# Compare Insightly vs Jungo 2026 | Capterra

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

Source: https://www.capterra.com/compare/130671-182058/Insightly-vs-Jungo-Mortgage-CRM

---

# Insightly vs Jungo Features and Cost Comparison

Last updated March 13th, 2026

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

Your comparison:

InsightlyJungo2/4 selected

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

[Jungo](https://www.capterra.com/p/182058/Jungo-Mortgage-CRM/)[4.1 (123)](https://www.capterra.com/p/182058/Jungo-Mortgage-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

[## Jungo](https://www.capterra.com/p/182058/Jungo-Mortgage-CRM/)[4.1 (123)](https://www.capterra.com/p/182058/Jungo-Mortgage-CRM/reviews/)

Starting Price

Contact vendor

Value-for-Money

3.9

Functionality

4

Ease of Use

3.4

Customer Service

3.7

Reviews Sentiment

Based on [123 reviews](#user-reviews)

Positive

98

Neutral

11

Negative

14

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## Summary

* * *

Key features rated by users

Features selected based on 17,267 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

68%Fit

Missing features

Feature ratings

Data Security

NA

Contact Management

4.7

Lead Management

3.8

Sales Pipeline Management

3.8

Activity Dashboard

4.1

User satisfaction

User satisfaction

4.0

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

Ease of use

4.0

Functionality

3.9

Value for money

4.0

Customer support

3.8

User satisfaction

4.1

User reviews[123](https://www.capterra.com/p/182058/Jungo-Mortgage-CRM/reviews/)

Ease of use

3.4

Functionality

4.0

Value for money

3.9

Customer support

3.7

Price starts from

Price starts from

$29Per User, Per Month

-   Free version
-   Free trial

Price starts from

\--

-   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

Jungo is scaled for enterprise volume.

## 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)

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..."

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

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)

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)

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)

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)

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)

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..."

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

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)

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)

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)

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)

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

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

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

VR

Verified Reviewer

Client Lead

> "Relatively expensive"

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

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)

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)

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)

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..."

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

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)

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..."

[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)

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)

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)

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)

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)

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)

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

> "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)

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)

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)

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)

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)

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)

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)

SJ

Scott J.

President

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

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

RM

Roejan M.

lead gen admin

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

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

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)

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)

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)

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..."

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

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)

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)

SG

Susan G.

Chief Marketing Officer

> "The graphical elements are uninspiring."

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

MC

Michele C.

Account Manager and Exec Admin

> "The visual simplicity and the ease of use for end users"

[See full review](https://www.capterra.com/p/130671/Insightly/#Capterra___6252204)

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)

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..."

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

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)

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..."

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

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)

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)

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)

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

Owner

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

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

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..."

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

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)

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)

SC

Sharon C.

Data Analyst

> "uploads did not always work as intended."

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

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..."

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

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)

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)

RS

Ross S.

Director of Sales & Marketing

> "Instead, they are add-ons."

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

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)

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)

MW

Matthew W.

School Support Lead

> "Insighty is super easy to use."

[See full review](https://www.capterra.com/p/130671/Insightly/#Capterra___6268817)

HD

Harley D.

Owner

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

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

JA

Joseph A.

IT Expert

> "This CRM solution has been easy to use and dependable."

[See full review](https://www.capterra.com/p/130671/Insightly/#Capterra___6278249)

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)

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)

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)

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)

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/)

RJ

Rochel J.

Marketing and business development strategist

> "that it is very customizable, intergrades with everything I can possibly need."

[See full review](https://www.capterra.com/p/182058/Jungo-Mortgage-CRM/#Capterra___4821456)

AK

Adam K.

Director of Loan Operations

> "They uploaded my database with information on clients not included as well as a lot of incorrect information."

[See full review](https://www.capterra.com/p/182058/Jungo-Mortgage-CRM/#Capterra___6218886)

TT

Tim T.

