# Compare Insightly vs eWay-CRM 2026 | Capterra

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

Source: https://www.capterra.com/compare/130671-152769/Insightly-vs-eWay-CRM

---

# Insightly vs eWay-CRM Features and Cost Comparison

Last updated April 4th, 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:

InsightlyeWay-CRM2/4 selected

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

[eWay-CRM](https://www.capterra.com/p/152769/eWay-CRM/)[4.5 (822)](https://www.capterra.com/p/152769/eWay-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

[## eWay-CRM](https://www.capterra.com/p/152769/eWay-CRM/)[4.5 (822)](https://www.capterra.com/p/152769/eWay-CRM/reviews/)

Starting Price

$20.00/month

Value-for-Money

4.4

Functionality

4.3

Ease of Use

4.4

Customer Service

4.6

Reviews Sentiment

RC

BB

Based on [822 reviews](#user-reviews)

Positive

762

Neutral

46

Negative

14

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## Summary

* * *

Key features rated by users

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

Fit Score methodology

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

  

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

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

70%Fit

Missing features

Feature ratings

Data Security

NA

Contact Management

4.5

Lead Management

4.4

Sales Pipeline Management

4.2

Activity Dashboard

3.6

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

4.5

User reviews[822](https://www.capterra.com/p/152769/eWay-CRM/reviews/)

Ease of use

4.4

Functionality

4.3

Value for money

4.4

Customer support

4.6

Price starts from

Price starts from

$29Per User, Per Month

-   Free version
-   Free trial

Price starts from

$20Per User, Per Month

-   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 mid-size businesses and services using Outlook and Microsoft 365—construction, consultants, insurers, manufacturers—teams needing integrated CRM for email tracking, quoting, and reporting.

## 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 Broker

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

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

WD

Wil D.

Owner and Chief Creative Designer

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

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

MT

Marek T.

CEO

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

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

MT

Megan T.

Case Manager

> "App Connect is very expensive."

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

MB

Mark B.

Owner Broker

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

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

Andrew E.

Managing Director

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

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

LSA

Liliana Sofia A.

GED

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

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

VR

Verified Reviewer

Chief of Staff

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

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

NS

Nancy S.

Program Specialist

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

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

SR

Scott R.

Sales manager

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

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

AC

Amanda C.

Director of Customer Service

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

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

SC

Shelley C.

National Marketing Manager

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

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

MT

Marek T.

CEO

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

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

David H.

CEO

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

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

MB

Mark B.

Owner Broker

> "Good expensive Customer Support if needed."

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

Denise W.

Marketing Specialist

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

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

LSA

Liliana Sofia A.

GED

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

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

MS

Matthew S.

Head of Client Engagement & Services

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

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

Sai R.

Client Project Manager

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

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

RM

Rosalina M.

Executive Assistant/ Freelancer

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

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

MT

Marek T.

CEO

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

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

PN

Patrick N.

office manager

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

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

NS

Nancy S.

Program Specialist

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

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

MC

Monique C.

Sales manager

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

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

HB

Hemal B.

CEO

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

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

TA

Taig A.

proposal review

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

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

NG

Natalie G.

Operations & Training Manager

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

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

MS

Matthew S.

Head of Client Engagement & Services

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

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

RM

Roejan M.

lead gen admin

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

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

SJ

Scott J.

President

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

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

AM

Alex M.

Media Coordinator

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

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

VR

Verified Reviewer

Client Lead

> "Relatively expensive"

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

NH

Natalie H.

Executive Assistant and Founder

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

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

AT

Anupam T.

Salea Executive

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

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

LS

Lizzie S.

Client Services Manager

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

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

EN

Enni N.

communications coordinator

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

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

DJ

Daniel J.

Accountant

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

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

LR

Louisa R.

Admin/Advice

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

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

AL

Amber L.

Project Manager

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

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

SG

Susan G.

Chief Marketing Officer

> "The graphical elements are uninspiring."

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

MT

Marek T.

CEO

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

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

MS

Matthew S.

Head of Client Engagement & Services

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

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

RM

Rosalina M.

Executive Assistant/ Freelancer

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

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

VR

Verified Reviewer

Account Manager Assistant

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

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

HM

Hanane M.

Freelance

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

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

MX

Mai X.

Proposal review

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

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

AW

Adam W.

Data Administrator

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

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

Austin T.

Manager of Information Systems

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

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

JS

Jonathan S.

