--- title: "Insightly Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about Insightly Software - reviews, pricing plans, popular comparisons to other CRM products and more." source_url: "https://www.capterra.com/p/130671/Insightly/" page_type: "product" language: "en" --- # Insightly Software Review 2026: Features, Integrations, Pros & Cons Last updated on August 3, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Users](#users)[Pros and Cons](#pros-cons)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews) Insightly ## What is Insightly? Insightly is the modern, affordable CRM that teams love. It’s easy to use, simple to customize, and scales with companies as they grow, solving common pain points that legacy CRMs can't. Powerful in any vertical, Insightly CRM customers can add companion products for marketing automation, customer service, and integrations in the same platform. Insightly is trusted by more than a million users worldwide. ## What is Insightly used for? [CRM](https://www.capterra.com/customer-relationship-management-software/)[Task Management](https://www.capterra.com/task-management-software/)[Sales Tracking](https://www.capterra.com/sales-tracking-software/) Recognitions Shortlist Top alternative Featured Overall rating Based on 655 user reviews Reviews sentiment Positive 79% Neutral 13% Negative 7% Pros & cons Small business CRM solution Comprehensive activity tracking Unresponsive customer assistance Limited and cumbersome email tools Starting price $29 Per User, Per Month Free trial available Free version not included Capterra Shortlist charts the highest-rated and most popular products... - CRM / 2026 - Contact Management / 2025 - Lead Management / 2025 - Sales Force Automation / 2025 - Sales Forecasting / 2025 - Sales Tracking / 2025 Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for Insightly?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=http://www.insightly.com&name=Insightly) ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### Insightly 4.0 (655) VS. [4.5 (4,477)](https://www.capterra.com/p/152373/HubSpot-CRM/reviews/) Starting Price $29 Per User, Per Month Starting Price $20 Per User, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 4.0 (603) Ease Of Use 4.4 (4,378) Value For Money 4.0 (465) Value For Money 4.3 (3,509) Customer Service 3.8 (454) Customer Service 4.4 (3,519) ## Insightly alternatives [4.4 (18,802)](https://www.capterra.com/p/61368/Salesforce/reviews/) Starting price $25.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 90% of reviewers rated it above 4 stars [4.3 (6,987)](https://www.capterra.com/p/155928/Zoho-CRM/reviews/) Starting price $14.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 85% of reviewers rated it above 4 stars Highest Rated [4.7 (738)](https://www.capterra.com/p/204998/Bigin-by-Zoho-CRM/reviews/) Starting price $7.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 98% of reviewers rated it above 4 stars [4.2 (1,318)](https://www.capterra.com/p/135618/Odoo/reviews/) Starting price $31.10 Per User, Per Month Pricing Options Free Trial Free Version User Rating 83% of reviewers rated it above 4 stars [View all alternatives](https://www.capterra.com/p/130671/Insightly/alternatives/) ## FAQs about Insightly Overview ### What problems does Insightly solve? Insightly solves scattered customer data, unclear task ownership, and weak visibility across leads, opportunities, and projects by centralizing contacts, emails, documents, timelines, and follow-ups. Small business sales teams, agencies, consultants, nonprofits, and operations managers use it to replace spreadsheets, reduce handoff errors, and keep work moving on schedule. Answer based on 263 reviews Overview ### Which roles and teams benefit most from Insightly? Insightly is most used by small business owners, founders, and executives who need visibility into sales pipelines, customer relationships, and team performance. Sales and account teams use it to track leads and follow-ups, while project, marketing, and operations managers rely on it to coordinate delivery, campaigns, and client communications. Answer based on 585 reviews Overview ### What company size and industries is Insightly built for? Insightly is for fast-growing small businesses, with 82% of reviewers from that segment, and it appears most often in Marketing and Advertising at 10%. It also serves Enterprise at 11% and Midsize Business at 8%, with additional traction in Computer Software and Management Consulting, each at 7%. Answer based on 655 reviews Features and Usability ### What are the key features of Insightly? Insightly includes core CRM features like contact management, lead and opportunity tracking, and sales pipeline management, plus differentiators such as Gmail and Outlook email integration, workflow automation, project management with Kanban boards, and customizable reports. Reviewers also frequently mention mobile access and integrations