# Insightly Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Is Insightly the right CRM solution for you? Explore 654 verified user reviews from people in industries like yours to make a confident choice. Source: https://www.capterra.com/p/130671/Insightly/reviews --- Insightly 4 (654) [View alternatives](https://www.capterra.com/p/130671/Insightly/alternatives/) Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/) * * * Last updated March 13th, 2026 # Reviews of Insightly Ease of use 4.0 Customer Service 3.8 ## Pros and Cons in Reviews John M Founder and Financial AdvisorFinancial Services, 2 - 10 employeesUsed the software for: 1-2 years. “Setting up routine tasks and activity reminders was also straightforward, which made it easier to stay organized and maintain consistent, timely engagement with clients.“ December 16, 2025 JK Jamie K Head of GrowthComputer Software, 11 - 50 employeesUsed the software for: 6-12 months. “Insightly was being used for various marketing and sales data processing and activation tasks when I joined, and the account was a real mess because there was little control over who could edit which fields.“ May 6, 2024 WA Wilcox A Managing SolicitorLegal Services, 51 - 200 employeesUsed the software for: 6-12 months. “We can build functionalities that suites us without spending thousands of dollars with developers,Data can also be connected within Insightly,such as connecting contacts and organizations to request and project records.“ September 20, 2024 John M Founder and Financial AdvisorFinancial Services, 2 - 10 employeesUsed the software for: 1-2 years. “The integrations with other applications wasn't as strong as I was looking for at the time.“ December 16, 2025 John M Founder and Financial AdvisorFinancial Services, 2 - 10 employeesUsed the software for: 1-2 years. “I liked how simple it was to connect related contacts and keep track of important life events and milestones.“ December 16, 2025 JK Jamie K Head of GrowthComputer Software, 11 - 50 employeesUsed the software for: 6-12 months. “The lack of user management and access customisation means it is too easy to let poor spiral out of control and ruin your data.“ May 6, 2024 EP Elizabeth P Senior Customer Care SpecialistCivil Engineering, 11 - 50 employeesUsed the software for: 1-2 years. “I like the project management, pipelines, and the ability and ease of adding tasks and comments to various objects.“ May 30, 2024 Jake L Global Marketing ManagerTransportation/Trucking/Railroad, 11 - 50 employeesUsed the software for: I used a free trial. “It is lacking in some areas- automation workflows for marketing campaigns, and lead scporing on the entry level offer“ April 4, 2024 ## Showing most helpful reviews Showing 1-25 of 654 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use Denise W. Marketing Specialist Marketing and Advertising Used the software for: 2+ years ### "Insightly developed to enhance our feeds" September 6, 2022 4.0 In my experience using Insightly, I haven't run into any serious issues. We used to utilize a strange CRM that was built out of sheets and required us to constantly switch between windows. Using Insightly, we can have all of our data in one place, neatly organized in custom fields. In my opinion, the project page may benefit from more fields in which to provide pertinent data. Pros Insightly is how I keep track of all the initiatives we have in the works right now. The management of our company's 5,000+ open positions is a major challenge. Insightly makes it easy for us to keep track of all the moving parts, which would otherwise be difficult to do in a secure manner given the project's multi-stage nature. Cons In most cases, the newly opened Org or Project tab doesn't take up more than half of my screen following a search. I can't figure out how to make the page larger. For some reason, the columns on the Relate and Activity tabs don't remember my saved column width. Every time I use it, I have to resize it. Switched from [Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/) As was previously said, Insightly is a fantastic customer relationship management system designed for use by businesses who wish to efficiently arrange their tasks. Two years ago, we made the switch to Insightly and now we can monitor the status of all of our projects, view their schedules, and generate fresh reports. Review Source CD Christina D. Administrator Marketing and Advertising Used the software for: 1-2 years ### "Insightly is a great CRM Tool" July 31, 2023 4.0 Overall, the CRM product has been a great business tool for everyday use. I would certainly recommend it to a business if they can afford the price point. Pros Insightly offers many products and features to be a one-stop-shop in the administrative world. It allows a company to keep all of their client information in one location and access quickly and easily. It allows emailing clients directly in the software as well as filing previously sent emails to a client. Cons The way that some of the fields