# Page 3 | Insightly Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Page 3 - 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 3 - Reviews of Insightly ## Showing most helpful reviews Showing 51-75 of 654 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use KG Kati G. Business Development Specialist Insurance Used the software for: 6-12 months ### "A modern and easy to use CRM that will save you time and budget" August 24, 2023 5.0 We overall have been able to make many more sales because of the easy management of our opportunities. The system does a lot of work for us which gives us more time to sell and also makes sure we are providing professional service. Pros The product is extremely easy to use and customize. The system is very smart and has many modern capabilities such as recognizing when there is an existing contact which in turn saves time and redundancies. Everything is very well connected together and the system makes links that show intel to grow off of. Cons There are some minor glitches that can be fixed by refreshing the page but it does disrupt the flow. Pulling a report that connects multiple objects is also very tricky and sometimes impossible which then calls for a lot of manual work outside of the CRM that can be timely. Alternatives considered [Apptivo](https://www.capterra.com/p/228915/Apptivo/)[HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/) Reason for choosing Insightly Insightly was way more modern and customizable. Review Source Andrew E. Managing Director Computer Software Used the software for: 6-12 months ### "A fairly reasonable CRM for a small business" August 9, 2022 3.0 It's a fairly easy to use platform for a company who doesn't need the complexity, cost and extraneous functionality of something like Salesforce. However for some of the tasks we need it for, there are often gaps in the UI and areas where the documentation is severely lacking. The support team are slow and very unhelpful, often trying to push professional services rather than resolving issues. Pros It's pretty easy to use for the most part so less technically able staff can use it with relatively few issues. Cons The documentation is quite lacking and mostly quite outdated. Their support is extremely poor and is often used as leverage to sell professional services. Reason for choosing Insightly We need something simple and easy to use. Many of the alternatives are not particularly easy to use and come with a hefty price tag. Switched from [Vtiger CRM](https://www.capterra.com/p/112491/vtiger-CRM/) We needed something that was a little easier to use for some of the less technically able team members. Review Source Response from Insightly August 17, 2022 Hello Andrew, Thanks for taking the time to review Insightly. While I'm glad you've had some success leveraging the CRM due to the price point and simplicity, I'm sorry to hear about your challenges with support and documentation. If you're willing, I'd love to gather more information about your specific case and see if there's anything we can do to help. Sai R. Client Project Manager Internet Used the software for: 6-12 months ### "Excellent CRM" July 19, 2023 5.0 Our team’s experience with Insightly has been stellar Pros Insightly is an exceptional CRM platform that allows sales, customer success teams to be efficient and collaborative. Reports and insights are easy to generate. It is perfect for small businesses Cons Some features and functionalities with customizable fields are limited when compared to other CRMs Switched from [Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/)[Keap](https://www.capterra.com/p/76390/Infusionsoft/) Customer support and service Review Source KW Kenneth W. Account Manager Renewables & Environment Used the software for: 2+ years ### "Great CRM" October 11, 2022 5.0 I love the Insightly CRM. It works incredibly well for me, and it makes my work much easier. Pros I love how easy it is to change to pull the information that I need to see. This allows us to have the best information. When you have the best information you improve the speed of getting the products out and you improve the quality of the products the consumer receives. Cons The search feature can sometimes be a little finicky when you are trying to search for a very particular project. This is probably the biggest issue that I run into on a daily basis. Review Source Shannon G. Software Developer - Supply Chain Retail Used the software for: 1-2 years ### "It is perfect platform for earning great business reputation" August 31, 2020 4.0 Insightly gives us many different idea of report generation and allows managing delivery time periods. I think there is no Good app other then this to keep good estimation of sales funnel. Pros It has made very easy to observe overall sales activity through Insighlty. We use it through mobiles, laptops, personal computers likewise we synchronize data through many other applications like Gmail and office 365. It is playing a great role in our organization. Overall it is an excellent CRM that is providing wonderful services and helping us to build strong relations Cons Since we have been using Insightly I have not come across