# Compare Insightly vs Agile CRM 2026 | Capterra

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

Source: https://www.capterra.com/compare/130671-135148/Insightly-vs-Agile-CRM

---

# Insightly vs Agile CRM 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:

InsightlyAgile CRM2/4 selected

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

[Agile CRM](https://www.capterra.com/p/135148/Agile-CRM/)[4.1 (524)](https://www.capterra.com/p/135148/Agile-CRM/reviews/)

[## 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

[## Agile CRM](https://www.capterra.com/p/135148/Agile-CRM/)[4.1 (524)](https://www.capterra.com/p/135148/Agile-CRM/reviews/)

Starting Price

$8.99

Value-for-Money

4.1

Functionality

4.1

Ease of Use

4

Customer Service

4

Reviews Sentiment

Based on [524 reviews](#user-reviews)

Positive

413

Neutral

62

Negative

49

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## Summary

* * *

Key features rated by users

Features selected based on 17,500 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

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

66%Fit

Missing features

Feature ratings

Data Security

NA

Contact Management

3.9

Lead Management

3.7

Sales Pipeline Management

3.8

Activity Dashboard

4.0

User satisfaction

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

User satisfaction

4.1

User reviews[524](https://www.capterra.com/p/135148/Agile-CRM/reviews/)

Ease of use

4.0

Functionality

4.1

Value for money

4.1

Customer support

4.0

Price starts from

Price starts from

$29Per User, Per Month

-   Free version
-   Free trial

Price starts from

$8.99Per Feature, Not provided by vendor

-   Free version
-   Free trial

Best for

Best for

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

Best for

Small to medium size businesses that require sales, marketing and service automation

## User reviews

Pros & cons

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

> "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

> "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

> "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)

HD

Harley D.

Owner

> "Customizing is limited and navigation sometimes a little clumsy and non intuitive, I wish it contained a split screen for some of the..."

[See full review](https://www.capterra.com/p/130671/Insightly/#SoftwareAdvice___2166085)

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)

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)

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

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)

DR

Dora R.

Application Specialist

> "I like the contact tracking and ability to add appointments and auto emails"

[See full review](https://www.capterra.com/p/130671/Insightly/#Capterra___3977778)

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/)

MS

Muadzam S.

Area Manager

> "It provides solid security and lets our team manage leads, tasks, and collaboration from one easy platform."

[See full review](https://www.capterra.com/p/135148/Agile-CRM/#Capterra___7047889)

FK

Farman K.

Software Developer

> "Many users mention glitches, slowdowns, and other issues with automations or integrations from time to time, which get irritating when..."

[See full review](https://www.capterra.com/p/135148/Agile-CRM/#Capterra___7051973)

MS

Muadzam S.

Area Manager

> "Real-time collaboration and automated workflows boost productivity and make managing multiple locations much easier."

[See full review](https://www.capterra.com/p/135148/Agile-CRM/#Capterra___7047889)

DS

D S.

other

> "Unbelievable response to put garbage data into a CRM as a work around which then negates nearly all the other functionality e.g.,..."

[See full review](https://www.capterra.com/p/135148/Agile-CRM/#Capterra___6141563)

FK

Farman K.

Software Developer

> "This unified view helps teams move faster on opportunities and maintain better relationships without juggling multiple separate tools."

[See full review](https://www.capterra.com/p/135148/Agile-CRM/#Capterra___7051973)

Ana Paula E.

Environmental Consultant

> "It also lacks some functions such as project management, something that certain competencies do have."

[See full review](https://www.capterra.com/p/135148/Agile-CRM/#Capterra___6025702)

AaM

Alfiya ashfaque M.

Software Engineer - QA

> "I have used this for a year and a half and it is pretty good platform to use if you are a sales guy. Since I belong to the engineering..."

[See full review](https://www.capterra.com/p/135148/Agile-CRM/#SoftwareAdvice___6670464)

AL

Aaron L.

President

> "I'm now unable to send even regular text-only emails from our company's gmail account to any yahoo account, regardless of the number..."

