# Compare Insightly vs Odoo  2026 | Capterra

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

Source: https://www.capterra.com/compare/130671-135618/Insightly-vs-Odoo

---

# Odoo vs Insightly Features and Cost Comparison

Last updated July 9th, 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:

Odoo Insightly2/4 selected

[Odoo](https://www.capterra.com/p/135618/Odoo/) [4.2 (1,314)](https://www.capterra.com/p/135618/Odoo/reviews/)

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

[## Odoo](https://www.capterra.com/p/135618/Odoo/)[4.2 (1,314)](https://www.capterra.com/p/135618/Odoo/reviews/)

Starting Price

$31.10/month

Value-for-Money

4.1

Functionality

4.2

Ease of Use

4

Customer Service

3.9

Reviews Sentiment

Based on [1,314 reviews](#user-reviews)

Positive

1,090

Neutral

103

Negative

121

[## 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

## Send this comparison chart to my inbox

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## Summary

* * *

Key features rated by users

Features selected based on 17,855 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

68%Fit

Missing features

Feature ratings

Data Security

NA

Contact Management

4.1

Lead Management

4.1

Sales Pipeline Management

4.0

Activity Dashboard

4.2

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

4.2

User reviews[1,314](https://www.capterra.com/p/135618/Odoo/reviews/)

Ease of use

4.0

Functionality

4.2

Value for money

4.1

Customer support

3.9

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

$31.10Per User, Per Month

-   Free version
-   Free trial

Price starts from

$29Per User, Per Month

-   Free version
-   Free trial

Best for

Best for

Odoo is powerful, flexible open-source software designed for everyone, from individuals running a simple blog to large companies managing a full ERP, adaptable to both SMEs and global corporations.

Best for

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

## User reviews

Pros & cons

PK

Patrick K.

Vice President at JPK and Associates, Inc.

> "The interconnection between applications is flawless: when a sale is validated, the inventory updates automatically, and the invoice is generated in a single click."

[See full review](https://www.capterra.com/p/135618/Odoo/#Capterra___7165878)

KC

Kenneth C.

Vice President

> "On Black Friday, when we were doing our first major use of the system during peak season, the cloud synchronization between the e-commerce frontend and the warehouse logistics..."

[See full review](https://www.capterra.com/p/135618/Odoo/#Capterra___7164034)

Yatra P.

Omni Associate

> "Many features like customization, tasks tracking, multiple integration and automation are available which saves a lot of time."

[See full review](https://www.capterra.com/p/135618/Odoo/#Capterra___7094259)

KC

Kenneth C.

Vice President

> "Odoo essentially blocks you from changing the core coding so if your company has a unique or "weird" way of completing processes then you will need to completely change how your..."

[See full review](https://www.capterra.com/p/135618/Odoo/#Capterra___7164034)

RP

Ryan P.

Lead Designer

> "Instead of piecing together multiple tools, Odoo integrates key business functions in one system which can simplify workflows and reduce tool sprawl."

[See full review](https://www.capterra.com/p/135618/Odoo/#Capterra___7104273)

HD

Hana D.

CEO

> "My Odoo database — which I paid for and which should have been created under my company’s ownership — was created and controlled entirely under ADG’s ( odoo authorised partner)..."

[See full review](https://www.capterra.com/p/135618/Odoo/#Capterra___7044153)

MV

Maya V.

Responsable Territoriale Gironde - Lot et Garonne

> "The software has automated all our manual processes from approval processes control, cash management and work status tracking."

[See full review](https://www.capterra.com/p/135618/Odoo/#Capterra___7169989)

Brian B.

President

> "Over time, however, the platform became increasingly difficult and expensive to maintain and upgrade due to the amount of customization required for real-world business use."

[See full review](https://www.capterra.com/p/135618/Odoo/#Capterra___7148693)

FC

Fujimory C.

Founder

> "Odoo is an all-in-one suite of open-source business applications that integrates a vast range of functions from CRM and e-commerce to accounting, inventory, and human resources into..."

