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619 Reviews

- Used Daily for 2+ years
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
Insightly has awesome customer support and works well for a with 3 remote locations
Reviewed on 09/03/2018
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

- Industry: Management Consulting
- Company size: 11–50 Employees
- Used Weekly for 2+ years
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Likelihood to recommend 7.0 /10
Insightly : a good option to start with cloud based CRMs for Small businesses
Reviewed on 10/10/2021
Insightly helps entrepreneurs and small businesses like most of our clients to get to the digital space and excel in no time. As a Technology expert, I highly recommend it to entrepreneurs beginning with tech and online platforms for their business.
Pros
Insightly Helps small and mid business manage their leads and projects online, through a fully fledged cloud based tool that provides an abundance of smart features, including customer insights from internet sources, and structured project/opportunity management platform.
Cons
It is probably requiring some advanced knowledge from our end, but integrating Insightly with e-mail services, social media and other 3rd parties seemed to be complex. We've been using Insightly in its early times, and I'm sure that things went better afterwards with the continuous improvements by Insightly amazing teams.
Alternatives Considered
Vtiger CRM, Zoho CRM, Salesforce Sales Cloud, Salesforce Retail CRM, Bitrix24 and HubSpot CRMReasons for Switching to Insightly
In its first launch, Insightly shown more functions for small businesses that attracted me, especially for individuals with no previous experience of online software CRMs. Nevertheless, each of the other competitors on the market has its competitive advantage, and addresses the needs of a particular niche. Each consumer needs to know first what features make sense to their business before choosing a CRM.- Industry: Construction
- Company size: 51–200 Employees
- Used Daily for 2+ years
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
Great CRM! Keep track of your contacts, leads, opportunities, and sold projects!
Reviewed on 08/03/2023
I use to be our lead intake manager and now I work in sales. I think that my overall experience with Insightly is great! A little hard to set it up but once you have everything in line it works just as it should!
Pros
All in one data base for all information regarding clients, sales, operations, marketing, etc.
Cons
It's a little bland and it's semi difficult to set up to work well for you. Once you've got everything dialed in though it works like a charm!
- Industry: Entertainment
- Used Daily for 1+ year
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Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 0.0 /10
HORRIBLE experience with Insightly.
Reviewed on 14/04/2017
We've been looking around for a new system for the past few months. Insighly has a lot of great features but we've run into way too many problems using it.
Pros
* CRM and project management together in the same application
* Easy navigation between clients, leads, tasks, etc
* User-friendly interface
Cons
Far too many features are missing and it seems like Insightly just isn't in a hurry to make the necessary features available such as:
* Can't send HTML emails from within Insightly. It's 2016 -- HTML email has been around for a long time. It's so hard to believe that this isn't a priority for them.
* Can't PRINT any of the data from within Insightly. This is a necessary feature for our company (and I'd think for ANY company). What good can our data do for our company if it can't be printed out?
* There always seems to be some kind of bug with the Google calendar integration. Items appear as one date inside of Insightly and another date inside Google Calendar.
* Cost of service is ridiculously overpriced when compared to the basic functionality that is missing. Cost of $35/month per user means that it could cost us $350/month to migrate our team to Insightly -- we simply CAN NOT JUSTIFY SPENDING $4200 per year on a system that isn't fully functional.
* SLOW, SLOW, SLOW customer service / tech support. I reported an issue last September and I received a notification 7 months later that it has been resolved. Why do simple fixes take so long?
* They do NOT listen to what their customers want and instead choose to roll out new "features" that no one was asking for in the first place. We want HTML email and we want to be able to PRINT. Why is that so hard to do?
- Industry: Accounting
- Company size: 11–50 Employees
- Used Daily for 6-12 months
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Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 7.0 /10
Decent CRM software
Reviewed on 14/01/2023
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.
- Industry: Electrical/Electronic Manufacturing
- Company size: 201–500 Employees
- Used Daily for 6-12 months
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Review Source
Overall rating
- Ease of Use
- Likelihood to recommend 9.0 /10
I like Insightly
Reviewed on 15/03/2023
Pros
I like the categories, sections, fields details options, user interface overall
Cons
Not working keyboard shortcuts really hurt my feelings :D
- Industry: Marketing & Advertising
- Company size: 2–10 Employees
- Used Daily for 1+ year
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 9.0 /10
Good Value for CRM Investment
Reviewed on 03/03/2023
Our team has used Insightly to manage outreach efforts to new leads and to track activity/progress on projects for existing clients. Using Insightly to create reports and dashboards has been helpful to visualize our progress and successes.
Pros
This software has all of the basic tools our business needed to begin using a CRM system. We were looking for a system to get us off the ground with coordinating our team's sales efforts, and Insightly has been very helpful.
Cons
There are some features that I would like to be included in the basic subscription fee that are only available if you add and pay for additional services, i.e. Insightly Marketing.
- Industry: Farming
- Company size: 11–50 Employees
- Used Daily for 2+ years
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 7.0 /10
Insightly Review
Reviewed on 08/03/2023
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.
