About Insightly











Insightly pricing
Insightly does not have a free version but does offer a free trial. Insightly paid version starts at US$29.00/month.
Alternatives to Insightly
All Insightly Reviews Apply filters
Browse Insightly Reviews
All Insightly Reviews Apply filters

- Industry: Insurance
- Company size: 51–200 Employees
- Used Daily for 1+ year
-
Review Source
Affordable CRM with the features you need
Has all the features a business needs like ease of use, robust reporting & customizations without the high cost that comes other well known CRMs
Pros
The ease of onboarding & use. Ability to customize without having to use a developer
Cons
Nothing. All the features we needed, Insightly has.
Reasons for Choosing Insightly
Affordability. Ease of customizationSwitched From
Salesforce Sales CloudReasons for Switching to Insightly
Cost, features, willingness to sign a business associate agreement (healthcare)- Industry: Marketing & Advertising
- Company size: Self Employed
- Used Weekly for 6-12 months
-
Review Source
Features of communication
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....

- Industry: Financial Services
- Company size: 51–200 Employees
- Used Daily for 1+ year
-
Review Source
Good for small company but not scaling tech companies!
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
- Industry: Construction
- Company size: 11–50 Employees
- Used Daily for 1+ year
-
Review Source
Good Competitor Product
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
Reasons for Choosing Insightly
Marketsharp was very limited on what it could do and report on.Switched From
MarketSharpReasons for Switching to Insightly
The cost and customizability was more affordable at the time.- Industry: Marketing & Advertising
- Company size: 2–10 Employees
- Used Daily for 1+ year
-
Review Source
Insightly is a great CRM Tool
Overall, the CRM product has been a great business tool for everyday use. I would certainly recommend it to a business if they can afford the price point.
Pros
Insightly offers many products and features to be a one-stop-shop in the administrative world. It allows a company to keep all of their client information in one location and access quickly and easily. It allows emailing clients directly in the software as well as filing previously sent emails to a client.
Cons
The way that some of the fields are set up, they are not made for quick editing, copying, etc. The phone number fields do not have an automated template, the number can be input anyway. The address fields, specifically state, do not have preset options and either can be an abbreviation or spelled out. It would be nice if these were preset so that it is uniform when printing reports, etc. Lastly, once you create a lead, even after converting to a contact, the lead still shows up when that specific client is searched for. It can be confusing when you need to click quickly.
- Industry: Insurance
- Company size: 51–200 Employees
- Used Daily for 6-12 months
-
Review Source
A modern and easy to use CRM that will save you time and budget
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.
Reasons for Switching to Insightly
Insightly was way more modern and customizable.
- Industry: Computer Software
- Company size: 11–50 Employees
- Used Weekly for 2+ years
-
Review Source
Insightly is a reasonable CRM with decent functions
I selected this as our CRM. We switched over from Zoho which was universally hated by our sales guys.
Pros
Insightly does a pretty reasonable job as a CRM. It's quite easy to use and pretty. It has some integrations out of the box and is easy to customize.
Cons
No significant draw backs to it. I would say it's a middle of the road CRM system that is neither great nor terrible.
- Industry: Construction
- Company size: 11–50 Employees
- Used Daily for 2+ years
-
Review Source
12 good years of using Insightly CRM
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.
Response from Insightly
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 [email protected]!
- Industry: Computer Software
- Company size: 11–50 Employees
- Used Daily for 6-12 months
-
Review Source
Decent CRM but requires discipline
Insightly was being used for various marketing and sales data processing and activation tasks when I joined, and the account was a real mess because there was little control over who could edit which fields. As a result, no-one was following a consistent lead and opportunity management process, things like date fields became a nightmare because when exporting leads, some appeared to be using US date format and some using UK format, so identifying recent leads & opps was tricky.
Pros
The sales pipeline views were good because you could have lots of different pipeline views with filters and segmentation options applied without having to add them every time. It was easy to see pipeline value, create new fields and to move opps from one stage to another. Equally it was great for setting up automated email follow ups from demos and integrate with lots of other tools.
Cons
The lack of user management and access customisation means it is too easy to let poor spiral out of control and ruin your data. Equally the dashboards/Reports section really needs work as it’s unnecessarily difficult to create reports and dashboards for very simple metrics.
Response from Insightly
Hey Jamie! Thanks for your review. Glad to know you see the significant power of Insightly, when configured correctly, to support your team. We would love to learn more about your concerns regarding user management and customization as several options are available based on your plan level. Please reach out to me or [email protected] with discuss.

- Industry: Management Consulting
- Company size: 2–10 Employees
- Used Monthly for 2+ years
-
Review Source
DON’T REGISTER! Once you are in they lock you in a cage and throw away the key
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
Response from Insightly
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.
