# Insightly Software 2026: Features, Integrations, Pros & Cons | Capterra > Capterra's in-depth exploration of Insightly Software's capabilities reveals its suitability for various software needs and provides a comprehensive overview of Insightly Software pricing, features, integrations, and potential alternatives. Source: https://www.capterra.com/p/130671/Insightly --- # Insightly Software Review 2026: Features, Integrations, Pros & Cons Last updated on October 14, 2025 Written byLisa Morris Lisa Morris Lisa Morris is an associate principal analyst at Capterra, covering the healthcare and medical industry, with a focus on technologies impacting independent practices and mental healthcare, such as electronic medical records and practice manage... [See bio & all articles](https://www.capterra.com/resources/author/lmorris/) Edited byNiels Juist Niels Juist [See bio & all articles](https://www.capterra.com/resources/author/niels-juist/) Written by [Lisa Morris](https://www.capterra.com/resources/author/lmorris/) Lisa Morris is an associate principal analyst at Capterra, covering the healthcare and medical industry, with a focus on technologies impacting independent practices and mental healthcare, such as electronic medical records and practice management tools. Edited by [Niels Juist](https://www.capterra.com/resources/author/niels-juist/) Independent research methodology Capterra’s researchers use a mix of verified reviews, independent research and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or speak to an advisor, this has no influence on our research or methodology. 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[Learn more](https://www.capterra.com/resources/how-we-ensure-transparency/) [Key takeaways](#key-takeaways)[Our verdict](#our-verdict)[Alternatives](#alternatives)[Users](#users)[Pros and Cons](#pros-cons)[Interface](#interface)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews) Insightly Insightly Overview: ### Key takeaways Insights from verified Capterra reviews Insightly helps small businesses manage customer relationships, tasks, and sales workflows in one platform. It’s most used by marketing, IT services, and construction teams. Users value its contact linking and task scheduling tools, though reporting and lead tracking are often flagged. Recent AI updates and workflow automation improve speed and reduce manual effort. ### Our verdict Insightly suits teams that rely on daily CRM activity and need built-in task and contact management. Its automation and integration features support fast-paced workflows. However, buyers should weigh trade-offs like limited reporting depth and lead tracking flexibility. For SMBs prioritizing customization and connected tools, Insightly delivers meaningful operational gains. Overall rating Based on 654 user reviews Reviews sentiment Positive 79% Neutral 13% Negative 7% Pros & cons Tailored for small businesses Comprehensive activity tracking tools Unresponsive and inaccessible support Limited and cumbersome email features Starting price $29 Per User, Per Month Free trial available Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for Insightly?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=http://www.insightly.com&name=Insightly) ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### Insightly 4.0 (654) VS. [4.4 (18,768)](https://www.capterra.com/p/61368/Salesforce/reviews/) Starting Price $29 Per User, Per Month Starting Price $25 Per User, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 4.0 (602) Ease Of Use 4.0 (18,103) Value For Money 4.0 (464) Value For Money 4.0 (12,792) Customer Service 3.8 (453) Customer Service 4.1 (14,024) ## Insightly alternatives Insightly may not suit every team, especially if your priorities include deeper reporting capabilities, more flexible lead tracking, or a simplified interface for managing high-volume client data. Explore other tools that align better with your specific needs. [4.5 (4,451)](https://www.capterra.com/p/152373/HubSpot-CRM/reviews/) Starting price $20.00 Per User, Per Month [4.3 (6,964)](https://www.capterra.com/p/155928/Zoho-CRM/reviews/) Starting price $14.00 Per User, Per Month Highest Rated [4.7 (723)](https://www.capterra.com/p/204998/Bigin-by-Zoho-CRM/reviews/) Starting price $7.00 Per User, Per Month [4.2 (1,294)](https://www.capterra.com/p/135618/Odoo/reviews/) Starting price $31.10 Per User, Per Month [View all alternatives](https://www.capterra.com/p/130671/Insightly/alternatives/) ## Who uses Insightly? Based on Capterra reviews from the past 4 years Talk to a software expert to get a free software list tailored to your business needs ## Pros and Cons Tailored for small businesses 90% positive reviews out of 72 Most reviewers indicate professional use is enhanced by affordable pricing, scalability, and features supporting small business growth. Hanane M Freelance, 1 employee. "Insight features a comprehensive feature set, and is easy to use, making it a popular choice for companies looking to streamline their operations and drive growth." Unresponsive and inaccessible support 41% negative reviews out of 99 Some users say customer support is difficult to reach, slow to respond, and often unhelpful with technical or setup concerns. Comprehensive activity tracking tools 87% positive reviews out of 47 Most users report tracking features help manage contacts, monitor project progress, and organize client information efficiently. Marek T CEO, 2 - 10 employees. "The platform provided a user-friendly interface that made it easy to manage and track customer relationships." Limited and cumbersome email features 36% negative reviews out of 92 Some reviewers indicate email integration is restrictive, requiring manual linking and lacking robust tracking or automation options. Efficient teamwork and coordination 97% positive reviews out of 34 Most reviewers describe team collaboration as streamlined, with easy task assignment and improved communication among members. Mark B Owner Broker, 2 - 10 employees. "Good amount of Task Management Features and strong Team Collaboration features." Frequent glitches and slow performance 89% negative reviews out of 45 Most users report bugs and issues, including slow loading, persistent glitches, and unresolved technical problems affecting reliability. ## Insightly's interface Insightly’s interface is structured for task and contact management, with visual cues that support tracking and collaboration. While users appreciate its clarity and linking features, some mention friction with bulk editing, search filters, and layout consistency across modules. 