# Page 19 | Insightly Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Page 19 - 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 19 - Reviews of Insightly ## Showing most helpful reviews Showing 451-475 of 654 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use VR Verified Reviewer President Computer Software Used the software for: Less than 6 months ### "A great alternative to more expensive CRM software" April 23, 2019 4.0 Pros Insightly is a great alternative to other software solutions and comes with just enough features and a great sales dashboard. If you are looking for a great sales management tool that is better than spreadsheets and way less expensive compared to salesforce then Insightly provides a great choice. Cons Some things are a bit tedious to do and not easy enough. Review Source VR Verified Reviewer Digital Marketing Strategist Used the software for: Less than 6 months ### "Good integration with MailChimp" March 13, 2018 4.0 Pros I tried this product and was impressed at first. I was looking for MailChimp integration and a way to track customer contacts. It worked, but we outgrew the free plan and another CRM company started offering many more features for free so we switched. Cons The cost for me wasn't as good as free. I know companies need to make money and I'm happy to oblige, but only when I'm able to afford it. Review Source VR Verified Reviewer Manager Management Consulting Used the software for: 6-12 months ### "Good tool but there are better" October 31, 2019 4.0 Pros Pricing and features vary widely with what you're willing to pay which is fair and great frankly. There's even a free plan that gives you a sneak peak into the great features. Dashboards and opportunity reports are designed well. Cons customisations could be improved and customer support. Review Source VR Verified Reviewer Head of IT and Online Marketing Education Management Used the software for: Less than 6 months ### "The most user-frindly CRM " October 25, 2020 5.0 Insightly was one of the CRM servises tested for a startup. It would definitelly become a no1 choice, but the interface language choice was limited to just 7 most popular languages. Pros Insightly is very user-friendly. With perfect minimalistic design, it still has everything you probably need for contact management. I personally like the contact card layout where you can see all info and there is no need browsing to other sections to find details about sales or projects. Everything is in front of your eyes. Cons The only thing which which made my choice in favour of the other CRM SaaS what the language option. The list of langages Insightly offers so far does not include Ukrainian or Russian. Review Source VR Verified Reviewer Pricing Strategy Advisor / REALTOR(R) Used the software for: Less than 6 months ### "Very useful CRM" January 31, 2018 5.0 Pros Insightly helps to keep our affairs on track, as we log our prospects, opportunities those prospects have for us, and any ongoing projects so that we know who's doing what. Cons It's a bit complex, and it'd be nice if we could more easily automate parts of the system beyond what it already can automate. (Ex. It integrates with Zapier and email, but what about direct integrations with marketplace sites like Upwork?) I guess my use case isn't terribly popular, but our account managers need a way to keep up to date with the goings on in the company, and they don't seem to use it because they have a hard time understanding how to use it. There's a lot to do on there. Review Source VR Verified Reviewer Chief Innovation Officer Internet Used the software for: Less than 6 months ### "Great tool for heavy G Suite or Microsoft users" January 1, 2019 4.0 Pros Their Gmail integration is how I started using them, really liked the look and feel of it. Not having a contact limitation is definitely nice, but the pricing is also medium range with it. Cons Honestly, the onboarding didn't get involved too much and we went with competitors. Maybe "teasing" a little more features like automation, integrations would be necessary. Review Source LC Luiz C. Owner Computer Software Used the software for: 1-2 years ### "Fantastic CRM especially on mobile devices" October 8, 2015 5.0 Pros I love how this software is great on the go. I integrate with mailchimp, send an email to 1000 people and quickly identify which candidates deserve a call and do that on my drive home. Cons I wish it would automatically sync up with social profiles. Review Source LAB Lili A Bowers Used the software for: ### "Never Again!!" March 28, 2014 1.0 I used to be one of Insightly's greatest supporters. I have been using the system for a year and had everything regarding the sales efforts of the company I work for programmed in there. We are talking about 100's of contacts, organizations, opportunities and projects. When they made these recent upgrades the system started glitching and taking me to the company I used to work with everytime I tried to update a task in the current system. So I went into the company I used to work with to delete my access to it. The system instead deleted all of my work for the past year on the current company. There is no live person to talk to unless you want to buy something so I had to fill out support tickets. The girl who replied basically said yep its gone and we cant find it. She than totally ignored my request for supervisors and kept saying the system didnt do what it did. They have no back up system so I am out of luck. Not a system you want to be using folks. Review Source VR Verified Reviewer Implementation Manager Automotive Used the software for: I used a free trial ### "Simple All You Need CRM" June 6, 2019 4.0 Pros I loved the Simplicity of it. So often these days you will see companies jam-packing in as many features as they can come up with, and that leaves the user overwhelmed more often than not. Cons Not a big fan of the colors or some of the layouts, my only critique with that would be adding the ability to customize the background color, similar to how Google does. Review Source RT Ramon T. Plant Manager Building Materials Used the software for: 1-2 years ### "Great CRM Software for small businesses" October 19, 2018 5.0 Pros Although there are many softwares in this category Insightly has incredible tools to grow your business, by means of administering contracts and negotiation