# Insightly Software Reviews, Demo & Pricing - 2026 > Review of Insightly Software: system overview, features, price and cost information. Get free demos and compare to similar programs. Source: https://www.softwareadvice.com/project-management/insightly-profile --- [Home](https://www.softwareadvice.com/) / [CRM Software](https://www.softwareadvice.com/crm/) / Insightly Software Advice offers objective insights based on verified user reviews and independent product and market research. When our advisors match you to a software provider, we may earn a referral fee. Overview [Reviews](https://www.softwareadvice.com/product/2667-Insightly/reviews/)[Alternatives](https://www.softwareadvice.com/product/2667-Insightly/alternatives/) # Insightly 2026: Benefits, Features & Pricing Wondering if Insightly is right for your organization? Our CRM Software selection experts can help you in 15 minutes or less. On this page - Overview - User Interface - Popular Alternatives - Pros and Cons - Pricing and Plans - Features - Integrations - User Reviews - Popular Comparisons ## Overview Insightly 4.0 [(654)](https://www.softwareadvice.com/product/2667-Insightly/reviews/) FrontRunner 2026 Pricing Starting at $29.00 per month ### About Insightly Insightly is the modern, affordable CRM that teams love. It’s easy to use, simple to customize, and scales with companies as they grow, solving common pain points that legacy CRMs can't. Insightly helps teams build and convert sales pipeline, increase productivity, and build lasting customer relationships. Powerful in any vertical, Insightly CRM customers can add companion products for marketing automation, customer service, and integrations in the same platform. Insightly is trusted by more than a million users worldwide. Wondering if Insightly is right for your organization? Our CRM Software selection experts can help you in 15 minutes or less. ## Insightly User Interface ## Popular Insightly Alternatives Main Product Insightly 4.0 [(654)](https://www.softwareadvice.com/product/2667-Insightly/reviews/) Ratings Breakdown - 4.02Ease of use - 4.00Value for money - 3.84Customer support - 3.89Functionality Pricing Starting at $29.00 per month Get Price Alternative Product [Salesforce Sales Cloud](https://www.softwareadvice.com/product/2764-Salesforce/) 4.4 [(18785)](https://www.softwareadvice.com/product/2764-Salesforce/reviews/) Ratings Breakdown - 3.99Ease of use - 4.05Value for money - 4.13Customer support - 4.38Functionality Pricing Starting at $25.00 per month Get Price Alternative Product [HubSpot CRM](https://www.softwareadvice.com/product/1854-HubSpot-CRM/) 4.5 [(4465)](https://www.softwareadvice.com/product/1854-HubSpot-CRM/reviews/) Ratings Breakdown - 4.38Ease of use - 4.29Value for money - 4.39Customer support - 4.36Functionality Pricing Starting at $20.00 per month Get Price Alternative Product [Zoho CRM](https://www.softwareadvice.com/crm/zoho-crm-profile/) 4.3 [(6978)](https://www.softwareadvice.com/crm/zoho-crm-profile/reviews/) Ratings Breakdown - 4.15Ease of use - 4.29Value for money - 4.08Customer support - 4.27Functionality Pricing Starting at $14.00 per month Get Price Alternative Product [HubSpot Sales Hub](https://www.softwareadvice.com/crm/hubspot-sales-profile/) 4.5 [(501)](https://www.softwareadvice.com/crm/hubspot-sales-profile/reviews/) Ratings Breakdown - 4.39Ease of use - 4.20Value for money - 4.43Customer support - 4.44Functionality Pricing Starting at $15.00 per month Get Price Alternative Product [Kylas Sales CRM](https://www.softwareadvice.com/marketing/kylas-profile/) 4.8 [(601)](https://www.softwareadvice.com/marketing/kylas-profile/reviews/) Ratings Breakdown - 4.79Ease of use - 4.79Value for money - 4.80Customer support - 4.70Functionality Pricing Starting at $250.00 per month Get Price ## Insightly Pros and Cons We analyzed 654 verified reviews for Insightly to find out what actual users really think. Select to learn more Tailored For Small Businesses Insightly offers features and pricing that appeal to small and mid-sized businesses. It helps manage leads, projects, and client relationships efficiently, with scalable options that grow alongside your company. Many users find it a practical choice for organizing daily operations and supporting business growth. Straightforward Interface For Users Insightly is designed with user-friendliness in