- Industry: Transportation/Trucking/Railroad
- Company size: 1,001–5,000 Employees
- Used Daily for 2+ years
-
Review Source
Insightly is sales incite.
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.
- Industry: Professional Training & Coaching
- Company size: 2–10 Employees
- Used Daily for 1+ year
-
Review Source
Customizing Insightly
I think it is a great, affordable product. I'm disappointed in the Customer Care response (or lack thereof). The Customer Support team is great. They can troubleshoot and fix items. Customer Care is required if you are trying to better/best use the product. I think that group needs some work. Anyone customizing the product should be confident that Insightly knows how it will be used for user's business and that may mean more questions upfront, better understanding of a client's business.
Pros
That we could customize. We were able to make this software work for our needs, which were a bit different than how the typical sales team might. We can track our orders and do great reporting.
Dashboards are very nice feature. Ability to customize pipelines very helpful and visuals are great. Customer support team is helpful and responsive.
Cons
Integration with our needs was a bit difficult. Our sales person seemed to understand what we needed to accomplish but I don't think the customer care person is as savvy. Customization is great, but if it impacts how you can report items or get most accurate data, user needs to understand that. We got creative in how we used items and where possible, didn't customize, just repurposed so we got the benefit of the connections Insightly makes. In our haste to be up and using, I don't think enough time was spent on that and rework was involved.
Alternatives Considered
Claritysoft CRM, HubSpot Marketing Hub, Salesforce Sales Cloud and Bigin by Zoho CRMReasons for Choosing Insightly
Did not like the web version as much as the local and the local had to sync properly. It's better to be in the web and Insightly affords that ease. People were challenged by using Act in some cases and I think just soured on it so sometimes it's best to start fresh.Switched From
Act!Reasons for Switching to Insightly
functionality, customization and cost- Industry: Management Consulting
- Company size: 11–50 Employees
- Used Daily for 1+ year
-
Review Source
Insightly is Great!
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.
- Industry: Financial Services
- Company size: 11–50 Employees
- Used Daily for 2+ years
-
Review Source
Insightly is great for CRM
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
- Industry: Supermarkets
- Company size: Self Employed
- Used Daily for Free Trial
-
Review Source
The CRM that has given me full control of my sales and customers
Since I started using it, it has been an invaluable tool for managing all my business activities and processes. The intuitive and easy-to-use interface makes it a breeze to organize and access my contacts, leads, and tasks. I love being able to customize the CRM to my needs and follow the entire customer lifecycle from start to finish.
Pros
What I like the most is its ease of use and its ability to adapt to my ever-changing business needs. With this platform, I can organize and manage all my contacts, leads, and tasks in one place efficiently. I also love its ability to integrate with other tools like email and marketing automation, saving me time and increasing my productivity.
Cons
Although overall I am very satisfied, there is one small thing that I would like to mention as a negative. I have sometimes experienced slow load times when working with large volumes of data or using more complex CRM features. Although this doesn't happen often, it can be a bit frustrating when I need to quickly access some information or complete an urgent task.
- Industry: Entertainment
- Company size: 2–10 Employees
- Used Daily for Free Trial
-
Review Source
A very useful software
It seems like a very useful software for small companies like us and it does a great and useful job of contact database management, which we are in need of. Will be getting the full version soon so we will know more about it in detail,
Pros
In the free trial version, I am liking the contact database structure of the software and ability to manage them in a simplified way. Clients can be contacted directly and vice versa for any sales feedbacks or any product issues. It is a very good CRM software.
Cons
So far there are no any cons. However, we will know more after we get the full version of the software.
- Industry: Financial Services
- Company size: 2–10 Employees
- Used Weekly for Free Trial
-
Review Source
Insightly Review
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.
- Industry: Professional Training & Coaching
- Company size: 11–50 Employees
- Used Daily for 6-12 months
-
Review Source
Gaining Insight through your CRM using Insightly
Pros
I like the ability to customize the platform as the user and being able to get excellent customer support from the Insightly team.
Cons
There are limitations of features based on what product you are using and the cost jumps between products can be up to double the cost.
- Industry: Computer Software
- Company size: 51–200 Employees
- Used Daily for 1+ year
-
Review Source
Insightly is Great
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.
- Industry: Telecommunications
- Company size: 51–200 Employees
- Used Daily for 6-12 months
-
Review Source
Great job
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
- Industry: Electrical/Electronic Manufacturing
- Company size: 501–1,000 Employees
- Used Daily for 1+ year
-
Review Source
User Friendly
Good
Pros
Insightly has been user friendly since, easy to navigate
Cons
Sometimes there are bugs wherein you were able to save the changes but it does not reflect asap
- Industry: Financial Services
- Used Daily for 1+ year
-
Review Source
A necessary tool to run my business. No more searching for client information.
