# Page 5 | Insightly Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Page 5 - 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 5 - Reviews of Insightly ## Showing most helpful reviews Showing 101-125 of 654 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use FV Francesco V. Business Development Manager Information Technology and Services Used the software for: 1-2 years ### "Intuitive CRM for Small and Medium Business" November 5, 2023 4.0 Pros Essential front-end and easy customization of fields and pipelines. Cons Lack of pre-built connectors for the integration with enterprise platforms and portals. Alternatives considered [Zoho CRM](https://www.capterra.com/p/155928/Zoho-CRM/)[HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/) Reason for choosing Insightly Better rate in terms of price against available features Review Source Gordon M. IT Support Technician Used the software for: 2+ years ### "Insightly has grown with us quite well." July 31, 2018 5.0 Pros When we first decided on Insightly back in 2016 we fumbled around for a month or two importing leads and creating pipelines that no longer exist now two years later. Insightly now hosts a massive data base of our clients and is our first go to when interacting with them. Our company now depends heavily on Insightly every day and through the years has become ever more familiar and easy to use. Cons Just the initial start up and launch as Insightly has many many functions to utilize and improve your customer relations management process, but through trial and error Insightly now easily makes up for the rough start. Review Source Joel M. Consultant Non-Profit Organization Management Used the software for: 2+ years ### "Easy-to-Use Customer Relationship Management System" July 28, 2019 5.0 Pros What I like most about this software is that it is an easy-to-use customer relationship management (CRM) system and also offers project management. What makes this software even better is that they offer a free version for business and individuals that only need 1 to 2 users. They begin to charge, per user, above their free 2 users. Cons There's not much not to like about this software. Review Source Response from Insightly August 12, 2019 Hi Joel, thanks so much for your kind words. We work hard to make Insightly a preferred CRM for businesses like yours and are thrilled you're making the most out of our platform. Thank you for being our valued customer. We look forward to helping you and your team reach new heights! MC Michele C. Account Manager and Exec Admin Management Consulting Used the software for: 1-2 years ### "Insightly is Great!" April 11, 2024 4.0 Pros The visual simplicity and the ease of use for end users Cons Ramp time to understand how to best use it to get what I want done. Review Source VR Verified Reviewer US Director - Zodhiates International New Testament Study Center Hospitality Used the software for: 2+ years ### "Exactly what we needed" December 4, 2018 5.0 After using for three years, I'd go back and do it all over again without hesitation. Pros Ease of use combined with affordability - a winning combination. The tiered pricing levels allow your investment to grow with your business. The pipeline features where tasks can be assigned to certain project types is a phenomenal timesaver as is the ability to associate emails with records of organizations or individuals while still using your email client. Cons A small learning curve, but a minimal inconvenience for the power Insightly delivers. And the help menus are incredibly easy to locate and helpful to implement. Review Source VR Verified Reviewer Recruitment Solutions Consultant / Sales Computer Software Used the software for: 1-2 years ### "This CRM had all the features we were looking for" February 5, 2019 4.0 Insightly was a great CRM for our team. We used the software for over 2 years with no major issues. More expensive solutions may be available but the value addition may need to be looked at. Pros Insightly has all the features that a small sales team could ever need to run efficiently. It was the first CRM we used and most of us had no trouble getting started. It was a breeze to extract the reports The email integration also helped save a lot of time. Cons The solution could do with some of the features like auto-population of leads social media information and auto-recommend while filling up sections like the city in the lead information. The email integration could also be improved. perhaps it could also pull details like phone number and address that were mentioned in the email Review Source VR Verified Reviewer Client Experience Manager Accounting Used the software for: 2+ years ### "Insightly CRM " December 8, 2018 4.0 It's a nice tool which accuartly shows our team where clients are in the pipeline. The CRM is useful. Cost is prohibitive for us to get our entire firm on the system, so we've started tracking client data in our project management platform. Pros We use this platform to track prospective clients and our sales pipeline. We then use custom reports to generate a weekly pipeline report that our team reviews. It's nice that it's a completely customizable CRM, that is pretty easy to use. It's one of the few platforms that we haven't replaced in our firm in the past 5 years, which is saying