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Insightly Logo

Insightly is the modern, affordable CRM that teams love.

Last updated: January 2025

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Insightly - 2025 Pricing, Features, Reviews & Alternatives

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. 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.

Benefits of using Insightly

Build and Convert Sales Pipeline
Convert quality leads to opportunities, actively manage every step from opportunity to close, and grow your business faster than ever.

Increase Productivity
By supporting intuitive, automated, and scalable processes, teams are empowered to close deals and deliver services faster and more efficiently.

Build Lasting Customer Relationships
Show customers and prospects you know them by capturing the right information about every interaction and using your data to deliver great experiences.

Starting from

29

/user

Per month

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Insightly's key features

GetApp's analysis of 62 verified user reviews collected between July 2021 and January 2025 identified Insightly's most critical features and how it performs according to users.

Contact Management

Reviewers appreciate Insightly's contact management capabilities. They report that it allows them to easily manage and organize large numbers of contacts, update existing contacts with minimal hassle, and create clear reports. Users find it useful for monitoring interactions with clients across different projects and for sorting and assigning contacts to leads, opportunities, tasks, and projects. They highlight the ease of customization and user-friendly interface, though some mention occasional lag and the need for better search functionalities. 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

Allowing us to sort and assign contacts to leads, opportunities, task, projects, etc.
In contact management we can find all the information about our clint and it is very easy edit or update any new details

Contact Database

Reviewers highlight Insightly's contact database capabilities, noting that it helps them keep track of all clients and their contact information. They appreciate the seamless syncing with Google and the ability to link records and report on all facets of contact and organization data. Users find it easy to fill out new accounts, set up custom fields, and use tags to categorize contacts. They value having a centralized place to store and update contact information, although some suggest improvements in search functionalities. Of the 26 Insightly users who gave detailed accounts of their use of Contact Database, 92% rated this feature as important or highly important.

See related user reviews

Insightly enabled me to keep track of all customers and potential customers and made syncing contacts with Google seamless.
Easy to fill out new accounts. Custom fields are easy to set up. Tags let you set up and call up subsets of contactssuch as Engineer, School Administrator, Influenceer,etc Each company can have many contacts, subsidiaries, etc.

All Insightly features

Features rating:

Document Management
Drag & Drop
Email Management
For Small Businesses
Forecasting
Lead Generation
Lead Segmentation
Opportunity Management
Real-Time Analytics
Real-Time Reporting
Real-Time Updates
Recurring Tasks
Commenting/Notes
Reporting & Statistics
Access Controls/Permissions
Activity Dashboard
Activity Tracking
Web-based Deployment
Third-Party Integrations
Template Management
Assignment Management
Task Editing
Sales Activity Management
Customizable Fields
Search/Filter
Task Scheduling
Prioritization
Customer Database
CRM
Task Progress Tracking
Interaction Tracking
Task Management
Project Planning/Scheduling
Workflow Management
Reporting/Analytics
Data Import/Export
Shared Contacts
Customizable Reports
Lead Management
Reporting/Project Tracking
Prospecting Tools
Alerts/Notifications
Sales Pipeline Management
Appointment Scheduling
Project Planning
Pipeline Management
Lead Capture
Calendar Sync
Project Tracking
Calendar/Reminder System
File Sharing
Campaign Management
Role-Based Permissions
Quotes/Estimates
Customer Engagement
Collaboration Tools
Reminders
Referral Tracking
Commission Management
Configurable Workflow
Contract/License Management
Real-Time Notifications
Real-Time Data
Activity/News Feed
Web Forms
Visual Analytics
To-Do List
API
Territory Management
Task Tagging
Batch Processing
Budgeting/Forecasting
Business Card/Badge Scanning
Task Board View
Tagging
Statistical Analysis
Source Tracking
Single Sign On
Segmentation
Sales Trend Analysis
Sales Reports
Sales Forecasting
Internal Chat Integration
Dashboard
Graphical Data Presentation
Goal Setting/Tracking
Dashboard Creation
For Startups
For Sales Teams/Organizations
For Mac Devices
For iPad Devices
For Insurance Industry
File Management
Field Sales Management
Event Triggered Actions
Email Tracking
Email Templates
Email Marketing
Data Visualization
Dynamic Modeling
Deal Management
Document Storage
Proposal Generation
Project Templates
Customer Segmentation
Process/Workflow Automation
Customer Support
Pipeline Reports
Performance Metrics
Percent-Complete Tracking
Customizable Branding
Multi-Currency
Monitoring
Modeling & Simulation
Mobile App
Mobile Access
Marketing Automation
Lead Qualification
Lead Nurturing
Customizable Templates
Lead Distribution
Kanban Board