MLO

> "Drip campaigns, task setting, Mass e mail capabilities all make it easy to keep connected with clients and referral partners."

[See full review](https://www.capterra.com/p/182058/Jungo-Mortgage-CRM/#Capterra___3868414)

AK

Adam K.

Director of Loan Operations

> "I have issues where birthday emails don't go out automatically."

[See full review](https://www.capterra.com/p/182058/Jungo-Mortgage-CRM/#Capterra___6218886)

JR

Jeremy R.

Mortgage Loan Officer

> "The SMS add on is a feature that brings additional value and functionality in this hyper speed business culture."

[See full review](https://www.capterra.com/p/182058/Jungo-Mortgage-CRM/#Capterra___3835059)

AK

Adam K.

Director of Loan Operations

> "Now I am too nervous to have them take another look because I have spent a month going through one at a time making the..."

[See full review](https://www.capterra.com/p/182058/Jungo-Mortgage-CRM/#Capterra___6218886)

AC

Angelo C.

Broker-Admin

> "Almost unlimited slots to send an email and many templates to use for marketing."

[See full review](https://www.capterra.com/p/182058/Jungo-Mortgage-CRM/#Capterra___3834765)

CG

Carrie G.

Marketing Manager

> "Jungo just created more business problems for us. Once we got the extra systems in place to send out mass text messages there..."

[See full review](https://www.capterra.com/p/182058/Jungo-Mortgage-CRM/#Capterra___3883898)

JL

Jeremy L.

Mortgage Broker

> "Jungo is a wonderful CRM to have as it provides automation, lead tracking, lead follow up, lead management, but it can be..."

[See full review](https://www.capterra.com/p/182058/Jungo-Mortgage-CRM/#Capterra___2954094)

CB

Christopher B.

CEO

> "Zero functionality within the platform."

[See full review](https://www.capterra.com/p/182058/Jungo-Mortgage-CRM/#SoftwareAdvice___6114738)

MA

Mark A.

Loan Officer

> "Support is very good, the system is keeping me on the forefront of my prospects and in line with contact referral sources"

[See full review](https://www.capterra.com/p/182058/Jungo-Mortgage-CRM/#Capterra___3835073)

AH

Andre H.

Loan Officer

> "Very frustrating, i just want to send out emails to borrower and coborrowers and it seems to be either very difficult or..."

[See full review](https://www.capterra.com/p/182058/Jungo-Mortgage-CRM/#Capterra___3845790)

RS

Rachel S.

Transaction Coordinator

> "We greatly appreciate the extent to which we can customize Jungo for exactly what we need. "

[See full review](https://www.capterra.com/p/182058/Jungo-Mortgage-CRM/#Capterra___3845710)

VR

Verified Reviewer

Operations Manager

> "It is a bit pricey and can be hard to customize without programmer assistance to utilize the best features."

[See full review](https://www.capterra.com/p/182058/Jungo-Mortgage-CRM/#Capterra___3845857)

AP

Amanda P.

Relationship Manager

> "It helps us stay in front of our buyers and realtors."

[See full review](https://www.capterra.com/p/182058/Jungo-Mortgage-CRM/#Capterra___3845882)

LR

Liz R.

Mortgage Broker owner

> "you can find them the easiest way, and then there is their help desk, which isn't titled anything helpful at all."

[See full review](https://www.capterra.com/p/182058/Jungo-Mortgage-CRM/#Capterra___3835653)

HB

Heather B.

Transaction Coordinator

> "I really appreciate the ability to see and track our whole pipeline."

[See full review](https://www.capterra.com/p/182058/Jungo-Mortgage-CRM/#Capterra___3845809)

RD

Ryan D.

Mortgage Agent

> "I have a tough time remembering where each and every file is during the process."

[See full review](https://www.capterra.com/p/182058/Jungo-Mortgage-CRM/#Capterra___3835880)

EC

Etan C.

