# Page 6 | Insightly Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Page 6 - 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 6 - Reviews of Insightly ## Showing most helpful reviews Showing 126-150 of 654 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use LSA Liliana Sofia A. GED Supermarkets Used the software for: I used a free trial ### "The CRM that has given me full control of my sales and customers" July 24, 2023 5.0 Since I started using it, it has been an invaluable tool for managing all my business activities and processes. The intuitive and easy-to-use interface makes it a breeze to organize and access my contacts, leads, and tasks. I love being able to customize the CRM to my needs and follow the entire customer lifecycle from start to finish. Pros What I like the most is its ease of use and its ability to adapt to my ever-changing business needs. With this platform, I can organize and manage all my contacts, leads, and tasks in one place efficiently. I also love its ability to integrate with other tools like email and marketing automation, saving me time and increasing my productivity. Cons Although overall I am very satisfied, there is one small thing that I would like to mention as a negative. I have sometimes experienced slow load times when working with large volumes of data or using more complex CRM features. Although this doesn't happen often, it can be a bit frustrating when I need to quickly access some information or complete an urgent task. Review Source Dana R. Sales Manager Used the software for: 1-2 years ### "Overall OK but needs some improvement" March 14, 2018 4.0 As a Sales Manager, I am able to keep track of our sales by customer, add notes regarding customer contact and upload important customer documents. Pros I like that I can keep separate lists of customers and leads. It's great to be able to add "tags" for reporting purposes. Since our customers are distributors, it great to be able to add our "end users" and link them to our customers. Cons It should be easier to add contacts directly to companies instead of having to add them separately and then link them together. That has been very cumbersome and time consuming for me. Also, you have to pay extra for the good reporting features which is also a bummer. Review Source RM Roejan M. lead gen admin Electrical/Electronic Manufacturing Used the software for: 1-2 years ### "Customization and Flexibility" March 23, 2023 5.0 Pros Streamlining communication: Insightly helps to keep all customer interactions, emails, and calls in one central location, which allows for better communication between team members and customers. Cons complex analytics, or multi-channel messaging options may need to look beyond Insightly's capabilities. Review Source dF darriel F. designer Construction Used the software for: 2+ years ### "its great " October 24, 2022 5.0 Pros easy to use thats how our company keeps organize with the jobs Cons some glitches in workflow and reports but doesn't bother us a bit Review Source LH Lynderia H. Implementation Analyst Utilities Used the software for: 6-12 months ### "A Must Have, Best CRM Out There. Highly Recommended!!! A+++++" October 11, 2022 5.0 I'm extremely satisfied with this software. It has certainly helped to increase productivity as well as communication amount the team and leadership Pros Easy to use and delegate task as well as keep up with monthly production. Cons The email integration piece could use some tweaking. Review Source Charity Mae C. Senior Agent Telecommunications Used the software for: 6-12 months ### "Insightly, makes me happy!" June 21, 2023 5.0 Pros It is easy to navigate. Easy to manage my task! Cons Sometimes it logs me out, out of nowhere Review Source Dallin K. Incentives Coordinator Oil & Energy Used the software for: 6-12 months ### "Great organization, little to no problems" October 20, 2022 5.0 Pros It's easy to use and the organization of everything is very nice. Cons I do wish it would tell me if I'm missing something before trying to save when editing a project. Sometimes if I'm missing a required box it will just erase everything I hadn't saved without even warning me. Review Source DK David K. owner Retail Used the software for: 2+ years ### "Easy to implement and it's very affordable" March 20, 2018 4.0 Keeps thing organized, the price is right. Pros We've been using it for 5 years. Small Retail online/brick mortar for customer follow up. 3 users, it makes it easy to follow and get updates about tasks. the gadget that interfaces with gmail is convenient. Cons My staff that are in their 20's say the new UI is confusing and harder to use, so we stay with the older UI. The side bar chrome extension was suppose to make things easy but after trying it for a month my staff avoids it. Customer service is mediocre , they only wanted to help if I were going to upgrade to a higher level. I wanted to fist resolve over 700 contact dups. They said I had to do it manually! Emailing - Bcc'ing insightly each time I send an email seems so old style. When I get a rely the email does not go into the same thread, seems to me that is standard now a days. I've been using it so long I know what it's missing