# Page 12 | Insightly Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Page 12 - 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 # Page 12 - Reviews of Insightly ## Showing most helpful reviews Showing 276-300 of 654 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use VR Verified Reviewer Writer Producer Marketing and Advertising Used the software for: I used a free trial ### "Strange import & Instant Gmail Issues" July 14, 2017 1.0 Cons I hadn't even started when I opened what I thought was a new app - only to have a whole slew of contacts, projects, tasks etc - flood what was a new account. On top of this, since I used a gmail - now Insightly demands to have access to my accounts before getting into my gmail which has screwed up my workflow - and I hadn't even STARTED using the program. There is no phone number so you can't even talk to a human. I've reached out to two people on LinkedIn associated with the company. We'll see if anyone gets back to me. Review Source VR Verified Reviewer Owner Marketing and Advertising Used the software for: 1-2 years ### "Great CRM for G Suite users" August 28, 2018 4.0 Pros For G Suite users, you'll have a CRM directly linked to your inbox. Insightly is easy to use and there are lots of features to allow you to customize the CRM to your liking. Insightly is competitively priced and they also offer a free version. Cons I didn't care for the design of Insightly. I also would have liked to have more marketing integrations added to Insightly such as email list integration and landing pages. Review Source VR Verified Reviewer Owner Entertainment Used the software for: 6-12 months ### "Full Features, Not all are Robust" August 27, 2018 3.0 The CRM functions in Insightly have been useful to my business. Overall, I found lots of small issues and bugs, and when I reached out to customer support, I had significant delays in the response time. Most of the time, the bugs would vanish before the support team had a chance to respond to me. Pros I liked the level of customization that was available with the Business subscription. Cons I didn't like that the software seemed to slow down as I added more leads and companies. Eventually my custom filters stopped working due to "complexity", even though those same filters used to work in the past. Review Source EB ERic B. CEO Marketing and Advertising Used the software for: 6-12 months ### "Its not a true CRM" October 17, 2019 1.0 Very poor, support fast but mostly apologizes for lack of functionality as a CRM Pros Liked the color scheme and some aspects of its navigation Cons Amazingly you can not actually manage customer contact via email. The software does not support HTML email. And of the text based email you can not run a report of clients who have opened or read the email, not can you even create a list. How can you call yourself Customer Relationship Management if you can not manage email communication. Finally, beware the have a no refund policy. Review Source MB Melody B. Customer Service Utilities Used the software for: Less than 6 months ### "Easy to use" October 14, 2022 5.0 It's good, easy to use once you navigate what you need. Pros Its has link options and notation available for all parties. Cons Would like more customization for parties/groups. Review Source JV Jaime V. Senior Product Manager, Enterprise Content Management & Cloud Real Estate Used the software for: 1-2 years ### "Simplicity and Power in one CRM Solution" October 8, 2018 5.0 Pros Super intuitive to navigate, operate, and optimize. Everything just makes sense. I have worked with other more expensive systems before but none of them can beat the simplicity and functionality that Insightly offers. Cons The product continues to improve over time. Most of the things that I didn't like about the system are no longer an issue. For example, Insightly now offers great customizable dashboards. Review Source DA Donesha A. Administrative Manager Non-Profit Organization Management Used the software for: 1-2 years ### "2 thumbs up for Insightly!" October 17, 2022 5.0 Pros The features are easy to use and to customize. My favorite features are the lead generation, email templates and the tagging feature. The tagging feature makes it so easy to categorize contacts. Cons I wish there was an option to view the date when a contact was tagged to a specific catergory Review Source VR Verified Reviewer Account Executive Events Services Used the software for: 6-12 months ### "A Very Basic CRM" October 18, 2018 3.0 Since we migrated to another platform, I no longer use this software, but, as mentioned, it is decent for the average small business that doesn’t need any marketing automation. Pros Insightly is a CRM, for sure. Customer Relationship Management...so, if you are seeking a glorified “Rolodex” then this software will suite your needs. Cons While you can send out e-mails from within Insightly, you really can only do so much with it. It does not have any marketing automation included. This is a huge drawback. We switched to a better CRM solution because of this reason. Review Source MW Madeline W. Initial Funding Manager Architecture & Planning Used the software for: 2+ years ### "Title" October 24, 2022 4.0 Pros It's mostly easy and reliable. Daily basis pretty easy to use. Cons That reports only load once an hour. Makes it hard to work faster. Review Source VR Verified Reviewer President Outsourcing/Offshoring Used the software for: 2+ years ### "Excellent Option" March 11, 2019 