# Page 11 | Insightly Reviews 2026. Verified Reviews, Pros & Cons | Capterra

> Page 11 - 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

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Insightly

4 (654)

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Last updated March 13th, 2026

# Page 11 - Reviews of Insightly

## Showing most helpful reviews

Showing 251-275 of 654 Reviews

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Most Helpful

Rating

Company Size

Reviewer's Role

Length of Use

Frequency of Use

VR

Verified Reviewer  
Owner  
  
Used the software for: 2+ years

### "Excellent product."

April 20, 2018

5.0

Keeping track of clients and conversations and emails.

Pros

So easy to use, so many features and help online is excellent. I cannot speak highly enough about how good this product is.

Cons

Not much to say here. I think the dashboard could be better, but I really do not have much bad to say about this quality product.

Review Source

NC

Nicj C.  
Managing Partner  
Management Consulting  
Used the software for: 6-12 months

### "Growing up: Insightly"

August 1, 2018

3.0

Insightly would be a great beta. However, if you are looking for a developed and smooth interface without a huge learning curve it is not the best choice.

Pros

Seemingly easy to navigate, though using its full feature set will require some passionate googling. Also, seems to integrate with Google well (ish). The ability to customize the CRM with project management is nice. I like the idea of project management being right next to the CRM. It's wonderful. There are opportunities to automate some of this. The initial price is great, however, the extras are a bit pricey.

Cons

Insightly relies on tired party apps/integrations to create its streamlined workflows. Syncing contacts from Google requires an extra per user from a third party. I was surprised at the lack of basic function there. Setup interface is more of a giant control panel which is a bit overwhelming. Knowing where settings live takes a lot of click and hope. The interface is kindly described as clunky. Think google groups vs Trello. This app is more on the google groups side. It's functional. Insightly's feature set is somewhat deceptive when they are in sales mode. Yes it can do what it says. But, it's not as easy as it looks. As in, time can go die in their settings panels.

Review Source

Lily W.  
Personal Assistant  
Business Supplies and Equipment  
Used the software for: 1-2 years

### "great for marketing products"

August 25, 2019

5.0

Pros

I like how I can use this platform to find marketers who need product awareness bloggers to work for.

Cons

I do not like how I have to pay a monthly fee to use this platform.

Review Source

Response from Insightly

August 27, 2019

Hi Lily, Thank you for your feedback and enthusiasm about Insightly CRM! Your experience and satisfaction with Insightly CRM are our priority and we're excited your experience reflects that. We look forward to creating many more great Insightly CRM moments for you. Make sure to keep up with Insightly news and updates, follow us on Twitter and Facebook.

HD

Harley D.  
Owner  
Construction  
Used the software for: 2+ years

### "Excellent CRM for small Business"

May 12, 2020

4.0

I use this as my personal CRM, so if a customizeable CRM is not required this is certainly an option

Pros

Extremely inexpensive software for small business with good bulk mailing features and document storage.

Cons

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

Reason for choosing Insightly

Cost

Review Source

MJ

Morgan J.  
Business Development Executive  
Computer Software  
Used the software for: 6-12 months

### "More Business Tracker Than CRM"

September 14, 2020

3.0

It’s generally fine if you’re looking specifically for business info, ie sales progress, total leads generated, etc. as a CRM it is definitely not the best

Pros

You can easily look up Leads/Opportunities/Customers by any of the information listed on their profile. It’s also easy to transition the stages of accts

Cons

In general, navigating the software is unnecessarily difficult. There’s almost too much information to effectively use as a CRM and the learning curve isn’t the easiest.

Review Source

CB

Chelsey B.  
Account Management  
Renewables & Environment  
Used the software for: 2+ years

### "Insightly for Dummies"

October 11, 2022

5.0

Pros

It is easy to use, I can read what needs to happen. The reporting system is fantastic.

Cons

Reports can take a minute to load, I assume its from all the updating from the reports. Not a bad thing, but it is timely.

Review Source

TC

Tom C.  
President  
Computer Software  
Used the software for: 2+ years

### "Insightly offers great features, ease of use, and low cost. "

April 9, 2015

4.5

Pros

Insightly is a very powerful toolkit, and incorporates both CRM and project management into the same application.  This makes it easier to keep track of status, and gives a single list of tasks which can show everything that needs to happen organized by person or by project. Insightly has more powerful sales pipeline management, strong task management, and integrates CRM and projects.   I use Google Apps for Business. Insightly has a direct integration with Google Apps.  This makes user management simple, and allows me some "extras" because their tool works nicely with Gmail.