mind. Its intuitive layout and clear menus make it easy to learn and navigate, even for those new to CRM tools. Users appreciate how simple it is to manage tasks and access information without unnecessary complexity or clutter. Broad Third-Party Connectivity Insightly supports integration with a wide range of popular apps, including Gmail, Google Drive, QuickBooks, Mailchimp, and Slack. Users value the ability to connect with other business tools, customize workflows, and boost productivity through API and Zapier connections. Limited And Cumbersome Email Tools Insightly's email integration is often seen as restrictive and outdated. Users report issues with linking emails, lack of HTML support, poor tracking, and the need for manual steps. Mass emailing, syncing, and managing multiple addresses are challenging, making it less suitable for email-heavy workflows. Cost And Value Concerns Many users feel Insightly's pricing is high compared to its feature set, with steep jumps between plans and limited functionality in the free version. The need to upgrade for support or essential features can be frustrating, especially for small businesses or those on a tight budget. Missing And Confusing Functionality Insightly is frequently criticized for lacking key features and not releasing updates quickly enough. Some users find the available tools basic or confusing, while others note that important functions are missing or not intuitive, limiting its usefulness for growing organizations. ## Insightly Pricing and Plans Starting price: $29.00 per month Free Trial Free Version Plus $29.00 per user, per month Plan includes: - Apply Task and Event Activity Sets - Assign Sales Teams - Attach Files From Cloud Storage - Automatic Duplicate Detection - Automatic Social Profile Enrichment - Batch Update Records With Ease - Built-in Business Intelligence Dashboards - Calendar and Docs - Calendar and Onedrive - Calendar Sync Read More Professional $49.00 per user, per month Plan includes: - 100 Customizable Insight Cards - Apply Task and Event Activity Sets - Assign Sales Teams - Attach Files From Cloud Storage - Automatic Duplicate Detection - Automatic Social Profile Enrichment - Batch Update Records With Ease - Build and Share Customized BI Dashboards - Built-in Business Intelligence Dashboards - Calendar and Disintegration With Microsoft Office 365 Login Read More Enterprise $99.00 per user, per month Plan includes: - Apply Task and Event Activity Sets - Assign Sales Teams - Attach Files From Cloud Storage - Automatic Duplicate Detection - Automatic Social Profile Enrichment - Batch Update Records With Ease - Build and Share Customized BI Dashboards - Built-in Business Intelligence Dashboards - Calculated Fields on Any Object - Calendar and Disintegration With Microsoft Office 365 Login Read More Confused about pricing? We've got you covered. Get a personalized pricing breakdown tailored to your specific needs—no guesswork, no generic estimates. ## Insightly Features - Popular features found in CRM Calendar Management Customer Journey Mapping Email Management Quotes/Estimates Reporting/Analytics Sales Pipeline Management Segmentation Task Management Territory Management Workflow Management - More features of Insightly Access Controls/Permissions Activity Dashboard Activity/News Feed Activity Tracking Alerts/Notifications API Appointment Scheduling Assignment Management Batch Processing Budgeting/Forecasting Business Card/Badge Scanning Calendar/Reminder System Calendar Sync Campaign Management Collaboration Tools Commenting/Notes Commission Management Configurable Workflow Contact Database Contact Management Contract/License Management CRM Customer Database Customer Engagement Customer Segmentation Customer Support Customizable Branding Customizable Fields Customizable Reports Customizable Templates Dashboard Dashboard Creation Data Import/Export Data Visualization Deal Management Document Management Document Storage Drag & Drop Dynamic Modeling Email Marketing Email Templates Email Tracking Event Triggered Actions Field Sales Management File Management File Sharing Forecasting For Insurance Industry For iPad Devices For Mac Devices For Sales Teams/Organizations For Small Businesses For Startups Goal Setting/Tracking Graphical Data Presentation Interaction Tracking Internal Chat Integration Kanban Board Lead Capture Lead