# Page 2 | Insightly Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Page 2 - 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 2 - Reviews of Insightly ## Showing most helpful reviews Showing 26-50 of 654 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use VR Verified Reviewer Founder and Financial Advisor Financial Services Used the software for: 1-2 years ### "Worthy place to start...depends on what you need to finish" December 16, 2025 3.0 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/) Reason for choosing Insightly I started with Insighlty because it seemed easy to use, but ultimately switched to HubSpot for the integration features. Review Source MB Mark B. Owner Broker Insurance Used the software for: Less than 6 months ### "Insightly is a modern CRM" September 19, 2025 4.0 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/) Reason for choosing Insightly in Insightly was pretty good at this and looked easier to use. Review Source Peter W. Sales Analyst Financial Services Used the software for: 1-2 years ### "Good for small company but not scaling tech companies!" January 12, 2025 3.0 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 HA Hamdi A. Product Owner Internet Used the software for: 1-2 years ### "Un outil qui combine la gestion des projet et un CRM utile pour l'accompagnement client de A à Z" January 13, 2025 4.0 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 WA Wilcox A. Managing Solicitor Legal Services Used the software for: 6-12 months ### "Insightly does what we need it to do." September 20, 2024 5.0 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 LA Luis A. Sales Manager Educational Products Education Management Used the software for: 2+ years ### "A versatile CRM Tool" August 30, 2024 4.0 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 JV Jim V. VP Sales and Marketing Construction Used the software for: 2+ years ### "12 good years of using Insightly CRM" June 10, 2024 5.0 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 Response from Insightly 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! MT Megan T. Case Manager Non-Profit Organization Management Used the software for: 1-2 years ### "App Connect" June 5, 2024 5.0 Overall we are very pleased with Insightly and App Connect Pros App Connect is amazing. It really does help with efficiencies and workflow. It does so much more than we initially thought! We especially love how it automatically calculates our numbers. Cons It is not as user friendly as it is made out to seem. We really do need the App Connect specialist's support. App Connect is very expensive. We are going through our 10 free hours quickly and we have a lot more project we need help with. Review Source WD Wil D. Owner and Chief Creative Designer Marketing and Advertising Used the software for: 2+ years ### "Good software that does the job well." August 26, 2023 4.0 It was the first CRM I used and I had a good experience using it. Pros I liked how easier I could manage contacts and tag them for a variety of purposes. This was my main reason to use the software. Cons As a solopreneur, I did not like that a lot of the features available didn't seem designed for me and I felt like I was paying for features I did not need. Review Source NS Nancy S. Program Specialist Non-Profit Organization Management Used the software for: 2+ years ### "Insightly Works GREAT for our Org" April 11, 2024 5.0 We have evolved from the early days of our organization and Insightly has evolved with us. As we learn its capabilities, we continue to find functions and create objects that increase our efficiency every day. Pros We have used Insightly for 8 years now and it has been so user-friendly to build our Program database. From the customizable fields to the reporting features, it does everything we need for it to do. Insightly has helped us to streamline our processes, making our mission easier to manage every day. And the reporting features have allowed us to provide every kind of data to generous supporters who in turn donate to our mission. Cons To get some of the features we are using today, the cost has increased significantly. Review Source Response from Insightly April 12, 2024 Hey, Nancy! It's awesome to hear how Insightly has been rocking it for your organization for 8 years! Sounds like we've managed to truly partner with your team in building and managing your business. Streamlining processes and making your mission more manageable every day? That's what I call a win! Thanks for sharing your experience—it's super helpful for folks looking for a CRM that can keep up with their growth. JR John R. Energy Consultant Construction Used the software for: 2+ years ### "Great CRM! Keep track of your contacts, leads, opportunities, and sold projects!" March 8, 2023 5.0 I use to be our lead intake manager and now I work in sales. I think that my overall experience with Insightly is great! A little hard to set it up but once you have everything in line it works just as it should! Pros All in one data base for all information regarding clients, sales, operations, marketing, etc. Cons It's a little bland and it's semi difficult to set up to work well for you. Once you've got everything dialed in though it works like a charm! Review Source VR Verified Reviewer Chief of Staff Professional Training & Coaching Used the software for: 6-12 months ### "Gaining Insight through your CRM using Insightly" March 10, 2023 4.0 Pros I like the ability to customize the platform as the user and being able to get excellent customer