Mortgage Loan Originator

> "Jungo has every feature you can want and the more you learn how to setup the more it can do"

[See full review](https://www.capterra.com/p/182058/Jungo-Mortgage-CRM/#Capterra___3866556)

AK

Adam K.

Director of Loan Operations

> "I have had a terrible experience with Jungo."

[See full review](https://www.capterra.com/p/182058/Jungo-Mortgage-CRM/#Capterra___6218886)

CB

Christopher B.

CEO

> "The idea is great, the vision of the salesman was amazing"

[See full review](https://www.capterra.com/p/182058/Jungo-Mortgage-CRM/#SoftwareAdvice___6114738)

TR

Tammy R.

Loan Officer

> "Unfortunately, I thought the grass mighty be greener at another CRM that my processor uses. "

[See full review](https://www.capterra.com/p/182058/Jungo-Mortgage-CRM/#Capterra___3843162)

TR

Tammy R.

Loan Officer

> "That CRM was so difficult to use I ended up coming back to Jungo recently and am looking to maximize all of the features I..."

[See full review](https://www.capterra.com/p/182058/Jungo-Mortgage-CRM/#Capterra___3843162)

LR

Liz R.

Mortgage Broker owner

> "for weeks i was in a salesforce looop and it was the worst experience with foreign customer service i have ever had."

[See full review](https://www.capterra.com/p/182058/Jungo-Mortgage-CRM/#Capterra___3835653)

SG

Sonjia G.

Pre-Approval Manager

> "Jungo has been great in helping me track leads for our team"

[See full review](https://www.capterra.com/p/182058/Jungo-Mortgage-CRM/#Capterra___3834848)

JB

Jon B.

Manager

> "All features and tasks are riddled with functionality problems."

[See full review](https://www.capterra.com/p/182058/Jungo-Mortgage-CRM/#Capterra___3837633)

MM

Miranda M.

Administrator

> "Extremely customizable, and a lot of available templates. "

[See full review](https://www.capterra.com/p/182058/Jungo-Mortgage-CRM/#Capterra___3837359)

SS

Sharlene S.

mortgage advisor

> "At first, it seemed a bit overwhelming if I had any questions, I did not know what the proper titles are ."

[See full review](https://www.capterra.com/p/182058/Jungo-Mortgage-CRM/#Capterra___3856006)

MM

Miranda M.

Administrator

> "A lot of automation options have saved us a lot of time."

[See full review](https://www.capterra.com/p/182058/Jungo-Mortgage-CRM/#Capterra___3837359)

LM

Lisa M.

Office Manager

> "Trying to run reports is hit and miss with intended results."

[See full review](https://www.capterra.com/p/182058/Jungo-Mortgage-CRM/#Capterra___3845897)

LR

Liz R.

Mortgage Broker owner

> "I like that it helps you organize contacts"

[See full review](https://www.capterra.com/p/182058/Jungo-Mortgage-CRM/#Capterra___3835653)

KT

Kevin T.

President

> "In some instances it is not very user friendly and you need to reach out to the technicians to help you."

[See full review](https://www.capterra.com/p/182058/Jungo-Mortgage-CRM/#Capterra___3855340)

BV

Brenda V.

Loan Partner 1

> "Love the ability to customize"

[See full review](https://www.capterra.com/p/182058/Jungo-Mortgage-CRM/#Capterra___3866231)

JC

Jonas C.

Broker/Owner

> "Too busy and hard to navigate what should be simple tasks"

[See full review](https://www.capterra.com/p/182058/Jungo-Mortgage-CRM/#Capterra___3867196)

JH

Jodi H.

Mortgage Agent

> "I like the templates and being able to track every aspect of the file that I want along with being able to prioritize follow ups..."

[See full review](https://www.capterra.com/p/182058/Jungo-Mortgage-CRM/#Capterra___2253905)

TR

Tammy R.

Loan Officer

> "I don't love the pre-written campaigns. "

[See full review](https://www.capterra.com/p/182058/Jungo-Mortgage-CRM/#Capterra___3843162)

DD

Diane D.