[See full review](https://www.capterra.com/p/135148/Agile-CRM/#SoftwareAdvice___3908131)

Marko S.

Administrator

> "All tasks sorted and we actually made profit using it, unparalleled task management being the top feature."

[See full review](https://www.capterra.com/p/135148/Agile-CRM/#Capterra___7022187)

MB

Michael B.

Founder

> "Such a good price for great features and a good UI. But some glitches prevent me from using it any longer."

[See full review](https://www.capterra.com/p/135148/Agile-CRM/#Capterra___6159532)

MB

Mark B.

Owner

> "This CRM offers so many options it can feel a bit overwhelming to use but their customer support were also very helpful."

[See full review](https://www.capterra.com/p/135148/Agile-CRM/#Capterra___7006874)

JD

Jasmine D.

manager

> "you also cannot download your campaigns and have to apistakingly go through and either have a replacement app ready or post everything..."

[See full review](https://www.capterra.com/p/135148/Agile-CRM/#Capterra___3562127)

Gina S.

Process Management Analyst

> "From the mobile application we can manage our email or website marketing without resorting to complex systems, I like the simple..."

[See full review](https://www.capterra.com/p/135148/Agile-CRM/#Capterra___6190614)

MP

Mike P.

President

> "Cannot develop a long-range program without running into the limits on "nodes" per sequence or number of sequences."

[See full review](https://www.capterra.com/p/135148/Agile-CRM/#Capterra___3811955)

VR

Verified Reviewer

IT Recruiter

> "This platform provides an extensive array of functionalities, such as automated email campaigns and customizable dashboards, that..."

[See full review](https://www.capterra.com/p/135148/Agile-CRM/#Capterra___4797526)

ZM

Zandrich M.

CMO/COO

> "Although it would be difficult to find fault with Agile on the surface, Agile CRM lacks integration with a few niche APIs we happen to..."

[See full review](https://www.capterra.com/p/135148/Agile-CRM/#Capterra___3522436)

VR

Verified Reviewer

Assistant Professor Pediatric

> "It offers an intuitive interface, robust customization, advanced reporting, seamless integrations, powerful automation, mobile..."

[See full review](https://www.capterra.com/p/135148/Agile-CRM/#Capterra___4807926)

Minsu K.

CEO

> "The help files and tutorials were of poor quality and were not always maintained up to date with changes in the software's layout, for..."

[See full review](https://www.capterra.com/p/135148/Agile-CRM/#Capterra___4416145)

Caleb T.

Mechanical Engineer

> "I use it every day, and once you get the hang of the workflow, it is pretty helpful."

[See full review](https://www.capterra.com/p/135148/Agile-CRM/#Capterra___7010856)

TJ

Timo J.

marketing expert

> "Also not using it's full potential, seems difficult."

[See full review](https://www.capterra.com/p/135148/Agile-CRM/#Capterra___6040958)

Marko S.

Administrator

> "All thanks to Agile and its features."

[See full review](https://www.capterra.com/p/135148/Agile-CRM/#Capterra___7022187)

JD

Jasmine D.

manager

> "Then when i wanted to cancel they wouldn't call me to cancel (they require a phone call to cancel) and charged me ANOTHER month."

[See full review](https://www.capterra.com/p/135148/Agile-CRM/#Capterra___3562127)

VR

Verified Reviewer

IT Recruiter

> "Agile CRM stands out as a remarkable CRM platform that empowers businesses to efficiently handle customer relationships and sales."

[See full review](https://www.capterra.com/p/135148/Agile-CRM/#Capterra___4797526)

Almodyr B.

Data Analyst

> "The least I like about Agile CRM is that it can be difficult to use for new users and that the interface can be a little confusing."

[See full review](https://www.capterra.com/p/135148/Agile-CRM/#Capterra___4616610)

Marko S.

Administrator

> "Unique and absolutely CRM that we will use a a paid version - yes, it is that great."

[See full review](https://www.capterra.com/p/135148/Agile-CRM/#Capterra___7022187)

JD

Jasmine D.

manager

> "Over the last year the campaigns stopped sending emails and the last 6 months they stopped sending altogether."

