18 years helping British businesses
choose better software

What is 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. 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.

Who Uses Insightly?

Fast-growing businesses in every vertical who want a cloud-based, powerful, affordable, scalable CRM.

Insightly Software - Key Metrics Dashboards
Insightly Software - Flexible Sales Pipelines
Insightly Software - Manage relationships
Insightly Software - Customers, vendors and employees in one place
Insightly Software - Mobile flexibility

Not sure about Insightly? Compare with a popular alternative

Insightly

Insightly

4.0 (660)
US$29.00
month
Free version
Free trial
126
120
4.0 (660)
4.0 (660)
3.8 (660)
VS.
Starting Price
Pricing Options
Features
Integrations
Ease of Use
Value for Money
Customer Service
£22.00
month
Free version
Free trial
466
34
4.5 (5,418)
4.3 (5,418)
4.4 (5,418)
Green rating bars show the winning product based on the average rating and number of reviews.

Other great alternatives to Insightly

monday.com
Top rated features
360 Degree Feedback
Inventory Tracking
Product Identification
DealCloud
Top rated features
Data Import/Export
Lead Management
Task Management
Nimble
Top rated features
Contact Management
Interaction Tracking
Lead Management
LionDesk
Top rated features
Contact Management
Email Management
Lead Management
Salesforce Platform
Top rated features
Access Controls/Permissions
Business Process Automation
Customizable Fields
Salesforce for Retail
Top rated features
Email Marketing
Order Management
Reporting/Analytics
Claritysoft CRM
Top rated features
Contact Database
Contact Management
Sales Pipeline Management
Teamleader
Top rated features
Contact Database
Contact Management
Quotes/Estimates
Trello
Top rated features
Commenting/Notes
Project Management
Task Management

Reviews of Insightly

Average score

Overall
4.0
Ease of Use
4.0
Customer Service
3.8
Features
3.9
Value for Money
4.0

Reviews by company size (employees)

  • <50
  • 51-200
  • 201-1,000
  • >1,001
Sai
Sai
Client Project Manager in US
Verified LinkedIn User
Internet, 51–200 Employees
Used the Software for: 6-12 months
Reviewer Source

Excellent CRM

5.0 2 years ago

Comments: Our team’s experience with Insightly has been stellar

Pros:

Insightly is an exceptional CRM platform that allows sales, customer success teams to be efficient and collaborative. Reports and insights are easy to generate. It is perfect for small businesses

Cons:

Some features and functionalities with customizable fields are limited when compared to other CRMs

Jim
VP Sales and Marketing in US
Construction, 11–50 Employees
Used the Software for: 2+ years
Reviewer Source

12 good years of using Insightly CRM

5.0 8 months ago

Comments: 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.

Insightly Response

6 months ago

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]!

Patrick
office manager in US
Business Supplies & Equipment, 2–10 Employees
Used the Software for: 2+ years
Reviewer Source

Poor quality, high cost

1.0 last year

Pros:

They offer sufficient customer support for setup and management

Cons:

The entire interface and user experience is very poor. Cost is very high for a low quality product that looks 10-15 years old!

Jamie
Head of Growth in UK
Computer Software, 11–50 Employees
Used the Software for: 6-12 months
Reviewer Source

Decent CRM but requires discipline

4.0 9 months ago

Comments: 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.

Insightly Response

9 months ago

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.

Nancy
Program Specialist in US
Nonprofit Organization Management, 2–10 Employees
Used the Software for: 2+ years
Reviewer Source

Insightly Works GREAT for our Org

5.0 10 months ago

Comments: We have evolved from the early days of our organization and Insightly has evolved with us. As we learn its capabilities, we continue to find functions and create objects that increase our efficiency every day.

Pros:

We have used Insightly for 8 years now and it has been so user-friendly to build our Program database. From the customizable fields to the reporting features, it does everything we need for it to do. Insightly has helped us to streamline our processes, making our mission easier to manage every day. And the reporting features have allowed us to provide every kind of data to generous supporters who in turn donate to our mission.

Cons:

To get some of the features we are using today, the cost has increased significantly.

Insightly Response

10 months ago

Hey, Nancy! It's awesome to hear how Insightly has been rocking it for your organization for 8 years! Sounds like we've managed to truly partner with your team in building and managing your business. Streamlining processes and making your mission more manageable every day? That's what I call a win! Thanks for sharing your experience—it's super helpful for folks looking for a CRM that can keep up with their growth.

