# Page 4 | Insightly Reviews 2026. Verified Reviews, Pros & Cons | Capterra

> Page 4 - 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

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Insightly

4 (654)

[View alternatives](https://www.capterra.com/p/130671/Insightly/alternatives/)

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Last updated March 13th, 2026

# Page 4 - Reviews of Insightly

## Showing most helpful reviews

Showing 76-100 of 654 Reviews

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Most Helpful

Rating

Company Size

Reviewer's Role

Length of Use

Frequency of Use

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

VR

Verified Reviewer  
Account Manager Assistant  
Retail  
Used the software for: 6-12 months

### "My experience using Inishgtly "

October 17, 2022

5.0

Easy to use Task list are easy to organize No task is being left behind

Pros

The feature I lie the most is Reports. It is easy for me to know or to check if my Account Manager has overdue tasks. It is easy to reschedule task date and it is easy to send email to leads

Cons

I am not able to utilize all of the features of Insightly so I'm okay with everything so far. But for logging in, it is the only thing I'm having problem with. I can't just login using my username and password. I have to log in using g-suite. other than that, everything is fine.

Reason for choosing Insightly

n/a

Review Source

Tim J.  
Voice Over Artist / Owner  
  
Used the software for:

### "Insightly was my runner up when picking a CRM. The automation looked awesome."

October 13, 2017

5.0

What I wanted to do would be more work in Insightly, but for a lot of businesses, this one is it.

Pros

Insightly is a great contender in the small business CRM market. I had looked at many others (there are a TON of CRM out there), basing my criteria on integration with accounting software, ease of managing client information, and ease of managing client projects. Unfortunately, none of the CRM I looked at has strong integration into the accounting software that I ultimately went with. Insightly seems to have some great automation to help out with managing projects, but where it got beat out was the managing of client information. Since a lot of my business is conducted through social media, another software beat it in ease of integration with those applications.

Cons

As with some of my other reviews, I don't find much not to like with Insightly. It does what it does very well, it just isn't as integrated into social media as some of it's competitors. If I were doing less prospecting and research on clients- such as if I had a business where people were coming to me to get something made or repaired, then Insightly would be the winner. As it is, I spend most of my day finding prospects to put in the pipeline, and that would be more work with this product.

Review Source

Jason C.  
Markrting Director PXS  
Marketing and Advertising  
Used the software for: 6-12 months

### "Experience with Insightly CRM & Marketing"

October 20, 2022

5.0

Very useful, we use it daily and it is a key factor for our company's indicators. As well as the support from the Insightly team to improve our work or help us with something we can improve.

Pros

We can have a graphic control in which to have indicators, in economy, leads, contacts, opportunities, etc. As well as dynamic campaigns, easy to use and with few problems.

Cons

Some functions are not available in our case to have a direct channel from whatsapp through which our Leads mainly enter.

Reason for choosing Insightly

Due to the number of advanced functions that benefit us as a company to have great control

Review Source

CJ

Clayton J.  
  
  
Used the software for: 2+ years

### "Google Sync Does Not Work"

August 20, 2016

2.0

Google Sync does not work for events. If you enable it historic events disappear from insightly. If you need to know who attended events (meetings, seminars, courses, etc) in the past then this is pretty serious. We've reported it to support and they've told us it has been fixed twice. It has not. You can also not export / import events records. We also find insightly slow to load. This is presumably because we are based in the UK.

Pros

It's relatively easy to use and good if you are a startup / small uncomplicated business. The google mail integration and auto contact creation is a real time saver.

Cons

Google Sync does not work as advertised. You cannot export / import event data. Insightly feels slow. Expensive for what you get.

Review Source

Response from Insightly

August 22, 2016

Sorry that Google contact sync is not meeting your expectations. We offer Google contact sync and Google calendar sync: https://support.insight.ly/hc/en-us/articles/204061564-Setting-up-Google-Contacts-sync https://support.insight.ly/hc/en-us/articles/204061034-Syncing-Insightly-with-Google-or-Microsoft-Exchange-calendars Typically with sync functionality you can't import data into the process. Feel free to send your support ticket number to laura@insightly.com and we can look into your ticket/request with our support team. If you feel that our pricing is too expensive, feel free to use our free account - there's never a better price than free!