any major difficulty. It is working amazingly and providing great services. Review Source JD James D. Director Computer Software Used the software for: 1-2 years ### "Very easy to use and love the to-do list!" July 29, 2018 5.0 I like this program. I really do. I mean, that to-do list is so handy not only in theory but also in practice. The features make the program so easy to use and the fact that there is support on hand to explain any issues that the training videos did not cover is such a big bonus. We’ve had times during training where we were unsure of the functions, but one quick call to support cleared everything up. We feel like pros! However, the cost almost negates the good features. We are a small business and it’s difficult to justify the cost when there are so many cheaper or free CRMs available. Maybe they’ll come out with a small business version that isn’t quite as expensive but has the features you need to run your day-to-day tasks. Pros I absolutely love the to-do list. It makes it so much easier to assign tasks to my employees. I always prefer to have tasks written down to verbal tasks, so this program helps so much in that aspect. I also really like the clean, efficient look to this program. It makes it very easy to use and is not as cluttered as other similar programs. I loved the training videos that helped my employees learn the ins and outs of the program. The fact that there is tech support readily available is also a plus. I hate having only email or only phone support available, but Insightly has both! Cons It’s rather pricey. The free version does not provide all of the features that make this product worthwhile over the competitors’. To get all of the features, you have to pay more, which makes sense, just not for small business owners. The fact that a higher plan is required to forward emails is a big minus. It’s something that almost all businesses need but paying the amount for the professional version is not necessarily a cost that can be justified. I believe that if this program were a little bit less expensive it would be more useful for small and new businesses. Review Source VR Verified Reviewer Broadcast Media Used the software for: ### "Great program that can sometimes be "An un-tappable resourse!" November 16, 2014 3.0 We are a small start-up company and have been using Insightly for about 5 months. I have used several more complex CRM's in the past. While I "Get" CRM and I like the program, there are enough questions to drive a user crazy! To wit: When entering a phone number you have to insert the dashes. A minor point that gets frustrating very quickly! One should be able to set a "Default Country." Entering United States every time gets tedious! On other CRM programs, I can enter a contact once and, if there is another person from that same company, I can choose to retain the information and simply change the name and e-mail address. Not so with Insightly! You have to re-enter ALL of the info for each contact! Upon entering the program, Insightly proudly announces that they have teamed-up with "Microsoft One drive" and Google "Whatever." I'm older but not that far gone, yet I haven't a CLUE as to what these programs are and how to use them! Finally, the big frustration: How does a task differ from an event differ from a meeting differ from notes? Now, don't get me wrong, the Insightly team always returns my e-mail questions promptly but, how many times can I do that in one day? There really needs to be a manual (not videos!) for this stuff! I looked for an "Insightly For Dummies" book on Amazon but there isn't one. This CRM is obviously geared towards twenty-something's and not us older folks.. And yet, we outnumber them and in many cases make more $$$ than them! Are you listening Insightly? Pros Inexpensive with basic functions that are easy to use Cons No easy way to get answers to questions Review Source Response from Insightly November 19, 2014 We'll pass the feedback on entering data on to our product group. With regards to tutorial information to help you get started we have a number of resources for first time Insightly users -- many of them are on our resources page on our website (www.insightly.com/resources). Our Getting Started Guide is a ebook on the resources page. Our our online knowledgebase has great FAQs (i.e. what are tasks and how do I use them?) and short 3-4 min tutorial videos (Insightly University). You can access our online knowledgebase at help.insightly.com (and there is also a link to our knowledgebase from our resources page). Also if you are a paid customer we offer phone based '1 on 1 Help to Get You Started' (www.insightly.com/pricing). On a positive note, I'm glad that you are pleased with the response from our support team. With regards to age, the bulk of our users are in the 35-50 range so we welcome users of all ages :>) Hope this helps. HM Hanane M. Freelance Marketing and Advertising Used the software for: 6-12 months ### "Features of communication" January 30, 2024 4.0 A very wonderful experience and still like you Pros 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. Cons Difficulty integrating other systems.... Switched from [Bitrix24](https://www.capterra.com/p/113540/Bitrix24/) A good application has more features .As a Customer Relationship Manager Review Source EH Ethan H. VP Construction Used the software for: 1-2 years ### "Good Competitor Product" February 14, 2024 4.0 Pros Fairly easy to setup. The adoption rate is slow because a lot of apps are not available for it especially in an industry that is newer. Cons Objects do not talk to eachother making reporting extremely difficult Alternatives considered [Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/)[Buildertrend](https://www.capterra.com/p/70092/Buildertrend/) Reason for choosing Insightly The cost and customizability was more affordable at the time. Switched from [MarketSharp](https://www.capterra.com/p/130642/MarketSharp/) Marketsharp was very limited on what it could do and report on. Review Source MT Marek T. CEO Financial Services Used the software for: I used a free trial ### "Insightly Review" May 23, 2023 5.0 Overall, my experience with Insightly was positive. The platform provided a robust CRM solution that helped me streamline my customer relationship management processes. The user-friendly interface and comprehensive features allowed me to effectively manage contacts, track communication, and collaborate with my team. The reporting and analytics capabilities provided valuable insights into my business performance. Although there were limitations in customization options and room for improvement in customer support, my overall experience with Insightly was satisfactory. It contributed to improving my efficiency in managing customer relationships and driving business growth. Pros One of the things I liked most about Insightly was its comprehensive CRM functionality. The platform provided a user-friendly interface that made it easy to manage and track customer relationships. The contact management features allowed me to store and organize all relevant customer information in one place. I also appreciated the seamless integration with email, allowing me to track and log communications with clients. The task and project management capabilities were robust, helping me stay organized and collaborate effectively with my team. Additionally, the reporting and analytics tools provided valuable insights into my sales pipeline and overall business performance. Cons While Insightly had many positive aspects, one thing I liked least was the limited customization options. I found that certain aspects of the platform, such as the dashboard and report customization, were somewhat restricted. It would have been beneficial to have more flexibility in tailoring the system to fit specific business needs. Additionally, the customer support could be improved. There were instances where I encountered technical issues or had questions, and the response time and resolution process could have been more efficient. Review Source Susan A. Sr. Manager-Business Operations Information Technology and Services Used the software for: 1-2 years ### "A reliable and completely user-friendly tool with immense productivity." July 24, 2019 5.0 Insightly CRM offers a wide range of services for our business to improve our customer services and have provided us with benefits to enhance our marketplace. It has allowed us to successfully engage our working relationships with the clients in a more reliable way. I have also been performing project management tasks with this tool. Pros Insightly CRM is itself a very reliable tool which allows the user to gain the most of the advantage with its easy to use features and efficient tools. We can also easily integrate it with other tools to improve the overall productivity. It's super responsive when dealing with the customers. We can easily maintain our sales cycles and ongoing customer service to provide extra care for the clients. The user-interface is also quite easy and manageable than other such tools. Cons Chrome extensions are bit of a clunky addition which further complicated the working procedure so mostly avoid it. The other tools integration is right on point but the social media integration misses few of the parts and continues to be a wastage of time for us. In the end, it proves to be much effected on our overall work and improves the efficiency of our work routine. Review Source Response from Insightly August 16, 2019 Hi Susan, Thank you for the feedback. The Chrome Extension you're talking about is actually sunset. Try the new Add-On. :) Kevin L. Founder Food & Beverages Used the software for: I used a free trial ### "Frustrating to get started" November 6, 2018 3.0 Overall, I don't think Insightly is the right tool for me due to it's complex setup which I think can improve if there a bit more videos in their help-section. The walkthrus for basic setup are good, but I'd love to see more videos or improvements in workflow automation. I only trialed the software so I can't speak on it as if I were an expert, but I think Insightly has some benefits but just not the right tool for me. Pros I was looking for a G-Suite CRM and stumbled upon Insightly. I decided to give it a go and try out the free trial upon reading a few reviews. The main area I was interested in and