# Page 7 | Insightly Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Page 7 - 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 7 - Reviews of Insightly ## Showing most helpful reviews Showing 151-175 of 654 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use KH Kevin H. President Management Consulting Used the software for: Less than 6 months ### "Great Potential, Lack of Foresight" October 8, 2016 4.0 In general, the product is easy to learn and use. It has the potential to be great with just a few changes, but the programmers don't see the possibilities. Pros Great cost. Fairly powerful CRM system and reasonably intuitive to use. Cons Whenever you push events from your Google calendar to Insightly, the Insightly calendar makes it private with no display of time, so nobody else can see it. It just disappears for everyone else. Likewise, any event you put on Insightly marked private doesn't show on the calendar as busy. It just disappears for everyone else. So, this bug makes the calendar essentially useless for showing team member availability and for scheduling. It also prevents other scheduling app integrations from functioning properly. Tasks are simply Events that don't have a start and end time. Events should act just like Tasks and be reported the same way. A simple solution is to scrap Events altogether and simply take the code used to create beginning and ending times on Events and apply that to Tasks as an option. The Task reports and all its functionality are great. Events is a little better, but generally poor. It's not needed if the features of Events are simply added to Tasks. This would make managing tasks and events in projects incredibly easy and much better than now. Right now, you have to use another program to manage simple workflows because this is so inadequate and inflexible. To fix this and make it far better only requires a couple of simple tweaks. Project management is not great. They haven't figured out the advantages of drag and drop. Review Source AP Anil P. Editor Entertainment Used the software for: 1-2 years ### "Creative Alliance Review" July 19, 2023 4.0 Our daily task scheduling, contact database management and tracking our sales have been simplified by Insightly so thank you to the makers of this software. Pros Insightly has given us an ability to keep track of all our sales and all our clients' contact details so that we can contact anyone promptly. It is one of the bets CRM softwares and it is free for limited users and we don't need more users in our company so this software has become very useful to us. Cons There is not much cons but just one that we have found. Email integration could be improved. Other than that it is fine. Review Source KK Krystal K. Editor Media Production Used the software for: 2+ years ### "Insightly is a CRM with a very clean interface that is easy to navigate" February 18, 2020 4.0 Insightly is my favorite CRM. I love the app version, and I am able to connect Insightly with other apps. It offers great value for the product, and customer support is good, and responsive. Pros I love Insightly because it has a clean look that is easy on the eyes, and it is a very intuitive CRM, unlike many others that can overwhelm or be confusing. Cons Hard to think of many drawbacks with this CRM. Sometimes I wish the community pages and discussion boards were more lively. Reason for choosing Insightly The clean interface and nice mobile app Switched from [Zoho CRM](https://www.capterra.com/p/155928/Zoho-CRM/) Wanted a cleaner interface Review Source Caitlin P. Non-Profit Organization Management Used the software for: 6-12 months ### "Easy to use and customise" July 31, 2016 5.0 Small Australian NFP Charity that manufacturers custom disability solutions. Insightly enabled us to have a custom CRM and project management system all in one, for a 20th of the cost as other systems. We are learning things all the time and continually improving our process. The only thing I wish Insightly would do is not have their live seminars at 1am or 4am Canberra time (+10), other then that really happy. Pros Easily adaptable workflows, and the tags make it easy to sort through all the data. For us the tags are amazing as we can sort through our hundreds of volunteers by skill and location, to quickly and easily assign to projects. Cons I wish the reporting features where as intuitive as the rest of the app. Review Source VR Verified Reviewer Business Development Specialist Insurance Used the software for: 6-12 months ### "Decent software option that gets the job done" August 6, 2019 4.0 The search function is pretty limited. Also it does not scan for duplicates or similar leads that are duplicates Pros I work in sales and we are constantly qualifying leads, setting appointments, and then moving them along in the sales process. I like that it has a mobile app and it gets the job done. Cons I can't stand that you cannot mass delete the #tags feature. Review Source Response from Insightly August 9, 2019 Hi, thanks so much for your kind words. We work hard to make Insightly a preferred CRM for businesses like yours and are thrilled you're making the most out of our platform. Thank you for being our valued