Cons

On the negative side, the permissions are more "liberal" than some competitors making it harder to block people from access to project information. You need to have a user account for every person working on each project, which may mean you have to buy a larger number of users than are in your organization.

Review Source

MP

Melinda P.  
Entrepreneur  
Apparel & Fashion  
Used the software for: 2+ years

### "Insightly is a great CRM and easy to use"

October 31, 2019

5.0

My experience with Insightly has been great and has helped me to stay on top of my short and long term goals.

Pros

I love the to-do list and the fact that it makes it so much easier in business to keep everyone on the same page. I also love the ease of use of this CRM. I've used others that are much more complicated and have quite the learning curve.

Cons

The costs of the paid verson is a little bit out of my budget and the free version doesn't offer the same perks.

Review Source

Response from Insightly

November 4, 2019

Hi Melinda, Thank you for your feedback and enthusiasm about Insightly CRM! Your experience and satisfaction with Insightly CRM are our priority and we're excited your experience reflects that. We look forward to creating many more great Insightly CRM moments for you. Make sure to keep up with Insightly news and updates, follow us on Twitter and Facebook.

SB

Susan B.  
Digital Business and Marketing Consultant  
Marketing and Advertising  
Used the software for: 1-2 years

### "When you need a CRM for small teams without the big price"

September 15, 2017

4.0

Affordability is the name of the game. Also, the simplicity of the software makes it easy to train business owners and clients on utilizing the system (very intuitive for small CRM needs). Integration with gmail is a great feature for this audience as well.

Pros

I really like Insightly as a budget option CRM for small businesses, and it's features have really grown over the years. The pros: Pricing - free option, can't beat that - the free option is good for up to 2 users, and 2500 contacts. Very nice integration with Gmail and Chrome, that allows for a decent project management system to go. Slack and Mailchimp integration for paid plans. Segmentation and workflows for certain paid level plans. It's definitely worth a look for smaller businesses.

Cons

Its simplicity is its drawback. For some, it will be too simple and too basic for more robust CRM needs.

Review Source

EC

Evan C.  
Sales  
Construction  
Used the software for: 2+ years

### "Using as a CRM for 8 years"

April 23, 2018

2.0

Like the Applebee's of CRM's

Pros

Captures emails Stores Data Easy Import/Export Intigrates with Mail Chimp nicely If you have a full-time staff DB manager this could work

Cons

Not good for a small business. WAY to over complicated They figured out a few years back that leads and contacts are diferent so I tried to export all of the contact (they only had the contact option at the time) to leads. But it won't export the address feild because they formatted it differently in the two areas. Customer service is horrible.

Review Source

SB

Sujata B.  
Influencer  
Entertainment  
Used the software for: I used a free trial

### "A very useful software"

September 9, 2023

4.0

It seems like a very useful software for small companies like us and it does a great and useful job of contact database management, which we are in need of. Will be getting the full version soon so we will know more about it in detail,

Pros

In the free trial version, I am liking the contact database structure of the software and ability to manage them in a simplified way. Clients can be contacted directly and vice versa for any sales feedbacks or any product issues. It is a very good CRM software.

Cons

So far there are no any cons. However, we will know more after we get the full version of the software.

Review Source

VR

Verified Reviewer  
Business Development Manager  
Computer Software  
Used the software for: 6-12 months

### "Easy to use, easy to set up."

June 9, 2017

4.0

Pros

Very easy to get up and running for a small team. The implementation is simple and straightforward and doesn't require any deep technical knowledge. Screens are clean and easy to navigate.

Cons

Not the deepest functionality but we're also going between the free and most basic paid version. I'm sure the options expand as you go up in the service but at the very baseline it's pretty bare bones in what can be done. Overall it accomplishes what a basic CRM should do but, and rightfully so, as soon as you want a little more than basic functions you will be required to pay to upgrade.

Review Source

Erik H.  
Owner/Managing Member  
  
Used the software for: Less than 6 months

### "Excellent CRM with robust features. Great for established businesses as well as start-ups."

June 7, 2017

4.0

Helps us to better manage our business, from contacts to opportunities.