[See full review](https://www.capterra.com/p/135148/Agile-CRM/#Capterra___3562127)

PK

Petteri K.

Coach

> "The best thing about Agile CRM is the combination of CRM and marketing features, along with its very competitive pricing."

[See full review](https://www.capterra.com/p/135148/Agile-CRM/#Capterra___6106461)

TJ

Timo J.

marketing expert

> "It was bit difficult to use and to deploy."

[See full review](https://www.capterra.com/p/135148/Agile-CRM/#Capterra___6040958)

VR

Verified Reviewer

HR

> "I can easily customize the CRM to suit my specific needs and workflows, ensuring that I have the most effective tools at my disposal...."

[See full review](https://www.capterra.com/p/135148/Agile-CRM/#Capterra___4790693)

JM

Jack M.

CEO

> "The product not working was bad enough and the inflexible service was the icing on the cake."

[See full review](https://www.capterra.com/p/135148/Agile-CRM/#Capterra___3526044)

Sunitha H.

NATIONAL SCHOOL FEEDING PROGRAM FACILITATOR

> "Its user-friendly design and array of features, such as email marketing, sales automation, customer service, and a mobile app, make it..."

[See full review](https://www.capterra.com/p/135148/Agile-CRM/#Capterra___4622494)

Michael M.

Loan Consultant

> "It can be a bit on the tedious side to customize and set up."

[See full review](https://www.capterra.com/p/135148/Agile-CRM/#Capterra___4382434)

Marko S.

Administrator

> "Customer support is amazing amd"

[See full review](https://www.capterra.com/p/135148/Agile-CRM/#Capterra___7022187)

JD

Jasmine D.

manager

> "They refused to give me any compensation for all the months of their product not working."

[See full review](https://www.capterra.com/p/135148/Agile-CRM/#Capterra___3562127)

CD

Chris D.

Specialist

> "Agile CRM offers powerful automation features, such as lead scoring, email campaigns, and workflow automation."

[See full review](https://www.capterra.com/p/135148/Agile-CRM/#Capterra___4699940)

SW

Sam W.

Marketing Manager

> "Multiple issues with email deliverability."

[See full review](https://www.capterra.com/p/135148/Agile-CRM/#SoftwareAdvice___3584071)

DC

Divaldo C.

CEO

> "I had integrated the agile CRM with facebook and since we had ads running to capture leads, it was spectacular, because the automation..."

[See full review](https://www.capterra.com/p/135148/Agile-CRM/#Capterra___4460808)

SW

Sam W.

Marketing Manager

> "Doesn't deliver on the majority of promises it makes."

[See full review](https://www.capterra.com/p/135148/Agile-CRM/#SoftwareAdvice___3584071)

VR

Verified Reviewer

Tech consultant

> "Our organization relies heavily on Agile CRM for daily operations, as it's utilized across all departments to handle various tasks,..."

[See full review](https://www.capterra.com/p/135148/Agile-CRM/#Capterra___4772551)

CS

Chiara S.

Consulente freelance

> "You buy the solution, you pay a solution and then clicking here and there you just realize you didn't buy the all package because..."

[See full review](https://www.capterra.com/p/135148/Agile-CRM/#Capterra___3207622)

VR

Verified Reviewer

US IT Recruiter

> "The process of setting up an account is simple and hassle-free, and the level of customer support provided is exceptional."

[See full review](https://www.capterra.com/p/135148/Agile-CRM/#Capterra___4799538)

JM

Jack M.

CEO

> "I don't have time to do that I just wanted to cancel the plan."

[See full review](https://www.capterra.com/p/135148/Agile-CRM/#Capterra___3526044)

VR

Verified Reviewer

Assistant Professor Pediatric

> "I am highly impressed with Agile CRM as a comprehensive customer relationship management solution."

[See full review](https://www.capterra.com/p/135148/Agile-CRM/#Capterra___4807926)

SP

Shekhar P.