Executive Director

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

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

VR

Verified Reviewer

Owner

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

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

DC

Divaldo C.

CEO

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

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

SC

Sharon C.

Data Analyst

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

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

LSA

Liliana Sofia A.

GED

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

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

SC

Sharon C.

Data Analyst

> "uploads did not always work as intended."

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

MT

Marek T.

CEO

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

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

NG

Natalie G.

Operations & Training Manager

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

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

AM

Alex M.

Media Coordinator

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

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

RS

Ross S.

Director of Sales & Marketing

> "Instead, they are add-ons."

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

Jake L.

Global Marketing Manager

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

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

VR

Verified Reviewer

Director of Marketing and Business Development

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

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

NS

Nancy S.

Program Specialist

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

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

SL

Samantha L.

Office Manager

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

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

JS

Jonathan S.

Inside Sales Representative

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

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

VR

Verified Reviewer

Operations Manager

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

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

JL

Jaysen L.

Senior IT Manager

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

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

VR

Verified Reviewer

Director of Marketing

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

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

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

RC

Radomira C.

Sales Representative

> "It serves as a clever 'external brain' within my Outlook, allowing me to offload my tasks and focus on my work without the constant fear..."

[See full review](https://www.capterra.com/p/152769/eWay-CRM/#Capterra___7114632)

JV

Jan V.

Project manager, technický ředitel

> "I miss the function of creating e.g. an entry from the diary function. When e.g. minutes of a meeting are written in the diary, the..."

[See full review](https://www.capterra.com/p/152769/eWay-CRM/#Capterra___6846634)

BB

Brandon B.

Engineer

> "It is good for project tracking, security and tracking sales and follow-ups. When trained to use it effectively you can enjoy the..."

[See full review](https://www.capterra.com/p/152769/eWay-CRM/#Capterra___7099082)

LL

Lucie L.

Digitazion manager and product development

> "Still, one significant con is that it is not possible to view tabs alongside main project/deal information on the first page, which is..."

[See full review](https://www.capterra.com/p/152769/eWay-CRM/#Capterra___6863284)

AS

Anastasiya S.

Marketing Manager

> "The fact that it is integrated in the Outlook and the latest updates which make it easier to add new contacts directly from the email,..."

[See full review](https://www.capterra.com/p/152769/eWay-CRM/#Capterra___6834960)

BK

Bailey K.

IT Manager

> "Some simple features, like creating folders inside project documents, are still missing."

[See full review](https://www.capterra.com/p/152769/eWay-CRM/#Capterra___7054315)

LR

Lubos R.

CFO

> "It is fully integrated in MS Outlook and has wide reporting possibilities via Power BI."

[See full review](https://www.capterra.com/p/152769/eWay-CRM/#Capterra___7102755)

PC

Petra C.

Operational Director

> "That feature was perfect for tracking time spent on calls, but it’s no longer available."

[See full review](https://www.capterra.com/p/152769/eWay-CRM/#Capterra___7121604)

FK

Flore K.

Compliance Manager

> "The audit trail for emails and tasks makes reviews smoother, and onboarding new users doesn’t take long."

[See full review](https://www.capterra.com/p/152769/eWay-CRM/#Capterra___7055497)

LZ

Lucie Z.

Accounting Consultant

> "Caller identification is missing/limited — it doesn’t reliably show who is calling based on CRM contacts."

[See full review](https://www.capterra.com/p/152769/eWay-CRM/#Capterra___7089631)

GS

Gaurav S.

Business Development Manager

> "Designed for smaller agencies, eWay simplifies facts capture, retrieval and pipeline control even as providing seamless touch sync and..."

[See full review](https://www.capterra.com/p/152769/eWay-CRM/#Capterra___6577646)

RR

Ronel R.

Administration staff

> "Fact that things duplicate themselves likes e-mails and documents in task but also placed on deal or contact while you can not create a..."

[See full review](https://www.capterra.com/p/152769/eWay-CRM/#Capterra___6584448)

TJ

Tomas J.

CEO

> "eWay-CRM is a robust, feature-rich solution with strong Microsoft Outlook integration and high customization, adaptable to diverse..."

[See full review](https://www.capterra.com/p/152769/eWay-CRM/#Capterra___6565257)

VR

Verified Reviewer

Consultant

> "One drawback is that the new version of Outlook does not seem to integrate properly with the system."

[See full review](https://www.capterra.com/p/152769/eWay-CRM/#Capterra___7067504)

DM

Dan M.