are set up, they are not made for quick editing, copying, etc. The phone number fields do not have an automated template, the number can be input anyway. The address fields, specifically state, do not have preset options and either can be an abbreviation or spelled out. It would be nice if these were preset so that it is uniform when printing reports, etc. Lastly, once you create a lead, even after converting to a contact, the lead still shows up when that specific client is searched for. It can be confusing when you need to click quickly. Switched from [Microsoft Excel](https://www.capterra.com/p/176574/Excel/) We needed an actual database that information could be extracted from and put into report form when needed. Insightly has allowed that. Review Source MS Matthew S. Head of Client Engagement & Services Management Consulting Used the software for: 2+ years ### "Insightly highs and lows" October 12, 2022 3.0 Pros It is relatively intuitive easy to customise, easy to align to specific business needs. Cons Effective linkage of the databases that sit behind the product. If i log an activity for a against a contact that is part of an organisation, that activity will not be visible under the organisation. This is a big miss. There needs to be total linkage between all databases that sit within the system. There should be a hierarchy from Organisation to Contact to Project to Opportunity etc etc. This causes significant issues when trying to track client experience. Reporting No reports are drillable - they are simply static reports limiting their use. I constantly find myself needing to export a report to Excel so I can build a pivot table to effectively use it. User interface The user interface is very old fashioned and clunky. This is not just a statement about look and feel. When i create a report i get a list of objects with certain data that changes on a regular basis. 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. I need to click on the item which then loads a separate page for the record. Then I need to click into that record which show all of the fields for the entire record. Then I need to click on the field in question, change it and then save it. I then need to close that page down and go back to the report page and refresh the page before this change is visible. This is a terrible UI and UX for a modern product today that is now significantly behind the the currently expected standard. Review Source NG Natalie G. Operations & Training Manager Construction Used the software for: 2+ years ### "Insightly - We're Back Again" March 8, 2023 5.0 We love Insightly and have solved the major issue of project management as well as integration with Quickbooks so we can have a high level overview of each project, opportunity, and where we are with the quickbooks billing. It saves us a lot of time and removes a lot of human error in our processes as well. Pros The ease of tracking multiple types of projects and stages of the project and the visibility of each project's status. We tried Hubspot for two years and came back with Insightly as it was so much better to use. Cons The marketing function, and the products, pricebooks, and quotes could use some additional features compared to their competition. They aren't as easy to use and can be clunky at times. Alternatives considered [Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/) Reason for choosing Insightly Insightly was easier to use, we knew how it worked and our team who is not as technologically advanced was able to pick up and use the system very easily with limited training. Switched from [HubSpot Marketing Hub](https://www.capterra.com/p/171840/HubSpot-Marketing/)[HubSpot Sales Hub](https://www.capterra.com/p/214215/HubSpot-SalesHub/)[HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/)[HubSpot Service Hub](https://www.capterra.com/p/182476/HubSpot-Service-Hub/) We had been with Insightly for three years, then switched to husbpot before all the new marketing features were released in Insightly. After the person left who had us make the switch to Hubspot, we went back to Insightly and questioned why we ever left. Review Source VR Verified Reviewer Director of Marketing and Business Development Construction Used the software for: 2+ years ### "Scalable CRM platform for businesses of all sizes" June 27, 2022 5.0 Insightly has been a beneficial addition to our sales and marketing efforts allowing us to easily store our contacts, leads, and projects in one platform. Pros I really like how Insightly can be customized and scaled to fit the needs of the business. We are a mid size company and other CRMs were too robust and complicated. Insightly is just right. Cons I think it is kind of expensive per user. I would like to see a lower monthly cost per user. Alternatives considered [Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/) Reason for choosing Insightly Insightly was the right sized product for us and our needs. Salesforce was too expensive and had to many features we didn't