671/Insightly/#Capterra___4646099)

AM

Alex M.

Media Coordinator

> "Insightly is a great tool for organizations to manage large amounts of data and clearly visualize their progress via reports."

[See full review](https://www.capterra.com/p/130671/Insightly/#Capterra___4635518)

RS

Ross S.

Director of Sales & Marketing

> "Instead, they are add-ons."

[See full review](https://www.capterra.com/p/130671/Insightly/#Capterra___4081600)

Jake L.

Global Marketing Manager

> "At the same time, it is priced quite low at the entry level so may fit your needs!"

[See full review](https://www.capterra.com/p/130671/Insightly/#Capterra___6241262)

VR

Verified Reviewer

Director of Marketing and Business Development

> "I think it is kind of expensive per user."

[See full review](https://www.capterra.com/p/130671/Insightly/#Capterra___3603341)

NS

Nancy S.

Program Specialist

> "We have used Insightly for 8 years now and it has been so user-friendly to build our Program database."

[See full review](https://www.capterra.com/p/130671/Insightly/#Capterra___6252465)

SL

Samantha L.

Office Manager

> "There is no live chat support, which leaves me in a hard position to get the most out of the software."

[See full review](https://www.capterra.com/p/130671/Insightly/#Capterra___2400701)

JS

Jonathan S.

Inside Sales Representative

> "Insightly helps me keep every stage of my project neatly organized, from lead all the way to completion."

[See full review](https://www.capterra.com/p/130671/Insightly/#Capterra___4668551)

VR

Verified Reviewer

Operations Manager

> "Developing tools and processes internally to accommodate for this was less desirable than just moving to a new product."

[See full review](https://www.capterra.com/p/130671/Insightly/#Capterra___2500117)

JL

Jaysen L.

Senior IT Manager

> "For a small to medium sized organization this enables you to focus on your business and not on tons of technical resources to support. "

[See full review](https://www.capterra.com/p/130671/Insightly/#Capterra___3978456)

VR

Verified Reviewer

Director of Marketing

> "Tried twice to ask for support via their email support system - NADA. Called, and got "please use email" and then got hung up on. "

[See full review](https://www.capterra.com/p/130671/Insightly/#GetApp___2603922)

[View Reviews](https://www.capterra.com/p/130671/Insightly/reviews/)

## User interface

[OpenCRM](https://www.capterra.com/p/129881/OpenCRM/)

4.57 (294)

[Insightly](https://www.capterra.com/p/130671/Insightly/)

4.04 (654)

## Connect with a Capterra advisor for a free 15-minute consultation

Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs.

### Features

Do these products fit your needs?

Prioritize real-user-identified key features according to your needs to find your best fit.

\--% Fit

vs

\--% Fit

Activity Dashboard

207

Important

AI Copilot

150

Important

Alerts/Notifications

120

Important

OpenCRM

Top features

34/40

-   Activity Dashboard
-   AI Copilot
-   Alerts/Notifications
-   API
-   Calendar Management
-   Campaign Management
-   Contact Management
-   Customer Journey Mapping
-   Customizable Fields
-   Customizable Reports
-   Data Import/Export
-   Data Security
-   Document Storage
-   Drag & Drop
-   Email Management
-   Email Marketing
-   Email Templates
-   Forecasting
-   Generative AI
-   Interaction Tracking
-   Lead Capture
-   Lead Generation
-   Lead Management
-   Lead Qualification
-   Lead Scoring
-   Marketing Automation
-   Mobile Access
-   Multi-Channel Communication
-   Predictive Analytics
-   Quotes/Estimates
-   Referral Tracking
-   Reminders
-   Reporting/Analytics
-   Sales Pipeline Management
-   Sales Reports
-   Segmentation
-   Task Management
-   Territory Management
-   Third-Party Integrations
-   Workflow Management

[See all features](https://www.capterra.com/p/129881/OpenCRM/#features)