Insightly awards

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Insightly pricing

Starting from

29

/user

Per month

Pricing details
Subscription
Free trial
Free plan
Pricing range

User opinions about Insightly price and value

Value for money rating:

Of 113 reviews that provide robust commentary on Insightly's price and value, 63% mention it in a positive light.

Some users report that Insightly offers good value for money, especially for startups and small businesses. They appreciate the availability of a free version, which includes essential CRM functionalities like Contacts, Leads, Email, Tasks, Opportunities, Organizations, and Projects. Reviewers indicate that the free version is robust and not just a stripped-down trial, making it suitable for small teams or individuals. Users think the tiered pricing allows businesses to scale their investment as they grow, and they find the pricing plans fair and cost-effective compared to other CRMs. Some users say the integration with other programs and apps adds to its value.

However, some reviewers feel that the pricing structure can be confusing and sometimes expensive, especially for medium-sized businesses. They find that certain features are only available in higher-priced plans, which can be a drawback. Some users say the free version is limited and lacks customer support, pushing them towards paid plans. Reviewers indicate that the cost of upgrading can be high, and some feel they do not get enough value for the price paid. Users think the lack of a refund policy and additional charges for setup and training can be frustrating.

Check .

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

Insightly has been a real game changer for me, there is no way that I could keep track of all my customers, leads, and projects without it. And the free version is great for people just starting out with not budget for CRM systems.
You get access to quite a lot of features even with the free version so it doesn't feel like the free version is just a stripped out trial version.
Cost of $35/month per user means that it could cost us $350/month to migrate our team to Insightly -- we simply CAN NOT JUSTIFY SPENDING $4200 per year on a system that isn't fully functional.

Insightly integrations (257)

Integrations rated by users

We looked through 660 user reviews, to identify which products are mentioned as Insightly integrations, and what is the users perception.

PandaDoc logo
PandaDoc

Integration rating: 4.0 (3)

We use PandaDoc as our third party e-signature service and it's very effective in helping us get customers to sign important documents. The functionality in Insightly almost always works very smoothly.

AvatarImg

Dallin Keele

Incentives Coordinator

Zapier logo
Zapier

Integration rating: 5.0 (1)

Zapier allows us to pull in information and pull out information from third party platforms we utilize. It would be extremely difficult to fully use Insightly for our use case without it. Insightly does offer a similar service called Appconnect, but it is not included in our product.

AvatarImg

Anonymous Reviewer

Chief of Staff

Integration rating: 5.0 (1)

Since I use a Pixel phone and everything is integrated into the Google ecosystem, being able to sync with Google contacts was a necessity.

WD

Wil Davenport

Owner and Chief Creative Designer

Integration rating: 5.0 (1)

WE were able to automate creating tickets to ZendeskWould love to see a integration with Atlassian

JA

Jen Alonzo

IT Coordinator

Xero logo
Xero

Integration rating: 3.0 (1)

We use Insightly to raise draft invoices as part of our workflow. The integration could be much more comprehensive but is quite limited.