President

> "The modules are almost limitless in their customization options which allows us to design module types that perfectly support the most..."

[See full review](https://www.capterra.com/p/152769/eWay-CRM/#Capterra___6518643)

JK

Jana K.

production technician

> "When I want to upload items to a project, it takes a long time and causes the entire eWay system and associated email to freeze."

[See full review](https://www.capterra.com/p/152769/eWay-CRM/#Capterra___6882909)

RN

Renata N.

administrator

> "My favorite feature in Eway is how seamlessly it integrates with other systems and how quickly i can access the information i need."

[See full review](https://www.capterra.com/p/152769/eWay-CRM/#Capterra___7026343)

JP

Jiří P.

CTO

> "It does not seem to be updated and its synchronization does not work reliably."

[See full review](https://www.capterra.com/p/152769/eWay-CRM/#Capterra___7117090)

PP

Petra P.

Account manager

> "Certain notifications and reminders for sending emails or completing tasks are also useful."

[See full review](https://www.capterra.com/p/152769/eWay-CRM/#Capterra___7106084)

VJ

Vlada J.

Owner

> "In addition, when one would be willing to use the old Outlook (why, for God's sake!) and has a modern Copilot+ laptop with AArch64..."

[See full review](https://www.capterra.com/p/152769/eWay-CRM/#Capterra___6584304)

SS

Shivendu S.

Family Advocate

> "It is not additional apps that are required and instead gives impressive features like request tracking and video training which make it..."

[See full review](https://www.capterra.com/p/152769/eWay-CRM/#Capterra___6750711)

MtR

Markéta R.

Executive manager

> "Settup or adjustments of specific data views in the system are quite complicated for ordinary user and I usually have to ask for support."

[See full review](https://www.capterra.com/p/152769/eWay-CRM/#Capterra___7032426)

JnP

Ján P.

Sales manager

> "Seamless Outlook integration, intuitive UI, fast search, and reliable sync across our team each day."

[See full review](https://www.capterra.com/p/152769/eWay-CRM/#Capterra___7009383)

BK

Bailey K.

IT Manager

> "Customization takes time for users who are not technical."

[See full review](https://www.capterra.com/p/152769/eWay-CRM/#Capterra___7054315)

T

Tereza Š.

project manager

> "The only minor issue is slower performance when there are many records in the diary, but everything else is positive."

[See full review](https://www.capterra.com/p/152769/eWay-CRM/#Capterra___7054280)

KnM

Kristýna M.

quality manager

> "Questions are not direct and lack context for further work with the data. And since we are in the Czech Republic, why can't this..."

[See full review](https://www.capterra.com/p/152769/eWay-CRM/#Capterra___7001626)

LZ

Lucie Z.

Accounting Consultant

> "Aside from that, it’s a dependable tool for maintaining shared contact information and context."

[See full review](https://www.capterra.com/p/152769/eWay-CRM/#Capterra___7089631)

TL

Tereza L.

Process Analyst

> "The online version currently lacks some essential features we need."

[See full review](https://www.capterra.com/p/152769/eWay-CRM/#Capterra___7115991)

TL

Tereza L.

Process Analyst

> "Outlook Integration: The native integration with Outlook, a huge plus for our workflow."

[See full review](https://www.capterra.com/p/152769/eWay-CRM/#Capterra___7115991)

PD

Pavel D.

sales

> "the Outlook add-in sometimes takes a while to load, which can be a bit frustrating during busy workdays."

[See full review](https://www.capterra.com/p/152769/eWay-CRM/#Capterra___6832459)

AG

Alexandra G.

KAM

> "It supports productivity and helps streamline routine CRM tasks effectively."

[See full review](https://www.capterra.com/p/152769/eWay-CRM/#Capterra___7114517)

DH

Debbie H.

Business Development Manager

> "Sometimes the Search Companies section can be a bit temperamental which then results in duplicate entries."

[See full review](https://www.capterra.com/p/152769/eWay-CRM/#Capterra___6882819)

DD

Daniel D.

Trader

> "It helps me quickly filter customers based on various criteria."

[See full review](https://www.capterra.com/p/152769/eWay-CRM/#Capterra___7073988)

PP

Petra P.

Account manager

> "Probably the more data there is, the slower it is and the more it freezes."

[See full review](https://www.capterra.com/p/152769/eWay-CRM/#Capterra___7106084)

PV

Phillip V.

Project Coordinator

> "Works well if you are connected to a good stable internet, not too great if you are on the road and using slower Wifi speeds."