[See full review](https://www.capterra.com/p/135618/Odoo/#Capterra___6883589)

Rick C.

Owner President

> "I was and still am unsure the best way to operate whether setting it up on our own servers or running it on other servers from people running it as a third party service."

[See full review](https://www.capterra.com/p/135618/Odoo/#Capterra___7150042)

Manuel G.

Manager and Software Architect

> "Wonderful ERP, for small and big businesses, great CRM, Sales Management, Invoicing, and a big community around the world."

[See full review](https://www.capterra.com/p/135618/Odoo/#Capterra___7108815)

VR

Verified Reviewer

Digital Marketer

> "Overall, it does the job for our needs, but the steep learning curve, integration issues, and sync issues have made it hard to have a seamless experience"

[See full review](https://www.capterra.com/p/135618/Odoo/#Capterra___7131350)

VT

Vibha T.

seo

> "We especially benefited from the flexibility Odoo gives developers—using it, we’ve even built our own apps like the WooCommerce Connector available on the Prefortune store, which..."

[See full review](https://www.capterra.com/p/135618/Odoo/#Capterra___6861666)

HD

Hana D.

CEO

> "No one should be in this situation waking up to see that the fully paid subscription account with database and pos completly deleted without prior notice and althoug im the admin of..."

[See full review](https://www.capterra.com/p/135618/Odoo/#Capterra___7044153)

DG

Damian G.

CTO

> "I like the way have in odoo is one big ecosystem, which helps a lot for my clients to have all services in one place."

[See full review](https://www.capterra.com/p/135618/Odoo/#Capterra___7120297)

DB

Didier B.

Product Owner

> "Odoo open-source and modular nature brings potential downsides, especially for businesses needing deep customizations, reliable third-party app compatibility, or a system optimized..."

[See full review](https://www.capterra.com/p/135618/Odoo/#Capterra___6573737)

VR

Verified Reviewer

Senior Accountant

> "ODOO System management make your operation shifts more organized , and reach the KPIs goals by fair allocating humans and time."

[See full review](https://www.capterra.com/p/135618/Odoo/#GetApp___7129050)

ES

Eugene S.

Chief Product Officer and Co-Founder

> "Also, the tools used for creating your own custom reports are completely frustrating."

[See full review](https://www.capterra.com/p/135618/Odoo/#Capterra___7124572)

HH

Heather H.

Marketing and Communications Executive

> "All teams work on the same interface, guaranteeing perfect consistency of operational data and optimizing overall business management."

[See full review](https://www.capterra.com/p/135618/Odoo/#Capterra___7177279)

SB

Sander B.

CEO

> "I told him I wanted the free version to see how I liked the software and then I could move my European susidiary on if it all worked out. Once I clicked the link he gave me I could..."

[See full review](https://www.capterra.com/p/135618/Odoo/#Capterra___7007639)

KK

Karanja K.

Managing Partner

> "Odoo has modernised how things used to work from the analogue fashion of having to have skills to create Websites to Digitalisation of Web-creation through one touch of a button."

[See full review](https://www.capterra.com/p/135618/Odoo/#Capterra___6859100)

SD

Sushmita D.

Executive

> "Every meeting and customization session has drained our subscription hours, and we now find ourselves with only 39 out of the original 100 hours remaining—most of which have been..."

[See full review](https://www.capterra.com/p/135618/Odoo/#Capterra___6512212)

Brian B.

President

> "For companies willing to heavily invest in development, it can become deeply integrated into operations, inventory, communications, and accounting."

[See full review](https://www.capterra.com/p/135618/Odoo/#Capterra___7148693)

HH

Heather H.

Marketing and Communications Executive

> "Major version updates regularly bring frustrating technical bugs to customized modules."

[See full review](https://www.capterra.com/p/135618/Odoo/#Capterra___7177279)

ES

Elias S.

Marketing Coordinator

> "I like that Odoo provides a wide range of modules for CRM, finance, and operations, all integrated into one ecosystem."