2+ Lisa Morris Reviewers often highlight how Insightly’s interface helps teams stay organized by linking contacts, tasks, and projects in one view. However, inconsistent field formatting and limited customization in views can slow workflows, especially during reporting or lead conversion. Ease of Use 4.0 (602) 4.0 Based on 602 reviews ## Key features View by: These features have been rated as most important by users based on their reviews. View by: Get Advice We can help you find the software with the features you need. Lisa Morris Insightly’s top-rated features help teams stay aligned and reduce manual follow-ups. The ability to link tasks, contacts, and communications in one place supports faster decision-making and keeps client interactions organized across departments. Features 3.9 (570) 3.9 Based on 570 reviews The Insightly features below were rated the highest by our reviewers. Our commentary is based on reviewer sentiment and collective feedback from reviews published in the past two years. Task scheduling 4.3 (46) 46 reviewers rated this feature Enables teams to assign goals, set recurring tasks, and receive reminders to manage high volumes of work. The team task feature supports collaboration across regions and helps reduce email clutter. Task progress tracking 4.2 (48) 48 reviewers rated this feature Provides visibility into project status with visual cues and milestone triggers. Teams use it to stay organized, update statuses, and streamline reporting workflows. CRM 4.1 (30) 30 reviewers rated this feature Supports contact management, communication tracking, and linking emails, tasks, and projects. Reviewers value its simplicity and ability to maintain strong customer relationships. Contact management 4.0 (80) 80 reviewers rated this feature Helps organize, tag, and link contacts to leads, tasks, and projects. Real-time updates improve team coordination, though some users report lag during bulk edits. Workflow automation 0 reviewers rated this feature Automates repetitive tasks across sales, marketing, and service workflows. Teams can trigger actions based on field updates, lead status changes, or project milestones, reducing manual effort and improving consistency across departments. Custom page layouts 0 reviewers rated this feature Allows teams to tailor record views by role or department. Admins can configure layouts to show only relevant fields, sections, and tabs, helping users focus on what matters most and reducing clutter in high-volume environments. Products, price books, and quotes 0 reviewers rated this feature Supports structured selling by linking products to price books and generating quotes directly within the CRM. This helps sales teams manage pricing variations, streamline proposals, and maintain consistency across deals. Comprehensive audit logging 0 reviewers rated this feature Tracks user actions across the platform, including record edits, login activity, and workflow changes. This feature supports compliance, internal reviews, and security audits by providing a clear trail of system interactions. AI-generated email summaries 0 reviewers rated this feature Summarizes long email threads into key points with a single click. Helps users scan conversations faster and reduces time spent piecing together context before meetings or follow-ups. Copilot assistant 0 reviewers rated this feature An AI-powered sidebar tool that understands CRM data and relationships. Enables users to request deal summaries, create follow-up tasks, and check opportunity status without manual searching. Native DocuSign integration 0 reviewers rated this feature Allows users to generate quotes and send them for signature directly from Insightly. Tracks view and signature status within the CRM, eliminating the need to switch apps. Unbounce landing page integration 0 reviewers rated this feature Automatically routes leads from Unbounce into Insightly, tagged and assigned instantly. Reduces manual entry and improves lead handoff between marketing and sales. All key features (137) Define levels of authorization for access to specific files or systems 100.00% of 6 reviewers that rated this feature as important or highly important Dashboard to view the status of ongoing processes, identify current incidents and track past activities 50.00% of 2 reviewers that rated this feature as important or highly important Track and document all activities across devices, networks, and other systems 85.71% of 7 reviewers that rated this feature as important or highly important Continuous profile-based stream of news and activity 0% of 0 reviewers... Summarizes long email threads into key points with a single click. Helps users scan conversations faster and reduces time spent piecing together context before meetings or follow-ups. 0 reviewers rated this feature Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges 31.58% of 19 reviewers that rated this feature as important or highly important Application programming interface that allows for integration