PN

Patrick N.  
office manager  
Business Supplies and Equipment  
Used the software for: 2+ years

### "Poor quality, high cost"

September 22, 2023

1.0

Pros

They offer sufficient customer support for setup and management

Cons

The entire interface and user experience is very poor. Cost is very high for a low quality product that looks 10-15 years old!

Review Source

EF

Erica F.  
Customer Happiness Manager  
Education Management  
Used the software for: 2+ years

### "Great for Small Companies"

March 2, 2023

5.0

Pros

The Insightly platform is user friendly and easy to access at an affordable price. It is a great tool for sales forecasting, sales management, and as a CRM. I would recommend it to anyone looking for a useful, customizable tool that is good to manage a small company.

Cons

I can't say anything bad about insightly. It does exactly what we need it to.

Alternatives considered

[Salesforce Platform](https://www.capterra.com/p/268338/App-Cloud/)

Reason for choosing Insightly

Price

Review Source

JS

Juana S.  
admissions officer  
Education Management  
Used the software for: 2+ years

### "easy and friendly to use!"

November 18, 2022

5.0

now we can manage all our candidates in the same place, the whole team has acces to the info and the latests updates of each lead

Pros

the CRM is really easy to use, friendly and you dont need to attend long inductions to understand its path

Cons

sometimes when creating an opportunity, it doesnt work well and it guets stuck and you have to refresh the page and submitt all the info again

Review Source

VR

Verified Reviewer  
Operations Manager  
Commercial Real Estate  
Used the software for: 2+ years

### "Wasn't right for our org, could be right for you."

November 10, 2020

3.0

Overall, the system is good for a smaller organization that is not putting large stresses on their CRM. We ultimately outgrew Insightly in many ways, and often overwhelmed the system with our integrations. Developing tools and processes internally to accommodate for this was less desirable than just moving to a new product. Definitely worth considering for a smaller organization or one that fits neatly into Insightly's wheel house.

Pros

Insightly was highly customizable and for the price a very capable tool. Flexibility in terms of object and workflow customization. Very easy to connect to third party or self-developed integrations via API. Loved being able to email to any specific record

Cons

API changes caused fatal errors in several of our integrations over the course of our time with Insightly. User interface was never the prettiest

Review Source

Katy A.  
Owner and Principal Consultant  
Legal Services  
Used the software for:

### "Insightly - great offering"

December 9, 2014

3.0

I've been trialling Insightly and Solve360. I really like Insightly but there are some limitations versus Solve which are making me think twice. I can only customize 25 fields in contacts when I need more - SOLVE has unlimited custom fields. The other great thing with Solve is that you can give a contact a tag and apply only some custom fields to that particular category which is great for what I need. Another advantage Solve seems to have over Insightly is that you can share a "project blog" in Solve with an external person such as a client. That's fantastic when you want to be able to show your client how far along a project you are. Instant access. You can also operate all your gmail from directly inside Solve - total integration. That said, Insightly looks better to my eye and has unlimited storage. I think if you could get up to speed with SOLVE on the other items, you'd be at the front of the pack and I would be IN for sure.

Pros

Unlimited storage Intuitive Great gmail gadget

Cons

Falls short of full webmail integration Only 25 custom fields - too few for my liking and no ability to have subsets of custom fields No ability to share a project with a client

Review Source

Response from Insightly

December 9, 2014

Hi -- Thanks for the feedback. I just have a couple questions. What is your use case that requires more than 25 custom fields? I ask just because for most of our customers 25 custom fields is plenty. Also I don't quite understand what this means 'contact a tag and apply only some custom fields to that particular category which is great for what I need.' I'm not sure if you are applying a tag at the contact level or the field level. At this time, we don't have the ability to share a project to your customers via a portal. With regards to manipulating your gMail, did you check out the Insightly gadget which works with Google Apps gMail? If you would like to discuss further or would like additional clarification, please feel free to email laura@insightly.com. Thanks

VR

Verified Reviewer  
Consultant  
Information Technology and Services  
Used the software for: 6-12 months

### "Insightly is Right Sizedly!!!"

March 13, 2023

5.0

It's great

Pros

It does just what we need with a little modification to our methods

Cons

This tool can't do everything like a tool like Salesforce CRM. It also doesn't require a full time Admin like Salesforce.