need. Review Source Jennifer W. Vice President business development Insurance Used the software for: 1-2 years ### "Affordable CRM with the features you need" August 24, 2023 5.0 Has all the features a business needs like ease of use, robust reporting & customizations without the high cost that comes other well known CRMs Pros The ease of onboarding & use. Ability to customize without having to use a developer Cons Nothing. All the features we needed, Insightly has. Alternatives considered [Friday](https://www.capterra.com/p/235069/Friday/)[HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/) Reason for choosing Insightly Cost, features, willingness to sign a business associate agreement (healthcare) Switched from [Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/) Affordability. Ease of customization Review Source Andrew E. Managing Director Computer Software Used the software for: 6-12 months ### "A fairly reasonable CRM for a small business" August 9, 2022 3.0 It's a fairly easy to use platform for a company who doesn't need the complexity, cost and extraneous functionality of something like Salesforce. 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. The support team are slow and very unhelpful, often trying to push professional services rather than resolving issues. Pros It's pretty easy to use for the most part so less technically able staff can use it with relatively few issues. Cons The documentation is quite lacking and mostly quite outdated. Their support is extremely poor and is often used as leverage to sell professional services. Reason for choosing Insightly We need something simple and easy to use. Many of the alternatives are not particularly easy to use and come with a hefty price tag. Switched from [Vtiger CRM](https://www.capterra.com/p/112491/vtiger-CRM/) We needed something that was a little easier to use for some of the less technically able team members. Review Source Response from Insightly August 17, 2022 Hello Andrew, Thanks for taking the time to review Insightly. While I'm glad you've had some success leveraging the CRM due to the price point and simplicity, I'm sorry to hear about your challenges with support and documentation. If you're willing, I'd love to gather more information about your specific case and see if there's anything we can do to help. Joshua K. Owner Utilities Used the software for: I used a free trial ### "Brings all record-keeping together" December 25, 2019 4.0 We have only been using Insightly for a couple of weeks, but overall I've liked it a lot. Prior to using Insightly, we were manually note-taking in Word documents for each client. Each time that a lead was converted, we then had to go and update everything. Now that we are able to integrate all of our notes, contacts, emails, etc. into one system, the workload has drastically lightened. Pros The thing that I like most about Insightly is that it allows me to document everything from start to finish with each customer. For example, if I send an email to a lead/customer, all I have to do is add that as an attachment in Insightly and I can go back at any time and see anything that was linked with that particular person. This helps track progress when passing off to other team members, too. In a sense, Insightly brings all of the "record-keeping" together and puts in one simple platform. Cons The project management function is pretty basic. Unlike a couple other CRM software that I've tested, Insightly does not offer many of the graphical views that the others do. Being someone who has an easier time seeing data in the visual realm, this was a feature that I wished Insightly would add. Alternatives considered [Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/) Reason for choosing Insightly Salesforce was not transparent in their pricing. Also, my colleague told me that she heard Salesforce is difficult to set up. Review Source Response from Insightly December 30, 2019 Hi Joshua! Thanks so much for your kind words. We work hard to make Insightly a preferred CRM for businesses like yours, and are thrilled you're making the most out of our platform. Thank you for being our valued customer. We look forward to helping you and your team reach new heights! David H. CEO Computer Software Used the software for: 2+ years ### "Insightly is a reasonable CRM with decent functions" October 17, 2023 4.0 I selected this as our CRM. We switched over from Zoho which was universally hated by our sales guys. Pros Insightly does a pretty reasonable job as a CRM. It's quite easy to use and pretty. It has some integrations out of the box and is easy to customize. Cons No significant draw backs to it. I would say it's a middle of the road CRM system that is neither great nor terrible. Switched from [Zoho CRM](https://www.capterra.com/p/155928/Zoho-CRM/) Zoho was hated by the sales guys, the UI was aweful and not easy to use. Review Source Carolyn S. Manager Fund-Raising Used the software for: 2+ years ### "intuitive and easy to use" October 29, 2019 5.0 