Ease of Marketing and Sales process. Total contact management software that include picture of person. What a plus. Great training videos to guide all level of users. Wonderful opportunity to scale the software as the company grows from startup to height unknown. Pricing is fair and Insightly is not living on past accomplishments it is improving product continuously.
Pros
They offer a free version to evaluate. Since it is without a time limit I used it and gradually became totally dependent on it. During a planning meeting with staff it was determined we could increase our efficiency by adding the professional version that includes email marketing tools and an easy interface with MailChimp. Now they have my paid business. It is with confidence that I agree to pay them for a monthly service that will be used by all members of my company. The program can accommodate the growth curve in a company such as mine. We started out simply needing contact management software. Later as our sales and marketing needs became more our focus adding these features was an easy decision. There are many videos to quickly bring a new user up to speed. The experienced user can use the videos to explore the many functions that may yet be used by a company as needs and goals change. The reporting function has recently become important as we need to know the results of our marketing and sales efforts. The tool is there and ready for us to implement. I think the more our company commits to using Insightly the more our communication between owners and employees improves. We openly share information on Insightly and our feedback has been positive. In the past before Insightly, communication was dispersed informally and sometimes led to bad feelings due to the inefficiency of word of mouth. Insightly is constantly making changes and updates to its software.
Cons
Its not visually pretty. I know that is silly but staff has to look at it all day and they like pretty.
When a new user/employee first looks at program they make the mistake of thinking it is an old program. While I am able to bring them along and show them it isn't true, their first impression is a temporary detriment to their learning curve and acceptance of the program. In order for Insightly to be the awesome tool it is, requires employee and leader acceptance. Everyone on the team has input and others depend on that input to do their job. Sloppy work seems to come from lack of acceptance. Part of this is my responsibility as a leader to insist everyone use the tools as intended but again, if the program had a new interface and pretty colors it might make a difference. Personally I always choose function first and then presentation but input from staff is a factor I have to consider. One other area I would mention is the difference between leads and contacts. They are not intuitive to some people and I think a better explanation and reinforcement in training videos would make it easier for the new user. This confusion has lead to some mistakes by my users that require a bit of corrective action by more experienced users. There is very little for me to find wrong with Insightly that isn't based on personal style and preferences.
- Industry: Information Technology & Services
- Company size: 51–200 Employees
- Used Daily for 6-12 months
-
Review Source
Insightly is Right Sizedly!!!
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 StarterReasons for Switching to Insightly
It was solving the problem- Industry: Management Consulting
-
Review Source
Insightly: The Sports Car of CRM's
Pros
Having worked with clients using a variety of CRM’s we’ve seen the good, the bad, and the ugly. I often times refer to insightly as the sports car of CRM’s because it allows companies to manage sales, contacts, projects, opportunities and client fulfillment in a very clean, efficient and user-friendly way. Some of the features I love best are their pipelines and activity sets. For companies that are managing lots of clients at different stages of fulfillment, Insightly’s pipeline feature helps all the players involved know exactly what they need to do and when.
The client profile makes it easy for me to link contacts to organizations or note other important relationships. The ability to save my email communication and related tasks to a contact has become an essential part of how we use Insightly and it’s intuitive ability to save any attached files I send is another feature I love.
Other favorite features are their mass emailing tool within the CRM. I can send a personalized email to a group of clients without having to write individual emails. A task management feature that allows me to see on one screen what I’m working on for each of my clients and in all areas of my business. With one click I can see what each of my employees is working on, what’s been done. You can create custom tagging systems to easily sort and find clients in your database. In one place see all of the projects you’re currently working on and where they are in the process of completion. Insightly’s Gmail gadget makes it easy to assign tasks, create projects, save emails, add or update contact email easily from within your email. No more switching back and forth from program to program. Insightly University provides a good training source for new users in addition to their highly responsive customer service team. I also have to mention all the strategic partnerships that makes using Insightly with other programs really seamless. For example, Mailchimp, evernote, DropBox and Google Apps for Business to name a few.
Sure, there are lots bigger more robust CRM’s out there, but I don’t want to drive a Mack truck every day. I like my sports car. :)
Cons
Insightly's calendar doesn't work for me, but I use google calendar and haven't missed it. I wish you could customize what you want to see on the home page. Right now it's just a running list of the activity on your accounts, but not super helpful in my opinion. Right now you have to manually advance pipelines. It would be nice to set them to advance to the next stage once all the activity sets are complete.
- Industry: Veterinary
- Company size: 11–50 Employees
- Used Daily for 2+ years
-
Review Source
CRM and More
Good but a steep learning curve as a lot id not intuitive
Pros
I most liked Workflow management and activity lists
Cons
USer interface for Project and Task Management