found to be good was Insightlys e-mail tracking. I sent a test e-mail to both Gmail and Yahoo e-mails and found the tracking to be accurate. I can see how Insightly would be a value add for monitoring sent e-mails, and then creating an automation workflow to auto-add any leads who reply to a pipeline, but I wasn't able to figure out a workflow for it. I do believe it's possible however to not only add to a pipeline but even export the contacts who replied and save to perhaps something like Mailchimp for another customer-journey. Cons My first thought was that it looked really in terms of the feature set but I was a bit overwhelmed with the setup and it took me about 2 times to connect to GSuite although, it could have been a bug on my end rather than theirs. After connecting my GSuite account, I started to play around right away, setting up the leads section as I plan to use Insightly for Sales Tracking and lead scoring. I found the UX/UI a bit sluggish, and creating pipelines with custom attributes a bit cumbersome. I was hoping for a rich data-enrichment where all Company/People info would be filled out, but that aspect wasn't there. Review Source DJ Daniel J. Accountant Accounting Used the software for: 2+ years ### "Great CRM system on a budget" September 11, 2022 5.0 It was a great to use Insightly and it helped the business to grow in the early days. Pros I use the free version of the software as we have been a startup accountancy firm and it was the best system we found among quite a few we looked at, it provides all we need for CRM software. Cons I found the recurring tasks and using the pipelines a bit cumbersome and in the end, we opted for an industry-specific software with many automations of tasks and links with many third-party systems, like HMRC and Companies House in the UK Reason for choosing Insightly The free version with project management was the best solution for us. Review Source JK Jason K. Account Executive Package/Freight Delivery Used the software for: 6-12 months ### "Best CRM" March 13, 2023 5.0 Pros Very customizable and able to tailor the platform to fit the needs of sales. Straightforward pipelines. Lead/contact management is crucial to our business, and this platform helps store them in one spot which can easily be looked up. Email leads/contacts straight from the platform with pre-written messages. Cons The email notification about tasks being updated or changed could be cleaned up. 3 seperate emails for someone updating a task, the pipeline moving to a different stage, and a new task for me. Would like this to be more simplified, especially if someone uploads a file into my opportunities - too many email notifications to sort through. Review Source AT Anurag T. Technical Support Specialist Telecommunications Used the software for: 6-12 months ### "Great job " March 5, 2023 5.0 The overall experience is amazing as it is very users friendly and easy to handle Pros It’s very user friendly and very easy to edit any details also we can track and follow up with the help of the notification feature Cons At the time of updating any sales information it generates the same information twice Review Source Tracey M. Professional Freelancer Used the software for: 2+ years ### "Insightly has awesome customer support and works well for a with 3 remote locations" March 9, 2018 5.0 Overall a good product. I would recommend starting with a list of what you need from software, then what you would like then a nice to have list. See how many ticks this software gets. Compare it to at least two pieces of other software of the same nature before making your final decision. This is what I recommend for any piece of software. Also, check out their own forums of customer support, and social media sites to see what other customers have had to say about the software. Pros It is easy to have three branches of a business integrated into insightly in a relatively seamless way. It takes the CRM and the Project management aspects of running a business into the cloud along with scheduling and solves a lot of problems for the business I set up who are still using it today. They have used customer support extensively and appreciate their dedication to the product. Cons Looking forward to better social media integration - this is currently not a real feature and something that our heavily social dependent business would really benefit from Review Source SS Saumil S. Procurement Manager Consumer Goods Used the software for: 1-2 years ### "Insightly Has Been a Scalable CRM Tool" April 29, 2024 5.0 Pros I like the scalability of this CRM solution. Insightly is easy to use and simple to set up. Cons I have zero dislikes concerning Insightly. Insightly is amazing. Review Source CM Chrisarn M. Marketing Officer Marketing and Advertising Used the software for: 1-2 years ### "Insightly's Features are Incredible, Making It a Top Solution" April 30, 2024 5.0 Pros This customer relationship management software has been functioning brilliantly. I like how Insightly has been reliable and easy to implement. Cons Insightly has been sensational. I do not dislike Insightly at all. Review Source Jake L. Global Marketing Manager Transportation/Trucking/Railroad