# 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 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 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 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 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 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 NS Nancy S Program SpecialistNon-Profit Organization Management, 2 - 10 employeesUsed the software for: More than 2 years. “Insightly has helped us to streamline our processes, making our mission easier to manage every day. And the reporting features have allowed us to provide every kind of data to generous supporters who in turn donate to our mission.“ April 11, 2024 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 ## 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 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 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 JS Jonathan S. Executive Director Non-Profit Organization Management Used the software for: 2+ years ### "8- year customer still finding ways insightly can improve our efficencies " October 20, 2022 5.0 Insightly has replaced our Outlook contact lists entirely. It also manages and tracks our teams progress on projects, events, and programs much better than using spreadsheets or other options we looked at. Pros CRM and contact management is fantastic. Our entire team has the mobile app and we can update info on the fly and everyone gets it at the same time. We use the Project Management tool daily to track and organize our work in a variety of areas. Pipelines ensure we don't miss any steps in our standardized processes. Cons The learning curve was steeper than we expected. With customer support's help (which has been very good) we are now in a place where the software is saving us time and continually making our work more efficient. Alternatives considered [Zoho CRM](https://www.capterra.com/p/155928/Zoho-CRM/)[Blackbaud Raiser's Edge NXT](https://www.capterra.com/p/247647/Blackbaud-Raiser-s-Edge-NXT/)[Bloomerang](https://www.capterra.com/p/131207/Bloomerang/)[Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/)[Basecamp](https://www.capterra.com/p/56808/Basecamp/) Reason for choosing Insightly The seamless integration of the CRM part of the tool with with tracking our work in other areas such as projects, events, programs, workshops, etc.. in the project management part of the tool. Review Source NH Nathalie H. Customer Care Manager Automotive Used the software for: 1-2 years ### "Useful & inexpensive CRM system for growing businesses" March 3, 2023 3.0 Overall is has been satisfactory although, some details that need improvement can turn things into a much better experience. Pros It is easy to use and easy to navigate.It does not take much time to get used to all features and to understand how the features work.The best part of Insightly, is the customer support is very responsive and always follows up on requests.They also helped us all the way to achieve our goals as a company. Cons Some parts of the software need more work and also new features like Service has too many glitches and some functions do not work properly even though have been revised and "fixed" many times.I wish it was more seamless to work with. Alternatives considered [Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/)[monday.com](https://www.capterra.com/p/147657/monday-com/) Reason for choosing Insightly Insightly offered a less expensive package overall and they offered a more personalized customization to our business. One of the big factors apart from the price was the initial presentations of the Insightly products were very professional and helpful. Switched from [Zendesk Suite](https://www.capterra.com/p/164283/Zendesk/) The main reason was the other product was more expensive and we also wanted to expand and connect all of our platforms in one place. Review Source AK Anne K. Director Operations Professional Training & Coaching Used the software for: 1-2 years ### "Customizing Insightly" October 17, 2022 4.0 I think it is a great, affordable product. I'm disappointed in the Customer Care response (or lack thereof). The Customer Support team is great. They can troubleshoot and fix items. Customer Care is required if you are trying to better/best use the product. I think that group needs some work. Anyone customizing the product should be confident that Insightly knows how it will be used for user's business and that may mean more questions upfront, better understanding of a client's business. Pros That we could customize. We were able to make this software work for our needs, which were a bit different than how the typical sales team might. We can track our orders and do great reporting. Dashboards are very nice feature. Ability to customize pipelines very helpful and visuals are great. Customer support team is helpful and responsive. Cons Integration with our needs was a bit difficult. Our sales person seemed to understand what we needed to accomplish but I don't think the customer care person is as savvy. Customization is great, but if it impacts how you can report items or get most accurate data, user needs to understand that. We got creative in how we used items and where possible, didn't customize, just repurposed so we got the benefit of the connections Insightly makes. In our haste to be up and using, I don't think enough time was spent on that and rework was involved. Alternatives considered [Claritysoft CRM](https://www.capterra.com/p/123868/Claritysoft-CRM/)[HubSpot Marketing Hub](https://www.capterra.com/p/171840/HubSpot-Marketing/)[Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/)[Bigin by Zoho CRM](https://www.capterra.com/p/204998/Bigin-by-Zoho-CRM/) Reason for choosing Insightly functionality, customization and cost Switched from [Act!](https://www.capterra.com/p/175860/Act/) Did not like the web version as much as the local and the local had to sync properly. It's better to be in the web and Insightly affords that ease. People were challenged by using Act in some cases and I think just soured on it so sometimes it's best to start fresh. 