with other systems/databases 0% of 0 reviewers... Schedule appointments via a calendar 45.45% of 11 reviewers that rated this feature as important or highly important Assign issues and tasks based on availability or required skills 100.00% of 2 reviewers that rated this feature as important or highly important Software's ability to perform similar action on multiple similar files simultaneously 0% of 0 reviewers... Create budgets based on historical data and future projections 0% of 0 reviewers... Capture contact information by scanning a physical item and having the system automatically extract data from the scan 0% of 0 reviewers... Synchronize with other calendars to view mutual availability and schedules 100.00% of 1 reviewers that rated this feature as important or highly important Notifications/alerts for upcoming events or tasks 28.57% of 7 reviewers that rated this feature as important or highly important Create a collection of marketing actions to complete specific goals and plan and analyze campaign results 0.00% of 3 reviewers that rated this feature as important or highly important Provides a channel for team members to share media files, communicate, and work together 0.00% of 9 reviewers that rated this feature as important or highly important Leave comments and notes on documents for others to view 80.00% of 5 reviewers that rated this feature as important or highly important Tracking, calculating, and paying commissions and earnings to employees 0% of 0 reviewers... Tracks user actions across the platform, including record edits, login activity, and workflow changes. This feature supports compliance, internal reviews, and security audits by providing a clear trail of system interactions. 0 reviewers rated this feature Configure existing workflows to meet your organization's needs 0% of 0 reviewers... With this capability, you can centralize and update contact data efficiently, link contacts to organizations, and sync with Google. Users think it’s easy to manage large databases, customize fields, and keep all employees informed, but some wish for better search and interface quality. 70.00% of 80 reviewers that rated this feature as important or highly important Insightly offers a straightforward way to organize, update, and monitor contacts, making it easy to track client interactions and history. Reviewers appreciate its user-friendly design, customization options, and ability to share updates across teams, though some mention occasional lag and search limitations. 71.95% of 82 reviewers that rated this feature as important or highly important Helps organize, tag, and link contacts to leads, tasks, and projects. Real-time updates improve team coordination, though some users report lag during bulk edits. 80 reviewers rated this feature Track, store, and access client contracts or licenses 0% of 0 reviewers... An AI-powered sidebar tool that understands CRM data and relationships. Enables users to request deal summaries, create follow-up tasks, and check opportunity status without manual searching. 0 reviewers rated this feature Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system 80.00% of 30 reviewers that rated this feature as important or highly important Supports contact management, communication tracking, and linking emails, tasks, and projects. Reviewers value its simplicity and ability to maintain strong customer relationships. 30 reviewers rated this feature Allows teams to tailor record views by role or department. Admins can configure layouts to show only relevant fields, sections, and tabs, helping users focus on what matters most and reducing clutter in high-volume environments. 0 reviewers rated this feature A collection of customer information such as contact details, demographics, previous interactions, etc. 77.27% of 22 reviewers that rated this feature as important or highly important Initiate interactions with customers by proactively starting conversations or providing informational content 0% of 0 reviewers... Process of dividing customers into groups based on common characteristics 0% of 0 reviewers... Provide online support for your customers through live chat or help desk functionality 0% of 0 reviewers... Add customized logos and colors to align with company branding 0% of 0 reviewers... Customize data fields to support various needs and use cases 84.62% of 13 reviewers that rated this feature as important or highly important Alter the layout and content of reports 62.50% of 8 reviewers that rated this feature as important or highly important Pre-designed layouts that can be customized to match preferences and requirements 0.00% of 2 reviewers that rated this feature as important or highly important Assembly of graphs and charts for visualizing and tracking statistics/metrics 0% of 0 reviewers... Creation and customization of dashboards 0% of 0 reviewers... Import and export data to and from software applications 52.78% of 36 reviewers that rated this feature as important or highly important Graphical representation of data 0% of 0 reviewers... Defines specific deal parameters to negotiate and secure deals 0% of 0 reviewers... Store, manage, and track all electronic documents in a centralized location 66.67% of 6 reviewers that rated this feature as important or highly important Store and organize documents in a centralized system 0.00% of 2 reviewers that rated this feature as important or highly important Assemble applications and processes by dragging over and arranging pre-built components 50.00% of 2 reviewers that rated this feature as important or highly important Model the varying behavior of a system over time through diagrams 0% of 0 reviewers... Manage, store and organize emails within the system or via third-party apps 81.25% of 16 reviewers that rated this feature as