Distribution Lead Generation Lead Management Lead Nurturing Lead Qualification Lead Scoring Lead Segmentation Marketing Automation Mobile Access Mobile App Modeling & Simulation Monitoring Multi-Currency Opportunity Management Percent-Complete Tracking Performance Metrics Pipeline Management Pipeline Reports Prioritization Project Planning Project Planning/Scheduling Project Templates Project Tracking Proposal Generation Prospecting Tools Real-Time Analytics Real-Time Data Real-Time Notifications Real-Time Reporting Real-Time Updates Recurring Tasks Referral Tracking Reminders Reporting/Project Tracking Reporting & Statistics Role-Based Permissions Sales Activity Management Sales Forecasting Sales Reports Sales Trend Analysis Search/Filter Shared Contacts Single Sign On Source Tracking Statistical Analysis Tagging Task Board View Task Editing Task Progress Tracking Task Scheduling Task Tagging Template Management Third-Party Integration Third-Party Integrations To-Do List Visual Analytics Web-based Deployment Web Forms Workflow Automation ## Insightly Integrations 123FormBuilder Integration rated undefined from -1 review Direct Mail Integration rated undefined from -1 review Emma by Marigold Integration rated undefined from -1 review HubSpot CRM Integration rated undefined from -1 review Mailchimp Integration rated undefined from -1 review Microsoft Power BI Integration rated undefined from -1 review See all 114 integrations ## Insightly User Reviews Overall Rating 4.0 Ratings Breakdown 5 38% 4 42% 3 13% 2 3% 1 5% Secondary Ratings Ease of Use 4.0 Value for money 4.0 Customer support 3.8 Functionality 3.9 Tarek B. Verified reviewer Management Consulting 11-50 employees Used weekly for more than 2 years Review source Reviewed October 2021 Insightly : a good option to start with cloud based CRMs for Small businesses 4 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. Ratings Breakdown 3 Ease of use 4 Value for money 4 Functionality 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. Reasons for choosing 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. Read More MB Mark B. Verified reviewer Insurance 2-10 employees Used daily for less than 6 months Review source Reviewed September 2025 Insightly is a modern CRM 4 The individual plus plan had very limited features and benefits. The Team plan was a lot more expensive and benefit rich software. I found it to be out of my budget and not very helpful. Ratings Breakdown 4 Ease of use 4 Value for money 3 Customer support 5 Functionality Pros: It offers very good Security, has a fair Value for Money for individuals and teams. Good expensive Customer Support if needed. Good amount of Task Management Features and strong Team Collaboration features. Cons: Customer support for individuals is all by email, or text. Guided Onboarding or Live support available at $1500 to $3000 for Premier Support. The individual plus plan had very limited features and benefits. The Team plan was a lot more expensive and benefit rich software. Reasons for choosing Insightly in Insightly was pretty good at this and looked easier to use. Read More VR Verified Reviewer Management Consulting 1001-5000 employees Used daily for less than 12 months Review source Reviewed October 2019 Good tool but there are better 4 Ratings Breakdown 5 Ease of use 4 Functionality Previously 5 Pros: Pricing and features vary widely with what you're willing to pay which is fair and great frankly. There's even a free plan that gives you a sneak peak into the great features. Dashboards and opportunity reports are designed well. Cons: customisations could be improved and customer support. Read More VR Verified Reviewer Construction 51-200 employees Used weekly for more than 2 years Review source Reviewed June 2022 Scalable CRM platform for businesses of all sizes 5 Insightly has been a beneficial addition to our sales and marketing efforts allowing us to easily store our contacts, leads, and projects in one platform. Ratings Breakdown 5 Ease of use 4 Value for money 5 Customer support 5 Functionality Pros: I really like how Insightly can be customized and scaled to fit the needs of the business. We are a mid size company and other CRMs were too robust and complicated. Insightly is just right. Cons: I think it is kind of expensive per user. I would like to see a lower monthly cost per user. Reasons