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 MG Michelle G. Business & Marketing Coordinator Primary/Secondary Education Used the software for: 2+ years ### "Allows us to grow into our needs" October 11, 2022 5.0 Great! It suits our needs perfectly. Pros It can be used in simple form or allows us to enable more features as our needs grow. Cons There are certain limitations with customizability, but Insightly often addresses these and rolls out features updates. Alternatives considered [Zoho CRM](https://www.capterra.com/p/155928/Zoho-CRM/)[HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/) Reason for choosing Insightly Since we don't use a traditional sales pipeline, insightly's system allowed us to either utilize or not utilize certain features. All other systems continued to push us into a traditional sales pipeline process. 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 JK Jamie K. Head of Growth Computer Software Used the software for: 6-12 months ### "Decent CRM but requires discipline" May 6, 2024 4.0 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. As a result, no-one was following a consistent lead and opportunity management process, things like date fields became a nightmare because when exporting leads, some appeared to be using US date format and some using UK format, so identifying recent leads & opps was tricky. Pros The sales pipeline views were good because you could have lots of different pipeline views with filters and segmentation options applied without having to add them every time. It was easy to see pipeline value, create new fields and to move opps from one stage to another. Equally it was great for setting up automated email follow ups from demos and integrate with lots of other tools. Cons The lack of user management and access customisation means it is too easy to let poor spiral out of control and ruin your data. Equally the dashboards/Reports section really needs work as it’s unnecessarily difficult to create reports and dashboards for very simple metrics. Switched from [Pipedrive](https://www.capterra.com/p/132666/Pipedrive/) This was before my time, so I’m not sure. Review Source Response from Insightly May 8, 2024 Hey Jamie! Thanks for your review. Glad to know you see the significant power of Insightly, when configured correctly, to support your team. We would love to learn more about your concerns regarding user management and customization as several options are available based on your plan level. Please reach out to me or Growth@insight.ly with discuss. NS Nancy S. Program Specialist Non-Profit Organization Management Used the software for: 2+ years ### "Insightly Works GREAT for our Org" April 11, 2024 5.0 We have evolved from the early days of our organization and Insightly has evolved with us. As we learn its capabilities, we continue to find functions and create objects that increase our efficiency every day. Pros We have used Insightly for 8 years now and it has been so user-friendly to build our Program database. From the customizable fields to the reporting features, it does everything we need for it to do. Insightly has helped us to streamline our processes, making our mission easier to manage every day. And the reporting features have allowed us to provide every kind of data to generous supporters who in turn donate to our mission. Cons To get some of the features we are using today, the cost has increased significantly. Review Source Response from Insightly April 12, 2024 Hey, Nancy! It's awesome to hear how Insightly has been rocking it for your organization for 8 years! Sounds like we've managed to truly partner with your team in building and managing your business. Streamlining processes and making your mission more manageable every day? That's what I call a win! Thanks for sharing your experience—it's super helpful for folks looking for a CRM that can keep up with their growth. AL Amber L. Project Manager Utilities Used the software for: 2+ years ### "Insightly>Not just a CRM Tool but a Partnership" March 3, 2023 5.0 The Insightly team are some of my favorite people. They are always willing to help and assist with the company objectives we are working on. In my opinion, customer service and support are key in any partnership and Insightly makes us feel valued and like we are partners. My experience with the tool and Insightly is absolutely a positive one! Pros First, the simplicity of Insightly has been key in internal adoption of the tool for the company. Insightly is my go to tool for keeping my day planned with tasks. Secondly, the customization Insightly allows with the custom objects has really allowed a level of visibility within the company that we simply did not have prior to partnering with them. This tool is quickly becoming a key focus for the organization as it allows for the operational team to automate key operational processes which in turn increases quality, decreases risk, and decreases labor costs. Cons Expanding the automated workflow options would be of great value to organizations. Additionally, the limitation on page layout rules can be challenging. Making this unlimited would be a preference for the organization. Reason for choosing Insightly The Insightly group of people and the price. Review Source VR Verified Reviewer Chief of Staff Professional Training & Coaching Used the software for: 6-12 months ### "Gaining Insight through your CRM using Insightly" March 