Senior Loan Officer

> "All of my Contacts are in one place with Jungo supplying the ease of: sorting data for reports, sending campaigns, easily..."

[See full review](https://www.capterra.com/p/182058/Jungo-Mortgage-CRM/#Capterra___2263750)

RL

Robert L.

CEO

> "The biggest problem with this bait and switch company is that while they are selling you they put you on a contract and make..."

[See full review](https://www.capterra.com/p/182058/Jungo-Mortgage-CRM/#Capterra___2482913)

KM

Kevin M.

Mortgage Strategist

> "Jungo Mortgage CRM is a required tool that is used almost every minute of the day to create an impactful 360 experience for all..."

[See full review](https://www.capterra.com/p/182058/Jungo-Mortgage-CRM/#Capterra___2243791)

SS

Stephanie S.

Loan Officer

> "The delay of needing to schedule a call for help and then the limited time allowed for support calls (15 min.) can be..."

[See full review](https://www.capterra.com/p/182058/Jungo-Mortgage-CRM/#Capterra___2258689)

RD

Ryan D.

Mortgage Agent

> "Jungo has helped me get better organized."

[See full review](https://www.capterra.com/p/182058/Jungo-Mortgage-CRM/#Capterra___3835880)

MT

Malcolm T.

CEO

> "I requested to cancel and it took them OVER FOUR MONTHS just to process the cancellation. "

[See full review](https://www.capterra.com/p/182058/Jungo-Mortgage-CRM/#Capterra___3374563)

JBD

John Blaise D.

Loan Officer Assistant

> "Ease of access and features are helpful in our everyday use"

[See full review](https://www.capterra.com/p/182058/Jungo-Mortgage-CRM/#Capterra___3834768)

VR

Verified Reviewer

Mortgage Broker/ Owner

> "Many of the tools that they advertise don't work, at least for us, I.e."the Property Listing", "Ijungo Concierge" etc."

[See full review](https://www.capterra.com/p/182058/Jungo-Mortgage-CRM/#Capterra___2444464)

MB

Michael B.

Sr LO

> "It's extremely powerful, but with a steep learning curve."

[See full review](https://www.capterra.com/p/182058/Jungo-Mortgage-CRM/#Capterra___3845745)

BH

Brandon H.

Mortgage Agent

> "The biggest complain I have was how complex and difficult it was to move data from my Filogix account to Jungo to the point I..."

[See full review](https://www.capterra.com/p/182058/Jungo-Mortgage-CRM/#Capterra___2245382)

KM

Kevin M.

Mortgage Strategist

> "Yes, it is powerful out of the box and it is plug and play but very simple to customize and integrate with 3rd parties (e.g...."

[See full review](https://www.capterra.com/p/182058/Jungo-Mortgage-CRM/#Capterra___2243791)

Lily D.

Loan Originator

> "Super complicated to get started and the texting functionality ($15 extra monthly) is primitive compared to competitors."

[See full review](https://www.capterra.com/p/182058/Jungo-Mortgage-CRM/#Capterra___2243758)

PV

Peggy V.

Sr. Mortgage Consultant

> "keeps my calendar, sends out mass email, great support when needed, keeps all of the information on my database, customized to..."

[See full review](https://www.capterra.com/p/182058/Jungo-Mortgage-CRM/#Capterra___2243812)

LM

Liz M.

Chief Follow-Up Officer

> "The support staff is friendly but their ability to actually help varies widely depending on who answers the ticket, and they are..."

[See full review](https://www.capterra.com/p/182058/Jungo-Mortgage-CRM/#Capterra___2244657)

CB

Cory B.

Loan Officer

> "I love the customization options with the software, as well as the automation of loan milestone and loan anniversary tasks."