AvatarImg

Andrew Elia

Managing Director

Mailchimp logo
Mailchimp

Integration rating: 5.0 (2)

Gmail logo
Gmail

Integration rating: 5.0 (2)

Integration rating: 5.0 (2)

Integration rating: 5.0 (1)

WordPress logo
WordPress

Integration rating: 5.0 (1)

Google Drive logo
Google Drive

Integration rating: 1.0 (1)

Integration rating: 4.0 (1)

Integration rating: 4.0 (1)

Integration rating: 5.0 (1)

Integration rating: 5.0 (1)

Integration rating: 4.0 (1)

Insightly support options

Typical customers

Freelancers
Small businesses
Mid size businesses
Large enterprises

Platforms supported

Web
Android
iPhone/iPad

Support options

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

Training options

Documentation
Live Online
Videos
Webinars

Insightly reviews

Overall rating

4.0

/5

660

Positive reviews

79

%

Rating breakdown
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend7.72/10
Rating distribution

5

4

3

2

1

250

273

88

19

30

Pros
Insight features a comprehensive feature set, and is easy to use, making it a popular choice for companies looking to streamline their operations and drive growth.
Insightly CRM is a great option to consider, it has all the needed features like dashboard, process workflow, lead management, opportunities , converting opportunities to project, etc.
I love the to-do list and the fact that it makes it so much easier in business to keep everyone on the same page. I also love the ease of use of this CRM.
Cons
If we were paying more I would be really dissatisfied. Oh and they are just appalling at sharing their product roadmap.
There are community threads with problems that are unresolved from 3-4 years ago. Support is non existent and the staff are clueless about their own product.
The reporting is limited for our needs. Attachments are sometimes lost when we send emails through Insightly.

Insightly FAQs

Q. What type of pricing plans does Insightly offer?

Insightly has the following pricing plans:
Starting from: $29.00/month
Pricing model: Subscription
Free Trial: Available | (No Credit Card required)

These products have better value for money


Q. Who are the typical users of Insightly?

Insightly has the following typical customers:
Freelancers, Large Enterprises, Mid Size Business, Non Profit, Small Business


Q. What languages does Insightly support?

Insightly supports the following languages:
Spanish, Portuguese, French, English


Q. Does Insightly support mobile devices?

Insightly supports the following devices:
Android, iPad, iPhone


Q. Does Insightly offer an API?

Yes, Insightly has an API available for use.


Q. What other apps does Insightly integrate with?

Insightly integrates with the following applications:
Wufoo, Constant Contact, Groove, Google Forms, CallRail, Microsoft Outlook, YouCanBook.me, Todoist, Aircall, Process Street, Dropbox Business, Bidsketch, Quotient, Zoho CRM, TimeCamp, Campaign Monitor by Marigold, FullContact, Robly, ActiveCampaign, Lead Gen & CRM (formerly SharpSpring), Formstack Forms, MailerLite, MailUp, Everhour, 123FormBuilder, Kantata, Teamwork.com, Zapier, TractionNext, Recurly, Gmail, Setmore, Mojo Helpdesk, Myphoner, OneDrive, Google Workspace, OmniFocus, Cyclr, Benchmark Email, Trello, Google Drive, Box, Zoho Books, OnceHub, Outreach, FreshBooks, PersistIQ, Teamwork Desk, dotloop, BookingSync, DirectIQ Email Marketing, ActiveDEMAND, Acuity Scheduling, Kanban Tool, LiquidPlanner, Brevo, Contactually, Gravity Forms, Help Scout, Stripe, Jotform, Salesforce Marketing Cloud Account Engagement, SugarCRM, SendGrid, Slack, Google Contacts, Toodledo, Microsoft 365, Typeform, Dotdigital, Proposify, Drip, noCRM.io, Front, GetResponse, ConnectWise PSA, ServiceM8, AnyMeeting, Zendesk Sell, Meta for Business, SupportBee, QuickBooks Online, Clio, Reply, Wave, Toky, Keap, Chargebee, Hubstaff, Google Calendar, Kixie PowerCall, Mad Mimi, Direct Mail, Kustomer, Mailchimp, Emma by Marigold, Ignition, Proposable, Marketo Engage, Asana, Microsoft Power BI, Podio, Slemma, FreeAgent, PandaDoc, Wishpond, Xero, Pure Chat, Sign In Scheduling, HubSpot CRM, Evernote Teams, Lead Liaison, Dasheroo, Intercom, Membrain, Operations Hub, Zoho Invoice, EZ Texting, Shopify, Zendesk Suite


Q. What level of support does Insightly offer?

Insightly offers the following support options:
FAQs/Forum, Knowledge Base, Chat, Email/Help Desk, Phone Support

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