with QuickBooks, Mailchimp, and Slack. Answer based on 176 reviews Pricing ### How much does it cost and what fees or limitations are included? Insightly starts at $29/user/month on the Plus plan, with Professional at 49 and Enterprise at 99, all billed annually, plus a free trial. Reviewers often call it a fair or low-cost option, but some say the free plan is best for one to two users and that certain features require add-ons or higher tiers. Answer based on 176 reviews Integrations ### Which third-party tools and platforms does Insightly integrate with? Insightly integrates with Gmail, Mailchimp, Microsoft Outlook, Google Drive, Google Calendar, QuickBooks Online, Xero, and PandaDoc. It also supports over 100 integrations through its catalog and connector options, with reviewer-confirmed connections spanning email, file storage, accounting, scheduling, and document workflows. Answer based on 176 reviews Getting Started and Support ### How easy is it to onboard and train a team on Insightly? Insightly is generally quick to onboard for teams using core CRM features, with live online sessions, webinars, documentation, and videos available for training. Reviewers say novice and nontechnical users often learn basics fast, while admins and teams handling customization, settings, or data structure usually need more time and support. Answer based on 56 reviews Getting Started and Support ### What customer support options does Insightly offer, and how do users rate the experience? Insightly offers email/help desk, FAQ/forum, a knowledge base, phone support, and chat. User feedback on support is mixed: many describe quick, helpful responses, useful training resources, and knowledgeable staff, while others report slow follow-up, difficulty resolving technical issues, and frustration getting timely assistance for setup, billing, or complex problems. Answer based on 116 reviews Security ### How does Insightly handle data security and access control? Insightly uses role-based access controls to limit who can see what, keeps client information private, and supports controlled sharing with necessary personnel. Reviewers also mention privacy-conscious workflow choices, such as manual email syncing and disabling social-profile search. Some note liberal permissions, immature security options, and paywalled user-permission controls. Answer based on 12 reviews ## Who uses Insightly? Based on Capterra reviews from the past 4 years Talk to a software expert to get a free software list tailored to your business needs ## Pros and Cons Small business CRM solution 89% positive reviews out of 73 Most users report professional use is ideal for small businesses, offering affordability, scalability, and essential CRM tools. Hanane M. Freelance, 1 employee. "Insight features a comprehensive feature set, and is easy to use, making it a popular choice for companies looking to streamline their operations and drive growth." Unresponsive customer assistance 41% negative reviews out of 99 Some users say customer support is difficult to reach, slow to respond, and often unhelpful with technical concerns. Comprehensive activity tracking 88% positive reviews out of 48 Most reviewers describe tracking as user-friendly, enabling easy monitoring of contacts, projects, and business progress. Anonymous User Founder and Financial Advisor, 2 - 10 employees. "I liked how simple it was to connect related contacts and keep track of important life events and milestones." Limited and cumbersome email tools 36% negative reviews out of 92 Some reviewers describe email integration as restrictive, requiring manual linking and lacking robust tracking or automation. Effective teamwork and coordination 97% positive reviews out of 34 Most reviewers find team collaboration features boost productivity, streamline communication, and simplify task delegation. Mark B. Owner Broker, 2 - 10 employees. "Good amount of Task Management Features and strong Team Collaboration features." Frequent glitches and slowdowns 89% negative reviews out of 45 Most users comment bugs and issues cause frustration, with slow performance and unresolved technical problems recurring. ## Features AI summary Based on 14,670 CRM reviews Capterra data shows that buyers of CRM software rank the following features as their top priorities: - **Contact Management** (**44%** of reviewers rated this feature as critical) - **Sales Pipeline Management** (**43%**) - **Lead Management** (**44%**) Insightly supports all three features that reviewers value most: **Contact Management**, **Sales Pipeline Management**, and **Lead Management**. Together, these capabilities help businesses keep customer records organized, track deals through each stage of the sales cycle, and manage new prospects more effectively, allowing teams to improve follow-up, maintain visibility into revenue opportunities, and build stronger customer relationships. Contact Management 4.4 (82) 