15 years helping Australian 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

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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
Abel
Abel
Agent in Benin
Verified LinkedIn User
Hospitality, 2–10 Employees
Used the Software for: 1-5 months
Reviewer Source

Avis insightly

5.0 2 months ago New

Comments: I like this software because of its performance and ease of use accompanied by very simple functionality and I don't blame it for anything at the moment which is rare

Pros:

high-performance, easy-to-use software with very simple features

Cons:

I find no disadvantages for the moment good for competing

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 9 months 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.

David
David
CEO in Thailand
Verified LinkedIn User
Computer Software, 11–50 Employees
Used the Software for: 2+ years
Reviewer Source

Insightly is a reasonable CRM with decent functions

4.0 2 months ago New

Comments: 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.

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 2 months ago

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!

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

Insightly is a great CRM Tool

4.0 4 months ago

Comments: 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.