important or highly important Create and send email blasts/campaigns 0% of 0 reviewers... Pre-made examples and templates for emails 0% of 0 reviewers... Track delivered, received, and opened emails 0% of 0 reviewers... Predefined actions automatically performed on the occurance of specific events 0% of 0 reviewers... Manage or track sales completed by field teams/employees 0% of 0 reviewers... Create, save, and store files 0% of 0 reviewers... Public or private sharing of digital files such as documents, audio/video, images, and more 20.00% of 5 reviewers that rated this feature as important or highly important Intended to be used by insurers 0% of 0 reviewers... Operate/access software on iPad Devices 0% of 0 reviewers... Operate/access software on Mac Devices 0% of 0 reviewers... Caters to sales teams 0% of 0 reviewers... Designed for small businesses 100.00% of 1 reviewers that rated this feature as important or highly important Primarily serving startup companies 0% of 0 reviewers... Form predictions based on past and present data/trends 33.33% of 3 reviewers that rated this feature as important or highly important Establish measurable goals and objectives and track their progress over a specific period of time 0% of 0 reviewers... Visual representation of data using various graphical elements such as charts, graphs, maps & other visual aids 0% of 0 reviewers... Track interaction history by documenting conversations for contacts 45.45% of 11 reviewers that rated this feature as important or highly important Incorporation of a chat or messaging system within an organization's internal communication infrastructure 0% of 0 reviewers... Visualization tool to organize and optimize tasks and track their status at every stage of workflow 0.00% of 1 reviewers that rated this feature as important or highly important Automatically identify and save contact information of potential customers 54.84% of 31 reviewers that rated this feature as important or highly important Route and distribute your leads to third party buyers 0% of 0 reviewers... Manage the process of attracting and converting business prospects into leads 100.00% of 1 reviewers that rated this feature as important or highly important Insightly helps you track, update, and convert leads, simplifying follow-ups and sales progress. Some reviewers find it efficient and easy to use, with automation and shared access, but others mention basic functionality and wish for more options without extra cost. 51.14% of 88 reviewers that rated this feature as important or highly important Engage with a lead throughout the sales process by actively providing information 0% of 0 reviewers... Score a lead on their quality or likelihood to buy based on certain behaviors 0.00% of 2 reviewers that rated this feature as important or highly important Score a lead based on quality or likelihood to buy/convert based on predetermined criteria 0% of 0 reviewers... Divide leads into buckets based on predefined criteria and routing rules 66.67% of 3 reviewers that rated this feature as important or highly important Automate workflows and trigger campaigns based on customer actions 0.00% of 2 reviewers that rated this feature as important or highly important Access software remotely via mobile devices 0.00% of 2 reviewers that rated this feature as important or highly important Access the system via a mobile application 0% of 0 reviewers... Using physical, mathematical, or logical models as a basis for simulations to generate data for managerial or technical decision-making 0% of 0 reviewers... Observe and track the demand, usage, progress or quality of a system, product, or user 0% of 0 reviewers... Manage and handle various international currencies 0% of 0 reviewers... Allows users to generate quotes and send them for signature directly from Insightly. Tracks view and signature status within the CRM, eliminating the need to switch apps. 0 reviewers rated this feature Track all opportunities for potential sales and convert them into recurring revenue 100.00% of 2 reviewers that rated this feature as important or highly important Level of completion within a task 0.00% of 1 reviewers that rated this feature as important or highly important A set of indicators that tracks the performance of networks, applications, systems, teams, etc. 0% of 0 reviewers... Track the progress of long term goals, campaigns, and opportunities, for sales, projects, business ventures etc. 57.14% of 7 reviewers that rated this feature as important or highly important Visual representation of sales prospects & how many deals are in your sales funnel, the stage each deal is in, and the value of deals. 0% of 0 reviewers... Arrange tasks based on the level of priority or urgency 69.23% of 13 reviewers that rated this feature as important or highly important Streamlining repetitive tasks and activities through automated and predefined workflows 0% of 0 reviewers... Supports structured selling by linking products to price books and generating quotes directly within the CRM. This helps sales teams manage pricing variations, streamline proposals, and maintain consistency across deals. 