# Page 9 | Insightly Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Page 9 - 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 9 - Reviews of Insightly ## Showing most helpful reviews Showing 201-225 of 654 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use AK Alan K. IT Client Services Financial Services Used the software for: 2+ years ### "Insightly is great for CRM" January 8, 2024 5.0 Pros Helps keep track of tasks and contacts very well Cons Wish there was a way to group tasks by a certain type of task Review Source YF Yan F. Director Management Consulting Used the software for: 1-2 years ### "I've used a free version of Insightly, but decided not to go with paid one. " February 22, 2018 4.0 Good contact management system. Pros It's a good solution for a company that wants to combine CRM and Project Management solution and uses G Suite from Google. I liked that you can use Web-form-to-Lead feature even in a free edition - something other companies have on more expensive plans. Cons It is heavily geared towards the company (or individuals) that use Gmail - basically it seems to be a plug-in to Gmail and mimics its interface. We are more used to Microsoft and that was one of the reason I decided not to go with paid solution. Another one was that canceled paid month plan. Now paid plans starts with higher price and there is lack of features - at least for us. Review Source AP Ana P. Supervisor Business Supplies and Equipment Used the software for: 1-2 years ### "Insightly is so helpful!" November 7, 2022 5.0 I've loved it, never reconsidered it! Pros I love how easy it is to navigate and train our new employees on. Cons How it takes about an hour for reports to refresh and update on insightly. Review Source JT Jared T. Supervisor Construction Used the software for: 1-2 years ### "Good Service" October 11, 2022 4.0 Pros Data import and export is very simple. After a year of using insightly, I believe it is a solid CRM choice for a growing business. Cons Customer updates do not come through to our account management team unless prompted to check the account. Review Source VR Verified Reviewer Owner - Online Business Developer Used the software for: 6-12 months ### "Free for 2 Users... Great for startups!" February 8, 2018 4.0 Was FREE to try forever, Almost worked for our business. Shame we couldn't use Gmail aliases for emails Pros Gmail integration, Forever Free base plan to trial the software. Integrated flawlessly with my accounting software. Up to 2500 records for free is a blessing. Cons No support on the FREE plan, but what did I expect for FREE. No access to using Email Aliases from my Gmail account on any version of this software was the eventual killer for me! Review Source VK Vince K. Owner Marketing and Advertising Used the software for: 1-2 years ### "Now that I use it, I can't live with out it!" January 24, 2017 5.0 We searched long and hard for a CRM that would help us organize and run more efficiently. I can't tell you how happy we are with Insightly. The workflow automation saves us untold hours. We use the Project and Task list extensively to keep our team on task and to keep from missing a single detail. I've referred Insightly to several other businesses who came to love it, too. If you're looking for a powerful CRM that won't break the bank, this is the one you want. Pros Tons of features like task assignments, activity sets for recurring actions, and gmail integration make this invaluable to us. Also, they have tons of video tutorials that are very well done. Cons We've been using Insightly for about 1.5 years now and I don't have any complaints. Review Source MP Melissa P. Digital Productivity Coach Consumer Services Used the software for: 1-2 years ### "Clunky after the big "revamp"" July 30, 2019 3.0 My goal with a CRM is to compile information into one place and save time. I feel like I spent more time working around the issues with Insightly than I saved. We ended up switching to ONTRAPORT after giving up on this software. Pros I liked that it was easy to search for our clients, but that was less easy after they did the big overhaul of the software. Cons I did not like how difficult it was to insert notes. The page would time out before I could finish a call with a client and the notes wouldn't save. Review Source VR Verified Reviewer VP Finance + People Computer Software Used the software for: 2+ years ### "Solid entry level and SMB product." June 14, 2018 5.0 Value for money and affordable. Intuitive and easy to use. Free trial and then good packages for the size of organization we are. Pros Has all the basic CRM functionality you need in a growing startup, opportunities, contacts. Intuitive and easy to use for a CRM. Great for tracking of Sales and Business Development Pipeline. Cons If you want really complex things, or are a really large organization, the software becomes a little clunky to use, reporting gets a