[See full review](https://www.capterra.com/p/135618/Odoo/#Capterra___7005121)

DG

Damian G.

CTO

> "Also customization can get pricey when you need something outside the standard setup."

[See full review](https://www.capterra.com/p/135618/Odoo/#Capterra___7120297)

NS

Novellynn S.

Founder

> "On top of that, you can create your own apps, integrate your own tools, and truly make the platform work for you and or your clients."

[See full review](https://www.capterra.com/p/135618/Odoo/#Capterra___7025446)

CW

Crispin W.

Director of E-Commerce and Digital Strategy

> "The user interface can feel a bit confusing sometimes, especially when navigating between different apps."

[See full review](https://www.capterra.com/p/135618/Odoo/#Capterra___7172229)

GM

Gustavo M.

Manager

> "The fact that everything is integrated into one system – sales, accounting, inventory, and marketing – really helps make workflows smoother and improves overall visibility into..."

[See full review](https://www.capterra.com/p/135618/Odoo/#Capterra___6548020)

JB

Justin B.

System Specialist

> "no native integration with Wordpress or Webflow making it difficult to track website subscriptions"

[See full review](https://www.capterra.com/p/135618/Odoo/#Capterra___6883702)

MW

Mohammed W.

Adminstraion manager And odoo system admin

> "Odoo has been instrumental in streamlining our manufacturing and customer operations, providing flexibility and control over processes like inventory, accounting, and approvals."

[See full review](https://www.capterra.com/p/135618/Odoo/#Capterra___6544283)

HH

Heather H.

Marketing and Communications Executive

> "Furthermore, subscription costs accelerate quickly as you stack applications and users."

[See full review](https://www.capterra.com/p/135618/Odoo/#Capterra___7177279)

VR

Verified Reviewer

Sales Manager

> "Very user-friendly, the next-gen of ERPs, cost-effective regarding the development, all-in-one software that automates all business processes like CRM, Purchase, Inventory, Sales,..."

[See full review](https://www.capterra.com/p/135618/Odoo/#Capterra___6503028)

BT

Benjamin T.

IT-Systemadministrator

> "also some features feel a bit unfinished or need manual adjustments which is annoying sometimes"

[See full review](https://www.capterra.com/p/135618/Odoo/#Capterra___7133468)

DA

Dan A.

Data Scientist

> "I liked that Odoo provided interaction between the sales and stock modules. When a sale occurred, a delivery order was created and I was also able to track products from within the..."

[See full review](https://www.capterra.com/p/135618/Odoo/#Capterra___6776570)

Brian B.

President

> "Odoo support acknowledged that the mail process was failing/crashing and ultimately escalated the issue because it could not be resolved immediately."

[See full review](https://www.capterra.com/p/135618/Odoo/#Capterra___7148693)

MW

Mohammed W.

Adminstraion manager And odoo system admin

> "Odoo is the best ERP system, offering unmatched flexibility, seamless integration, and powerful modules that streamline all aspects of business operations."

[See full review](https://www.capterra.com/p/135618/Odoo/#Capterra___6544283)

ES

Eugene S.

Chief Product Officer and Co-Founder

> "It has stopped the rest of the team from having to utilize hundreds of spreadsheets that I hate."

[See full review](https://www.capterra.com/p/135618/Odoo/#Capterra___7124572)

DB

Didier B.

Product Owner

> "Its modular approach, open-source nature, user-friendliness, and support make it an attractive choice, particularly for small and mid-sized businesses looking to streamline their..."

[See full review](https://www.capterra.com/p/135618/Odoo/#Capterra___6573737)

VR

Verified Reviewer

Digital Marketer

> "Not ideal for businesses looking for a simple, seamless integrations and CRM management."

[See full review](https://www.capterra.com/p/135618/Odoo/#Capterra___7131350)

HH

Heather H.

Marketing and Communications Executive

> "Being able to start with a single module and activate others as the business grows is a true luxury."