0 reviewers rated this feature Organize and schedule projects 47.37% of 38 reviewers that rated this feature as important or highly important Defining the project's scope, deliverables, schedules, resources, budget, critical path, dependencies and constraints 66.67% of 6 reviewers that rated this feature as important or highly important Pre-designed project plans that can be customized 0% of 0 reviewers... Monitor the progress of projects from start to finish 50.00% of 2 reviewers that rated this feature as important or highly important Create proposals based on costs of labor and materials 0% of 0 reviewers... Tools designed to streamline the process of lead generation and management for sales teams 100.00% of 2 reviewers that rated this feature as important or highly important Generate quotes or estimates for customers 0.00% of 1 reviewers that rated this feature as important or highly important Analyze and gain insights into data in real-time 50.00% of 2 reviewers that rated this feature as important or highly important Receive data and information in real time 0% of 0 reviewers... Notifications that are delivered to users as soon as an event occurs 0% of 0 reviewers... Active reporting of data and metrics 100.00% of 1 reviewers that rated this feature as important or highly important Receive system updates as soon as any changes are made 66.67% of 3 reviewers that rated this feature as important or highly important Set the frequency of a task's occurrence 100.00% of 3 reviewers that rated this feature as important or highly important Log and store the source of contacts/leads 0.00% of 1 reviewers that rated this feature as important or highly important Timed notification for any upcoming task, deadline, appointment, or activity 0% of 0 reviewers... Collection, analysis, and representation of numerical data and generation of reports to understand various patterns 100.00% of 2 reviewers that rated this feature as important or highly important It gives you tools to quickly create, customize, and download reports for sales and performance tracking. Reviewers indicate it’s intuitive and helpful for monitoring KPIs, but some mention limitations in cross-object reporting, dashboard cards, and free version restrictions. 57.41% of 54 reviewers that rated this feature as important or highly important Track task progress, milestones, delays, or other key information and generate reports on them for evaluation 36.36% of 11 reviewers that rated this feature as important or highly important Set & manage permission levels based on user roles and restrict access to only authorized individuals 0% of 0 reviewers... Define, track, and/or automate sales activities and sales processes 100.00% of 1 reviewers that rated this feature as important or highly important Estimate of expected sales revenue within a specific time frame, such as quarterly, monthly or yearly based on past trends and reports. 0% of 0 reviewers... This aspect lets you visualize and customize sales stages, track project progress, and adapt roles. Reviewers appreciate its daily use, clear trajectory, and efficiency, but some feel it’s basic, report glitches, and desire more customization and easier reporting. 53.66% of 82 reviewers that rated this feature as important or highly important Reports specific to sales analysis for trends and strategies 0% of 0 reviewers... Analyze the current state of sales data to accurately understand trends and forecast future sales numbers. 0.00% of 2 reviewers that rated this feature as important or highly important Search and filter data across systems to locate required information by entering keywords or certain criteria 66.67% of 18 reviewers that rated this feature as important or highly important Group leads or contacts based on their specific characteristics 0% of 0 reviewers... Share contacts with other applications like Gmail and CRM 75.00% of 4 reviewers that rated this feature as important or highly important Allow users to access multiple services after entering their login credentials once 0% of 0 reviewers... Apply statistical/mathematical models to sets of data 0% of 0 reviewers... Attach digital tags to documents and assets for identification, search, or monitoring purposes 0% of 0 reviewers... UI looks like task board 0% of 0 reviewers... Edit task information and all related elements 71.43% of 7 reviewers that rated this feature as important or highly important Create, manage and track all task activities and progression 52.94% of 17 reviewers that rated this feature as important or highly important Track the status and progress of tasks 62.50% of 48 reviewers that rated this feature as important or highly important Provides visibility into project status with visual cues and milestone triggers. Teams use it to stay organized, update statuses, and streamline reporting workflows. 48 reviewers rated this feature Track and manage the scheduling of tasks 69.57% of 46 reviewers that rated this feature as important or highly important Enables teams to assign goals, set recurring tasks, and receive reminders to manage high volumes of work. The team task feature supports collaboration across regions and helps reduce email clutter. 46 reviewers rated this feature Add labels or tags to tasks 0% of 0 reviewers... Create, save, and re-purpose templates for emails, forms, etc. 100.00% of 1 reviewers that rated this feature as important or highly important Organize customer data and accounts by user or geography 0% of 0 reviewers... Addition of necessary external data, applications, tools, or features 0% of 0 reviewers... Set up connections to third-party platforms to improve business processes 33.33% of 12 reviewers that rated this feature as important or highly important A digital list of items that need to be completed 0% of 0 reviewers... Automatically routes leads from Unbounce into Insightly, tagged and assigned instantly. Reduces manual entry and improves lead handoff between marketing and sales. 0 reviewers rated this feature Interact with data visualization elements, such as charts and graphs, to drill down into data 0% of 0 reviewers... Web form that allows users to enter data that is sent and processed for different reasons 0% of 0 reviewers... SaaS, web-based, online deployment 100.00% of 2 reviewers that rated this feature as important or highly important Automates repetitive tasks across sales, marketing, and service workflows. Teams can trigger actions based on field updates, lead status changes, or project milestones, reducing manual effort and improving consistency across departments. 