[See full review](https://www.capterra.com/p/182058/Jungo-Mortgage-CRM/#Capterra___2244071)

VR

Verified Reviewer

Mortgage Broker/ Owner

> "They are very slow to respond to issues and they still have to check in with Salesforce, which makes it even slower. "

[See full review](https://www.capterra.com/p/182058/Jungo-Mortgage-CRM/#Capterra___2444464)

KK

Kent K.

CRMP

> "Jungo's customizability allows you to create leverage and efficiencies in whatever workflow you've designed. "

[See full review](https://www.capterra.com/p/182058/Jungo-Mortgage-CRM/#Capterra___2256062)

CB

Cory B.

Loan Officer

> "The software can do about ANYTHING, but I have trouble figuring out the Workflows without being afraid of messing something up. "

[See full review](https://www.capterra.com/p/182058/Jungo-Mortgage-CRM/#Capterra___2244071)

AK

Adam K.

Branch Manager

> "We're staying much better organized, have far fewer dropped balls, and our referral partners get weekly reports on all deals and..."

[See full review](https://www.capterra.com/p/182058/Jungo-Mortgage-CRM/#Capterra___2255618)

TB

Tina B.

Senior Mortgage Banker

> "Great way to suck someone in only to suck them dry in additional monies spent."

[See full review](https://www.capterra.com/p/182058/Jungo-Mortgage-CRM/#Capterra___2253909)

LR

Liz R.

Mortgage Broker owner

> "one is salesforce - good luck. "

[See full review](https://www.capterra.com/p/182058/Jungo-Mortgage-CRM/#Capterra___3835653)

LM

Liz M.

Chief Follow-Up Officer

> "My team is committed to making Jungo work but I often dread having to do even the simplest tasks, knowing what a pain it will be."

[See full review](https://www.capterra.com/p/182058/Jungo-Mortgage-CRM/#Capterra___2244657)

JS

Jim S.

Mr

> "So so, slow tech support but a decent product overall. "

[See full review](https://www.capterra.com/p/182058/Jungo-Mortgage-CRM/#Capterra___3835412)

ER

Evan R.

Realtor

> "Sometimes I forget to check the crm one day and will miss tasks."

[See full review](https://www.capterra.com/p/182058/Jungo-Mortgage-CRM/#Capterra___2258802)

JR

Javier R.

Loan Originator

> "Its good overall"

[See full review](https://www.capterra.com/p/182058/Jungo-Mortgage-CRM/#Capterra___3861803)

PA

PAUL A.

BRANCH MANAGER

> "FUNCTIONALITY IS NOT INTUITIVE AND REQUIRES A LOT OF HELP SETTING UP TO BE PRODUCTIVE."

[See full review](https://www.capterra.com/p/182058/Jungo-Mortgage-CRM/#Capterra___2254058)

ER

Evan R.

Realtor

> "The concierge service is amazing as well and will automatically send your clients holiday cards and gifts for 3 years."

[See full review](https://www.capterra.com/p/182058/Jungo-Mortgage-CRM/#Capterra___2258802)

RC

RUBEN C.

Loan Officer

> "So then I'm talking to someone in India that means well and normally very accommodating but still frustrating with the language..."

[See full review](https://www.capterra.com/p/182058/Jungo-Mortgage-CRM/#Capterra___2251528)

RB

Randy B.

Director of Business Development

> "Training has been smooth so far for our Team and the access to additional support seems to easy enough to get going. "

[See full review](https://www.capterra.com/p/182058/Jungo-Mortgage-CRM/#SoftwareAdvice___2782393)

NF

Nicole F.

Compliance Officer

> "Does not automatically communicate with our LOS"

[See full review](https://www.capterra.com/p/182058/Jungo-Mortgage-CRM/#Capterra___2253786)

JB

Justin B.

Loan Officer

> "I like the integration with my email for tracking and for keeping notes on each file. "

[See full review](https://www.capterra.com/p/182058/Jungo-Mortgage-CRM/#Capterra___2244386)

RB

Ryan B.