[See full review](https://www.capterra.com/p/135618/Odoo/#Capterra___7177279)

IW

Isla W.

Senior IT Analyst

> "Took a bit to figure out where everything was, and some workflows aren't as intuitive as they could be."

[See full review](https://www.capterra.com/p/135618/Odoo/#Capterra___7163317)

VnC

Verónica C.

Partner

> "It offers many applications. If you manage to integrate all information inside the platform to run your business, can be quite useful."

[See full review](https://www.capterra.com/p/135618/Odoo/#Capterra___7000743)

JB

Justin B.

System Specialist

> "Odoo’s numerous technical issues, poor performance, lack of crucial integrations, and slow support have made it a poor choice for our business."

[See full review](https://www.capterra.com/p/135618/Odoo/#Capterra___6883702)

VR

Verified Reviewer

CEO

> "The overall experience with odoo is great, its opensource and provide all tools that helps the business owner manage their business. but if they update onboarding procedure and UI..."

[See full review](https://www.capterra.com/p/135618/Odoo/#Capterra___6458621)

HD

Hana D.

CEO

> "Data Ownership Violation: Despite paying for a full-year Odoo subscription, my database was never created under my CompanyID."

[See full review](https://www.capterra.com/p/135618/Odoo/#Capterra___7044153)

VR

Verified Reviewer

Digital Marketer

> "It can also scale as businesses grow and there is the option to integrate"

[See full review](https://www.capterra.com/p/135618/Odoo/#Capterra___7131350)

LD

Lisbet D.

Manager

> "The drag and drop is unfortunately less flexible than I experienced with Elementor (e.g. photos can only be posted as 100%, 50% or 25%.) But with a little creativity and..."

[See full review](https://www.capterra.com/p/135618/Odoo/#Capterra___6554597)

SbB

Sébastien B.

Co-founder and manager

> "The flexibility, the number of solutions for SMB and the customer service that ALWAYS solved my issues in less than 48 hours."

[See full review](https://www.capterra.com/p/135618/Odoo/#Capterra___6541930)

BD

Brent D.

Owner

> "The software platform itself may have merit, but the implementation and project management we experienced was unreliable and unprofessional."

[See full review](https://www.capterra.com/p/135618/Odoo/#Capterra___7138065)

CW

Crispin W.

Director of E-Commerce and Digital Strategy

> "It handles our sales pipeline and invoicing pretty smoothly."

[See full review](https://www.capterra.com/p/135618/Odoo/#Capterra___7172229)

VR

Verified Reviewer

Co-Founder

> "I still want to use Odoo because the product itself is strong, but the lack of accountability, transparency, and remedy for a paid service I couldn’t use has left a lasting negative..."

[See full review](https://www.capterra.com/p/135618/Odoo/#Capterra___7005793)

Rick C.

Owner President

> "There are plenty of features across all business elements to run your entire business off Odoo."

[See full review](https://www.capterra.com/p/135618/Odoo/#Capterra___7150042)

Brian B.

President

> "Our biggest issue was billing, support, and operational risk."

[See full review](https://www.capterra.com/p/135618/Odoo/#Capterra___7148693)

Nataliia T.

Buiness Development Manager

> "No need to long customizing, which makes it a good deal for small to medium organisations."

[See full review](https://www.capterra.com/p/135618/Odoo/#Capterra___7115116)

RG

Rahma G.

mechatronics Engineer

> "The only downside I've found with Odoo is the limited variety of design options that include animations and dynamic elements."

[See full review](https://www.capterra.com/p/135618/Odoo/#Capterra___6439524)

Alaa J.

General Manager

> "Odoo keeps up with market trends and requirements by offering regular and consistent updates that ensure compatibility with evolving business needs."

[See full review](https://www.capterra.com/p/135618/Odoo/#Capterra___6617410)

VR

Verified Reviewer

Director

> "The software is difficult to work out and use, documentation is poor..."

[See full review](https://www.capterra.com/p/135618/Odoo/#Capterra___7092335)

JB

Justin B.