bit tricky. Review Source Adir R. Co-Founder & CEO Used the software for: 6-12 months ### "A solid CRM solution for small startups" July 22, 2018 5.0 Pros Insightly is a pretty straight-forward platform for managing CRM leads, keeping track of your sales pipeline and evaluating where your company is at. It's pretty easy to use and get started, and it's a great fit for small start-ups that don't need robust huge platforms that are way too costly. Cons Nothing really to say here - it's been a pretty solid platform for us thus far. Pretty happy with it... Review Source JM Jessica M. Assistant Manager Environmental Services Used the software for: 2+ years ### "Great Experience" October 20, 2022 5.0 Great experience, the tracking features are very helpful. We find Insightly easy to use. Pros Very easy to integrate into our business. Cons Sometimes crashes, and or takes a long time to boot up. Review Source LR Louisa R. Admin/Advice Accounting Used the software for: 6-12 months ### "Good all around experience " October 12, 2022 5.0 Very good! Pros It's easy to use and seems to be adaptable Cons The cost to the business - I don't feel as though we use all the features we pay for Review Source EM E'lona M. Agency Owner Public Relations and Communications Used the software for: 1-2 years ### "One of the best CRM's on the market" April 25, 2018 5.0 Pros Insightly offers a robust CRM in their free and premium versions... maybe a little too much in the free version, though you get to choose which parts of the CRM you will use most, like Contacts, Leads, Email, Tasks, Opportunities, Organizations, and Project, just to name a few. The free trial sets you up with a premium version so you can see what you will get, but for single users and very small teams, the basics are probably only needed for contact/lead follow up details. Cons Currently, Insightly is a wee bit costly for individuals on a budget. But the free version should suffice until the premium version is needed. Review Source VR Verified Reviewer Associate Financial Services Used the software for: 1-2 years ### "Great for Tracking" October 12, 2022 5.0 We are able to track deals to see what is currently in the pipeline and we can go back and reference important information on old deals Pros It's very easy to track our deals and I like how you can go back and easily edit inputs as things change Cons I can no longer see deals from my coworkers, which sometimes I am also working on with them and would be helpful to have access to those as well. Review Source MF Mahmoud F. Senior CRM Specialist Automotive Used the software for: 1-2 years ### "Manage all projects related to marketing and sales in an efficient manner" June 4, 2021 5.0 It has helped us get a clear visibility of the business and improve customer communication across the organization and have a 360-degree view of the customers, partners and vendors. Pros Customer data is centralized helping us to close more deals It has project management functionality Cons Steep learning curve especially for non-technical users and people without prior marketing experience Review Source Jamie L. Director of Business Development Human Resources Used the software for: ### "Love your CRM" April 9, 2015 5.0 Looking for a SIMPLE CRM to implement for your business - check out Insightly. Pros Ease of Use – Insightly is super easy to implement and use. You can start with an easy sales process and implement within hours. It is also great to use a virtual files with all it’s great integration. It is easy to use for projects, HR and vendor management as well as sales. Integration – Insightly has awesome integration with Google For Work and O365! Then you can integrate with Google Drive, Drop Box, Box.com, O365 documents, Evernote and QuickBooks Online. The integration with the document applications is great because users who don’t need licenses to Insightly can still see those documents. Functionality – Because it’s easy to use it has great functionality. Leads transition to opportunities which transition to projects so that all information comes over. Cons It could use better reporting. I expect to see improvements in reporting soon. Review Source VR Verified Reviewer President Environmental Services Used the software for: 1-2 years ### "Gets the job done." October 10, 2017 3.0 Pros I like that it stores all the contact information for clients and links up the emails to those accounts. Cons Easy to hit the minimum usage level before being required to upgrade to keep adding linking emails and adding new users. Review Source Rana G. Sales Manager Financial Services Used the software for: 1-2 years ### "Insightly" March 6, 2019 4.0 Pros the ease of use- i use insightly as a backup software and i like how i can navigate more easily than my current system required crm Cons i really dont have a dislike except for the pricing- but it accomplishes what i need it for Review Source NH Natalie