Loan Officer

> "Extremely unorganized and no internal communication or accountability"

[See full review](https://www.capterra.com/p/182058/Jungo-Mortgage-CRM/#Capterra___2263649)

MO

Michael O.

Principal Loan Originator /President

> "This CRM has been able to grow with me from a single LO, to a team, to owner of my own mortgage brokerage."

[See full review](https://www.capterra.com/p/182058/Jungo-Mortgage-CRM/#Capterra___2244761)

PV

Peggy V.

Sr. Mortgage Consultant

> "Although sales force is the back engine, I hate it when they get involved because I am not a tech person."

[See full review](https://www.capterra.com/p/182058/Jungo-Mortgage-CRM/#Capterra___2243812)

KK

Kent K.

CRMP

> "Another plus is how easily it integrates with other software. And the mobile version is robust and well laid out. But..."

[See full review](https://www.capterra.com/p/182058/Jungo-Mortgage-CRM/#Capterra___2256062)

ER

Evan R.

Realtor

> "Really wish the email functionality was better. "

[See full review](https://www.capterra.com/p/182058/Jungo-Mortgage-CRM/#Capterra___2258802)

HJ

Helga J.

Owner

> "I love the program, it has so many functions and it is wonderful for marketing and keep track of your loans and leads."

[See full review](https://www.capterra.com/p/182058/Jungo-Mortgage-CRM/#Capterra___2262599)

MO

Michael O.

Principal Loan Originator /President

> "The user interface is difficult for some."

[See full review](https://www.capterra.com/p/182058/Jungo-Mortgage-CRM/#Capterra___2244761)

BC

Brian C.

Licensed Mortgage Broker Assistant

> "I like that it's based on Salesforce and has a lot of configuration and customization options."

[See full review](https://www.capterra.com/p/182058/Jungo-Mortgage-CRM/#Capterra___2253501)

TB

Tina B.

Senior Mortgage Banker

> "The Sales Representative who sold me this product/system completely OVER-PROMISED & UNDER-DELIVERED!!! "

[See full review](https://www.capterra.com/p/182058/Jungo-Mortgage-CRM/#Capterra___2253909)

JB

Justin B.

Loan Officer

> "I am happy with my purchase and I believe it has and will continue to help me stay in contact with clients and keep track of all..."

[See full review](https://www.capterra.com/p/182058/Jungo-Mortgage-CRM/#Capterra___2244386)

KK

Kent K.

CRMP

> "The Closing Email of the Week is a perfect example of not being easy to use or execute. "

[See full review](https://www.capterra.com/p/182058/Jungo-Mortgage-CRM/#Capterra___2256062)

BC

Brian C.

Licensed Mortgage Broker Assistant

> "Overall, I am glad we made the switch to Jungo. If you're looking for a quick, easy, low maintenance solution, this isn't it...."

[See full review](https://www.capterra.com/p/182058/Jungo-Mortgage-CRM/#Capterra___2253501)

JP

Jessica P.

Relationship/Mktg. Manager

> "This is a majority of what I use so that it why it is my biggest problem."

[See full review](https://www.capterra.com/p/182058/Jungo-Mortgage-CRM/#Capterra___2257473)

[View Reviews](https://www.capterra.com/p/182058/Jungo-Mortgage-CRM/reviews/)

## User interface

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

4.04 (654)

[Jungo](https://www.capterra.com/p/182058/Jungo-Mortgage-CRM/)

4.15 (123)

## 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

Top features

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)

Jungo

22/40

-   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/182058/Jungo-Mortgage-CRM/#features)

### Recognition

No recognitions have been awarded to Insightly

No recognitions have been awarded to Jungo

### 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

Jungo

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

Jungo

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

## Popular Comparisons

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

vs

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[Jungo](https://www.capterra.com/p/182058/Jungo-Mortgage-CRM/)[4.15 (123)](https://www.capterra.com/p/182058/Jungo-Mortgage-CRM/reviews/)

vs

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Contact vendor for pricing

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4.4

3.4

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[View full comparison](https://www.capterra.com/compare/152373-182058/HubSpot-CRM-vs-Jungo-Mortgage-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/)[4.51 (4,451)](https://www.capterra.com/p/152373/HubSpot-CRM/reviews/)

