# Page 15 | Insightly Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Page 15 - 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 15 - Reviews of Insightly ## Showing most helpful reviews Showing 351-375 of 654 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use HB Hemal B. CEO Marketing and Advertising Used the software for: 6-12 months ### "Easy to use and perfect CRM!" August 28, 2023 4.0 Pros Insightly CRM is perfect for managing client interactions and streamlining our corporate processes. Integrating apps is very easy. I have connected multiple apps, such as QuickBooks Online, Google Drive, Twilio, Slack, and many more. Cons A bit expensive, but the features and support are awesome. Alternatives considered [Vtiger CRM](https://www.capterra.com/p/112491/vtiger-CRM/)[Freshsales](https://www.capterra.com/p/155563/Freshsales/)[Bigin by Zoho CRM](https://www.capterra.com/p/204998/Bigin-by-Zoho-CRM/)[Dynamics 365 Sales](https://www.capterra.com/p/248301/Dynamics-365-Sales/)[Zendesk Suite](https://www.capterra.com/p/164283/Zendesk/) Review Source DV Daniel V. Business Expert Printing Used the software for: 6-12 months ### "Great CRM, Lots of automations and flexibility." June 27, 2017 5.0 The price point and ability in this software is increadible. This is a very complete CRM Pros I like how robust this software is, its very complete woth pipelines lead managment. Round robin lead distribution is nice. Automation tools give you anlot of flexibility without having to rely on outside integrations like zapier. Zapier integration works nicely though it can do a lot. Cons the lead distribution is awesome, but only allows for round robin distribution of leads, it would be nice to see that change to some sort of ratio like 1:2, that sort of thing. Review Source WB Will B. VE Design Used the software for: 1-2 years ### "A place where I can keep all my data." January 24, 2018 4.0 Pros I have been using it for quite some time and I can manage the candidates information and send them emails, track their activities and much more. Can enter detailed information for a person or company. Cons There is only one place to enter the email. Earlier, we could add more than one email which was useful. Now I have people with more than one email and I can't add that here! Review Source Narasimhan (Nari) S. Chemical Engineer Mechanical or Industrial Engineering Used the software for: 6-12 months ### "Excellent software for email marketing, customer relations management and task management" November 30, 2018 4.0 Decent low cost CRM software compared to the pricier software that set the industry standard. So insightly is good for small biz folks starting out. Pros Integration with gmail, customer tracking with notes and excellent task management and reminders. Great dashboard features for use. Cons I had issues with Google sync of the software data. Review Source Brenda M. Real Estate Used the software for: ### "We were using a much more expensive CRM" March 28, 2015 4.0 but when the time came to make a change in the team, we decided to give Insightly a try. During the free trial we were really impressed. We have been using it for about 5 months now on the paid plan and we find new functionality all the time. We love it. Pros The interaction with Google Apps Cons When we first signed up we did not register through Google Apps and the transition was difficult. Review Source Response from Insightly March 30, 2015 Great -- glad Insightly is working for you! Soon, we will be adding functionality to make the transition between signing up for an Insightly web account and an Insightly for Google Apps account much easier. CE Carol E. CEO Insurance Used the software for: 1-2 years ### "Good for the price" April 12, 2017 4.0 I like the ability to sync with my Google. When I left the corporate world I missed my sync tools and had to piece together platforms that worked on a budget. This helped. Pros Customer service and training were good. This allows me to link contacts calendar with Google. Love it. Cons some of the type is too small on the screen. The Opportunity area does not work for me as I mainly use the Contacts and Project areas. Review Source Nick G. SEM Market Research Used the software for: 6-12 months ### "Trash" June 12, 2020 1.0 Waste of time and $ Pros The software sounds good on paper... but falls flat when you have to pay extra to get it to actually perform as advertised and promised by sales reps and techs who take forever to get back to you with non-answers. Cons Bait & Switch. Over-Promise / Under-Deliver 0 Customer support Review Source NK Nick K. it Information Technology and Services Used the software for: 1-2 years ### "CRM that helped me to establish my sales process" June 26, 2020 4.0 Pros I like their Activity set feature which allows me to quickly assign a set of tasks for specific stage in a pipeline. Cons You pay for records and higher level plans are costly. Review Source SP Sergey P. Project Manager Design Used the software for: 1-2 years ### "Started to use free version, switched to paid one." May 5, 2018 4.0 Helps to have client information organized Pros It has a free version, it works well with gmail and has a similar interface. It also pulls profiles of your contacts from social networks (if they have any). Cons It has basic project management features which we don't like and don;t use, so it seems that we need to overpay. They also have increased the price for minimum paid plan. Review Source RD Renan D. Account Management Agent Consumer Services Used the software for: Less than 6 months ### "Goal oriented system " October 11, 2022 4.0 Pros I love how well this system helps me achieve my goals. I never thought of myself as a competitive person, but with how easy it makes to track things, I am always doing my best to stay on top of my numbers and reaching my goals. Cons It can get really slow and buggy some times, but I believe it might also be the internets fault. Review Source Josh T. President Used the software for: 6-12 months ### "Great All in One CRM with Decent Project Management" April 19, 2018 5.0 Pros I liked the fact that it went beyond just a CRM. Many companies need project management and something that is integrated into the CRM helps a ton. Cons There were some nonintuitive ways of connecting organizations and people and opportunities but overall it wasn't too difficult to learn. Review Source PG Paul G. Partner Publishing Used the software for: 1-2 years ### "Insightly meets the needs of a small business." October 6, 2016 4.0 Insightly has a customer service that is responsive. The tools are intuitive. Reporting could be better. Pros Intuitive, pretty robust set of tools. Cons Reporting could be better. Email could be better so that you lose the need to use another email client. Review Source Response from Insightly October 7, 2016 Just responding to your comment on our reports -- did you see our custom reports? If not please send an email to laura@insightly.com and we'll send you more infomation. Thanks Peter P. Principal & Chief Revenue Officer Used the software for: ### "I use Insightly for a number of our clients" December 18, 2014 4.0 Insightly is awesome for it's ease of use, deep Google integration and their mobile app. I primarily use Insightly for clients that are field sales reps and need to update contacts from their mobile phone. Pros Easy to use, integration with Google Apps, mobile app is always improving. Cons Need better integration for email marketing. Mailchimp integration is lacking the ability to export to Mailchimp Groups. The current integration only allows exporting to a Mailchimp List (unlike the other CRM we deploy). Please add soon! Review Source VR Verified Reviewer Business Development Information Technology and Services Used the software for: I used a free trial ### "Good, but not great." October 25, 2017 3.0 Pros Insightly was the first CRM I have ever used. It's is very simple to use and takes a few minutes to understand how it works, even for a unexperienced user. Cons Insightly lacks many features I found needed. The CRM is a bit slow, and can't be tweaked into a personal tailor-made CRM. Review Source VR Verified Reviewer Vice President of Operations Environmental Services Used the software for: 6-12 months ### "Great basic system that is easy to use and understand " April 23, 2018 4.0 Pros Easy basic project management and CRM software. It was a total game changer for our team when we first implemented it! Easy integration with Mail Chimp and Gmail. Cons The reporting is limited for our needs. Attachments are sometimes lost when we send emails through Insightly. Review Source ES Elizabeth S. Freelance Art Director Design Used the software for: 2+ years ### "Great free solution for organizing contacts" June 1, 2021 4.0 Pros As a freelancer with numerous contacts among multiple clients, Insightly helps me to stay organized with who I last spoke with and when we last spoke, along with contact details and other notes. It's much easier than trying to keep this information clear through Gmail alone. Cons The UX/UI is rather outdated, and sometimes the software auto-connects contacts with incorrect social accounts. Review Source Cassandra B. Outreach Coordinator Higher Education Used the software for: Less than 6 months ### "Really Useful" February 3, 2019 5.0 Would recommend to anyone. Pros It is really useful and has all the information I need for my job. It is really user friendly, I can just type in what I need and everything is there. It can house a lot of information too. Cons Nothing really, it serves its purpose for what I use it for Review Source NM Noah M. Sales Associate Banking Used the software for: 6-12 months ### "Insightly's Information Management System Increases Efficiency" April 7, 2015 4.5 Pros By linking organizations, contacts, and emails with opportunities, Insightly saves users a ton of time searching for contact information, company information, or your past correspondence. Insightly is also highly customizable for various different kinds of businesses. Its features can be changed to mirror practically any kind of preexisting organizational system. Lastly, Insightly's search function allows users to quickly look up contact information, sent emails, and other information. Cons Insightly automatically links your associated social media sites to your account. If you sign up with your gmail address, for example, anything linked to your chrome account will show up on your Insightly account. This is great if you want to get