Insightly

33/40

-   Activity Dashboard
-   AI Copilot
-   Alerts/Notifications
-   API
-   Calendar Management
-   Campaign Management
-   Contact Management
-   Customer Journey Mapping
-   Customizable Fields
-   Customizable Reports
-   Data Import/Export
-   Data Security
-   Document Storage
-   Drag & Drop
-   Email Management
-   Email Marketing
-   Email Templates
-   Forecasting
-   Generative AI
-   Interaction Tracking
-   Lead Capture
-   Lead Generation
-   Lead Management
-   Lead Qualification
-   Lead Scoring
-   Marketing Automation
-   Mobile Access
-   Multi-Channel Communication
-   Predictive Analytics
-   Quotes/Estimates
-   Referral Tracking
-   Reminders
-   Reporting/Analytics
-   Sales Pipeline Management
-   Sales Reports
-   Segmentation
-   Task Management
-   Territory Management
-   Third-Party Integrations
-   Workflow Management

[See all features](https://www.capterra.com/p/130671/Insightly/#features)

### Recognition

OpenCRM

Best Value CRMSoftware (2022) 

Insightly is recognized as a top-rated tool in 5 Capterra Shortlist reports

### Deployment & support

OpenCRM

Deployment

-   Cloud, SaaS, Web-Based
-   Desktop Mac
-   Desktop Windows
-   Desktop Linux
-   On-Premise Windows
-   On-Premise Linux
-   Desktop Chromebook
-   Mobile Android
-   Mobile iPhone
-   Mobile iPad

Support

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

Training

-   In Person
-   Live Online
-   Webinars
-   Documentation
-   Videos

Insightly

Deployment

-   Cloud, SaaS, Web-Based
-   Desktop Mac
-   Desktop Windows
-   Desktop Linux
-   On-Premise Windows
-   On-Premise Linux
-   Desktop Chromebook
-   Mobile Android
-   Mobile iPhone
-   Mobile iPad

Support

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

Training

-   In Person
-   Live Online
-   Webinars
-   Documentation
-   Videos

### Company Details

OpenCRM

-   By OpenCRM
-   Located in United Kingdom
-   Founded in 2005

Insightly

-   By Insightly
-   Located in United States
-   Founded in 2010

## Popular Comparisons

[OpenCRM](https://www.capterra.com/p/129881/OpenCRM/)[4.57 (294)](https://www.capterra.com/p/129881/OpenCRM/reviews/)

vs

[HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/)[4.52 (4,458)](https://www.capterra.com/p/152373/HubSpot-CRM/reviews/)

£39/month

Price

$20/month

4.4

Features

4.4

4.4

Ease of Use

4.4

[View full comparison](https://www.capterra.com/compare/129881-152373/OpenCRM-vs-HubSpot-CRM)

[Insightly](https://www.capterra.com/p/130671/Insightly/)[4.04 (654)](https://www.capterra.com/p/130671/Insightly/reviews/)

vs

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$29/month

Price

$25/month

3.9

Features

4.4

4.0

Ease of Use

4.0

[View full comparison](https://www.capterra.com/compare/61368-130671/Salesforce-vs-Insightly)

[OpenCRM](https://www.capterra.com/p/129881/OpenCRM/)[4.57 (294)](https://www.capterra.com/p/129881/OpenCRM/reviews/)

vs

[Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/)[4.40 (18,782)](https://www.capterra.com/p/61368/Salesforce/reviews/)

£39/month

Price

$25/month

4.4

Features

4.4

4.4

Ease of Use

4.0

[View full comparison](https://www.capterra.com/compare/61368-129881/Salesforce-vs-OpenCRM)

[Insightly](https://www.capterra.com/p/130671/Insightly/)[4.04 (654)](https://www.capterra.com/p/130671/Insightly/reviews/)

vs

[HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/)[4.52 (4,458)](https://www.capterra.com/p/152373/HubSpot-CRM/reviews/)

$29/month

Price

$20/month

3.9

Features

4.4

4.0

Ease of Use

4.4

[View full comparison](https://www.capterra.com/compare/130671-152373/Insightly-vs-HubSpot-CRM)

[OpenCRM](https://www.capterra.com/p/129881/OpenCRM/)[4.57 (294)](https://www.capterra.com/p/129881/OpenCRM/reviews/)

vs

[Zoho CRM](https://www.capterra.com/p/155928/Zoho-CRM/)[4.31 (6,973)](https://www.capterra.com/p/155928/Zoho-CRM/reviews/)