alot. Cons When we set up the system, I don't think we accounted for certain reporting limitations based on customized fields, which has resulted in a very fragmented export / reporting process for us. For example, contacts and organizations aren't linked in an export, so I have to do a vLookup to get a client list by organization. Quite a pain, but I'm guessing it was our own doing. Review Source RS Ross S. Director of Sales & Marketing Civil Engineering Used the software for: 2+ years ### "Customer Service and Account Management" October 25, 2022 4.0 Overall Insightly has been good. Are there better systems, yes, but for ease of use, implementation, and customization, it has been a good value for a dollar investment. Pros Insightly has been easy to deploy throughout our organization and does have some very nice tools for tracking customers, projects and support. Cons There are several features that should be part of the standard system as they are with other similarly priced products. Instead, they are add-ons. Review Source VR Verified Reviewer Product Manager - Consumer Revenue Financial Services Used the software for: 6-12 months ### "Simple and straightforward tool that will help your sales process" January 14, 2019 4.0 Overall, Insightly has been a pleasure to work with. I use this with a smaller team so it's been easy to start-up and run with. I have some concerns about our business "outgrowing" it but hopefully it grows alongside us! Pros We use Insightly to identify and manage the relationship with our customers and what I enjoy most about Insightly is that it allows us to tailor the product to fit our own needs. I have used CRM software in the past that forces a process or method down your throat but every process is different so I want a software that can be molded not a software that molds me. By finally getting a software that was easy to use and incorporated our methods we were able to get through the sales process much more efficiently. Cons There are some additional features that could be added and the upload feature is a bit limited as well which made it somewhat difficult to transfer existing contacts into the software. Review Source JT John T. Regional Manager Information Technology and Services Used the software for: 6-12 months ### "CRM software that promises ease of use, but just can't seem to deliver" June 10, 2018 3.0 Insightly's CRM software has been essential for our sales reporting and tracking requirements. Pros The dashboard interface is convenient and graphically easy to navigate, and it is an attractive interface. Some of the sections are simple and understandable by anyone first using the software. Cons It is difficult to generate reports unless those reports have been pre-configured. To generate a new report requires a substantial amount of input in fields which are not easy to understand. Though the dashboard is easy to understand and navigate, many of the other opening pages are not. And it offers some very confusing pop-ups, such as in "Projects" it asks you to "Check out the Kanban view for projects" without explanation of what exactly the "Kanban" is. Additionally, if you enter a sales lead, it is very difficult to convert it to an "opportunity." Also, when you create a new contact and associate it with an existing company or account, you wold expect it to give you the option of importing the account's address and phone numbers to the new contact's fields -- but it doesn't, and you have to enter those again. Finally, I do wish there were more "help" menus (question marks) surrounding some of the entry fields that you could click for an instant explanation or guide. Review Source JL Jaysen L. Senior IT Manager Higher Education Used the software for: 2+ years ### "Great easy to use CRM " October 11, 2022 5.0 Overall the company is very responsive to suggestions and fast with technical support. The price is better than some other larger CRM platforms out there. For a small to medium sized organization this enables you to focus on your business and not on tons of technical resources to support. Pros Unlike some CRM platforms that require robust training or certifications to customize to meet your business needs, Insightly is very easy to use platform. Implementation is a breeze with customer success managers who dive in to help understand your business and how the platform can be leveraged. Cons They are a great company to work with for your CRM and business needs. Alternatives considered [Salesforce Platform](https://www.capterra.com/p/268338/App-Cloud/) Reason for choosing Insightly The price. Ease of implementation. The Insightly team was always able to help with any questions. Setup and Billing is very easy. Review Source EN Enni N. communications coordinator Accounting Used the software for: 6-12 months ### "Decent CRM software" January 14, 2023 4.0 My overall experience with Insightly has been good, however, there are other really good CRM softwares that can do the same job or even a better job. Pros Insightly offers a wide range of features to manage sales and marketing activities. It is user-friendly and easy to navigate. The software makes it really easy to navigate and track customer information. Cons The software is a bit pricey compared to other similar services. In addition, it has some limitations for