71.95% of 82 reviewers that rated this feature as important or highly important With this capability, you can easily organize, update, and categorize contacts, link them to projects, and monitor client interactions. Reviewers appreciate the user-friendly interface, real-time updates for all employees, and customization, though some mention occasional lag and wish for better search options. Sales Pipeline Management 4.1 (83) 54.22% of 83 reviewers that rated this feature as important or highly important You get clear visibility into project and sales progress, with customizable pipelines and easy tracking of opportunities. Reviewers indicate it’s helpful for monitoring sales stages and adapting roles, but some feel it’s basic and would like more customization. Lead Management 4.2 (89) 51.69% of 89 reviewers that rated this feature as important or highly important This aspect helps you track, organize, and follow up on leads efficiently, supporting reminders and updates. Some reviewers find it valuable for sales processes and team collaboration, though a few mention it can feel basic or not as user-friendly without extra training. Data Import/Export 4.1 (36) 52.78% of 36 reviewers that rated this feature as important or highly important Import and export data to and from software applications Task Management 4.4 (18) 55.56% of 18 reviewers that rated this feature as important or highly important Create, manage and track all task activities and progression Contact Database 4.3 (80) 70.00% of 80 reviewers that rated this feature as important or highly important Insightly offers a centralized, easy-to-update place for storing and managing all contact information. Users think it’s simple to link contacts to organizations, set up custom fields, and keep everyone informed, but some wish for improved search and a better interface. Insightly 125 features ### All Features - Access Controls/Permissions: Define levels of authorization for access to specific files or systems - Activity Dashboard: Dashboard to view the status of ongoing processes, identify current incidents and track past activities - Activity Tracking: Track and document all activities across devices, networks, and other systems - Activity/News Feed: Continuous profile-based stream of news and activity - Alerts/Notifications: Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges - API: Application programming interface that allows for integration with other systems/databases - Appointment Scheduling: Schedule appointments via a calendar - Assignment Management: Assign issues and tasks based on availability or required skills - Batch Processing: Software's ability to perform similar action on multiple similar files simultaneously - Budgeting/Forecasting: Create budgets based on historical data and future projections - Business Card/Badge Scanning: Capture contact information by scanning a physical item and having the system automatically extract data from the scan - Calendar Sync: Synchronize with other calendars to view mutual availability and schedules - Calendar/Reminder System: Notifications/alerts for upcoming events or tasks - Campaign Management: Create a collection of marketing actions to complete specific goals and plan and analyze campaign results - Collaboration Tools: Provides a channel for team members to share AI models, media files, communicate, and work together - Commenting/Notes: Leave comments and notes on documents for others to view - Commission Management: Tracking, calculating, and paying commissions and earnings to employees - Configurable Workflow: Configure existing workflows to meet your organization's needs - Contact Database: Insightly offers a centralized, easy-to-update place for storing and managing all contact information. Users think it’s simple to link contacts to organizations, set up custom fields, and keep everyone informed, but some wish for improved search and a better interface. - Contact Management: With this capability, you can easily organize, update, and categorize contacts, link them to projects, and monitor client interactions. Reviewers appreciate the user-friendly interface, real-time updates for all employees, and customization, though some mention occasional lag and wish for better search options. - Contract/License Management: Track, store, and access client contracts or licenses - CRM: Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system - Customer Database: A collection of customer information such as contact details, demographics, previous interactions, etc. - Customer Engagement: Initiate interactions with customers by proactively starting conversations or providing informational content - Customer Segmentation: Process of dividing customers into groups based on common characteristics - Customer Support: Provide online support for your customers through live chat or help desk functionality - Customizable Branding: Add customized logos and colors to align