for choosing Insightly Insightly was the right sized product for us and our needs. Salesforce was too expensive and had to many features we didn't need. Read More Denise W. Verified reviewer Marketing and Advertising 201-500 employees Used weekly for more than 2 years Review source Reviewed September 2022 Insightly developed to enhance our feeds 4 In my experience using Insightly, I haven't run into any serious issues. We used to utilize a strange CRM that was built out of sheets and required us to constantly switch between windows. Using Insightly, we can have all of our data in one place, neatly organized in custom fields. In my opinion, the project page may benefit from more fields in which to provide pertinent data. Ratings Breakdown 5 Ease of use 5 Value for money 5 Customer support 5 Functionality Pros: Insightly is how I keep track of all the initiatives we have in the works right now. The management of our company's 5,000+ open positions is a major challenge. Insightly makes it easy for us to keep track of all the moving parts, which would otherwise be difficult to do in a secure manner given the project's multi-stage nature. Cons: In most cases, the newly opened Org or Project tab doesn't take up more than half of my screen following a search. I can't figure out how to make the page larger. For some reason, the columns on the Relate and Activity tabs don't remember my saved column width. Every time I use it, I have to resize it. Reasons for switching to Insightly As was previously said, Insightly is a fantastic customer relationship management system designed for use by businesses who wish to efficiently arrange their tasks. Two years ago, we made the switch to Insightly and now we can monitor the status of all of our projects, view their schedules, and generate fresh reports. Read More Jennifer W. Verified reviewer Insurance 51-200 employees Used daily for less than 2 years Reviewed August 2023 Affordable CRM with the features you need 5 Has all the features a business needs like ease of use, robust reporting & customizations without the high cost that comes other well known CRMs Ratings Breakdown 5 Ease of use 5 Value for money 5 Customer support 4 Functionality 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 Cost, features, willingness to sign a business associate agreement (healthcare) Reasons for switching to Insightly Affordability. Ease of customization Read More Andrew E. Verified reviewer Computer Software 11-50 employees Used daily for less than 12 months Review source Reviewed August 2022 A fairly reasonable CRM for a small business 3 It's a fairly easy to use platform for a company who doesn't need the complexity, cost and extraneous functionality of something like Salesforce. However for some of the tasks we need it for, there are often gaps in the UI and areas where the documentation is severely lacking. The support team are slow and very unhelpful, often trying to push professional services rather than resolving issues. Ratings Breakdown 4 Ease of use 3 Value for money 1 Customer support 4 Functionality Pros: It's pretty easy to use for the most part so less technically able staff can use it with relatively few issues. Cons: The documentation is quite lacking and mostly quite outdated. Their support is extremely poor and is often used as leverage to sell professional services. Reasons for choosing Insightly We need something simple and easy to use. Many of the alternatives are not particularly easy to use and come with a hefty price tag. Reasons for switching to Insightly We needed something that was a little easier to use for some of the less technically able team members. Vendor Response Hello Andrew, Thanks for taking the time to review Insightly. While I'm glad you've had some success leveraging the CRM due to the price point and simplicity, I'm sorry to hear about your challenges with support and documentation. If you're willing, I'd love to gather more information about your specific case and see if there's anything we can do to help. Replied August 2022 Read More Joshua K. Verified reviewer Utilities 2-10 employees Used daily for free trial Review source Reviewed December 2019 Brings all record-keeping together 4 We have only been using Insightly for a couple of weeks, but overall I've liked it a lot. Prior to using Insightly, we were manually note-taking in Word