customer. We look forward to helping you and your team reach new heights! Hardik M. Team Leader Information Services Used the software for: 1-2 years ### "Best CRM solution for every sized organization" December 13, 2022 5.0 Pros I've been using it for over a year now and it has helped me manage my team's leads, organize events, and keep in touch with my prospects. The ease of use is fantastic, the customer service is amazing, and it's a great tool for any size organization. I would highly recommend this to anyone looking for a new CRM! Cons Some more filter option can be improve. There is no way to delete multiple files from each customer record Review Source LB Lynda B. Office Manager Computer Software Used the software for: 1-2 years ### "Move along, nothing to see here" January 17, 2018 1.0 I wish we had tested Insightly much more strenuously before proceeding with purchase of this software. I guess we just didn't know what we didn't know, and so when the linking issue (or non-linking issue) because glaringly apparent, we had already finished the trial period. We just (wrongly) assumed that a feature so integral to an effective customer relationship package would work! Pros It has been convenient for our company's internal tracking of sales rep opportunity closes/losses. Also the reports are nicely customizable, so calculating commissions due is simplified for our small business. Cons The complete absence of functional linking between emails, organizations, and individuals renders this "Contact Relationship" software a total bust. Technical support has know about the issue for well over a year, but it's not really a "priority" to them. They make lots of ineffectual suggestions, tossing the issue back in the lap of the end-user, but none of the "fixes" actually work. You must link all emails, manually, to each contact, organization, and opportunity, if you want to be assured of a linking relationship. Review Source VR Verified Reviewer Web Content Manager Furniture Used the software for: 6-12 months ### "Good CRM for small businesses or independents, but a little limited" June 16, 2018 4.0 Helps me keep track of all my customers and manage their lifecycles. Gives me insight into my customer base with basic reports Pros I like Insightly's ease of use, its UI, and the fact that it is fairly flexible for building it out for different use cases. That's very important with CRMs; the degree to which you can customize it without paying a lot extra. I think insightly is aimed at smaller operations, and it does help you to be able to organize and manage your customers much better than not having a CRM at all. I'm able to track the relationship history and communication with each of my customers in one place. Cons The functionality is a little limited if you start wanting to do more advanced things, so if you start really growing or you plan to grow fast, you may want to give more thought to your selection. I find myself going through a lot (what I feel) are unnecessary menus and screens; too many clicks to get to the information I need. In that way informational organization and navigation feels a bit clunky. Review Source TL Tobias L. Business Intelligence Manager Veterinary Used the software for: 2+ years ### "CRM and More" March 17, 2023 4.0 Good but a steep learning curve as a lot id not intuitive Pros I most liked Workflow management and activity lists Cons USer interface for Project and Task Management Review Source TE Thomas E. Founder Computer Software Used the software for: Less than 6 months ### "Almost Perfect - But not quite!" October 5, 2016 4.0 After using many CRM systems from Salesforce, Zoho, Apptivo, Pipeline Deals, Pipedrive, Base CRM and more, Insightly is a 'breath of fresh air' (even though that is getting a bit stale lately - more on that shorty). Frankly, after looking at many of these systems, I was tempted to design and create my own system (I have been a software engineer for 30 years and own a software development firm as one of my companies). Yet I decided to give Insightly the last shot. It works great - almost the way I would have designed. There are some weaknesses as well, most of all the lack of the support teams response to multiple request of the same kind and promising future fixes that 'are just not coming'. That all said, Insightly is well rounded, has lots of integration options and works very well for most CRM needs, especially around customer service, contacting, tracking and task planing. Even light weight project management is included in 2 different forms - pipelines or more traditional but more complicated to use project management optionsl Pros Here are just a few pros: \* Easy to use and learn \* Integrated Light Weight Project Management \* Fast Response \* Great note taking \* Easy task tracking \* Great for sales cycles and customer service alike \* Useful Integrations \* Better User Interface than most (every tried Salesforce and couldn't find anything?) Cons A couple of Cons: \* Service - The guys and gals at Insightly need to learn to listen and pass information 'up the management chain' \* Task and Event Handling need improvement as reported by many clients \* Need fully functional 2-way sync with