System Specialist

> "the only good thing about Odoo is it has a lot of modules even for employees appraisal and recruitment."

[See full review](https://www.capterra.com/p/135618/Odoo/#Capterra___6883702)

SD

Sushmita D.

Executive

> "However, we were shocked to discover later that this substantial amount was only for training and not the full suite of services as promised. Since January 13, 2024, we have yet to..."

[See full review](https://www.capterra.com/p/135618/Odoo/#Capterra___6512212)

NS

Novellynn S.

Founder

> "One icon, one login, everything right there. And the support team is solid; they reach out and help you stay aligned so your business flows effortlessly."

[See full review](https://www.capterra.com/p/135618/Odoo/#Capterra___7025446)

AA

April A.

President

> "I contacted customer support to help me connect my banking account to the application, and it took them three weeks to respond, and their answer didn’t fix it."

[See full review](https://www.capterra.com/p/135618/Odoo/#Capterra___6426885)

BK

Blerta K.

Language Instructor

> "Odoo includes all that and the price-value ratio is reasonable when it comes to a small business."

[See full review](https://www.capterra.com/p/135618/Odoo/#Capterra___7137257)

HM

Henrique M.

business and sales director

> "whatsapp app is too basic and missing features such as loading a video in the social media managment tool."

[See full review](https://www.capterra.com/p/135618/Odoo/#Capterra___6550872)

JF

Joe F.

Associate Professor of Law

> "Odoo has helped us to bring together and unify our students data under one central place making it easy to access them whenever we need to."

[See full review](https://www.capterra.com/p/135618/Odoo/#Capterra___6754768)

VR

Verified Reviewer

Dropshipper

> "Some advanced options are not very clear and sometimes the system feels a bit slow."

[See full review](https://www.capterra.com/p/135618/Odoo/#Capterra___7067764)

PK

Patrick K.

Vice President at JPK and Associates, Inc.

> "The modern interface makes navigation pleasant for my entire team."

[See full review](https://www.capterra.com/p/135618/Odoo/#Capterra___7165878)

JZ

Jon Z.

Owner

> "Yet, when our BSA didn't show up one week and we had to email (there is no way to call your BSA) to find out via auto-reply that he was out of the office, well...there was no..."

[See full review](https://www.capterra.com/p/135618/Odoo/#Capterra___6477466)

EO

Elias O.

Data Engineer

> "The vast amount of customization options, particularly in the open source version. While not everything is quite as straightforward, the ability to program things yourself makes it..."

[See full review](https://www.capterra.com/p/135618/Odoo/#Capterra___6613761)

ES

Elias S.

Marketing Coordinator

> "Some modules lack depth compared to specialized tools, and setup can be tricky without technical knowledge."

[See full review](https://www.capterra.com/p/135618/Odoo/#Capterra___7005121)

JF

Joe F.

Associate Professor of Law

> "It offers quality task automations that has allowed us to streamline our routine tasks by automating them."

[See full review](https://www.capterra.com/p/135618/Odoo/#Capterra___6754768)

AE

Amany E.

Infrastructure Manager

> "Time spent was not aligned with the invoices, so billing for hourly services as straightforward as expected and required corrections."

[See full review](https://www.capterra.com/p/135618/Odoo/#Capterra___6775580)

VT

Vibha T.

seo

> "The modular approach makes it easy to implement what you need, from CRM and inventory to accounting and eCommerce."

[See full review](https://www.capterra.com/p/135618/Odoo/#Capterra___6861666)

AB

Aaron B.

President

> "I hate that I am forced to doing a purchase order, then receive and order and then a vendor bill and then a vendor payment."

[See full review](https://www.capterra.com/p/135618/Odoo/#Capterra___6561207)

AM

Alfonso M.

CEO

> "I have been in the IT industry for over 40 years and have had manage and deploy instances of SAP and Oracle among a few and have find Odoo so far exceeds them by a great marging in..."

[See full review](https://www.capterra.com/p/135618/Odoo/#Capterra___6622811)

BD

Brent D.