Alternatives considered

[Salesforce Starter](https://www.capterra.com/p/227088/Salesforce-Starter/)

Reason for choosing Insightly

It was solving the problem

Review Source

ES

Elysha S.  
Admissions Manager  
Primary/Secondary Education  
Used the software for: 6-12 months

### "Nothing but trouble since March revisions"

June 12, 2017

1.0

Pros

Easy to find videos on how to update/organize general sections. Everything is pretty self-explanatory so heavy training was not needed when I first joined the company using this CRM.

Cons

Slow and very unhelpful customer service. Extremely poor functionality, navigation, and organization. Many bugs.... Then a severe lack of help in fixing said bugs. There is no number to call, and if you need help you can only speak with a general customer support member by scheduling a call, and only after expressing dissatisfaction, you are never put in touch with the technical team. I don't have the time nor willingness to become Insightly's tester by constantly reporting new issues, which then are either slowly to never resolved. There have been so many issues since the March updates, our website and other tools don't function properly because fields were renamed. Renaming and deleting tags rarely works, or you have to do so a few times in order for it to stick. Writing notes or emails - you can't bold, italic, or cross out text nor backspace/delete normal (screenshots already provided). My manual labor has increased ridiculously, and frustrations rise every time a new bug is found since the old ones are still an issue. It's hard to create proper reports since contacts/opportunities are separate items. There is no one to call to walk you through something if needed. I understand the price is lower, but I don't feel my company gets what it pays for anymore thanks to all these issues. I'm an extremely frustrated user... who is losing customers and gaining a lot of work and headaches thanks to this CRM.

Review Source

VR

Verified Reviewer  
Client Lead  
Marketing and Advertising  
Used the software for: I used a free trial

### "A fair CRM tool but needs some improvement "

April 3, 2024

4.0

Pros

1\. Good UI 2. Works in less bandwidth 3. Easy to operate 4. Flexible product team

Cons

1\. Relatively expensive 2. App is not optimised 3. Should work according to clients’ workspace/ availability 4. Should have AI integration

Review Source

Mónica D.  
CEO  
Marketing and Advertising  
Used the software for: Less than 6 months

### "Herramienta completa para gestión de ventas"

March 16, 2023

5.0

Pros

Lo puedes integrar con apps de uso diario como Gmail, mailchimp y outlook. Ofrece una variedad de herramientas para la gestión de proyectos, desde la creación de tareas y seguimiento de tiempo, hasta el establecimiento de objetivos y fechas límite. En este sentido es bastante completa. También automatiza procesos

Cons

Me ha resultado difícil de aprender y un poco complicada. Te da muchos usos para personalizar y a veces es mejor que cuanto más simple sea, más efectiva para el uso diario.

Alternatives considered

[Zoho Social](https://www.capterra.com/p/159351/Zoho-Social/)[Copper](https://www.capterra.com/p/141642/Copper/)

Review Source

Shivansh B.  
Founder & CEO  
Marketing and Advertising  
Used the software for: 6-12 months

### "Very effective tool - recommended"

November 24, 2022

4.0

Pros

What I really like about the tool is that how simple it is to create customized reports. I frequently need to get data about our partner companies, so I love how simple it is for me to do so and how convenient it is to have everything I need in under a single dashboard. That's very useful.

Cons

The support is sometimes very very unprofessional. I don't have problems ninety percent of the time but sometimes support executives just ruin my day - they need to work on the support. All they send are automated messages over and over, which is irritating. Other than that, I think some features lack too!