5.0 Insightly is very flexible and very intelligently designed. They are very stable and have only gotten better and better over the 3.5 years we have used them. Pros Very logical layout, very stable, and they are always improving. Cons There is nothing that I would change about this product. Review Source AR Adarsh R. CEO E-Learning Used the software for: 2+ years ### "Solid entry-level CRM" February 13, 2018 4.0 It's a specialized tool, so I wouldn't recommend it unless I have the time to sit down and show someone how to set it up. But overall, the platform is robust and scales well as your needs evolve. Pros Setting up the product is straightforward Logging sales activities, leads, etc. is easy Collaborating with a team is easy, and the internal task management flow is solid Email logging is very nice and effective Cons The UI is very dated, and feels like a step up from Microsoft Access The visuals in general are lacking -- I'd like to see better reporting No email tracking (i.e. tracking opens), so we have to use hubspot sales for that Review Source AB Amelia B. President Philanthropy Used the software for: Less than 6 months ### "Insightly- huge issues subscribing and being over charged with no access to customer support" December 21, 2017 2.0 Pros It is relatively easy to use and has great features including e-mail notifications of assigned tasks. The price is low and they even offered me a nonprofit discount. The trial period helped me to choose this as our CRM. Cons I literally "tried" to subscribe many times but kept getting error messages saying that our trial period has expired and I could not access any of the information and projects that I stored even though I was putting in my credit card number in order to turn the trial into a purchased membership. I tried many times to alert customer service of the issue and heard no response. Eventually I gave up and chose another CRM. In the meantime, I came to find that I had been being charged with each attempt to become a member even though I still wasn't able to log in and use the system because my trial expired.... It took a while but I finally got my money back and moved on. Review Source RJ Rob J. COO Media Production Used the software for: 1-2 years ### "Great CRM system for the small business" April 8, 2016 3.5 Pros I have already recommended this product to several people who are just getting started into the CRM world. Many small businesses need a CRM system that helps them organize and track leads, referrals, and potential clients through the sales pipeline. This system is the answer. Cons The free version doesn't offer some reporting mechanisms that seem obvious...but then again, I'm using the free version, so I really can't complain! The other issue I have is that it functions a bit slowly sometimes. Other websites work very smoothly and behave like they're running on my desktop, but the Insightly website can be a bit chunky. Also, the web app is weak. It doesn't have near the functionality of the website. Not sure if that is because I'm using the free version or not. Review Source VR Verified Reviewer Founder Used the software for: Less than 6 months ### "A modern and hip program that is easy to understand and rock with." March 21, 2018 4.0 If I had more funds, this program would be great. Lots of solid tools and good client tracking! I enjoyed the interface the most... I know silly but if its not easy to look at.. why spend 9 hrs a day looking at it right? Pros I used this program for a few weeks trying it out to see if it would work with our teams flow. It provided a lot of great insight into our clients. One feature I did want to sped more time looking at was the integration with 3party apps like Google Docs. We also made good use of the mile stones and project management settings. Review Source Carlos Eduardo D. Co-Founder Used the software for: Less than 6 months ### "Excellent tool for improved organisation" March 7, 2018 5.0 Pros It's a full featured app which helped improve our business processes, since new clients' opportunities, prospects, organize contacts (both clients and partners), besides keeping tracks of emails and new leads. Cons It also have some kind of project management, but I think it can't really replace a focused solution. The user interface has a lot of information at the same time and the website isn't adaptive to mobile screens, so users are required to download their native application (iOS and Android). Review Source RA Randy A. Proposal review Design Used the software for: 6-12 months ### "Best Product Ever " October 24, 2022 5.0 Helps us keep track of all statuses of all solar accounts Pros Very useful in managing tasks and working through solar projects Cons Nothing, everything about this product is top tier Review Source AJ Andres J. CEO Computer Software Used the software for: 2+ years ### "Easy to use CRM for small to medium businesses" August 22, 2018 4.0 Pros Easy to setup. Free tier gives you great tools and could be great for small businesses and entrepreneurs. Cons User Interface could be improved. You’ll need to complement it with other tools to automate all the process. Review Source CT Catherine T. Special projects Primary/Secondary Education Used the software for: 1-2 years ### "Great beginner CRM for small organizations!" April 19, 2017 4.0 Free version worth trying out, if you're on the fence. Pros The price point was great for those starting out and not looking to invest in a lot of money upfront - I've used this