- Industry: Information Technology & Services
- Company size: 51–200 Employees
- Used Daily for 2+ years
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 5.0 /10
Insightly is great to get ramped up in early days
Reviewed on 03/03/2023
Pros
It was very easy to get set up initially and works to get started without a visualization of our internal data
Cons
Not a lot of ability to customize the software to what we need it to be
- Industry: Marketing & Advertising
- Company size: 2–10 Employees
- Used Daily for 6-12 months
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Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 8.0 /10
Insightly establishes and maintains the bond between us and our customers very well.
Reviewed on 10/02/2023
Overall, Insightly has been a great choice for our CRM needs. Its intuitive platform and easy-to-use features make it a great tool for customer relationship management.
Pros
Insightly has made it incredibly easy to manage contacts and track customer interactions. With great features like automated emails and task reminders, it has been a great tool to help us stay organized and keep our customers happy.
Cons
Some of the reporting options are a bit limited, and creating custom views can be a bit tricky.
- Industry: Professional Training & Coaching
- Company size: 2–10 Employees
- Used Daily for 1+ year
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 8.0 /10
Customizing Insightly
Reviewed on 17/10/2022
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: Staffing & Recruiting
- Company size: 51–200 Employees
- Used Daily for 2+ years
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 8.0 /10
Effective and Affordable
Reviewed on 25/07/2019
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.
Reasons for Switching to Insightly
More enhanced features are included without additional costs.Response from Insightly
Hi Nezar,
Thank you for the feedback!!!
- Industry: Financial Services
- Company size: 11–50 Employees
- Used for 2+ years
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 9.0 /10
Insightly CRM Review
Reviewed on 20/07/2019
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.
Reasons for Choosing Insightly
Comments aboveReasons for Switching to Insightly
Insightly was best for linking contacts, companies, leads and projects. They also had an email syncing tool which was helpful.Response from Insightly
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
- Industry: Real Estate
- Company size: Self Employed
- Used Weekly for 6-12 months
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 9.0 /10
Very versatile CRM
Reviewed on 30/08/2019
I can access my data on the fly with their app, send emails from within, track documents, import/export contact info and more. I like the ease of use and expansive custom field options and ability to create tags enabling grouping of contacts or leads.
Pros
Able to connect relationship between different contacts. It has the ability to create reports on a whim. Price is fair for the functionality and ability to customize to fit your industry's needs.
Cons
Not specifically geared towards the real estate industry.
Alternatives Considered
LionDeskReasons for Switching to Insightly
I chose Insightly for the ability to customize fields, tags, and reports.Response from Insightly
Mike thank you for your feedback and enthusiasm about Insightly CRM! Your experience and satisfaction with Insightly CRM are our priority and we're excited your experience reflects that. We look forward to creating many more great Insightly CRM moments for you. Make sure to keep up with Insightly news and updates, follow us on Twitter and Facebook.
- Industry: Management Consulting
- Company size: 51–200 Employees
- Used Daily for 2+ years
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 5.0 /10
Long time user verging toward long-suffering user
Reviewed on 05/10/2016
This is a product I wanted to like so much. We have been using Insightly for many years. We were attracted to it because it combined CRM and Project Management. Over the years they have improved the CRM aspect, but have left PM virtually untouched. Their support is haphazard and they often introduce new *features* which cause problems - like the day Google Contact Sync stopped working, or the day Google Contact Sync started duplicating contacts in Google etc. Because we signed up so long ago, we have an excellent pricing model. If we were paying more I would be really dissatisfied.
Oh and they are just appalling at sharing their product roadmap. It's like driving a manual shift car as the mechanic is fitting new gears as you speed up.
Pros
Great CRM and Pipeline Management out the box!
Contact Syncing for Google is great - despite minor issues.
Good simple project lists.
Links nicely to Mailchimp and Xero.
Cons
Very very poor project management. You will need to use other packages for almost anything. No resource management. No Gantt charts. No visibility.
Email integration is rudimentary. Task integration is non-existent.
No Office 365 contact synchronisation.
Response from Insightly
Thanks for the feedback. I'll pass this on to our product team because all feedback helps us improve. With regards to exposing our product road map -- it's common that privately held companies do not make their product road map public. If you have specific questions on features please send an email to [email protected] and we can let you know if they are on the roadmap. Thanks.
- Used Daily for 2+ years
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 4.0 /10
Google Sync Does Not Work
Reviewed on 20/08/2016
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.
Response from Insightly
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 [email protected] 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!
- Industry: Computer Software
- Company size: 2–10 Employees
- Used Daily for 2+ years
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 9.0 /10
Insightly - Punching above its weight
Reviewed on 27/11/2018
We manage our business in Insightly and integrate it via their API into other systems. As such it is a real boost to our productivity.
Pros
We have been using Insightly for many years and have seen it grow. While there is now a lot of very advanced functionality on it, the application is still simple and intuitive to use. It still appeals to small businesses but at the same time has a lot of functionality that you would expect on a much larger CRM system. For example it is possible to create custom objects and pages in order to adapt Insightly to your business' needs. There is a an API that allows for integrations with other applications and a workflow module to apply longer running processes.
