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Insightly Logo

Insightly is the modern, affordable CRM that teams love.

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Insightly - 2026 Pricing, Features, Reviews & Alternatives

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All user reviews are verified by in-house moderators and provider data by our software research team.  Learn more

Last updated: March 2026

Insightly overview

Verified reviewer profile picture

Based on 654 verified user reviews

What is Insightly?

Insightly is a CRM solution offering key features such as contact management, among others.

Who uses Insightly?

Reviews for Insightly come from a wide variety of industries, including marketing and advertising (10% of reviewers), management consulting (7%), and computer software (7%). The most frequent use case for Insightly cited by reviewers is CRM (60% of reviewers).

What do users say about Insightly pricing?

Some users report that Insightly’s free plan is valuable for startups and small businesses, and reviewers appreciate its generous features and competitive entry-level pricing. However, some reviewers feel the paid tiers are expensive and include unnecessary or costly add-ons.

Starting price

29per user /
per month

Alternatives

with better value for money


Pros & Cons

Lead Management

Customer Support

Client Management

Custom Fields

Frequent bugs and glitches

Cumbersome email integration

Insightly’s user interface

Ease of use rating:

Insightly pros, cons and reviews insights

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To determine these pros and cons insights, we analyzed responses from 

Overall rating

Reviews sentiment

 
 
 
1-2(49)
3-4(359)
5(246)

What do users say about Insightly?

Insightly is a CRM solution offering key features such as contact management, among others.

Select to learn more


Who uses Insightly?

Based on 654 verified user reviews.

Company size

Small Businesses

Enterprises

Midsize Businesses

Top industries

Management Consulting
Financial Services
Insurance
Public Relations and Communications
Others

Use cases

CRM
Task Management

Insightly's key features

GetApp's analysis of 61 verified user reviews collected between July 2021 and June 2024 identifies Insightly's most critical features and summarizes user sentiment about those features.

Contact management

Reviewers appreciate Insightly's contact management capabilities. They find it easy to manage and organize large numbers of contacts, update existing contacts, and create clear reports. Users report that Insightly allows them to monitor interactions with clients across different projects and sort contacts into categories using tags. They say the system is user-friendly and customizable, although some mention occasional lag when updating contacts. They highlight the ability to share updated contact information with all employees simultaneously as a valuable aspect. Of the 21 Insightly users who gave detailed accounts of their use of Contact Management, 95% rated this feature as important or highly important.

See related user reviews

“The user-friendly interface and comprehensive features allowed me to effectively manage contacts, track communication, and collaborate with my team.”
MT

Marek T.

CEO

“The system is very smart and has many modern capabilities such as recognizing when there is an existing contact which in turn saves time and redundancies.”
KG

Kati G.

Business Development Specialist

“I needed to have contacts online so that it would be possible from anywhere in the world to access, add notes and send notifications.”
DC

Divaldo C.

CEO

“I wish there was an option to view the date when a contact was tagged to a specific catergory”
DA

Donesha A.

Administrative Manager


Contact database

Users highlight Insightly's contact database for its ease of use and efficiency in managing and organizing contact information. They appreciate the seamless integration with Google for syncing contacts and the ability to link records and report on contact data. Reviewers indicate that the database helps keep track of clients and their information, with all data centralized and easily accessible. They find the customization options helpful, though some feel the search functionalities could be improved. Of the 26 Insightly users who gave detailed accounts of their use of Contact Database, 92% rated this feature as important or highly important.


All Insightly features

Features rating:

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
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 management
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
Process/Workflow automation
Project planning
Project planning/scheduling
Project templates
Project tracking
Proposal generation
Prospecting tools
Quotes/Estimates
Real-Time analytics
Real-Time data
Real-Time notifications
Real-Time reporting
Real-Time updates
Recurring tasks
Referral tracking
Reminders
Reporting/Analytics
Reporting/Project tracking
Reporting & statistics
Role-Based permissions
Sales activity management
Sales forecasting
Sales pipeline management
Sales reports
Sales trend analysis
Search/Filter
Segmentation
Shared contacts
Single sign on
Source Tracking
Statistical analysis
Tagging
Task board view
Task editing
Task management
Task progress tracking
Task scheduling
Task tagging
Template management
Territory management
Third-Party integration
Third-Party integrations
To-Do list
Visual analytics
Web-based deployment
Web forms
Workflow management

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29

/user

Per month

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Insightly pricing

Value for money rating:

Pricing plans

Pricing details:

Free plan
Free trial
Subscription

Plus

29

/user

Per month

Features included:

  • 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
  • Calendar Synchronization
  • Cloud File Storage Integration
  • Configurable Project Processes
  • Configurable Reports
  • Contact and Organization Management
  • Contact Sync
  • Customizable Sales Processes
  • Customized Report Scheduling and Emailing
  • Email Templates
  • Gmail Integration
  • Insightly Gmail Add-on
  • Insightly Outlook Add-on
  • Integrated Project Management
  • Integration With Google G-Suite Login
  • Integration With Microsoft Office 365 Login
  • Lead Management
  • Mass Emailing
  • Milestones and Associated Task Tracking
  • Mobile Contact and Calendar Integration
  • Mobile Voice Notes
  • Opportunity Management
  • Outlook Integration
  • Over 250 Integrations to Business Apps
  • Published Web Services AP
  • Real-Time Mobile Data Synchronization
  • Relationship Linking
  • Slack Integration With AI Bot
  • Standard Support Plan
  • Task and Event Management
  • Visualize Leads With Kanban
  • Web to Lead Capture