support from the Insightly team. Cons There are limitations of features based on what product you are using and the cost jumps between products can be up to double the cost. Review Source MS Matthew S. Head of Client Engagement & Services Management Consulting Used the software for: 2+ years ### "Insightly highs and lows" October 12, 2022 3.0 Pros It is relatively intuitive easy to customise, easy to align to specific business needs. Cons Effective linkage of the databases that sit behind the product. If i log an activity for a against a contact that is part of an organisation, that activity will not be visible under the organisation. This is a big miss. There needs to be total linkage between all databases that sit within the system. There should be a hierarchy from Organisation to Contact to Project to Opportunity etc etc. This causes significant issues when trying to track client experience. Reporting No reports are drillable - they are simply static reports limiting their use. I constantly find myself needing to export a report to Excel so I can build a pivot table to effectively use it. User interface The user interface is very old fashioned and clunky. This is not just a statement about look and feel. When i create a report i get a list of objects with certain data that changes on a regular basis. So I need to select the item from within the report and change the value. But I cant do this quickly from within the report. I need to click on the item which then loads a separate page for the record. Then I need to click into that record which show all of the fields for the entire record. Then I need to click on the field in question, change it and then save it. I then need to close that page down and go back to the report page and refresh the page before this change is visible. This is a terrible UI and UX for a modern product today that is now significantly behind the the currently expected standard. Review Source AL Amber L. Project Manager Utilities Used the software for: 2+ years ### "Insightly>Not just a CRM Tool but a Partnership" March 3, 2023 5.0 The Insightly team are some of my favorite people. They are always willing to help and assist with the company objectives we are working on. In my opinion, customer service and support are key in any partnership and Insightly makes us feel valued and like we are partners. My experience with the tool and Insightly is absolutely a positive one! Pros First, the simplicity of Insightly has been key in internal adoption of the tool for the company. Insightly is my go to tool for keeping my day planned with tasks. Secondly, the customization Insightly allows with the custom objects has really allowed a level of visibility within the company that we simply did not have prior to partnering with them. This tool is quickly becoming a key focus for the organization as it allows for the operational team to automate key operational processes which in turn increases quality, decreases risk, and decreases labor costs. Cons Expanding the automated workflow options would be of great value to organizations. Additionally, the limitation on page layout rules can be challenging. Making this unlimited would be a preference for the organization. Reason for choosing Insightly The Insightly group of people and the price. Review Source SC Shelley C. National Marketing Manager Construction Used the software for: 2+ years ### "Insightly is critical to our business" October 11, 2022 4.0 For a small to medium sized business Insightly is a great as it has entry level options to get you started. Pros As a national business it's critical that we have visibility and can track what stage the projects are at. It is also generating key reporting which influences business decisions Cons Once things are set up the system is good, but like any system its only as good as the information you put into it. We have the hang of it now and it's working well. Having the tiers of product offering based on pricing with limited functionality is disappointing at times especially when it comes to reporting. Review Source Tarek B. CEO Management Consulting Used the software for: 2+ years ### "Insightly : a good option to start with cloud based CRMs for Small businesses" October 10, 2021 4.0 Insightly helps entrepreneurs and small businesses like most of our clients to get to the digital space and excel in no time. As a Technology expert, I highly recommend it to entrepreneurs beginning with tech and online platforms for their business. Pros Insightly Helps small and mid business manage their leads and projects online, through a fully fledged cloud based tool that provides an abundance of smart features, including customer insights from internet sources, and structured project/opportunity management platform. Cons It is probably requiring some advanced knowledge from our end, but integrating Insightly with e-mail services, social media and other 3rd parties seemed to be complex. We've been using Insightly in its early times, and I'm sure that things went better afterwards with the continuous improvements by Insightly amazing teams. Alternatives considered [Vtiger CRM](https://www.capterra.com/p/112491/vtiger-CRM/)[Zoho CRM](https://www.capterra.com/p/155928/Zoho-CRM/)[Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/)[Salesforce for Retail](https://www.capterra.com/p/251959/Salesforce-Retail-CRM/)[Bitrix24](https://www.capterra.com/p/113540/Bitrix24/) Reason for choosing Insightly In its first launch, Insightly shown more functions for small businesses that attracted me, especially