Digital Marketing

> "Always has server delay issue, did not send emails to contacts just shows email sent in activities."

[See full review](https://www.capterra.com/p/135148/Agile-CRM/#Capterra___3142602)

VR

Verified Reviewer

Senior Software Engineer

> "Moreover, the extensive range of features available is unmatched, and the ability to automate repetitive tasks has been a real..."

[See full review](https://www.capterra.com/p/135148/Agile-CRM/#Capterra___4777654)

Marija Š.

Customer Success Manager

> "Features like bulk actions based on contact name / email, selecting unsubscribed contacts from the campaign reports tab etc. are..."

[See full review](https://www.capterra.com/p/135148/Agile-CRM/#Capterra___2691870)

VR

Verified Reviewer

Senior Software Engineer

> "We can track the work done by every individual easily and also we can micro manage our project."

[See full review](https://www.capterra.com/p/135148/Agile-CRM/#Capterra___4252930)

LM

Lee M.

Managing Partner

> "They blame this on an internal API Key issue - again been weeks on something as simple as resetting your password."

[See full review](https://www.capterra.com/p/135148/Agile-CRM/#Capterra___3282142)

Sunitha H.

NATIONAL SCHOOL FEEDING PROGRAM FACILITATOR

> "I have found it to be a great tool for managing customer relationships, automating marketing tasks and tracking leads."

[See full review](https://www.capterra.com/p/135148/Agile-CRM/#Capterra___4622494)

LM

Lee M.

Managing Partner

> "Used to use heavily (20,000+ contacts) but it'd become such a broken product I wouldn't recommend it to even the smallest of users."

[See full review](https://www.capterra.com/p/135148/Agile-CRM/#Capterra___3282142)

Mohammadd S.

Hr

> "I had a good time working with agile crm For my email marketing and tracking and helped me in my business"

[See full review](https://www.capterra.com/p/135148/Agile-CRM/#Capterra___4786837)

SB

Steven B.

Owner & Manager

> "Lots of lip service but they will ignore customer needs wherever possible, especially when the software stops working for no reason."

[See full review](https://www.capterra.com/p/135148/Agile-CRM/#Capterra___2942799)

Mansur S.

Product Manager

> "Additionally, the lead scoring feature makes it easier to prioritize leads based on their behavior."

[See full review](https://www.capterra.com/p/135148/Agile-CRM/#Capterra___4322827)

EE

Emre E.

CEO

> "After 2 years, I saw 3 unauthorized charges from agilecrm from my credit card."

[See full review](https://www.capterra.com/p/135148/Agile-CRM/#Capterra___3185286)

Sunitha H.

NATIONAL SCHOOL FEEDING PROGRAM FACILITATOR

> "Agile CRM is an ideal CRM for small business owners and professionals looking for an easy-to-use tool to help manage their customer..."

[See full review](https://www.capterra.com/p/135148/Agile-CRM/#Capterra___4622494)

CS

Chiara S.

Consulente freelance

> "There are also so many other bugs not solved from months like the Facebook integration..."

[See full review](https://www.capterra.com/p/135148/Agile-CRM/#Capterra___3207622)

Mansur S.

Product Manager

> "Additionally, it offers a range of pricing plans to suit different business needs."

[See full review](https://www.capterra.com/p/135148/Agile-CRM/#Capterra___4322827)

CS

Chiara S.

Consulente freelance

> "All the flows are compromised by the campaigns not sent."

[See full review](https://www.capterra.com/p/135148/Agile-CRM/#Capterra___3207622)

VR

Verified Reviewer

Senior Software Engineer

> "We can easily track all our project related tasks and all."

[See full review](https://www.capterra.com/p/135148/Agile-CRM/#Capterra___4252930)

AL

Aaron L.

President

> "Setup is confusing."

[See full review](https://www.capterra.com/p/135148/Agile-CRM/#SoftwareAdvice___3908131)

VR

Verified Reviewer

HR

> "The user interface is straightforward and easy to use, making it a breeze to navigate through the platform. But what really impressed..."