Review Source

JA

Jen A.  
IT Coordinator  
Computer Software  
Used the software for: 1-2 years

### "Insightly is Great"

March 17, 2023

5.0

I have enjoyed working with Insightly

Pros

The amount of information you are able to store

Cons

You don't have the option at the top of the screen to move pages. This needs to be at the top and bottom. When you go in and make a change and save it will take you to the beginning of the list and not keep you where you were on the list.

Review Source

Jennifer F.  
CEO and Founder  
E-Learning  
Used the software for: 2+ years

### "Robust features - except reporting"

October 23, 2018

4.0

I use Insightly for one of my companies. It meets most of my needs for that company, especially around understanding people's relationships to one another and in social media. I've also used the project management feature when managing group activities.

Pros

I really like how it tracks relationships among the records and makes it easy to pull a list using tags. It also has robust features like project management. Data entry is simple and I like the way it uses actions/tasks. And it is very awesome the way it manages social media account information.

Cons

I get frustrated with the poor report features and when I want to download and manipulate in Excel, I get all the tags in one field, so essentially I can view the tag list nicely online but I can't export that (for example to send an email to the group). I'm also frustrated with the limitations on standard contact information. I work with business people and while I start with employment contact, getting personal contact signifies a much deeper relationship. Not having standard personal contact info spots is troublesome.

Review Source

John David A.  
Director of Marketing & Technology  
  
Used the software for: 1-2 years

### "Very powerful tool. Must be setup correctly and is only as good as the data you have in it."

March 7, 2018

4.0

It helped us to solve a problem that no other software was able to solve.

Pros

We wanted a tool that would be very easy to for our sales team to implement. It needed to be something that would require a lot of training and that they would actually be able to use. Insightly is a tool that is easy to use and doesnt have alot of extra bloat that we don't need.

Cons

Insightly is only as good as the data you put into it. Without high quality data going into the system and you have set it up correctly (meaning you have set it up how its meant to be used) Insightly becomes hard to use/useless. This is true of any system but unfortunately there are not good way to "Idiot Proof" the system so bad data cannot be entered. There is also a slight learning curve for this software to fully get users into and integrated with the software.

Review Source

AA

Alexis A.  
Jr pv designer  
Civil Engineering  
Used the software for: 6-12 months

### "Autocad Review"

March 4, 2023

5.0

I'm very satisfied on using the software. I'll definitely recommend this to other company.

Pros

It's very accessible and easy to use. No need to do so much things just to use the software. And I couldn't imagine that we can make our jobs easier by using this software. I am very much grateful.

Cons

I know that every software has so much to improve. And I know Insightly has been working so much to improve but one thing of the cons is some of it has delays specially if there's some changes on info.

Review Source

RH

Rion H.  
CoFounder  
Marketing and Advertising  
Used the software for: Less than 6 months

### "Awful Customer Service Responses"

October 26, 2017

2.0

I'm going to start this out by saying that I am the CMO for a SaaS company; one that builds a retail CRM. I am imminently qualified to speak on this particular subject. I did not subscribe to Insightly in the interest of that company (another I own), but I am more acutely aware of the challenges that these companies face, than most. Because of that, I'm also more likely to be more forgiving, in the event of a bug. That said, this may be one of the worst customer experiences that I've had in years. We faced a problem with spam coming in through Insightly's web form (as implemented on our Word Press website). Now, spam is not Insightly's problem, yet they build a tool designed for the collection of customer data, so it's a problem they're bound to have some experiences with. Per the company documentation instructions, we set up Google's reCaptcha (as is part of our best practices for building any new site) for controlling the problem. It didn't seem to be working, though. After further investigation by both our internal front an back end developers, we discovered that Insightly was not sending our token to Google for approval. When confronted with this information, multiple Insightly staff parroted back to me that it essentially wasn't their problem. When we pointed our customer service rep, Dan, to the insight.ly article which said at the bottom that you can add reCAPTCHA to a page to stop spam submissions, and he looked at that and said, "Well... We never PROMISED it would work." Seriously? When I asked to have their engineers speak to my developers to attempt to figure out what was going on here, we more or less got more of the same, from several different customer service reps. When sent proof of the mistake, we were again told that it was not Insightly's problem. We weren't asking for much. Developers make mistakes. It's okay. It happens. It was the absolute refusal to deal with a verified issue with their system that really left a bad taste in our mouths. As of today, we are still waiting for a response. Am giving it 24 more hours and we'll be taking our business elsewhere.