Pros

Easy to use with a manageable learning curve. My wife and business partner who is not very technologically savvy was able to learn the core features very quickly. Excellent customer support and database of tutorial videos. Excellent integration with Gmail allowing one to seamlessly import emails into Insightly. Intuitive layout.

Cons

You have to save a profile that you are creating in order to add an image of the contact. Makes for an added step that when adding multiple contacts can take up a significant amount of time.

Review Source

Gabriel S.  
Founder  
Management Consulting  
Used the software for: 1-2 years

### "A great entry level option"

January 23, 2016

5.0

May not be as full featured as the bigger CRM's, but that's not the point. Great for use in a small business with a couple employees. It can provide a good solution to keeping all the data and info in a single place, and is pretty quick to get up and running.

Pros

\- Hooks up to Zapier which means you can connect it to or have it do just about anything else - Plenty of features to get started - Easy enough to use

Cons

\- Potentially cluttered or confusing for some first time CRM users - Can be convoluted in it's UX and use logic

Review Source

ML

Melissa L.  
Behaviour Analyst  
Primary/Secondary Education  
Used the software for: Less than 6 months

### "insightly better match for me"

October 3, 2016

4.0

On a modest budget and with very limited knowledge of CRM software, I recently trailed SalesforceIQ to use as my first CRM software for my small skills training business where I handle client inquiries, registrations, invoicing via QB online and other case management activities. For salesforce to do what I wanted it to, I would have needed to go beyond the 'out-of-the-box' version which was way beyond my price range. I looked into Insightly which offers both client tracking and project management. I have been so happy with the ease-of-use of this software and the ways that I can customize my use of it with the smark project management aspects which I can link to contacts and leads easily to keep track of waitlists for upcoming training blocks. Although Insightly requires me to use a link when emailing clients outside of insightly to sync these correspondences (unlike Salesforce which does this automatically for you), I actually prefer this method which gives me an extra layer of assurance that my practices are following more stringent privacy standards - I also turned off the auto-search social profiles function to remain compliant with my privacy policies (no-one consented to that and I don't need to collect that info). I am still working on making the interface seamless for what I want it to do, but it is already saving me so much time and stress in keeping track of all my leads and no missing out on potential business. I love the email templates as well! Worth every penny!

Review Source

VR

Verified Reviewer  
Lead Web Developer & Founder  
  
Used the software for: 6-12 months

### "easy to use all in one CRM system to any size business"

April 17, 2018

4.0

Pros

insightly is an easy to use all in one CRM system to any size business - add team members and delegate tasks and leads

Cons

it's perhaps not the easiest to use compared to other crms, and the cost is a con. otherwise perfectly fine to us

Review Source

MR

Matt R.  
Managing Director  
Management Consulting  
Used the software for: Less than 6 months

### "Insightly is a good choice for small software-savvy operations "

December 6, 2016

4.0

Our small agency needed a small CRM and Project Management support package so we went looking for a good fit. The person who chose Insightly did her due diligence in terms of functional comparison and interface design. The problem was that the person who selected Insightly had no experience with lead tracking or project management, let alone the software packages that save time and enable information sharing. Still, upon installation, the Insightly program did a fair job. Where there was friction and frustration was having to devote the time, and align our thinking with their software designers, to implement the software on different Windows platforms we had among our small team. (Our problem, we know.) While the newby on the team found she could use Insightly after some (time consuming) tutorial watching, the guy with more CRM, contact management and project management experience found Insightly to be less intuitive and more clunky when it came to smoothly integrating with Outlook, Google contacts and calendar. Take all of this with a grain of salt, please, because we loaded the free version. Still, before paying for any upgraded functionality, we are looking for a product that behaves as intuitively as it should it it was designed by busy agency professionals who need to switch functions on a dime, just after a client contact, or integrate easily with other packages.

Pros

Very simple, non-intimidating interface. Tries to be homey and welcoming to very small businesses. Earnest effort to serve up helpful hints. Looks like it doesn't require a lot of time to use.

Cons

Not particularly business-like, visually. Cutesy. Not as intuitive an interface as expected. Glyphs and symbols are not immediately intuitive. More clunky when it came to integrating with Outlook, Google contacts and calendar.