Used the software for: I used a free trial ### "A good option for SMEs" April 4, 2024 4.0 A good value option for SMEs- it will cover the basic functions you need and enable you to run basic marketing campaigns but won't give the added functionality of the more complex options out there. At the same time, it is priced quite low at the entry level so may fit your needs! Pros It covers all the bases- customisation, data import and export and all the basic features you would expect and I found it intuitive to use Cons It is lacking in some areas- automation workflows for marketing campaigns, and lead scporing on the entry level offer Review Source MW Matthew W. School Support Lead Information Technology and Services Used the software for: 2+ years ### "Super Easy" April 23, 2024 4.0 Pros Insighty is super easy to use. Being able to set tasks to know who you are chasing/following up means that it's all in one place and you do not have to depend on your outlook calender. Cons Reports are good but can be a bit difficult to set up. Review Source JA Joseph A. IT Expert Machinery Used the software for: 1-2 years ### "Insightly Has Been a Powerful CRM Solution" April 29, 2024 5.0 Pros This CRM solution has been easy to use and dependable. I like the efficiency of the features of Insightly. Cons I do not dislike Insightly at all. Insightly has been so efficient to use. Review Source KL Kevin L. Sr Director Transportation/Trucking/Railroad Used the software for: 2+ years ### "Insightly is sales incite. " March 17, 2023 5.0 Very positive and strongly recommend to other users. Pros The self-served ability to customize our pipeline by service offering. Cons Service after the sale to help us understand the other suite of services that we are not using well or at all. Reason for choosing Insightly Flexibility and price. Switched from [Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/) The flexibility of Insightly and its cost structure. Review Source AF Aaron F. Owner Construction Used the software for: 2+ years ### "OMG!!!" July 5, 2019 5.0 My business wouldn't run without it. I have too much to keep track of and it now stays all in one place. Pros Everything! There is so much here that makes things so much more organized! I have a virtual assistant that keeps it updated and I just roll through every day and continue with the projects. I'm in the field and upload pictures in real time that tie together. Projects run smoothly with all of the contact info for all of my subcontractors is right there in the project. My favorite feature is that insightly creates a unique email for every entry and I can CC: that email address whenever I email a client or subcontractor and it automatically stores under that entry. I can link projects to contacts and files and notes, and organizations. I can't say enough about this software! Oh yeah, automations and auto creation of tasks based on stages in the project. I create activity sets that automatically create and assign tasks with start dates and due dates with the click of a button. SUCH A TIME SAVER! Integration with my Google Drive, integration with my calendar, integration with my Quickbooks, integration with...... ..... ...... Cons It has so much to offer that it can be a bit overwhelming to set up, but they offer a setup service. It works just great. Review Source VR Verified Reviewer Director of Mission Engagement Used the software for: 2+ years ### "Great Software, Easy Too Use, Needs more Features" October 13, 2017 5.0 We were disorganized across a few methods of tracking individuals who engaged with our work. This helped us to centralize the information, and to function better as a staff. We did not need to re-invent the wheel with each new contact or program. Pros The ease of use means a short learning curve when introducing it to new staff members. I specifically like the integration with Gmail to be able to add relevant connections from email with one click. Projects are a great way to track contacts and add comments and attachments to have all the relevant history of a specific project in one place. Cons It is very sales driven, and works for that capacity. I was using it as a non-profit, tracking volunteers and donors, and so I needed to "back door" some of the features to work for my uses. I wish the tagging features had sub-tags to help sort a bit better without having so many top level groups of tags. Review Source Response from Insightly October 16, 2017 Thank you for the great review! We appreciate your feedback on your use case as a non-profit. Our Customer Success team put together this great webinar to learn more about how to manage your non-profit's activities with Insightly should you need more ideas: https://support.insight.ly/hc/en-us/articles/220630127-Recorded-Webinar-Do-More-Good-Spend-More-Time-Growing-your-Non-Profit. Thank you! The Insightly Team HF Holly F. Manager Non-Profit Organization Management Used the software for: 2+ years ### "We love Insightly" April 11, 2024 5.0 Pros Ease of use. Easy CRM tool. We are happy with the services and options. Cons We haven't found a con as of yet! We are happy. 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