Owner

> "For a small business, this kind of prolonged uncertainty is not just frustrating — it's damaging."

[See full review](https://www.capterra.com/p/135618/Odoo/#Capterra___7138065)

SK

Steef K.

Accountant

> "The cooperation with Loic boosted my skills of Odoo system and immedialtely gave me the right benefits for quality and scaleability."

[See full review](https://www.capterra.com/p/135618/Odoo/#Capterra___6436436)

KS

Kamal S.

Financial Controller

> "some report like gain/loss on foreign currency, i see duplication of entries after posting under "management>unrealised currency gain/loss""

[See full review](https://www.capterra.com/p/135618/Odoo/#Capterra___6485582)

EA

Ezalldeen A.

Programmer, application auditor, and accountant

> "It also allows users to install the appropriate sections according to their choice and also provides integration with various systems"

[See full review](https://www.capterra.com/p/135618/Odoo/#Capterra___6521171)

LM

Latrice M.

Ceo

> "They’re just there for show I was charged for a second month when I didn’t even access our program ever since they sent me the message saying that there was nothing wrong with it,..."

[See full review](https://www.capterra.com/p/135618/Odoo/#Capterra___6717754)

[View Reviews](https://www.capterra.com/p/135618/Odoo/reviews/)

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)

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)

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 consistent,..."

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

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)

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)

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)

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

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

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

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)

MB

Mark B.

Owner Broker

> "Good expensive Customer Support if needed."

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

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)

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)

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)

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)

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)

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)

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)

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)

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)

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)

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)

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)

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)

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)

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)

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 department..."

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

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)

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)

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)

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)

MT

Megan T.

Case Manager

> "App Connect is very expensive."

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

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)

SJ

Scott J.

President

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

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

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)

VR

Verified Reviewer

Client Lead

> "Relatively expensive"

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

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)

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)

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)

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)

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)

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)

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)

SG

Susan G.

Chief Marketing Officer

> "The graphical elements are uninspiring."

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

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)

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)

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)

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)

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)

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)

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)

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)

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)

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)

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)

SC

Sharon C.

Data Analyst

> "uploads did not always work as intended."

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

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)

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)

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)

RS

Ross S.

Director of Sales & Marketing

> "Instead, they are add-ons."

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

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)

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)

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)

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 and Business Development

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

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

Shivansh B.

Founder & CEO

> "I frequently need to get data about our partner companies, so I love how simple it is for me to do so and how convenient it is to have..."

[See full review](https://www.capterra.com/p/130671/Insightly/#Capterra___4263331)

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

4.20 (1,314)

[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

Odoo

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/135618/Odoo/#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

No recognitions have been awarded to Odoo

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

### Deployment & support

Odoo

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

Odoo

-   By Odoo
-   Located in United States
-   Founded in 2005

Insightly

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

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Contact vendor for pricing

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Ease of Use

4.3

[View full comparison](https://www.capterra.com/compare/135618-212058/Odoo-vs-QuickBooks-Desktop-Pro)

[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 (5,834)](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)

[Odoo](https://www.capterra.com/p/135618/Odoo/) [4.20 (1,314)](https://www.capterra.com/p/135618/Odoo/reviews/)

vs

[Sage Intacct](https://www.capterra.com/p/76/Intacct/)[4.28 (711)](https://www.capterra.com/p/76/Intacct/reviews/)

$31.1/month

Price

Contact vendor for pricing

4.2

Features

4.2

4.0

Ease of Use

4.2

[View full comparison](https://www.capterra.com/compare/76-135618/Intacct-vs-Odoo)

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

vs

[Kylas Sales CRM](https://www.capterra.com/p/210630/Kylas/)[4.81 (607)](https://www.capterra.com/p/210630/Kylas/reviews/)

$29/month

Price

$250/month

3.9

Features

4.7

4.0

Ease of Use

4.8

[View full comparison](https://www.capterra.com/compare/130671-210630/Insightly-vs-Kylas)