H. Executive Assistant and Founder Executive Office Used the software for: 1-2 years ### "Excellent resource for task management among our team" November 9, 2022 5.0 Really solving the previous bulky way of handover info by email, this software enables us all to see where projects are at, what needs doing and we do not miss vital tasks or follow ups - this is essential for us and our clients. Pros We are a team who work on different days, emails were a messy way to hand over tasks that needed work by all team members. Having a CRM even for a small company like ours seemed the way to go and has made task management much more streamlined and efficient. Cons There is an element of organisation in order to input tasks, and other data. If you regularly keep up to date it is not time consuming, so it is essential to include updates as they occur, not wait until the end of the week and start adding long lists. Reason for choosing Insightly Reviews were excellent and Insightly was a recommended software for our business needs. Review Source TH Taylor H. Account Management Business Supplies and Equipment Used the software for: 1-2 years ### "Very good software! Easy to visualize and sift through accounts" October 11, 2022 5.0 Very awesome! We use it every day! Pros I like how it it clean and visually pleasing as we sort though various tasks and reports Cons Sometimes it can be tricky to find certain accounts so upgrading the searching feature with keywords would be nice Review Source VR Verified Reviewer Marketing Assistant Computer Software Used the software for: Less than 6 months ### "Great for contact management from the perspective of customer support" November 19, 2020 4.0 I use this daily to not lose my mind while trying to figure out information on a customer. More often than not I have to refer to our Insightly contact database to get all the information I need without having to wait on a customer to get back to me saving me on average maybe a full hour of productivity each day. Couldn't recommend it more for maintaining contacts between teams. Pros Great for contact management Great for holding customer information Huge time saver for our support team Cons The UI could use a touch up especially with everything that is on the market now. It feels a bit dated in presentation. Review Source NN Nicola N. Partnerships Manager Marketing and Advertising Used the software for: 1-2 years ### "Good tool but lack of integration with other business processes" October 12, 2022 3.0 Pros It allowed to store information in one place and have it homogeneous across the country Cons It can hardly be connected with other tools used internally - Google sheets Review Source BW Bryce W. Utilities Supervisor Utilities Used the software for: 1-2 years ### "Insightly is good" October 11, 2022 3.0 Overall i'd say it's a positive experience. Pros I like that it is easy to learn and understand Cons Sometimes insightly is very slow and lacks different features that I want Review Source VR Verified Reviewer Customer Success Manager Used the software for: 6-12 months ### "Good beginner, low-cost CRM" April 16, 2018 3.0 Pros Insightly has most, but not all, the features you'd expect from a CRM. It's barebones, but the price is amazing. Cons Insightly's feature list definitely suffers when compared to other CRMs, but it's also a tiny fraction of the cost. You get what you pay for -- and for what it's worth, the features that Insightly does have are very well-executed. Review Source VR Verified Reviewer Fitness Coach Used the software for: 6-12 months ### "Needed CRM software without having to run 2 different platforms." June 9, 2018 4.0 Pros Insightly does a good job of adding contacts automatically within its database. So now I no longer have to think whether or not I have added it. Which of course, keeps me organized Cons I like the software and good integration. It just seems convoluted. They try very hard to squeeze every option with the software. But sometimes, less is more. Review Source Stephen C. Strategic Planning Project Manager Government Administration Used the software for: Less than 6 months ### "Solid, reasonable, reliable CRM" June 26, 2018 5.0 ease of mind that my contacts, projects, and pipeline were golden. Pros It feels like a well balanced, well-oiled machine. It's not smooth, plays nicely with your email client, and offers simplicity yet expandability that you'd want in a CRM. Email templates, integrations, customer support. I've paid for their best plan, and haven't looked back. Our business is loving life and its pursuit through Insightly. Cons The user interface, though improving, still has a ways to go. I can't fully manage my email within the app (only outbound emails). Though they provide video tutorials, I still often find myself looking around the Amusement Park-esque interface thinking there's so much still to leverage. Review Source Similar Products Featured