Luis
Sales Manager Educational Products in US
Education Management, 11–50 Employees
Used the Software for: 2+ years
Reviewer Source

A versatile CRM Tool

4.0 6 months ago

Comments: By centralizing customer data, communication history, and project details in one platform, Insightly eliminates the need for multiple disjointed systems, reducing the chances of information silos and miscommunication.

Pros:

Its intuitive user interface, making it easy for teams to adopt and use efficiently. The customizability of pipelines, dashboards, and reports enable users to tailor the system to their specific needs.

Cons:

The reporting and analytics tools to be less advanced compared to other CRM platforms, making it challenging to create highly customized or in-depth reports.

Wilcox
Managing Solicitor in Australia
Legal Services, 51–200 Employees
Used the Software for: 6-12 months
Reviewer Source

Insightly does what we need it to do.

5.0 5 months ago

Comments: It meets our needs,that might not sound glowing,but it is meant to be.

Pros:

We can build functionalities that suites us without spending thousands of dollars with developers,Data can also be connected within Insightly,such as connecting contacts and organizations to request and project records.Additionally I like the Kanban view for tracking projects and the ability to pull reports and filter projects.

Cons:

Wish we could customize more fields in Kanban view and assign colours for categorization.

Matthew
School Support Lead in UK
Information Technology & Services, 2–10 Employees
Used the Software for: 2+ years
Reviewer Source

Super Easy

4.0 10 months ago

Pros:

Insighty is super easy to use. Being able to set tasks to know who you are chasing/following up means that it's all in one place and you do not have to depend on your outlook calender.

Cons:

Reports are good but can be a bit difficult to set up.

Taylor
Director of Design and Engineering in US
Construction, 201–500 Employees
Used the Software for: 2+ years
Reviewer Source

Insightly is good, but there are better CRMs out there

4.0 9 months ago

Comments: Insightly is great a simple every day tasks, but does not handle complexity very well.

Pros:

I like the collaboration capabilities with API via Appconnect, AutoCAD, BricsCAD, Loveland Innovations IMGING, etc

Cons:

The cap of fields in a custom object, the automations not triggering correctly -> you have to delay triggers so that automations do not overlap and contradict each other. Sometimes automations to not trigger at all. There are a lot of holes and catch reports that need to be created.

Verified Reviewer
Verified LinkedIn User
Marketing & Advertising, 1,001–5,000 Employees
Used the Software for: Free Trial
Reviewer Source

A fair CRM tool but needs some improvement

4.0 10 months ago

Pros:

1. Good UI 2. Works in less bandwidth 3. Easy to operate 4. Flexible product team

Cons:

1. Relatively expensive 2. App is not optimised 3. Should work according to clients’ workspace/ availability 4. Should have AI integration

Natalie
Operations & Training Manager in US
Construction, 11–50 Employees
Used the Software for: 2+ years
Reviewer Source

Alternatives Considered:

Insightly - We're Back Again

5.0 2 years ago

Comments: We love Insightly and have solved the major issue of project management as well as integration with Quickbooks so we can have a high level overview of each project, opportunity, and where we are with the quickbooks billing. It saves us a lot of time and removes a lot of human error in our processes as well.

Pros:

The ease of tracking multiple types of projects and stages of the project and the visibility of each project's status. We tried Hubspot for two years and came back with Insightly as it was so much better to use.

Cons:

The marketing function, and the products, pricebooks, and quotes could use some additional features compared to their competition. They aren't as easy to use and can be clunky at times.

Kevin
Sr Director in US
Transportation/Trucking/Railroad, 1,001–5,000 Employees
Used the Software for: 2+ years
Reviewer Source

Insightly is sales incite.

5.0 2 years ago

Comments: 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.

Parker
Digital Marketing Manager in US
Food Production, 51–200 Employees
Used the Software for: 1+ year
Reviewer Source

Insightly Review

4.0 9 months ago

Pros:

I really like how easy Insightly is to use. It is pretty streamlined.

Cons:

Since Insightly is so streamlined, it is hard to make in-depth automations, especially when it comes to actions between different objects

Alan
IT Client Services in US
Financial Services, 11–50 Employees
Used the Software for: 2+ years
Reviewer Source

Insightly is great for CRM

5.0 last year

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

Verified Reviewer
Verified LinkedIn User
Veterinary, 11–50 Employees
Used the Software for: 2+ years
Reviewer Source

It does the job but there is possibly better out there

4.0 2 years ago

Pros:

The task and project management works well (even though it could be improved upon).