[See full review](https://www.capterra.com/p/135148/Agile-CRM/#Capterra___4790693)

MK

Matthew K.

adfdas

> "Frustrating."

[See full review](https://www.capterra.com/p/135148/Agile-CRM/#Capterra___4570972)

LM

Lee M.

Managing Partner

> "Agile CRM at one point was a great reasonably-priced solution for start-ups looking for basic contact management with some campaign..."

[See full review](https://www.capterra.com/p/135148/Agile-CRM/#Capterra___3282142)

AL

Amanda L.

Consultant

> "This is a BIG con! If you are in Australia, prepare for repeat 4am phone calls from their sales team and agents who clearly do not..."

[See full review](https://www.capterra.com/p/135148/Agile-CRM/#Capterra___2802024)

CD

Chris D.

Specialist

> "These features can help businesses save time and increase productivity."

[See full review](https://www.capterra.com/p/135148/Agile-CRM/#Capterra___4699940)

KK

Kimberly K.

Head of Investor Relations

> "Querying on groups of people is inconsistent and inaccurate."

[See full review](https://www.capterra.com/p/135148/Agile-CRM/#SoftwareAdvice___3414495)

VR

Verified Reviewer

Technical Lead

> "We can micro manage tasks using Agile ."

[See full review](https://www.capterra.com/p/135148/Agile-CRM/#Capterra___4262896)

KK

Kimberly K.

Head of Investor Relations

> "I was regularly trying to get customer support to find me answers but they were never able to solve my problem."

[See full review](https://www.capterra.com/p/135148/Agile-CRM/#SoftwareAdvice___3414495)

VR

Verified Reviewer

Technical Lead

> "The main goal of Agile CRM is improve business relationship ."

[See full review](https://www.capterra.com/p/135148/Agile-CRM/#Capterra___4262896)

MS

Maria S.

Co-Founder

> "Support is terrible; email sending is spotty at best."

[See full review](https://www.capterra.com/p/135148/Agile-CRM/#Capterra___3302041)

Michael M.

Loan Consultant

> "the customizations and integrations are fantastic. "

[See full review](https://www.capterra.com/p/135148/Agile-CRM/#Capterra___4382434)

GM

Graham M.

Director

> "So its solid if you want a cheap option but I have just had a terrible time of late."

[See full review](https://www.capterra.com/p/135148/Agile-CRM/#Capterra___3103078)

VR

Verified Reviewer

Senior Software Engineer

> "With minimal amount we can easily maintain our project."

[See full review](https://www.capterra.com/p/135148/Agile-CRM/#Capterra___4252930)

VR

Verified Reviewer

CEO

> "Hopelessly bad - we changed over a year ago and cannot get the payments suspended"

[See full review](https://www.capterra.com/p/135148/Agile-CRM/#Capterra___3349421)

Valor L.

Growth Manager

> "Agile CRM honestly does well, except its ui/ux is not very friendly, and I get lost quite often, and there's lots of tabs and clicking..."

[See full review](https://www.capterra.com/p/135148/Agile-CRM/#Capterra___3290014)

LM

Lee M.

Managing Partner

> "It has no reliability at this point."

[See full review](https://www.capterra.com/p/135148/Agile-CRM/#Capterra___3282142)

VR

Verified Reviewer

CTO

> "I recently switched to agilecrm after trying out several CRMs and I couldn't be happier."

[See full review](https://www.capterra.com/p/135148/Agile-CRM/#Capterra___4512016)

Valor L.

Growth Manager

> "Unfortunately, I just want things simple for my simple brain."

[See full review](https://www.capterra.com/p/135148/Agile-CRM/#Capterra___3290014)

KK

Kimberly K.

Head of Investor Relations

> "From the beginning, Agile was an inflexible tool that I managed to use for the very simple tasks of sending out newsletter and other..."

[See full review](https://www.capterra.com/p/135148/Agile-CRM/#SoftwareAdvice___3414495)

AL

Amanda L.