0 reviewers rated this feature Create, design and manage workflows for repetitive tasks 59.38% of 32 reviewers that rated this feature as important or highly important Get Advice We can help you find the software with the features you need. Lisa Morris Insightly’s top-rated features help teams stay aligned and reduce manual follow-ups. The ability to link tasks, contacts, and communications in one place supports faster decision-making and keeps client interactions organized across departments. Features 3.9 (570) 3.9 Based on 570 reviews ## Pricing Value for money 4.0 (464) Insightly’s entry-level Plus plan costs $29 per user, per month, billed annually. This is slightly below the average SMB CRM budget range of $35 to $105. Pricing scales by tier, with the Professional and Enterprise plans offering more advanced features at $49 and $99 per user, per month, respectively. Free Trial [View pricing plan details](https://www.capterra.com/p/130671/Insightly/pricing/) Plus $29.00 Per User,Per Month It includes: - Apply Task and Event Activity Sets - Assign Sales Teams - Attach Files From Cloud Storage - Automatic Duplicate Detection - Automatic Social Profile Enrichment - Batch Update Records With Ease - Built-in Business Intelligence Dashboards - Calendar and Docs - Calendar and Onedrive - Calendar Sync - Calendar Synchronization - Cloud File Storage Integration - Configurable Project Processes - Configurable Reports - Contact and Organization Management - Contact Sync - Customizable Sales Processes - Customized Report Scheduling and Emailing - Email Templates - Gmail Integration - Insightly Gmail Add-on - Insightly Outlook Add-on - Integrated Project Management - Integration With Google G-Suite Login - Integration With Microsoft Office 365 Login - Lead Management - Mass Emailing - Milestones and Associated Task Tracking - Mobile Contact and Calendar Integration - Mobile Voice Notes - Opportunity Management - Outlook Integration - Over 250 Integrations to Business Apps - Published Web Services AP - Real-Time Mobile Data Synchronization - Relationship Linking - Slack Integration With AI Bot - Standard Support Plan - Task and Event Management - Visualize Leads With Kanban - Web to Lead Capture Professional $49.00 Per User,Per Month It includes: - 100 Customizable Insight Cards - Apply Task and Event Activity Sets - Assign Sales Teams - Attach Files From Cloud Storage - Automatic Duplicate Detection - Automatic Social Profile Enrichment - Batch Update Records With Ease - Build and Share Customized BI Dashboards - Built-in Business Intelligence Dashboards - Calendar and Disintegration With Microsoft Office 365 Login - Calendar and Onedrive - Calendar Synchronization - Cloud File Storage Integration - Complete Workflow Automation - Configurable Project Processes - Configurable Reports - Configurable Webhooks - Contact and Organization Management - Contact Sync - Customizable Sales Processes - Customized Report Scheduling and Emailing - Custom Object Creation - Email Templates - Gmail Integration - Insightlygmail Add-on - Insightly Outlook Add-on - Integrated Project Management - Integration With Google G-Suite Login - Lead Assignment and Routing - Lead Management - Mass Emailing - Milestones and Associated Task Tracking - Mobile Contact and Calendar Integration - Mobile Voice Notes - Opportunity Management - Outlook Integration - Over 250 Integrations to Business Apps - Published Web Services Apocenter Sync - Real-Time Mobile Data Synchronization - Relationship Linking - Schedule Outbound Emails - Slack Integration With AI Bot - Standard Support Plan - Task and Event Management - Visualize Leads With Kanban - Web to Lead Capture Enterprise $99.00 Per User,Per Month It includes: - Apply Task and Event Activity Sets - Assign Sales Teams - Attach Files From Cloud Storage - Automatic Duplicate Detection - Automatic Social Profile Enrichment - Batch Update Records With Ease - Build and Share Customized BI Dashboards - Built-in Business Intelligence Dashboards - Calculated Fields on Any Object - Calendar and Disintegration With Microsoft Office 365 Login - Calendar and Onedrive - Calendar Sync - Calendar Synchronization - Cloud File Storage Integration - Complete Workflow Automation - Configurable Project Processes - Configurable Reports - Configurable Webhooks - Contact and Organization Management - Contact Sync - Customizable Sales Processes - Customized Report Scheduling and Emailing - Custom Object Creation - Custom Validation Rules - Dynamic Page Layout Rules - Email Templates - Gmail Integration - Insightlygmail Add-on - Insightly Outlook Add-on - Integrated Project Management - Integration With Google G-Suite Login - Lambda Function Authoring and Execution - Lead Assignment and Routing - Lead Management - Mass Emailing - Milestones and Associated Task Tracking - Mobile Contact and Calendar Integration - Mobile Voice Notes - Opportunity Management - Outlook Integration - Over 250 Integrations to Business Apps - Published Web Services AP - Real-Time Mobile Data Synchronization - Relationship Linking - Schedule Outbound Emails - Slack Integration With AI Bot - Standard Support Plan - Task and Event Management - Unlimited Customizable Insight Cards - Visualize Leads With Kanban - Web to Lead Capture Value for money 4.0 (464) 4.0 Based on 464 reviews ## Integrations Insightly supports a wide range of integrations across email, marketing, scheduling, and finance tools. These connections are offered through a mix of native and third-party links. Popular integrations [ Google Drive](https://www.capterra.com/p/161425/Drive/)[ Slack](https://www.capterra.com/p/135003/Slack/)[ Trello](https://www.capterra.com/p/211559/Trello/)[ Dropbox Business](https://www.capterra.com/p/143068/Dropbox-Business/)[ Mailchimp](https://www.capterra.com/p/110228/MailChimp/)[ Google Workspace](https://www.capterra.com/p/247901/Google-Workspace/)[ Microsoft 365](https://www.capterra.com/p/227157/Microsoft-365/)[ Asana](https://www.capterra.com/p/184581/Asana-PM/) Lisa Morris Senior Content Analyst Connecting Insightly with tools for email, marketing, and accounting helps your finance lead reduce manual entry, your sales team track leads faster, and your ops manager unify reporting across systems. Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Customer Service 3.8 (453) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 3.8 (453) 3.8 Based on 453 reviews ## User reviews Overall rating 4.0 Based on 654 reviews Filter by rating 5(236) 4(280) 3(88) 2(20) 1(30) Mentioned topic Sorted by most recent AU Anonymous User Founder and Financial Advisor Financial Services ### "Worthy place to start...depends on what you need to finish" 3.0 Overall Rating 3.0 3.0 Ease of Use 3.0 3.0 Features 2.0 2.0 Customer Service 3.0 3.0 Likelihood to Recommend 6/10 December 16, 2025 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/) Reasons for choosing Insightly I started with Insighlty because it seemed easy to use, but ultimately switched to HubSpot for the integration features. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. MB Mark B. Owner Broker Insurance ### "Insightly is a modern CRM" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 5.0 5.0 Customer Service 3.0 3.0 Likelihood to Recommend 7/10 September 19, 2025 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/) Reasons for choosing Insightly in Insightly was pretty good at this and looked easier to use. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. HA Hamdi A. Product Owner Internet ### "Un outil qui combine la gestion des projet et un CRM utile pour l'accompagnement client de A à Z" 4.0 Overall Rating 4.0 4.0 Ease of Use 5.0 5.0 Features 3.0 3.0 Customer Service 0.0 0.0 Likelihood to Recommend 8/10 January 13, 2025 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 Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Peter W. Sales Analyst Financial Services ### "Good for small company but not scaling tech companies!" 3.0 Overall Rating 3.0 3.0 Ease of Use 2.0 2.0 Features 3.0 3.0 Customer Service 2.0 2.0 Likelihood to Recommend 4/10 January 12, 2025 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 Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. WA Wilcox A. Managing Solicitor Legal Services ### "Insightly does what we need it to do." 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 8/10 September 20, 2024 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 Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. LA Luis A. Sales Manager Educational Products Education Management ### "A versatile CRM Tool" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 August 30, 2024 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 Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. Pier Ludovico B. CEO Management Consulting ### "DON’T REGISTER! Once you are in they lock you in a cage and throw away the key " 1.0 Overall Rating 1.0 1.0 Ease of Use 1.0 1.0 Features 2.0 2.0 Customer Service 1.0 1.0 Likelihood to Recommend 0/10 June 26, 2024 Pros It was extremely easy to install, even though I wanted to clarify some features and it was impossible. Cons I registered, I used it for a while for CRM purposes and then I wanted to close my account. IMPOSSIBLE! Insightly is spamming every day and there’s no way to go out of this day & nightmare Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Response from Vendor July 8, 2024 Hello Pier, I hope all is well. It looks like your free Insightly account was still subscribed to one of our email lists. I removed you from that list to prevent further messaging. I'm sorry for the inconvenience. If there is another account I'm not aware of, please let me know. AC Amanda C. Director of Customer Service Food & Beverages ### "Solid & Easy to Use CRM" 4.0 Overall Rating 4.0 4.0 Ease of Use 5.0 5.0 Features 3.0 3.0 Customer Service 3.0 3.0 Likelihood to Recommend 7/10 June 11, 2024 Pros Very user friendly, custom views for all users is great, reporting is excellent. Custom modules have their limitations but have worked very well for our business so far. Cons There needs to be a better way to link related requests to opportunities. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. JV Jim V. VP Sales and Marketing Construction ### "12 good years of using Insightly CRM" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 June 10, 2024 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 Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. Response from Vendor 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 ### "App Connect" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 June 5, 2024 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 Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. [View all Reviews](https://www.capterra.com/p/130671/Insightly/reviews/) ## FAQs Insightly CRM starts at $29 per user, per month, billed annually. This entry-level Plus plan includes core CRM features like contact management, project tracking, and workflow automation. Higher-tier plans offer more customization and advanced tools. Yes. Insightly offers a 14-day free trial for all CRM plans. No credit card is required to start, and users can explore features like lead tracking, task management, and integrations during the trial period. Insightly is primarily used by small and midsize businesses that need CRM, project management, and marketing automation in one platform. It’s especially common among teams that rely on integrations and daily task