[See full review](https://www.capterra.com/p/152769/eWay-CRM/#Capterra___7058099)

P

Patrik Č.

Quality manager and service technician.

> "I wouldn't say I don't like it, but the least convenient thing is that the document templates cannot be edited by the user."

[See full review](https://www.capterra.com/p/152769/eWay-CRM/#Capterra___6832411)

KR

Katerina R.

Senior ELT Consultant

> "It allows to manage work smoothly and handle most tasks without any issues."

[See full review](https://www.capterra.com/p/152769/eWay-CRM/#Capterra___7115121)

ML

Michaela L.

assistant

> "Sometimes templates don't get overwritten correctly."

[See full review](https://www.capterra.com/p/152769/eWay-CRM/#Capterra___7114553)

NP

Nick P.

Sales Director

> "We need to develop the system further, but to date, recording key customer information has improved greatly, we are just starting to..."

[See full review](https://www.capterra.com/p/152769/eWay-CRM/#Capterra___6887450)

MR

Martin R.

Solution Design Engineer

> "UI feels a bit outdated."

[See full review](https://www.capterra.com/p/152769/eWay-CRM/#Capterra___7118588)

AO

Anna O.

Project Manager

> "simplicity of the tool, it´s working really intuitive and it´s scalable, but depend on values and data which you are monitoring."

[See full review](https://www.capterra.com/p/152769/eWay-CRM/#Capterra___7089136)

MR

Martin R.

Solution Design Engineer

> "Cannot be integrated into the new Outlook."

[See full review](https://www.capterra.com/p/152769/eWay-CRM/#Capterra___7118588)

SS

Shubham S.

Data Analyst

> "The automation gear are a first-rate time-saver and the responsive IT help adds to its reliability. While there are occasional minor..."

[See full review](https://www.capterra.com/p/152769/eWay-CRM/#Capterra___6591367)

AK

Adam K.

Business Development Specialist

> "sometimes it feels a bit laggy but not a huge deal."

[See full review](https://www.capterra.com/p/152769/eWay-CRM/#Capterra___7074075)

PC

Petra C.

Operational Director

> "The great thing is that we don’t need to open anything else — we simply arrive at work, open Outlook, and everything is right there in..."

[See full review](https://www.capterra.com/p/152769/eWay-CRM/#Capterra___7121604)

JD

Jan D.

Senior Partner

> "Only available with old Outlook, which does not correspond with the latest approach to IT and customer service."

[See full review](https://www.capterra.com/p/152769/eWay-CRM/#Capterra___7020078)

T

Tomáš Š.

CEO

> "The system is user-friendly, well-integrated with Outlook, and offers many useful features that allow us to manage things independently."

[See full review](https://www.capterra.com/p/152769/eWay-CRM/#Capterra___7022918)

PH

Per H.

Engineer

> "The endless update delays in the middle of something more important and it turns up just as you are about to leave"

[See full review](https://www.capterra.com/p/152769/eWay-CRM/#Capterra___6833638)

DH

Daniel H.

CSO

> "All of this optimizes our internal and external processes and communication within the sales team with minimal effort."

[See full review](https://www.capterra.com/p/152769/eWay-CRM/#Capterra___6826528)

DG

David G.

Account Manager

> "filtering, but that's just my problem that I forget to turn off the last filter :-). And also system quick response."

[See full review](https://www.capterra.com/p/152769/eWay-CRM/#Capterra___6863124)

KiD

Kateřina D.

Sales

> "We don't use all the modules, but I can imagine that if a company used everything connected, offers, orders, marketing, accounting, it..."

[See full review](https://www.capterra.com/p/152769/eWay-CRM/#Capterra___6758201)

J

Jana Ž.

Online Business Expert

> "Our internal system does not align with eWay's rights settings, which limits our ability to use it fully."

[See full review](https://www.capterra.com/p/152769/eWay-CRM/#Capterra___6748223)

I

Irena Š.

Manager of preparation and implementation of orders

> "Easy sharing: emails, contacts and projects can be shared within the team"

[See full review](https://www.capterra.com/p/152769/eWay-CRM/#Capterra___7049908)

DK

Dan K.

CTO

> "Usability of web version is lower than Outlook's plugin, but Outlook plugin limits usage inside Outlook."

[See full review](https://www.capterra.com/p/152769/eWay-CRM/#Capterra___6487611)

LK

Lucky K.