documents for each client. Each time that a lead was converted, we then had to go and update everything. Now that we are able to integrate all of our notes, contacts, emails, etc. into one system, the workload has drastically lightened. Ratings Breakdown 4 Ease of use 4 Functionality Pros: The thing that I like most about Insightly is that it allows me to document everything from start to finish with each customer. For example, if I send an email to a lead/customer, all I have to do is add that as an attachment in Insightly and I can go back at any time and see anything that was linked with that particular person. This helps track progress when passing off to other team members, too. In a sense, Insightly brings all of the "record-keeping" together and puts in one simple platform. Cons: The project management function is pretty basic. Unlike a couple other CRM software that I've tested, Insightly does not offer many of the graphical views that the others do. Being someone who has an easier time seeing data in the visual realm, this was a feature that I wished Insightly would add. Reasons for choosing Insightly Salesforce was not transparent in their pricing. Also, my colleague told me that she heard Salesforce is difficult to set up. Vendor Response Hi Joshua! 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! Replied December 2019 Read More David H. Verified reviewer Computer Software 11-50 employees Used weekly for more than 2 years Review source Reviewed October 2023 Insightly is a reasonable CRM with decent functions 4 I selected this as our CRM. We switched over from Zoho which was universally hated by our sales guys. Ratings Breakdown 4 Ease of use 4 Value for money 4 Functionality 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. Reasons for switching to Insightly Zoho was hated by the sales guys, the UI was aweful and not easy to use. Read More Peter W. Verified reviewer Financial Services 51-200 employees Used daily for less than 2 years Review source Reviewed January 2025 Good for small company but not scaling tech companies! 3 It worked when we were a small company, but as we scaled it became worse. Ratings Breakdown 2 Ease of use 3 Value for money 2 Customer support 3 Functionality Pros: Highly customisable and cheap CRM to set up. Cons: Problematic to use and lacks of automation and integrations Read More Showing 1 - 10 of 654 Reviews [See All Reviews](https://www.softwareadvice.com/product/2667-Insightly/reviews/) ## Insightly Popular Comparisons [Salesforce Sales Cloud vs Insightly](https://www.softwareadvice.com/compare/2667-Insightly/vs/2764-Salesforce/)[HubSpot CRM vs Insightly](https://www.softwareadvice.com/compare/1854-HubSpot-CRM/vs/2667-Insightly/)[Zoho CRM vs Insightly](https://www.softwareadvice.com/compare/2667-Insightly/vs/392464-zoho-crm/)[HubSpot Sales Hub vs Insightly](https://www.softwareadvice.com/compare/2667-Insightly/vs/21946-hubspot-sales/)[Kylas Sales CRM vs Insightly](https://www.softwareadvice.com/compare/2667-Insightly/vs/216694-kylas/)[Bigin by Zoho CRM vs Insightly](https://www.softwareadvice.com/compare/2667-Insightly/vs/392397-bigin-by-zoho-crm/)[Ploomes CRM vs Insightly](https://www.softwareadvice.com/compare/2667-Insightly/vs/449937-Ploomes/)[Dynamics 365 vs Insightly](https://www.softwareadvice.com/compare/2667-Insightly/vs/106335-Dynamics-365/)[Odoo vs Insightly](https://www.softwareadvice.com/compare/2667-Insightly/vs/77019-odoo/)[Claritysoft CRM vs Insightly](https://www.softwareadvice.com/compare/2667-Insightly/vs/9707-claritysoft/)[monday CRM vs Insightly](https://www.softwareadvice.com/compare/2667-Insightly/vs/348745-monday-crm/) [Compare All Alternatives](https://www.softwareadvice.com/product/2667-Insightly/alternatives/) ## Other Top Recommended CRM Software [Claritysoft CRM](https://www.softwareadvice.com/crm/claritysoft-profile/) **4.5** (251) Recently recommended **95** times [Salesforce Sales Cloud](https://www.softwareadvice.com/product/2764-Salesforce/) **4.4** (18785) Recently recommended **91** times [HubSpot Sales Hub](https://www.softwareadvice.com/crm/hubspot-sales-profile/) **4.5** (501) Recently recommended **57** times [LeadMaster](https://www.softwareadvice.com/landing-page/leadmaster-crm-profile/) **4.1** (36) Recently recommended **53** times Stuck Between Options? 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