10, 2023 4.0 Pros I like the ability to customize the platform as the user and being able to get excellent customer support from the Insightly team. Cons 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. Review Source MB Melissa B. CEO Management Consulting Used the software for: 6-12 months ### "Insightly: The Sports Car of CRM's" April 29, 2015 4.5 Pros Having worked with clients using a variety of CRM’s we’ve seen the good, the bad, and the ugly. I often times refer to insightly as the sports car of CRM’s because it allows companies to manage sales, contacts, projects, opportunities and client fulfillment in a very clean, efficient and user-friendly way. Some of the features I love best are their pipelines and activity sets. For companies that are managing lots of clients at different stages of fulfillment, Insightly’s pipeline feature helps all the players involved know exactly what they need to do and when. The client profile makes it easy for me to link contacts to organizations or note other important relationships. The ability to save my email communication and related tasks to a contact has become an essential part of how we use Insightly and it’s intuitive ability to save any attached files I send is another feature I love. Other favorite features are their mass emailing tool within the CRM. I can send a personalized email to a group of clients without having to write individual emails. A task management feature that allows me to see on one screen what I’m working on for each of my clients and in all areas of my business. With one click I can see what each of my employees is working on, what’s been done. You can create custom tagging systems to easily sort and find clients in your database. In one place see all of the projects you’re currently working on and where they are in the process of completion. Insightly’s Gmail gadget makes it easy to assign tasks, create projects, save emails, add or update contact email easily from within your email. No more switching back and forth from program to program. Insightly University provides a good training source for new users in addition to their highly responsive customer service team. I also have to mention all the strategic partnerships that makes using Insightly with other programs really seamless. For example, Mailchimp, evernote, DropBox and Google Apps for Business to name a few. Sure, there are lots bigger more robust CRM’s out there, but I don’t want to drive a Mack truck every day. I like my sports car. :) Cons Insightly's calendar doesn't work for me, but I use google calendar and haven't missed it. I wish you could customize what you want to see on the home page. Right now it's just a running list of the activity on your accounts, but not super helpful in my opinion. Right now you have to manually advance pipelines. It would be nice to set them to advance to the next stage once all the activity sets are complete. Review Source Shannon G. Software Developer - Supply Chain Retail Used the software for: 1-2 years ### "It is perfect platform for earning great business reputation" August 31, 2020 4.0 Insightly gives us many different idea of report generation and allows managing delivery time periods. I think there is no Good app other then this to keep good estimation of sales funnel. Pros It has made very easy to observe overall sales activity through Insighlty. We use it through mobiles, laptops, personal computers likewise we synchronize data through many other applications like Gmail and office 365. It is playing a great role in our organization. Overall it is an excellent CRM that is providing wonderful services and helping us to build strong relations Cons Since we have been using Insightly I have not come across any major difficulty. It is working amazingly and providing great services. Review Source JD James D. Director Computer Software Used the software for: 1-2 years ### "Very easy to use and love the to-do list!" July 29, 2018 5.0 I like this program. I really do. I mean, that to-do list is so handy not only in theory but also in practice. The features make the program so easy to use and the fact that there is support on hand to explain any issues that the training videos did not cover is such a big bonus. We’ve had times during training where we were unsure of the functions, but one quick call to support cleared everything up. We feel like pros! However, the cost almost negates the good features. We are a small business and it’s difficult to justify the cost when there are so many cheaper or free CRMs available. Maybe they’ll come out with a small business version that isn’t quite as expensive but has the features you need to run your day-to-day tasks. Pros I absolutely love the to-do list. It makes it so much easier to assign tasks to my employees. I always prefer to have tasks written down to verbal tasks, so this program helps so much in that aspect. I also really like the clean, efficient look to this program. It makes it very easy to use and is not as cluttered as other similar programs. I loved the training videos that helped my employees learn the ins and outs of the program. The fact that there is tech support readily available is also a plus. I hate having only email or only phone support available, but Insightly has both! Cons It’s rather pricey. The free version does not provide all of the features that make this product worthwhile over the competitors’. To get all of the features, you have to pay more, which makes sense, just not for small business owners. The fact that a higher plan is required to forward emails is a big minus. It’s something that almost all businesses need but paying the amount for the professional version is not necessarily a cost that can be justified. I believe that if this program were