so we take extra notes or have links from the email in the notes so other staff can see or find the thread. Review Source DT Deborah T. VP of Sales & Account Management Retail Used the software for: 2+ years ### "Our online business is unique and Insightly has really in instramental in our YOY growth!" October 17, 2022 4.0 Very positive, we are power users and have pushed the team on several occasions and they continue to try to support our needs. Pros App Connect, Marketing Journies and about ability to integrate into our other tools. Cons Not great features for our Customer Service team currently we use something else, I would love to use Insightly for both teams. Reason for choosing Insightly The ability to schedule multiple tasks and integrate with Zapier Review Source Bartholomew G. Sales and Marketing Manager Used the software for: 2+ years ### "Long time user verging toward long-suffering user" March 14, 2018 3.0 Pros Great CRM and Pipeline Management out the box! Contact Syncing for Google is great - despite minor issues. Good simple project lists. Links nicely to Mailchimp and Xero. Cons Very very poor project management. You will need to use other packages for almost anything. No resource management. No Gantt charts. No visibility. Email integration is rudimentary. Task integration is non-existent. No Office 365 contact synchronisation. Review Source SR Scott R. Sales manager Utilities Used the software for: 2+ years ### "Good product" October 17, 2022 4.0 Sometimes finding the right space to put notes becomes a little onerous and can be clunky when trying to find a contact within a organization Pros Pretty easy to use, task and follow up easy to set up in a sign Switched from [Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/) Ease-of-use, cost Review Source Ryan M. Account Director Marketing and Advertising Used the software for: 2+ years ### "It's pretty good..." March 19, 2020 3.0 Overall, Insightly is pretty good. As with all software, you'll get what you put into it. So, if some more integrations with other software were possible, that would help greatly. Pros I like how easy it is to integrate Insightly with other software that I use, like Google Apps. This makes messaging easy. Cons I'd like it if it could speak better to our project management software. If it could keep track of existing estimates as opportunities, that would be great. Review Source Wells A. President Information Technology and Services Used the software for: 2+ years ### "Efficient, easy CRM" October 21, 2018 5.0 With its short learning curve and fast operation, Insightly save us time. We can track communications with customers, sales and more without feeling bogged down by a ponderous CRM. It includes light-weight project management that, again, doesn't tie you up in complexity. Pros Amazingly fast and easy to use and learn. The interface is very well organized. It anticipates what you need to do next and makes it available. You can type a few characters in the Search field and immediately jump to a matching Contact, Deal, etc. It integrates with Drip, a powerful Email Service Provider and works well with any email services like Office 365, webmail, Gmail and others. Cons The pricing jumped this year. Our old pricing is still good, but new customers pay the new prices. They also get some powerful new customization features. Review Source JM Jenniffer M. Emprendimiento Apparel & Fashion Used the software for: 6-12 months ### "La mejor aplicación Insightly" October 29, 2022 5.0 La aplicación hasta ahora no tiene ninguna queja al contrario funciona de maravilla Pros Que tiene funciones impactantes a más de eso es muy sencilla de utilizar Cons No tengo quejas al respecto esta aplicación es una maravilla Review Source LS Lizzie S. Client Services Manager Hospital & Health Care Used the software for: 1-2 years ### "Easy to use Internal Organization and Database" October 11, 2022 4.0 Pros We use Insightly to organize our clients data internally, but also have it available to the necessary personnel in our company and Insightly allows us to do that seamlessly. It's a very secure software as well, keeping information private and safe. It's easy to customize and use widely throughout a company. Cons The visual aspects could be improved, with better modules and graphics. But that is a minor detail. Review Source Ryan W. Data Analyst Marketing and Advertising Used the software for: 2+ years ### "Small Business CRM" August 15, 2018 4.0 Insightly is a cornerstone of our business, and works well for us right now. Pros Insightly manages all of our leads and contacts very well. It comes with filtering that lets us find targeted leads for our clients. Cons Slow and clunky. Sometimes buggy when dealing with large amounts of data. Our team has about 180,000 contacts, and Insightly sometimes can't even deal with filtering for 200-500 contacts. Review Source VR Verified Reviewer Office Manager Computer Software Used the software for: 1-2 years ### "Good tool, but there may be better options out there" February 7, 2018 3.0 Pros Integrates with Office 365, Gmail, Slack, Mailchimp, and QuickBooks fairly seamlessly, and has many more integrations as well depending on