with a couple different organizations, and have been happy with it on the startup side. It's fairly simple and intuitive to use - I love the tagging and cloud feature the most. Also, you can set alerts! Interface is "pretty" and features don't feel overwhelming. Cons The Reports can't be customized as much as we'd like. The simplicity is also it's weakness. It can have fairly basic features, and we've found that it's not robust enough for our organization as we've grown. It won't do everything you need (but it's hard to find a software that does!). Review Source AA Alex A. Marketing and Advertising Used the software for: ### "Poor Understanding of how People Use CRM but some cool features." May 21, 2014 2.0 Insightly would be GREAT if they could change the following things: 1) Contacts / LEads need to be easily assigned and sorted by an OWNER. They are missing the idea that someone OWNs a lead. When you invest $50 to create a lead, you don't send that to EVERYONE in the organization by default and hope for the best. 2) No autoresponder email function!!!! This is a deal killer. 3) No ability to mass edit ownership of a lead, you have to click into the lead, select the permission. Its 5 clicks that should be one click at the lead overview level so you can assign 100 leads to another person with one feel swoop. 4) Opportiunity reports do not have the CONTACT NAME that the Opportunity is associated with. This has a long way to go. Pros Nice interface. Cons Really really poor user interface, perhaps the worst ever. Review Source Response from Insightly June 16, 2014 Just updating for the record as some of this information is incorrect: 1) You could create a custom field on the contact record and specifically assign the lead/contact to a person. 2) At this time we do not have native email capabilities from Insightly. It is something on our product roadmap. In the meantime you can use our integration with MailChimp to send mass emails. 3) You can mass edit ownership using our bulk edit feature 4) Opportunity reports include the organization name but not the contact name. SF Sarah F. secretary Legal Services Used the software for: 1-2 years ### "Great Basic CRM!" June 16, 2020 4.0 I really quite enjoyed it. This was definitely better than my Rolodex. Pros This product was definitely easy to use. All of the documents are saved online, so it was helpful for both of our offices to access all the documents and client information. Cons It was definitely basic CRM. I did not like that in order to edit a document, we would download the document, save it, and re-upload it. Review Source HR Hannah R. Self Employed Internet Used the software for: 1-2 years ### "Great Tool, Needs Updating" May 17, 2019 4.0 Pros Has awesome functionality. I am able to house everything in my insightly account. All of my current clients and potential clients. I am able to house login information, notes, phone numbers, addresses, everything! I can also use this to assign tasks to other employees. Cons Great tool, has decent UX design, but needs to get updated. It feel a little old school. Review Source NE Nick E. Director of Operations Management Consulting Used the software for: 1-2 years ### "Affordable, but ultimately not useful" October 18, 2018 2.0 For a small team without need for workflows or advanced contact management, Insightly may do the trick. If you're really aiming to get systems in place, it's probably not for you. Pros \- On the cheaper end of the spectrum - Easy to get started, manage users - Lots of add-ins - Video tutorials Cons \- Not very customizable - Continual upselling - Without additional features, basically glorified "to-do list" Review Source MM Monique M. Realtor Real Estate Used the software for: 1-2 years ### "I use Insightly to keep our real estate business organized. " June 8, 2017 5.0 Better organization & information at my fingertips Pros This is my CRM, plus I can track leads, property inventory, offers & contract to close using completely customizable pipelines. I can set reminders to be emailed to me. Tasks can be generated automatically. Files & notes can be added, so everything concerning a property is easily accessible. Plus, multiple users can have access. Cons Once you set it up, it's very user friendly but it does take a small time commitment to customize it. It's worth the set up time because once it's in place, it's a time saver. Review Source VR Verified Reviewer Information Technology and Services Used the software for: 1-2 years ### "Good but outdated" April 28, 2018 3.0 Pros Insightly was the first CRM we used for a really long time. It's complete and integrates well with third party apps. Cons Since we started using Insightly 3 years ago nothing has changed. The interface is already outdated and their plans for the future is not very clear. This is worrying so we switched to a more modern app that has exactly the same features. Review Source SA Scott A. Account managers Mining & Metals Used the software for: 2+ years ### "Excellent CRm for the money " July 18, 2017 5.0 The ability to access my entire CRM through my smart phone. Pros Mobile capability is excellent. Great value for the money. Wonderful ability to track projects and open opportunities. And produce reports. Cons Mobile app lags a bit. Also the interaction with the Phone application on the iPhone could function smoother. You have to push three different buttons in order to make a phone call through the application. Review Source Similar Products Featured