for individuals with no previous experience of online software CRMs. Nevertheless, each of the other competitors on the market has its competitive advantage, and addresses the needs of a particular niche. Each consumer needs to know first what features make sense to their business before choosing a CRM. Review Source AM Alex M. Media Coordinator Publishing Used the software for: 1-2 years ### "Insightly — Helpful and Informative" March 3, 2023 4.0 Insightly is a great tool for organizations to manage large amounts of data and clearly visualize their progress via reports. It requires a certain level of competency to use effectively (the number of folders and tabs can get overwhelming for the unitiated), but the program itself works great. Pros I appreciate how Insightly easily allows us to organize large amounts of data, create clearly-readable reports, and allow each department to clearly see the progress of each individual project — synthesizing our results to maximize effectiveness. Cons My only main issue with Insightly is the occasional lag that crops up from time to time. When updating a contact or re-organizing a report with additional contacts, it sometimes takes a while for the results to appear. Additionally, sometimes I'm randomly logged out, which momentarily breaks my focus. Review Source MH Matt H. President Information Technology and Services Used the software for: 1-2 years ### "Insightly is the perfect CRM" October 24, 2022 5.0 We are a small business that is growing and Insightly has been there with us from almost the start. I have used a lot of CRMs in my career and honestly Insightly does everything the competition does (and more) with a much more reasonable price point. Insightly is very flexible and can really be built to manage the needs of a many different businesses across many different industries. We don't have any reason to look elsewhere and are very pleased with Insightly. Pros First of al, Insightly's price point is excellent. The value we receive in comparison to what we pay is awesome. I really like that I can change things on the fly as needed. There have been a few things I needed specifically that no CRM really had. The team at Insightly was able to find a solution that filled the gaps I had. Their on-boarding and customer success team has been great to work with and very helpful. We are growing and I have no reason to look elsewhere. Cons Sometimes I get overwhelmed with all of the items available to change. If I need to make a change, it can seem cumbersome and I may forget where to go. The only other thing I have to say is I wish more could have been setup during my implementation calls. I don't fault my Implementation Specialist for this and I know the purpose of those call were to make sure I could do it all myself. Review Source TB Taylor B. Director of Design and Engineering Construction Used the software for: 2+ years ### "Insightly is good, but there are better CRMs out there" May 30, 2024 4.0 Insightly is great a simple every day tasks, but does not handle complexity very well. Pros I like the collaboration capabilities with API via Appconnect, AutoCAD, BricsCAD, Loveland Innovations IMGING, etc Cons The cap of fields in a custom object, the automations not triggering correctly -> you have to delay triggers so that automations do not overlap and contradict each other. Sometimes automations to not trigger at all. There are a lot of holes and catch reports that need to be created. Review Source MB Melissa B. CEO Management Consulting Used the software for: 6-12 months ### "Insightly: The Sports Car of CRM's" April 29, 2015 4.5 Pros Having worked with clients using a variety of CRM’s we’ve seen the good, the bad, and the ugly. I often times refer to insightly as the sports car of CRM’s because it allows companies to manage sales, contacts, projects, opportunities and client fulfillment in a very clean, efficient and user-friendly way. Some of the features I love best are their pipelines and activity sets. For companies that are managing lots of clients at different stages of fulfillment, Insightly’s pipeline feature helps all the players involved know exactly what they need to do and when. The client profile makes it easy for me to link contacts to organizations or note other important relationships. The ability to save my email communication and related tasks to a contact has become an essential part of how we use Insightly and it’s intuitive ability to save any attached files I send is another feature I love. Other favorite features are their mass emailing tool within the CRM. I can send a personalized email to a group of clients without having to write individual emails. A task management feature that allows me to see on one screen what I’m working on for each of my clients and in all areas of my business. With one click I can see what each of my employees is working on, what’s been done. You can create custom tagging systems to easily sort and find clients in your database. In one place see all of the projects you’re currently working on and where they are in the process of completion. Insightly’s Gmail gadget makes it easy to assign tasks, create projects, save emails, add or update contact email easily from within your email. No more switching back and forth from program to program. Insightly University provides a good training source for new users in addition to their highly responsive customer service team. I also have to mention all the strategic partnerships that makes using Insightly with other programs really seamless. For