Pros easy to customise pipeline, good online information support Cons unable to customise reports to the extent we need Alternatives considered [Trello](https://www.capterra.com/p/211559/Trello/)[Basecamp](https://www.capterra.com/p/56808/Basecamp/)[Asana](https://www.capterra.com/p/184581/Asana-PM/) Reason for choosing Insightly price was very competitive initially Switched from [Wrike](https://www.capterra.com/p/76113/Wrike/) hunting for a product that could automate our reports Review Source EP Elizabeth P. Senior Customer Care Specialist Civil Engineering Used the software for: 1-2 years ### "Good for a small company" May 30, 2024 4.0 Pros I like the project management, pipelines, and the ability and ease of adding tasks and comments to various objects. Cons There are so many objects and fields, it takes new users a while to get accustomed to the interface. It also does not have intuitive searching and looks for verbatim entries Review Source WD Wil D. Owner and Chief Creative Designer Marketing and Advertising Used the software for: 2+ years ### "Good software that does the job well." August 26, 2023 4.0 It was the first CRM I used and I had a good experience using it. Pros I liked how easier I could manage contacts and tag them for a variety of purposes. This was my main reason to use the software. Cons 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 features I did not need. Review Source SC Shelley C. National Marketing Manager Construction Used the software for: 2+ years ### "Insightly is critical to our business" October 11, 2022 4.0 For a small to medium sized business Insightly is a great as it has entry level options to get you started. Pros As a national business it's critical that we have visibility and can track what stage the projects are at. It is also generating key reporting which influences business decisions Cons Once things are set up the system is good, but like any system its only as good as the information you put into it. We have the hang of it now and it's working well. Having the tiers of product offering based on pricing with limited functionality is disappointing at times especially when it comes to reporting. Review Source VR Verified Reviewer Enrolled Agent - Certified Tax Resolution Specialist Financial Services Used the software for: 1-2 years ### "A necessary tool to run my business. No more searching for client information." May 11, 2018 5.0 Ease of Marketing and Sales process. Total contact management software that include picture of person. What a plus. Great training videos to guide all level of users. Wonderful opportunity to scale the software as the company grows from startup to height unknown. Pricing is fair and Insightly is not living on past accomplishments it is improving product continuously. Pros They offer a free version to evaluate. Since it is without a time limit I used it and gradually became totally dependent on it. During a planning meeting with staff it was determined we could increase our efficiency by adding the professional version that includes email marketing tools and an easy interface with MailChimp. Now they have my paid business. It is with confidence that I agree to pay them for a monthly service that will be used by all members of my company. The program can accommodate the growth curve in a company such as mine. We started out simply needing contact management software. Later as our sales and marketing needs became more our focus adding these features was an easy decision. There are many videos to quickly bring a new user up to speed. The experienced user can use the videos to explore the many functions that may yet be used by a company as needs and goals change. The reporting function has recently become important as we need to know the results of our marketing and sales efforts. The tool is there and ready for us to implement. I think the more our company commits to using Insightly the more our communication between owners and employees improves. We openly share information on Insightly and our feedback has been positive. In the past before Insightly, communication was dispersed informally and sometimes led to bad feelings due to the inefficiency of word of mouth. Insightly is constantly making changes and updates to its software. Cons Its not visually pretty. I know that is silly but staff has to look at it all day and they like pretty. When a new user/employee first looks at program they make the mistake of thinking it is an old program. While I am able to bring them along and show them it isn't true, their first impression is a temporary detriment to their learning curve and acceptance of the program. In order for Insightly to be the awesome tool it is, requires employee and leader acceptance. Everyone on the team has input and others depend on that input to do their job. Sloppy work seems to come from lack of acceptance. Part of this is my responsibility as a leader to insist everyone use the tools as intended but again, if the program had a new interface and pretty colors