your name out there on Twitter or other sites, but can also result in users unintentionally showing personal accounts to coworkers and clients. Review Source MN Maciej N. Freelance Credit Analyst Financial Services Used the software for: 6-12 months ### "Solid CRM for small businesses" February 15, 2020 5.0 Aside from the cons that made me switch, Insightly does it's job very well. I might consider switching back when they allow two way Exchange support. Pros It works nicely, has many useful functionalities. The best one is probably the built-in project management functionality. It is simple, but sufficient for most small business needs. Cons The reason I actually switched from Insightly to Accelo and then to Freshsales is Insightly does not integrate with MS Exchange in the way the two other solutions do. It allows you to send e-mails from your exchange account but does not monitor incoming e-mails. And seeing e-mail history with given customer is very helpful feature for me. The mobile app could be more up to date as well. Review Source JR Judy R. Manager Health, Wellness and Fitness Used the software for: 2+ years ### "So-so product, poor customer service" August 29, 2019 3.0 Customer success plan was a waste of money. When we reached out to our contact for assistance, he would just refer us to the regular help desk. Pros Initially, that it was free. Upgraded twice. Upgrade to Professional plan has not had a high ROI. Cons Some features are not very intuitive. Help team often refers users back to help center, even though user had tried that option first. Review Source JW Janine W. President Consumer Services Used the software for: 6-12 months ### "Really good but just not what I needed" February 13, 2020 5.0 It's very customizable but I just didn't have the time to do it. Pros Had all the Crm and database features you could want. Good training and onboarding process and good pricing. Cons Our sales process is pretty simple so it was a little bit of overkill. Also I ended up wanting something that would integrate with scheduling. Review Source JL John L. Business Dev and Marketing Manager Construction Used the software for: Less than 6 months ### "No Customer Support" October 28, 2017 3.0 Customer isn’t first in a company who’s software is made to focus on it. I feel betrayed as a customer. Pros It’s pretty intuitive, one of the cheaper CRM options. Once you get inside the software it looks nice and professional. Cons They don’t give you what they sell you, it’s a bait and switch. They call it a “customer success program” instead of implementation because they literally do nothing for you. If you have plenty of time to watch countless YouTube videos and read articles, then it makes sense. However, if you’re not told upfront in the sales process that there’s no implementation, there’s no importing databases for you, there’s no connecting the networks, there’s essentially a rep who points you to the right YouTube video once you have a question or an issue. Also I’ve opened a support ticket to have help connecting our server since we switched IT teams, not only did they refuse to get on a call and pass me off to yet another ‘helpful link’ but they suggested I paid for the next level “customer success rep” per year. So it’s really a business model that is set up as sell as much as you can and automate everything so you never have support the customer afterwards. Good luck if you want to talk to a real person on the phone. Review Source KF Karis F. Marketing Coordinator Logistics and Supply Chain Used the software for: 6-12 months ### "Solid CRM" March 13, 2023 5.0 Pros It does what it needs to do! The reports are also very visually appealing, and it's easy to set up email journeys on our marketing CRM side as well. Cons Takes a little bit of time to grasp how to use it, but if you're dedicated to learning it, it's not too bad! Review Source TP Tim P. Principal Retail Used the software for: 2+ years ### "Great CRM for a small or mid-size business" December 7, 2018 5.0 I would recommend this to any SMB company. Great for a startup, and I think the software grows well with a small company. Pros Insightly is very easy to get started on and set up. It allows for customized fields for information specific to your needs. It also integrates into MS Outlook, to allow you to capture email messages and schedule followups. Cons I have no real complaints on the software. I originally really wanted a way to sub-categorize within a company, i.e. Sales, Marketing, Client Support - but I was able to create my own fields to do that. Review Source Jonathan H. Co Founder: Information Systems & Content Manager Used the software for: 1-2 years ### "A great CRM tool for the small aspiring business. " February 1, 2018 5.0 Its great at what it does, just make sure you know its not going to fix everything. Pros This software is really well supported, great features and is so easy to use. We recommend it a lot to customers but don't use it because it is great for generics but terrible for a niche. Cons Good luck getting it to do what you want when you are in an obscure niche that requires a few custom fields and conditional logic. Perhaps this has gotten better since our last run in with it. Review Source Similar Products Featured