which programs you're already using. The mobile app has a great UI and pulls data from a variety of sources (your contacts, emails, and so many more) so you really have one true source of data and aren't duplicating anything, especially if you're always on the go. Cons Sometimes the mobile app has issues with crashing. The desktop version can be a bit buggy at times too, not saving what you tried saving, logging you out, or random \`tutorial popups when you've declined the initial offer. Insightly's customer support also leaves something left to be desired. I feel like the pricing was a bit high for the overall quality we received. I know a few people who have moved onto Hubspot instead and have had a better customer experience. Review Source VR Verified Reviewer VP & Director - Sales and Marketing Computer Software Used the software for: 2+ years ### "As a startup business Insightly provided a very cost effective Customer Relationship solution. " February 21, 2018 5.0 Great CRM solution for a startup business, easy to setup and use, very cost effective. Pros Easy to use and setup, very quickly we could import existing contacts and manage them. We could also enter new contacts and create custom settings to track our opportunities. Also, Insightly has a very good associated iOS app, so easy to enter new leads and manage existing customers when mobile. Review Source VR Verified Reviewer COO Entertainment Used the software for: Less than 6 months ### "Customized for our industry (awesome) but not always easy to move around" September 10, 2023 5.0 Pros As the title suggests, we've been using Insightly for a bit and we picked it because it was one of the few CRM systems that actually has different versions based on the type of organization/business that is using it. That makes the task management function perfect for us. Cons It's a great bargain for us for a full system, but we're really only using it for task management at this point. We've not expanded our use of it much because much of the functionality seems counterintuitive. We need to explore and we're a growing company and we don't have much exploration time! Review Source VR Verified Reviewer Owner Entertainment Used the software for: 2+ years ### "Bad CRM - BAD customer service - Use another CRM " October 27, 2022 1.0 Services were dropped as the time passed / all optional services became additional add-on packages / extremely bad customer service. Pros email linking / customization of fields Cons no customer service / expensive for the type of tool Review Source KS Kevin S. Product Manager Information Technology and Services Used the software for: 2+ years ### "Insightly is great to get ramped up in early days" March 3, 2023 4.0 Pros It was very easy to get set up initially and works to get started without a visualization of our internal data Cons Not a lot of ability to customize the software to what we need it to be Review Source JT Jenna T. Assistant Manager Construction Used the software for: 2+ years ### "Insightly" October 11, 2022 5.0 I have really liked using insighlty. It is very useful. Pros I love the ease to use this to schedule appointments and make reports that track which jobs are scheduled and which jobs need to be scheduled. Cons I feel like if there can be a better way to have subcontracted crews update if they completed jobs that would be great. Review Source AW Adam W. Data Administrator Veterinary Used the software for: 2+ years ### "Great For Managing Tasks" March 13, 2023 5.0 I use it every day to track individual tasks and projects and its a great way for my manager to keep track of where I am up to Pros Its easy to use for such a complex system Cons You have to download reports from a link sent in an email, would be better if the report was simply attached Review Source Amanda W. Business Development Manager Entertainment Used the software for: 6-12 months ### "My overall experience was positive and the straight forward " December 5, 2017 4.0 Pros I love that they have free version that you can use and that you have an option to upgrade to a paid version. Cons I've used other CRM's that allow me to upload emails conversations. This really helps when you're updated your contacts and trying to remember where you left off with someone. Unfortunately, this feature was not available in Insightly. Review Source Response from Insightly December 6, 2017 Hi Amanda, Thank you for the great review! We love hearing customer feedback and to address your comment on uploading emails, we do in fact have that capability. I will reach out to you in a separate message to give you info on how you can automatically link your emails to various records in Insightly. Thank you, Teresa Roche Director of Customer Engagement Abel A. Agent Hospitality Used the software for: Less than 6 months ### "Avis insightly" October 11, 2023 5.0 I like this software because of its performance and ease of use accompanied by very simple functionality and I don't blame it for anything at the moment which is rare Pros high-performance, easy-to-use software with very simple features Cons I find no disadvantages for the moment good for competing 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.