it might make a difference. Personally I always choose function first and then presentation but input from staff is a factor I have to consider. One other area I would mention is the difference between leads and contacts. They are not intuitive to some people and I think a better explanation and reinforcement in training videos would make it easier for the new user. This confusion has lead to some mistakes by my users that require a bit of corrective action by more experienced users. There is very little for me to find wrong with Insightly that isn't based on personal style and preferences. Review Source VR Verified Reviewer Membership Support Executive Veterinary Used the software for: 2+ years ### "It does the job but there is possibly better out there " April 8, 2023 4.0 Pros The task and project management works well (even though it could be improved upon). Cons As a dedicated CRM system I feel it’s not the softwares strongest element. There is definitely better out there but as a joint package it makes up for its flaws. Review Source Iain M. COO and Technical Director Management Consulting Used the software for: 2+ years ### "Long time user verging toward long-suffering user" October 5, 2016 3.0 This is a product I wanted to like so much. We have been using Insightly for many years. We were attracted to it because it combined CRM and Project Management. Over the years they have improved the CRM aspect, but have left PM virtually untouched. Their support is haphazard and they often introduce new \*features\* which cause problems - like the day Google Contact Sync stopped working, or the day Google Contact Sync started duplicating contacts in Google etc. Because we signed up so long ago, we have an excellent pricing model. If we were paying more I would be really dissatisfied. Oh and they are just appalling at sharing their product roadmap. It's like driving a manual shift car as the mechanic is fitting new gears as you speed up. Pros Great CRM and Pipeline Management out the box! Contact Syncing for Google is great - despite minor issues. Good simple project lists. Links nicely to Mailchimp and Xero. Cons Very very poor project management. You will need to use other packages for almost anything. No resource management. No Gantt charts. No visibility. Email integration is rudimentary. Task integration is non-existent. No Office 365 contact synchronisation. Review Source Response from Insightly October 9, 2016 Thanks for the feedback. I'll pass this on to our product team because all feedback helps us improve. With regards to exposing our product road map -- it's common that privately held companies do not make their product road map public. If you have specific questions on features please send an email to laura@insightly.com and we can let you know if they are on the roadmap. Thanks. EP Erin P. Account Manager Marketing and Advertising Used the software for: 1-2 years ### "Good Value for CRM Investment" March 3, 2023 5.0 Our team has used Insightly to manage outreach efforts to new leads and to track activity/progress on projects for existing clients. Using Insightly to create reports and dashboards has been helpful to visualize our progress and successes. Pros This software has all of the basic tools our business needed to begin using a CRM system. We were looking for a system to get us off the ground with coordinating our team's sales efforts, and Insightly has been very helpful. Cons There are some features that I would like to be included in the basic subscription fee that are only available if you add and pay for additional services, i.e. Insightly Marketing. Reason for choosing Insightly Cost and value for our investment Review Source MF Megan F. Concierge Luxury Goods & Jewelry Used the software for: 6-12 months ### "Clean and straight forward data" October 11, 2022 5.0 Insightly has done an exceptional job of creating a welcoming culture by hosting informative webinars. The Insightly team is informed and helpful, and most importantly professional with their delivery. Pros I appreciate the ease of workflow and clean data organization and presentation. Cons Limited when tailoring list views per user. Reason for choosing Insightly The app was a very big draw. We need to implement the use more. Are there advancements in store for usability and tailored down page views? Switched from [Acumatica Cloud ERP](https://www.capterra.com/p/96371/Acumatica-Cloud-ERP/) The easy customization of Insightly. Review Source VR Verified Reviewer Director Computer Software Used the software for: 2+ years ### "Insightly - Punching above its weight" November 27, 2018 5.0 We manage our business in Insightly and integrate it via their API into other systems. As such it is a real boost to our productivity. Pros We have been using Insightly for many years and have seen it grow. While there is now a lot of very advanced functionality on it, the application is still simple and intuitive to use. It still appeals to small businesses but at the same time has a lot of