a little bit less expensive it would be more useful for small and new businesses. Review Source MT Marek T. CEO Financial Services Used the software for: I used a free trial ### "Insightly Review" May 23, 2023 5.0 Overall, my experience with Insightly was positive. The platform provided a robust CRM solution that helped me streamline my customer relationship management processes. The user-friendly interface and comprehensive features allowed me to effectively manage contacts, track communication, and collaborate with my team. The reporting and analytics capabilities provided valuable insights into my business performance. Although there were limitations in customization options and room for improvement in customer support, my overall experience with Insightly was satisfactory. It contributed to improving my efficiency in managing customer relationships and driving business growth. Pros One of the things I liked most about Insightly was its comprehensive CRM functionality. The platform provided a user-friendly interface that made it easy to manage and track customer relationships. The contact management features allowed me to store and organize all relevant customer information in one place. I also appreciated the seamless integration with email, allowing me to track and log communications with clients. The task and project management capabilities were robust, helping me stay organized and collaborate effectively with my team. Additionally, the reporting and analytics tools provided valuable insights into my sales pipeline and overall business performance. Cons While Insightly had many positive aspects, one thing I liked least was the limited customization options. I found that certain aspects of the platform, such as the dashboard and report customization, were somewhat restricted. It would have been beneficial to have more flexibility in tailoring the system to fit specific business needs. Additionally, the customer support could be improved. There were instances where I encountered technical issues or had questions, and the response time and resolution process could have been more efficient. Review Source Kevin L. Founder Food & Beverages Used the software for: I used a free trial ### "Frustrating to get started" November 6, 2018 3.0 Overall, I don't think Insightly is the right tool for me due to it's complex setup which I think can improve if there a bit more videos in their help-section. The walkthrus for basic setup are good, but I'd love to see more videos or improvements in workflow automation. I only trialed the software so I can't speak on it as if I were an expert, but I think Insightly has some benefits but just not the right tool for me. Pros I was looking for a G-Suite CRM and stumbled upon Insightly. I decided to give it a go and try out the free trial upon reading a few reviews. The main area I was interested in and found to be good was Insightlys e-mail tracking. I sent a test e-mail to both Gmail and Yahoo e-mails and found the tracking to be accurate. I can see how Insightly would be a value add for monitoring sent e-mails, and then creating an automation workflow to auto-add any leads who reply to a pipeline, but I wasn't able to figure out a workflow for it. I do believe it's possible however to not only add to a pipeline but even export the contacts who replied and save to perhaps something like Mailchimp for another customer-journey. Cons My first thought was that it looked really in terms of the feature set but I was a bit overwhelmed with the setup and it took me about 2 times to connect to GSuite although, it could have been a bug on my end rather than theirs. After connecting my GSuite account, I started to play around right away, setting up the leads section as I plan to use Insightly for Sales Tracking and lead scoring. I found the UX/UI a bit sluggish, and creating pipelines with custom attributes a bit cumbersome. I was hoping for a rich data-enrichment where all Company/People info would be filled out, but that aspect wasn't there. 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 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 VR Verified Reviewer Director of Mission Engagement Used the software for: 2+ years ### "Great Software, Easy Too Use, Needs more Features" October 13, 2017 5.0 We were disorganized across a few methods of tracking individuals who engaged with our work. This helped us to centralize the information, and to function better as a staff. We did not need to re-invent the wheel with each new contact or program. Pros The ease of use means a short learning curve when introducing it to new staff members. I specifically like the integration with Gmail to be able to add relevant connections from email with one click. Projects are a great way to track contacts and add comments and attachments to have all the relevant history of a specific project in one place. Cons It is very sales driven, and works for that capacity. I was using it as a non-profit, tracking volunteers and donors, and so I needed to "back door" some of the features to work for my uses. I wish the tagging features had sub-tags to help sort a bit better without having so many top level groups of tags. Review Source Response from Insightly October 16, 2017 Thank you for the great review! We appreciate your feedback on your use case as a non-profit. Our Customer Success team put together this great webinar to learn more about how to manage your non-profit's activities with Insightly should you need more ideas: https://support.insight.ly/hc/en-us/articles/220630127-Recorded-Webinar-Do-More-Good-Spend-More-Time-Growing-your-Non-Profit. Thank you! The Insightly Team Similar Products Featured ## Send me user reviews about this product ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.