advanced customizations. Moreover, reports and analytics could be more advanced. Switched from [Salesforce Platform](https://www.capterra.com/p/268338/App-Cloud/) My previous employer used Insightly Review Source KL KELSEY L. Business Development Financial Services Used the software for: 2+ years ### "Insightly CRM Review" July 20, 2019 5.0 Overall, Insightly solved my simple problems and provided a solution to our financial services firm so we could track our leads/projects until completion. Pros I previously used a version of Salesforce for small companies called Salesforce IQ. It didn't link contacts to leads, projects and companies well. It synced too much information from email and most of it wasn't relevant. Insightly solved all of these problems and made it easy to connect the dots between a person, lead, project, etc. Cons The software graphics were somewhat childish initially, but they have updated the graphics over time. It would be great if the software provided analysis / charts on some of the data that is stored there without forcing the user to do it themselves manually in excel. Alternatives considered [DealCloud](https://www.capterra.com/p/139967/DealCloud/)[Zoho CRM](https://www.capterra.com/p/155928/Zoho-CRM/)[Pipedrive](https://www.capterra.com/p/132666/Pipedrive/) Reason for choosing Insightly Insightly was best for linking contacts, companies, leads and projects. They also had an email syncing tool which was helpful. Review Source Response from Insightly July 22, 2019 Thanks so much for your kind note, Kelsey. At Insightly we work hard to make sure our customers have a great experience with our platform and are able to build lasting relationships with their own customers. Your feedback means a world to us and inspires us to keep up the good work. Cheers, the Insightly team Steven R. Marketing and Advertising Used the software for: I used a free trial ### "Has anybody at Insightly actually ever sold anything?" July 28, 2015 1.0 I just put this up on their support desk website: I am still in my free trial stage and becoming very frustrated. I have a very simple sales cycle and want to keep my data in one place. I was trying to figure out contact to leads and how to integrate tasks with organizations. It's way too complicated. I have asked for 1-1 training at $250 for an hour, but response has been slow. I searched and Insightly was rated highly for small business. I have been a small business for over 30 years and venturing into a new project where CRM could be helpful. However, I don't think anybody at Insightly has actually sold anything to anybody or knows the steps in a sales cycle. The inability to easily convert a prospect/contact into a lead with a simple click is mind boggling in what is supposed to be a top-notch CRM system. That is the essence of what I am trying to do -- track an unqualified contact to a prospect to a sale.....why else would I use a CRM. Maybe it's time to look at different options. I don't have the time or patience to make this happen. I work a lot with databases (I have a mailing business). I am used to figuring out software and making it work. I am just becoming very frustrated that the videos don't match what I am seeing and the e-mail response is slow to non-existent. I have outlined my sales process and sent it up because I want to know if I what I want to do can be done simply. I am turning some of the functions over to people who know how to do simple tasks. It's my job to figure out how to do it and explain it to them. Pros Pricing for a 2 person operation seems reasonable. Cons The time lag in customer service is frustrating. I have spent the last 3 days trying to figure out simple concepts. Now I find out that turning a contact into a lead is difficult. Why else would I even want to use a CRM package if it was not about turning contacts into leads into sales. Review Source Ted T. Account Manager Writing and Editing Used the software for: 6-12 months ### "Good value for money" September 25, 2018 5.0 I really enjoy using Insightly, overall. It has helped our team collaborate extensively, and has really cut down on back and forth on account ownership/account coordination/etc. I highly recommend it! Pros I really enjoy the ease of use, the collaborative aspect, the customization, the integration with outlook, and the ability to live within the ecosystem. I have experience with other CRM systems (SalesForce, Millenium, Abila, Raier's Edge, etc.), but this one has an easy and functional learning curve. Cons Easily the most difficult aspect of the software is the inability to change certain core features. Specifically, the inability to add more than one email address (e.g., add a secondary). I understand that it is this way because of reporting requirements for the hard-baked report options, however it makes certain aspects of the software less intuitive and workable. Review Source HD Harrison D. Regional Sales Manager Real Estate Used the software for: 1-2 years ### "Insightly works great at sales rep CRM" March 3, 2023 4.0 Great tool to help keep myself organized and work my sales leads and manage my pipeline. Helps me to keep on track. Pros The ease of use and how quickly I was able to get the hang of it. It offers everything I used Salesforce for in the past. Cons More features to prevent duplicates