---
description: Learn more about Insightly price, benefits, and disadvantages for businesses in Australia. Read reviews from verified users and discover similar tools that fit your business needs.
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title: Insightly Cost & Reviews - Capterra Australia 2026
---

Breadcrumb: [Home](/) > [CRM Software](/directory/2/customer-relationship-management/software) > [Insightly](/software/130671/insightly)

# Insightly

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> Insightly is the modern, affordable CRM that teams love.
> 
> Verdict: Rated **4.0/5** by 654 users. Top-rated for **Likelihood to recommend**.

-----

## Overview

### Who Uses Insightly?

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

## Quick Stats & Ratings

| Metric | Rating | Detail |
| **Overall** | **4.0/5** | 654 Reviews |
| Ease of Use | 4.0/5 | Based on overall reviews |
| Customer Support | 3.8/5 | Based on overall reviews |
| Value for Money | 4.0/5 | Based on overall reviews |
| Features | 3.9/5 | Based on overall reviews |
| Recommendation percentage | 70% | (7/10 Likelihood to recommend) |

## About the vendor

- **Company**: Insightly
- **Location**: San Francisco, US
- **Founded**: 2010

## Commercial Context

- **Starting Price**: USD 29.00
- **Pricing model**: Per User (Free Trial)
- **Pricing Details**: Plus&#10;$29/user/month (billed annually)&#10;&#10;Professional&#10;$49/user/month (billed annually)&#10;&#10;Enterprise&#10;$99/user/month (billed annually)
- **Target Audience**: Self Employed, 2–10, 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000, 5,001–10,000, 10,000+
- **Deployment & Platforms**: Cloud, SaaS, Web-based, Mac (Desktop), Windows (Desktop), Android (Mobile), iPhone (Mobile), iPad (Mobile)
- **Supported Languages**: English, French, Portuguese, Spanish
- **Available Countries**: Australia, Canada, China, Germany, India, Japan, New Zealand, United Kingdom, United States

## Features

- Activity Dashboard
- Alerts/Notifications
- Appointment Scheduling
- Assignment Management
- Batch Processing
- Calendar/Reminder System
- Campaign Management
- Collaboration Tools
- Commenting/Notes
- Contact Database
- Contact Management
- Customer Database
- Customizable Fields
- Customizable Reports
- Customizable Templates
- Data Import/Export
- Document Storage
- Email Management
- Email Marketing
- For Insurance Industry
- Forecasting
- Interaction Tracking
- Lead Capture
- Lead Distribution
- Lead Generation
- Lead Management
- Lead Nurturing
- Lead Qualification
- Lead Segmentation
- Marketing Automation
- Mobile Access
- Opportunity Management
- Performance Metrics
- Pipeline Management
- Prioritization
- Project Tracking
- Quotes/Estimates
- Reporting/Analytics
- Sales Activity Management
- Sales Forecasting
- Sales Pipeline Management
- Sales Reports
- Search/Filter
- Segmentation
- Shared Contacts
- Task Editing
- Task Management
- Third-Party Integration
- Third-Party Integrations
- Workflow Management

## Integrations (118 total)

- 123FormBuilder
- ActiveCampaign
- ActiveDEMAND
- Acuity Scheduling
- Aircall
- AnyMeeting
- Asana
- Benchmark Email
- Bidsketch
- BookingSync
- Box
- Brevo
- CallRail
- Campaign Monitor by Marigold
- Chargebee

... and 103 more integrations

## Support Options

- Email/Help Desk
- FAQs/Forum
- Knowledge Base
- Phone Support
- Chat

## Category

- [CRM Software](https://www.capterra.com.au/directory/2/customer-relationship-management/software)

## Related Categories

- [CRM Software](https://www.capterra.com.au/directory/2/customer-relationship-management/software)
- [Nonprofit Project Management Software](https://www.capterra.com.au/directory/32439/project-management-software-for-nonprofits/software)
- [Sales Forecasting Software](https://www.capterra.com.au/directory/30930/sales-forecasting/software)
- [Contact Management Software](https://www.capterra.com.au/directory/30016/contact-management/software)
- [Lead Management Software](https://www.capterra.com.au/directory/30017/lead-management/software)

## Alternatives

1. [HubSpot CRM](https://www.capterra.com.au/software/152373/hubspot-crm) — 4.5/5 (4453 reviews)
2. [Zoho CRM](https://www.capterra.com.au/software/155928/zoho-crm) — 4.3/5 (6964 reviews)
3. [Bigin by Zoho CRM](https://www.capterra.com.au/software/204998/bigin-by-zoho-crm) — 4.7/5 (727 reviews)
4. [Salesforce Sales Cloud](https://www.capterra.com.au/software/61368/salesforce) — 4.4/5 (18768 reviews)
5. [Dynamics 365](https://www.capterra.com.au/software/157279/dynamics-365) — 4.4/5 (5812 reviews)

## Reviews

### "Insightly does what we need it to do." — 5.0/5

> **Wilcox** | *20 September 2024* | Legal Services | Recommendation rating: 8.0/10
> 
> **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.
> 
> It meets our needs,that might not sound glowing,but it is meant to be.

-----

### "Insightly is good, but there are better CRMs out there" — 4.0/5

> **Taylor** | *30 May 2024* | Construction | Recommendation rating: 7.0/10
> 
> **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 -\&gt; 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.
> 
> Insightly is great a simple every day tasks, but does not handle complexity very well.

-----

### "Decent CRM but requires discipline" — 4.0/5

> **Jamie** | *6 May 2024* | Computer Software | Recommendation rating: 6.0/10
> 
> **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 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 \&amp; opps was tricky.

-----

### "Insightly Review" — 4.0/5

> **Parker** | *30 May 2024* | Food Production | Recommendation rating: 7.0/10
> 
> **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

-----

### "Super Easy" — 4.0/5

> **Matthew** | *23 April 2024* | Information Technology & Services | Recommendation rating: 9.0/10
> 
> **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.

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## Links

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