Senior Analyst

> "Implementing eWay-CRM became the excellent choice for our corporation, absolutely transforming our project control and revolutionizing..."

[See full review](https://www.capterra.com/p/152769/eWay-CRM/#Capterra___6565017)

JE

Jan E.

Sales and Business

> "can't insert emails into a project before they are saved for the first time."

[See full review](https://www.capterra.com/p/152769/eWay-CRM/#Capterra___6815128)

DK

Dana K.

Marketing Manager

> "Complex applications makes the work of sales and marketing easier, all data is in one place, available also outside the office."

[See full review](https://www.capterra.com/p/152769/eWay-CRM/#Capterra___6862987)

PC

Petra C.

Operational Director

> "Now it must be entered manually, which is a pity."

[See full review](https://www.capterra.com/p/152769/eWay-CRM/#Capterra___7121604)

JR

Jana R.

Sales Administrative

> "I really appreciate the Outlook integration and the ability to keep all client and project information in one place."

[See full review](https://www.capterra.com/p/152769/eWay-CRM/#Capterra___7036431)

JM

Josef M.

Sales manager

> "Insufficient control over entering duplicate data"

[See full review](https://www.capterra.com/p/152769/eWay-CRM/#Capterra___6836133)

PB

Pierre B.

Scala Developer

> "I store all customer info, meeting notes and tasks in one place, so nothing gets lost and everyone stays on the same page."

[See full review](https://www.capterra.com/p/152769/eWay-CRM/#Capterra___6793874)

JF

Jiří F.

Senior Consultant

> "I also find e-mail management not working as I would expect."

[See full review](https://www.capterra.com/p/152769/eWay-CRM/#Capterra___7117057)

LD

Lenka D.

plant manager

> "The program offers a wide range of features, and I also appreciate the regular updates that reflect current changes."

[See full review](https://www.capterra.com/p/152769/eWay-CRM/#Capterra___7009177)

AR

Adam R.

Application enginer

> "The new visual design is not the best and we are keeping the old one."

[See full review](https://www.capterra.com/p/152769/eWay-CRM/#Capterra___6854287)

JP

Jiří P.

CTO

> "Its integration in to Outlook males it super easy to work with which is its biggest advantage compared to other CRM systems."

[See full review](https://www.capterra.com/p/152769/eWay-CRM/#Capterra___7117090)

KnM

Kristýna M.

quality manager

> "This can be a disadvantage if the program is not sufficiently secure."

[See full review](https://www.capterra.com/p/152769/eWay-CRM/#Capterra___7001626)

MtH

Markéta H.

Marketing Specialist

> "I appreciate the clarity when searching for information and the ability to customize workflows."

[See full review](https://www.capterra.com/p/152769/eWay-CRM/#Capterra___6873576)

JT

Jarka T.

Senior Consultant

> "It's relatively slow, you have to use multiple filters to figure out an information you are looking for... it's not very intuitive and..."

[See full review](https://www.capterra.com/p/152769/eWay-CRM/#Capterra___6489373)

P

Patrik Č.

Quality manager and service technician.

> "Actions associated with transitions between workflow states make my work easier. And certainly the ability to work in the web interface."

[See full review](https://www.capterra.com/p/152769/eWay-CRM/#Capterra___6832411)

JS

Jozef S.

Director

> "Unable to connect Pohoda lists and Eway."

[See full review](https://www.capterra.com/p/152769/eWay-CRM/#Capterra___7020765)

I

Irena Š.

Manager of preparation and implementation of orders

> "eWay-CRM is an intuitive CRM system that will be appreciated by companies working with Outlook."

[See full review](https://www.capterra.com/p/152769/eWay-CRM/#Capterra___7049908)

MR

Martin R.

Solution Design Engineer

> "Dashboard are basic."

[See full review](https://www.capterra.com/p/152769/eWay-CRM/#Capterra___7118588)

RJ

Radka J.

Výrobní firma

> "I like the ability to record notes, save emails and documents, schedule tasks and much more."

[See full review](https://www.capterra.com/p/152769/eWay-CRM/#Capterra___6550779)

TA

Tarannum A.

Sales

> "The setup process for word export templates is normally lengthily , the inability to do display certain clients location on a map or..."

[See full review](https://www.capterra.com/p/152769/eWay-CRM/#Capterra___4934256)

VcM

Václav M.

sales representative

> "I have been using eWay-CRM for several years now, and it's clear that the system is continuously being modernized and aims to simplify..."