getting entered into the CRM would be helpful. Review Source SJ Scott J. President Farming Used the software for: 2+ years ### "Insightly Review" March 8, 2023 4.0 I like it as I can see what we have going on. Pros I like the ease of entering customer information/details such as contact info and type of customer. Cons The tasks, leads, sales pipeline seems cumbersome. Which it would be easier to follow and streamline. Reason for choosing Insightly We are able to upload info from an app. Review Source PB Paige B. Supply Chain Manager Food & Beverages Used the software for: 6-12 months ### "Operations Perspective" March 7, 2023 5.0 Insightly worked overall for what we needed it to. Our most used were: pulling data, customer history, automated customer communication, and order management. Pros As a small company, our operations department used Insightly to manage customer orders. We were all able to go in and view ETAs, ship dates, pricing, and quantities. Cons When we had new products or pricing, only the admin could revise these tasks. Review Source DC Divaldo C. CEO Consumer Services Used the software for: 6-12 months ### "Decent CRM with great features" July 26, 2023 5.0 I needed to have contacts online so that it would be possible from anywhere in the world to access, add notes and send notifications. Pros It was one of my first contacts with CRM many years ago, I was delighted to be able to control all contacts centrally. Cons To be honest, I stopped using it because I found it quite complex to use, in fact it was my first contact many years ago, who knows, maybe I'll try again now that I'm more advanced in CRM. Review Source CM Chad M. Account Management Supervisor Renewables & Environment Used the software for: 2+ years ### "Very Useful CRM " October 11, 2022 4.0 I have used Insightly for over two years and I have very much enjoyed the ability to learn and adapt to use Insightly to the best of my ability. Pros I very much appreciate the functionality of the software. It has helped my company grow by keeping good records and information readily available. Cons I don't like that the refresh time dropped to every hour or so. It used to be every five seconds or so. Review Source EP Eric P. Account Management Agent Renewables & Environment Used the software for: 6-12 months ### "Simple to use!" October 22, 2022 5.0 It is super intuitive to learn. It makes locating, updating, and reviewing different projects and accounts incredibly simple and much easier than other software. Pros It is super easy to navigate and utilize! It is incredibly simple to update tasks or projects. It is also set up in such a way that you can quickly retrieve and find any data that you need. It is as great tool and makes my job much easier. Cons I honestly cannot think of any cons for this software. Review Source Nicholas D. Founder, Creative Director Internet Used the software for: 2+ years ### "Really Good For Small Businesses" December 7, 2018 5.0 We started using Insightly as a very small company when we recognized we needed a way to keep track of our clients as a team. We had outgrown email chains and had a growing client list and team, and Insightly was a free way to get started. Since then, we have upgraded plans with Insightly twice and they still do a very good job of keeping track of customers, projects, sales, and pipelines. Pros Keeping track of clients is easy, email integration is solid, and workflow setup is improving. Cons I wish there were a little more sophisticated automation for marketing purposes. Review Source CV Camil V. Incentive Supervisor Renewables & Environment Used the software for: 1-2 years ### "Insightly for Task Management" October 20, 2022 4.0 Pros It allows us to keep track of projects easily. A team member just needs to fill out a few fields. Cons We need better filters that allow us to compare fields. One example would be the ability to compare "greater than" between different fields rather than a constant value. Review Source Calvin B. Incentives Coordinator Oil & Energy Used the software for: 6-12 months ### "An excellent tool to impact your business" October 21, 2022 4.0 I am over the New England area for my department and I have been able to seamlessly look over and work on every state. Pros I love how well the fields and statuses track the progress of the projects we work on. Insightly does the organization itself. Cons At times, jobs can get stuck in the pipeline. Things may not always go where I want them to, but it is almost always a fault in my own input. Review Source PK Pamela K. Marketing & Sales Support Manager Hospital & Health Care Used the software for: 2+ years ### "Fairly user-friendly and cost efficient" October 24, 2022 4.0 It's pretty decent. Has a few disconnects and odd ways to get things done but works fairly well. Sometimes its more about HOW to get our Sales team to use it to its full potential! lol... Pros I like that you can link as many organizations as necessary to a Contact. Cons I dont like the method of how to capture event related campaigns in relation to sales leads at events. But I am comparing it to my past experience with using Salesforce which had a campaign section to clearly give credit to it and house lists within a campaign e.g. a conference or tradeshow. Review Source Similar Products Featured