Google Calendar \* Need real workflow functionality instead of clunky Project Management (to their defense, lots of systems 'miss this one') Review Source Brittney M. Marketing Manager Consumer Services Used the software for: 1-2 years ### "A great tool for task management and storing client information. " March 28, 2018 4.0 Pros It's easy to create and manage tasks for each client and you can assign them to different team members. Being able to add tags for the category of the task (marketing, sales, content, etc) make it to sort through tasks and prioritize. Cons Since this software can also be used to track progress in the sales funnel there are multiple places to store company information. This can get confusing when incomplete information is saved in different areas. Review Source CR Carlos R. Client services director Design Used the software for: 2+ years ### "For it's cost its good, but there are better options on the market" October 27, 2020 3.0 Good for introducing into a crm Pros Easy and low price. For it's cost its good, but there are better options on the market Cons there are not much options to integrate it with third party apps Review Source Kristy W. Software Developer Internet Used the software for: 1-2 years ### "Superb product with splendid customer support" September 25, 2019 4.0 In short I would say all the features of this product are good enough to uphold my workflow in a very stunning way. Pros With the help of this am able to track all my deliverables as well to make my customers satisfied from its amazing efficiencies and also helps in the better growth of my business. Pricing plans of this specific product are of great use in order to manage all the businesses regardless of their size. Cons The customer support system of this unique application helps me to get my solutions in just few minutes without any longer waiting. I am satisfied with each and every feature of this fabulous tool. Review Source Response from Insightly October 2, 2019 Thanks so much for your kind note, Kristy. At Insightly we work hard to make sure our customers have a great experience with our platform and are able to build lasting relationships with their own customers. Your feedback means a world to us and inspires us to keep up the good work. Cheers, the Insightly team David K. General Manager Consumer Services Used the software for: 2+ years ### "Simple CRM - but a little confusing" January 17, 2019 4.0 I like the product, been using it for 3 years, but dislike the search interface and functionality and lack of phone support. Pros Cloud based so it’s available everywhere, Insightly nicely tracks your sales efforts. Use the google chrome extension or better yet - bcc - your Insightly internal email and all of your correspondence send up in the system creating new contacts and organizations automatically. Pretty slick. Go back in and add notes and schedule follow up tasks. Cons Searching is confusing. If I search for a phone number to see if I have already contacted this person and the phone. Number is not found, a list of all contacts is returned instead is a not found message. Seems that whenever our team tries to see if that contact is in our database already we don’t get acccurate results. Maybe it’s us but this is 3 people that are relatively intelligent and all having the same frustration. I looked for a support number to speak with someone to see what we are doing wrong - doesnt exist. Review Source VR Verified Reviewer Director of Sales and Marketing Information Technology and Services Used the software for: 1-2 years ### "A good value CRM" November 4, 2021 3.0 It was a good starter CRM for the company but we outgrew the offerings in about 2 years. Pros The most attractive thing about Insightly when I was using it was the price. The 1st level paid service was worth the money. Cons Insighlty was awkward to manage and did not offer the automation of pushing tasks along. Review Source Angela B. Content Developer Information Technology and Services Used the software for: 1-2 years ### "The most efficient, effective and powerful tool" September 24, 2019 4.0 In short I would say all these features are good enough to maintain my workflow in a very stunning way. Pros For me the basic features that helps in growth of my sales is it’s email services that allows me to send multiple emails at a time to multiple people in my contact list. Furthermore, the integration power of this application is quite unique that enables me to work simultaneously on different useful applications. Cons I like each and every feature of this product as it provides me benefits in all aspects. I am a big fan of it. So truly I am having no complains at all. Review Source Response from Insightly September 26, 2019 Hi Angela! Thank you for your feedback and enthusiasm about Insightly CRM! Your experience and satisfaction with Insightly CRM are our priority and we're excited your experience reflects that. We look forward to creating many more great Insightly CRM moments for you. Make sure to keep up with Insightly news and updates, follow us on Twitter and Facebook. LK Larry K. Director of Insurance & Advanced Planning Investment Management Used the software for: 1-2 years ### "Insightly with IAA" March 17, 2023 5.0 It has been pretty good. I would just like for my calls to be tracked in activity. Pros Tracking past activities and sales opportunities. Cons Not being able to track phone call activity. Review Source Tobias D. Commercial Manager Internet Used the software for: 1-2 years ### "Price is great, UX/UI not so much." September 9, 2019 3.0 The CRM tool does what's required, but the UX/UI isn't intuitive to me. It happens too often that I need to click too many buttons to get done what I wanted. Pros Compared to other tools out there it's priced very reasonably. The graphical design (colours etc). are nice. Cons The User Experience/User Interface. It doesn't work as intuitive as other CRM systems I've experienced so far. Alternatives considered [Teamleader](https://www.capterra.com/p/153190/Teamleader/)[Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/) Review Source Response from Insightly September 10, 2019 Hi Tobias. Thanks so much for your feedback. We'll use it to further improve our products and services. We hope you're also using our Resource Center to get answers to your questions/concerns and pick up tips on how to make the most out of our products and services. As always, thank you for being our customer. SG Susan G. Chief Marketing Officer Veterinary Used the software for: 2+ years ### "Casual user" March 17, 2023 2.0 Feels like very hard work every time you use it.v Pros The search function, to a point.I like that we have a CRM system. Cons It doesn't look good. The work flow is clunky. It's so beige. The graphical elements are uninspiring. It is not intuitive. Review Source TF Tristan F. Account Managment Agent Construction Used the software for: 6-12 months ### "An Essencial System" October 25, 2022 4.0 Positive Pros Being able to track information on hundreds and thousands of accounts is very convenient. It feels a little bit like a search engine sometimes, but the data we can store is incredibly beneficial to our business. Would not be able to do our jobs without this program or one like it Cons Because of the large number of accounts, we have to rely on the search function to find accounts, and sometimes that can be finnicky when the information I've been given to find an account doesn't pull anything up. Review Source SS Spencer S. ICX Specialist Utilities Used the software for: 1-2 years ### "Easiest way to manage our information" October 11, 2022 4.0 Pros Insightly is the best way for us to manage the various clients we have. Cons Sometimes it gets overloaded when too many people use it at once. Review Source RG Ralph G. Design Admin Electrical/Electronic Manufacturing Used the software for: 1-2 years ### "User Friendly" March 17, 2023 4.0 Good Pros Insightly has been user friendly since, easy to navigate Cons Sometimes there are bugs wherein you were able to save the changes but it does not reflect asap Review Source JR Justin R. Project Manager Marketing and Advertising Used the software for: 1-2 years ### "Powerful CRM Tool and So Much More" May 29, 2019 5.0 Insightly makes managing client relationships, prospecting, and marketing as simple as a single, fully-integrated platform that allows you to utilize and compare insights across all of those arms of your business. Pros Its seamless integration across all devices and its full feature platform that functions not only as a CRM, but also a project manager, lead router, and marketing automation hub. It is the one-stop shop for pretty much every internal software every business needs. Cons Because of its multi-faceted functionalities there can be a bit of a learning curve associated with onboarding the product, and it also can get relatively expensive compared to other CRMs. Although, once you factor in the fact that it replaces several other tools you are likely already paying for, the value makes up for itself quickly. Review Source JB Jovana B. admin Electrical/Electronic Manufacturing Used the software for: 6-12 months ### "I like Insightly" March 15, 2023 4.0 Pros I like the categories, sections, fields details options, user interface overall Cons Not working keyboard shortcuts really hurt my feelings :D Switched from [Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/) Change of job Review Source Joel B. Technology Consultant Used the software for: 1-2 years ### "Amazingly Good with Great Features and Low Cost" May 12, 2018 5.0 We finally have a CRM that fits our budget, is easy to use, integrates with our other company software, and has all the features we need. Pros I love the simplicity of the user interface, user experience, administrator experience, and company setup. I can't say enough how easy it is to use Insightly and how powerful its features are. It is very easy to integrate with other software such as Xero and Mailchimp. Don't let the ease of use fool you, there is a ton of functionality under the hood. Cons I wish I could customize the user interface more than just putting in a company logo. Being able to select the main color instead of orange is the feature I want the most. Considering I have very little criticism about this product should speak to it's quality. 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