[See full review](https://www.capterra.com/p/152769/eWay-CRM/#Capterra___6827344)

RF

Rui F.

Data Analitics

> "Issue with recuring login screen pop up, losing focus of current task."

[See full review](https://www.capterra.com/p/152769/eWay-CRM/#Capterra___6728692)

Z

Zora Š.

Project manager

> "It saves me a lot of time, we can share project information with the whole team and thats exactly what we need"

[See full review](https://www.capterra.com/p/152769/eWay-CRM/#Capterra___6822642)

AV

Agoston V.

Business Development Manager

> "Estimated revenue Column shows "0" result at all business opportunities in the online version."

[See full review](https://www.capterra.com/p/152769/eWay-CRM/#Capterra___6669633)

AK

Adam K.

Business Development Specialist

> "With this it is then quite simple to manage new contacts and clients"

[See full review](https://www.capterra.com/p/152769/eWay-CRM/#Capterra___7074075)

GR

Gretchen R.

Vice President

> "I accidentally deleted a field and restoring it came with an extra support cost, which was frustrating."

[See full review](https://www.capterra.com/p/152769/eWay-CRM/#Capterra___6784055)

[View Reviews](https://www.capterra.com/p/152769/eWay-CRM/reviews/)

## User interface

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

4.04 (654)

[eWay-CRM](https://www.capterra.com/p/152769/eWay-CRM/)

4.47 (822)

## 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)

eWay-CRM

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/152769/eWay-CRM/#features)

### Recognition

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

No recognitions have been awarded to eWay-CRM

### 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

eWay-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

eWay-CRM

-   By eWay System
-   Located in United States
-   Founded in 2008

## 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 (18,782)](https://www.capterra.com/p/61368/Salesforce/reviews/)

$29/month

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4.4

4.0

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[eWay-CRM](https://www.capterra.com/p/152769/eWay-CRM/)[4.47 (822)](https://www.capterra.com/p/152769/eWay-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/)

$20/month

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4.4

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[View full comparison](https://www.capterra.com/compare/152373-152769/HubSpot-CRM-vs-eWay-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

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$20/month

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

[eWay-CRM](https://www.capterra.com/p/152769/eWay-CRM/)[4.47 (822)](https://www.capterra.com/p/152769/eWay-CRM/reviews/)

vs

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

$20/month

Price

$25/month

4.3

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4.4

4.4

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4.0

[View full comparison](https://www.capterra.com/compare/61368-152769/Salesforce-vs-eWay-CRM)

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

vs

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

$29/month

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Features

4.3

4.0

Ease of Use

4.2

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

[eWay-CRM](https://www.capterra.com/p/152769/eWay-CRM/)[4.47 (822)](https://www.capterra.com/p/152769/eWay-CRM/reviews/)

vs

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

$20/month

Price

$14/month

4.3

Features

4.3

4.4

Ease of Use

4.2

[View full comparison](https://www.capterra.com/compare/152769-155928/eWay-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)

[eWay-CRM](https://www.capterra.com/p/152769/eWay-CRM/)[4.47 (822)](https://www.capterra.com/p/152769/eWay-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/)

$20/month

Price

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4.3

Features

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4.4

Ease of Use

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[View full comparison](https://www.capterra.com/compare/152769-204998/eWay-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

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

$29/month

Price

$50/month

3.9

Features

4.3

4.0

Ease of Use

4.1

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

[eWay-CRM](https://www.capterra.com/p/152769/eWay-CRM/)[4.47 (822)](https://www.capterra.com/p/152769/eWay-CRM/reviews/)

vs

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

$20/month

Price

$50/month

4.3

Features

4.3

4.4

Ease of Use

4.1

[View full comparison](https://www.capterra.com/compare/152769-157279/eWay-CRM-vs-Dynamics-365)

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

vs

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

$29/month

Price

$31.1/month

3.9

Features

4.2

4.0

Ease of Use

4.0

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

[eWay-CRM](https://www.capterra.com/p/152769/eWay-CRM/)[4.47 (822)](https://www.capterra.com/p/152769/eWay-CRM/reviews/)

vs

[Pipedrive](https://www.capterra.com/p/132666/Pipedrive/)[4.53 (3,050)](https://www.capterra.com/p/132666/Pipedrive/reviews/)

$20/month

Price

$19/month

4.3

Features

4.3

4.4

Ease of Use

4.5

[View full comparison](https://www.capterra.com/compare/132666-152769/Pipedrive-vs-eWay-CRM)