tracking. Yes. Insightly integrates with a wide range of tools across email, marketing, scheduling, and finance. These include both native and third-party connectors, helping teams reduce manual entry and unify workflows. Yes. Insightly includes built-in project management features such as task assignment, milestone tracking, and pipeline views. These tools help teams manage post-sale workflows and internal operations. Insightly is a cloud-based CRM. All data is stored securely online, allowing teams to access customer records, tasks, and reports from any device with an internet connection. Yes. Insightly has introduced AI tools like Copilot, which helps users summarize emails, generate replies, and surface CRM insights. These features are designed to reduce manual work and improve responsiveness. ### Have more questions? Connect with one of our advisors for a free consultation and save time in your software search. ## Sources - **Capterra reviews data:** Capterra reviews are collected from verified users for individual software products. [Learn more about how we source our data](https://www.capterra.com/resources/proprietary-data-research/). - **Capterra Shortlist:** Capterra Shortlist identifies the top products in our software categories based on a proprietary blend of user ratings and popularity. [Read the complete methodology here](https://www.capterra.com/resources/proprietary-data-research/#capterra-shortlist-methodology). - This product information came from Insightly’s own online content in September 2025, including the product's website and its social media channels. ## Related reading ### [What Is CRM Software?](https://www.capterra.com/resources/what-is-crm-software/) Published August 5, 2024 by [Lauren Spiller](https://www.capterra.com/resources/author/lspiller/) and [Kathryn Todd](https://www.capterra.com/resources/author/kathryn-todd/) ### [Capterra Value Report: A Price Comparison Guide for CRM Software](https://www.capterra.com/resources/CRM-software-pricing-report/) Published March 1, 2024 by [Baljeet Kaur](https://www.capterra.com/resources/author/bkaur/) ### [Improve Customer Data and CRM With Master Data Management](https://www.capterra.com/resources/master-data-management/) Published September 26, 2023 by [Adam Carpenter](https://www.capterra.com/resources/author/acarpenter/) ### [CRM Integration Explained: Meaning, Methods, and System-Level Examples](https://www.capterra.com/resources/crm-integrations-help-your-business/) Published April 6, 2026 by ### [How To Leverage Your CRM for Better Sales Pipeline Analysis](https://www.capterra.com/resources/sales-pipeline-analysis/) Published August 17, 2023 by [Lauren Spiller](https://www.capterra.com/resources/author/lspiller/) Popular comparisons [Salesforce Sales Cloud vs Insightly](https://www.capterra.com/compare/61368-130671/Salesforce-vs-Insightly)[HubSpot CRM vs Insightly](https://www.capterra.com/compare/130671-152373/Insightly-vs-HubSpot-CRM)[Zoho CRM vs Insightly](https://www.capterra.com/compare/130671-155928/Insightly-vs-Zoho-CRM)[Bigin by Zoho CRM vs Insightly](https://www.capterra.com/compare/130671-204998/Insightly-vs-Bigin-by-Zoho-CRM)[Dynamics 365 vs Insightly](https://www.capterra.com/compare/130671-157279/Insightly-vs-Dynamics-365)[Odoo vs Insightly](https://www.capterra.com/compare/130671-135618/Insightly-vs-Odoo)[Kylas Sales CRM vs Insightly](https://www.capterra.com/compare/130671-210630/Insightly-vs-Kylas)[eWay-CRM vs Insightly](https://www.capterra.com/compare/130671-152769/Insightly-vs-eWay-CRM)[Ploomes CRM vs Insightly](https://www.capterra.com/compare/130671-207290/Insightly-vs-Ploomes)[EngageBay CRM vs Insightly](https://www.capterra.com/compare/130671-178819/Insightly-vs-EngageBay-Marketing) [Pipedrive vs Insightly](https://www.capterra.com/compare/130671-132666/Insightly-vs-Pipedrive)[Nutshell vs Insightly](https://www.capterra.com/compare/130671-144340/Insightly-vs-Nutshell)[Bitrix24 vs Insightly](https://www.capterra.com/compare/113540-130671/Bitrix24-vs-Insightly)[ActiveCampaign vs Insightly](https://www.capterra.com/compare/79367-130671/ActiveCampaign-vs-Insightly)[Brevo vs Insightly](https://www.capterra.com/compare/130671-132996/Insightly-vs-brevo)[OpenCRM vs Insightly](https://www.capterra.com/compare/129881-130671/OpenCRM-vs-Insightly)[Flowlu vs Insightly](https://www.capterra.com/compare/130671-166656/Insightly-vs-FLowlu)[Act! vs Insightly](https://www.capterra.com/compare/130671-175860/Insightly-vs-Act)[NetSuite vs Insightly](https://www.capterra.com/compare/130671-135757/Insightly-vs-NetSuite)[monday CRM vs Insightly](https://www.capterra.com/compare/130671-245800/Insightly-vs-Monday-CRM)  Independent research methodology Capterra's researchers use a mix of verified reviews, independent research and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or speak to an advisor, this has no influence on our research or methodology. [Learn more](https://www.capterra.com/resources/proprietary-data-research/) How Capterra verifies reviews Capterra carefully verified over 2.5 million+ reviews to bring you authentic software experiences from real users. Our human moderators verify that reviewers are real people and that reviews are authentic. They use leading tech to analyze text quality and to detect plagiarism and generative AI. [Learn more](https://www.capterra.com/resources/how-we-verify-reviews/) How Capterra ensures transparency Capterra lists all providers across its website—not just those that pay us—so that users can make informed purchase decisions. Capterra is free for users. Software providers pay us for sponsored profiles to receive web traffic and sales opportunities. Sponsored profiles include a link-out icon that takes users to the provider's website. [Learn more](https://www.capterra.com/resources/how-we-ensure-transparency/)