with company branding - Customizable Fields: Customize data fields to support various needs and use cases - Customizable Reports: Alter the layout and content of reports - Customizable Templates: Pre-designed layouts that can be customized to match preferences and requirements - Dashboard: Assembly of graphs and charts for visualizing and tracking statistics/metrics - Dashboard Creation: Creation and customization of dashboards - Data Import/Export: Import and export data to and from software applications - Data Visualization: Graphical representation of data - Deal Management: Defines specific deal parameters to negotiate and secure deals - Document Management: Store, manage, and track all electronic documents in a centralized location - Document Storage: Store and organize documents in a centralized system - Drag & Drop: Assemble applications and processes by dragging over and arranging pre-built components - Dynamic Modeling: Ability to learn and adapt from interactions with environment and data, and to model varying behavior over time. - Email Management: Manage, store and organize emails within the system or via third-party apps - Email Marketing: Create and send email blasts/campaigns - Email Templates: Pre-made examples and templates for emails - Email Tracking: Track delivered, received, and opened emails - Event Triggered Actions: Predefined actions automatically performed on the occurance of specific events - Field Sales Management: Manage or track sales completed by field teams/employees - File Management: Create, save, and store files - File Sharing: Public or private sharing of digital files such as documents, audio/video, images, and more - For Insurance Industry: Intended to be used by insurers - For iPad Devices: Operate/access software on iPad Devices - For Mac Devices: Operate/access software on Mac Devices - For Sales Teams/Organizations: Caters to sales teams - For Small Businesses: Designed for small businesses - For Startups: Primarily serving startup companies - Forecasting: Form predictions based on past and present data/trends - Goal Setting/Tracking: Establish measurable goals and objectives and track their progress over a specific period of time - Graphical Data Presentation: Visual representation of data using various graphical elements such as charts, graphs, maps & other visual aids - Interaction Tracking: Track interaction history by documenting conversations for contacts - Internal Chat Integration: Incorporation of a chat or messaging system within an organization's internal communication infrastructure - Kanban Board: Visualization tool to organize and optimize tasks and track their status at every stage of workflow - Lead Capture: Automatically identify and save contact information of potential customers - Lead Distribution: Route and distribute your leads to third party buyers - Lead Generation: Manage the process of attracting and converting business prospects into leads - Lead Management: This aspect helps you track, organize, and follow up on leads efficiently, supporting reminders and updates. Some reviewers find it valuable for sales processes and team collaboration, though a few mention it can feel basic or not as user-friendly without extra training. - Lead Nurturing: Engage with a lead throughout the sales process by actively providing information - Lead Qualification: Score a lead on their quality or likelihood to buy based on certain behaviors - Lead Scoring: Score a lead based on quality or likelihood to buy/convert based on predetermined criteria - Lead Segmentation: Divide leads into buckets based on predefined criteria and routing rules - Marketing Automation: Automate workflows and trigger campaigns based on customer actions - Mobile Access: Access software remotely via mobile devices - Mobile App: Access the system via a mobile application - Modeling & Simulation: Using physical, mathematical, or logical models as a basis for simulations to generate data for managerial or technical decision-making - Monitoring: Observe and track the demand, usage, progress or quality of a system, product, or user - Multi-Currency: Manage and handle various international currencies - Opportunity Management: Track all opportunities for potential sales and convert them into recurring revenue - Percent-Complete Tracking: Level of completion within a task - Performance Metrics: A set of indicators that tracks the performance of networks, applications, systems, teams, etc. - Pipeline Management: Track the progress of long term goals, campaigns, and opportunities, for sales, projects, business ventures etc. - Pipeline Reports: Visual representation of sales prospects & how many deals are in your sales funnel, the stage each deal is in, and the value of deals. - Prioritization: Arrange tasks based on the level of priority or urgency - Project Planning: Organize and schedule projects - Project Planning/Scheduling: Defining the project's