functionality that you would expect on a much larger CRM system. For example it is possible to create custom objects and pages in order to adapt Insightly to your business' needs. There is a an API that allows for integrations with other applications and a workflow module to apply longer running processes. Cons Insightly started out targeting smaller businesses but can see the value in larger paying clients. As such the development contributions made to the lower tier subscriptions appear to be lacking. There has been a lot of new functionality aimed at the higher subscriptions whereas a few smaller but obvious wins have been ignored. This irritates the longer term loyal but smaller client base. Review Source Mathew W. Executive Vice President Transportation/Trucking/Railroad Used the software for: 1-2 years ### "Highly customizable and advanced CRM tool with easy to navigate features. " July 30, 2019 5.0 Insightly , no doubt have been a great addition to our tools for perfect customer relation management. We can track customers, mails and leads and project at an in-expensive subscription providing us with great and handy features. Pros Insightly CRM has the most intimidating interface with easy to understand and quite productive features. It is a perfect tool for the customer relation for mid-size and small organizations. We can easily customize the tool in order to get it properly synchronized with our working and requirements. Cons From the initial look, it is not very much professional but rather seems to be a visually appealing tool. The integration with the other tool is also not so easy and reliable and affects the overall performance. The project collaboration tools also gives me a tough time so there needs to be some improvements required. Review Source Response from Insightly August 9, 2019 Thanks so much for your kind note, Mathew. At Insightly we work hard to make sure our customers have a great experience with our platform and are able to build lasting relationships with their own customers. Your feedback means a world to us and inspires us to keep up the good work. Cheers, the Insightly team. I'm more than happy to help review your integration concern. Integrations shouldn't slow the system down. Austin T. Manager of Information Systems Marketing and Advertising Used the software for: 1-2 years ### "Constantly Evolving CRM" June 3, 2021 4.0 My company switched from Salesforce to Insightly due to Salesforce's high-pressured sales people and lack of being customer-focused. Insightly is a lot better at this and really tries to develop a connection with their clients. For the most part, Insightly has most of what you would expect out of a CRM. As a developer though, I often get ask to add functionality into Insightly and a lot of times there are things that simply can't be done due to system limitations. Pros What I like most about Insightly is its simplicity. It's rather easy to get up and going with it. It's also easy to train new users on the system. Cons I find that Insightly hasn't fully developed their developer-centric features. I do have to say though that they are always working on improving in this area, but coming from a Salesforce background I find that there is quite a bit lacking. In Insightly's defense, they simply haven't been around long enough or had enough time to build up to the technical capabilities that something like Salesforce has. Review Source vC victoria C. assistant Education Management Used the software for: 2+ years ### "A CRM that makes the difference in the organization!" November 22, 2022 5.0 now we are more organized, we answer our consultations faster because of having everything in the same place! Pros the product is super easy to use, the reports are great and can be customizable and it centralizes all the information in one same place Cons sometimes you have to login several times a day because if you do not use it for a while, it logsout you Review Source VR Verified Reviewer Senior Sales Representative Packaging and Containers Used the software for: 2+ years ### "Great economical CRM with custom automations and 3rd party integration" March 11, 2023 4.0 Overall fairly good. Took our business a while to optimize and customize the experience for our enterprise. Pros Custom automations, 3rd party integration Cons Last of a robust phone system integration and the last of a prospecting module Review Source PS Phil S. Founding Attorney Law Practice Used the software for: 2+ years ### "Great product with great customer service" August 25, 2023 5.0 It has been fantastic. Not one single issue. Pros Once the system is customized for you, it is really easy to use. Cons The time it takes to customize it for me. Review Source HF Holly F. Manager Non-Profit Organization Management Used the software for: 2+ years ### "We love Insightly" April 11, 2024 5.0 Pros Ease of use. Easy CRM tool. We are happy with the services and options. Cons We haven't found a con as of yet! We are happy. Review Source Similar Products Featured