Review Source

FH

Felicia H.  
Owner  
Alternative Medicine  
Used the software for: 6-12 months

### "Great way to manage leads"

January 3, 2020

4.0

Overall we have been happy with the help Insightly has provided to us while starting up online marketing and advertisement. It has allowed us to better track our investment as well as track our leads and follow-up with people in appropriate time gaps.

Pros

This product has allowed us to streamline our online marketing ads into a funnel/pipeline. Once you have it set up, then it is really easy to track leads and continue to follow-up with them. This allows you to track this, time things out and automate it all.

Cons

The thing I liked least about the software is setting everything up for your campaigns. It's a lot of work to set everything up, although I don't think that is the fault of the software, just part of the job of creating content, and following up with leads in different funnels.

Review Source

Response from Insightly

January 6, 2020

Hi Felicia, 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!

BL

Bianca L.  
Business Development Manager  
  
Used the software for: 6-12 months

### "Easy to use software!"

August 1, 2018

5.0

Pros

Recently we switched from Salesforce to Insightly. This is a perfect software for a smaller, growing company. It's extremely easy to use. The cost was much lower than previous softwares we used and it has all the same features we were utilizing.

Cons

When you sign up you only get two trainings where they walk you through the platform and teach you what features you have and how to set them up. If you need anymore you have to pay which I don't agree with. However, as I mentioned before it's extremely easy to use and when I have had questions in the past they have responded right away.

Review Source

VR

Verified Reviewer  
Senior Account Director  
Marketing and Advertising  
Used the software for: 1-2 years

### "Effective CRM Tool"

December 15, 2019

4.0

We use Insightly to manage all of our sales leads & process.

Pros

Insightly is a fairly comprehensive CRM tool - it integrates neatly with Outlook allowing us to tie email comms to sales follow up quite seamlessly.

Cons

Whilst there is an extensive reporting functionality available - the basic levels of reports do not generate enough information so we have had to build custom reports to suit our business needs.

Review Source

sD

sherae D.  
communications officer  
Consumer Services  
Used the software for: 6-12 months

### "Very reliable, makes record keeping easy"

March 25, 2021

5.0

Overall not a bad software. Provides opportunities to improve customer service.

Pros

Very reliable tool that allows you to document everything from start to finish easily. I like the fact that it offers many features that other apps are charging us for. It also operates well with other marketing initiatives.

Cons

Task portion of the app is a bit complicated and takes too many steps. Hate that notes aren't automatically refreshed.

Switched from

[Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/)

Too difficult to set up and the pricing was a bit much.

Review Source

aP

alvaro P.  
cx scheduler  
Oil & Energy  
Used the software for: Less than 6 months

### "work in progress"

February 25, 2023

4.0

ive only used it for about 3 months. ive used 6 or 7 Crms in the past in Solar sales, Automotive sale sand Service tech operaations, and i think that insightly is heading in the right direction.

Pros

Clean presentation, Good color contrast makes it easy to see and read, and use. Specially if you are working long hours

Cons

Sometimes it takes too long to interact with other software. we use twilio for phone system, and somtimes corky. Should have a phone system module with call recording. some of the JOTforms can use some more combo boxes and dropdowns.

Review Source

AN

Alexander N.  
Tax Professional  
Accounting  
Used the software for: 2+ years

### "Simple CRM software with a lot of features!"

April 22, 2018

4.0

It is help me to organize my work flow.

Pros

Free version and reasonable price for other plans. A lot of free integration, include for free version.

Cons

No two way G Suite (Gmail) integration - only throw PieSync, but PieSync is very expensive for me. And limited records for each plan too.

Review Source

VR

Verified Reviewer  
Founder & Managing Attorney  
Law Practice  
Used the software for: 2+ years

### "I use it every day"

February 6, 2018

5.0

Pros

I use this CRM every day. It was very easy to use and easy to set up. The workflow is easy and I love having it.

Cons

They don't release features as frequently as often as they should. Other than that, I do not have any complaints.

Review Source

Michael D. W.  
Founder / Interactive Project Director  
Marketing and Advertising  
Used the software for: 6-12 months

### "Nice set of features"

March 6, 2019

4.0

Pros

My favorite feature is the being able to tag my contacts -- helps me search and keep in contact with those most important.

Cons

I haven't found anything that I don't dislike about this product.

Review Source

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