£39/month

Price

$14/month

4.4

Features

4.3

4.4

Ease of Use

4.2

[View full comparison](https://www.capterra.com/compare/129881-155928/OpenCRM-vs-Zoho-CRM)

[Insightly](https://www.capterra.com/p/130671/Insightly/)[4.04 (654)](https://www.capterra.com/p/130671/Insightly/reviews/)

vs

[Zoho CRM](https://www.capterra.com/p/155928/Zoho-CRM/)[4.31 (6,973)](https://www.capterra.com/p/155928/Zoho-CRM/reviews/)

$29/month

Price

$14/month

3.9

Features

4.3

4.0

Ease of Use

4.2

[View full comparison](https://www.capterra.com/compare/130671-155928/Insightly-vs-Zoho-CRM)

[OpenCRM](https://www.capterra.com/p/129881/OpenCRM/)[4.57 (294)](https://www.capterra.com/p/129881/OpenCRM/reviews/)

vs

[Bigin by Zoho CRM](https://www.capterra.com/p/204998/Bigin-by-Zoho-CRM/)[4.71 (730)](https://www.capterra.com/p/204998/Bigin-by-Zoho-CRM/reviews/)

£39/month

Price

$7/year

4.4

Features

4.5

4.4

Ease of Use

4.8

[View full comparison](https://www.capterra.com/compare/129881-204998/OpenCRM-vs-Bigin-by-Zoho-CRM)

[Insightly](https://www.capterra.com/p/130671/Insightly/)[4.04 (654)](https://www.capterra.com/p/130671/Insightly/reviews/)

vs

[Bigin by Zoho CRM](https://www.capterra.com/p/204998/Bigin-by-Zoho-CRM/)[4.71 (730)](https://www.capterra.com/p/204998/Bigin-by-Zoho-CRM/reviews/)

$29/month

Price

$7/year

3.9

Features

4.5

4.0

Ease of Use

4.8

[View full comparison](https://www.capterra.com/compare/130671-204998/Insightly-vs-Bigin-by-Zoho-CRM)

[OpenCRM](https://www.capterra.com/p/129881/OpenCRM/)[4.57 (294)](https://www.capterra.com/p/129881/OpenCRM/reviews/)

vs

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£39/month

Price

$250/month

4.4

Features

4.7

4.4

Ease of Use

4.8

[View full comparison](https://www.capterra.com/compare/129881-210630/OpenCRM-vs-Kylas)

[Insightly](https://www.capterra.com/p/130671/Insightly/)[4.04 (654)](https://www.capterra.com/p/130671/Insightly/reviews/)

vs

[Dynamics 365](https://www.capterra.com/p/157279/Dynamics-365/)[4.37 (5,822)](https://www.capterra.com/p/157279/Dynamics-365/reviews/)

$29/month

Price

$50/month

3.9

Features

4.3

4.0

Ease of Use

4.1

[View full comparison](https://www.capterra.com/compare/130671-157279/Insightly-vs-Dynamics-365)

[OpenCRM](https://www.capterra.com/p/129881/OpenCRM/)[4.57 (294)](https://www.capterra.com/p/129881/OpenCRM/reviews/)

vs

[Dynamics 365](https://www.capterra.com/p/157279/Dynamics-365/)[4.37 (5,822)](https://www.capterra.com/p/157279/Dynamics-365/reviews/)

£39/month

Price

$50/month

4.4

Features

4.3

4.4

Ease of Use

4.1

[View full comparison](https://www.capterra.com/compare/129881-157279/OpenCRM-vs-Dynamics-365)

[Insightly](https://www.capterra.com/p/130671/Insightly/)[4.04 (654)](https://www.capterra.com/p/130671/Insightly/reviews/)

vs

[Odoo](https://www.capterra.com/p/135618/Odoo/) [4.20 (1,306)](https://www.capterra.com/p/135618/Odoo/reviews/)

$29/month

Price

$31.1/month

3.9

Features

4.2

4.0

Ease of Use

4.0

[View full comparison](https://www.capterra.com/compare/130671-135618/Insightly-vs-Odoo)