Pros

Easy enough to use for small business owners, if you can see your way out of getting tons of unsolicited spam.

Cons

Responsive customer service that doesn't seem well informed to deal with anything beyond the most basic of questions.

Review Source

VR

Verified Reviewer  
Practice Manager  
Accounting  
Used the software for: 2+ years

### "Great CRM tool for small and growing businesses"

March 13, 2018

3.0

Great for tracking and progressing sales opportunities and general business development

Pros

The option to create custom fields was a real hook for our business as we require a great deal of specific data and capture it in specific ways. The pipeline feature for defining custom workflows is a great feature which allows us to carve out our own procedure and modus operandi.

Cons

The UI feels a little outdated at times. The important date reminder feature is not as user-friendly or functional as hoped. We really require projects/workflows to auto generate on a defined schedule and struggled to make the best use of this software without addressing that need.

Review Source

Rabab K.  
Digital Marketing Manager (Fintech and Financial Services)  
Financial Services  
Used the software for: 6-12 months

### "Great CRM for a Small Business"

January 6, 2022

3.0

Insightly made it easy to manage our contacts from within Gmail and sync to other apps. We found it helped us boost the productivity of our team. However, in the end, it was too simple for our needs.

Pros

Insightly is easy to set up and quite intuitive even for new users.

Cons

It didn't offer the robust features that other more specialized CRMs offer so as much as we liked it, we had to shift to something with more options. The project management features were also less useful as compared to some of the other options we tried out.

Review Source

NK

Nezar K.  
Sales Manager  
Staffing and Recruiting  
Used the software for: 2+ years

### "Effective and Affordable"

July 25, 2019

4.0

Overall for small or medium size sales organizations, this is a great vehicle to ensure all opportunities are documented and tracked. Scheduling follow up ensures that communication errors are mitigated and the email templates support marketing initiatives.

Pros

The software offers many free features that others charge. It is excellent for a small business on an operational budget but can easily enhance when necessary. Automated marketing email templates are effective and easy to use. The system also integrates well with other marketing products. The dashboard gives a snapshot of your sales opportunities and the user can customize.

Cons

Documenting phone call attempts and connects take too many steps. The Task portion is a bit complicated and again requires too many steps.

Alternatives considered

[Pipedrive](https://www.capterra.com/p/132666/Pipedrive/)[Nimble](https://www.capterra.com/p/123032/Nimble/)[Bitrix24](https://www.capterra.com/p/113540/Bitrix24/)

Reason for choosing Insightly

More enhanced features are included without additional costs.

Review Source

Response from Insightly

August 16, 2019

Hi Nezar, Thank you for the feedback!!!

VR

Verified Reviewer  
Director of Marketing  
Architecture & Planning  
Used the software for: 2+ years

### "Support SUCKS"

January 4, 2021

2.0

NEVER have I been satisfied and it is the clunkiest, most user-unfriendly, counter-intuitive POS I have ever dealt with.

Pros

Cloud-based - I liked the ability to use on my handheld.

Cons

So.Many.Bugs. For example, I just added another user. They billed me immediately with absolutely no explanation of review of costs or anything (it would be nice to have a "Proceed" button. They are absolute jerks. And then, I try to add that used and NOWHERE to be found is "System Setting: to add a new user. Help gave me the answer but it doesn't exist in the actual program. Its a nightmare. Tried twice to ask for support via their email support system - NADA. Called, and got "please use email" and then got hung up on. Needless to say, we're looking.

Reason for choosing Insightly

Because I am an idiot

Review Source

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