Cons:

As a dedicated CRM system I feel it’s not the softwares strongest element. There is definitely better out there but as a joint package it makes up for its flaws.

Liliana Sofia
GED in US
Supermarkets, Self Employed
Used the Software for: Free Trial
Reviewer Source

The CRM that has given me full control of my sales and customers

5.0 2 years ago

Comments: 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.

Verified Reviewer
Verified LinkedIn User
Professional Training & Coaching, 11–50 Employees
Used the Software for: 6-12 months
Reviewer Source

Gaining Insight through your CRM using Insightly

4.0 2 years ago

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.

Rosalina
Executive Assistant/ Freelancer in Philippines
Insurance, 2–10 Employees
Used the Software for: 1+ year
Reviewer Source

Insightly Review: A Comprehensive CRM Solution for Your Business.

5.0 2 years ago

Comments: Generally, Insightly is a very much respected CRM programming that can be an important resource for organizations hoping to really deal with their associations with clients more. While there are a few possible disadvantages, for example, restricted revealing capacities and the expense of the product, numerous clients track down that Insightly's scope of elements, customization choices, and convenience make it a significant expansion to their tool compartment. Assuming that you are searching for a CRM programming that can assist you with smoothing out your business connections, Insightly is certainly worth considering.

Pros:

Simple to utilize: Insightly has an instinctive point of interaction and is not difficult to learn and utilize, in any event, for colleagues with almost no involvement in CRM programming.Hearty highlights: Insightly offers a scope of elements that empower organizations to deal with their associations with clients, including contact the board, project the executives, and deals mechanization.Customization choices: Insightly offers a serious level of customization, permitting organizations to fit the product to meet their particular requirements.Mix: Insightly incorporates with an extensive variety of other business devices, including email, showcasing computerization, and venture the board programming.

Cons:

Restricted detailing capacities: While Insightly gives some fundamental announcing and examination highlights, it may not be pretty much as vigorous as some other CRM programming choices.Cost: Insightly can be costly, especially for organizations that require progressed includes or have bigger groups.Expectation to learn and adapt: Similarly as with any CRM programming, there might be an expectation to learn and adapt for colleagues who are curious about the product or CRM best practices.Client care: A few clients generally disapprove of client care, especially around reaction times and the nature of help gave.

Jen
IT Coordinator in US
Computer Software, 51–200 Employees
Used the Software for: 1+ year
Reviewer Source

Insightly is Great

5.0 2 years ago

Comments: 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.

Erin
Account Manager in US
Marketing & Advertising, 2–10 Employees
Used the Software for: 1+ year
Reviewer Source

Good Value for CRM Investment

5.0 2 years ago

Comments: 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.

Scott
President in US
Farming, 11–50 Employees
Used the Software for: 2+ years
Reviewer Source

Insightly Review

4.0 2 years ago

Comments: 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.

Tobias
Business Intelligence Manager in UK
Veterinary, 11–50 Employees
Used the Software for: 2+ years
Reviewer Source

CRM and More

4.0 2 years ago

Comments: 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

Adam
Data Administrator in UK
Veterinary, 11–50 Employees
Used the Software for: 2+ years
Reviewer Source

Great For Managing Tasks

5.0 2 years ago

Comments: I use it every day to track individual tasks and projects and its a great way for my manager to keep track of where I am up to

Pros:

Its easy to use for such a complex system

Cons:

You have to download reports from a link sent in an email, would be better if the report was simply attached

Harrison
Regional Sales Manager in US
Real Estate, 51–200 Employees
Used the Software for: 1+ year
Reviewer Source

Insightly works great at sales rep CRM

4.0 2 years ago

Comments: Great tool to help keep myself organized and work my sales leads and manage my pipeline. Helps me to keep on track.

Pros:

The ease of use and how quickly I was able to get the hang of it. It offers everything I used Salesforce for in the past.

Cons:

More features to prevent duplicates getting entered into the CRM would be helpful.

Logan
Acquisitions Specialist in US
Business Supplies & Equipment, 51–200 Employees
Used the Software for: 1-5 months
Reviewer Source

Insightly review

4.0 2 years ago

Pros:

Ease of use for tracking opportunities with potential customers

Cons:

Sometimes refreshed in the middle of sending an email and will have to retype the entire thing.