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

[Jungo](https://www.capterra.com/p/182058/Jungo-Mortgage-CRM/)[4.15 (123)](https://www.capterra.com/p/182058/Jungo-Mortgage-CRM/reviews/)

vs

[Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/)[4.40 (18,766)](https://www.capterra.com/p/61368/Salesforce/reviews/)

Contact vendor for pricing

Price

$25/month

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Features

4.4

3.4

Ease of Use

4.0

[View full comparison](https://www.capterra.com/compare/61368-182058/Salesforce-vs-Jungo-Mortgage-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 (6,964)](https://www.capterra.com/p/155928/Zoho-CRM/reviews/)

$29/month

Price

$14/month

3.9

Features

4.3

4.0

Ease of Use

4.1

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

[Jungo](https://www.capterra.com/p/182058/Jungo-Mortgage-CRM/)[4.15 (123)](https://www.capterra.com/p/182058/Jungo-Mortgage-CRM/reviews/)

vs

[Zoho CRM](https://www.capterra.com/p/155928/Zoho-CRM/)[4.31 (6,964)](https://www.capterra.com/p/155928/Zoho-CRM/reviews/)

Contact vendor for pricing

Price

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Features

4.3

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[View full comparison](https://www.capterra.com/compare/155928-182058/Zoho-CRM-vs-Jungo-Mortgage-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 (5,809)](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)

[Jungo](https://www.capterra.com/p/182058/Jungo-Mortgage-CRM/)[4.15 (123)](https://www.capterra.com/p/182058/Jungo-Mortgage-CRM/reviews/)

vs

[Bigin by Zoho CRM](https://www.capterra.com/p/204998/Bigin-by-Zoho-CRM/)[4.71 (722)](https://www.capterra.com/p/204998/Bigin-by-Zoho-CRM/reviews/)

Contact vendor for pricing

Price

$7/year

4.0

Features

4.5

3.4

Ease of Use

4.7

[View full comparison](https://www.capterra.com/compare/182058-204998/Jungo-Mortgage-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

[Bigin by Zoho CRM](https://www.capterra.com/p/204998/Bigin-by-Zoho-CRM/)[4.71 (722)](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

4.7

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

[Jungo](https://www.capterra.com/p/182058/Jungo-Mortgage-CRM/)[4.15 (123)](https://www.capterra.com/p/182058/Jungo-Mortgage-CRM/reviews/)

vs

[Dynamics 365](https://www.capterra.com/p/157279/Dynamics-365/)[4.37 (5,809)](https://www.capterra.com/p/157279/Dynamics-365/reviews/)

Contact vendor for pricing

Price

$50/month

4.0

Features

4.3

3.4

Ease of Use

4.1

[View full comparison](https://www.capterra.com/compare/157279-182058/Dynamics-365-vs-Jungo-Mortgage-CRM)

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

vs

[Odoo](https://www.capterra.com/p/135618/Odoo/) [4.21 (1,291)](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)

[Jungo](https://www.capterra.com/p/182058/Jungo-Mortgage-CRM/)[4.15 (123)](https://www.capterra.com/p/182058/Jungo-Mortgage-CRM/reviews/)

vs

[eWay-CRM](https://www.capterra.com/p/152769/eWay-CRM/)[4.47 (820)](https://www.capterra.com/p/152769/eWay-CRM/reviews/)

Contact vendor for pricing

Price

$20/month

4.0

Features

4.3

3.4

Ease of Use

4.4

[View full comparison](https://www.capterra.com/compare/152769-182058/eWay-CRM-vs-Jungo-Mortgage-CRM)