companion, it also integrates to social networks taking into account the database of the emails. Cons There is not one thing I can say about the cons of this software, it is really good and in a short time it does more than what you can expect. Review Source BN Bonnie N. Principle Management Consulting Used the software for: Less than 6 months ### "Great features for Screamin Price" December 13, 2016 5.0 Insightly provides a robust solution for small to mid-size business for an extremely affordable price. Support has been easy to work with and the how-tos have all worked on the first shot. Pros I like that it interfaces with both Google and Outlook. Also, you can link it to your website and create contact records directly from the folks visiting! Cons Would like to be able to scan more biz cards in for free Review Source CK Carl K. CFO/CTO Real Estate Used the software for: Less than 6 months ### "This UI is very clunky. I could not get anyone on my team to adopt it." August 16, 2018 3.0 After trying for a month to get my team to adopt this tool they all complained. I contacted Insightly to request a pro-rated refund but they refused. The free version does not offer the full capability to assess and the paid version is non-refundable. A typical SW scam. Pros Combined CRM and Project Management Tool. The video training is good and useful. Tool seems to do what you want until you actually try to use it. Cons The User Interface is extremely hard to use. I would NEVER recommend this tool for managing projects. It is nearly impossible to figure out the status of a project. Everything is hidden. Review Source Adam G. Associate Account Manager Internet Used the software for: 1-2 years ### "Insightly Review" December 19, 2018 4.0 Pros Good program for what it is supposed to do but there si not much in way of extra features. Cons I found the program to be a bit bare in terms of its service offering. Review Source TZ Terri Z. Owner Food & Beverages Used the software for: Less than 6 months ### "Great client management software for my small business" November 17, 2016 4.0 I settled on Insightly for client management after quite a lot of research. My criteria was cost, ease of use and features. I consider myself computer/software illiterate so simplicity was also important. After watching a few of Insightly's tutorials I was able to set up a system that works well for my small catering business. Their customer support site is very helpful. Pros Once you have figured out what you want to get out of Insightly and how it can help your business, there are many ways to customize it. Great search capability. Task function lets me know what I need to do, when I need to do it and how important it is. Review Source BB Brooke B. Graphic Designer Used the software for: Less than 6 months ### "Good CRM for smaller businesses" April 25, 2018 4.0 Pros The software interface is nice and it's easy to navigate. It's also highly customizable, so you can customize it to your company's particular needs. Cheaper solution than other platforms out there. Cons I find that the reporting is slightly limited and difficult to gather the info. Slow to load every once in awhile but that could be my wifi connection. Review Source VR Verified Reviewer Digital Marketing Pro Used the software for: Less than 6 months ### "Powerful and Easy To Use CRM!" November 10, 2017 5.0 Pros I love how easy it was to get started and then get into the more advanced features. This has made it so much easier to follow up with leads and close more business. Cons I'm a big UX guy. It's not the most cheery interface. It's a tall order when you have so much data to manage. It's a small nag for so much power! Review Source Fredrik H. E-Learning Used the software for: 6-12 months ### "null" August 18, 2015 5.0 Review Source Andrew P. Used the software for: 6-12 months ### "null" May 1, 2016 4.0 Review Source Erik W. Operations Manager Computer Software Used the software for: 6-12 months ### "null" September 23, 2016 3.0 Review Source Chuck B. Business and Personal Insurance Advisor Insurance Used the software for: 6-12 months ### "null" February 4, 2017 4.0 Review Source Martino Z. Managing Director Market Research Used the software for: 6-12 months ### "null" June 20, 2017 5.0 Review Source JP Justine P. Owner Management Consulting Used the software for: 2+ years ### "Insightly CRM for small businesses" April 10, 2015 4.0 Pros Insightly is great for managing customer data, workflow management and understanding your sales pipeline. It integrates completely with Gmail and Google Drive and is therefore a perfect choice for Google Apps users. Cons Would like to see a wider range of reporting options. Review Source AN Alex N. Head of Operations Investment Management Used the software for: 6-12 months ### "Automation and Personalisation" December 18, 2018 5.0 Good experience overall. Helps improve sales processes and automate manual tasks. Pros I love the workflow automation and the ease of personalising the CRM to our business. Cons Updates aren’t always displayed immediately. Review Source Christina W. Web Designer / Owner Public Relations and Communications Used the software for: Less than 6 months ### "The free does what I need" March 1, 2019 5.0 Pros I like that I can list my leads and use it to write notes for each client. Cons It does not notify you of the follow-ups you schedule yourself. Really it only works to help you view of list of people, or at least that is what I got out of it. Don't get me wrong, I am sure it works well but there is no customer support for free accounts. Review Source BW Bryan W. Owner Electrical/Electronic Manufacturing Used the software for: 2+ years ### "Blue Lake Offroad review" April 10, 2015 4.0 Pros Ease of use and simple interface for small businesses. Integrates well with Google Apps. Low cost model very important and no expert support really needed to custom configure workflow and such. Cons Lack of bulk followup on opportunities with custom templates. Review Source Similar Products Featured ## Related categories [CRM](https://www.capterra.com/customer-relationship-management-software/)[Sales Force Automation](https://www.capterra.com/sales-force-automation-software/)[Contact Management](https://www.capterra.com/contact-management-software/) ## Send me user reviews about this product ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.