scope, deliverables, schedules, resources, budget, critical path, dependencies and constraints - Project Templates: Pre-designed project plans that can be customized - Project Tracking: Monitor the progress of projects from start to finish - Proposal Generation: Create proposals based on costs of labor and materials - Prospecting Tools: Tools designed to streamline the process of lead generation and management for sales teams - Quotes/Estimates: Generate quotes or estimates for customers - Real-Time Analytics: Analyze and gain insights into data in real-time - Real-Time Data: Receive data and information in real time - Real-Time Notifications: Notifications that are delivered to users as soon as an event occurs - Real-Time Reporting: Active reporting of data and metrics - Real-Time Updates: Receive system updates as soon as any changes are made - Recurring Tasks: Set the frequency of a task's occurrence - Referral Tracking: Log and store the source of contacts/leads - Reminders: Timed notification for any upcoming task, deadline, appointment, or activity - Reporting & Statistics: Collection, analysis, and representation of numerical data and generation of reports to understand various patterns - Reporting/Analytics: It gives you tools to quickly generate, customize, and download reports for tracking KPIs and sales performance. Reviewers appreciate the intuitive reporting and dashboarding, but some say cross-object reporting is limited and the free version restricts capabilities. - Reporting/Project Tracking: Track task progress, milestones, delays, or other key information and generate reports on them for evaluation - Role-Based Permissions: Set & manage permission levels based on user roles and restrict access to only authorized individuals - Sales Activity Management: Define, track, and/or automate sales activities and sales processes - Sales Forecasting: Estimate of expected sales revenue within a specific time frame, such as quarterly, monthly or yearly based on past trends and reports. - Sales Pipeline Management: You get clear visibility into project and sales progress, with customizable pipelines and easy tracking of opportunities. Reviewers indicate it’s helpful for monitoring sales stages and adapting roles, but some feel it’s basic and would like more customization. - Sales Reports: Reports specific to sales analysis for trends and strategies - Sales Trend Analysis: Analyze the current state of sales data to accurately understand trends and forecast future sales numbers. - Search/Filter: Search and filter data across systems to locate required information by entering keywords or certain criteria - Segmentation: Group leads or contacts based on their specific characteristics - Shared Contacts: Share contacts with other applications like Gmail and CRM - Single Sign On: Allow users to access multiple services after entering their login credentials once - Statistical Analysis: Apply statistical/mathematical models to sets of data - Tagging: Attach digital tags to documents and assets for identification, search, or monitoring purposes - Task Board View: UI looks like task board - Task Editing: Edit task information and all related elements - Task Management: Create, manage and track all task activities and progression - Task Progress Tracking: Track the status and progress of tasks - Task Scheduling: Track and manage the scheduling of tasks - Task Tagging: Add labels or tags to tasks - Template Management: Create, save, and re-purpose templates for emails, forms, etc. - Territory Management: Organize customer data and accounts by user or geography - Third-Party Integration: Addition of necessary external data, applications, tools, or features - Third-Party Integrations: Set up connections to third-party platforms to improve business processes - To-Do List: A digital list of items that need to be completed - Visual Analytics: Interact with data visualization elements, such as charts and graphs, to drill down into data - Web Forms: Web form that allows users to enter data that is sent and processed for different reasons - Web-based Deployment: SaaS, web-based, online deployment - Workflow Automation: Streamlining repetitive tasks and activities through automated and predefined workflows - Workflow Management: Create, design and manage workflows for repetitive tasks --- Get Advice We can help you find the software with the features you need. Features 3.9 (571) 3.9 Based on 571 reviews ## Pricing Value for money 4.0 (465) Free Trial [View pricing plan details](https://www.capterra.com/p/130671/Insightly/pricing/) Plus $29.00 Per User,Per Month It includes: - Apply Task and Event Activity Sets - Assign Sales Teams - Attach Files From Cloud Storage - Automatic Duplicate Detection - Automatic Social Profile Enrichment - Batch Update Records With Ease - Built-in Business Intelligence Dashboards - Calendar and Docs - Calendar and Onedrive - Calendar Sync - Calendar Synchronization - Cloud File Storage Integration - Configurable Project Processes - Configurable Reports - Contact and Organization Management - Contact Sync - Customizable Sales Processes - Customized Report Scheduling and Emailing - Email Templates - Gmail Integration - Insightly Gmail Add-on - Insightly Outlook Add-on - Integrated Project Management - Integration With Google G-Suite Login - Integration With Microsoft Office 365 Login - Lead Management - Mass Emailing - Milestones and Associated Task Tracking - Mobile Contact and Calendar Integration - Mobile Voice Notes - Opportunity Management - Outlook Integration - Over 250 Integrations to Business Apps - Published Web Services AP - Real-Time Mobile Data Synchronization - Relationship Linking - Slack Integration With AI Bot - Standard Support Plan - Task and Event Management - Visualize Leads With Kanban - Web to Lead Capture Professional $49.00 Per User,Per Month It includes: - 100 Customizable Insight Cards - Apply Task and Event Activity Sets - Assign Sales Teams - Attach Files From Cloud Storage - Automatic Duplicate Detection - Automatic Social Profile Enrichment - Batch Update Records With Ease - Build and Share Customized BI Dashboards - Built-in Business Intelligence Dashboards - Calendar and Disintegration With Microsoft Office 365 Login - Calendar and Onedrive - Calendar Synchronization - Cloud File Storage Integration - Complete Workflow Automation - Configurable Project Processes - Configurable Reports - Configurable Webhooks - Contact and Organization Management - Contact Sync - Customizable Sales Processes - Customized Report Scheduling and Emailing - Custom Object Creation - Email Templates - Gmail Integration - Insightlygmail Add-on - Insightly Outlook Add-on - Integrated Project Management - Integration With Google G-Suite Login - Lead Assignment and Routing - Lead Management - Mass Emailing - Milestones and Associated Task Tracking - Mobile Contact and Calendar Integration - Mobile Voice Notes - Opportunity Management - Outlook Integration - Over 250 Integrations to Business Apps - Published Web Services Apocenter Sync - Real-Time Mobile Data Synchronization - Relationship Linking - Schedule Outbound Emails - Slack Integration With AI Bot - Standard Support Plan - Task and Event Management - Visualize Leads With Kanban - Web to Lead Capture Enterprise $99.00 Per User,Per Month It includes: - Apply Task and Event Activity Sets - Assign Sales Teams - Attach Files From Cloud Storage - Automatic Duplicate Detection - Automatic Social Profile Enrichment - Batch Update Records With Ease - Build and Share Customized BI Dashboards - Built-in Business Intelligence Dashboards - Calculated Fields on Any Object - Calendar and Disintegration With Microsoft Office 365 Login - Calendar and Onedrive - Calendar Sync - Calendar Synchronization - Cloud File Storage Integration - Complete Workflow Automation - Configurable Project Processes - Configurable Reports - Configurable Webhooks - Contact and Organization Management - Contact Sync - Customizable Sales Processes - Customized Report Scheduling and Emailing - Custom Object Creation - Custom Validation Rules - Dynamic Page Layout Rules - Email Templates - Gmail Integration - Insightlygmail Add-on - Insightly Outlook Add-on - Integrated Project Management - Integration With Google G-Suite Login - Lambda Function Authoring and Execution - Lead Assignment and Routing - Lead Management - Mass Emailing - Milestones and Associated Task Tracking - Mobile Contact and Calendar Integration - Mobile Voice Notes - Opportunity Management - Outlook Integration - Over 250 Integrations to Business Apps - Published Web Services AP - Real-Time Mobile Data Synchronization - Relationship Linking - Schedule Outbound Emails - Slack Integration With AI Bot - Standard Support Plan - Task and Event Management - Unlimited Customizable Insight Cards - Visualize Leads With Kanban - Web to Lead Capture Value for money 4.0 (465) 4.0 Based on 465 reviews ## Integrations [ Google Drive](https://www.capterra.com/p/161425/Drive/)[ Slack](https://www.capterra.com/p/135003/Slack/)[ Trello](https://www.capterra.com/p/211559/Trello/)[ Dropbox](https://www.capterra.com/p/143068/Dropbox-Business/)[ Mailchimp](https://www.capterra.com/p/110228/MailChimp/)[ Google Workspace](https://www.capterra.com/p/247901/Google-Workspace/)[ Microsoft 365](https://www.capterra.com/p/227157/Microsoft-365/)[ Asana](https://www.capterra.com/p/184581/Asana-PM/) 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. ## Support, customer service and training options Customer Service 3.8 (454) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 3.8 (454) 3.8 Based on 454 reviews ## User reviews Overall rating 4.0 Based on 655 reviews Filter by rating 5(237) 4(280) 3(88) 2(20) 1(30) Mentioned topic Sorted by most recent PT Piergiorgio Tamiazzo C. Project Manager Individual & Family Services ### "Insightly Potrays Simplicity, Reliability and Accuracy" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 July 19, 2026 My overall experience with Insightly is exceptional. Insightly is a poweful and reliable tool that gives us value for money. Pros The user interface of Insightly is friendly and easy to navigate. It is an effective and reliable customer relationship management tool that streamlines task management. Cons When it comes to using Insightly, I do not encounter problems. Insightly has exceptional capabilities. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. AN Anonymous User Founder and Financial Advisor Financial Services ### "Worthy place to start...depends on what you need to finish" 3.0 Overall Rating 3.0 3.0 Ease of Use 3.0 3.0 Features 2.0 2.0 Customer Service 3.0 3.0 Likelihood to Recommend 6/10 December 16, 2025 Overall, the challenges I encountered may not apply to everyone, and it was a solid platform for getting started. However, as my business grew, it did not scale in the way I ultimately needed. I operate in a highly regulated environment, which requires more robust capabilities as complexity increases Pros I found Insightly to be very easy to get started with, and from a cost standpoint, it felt like a practical, cost-effective option. I liked how simple it was to connect related contacts and keep track of important life events and milestones. Setting up routine tasks and activity reminders was also straightforward, which made it easier to stay organized and maintain consistent, timely engagement with clients. Cons The integrations with other applications wasn't as strong as I was looking for at the time. I run an operation with less than 5 people and we use a lot of outside applications for our business to run and it did not play well with them or not at all. This is something that has probably grown over time, but it did not happen in time for me to find another platform that did it much better. Alternatives considered [Wealthbox](https://www.capterra.com/p/175666/Wealthbox/) [Redtail CRM](https://www.capterra.com/p/121349/RedTail-CRM/) [HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/) Reasons for choosing Insightly I started with Insighlty because it seemed easy to use, but ultimately switched to HubSpot for the integration features. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. MB Mark B. Owner Broker Insurance ### "Insightly is a modern CRM" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 5.0 5.0 Customer Service 3.0 3.0 Likelihood to Recommend 7/10 September 19, 2025 The individual plus plan had very limited features and benefits. The Team plan was a lot more expensive and benefit rich software. I found it to be out of my budget and not very helpful. Pros It offers very good Security, has a fair Value for Money for individuals and teams. Good expensive Customer Support if needed. Good amount of Task Management Features and strong Team Collaboration features. Cons Customer support for individuals is all by email, or text. Guided Onboarding or Live support available at $1500 to $3000 for Premier Support. The individual plus plan had very limited features and benefits. The Team plan was a lot more expensive and benefit rich software. Alternatives considered [monday CRM](https://www.capterra.com/p/245800/Monday-CRM/) [Nutshell](https://www.capterra.com/p/144340/Nutshell/) Reasons for choosing Insightly in Insightly was pretty good at this and looked easier to use. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. HA Hamdi A. Product Owner Internet ### "Un outil qui combine la gestion des projet et un CRM utile pour l'accompagnement client de A à Z" 4.0 Overall Rating 4.0 4.0 Ease of Use 5.0 5.0 Features 3.0 3.0 Customer Service 0.0 0.0 Likelihood to Recommend 8/10 January 13, 2025 J'ai utilisé cet outil pour les projet simple dans sa version gratuite. Pros J'ai apprécié l'interface qui été intuitive et facile d'utilisation. un point fort aussi c'est d'avoir cette liberté de personnaliser les tableaux de bord. Cons C'est que la version gratuite est assez limitée au niveau des fonctionnlités. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Peter W. Sales Analyst Financial Services ### "Good for small company but not scaling tech companies!" 3.0 Overall Rating 3.0 3.0 Ease of Use 2.0 2.0 Features 3.0 3.0 Customer Service 2.0 2.0 Likelihood to Recommend 4/10 January 12, 2025 It worked when we were a small company, but as we scaled it became worse. Pros Highly customisable and cheap CRM to set up. Cons Problematic to use and lacks of automation and integrations Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. WA Wilcox A. Managing Solicitor Legal Services ### "Insightly does what we need it to do." 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 8/10 September 20, 2024 It meets our needs,that might not sound glowing,but it is meant to be. Pros 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.Additionally I like the Kanban view for tracking projects and the ability to pull reports and filter projects. Cons Wish we could customize more fields in Kanban view and assign colours for categorization. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. LA Luis A. Sales Manager Educational Products Education Management ### "A versatile CRM Tool" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 August 30, 2024 By centralizing customer data, communication history, and project details in one platform, Insightly eliminates the need for multiple disjointed systems, reducing the chances of information silos and miscommunication. Pros Its intuitive user interface, making it easy for teams to adopt and use efficiently. The customizability of pipelines, dashboards, and reports enable users to tailor the system to their specific needs. Cons The reporting and analytics tools to be less advanced compared to other CRM platforms, making it challenging to create highly customized or in-depth reports. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. Pier Ludovico B. CEO Management Consulting ### "DON’T REGISTER! Once you are in they lock you in a cage and throw away the key " 1.0 Overall Rating 1.0 1.0 Ease of Use 1.0 1.0 Features 2.0 2.0 Customer Service 1.0 1.0 Likelihood to Recommend 0/10 June 26, 2024 Pros It was extremely easy to install, even though I wanted to clarify some features and it was impossible. Cons I registered, I used it for a while for CRM purposes and then I wanted to close my account. IMPOSSIBLE! Insightly is spamming every day and there’s no way to go out of this day & nightmare Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Response from Vendor July 8, 2024 Hello Pier, I hope all is well. It looks like your free Insightly account was still subscribed to one of our email lists. I removed you from that list to prevent further messaging. I'm sorry for the inconvenience. If there is another account I'm not aware of, please let me know. AC Amanda C. Director of Customer Service Food & Beverages ### "Solid & Easy to Use CRM" 4.0 Overall Rating 4.0 4.0 Ease of Use 5.0 5.0 Features 3.0 3.0 Customer Service 3.0 3.0 Likelihood to Recommend 7/10 June 11, 2024 Pros Very user friendly, custom views for all users is great, reporting is excellent. Custom modules have their limitations but have worked very well for our business so far. Cons There needs to be a better way to link related requests to opportunities. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. JV Jim V. VP Sales and Marketing Construction ### "12 good years of using Insightly CRM" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 June 10, 2024 I love it. If not for Insightly I'd be using spreadsheets and going crazy trying to track my long list of clients that includes boiler system bids, direct commercial and industrial system sales, building and maintaining relationships with mechanical engineers and architects, and a good number of residential boiler prospects. Pros Insightly's design is intuitive and easy to understand how to set up. I recall starting to use it on the first day, right after an initial walkthrough. We did not hire anyone to assist. Then I evolved the setup as time went by. Opportunities & Projects are key to us and with good naming practices they are easy to refer to as needed in the future after completion: such as "2023..Smith Company-New boiler project". And all parties connected to a Project can be linked so easily. Attach price quotes to it: ours to the client and supplier to us. Automatic tasks when you change from Opportunity to Project can alert others to place orders, put into our financial software, etc... Cons They like to push their AppConnect but we really don't need that level of complexity AND they have lots of built-in interfaces into other apps like Quickbooks (which is limited but great for small business situations where elegant interfaces are not needed. Also, we tried their Service apps and found them lacking for the kind of Service that my company does: We install boiler systems and provide ongoing services for them--not free or by annual contract. So we needed a way to easily send invoices and collect $ for work done. Insightly seemed to be oriented to Software service contract situations where annual contracts are the norm and all interactions are free and nobody leaves the office. I suppose it is good for that but not so much where you have trucks driving 100 miles to do a repair. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. Response from Vendor August 15, 2024 Wow, Jim. Thank you for sharing your story! It's amazing to hear Insightly has served your business successfully for so long. We'd love to get in touch with you to learn more. If you're interested, please email rewards@insight.ly! [View all Reviews](https://www.capterra.com/p/130671/Insightly/reviews/) ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox. 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