example, Mailchimp, evernote, DropBox and Google Apps for Business to name a few. Sure, there are lots bigger more robust CRM’s out there, but I don’t want to drive a Mack truck every day. I like my sports car. :) Cons Insightly's calendar doesn't work for me, but I use google calendar and haven't missed it. I wish you could customize what you want to see on the home page. Right now it's just a running list of the activity on your accounts, but not super helpful in my opinion. Right now you have to manually advance pipelines. It would be nice to set them to advance to the next stage once all the activity sets are complete. Review Source Denise W. Marketing Specialist Marketing and Advertising Used the software for: 2+ years ### "Insightly developed to enhance our feeds" September 6, 2022 4.0 In my experience using Insightly, I haven't run into any serious issues. We used to utilize a strange CRM that was built out of sheets and required us to constantly switch between windows. Using Insightly, we can have all of our data in one place, neatly organized in custom fields. In my opinion, the project page may benefit from more fields in which to provide pertinent data. Pros Insightly is how I keep track of all the initiatives we have in the works right now. The management of our company's 5,000+ open positions is a major challenge. Insightly makes it easy for us to keep track of all the moving parts, which would otherwise be difficult to do in a secure manner given the project's multi-stage nature. Cons In most cases, the newly opened Org or Project tab doesn't take up more than half of my screen following a search. I can't figure out how to make the page larger. For some reason, the columns on the Relate and Activity tabs don't remember my saved column width. Every time I use it, I have to resize it. Switched from [Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/) As was previously said, Insightly is a fantastic customer relationship management system designed for use by businesses who wish to efficiently arrange their tasks. Two years ago, we made the switch to Insightly and now we can monitor the status of all of our projects, view their schedules, and generate fresh reports. Review Source Jennifer W. Vice President business development Insurance Used the software for: 1-2 years ### "Affordable CRM with the features you need" August 24, 2023 5.0 Has all the features a business needs like ease of use, robust reporting & customizations without the high cost that comes other well known CRMs Pros The ease of onboarding & use. Ability to customize without having to use a developer Cons Nothing. All the features we needed, Insightly has. Alternatives considered [Friday](https://www.capterra.com/p/235069/Friday/)[HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/) Reason for choosing Insightly Cost, features, willingness to sign a business associate agreement (healthcare) Switched from [Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/) Affordability. Ease of customization Review Source EP Elizabeth P. Senior Customer Care Specialist Civil Engineering Used the software for: 1-2 years ### "Good for a small company" May 30, 2024 4.0 Pros I like the project management, pipelines, and the ability and ease of adding tasks and comments to various objects. Cons There are so many objects and fields, it takes new users a while to get accustomed to the interface. It also does not have intuitive searching and looks for verbatim entries Review Source MG Michelle G. Business & Marketing Coordinator Primary/Secondary Education Used the software for: 2+ years ### "Allows us to grow into our needs" October 11, 2022 5.0 Great! It suits our needs perfectly. Pros It can be used in simple form or allows us to enable more features as our needs grow. Cons There are certain limitations with customizability, but Insightly often addresses these and rolls out features updates. Alternatives considered [Zoho CRM](https://www.capterra.com/p/155928/Zoho-CRM/)[HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/) Reason for choosing Insightly Since we don't use a traditional sales pipeline, insightly's system allowed us to either utilize or not utilize certain features. All other systems continued to push us into a traditional sales pipeline process. Review Source KG Kati G. Business Development Specialist Insurance Used the software for: 6-12 months ### "A modern and easy to use CRM that will save you time and budget" August 24, 2023 5.0 We overall have been able to make many more sales because of the easy management of our opportunities. The system does a lot of work for us which gives us more time to sell and also makes sure we are providing professional service. Pros The product is extremely easy to use and customize. The system is very smart and has many modern capabilities such as recognizing when there is an existing contact which in turn saves time and redundancies. Everything is very well connected together and the system makes links that show intel to grow off of. Cons There are some minor glitches that can be fixed by refreshing the page but it does disrupt the flow. Pulling a report that connects multiple objects is also very tricky and sometimes impossible which then calls for a lot of manual work outside of the CRM that can be timely. Alternatives considered [Apptivo](https://www.capterra.com/p/228915/Apptivo/)[HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/) Reason for choosing Insightly Insightly was way more modern and customizable. 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