Consultant

> "I am gobsmacked that a global company with a product of this quality, can't get their timezone planner better organised. "

[See full review](https://www.capterra.com/p/135148/Agile-CRM/#Capterra___2802024)

[View Reviews](https://www.capterra.com/p/135148/Agile-CRM/reviews/)

## User interface

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

4.04 (654)

[Agile CRM](https://www.capterra.com/p/135148/Agile-CRM/)

4.12 (524)

## 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

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)

Agile CRM

Top features

36/40

-   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/135148/Agile-CRM/#features)

### Recognition

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

Agile CRM is recognized as a top-rated tool in 3 Capterra Shortlist reports

### Deployment & support

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

Agile CRM

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

Insightly

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

Agile CRM

-   By Agile CRM
-   Located in India
-   Founded in 2012

## Popular Comparisons

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

vs

[Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/)[4.40 (18,781)](https://www.capterra.com/p/61368/Salesforce/reviews/)

$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)

[Agile CRM](https://www.capterra.com/p/135148/Agile-CRM/)[4.12 (524)](https://www.capterra.com/p/135148/Agile-CRM/reviews/)

vs

[Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/)[4.40 (18,781)](https://www.capterra.com/p/61368/Salesforce/reviews/)

$8.99

Price

$25/month

4.1

Features

4.4

4.0

Ease of Use

4.0

[View full comparison](https://www.capterra.com/compare/61368-135148/Salesforce-vs-Agile-CRM)

[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)

[Agile CRM](https://www.capterra.com/p/135148/Agile-CRM/)[4.12 (524)](https://www.capterra.com/p/135148/Agile-CRM/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/)

$8.99

Price

$20/month

4.1

Features

4.4

4.0

Ease of Use

4.4

[View full comparison](https://www.capterra.com/compare/135148-152373/Agile-CRM-vs-HubSpot-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 (6,972)](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)

[Agile CRM](https://www.capterra.com/p/135148/Agile-CRM/)[4.12 (524)](https://www.capterra.com/p/135148/Agile-CRM/reviews/)

vs

[Zoho CRM](https://www.capterra.com/p/155928/Zoho-CRM/)[4.31 (6,972)](https://www.capterra.com/p/155928/Zoho-CRM/reviews/)

$8.99

Price

$14/month

4.1

Features

4.3

4.0

Ease of Use

4.2

[View full comparison](https://www.capterra.com/compare/135148-155928/Agile-CRM-vs-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)

[Agile CRM](https://www.capterra.com/p/135148/Agile-CRM/)[4.12 (524)](https://www.capterra.com/p/135148/Agile-CRM/reviews/)

vs

[Dynamics 365](https://www.capterra.com/p/157279/Dynamics-365/)[4.37 (5,819)](https://www.capterra.com/p/157279/Dynamics-365/reviews/)

$8.99

Price

$50/month

4.1

Features

4.3

4.0

Ease of Use

4.1

[View full comparison](https://www.capterra.com/compare/135148-157279/Agile-CRM-vs-Dynamics-365)

[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 (5,819)](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)

[Agile CRM](https://www.capterra.com/p/135148/Agile-CRM/)[4.12 (524)](https://www.capterra.com/p/135148/Agile-CRM/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/)

$8.99

Price

$7/year

4.1

Features

4.5

4.0

Ease of Use

4.8

[View full comparison](https://www.capterra.com/compare/135148-204998/Agile-CRM-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

[Odoo](https://www.capterra.com/p/135618/Odoo/) [4.20 (1,304)](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)

[Agile CRM](https://www.capterra.com/p/135148/Agile-CRM/)[4.12 (524)](https://www.capterra.com/p/135148/Agile-CRM/reviews/)

vs

[EngageBay CRM](https://www.capterra.com/p/178819/EngageBay-Marketing/)[4.65 (907)](https://www.capterra.com/p/178819/EngageBay-Marketing/reviews/)

$8.99

Price

$14.99/month

4.1

Features

4.6

4.0

Ease of Use

4.5

[View full comparison](https://www.capterra.com/compare/135148-178819/Agile-CRM-vs-EngageBay-Marketing)