Cons
Insightly started out targeting smaller businesses but can see the value in larger paying clients. As such the development contributions made to the lower tier subscriptions appear to be lacking. There has been a lot of new functionality aimed at the higher subscriptions whereas a few smaller but obvious wins have been ignored. This irritates the longer term loyal but smaller client base.
- Industry: Retail
- Company size: 2–10 Employees
- Used Daily for 2+ years
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 7.0 /10
Easy to implement and it's very affordable
Reviewed on 20/03/2018
Keeps thing organized, the price is right.
Pros
We've been using it for 5 years. Small Retail online/brick mortar for customer follow up. 3 users, it makes it easy to follow and get updates about tasks. the gadget that interfaces with gmail is convenient.
Cons
My staff that are in their 20's say the new UI is confusing and harder to use, so we stay with the older UI.
The side bar chrome extension was suppose to make things easy but after trying it for a month my staff avoids it.
Customer service is mediocre , they only wanted to help if I were going to upgrade to a higher level. I wanted to fist resolve over 700 contact dups. They said I had to do it manually!
Emailing - Bcc'ing insightly each time I send an email seems so old style. When I get a rely the email does not go into the same thread, seems to me that is standard now a days.
I've been using it so long I know what it's missing so we take extra notes or have links from the email in the notes so other staff can see or find the thread.
- Industry: Nonprofit Organization Management
- Company size: 2–10 Employees
- Used Daily for 2+ years
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Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 0.0 /10
my review
Reviewed on 16/10/2019
coordination of our efforts. we have raised our planning horizon to 2 or 3 weeks out. We do a significant amount of USPS mailings through the year, approx 15,000 letters. Insightly has ignored the problem and has left it up to us to plod our way through a process they could drastically reduce.
Pros
Connectivity of all its functions. Speed of accessing data
Cons
Too many pebbles in the shoe! They move on with the sizzle, but ignore the steak.
- Industry: Computer Software
- Company size: 2–10 Employees
- Used Daily for 1-5 months
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 9.0 /10
Almost Perfect - But not quite!
Reviewed on 05/10/2016
After using many CRM systems from Salesforce, Zoho, Apptivo, Pipeline Deals, Pipedrive, Base CRM and more, Insightly is a 'breath of fresh air' (even though that is getting a bit stale lately - more on that shorty). Frankly, after looking at many of these systems, I was tempted to design and create my own system (I have been a software engineer for 30 years and own a software development firm as one of my companies). Yet I decided to give Insightly the last shot. It works great - almost the way I would have designed. There are some weaknesses as well, most of all the lack of the support teams response to multiple request of the same kind and promising future fixes that 'are just not coming'. That all said, Insightly is well rounded, has lots of integration options and works very well for most CRM needs, especially around customer service, contacting, tracking and task planing. Even light weight project management is included in 2 different forms - pipelines or more traditional but more complicated to use project management optionsl
Pros
Here are just a few pros:
* Easy to use and learn
* Integrated Light Weight Project Management
* Fast Response
* Great note taking
* Easy task tracking
* Great for sales cycles and customer service alike
* Useful Integrations
* Better User Interface than most (every tried Salesforce and couldn't find anything?)
Cons
A couple of Cons:
* Service - The guys and gals at Insightly need to learn to listen and pass information 'up the management chain'
* Task and Event Handling need improvement as reported by many clients
* Need fully functional 2-way sync with Google Calendar
* Need real workflow functionality instead of clunky Project Management (to their defense, lots of systems 'miss this one')

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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
Insightly was my runner up when picking a CRM. The automation looked awesome.
Reviewed on 13/10/2017
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.
- Industry: Architecture & Planning
- Company size: 51–200 Employees
- Used Daily for 2+ years
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Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 0.0 /10
Support SUCKS
Reviewed on 04/01/2021
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.
- Industry: Legal Services
- Company size: 2–10 Employees
- Used Daily for 2+ years
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
Great Product
Reviewed on 11/10/2022
So far fantastic.
Pros
It is really easy to customize to your needs.
Cons
Does not have accounting features, such as running invoices and integrating with quickbooks.

- Industry: Financial Services
- Company size: 2–10 Employees
- Used Daily for 6-12 months
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Likelihood to recommend 5.0 /10
Great CRM for a Small Business
Reviewed on 06/01/2022
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.
- Industry: Renewables & Environment
- Company size: 1,001–5,000 Employees
- Used Daily for 2+ years
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Review Source
Overall rating
- Ease of Use
- Customer Support
- Likelihood to recommend 7.0 /10
Pretty Good Product
Reviewed on 17/10/2022
My overall experience is really good. When I am working with AppConnect, I feel I get limited support on what issues I am encountering.
Pros
I like that Insightly is improving. In the time that I have used the product we are able to use Workato to compare dates, being able to search the workflows, and be able to see the field history (pull reports based on this).
Cons
I don't like that reports are not able to update in real time anymore. I also do not like that we cannot identify which workflow is updating a certain field (this would help when an incorrect field is marked, being able to easily track the issue).