Professional

49

/user

Per month

Features included:

  • 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
  • Calendar and Onedrive
  • Calendar Synchronization
  • Cloud File Storage Integration
  • Complete Workflow Automation
  • Configurable Project Processes
  • Configurable Reports
  • Configurable Webhooks
  • Contact and Organization Management
  • Contact Sync
  • Customizable Sales Processes
  • Customized Report Scheduling and Emailing
  • Custom Object Creation
  • Email Templates
  • Gmail Integration
  • Insightlygmail Add-on
  • Insightly Outlook Add-on
  • Integrated Project Management
  • Integration With Google G-Suite Login
  • Lead Assignment and Routing
  • Lead Management
  • Mass Emailing
  • Milestones and Associated Task Tracking
  • Mobile Contact and Calendar Integration
  • Mobile Voice Notes
  • Opportunity Management
  • Outlook Integration
  • Over 250 Integrations to Business Apps
  • Published Web Services Apocenter Sync
  • Real-Time Mobile Data Synchronization
  • Relationship Linking
  • Schedule Outbound Emails
  • Slack Integration With AI Bot
  • Standard Support Plan
  • Task and Event Management
  • Visualize Leads With Kanban
  • Web to Lead Capture

Enterprise

99

/user

Per month

Features included:

  • 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
  • Calendar and Onedrive
  • Calendar Sync
  • Calendar Synchronization
  • Cloud File Storage Integration
  • Complete Workflow Automation
  • Configurable Project Processes
  • Configurable Reports
  • Configurable Webhooks
  • Contact and Organization Management
  • Contact Sync
  • Customizable Sales Processes
  • Customized Report Scheduling and Emailing
  • Custom Object Creation
  • Custom Validation Rules
  • Dynamic Page Layout Rules
  • Email Templates
  • Gmail Integration
  • Insightlygmail Add-on
  • Insightly Outlook Add-on
  • Integrated Project Management
  • Integration With Google G-Suite Login
  • Lambda Function Authoring and Execution
  • Lead Assignment and Routing
  • Lead Management
  • Mass Emailing
  • Milestones and Associated Task Tracking
  • Mobile Contact and Calendar Integration
  • Mobile Voice Notes
  • Opportunity Management
  • Outlook Integration
  • Over 250 Integrations to Business Apps
  • Published Web Services AP
  • Real-Time Mobile Data Synchronization
  • Relationship Linking
  • Schedule Outbound Emails
  • Slack Integration With AI Bot
  • Standard Support Plan
  • Task and Event Management
  • Unlimited Customizable Insight Cards
  • Visualize Leads With Kanban
  • Web to Lead Capture

User opinions about Insightly price and value

Value for money rating:

To see what individual users think of Insightly's price and value, check out the review snippets below.

“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.”
TB

Taylor B.

Director of Design and Engineering

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

Taylor B.

Director of Design and Engineering

Insightly integrations (118)

Integrations rated by users

We looked at 654 user reviews to identify which products are mentioned as Insightly integrations and how users feel about them.

Integration rating: 5.0 (8)

It did not have a good impact with my customers

Fa

Fary a.

Home Cleaning Services

Integration rating: 5.0 (6)

Automates lead flow and internal processes. We use it to push form submissions into Jobber, trigger follow-ups, and keep everything synced without manual entry. Saves time and prevents missed leads.

BM

Bruce M.

General Manager

Integration rating: 5.0 (6)

Keeping expenses down for right now until we get ACT caught up and then will update QB to Online most likely

All of our invoicing is shared between the two programs.

VT

Vanessa T.

School Board President

1/2
Gmail logo
Gmail

Integration rating: 5.0 (5)

It makes it easy to schedule events with other Gmail users.

RP

Rylie P.

Communications Coordinator

Integration rating: 5.0 (4)

Integration rating: 5.0 (4)

Love my google calendar

Verified reviewer profile picture

Stacey S.

Onwer

Insightly customer support

What do users say about Insightly customer support?

Customer support rating:

We analyzed verified user reviews to identify positive and negative aspects of Insightly customer support.

A small group of reviewers highlight fast, knowledgeable, and responsive customer support that helps resolve issues quickly.

Common user feedback cites slow response times and significant delays in getting support issues addressed.

A significant portion of users report difficulty reaching support, with limited phone access and reliance on email or tickets.

Widespread user sentiment notes unhelpful or unprofessional responses, with some feeling pushed toward paid services for real help.

Support options

Faqs/forum
Knowledge base
Chat
Email/help desk
Phone support

Training options

Documentation
Live online
Videos
Webinars

To see what individual users say about Insightly's customer support, check out the review snippets below.

“I like the ability to customize the platform as the user and being able to get excellent customer support from the Insightly team.”

Verified reviewer profile picture

Cara B.

Chief of Staff

“Guided Onboarding or Live support available at $1500 to $3000 for Premier Support.”

MB

Mark B.

Owner Broker

Insightly FAQs

Q. What is Insightly used for?

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.

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