Insightly vs Aiveo

Salesforce Sales Cloud

HubSpot CRM

Zoho CRM

Salesforce Sales Cloud is a cloud-based Customer Relationship Management (CRM) application from Salesforce. The platform combines human sales professionals with AI-powered automation, data, and intelligence. This integrated solution is designed to help businesses of all sizes and industries.

HubSpot CRM is a lead management solution that helps businesses with recording calls, logging emails and managing customer data. It has been designed from the ground up and is ready to eliminate manual work and actually help sales teams. It was built ready for the modern world to help users get running and start selling.

Zoho CRM is a cloud-based customer relationship management (CRM) solution that helps businesses of all sizes close deals smarter, better and faster. The solution lets businesses reach customers through every channel, including telephone, email, social media, and live chat.

Insightly is easy to use, simple to customize, and scales with companies as they grow. Insightly helps teams build and convert sales pipeline, increase productivity, and build lasting customer relationships.

Email Management

Task Management

Workflow Management

Reporting/Analytics

Sales Pipeline Management

Quotes/Estimates

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).

Users and use cases

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.

Value for money

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

Insightly

Web-based

Android

Windows

iPad

iPhone

Plus

Professional

Enterprise

Head of Growth

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.

Director of Design and Engineering

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.

Sales Manager Educational Products

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.

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

Managing Solicitor

Additionally I like the Kanban view for tracking projects and the ability to pull reports and filter projects.

Equally the dashboards/Reports section really needs work as it’s unnecessarily difficult to create reports and dashboards for very simple metrics.

VP Sales and Marketing

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.

Founder and Financial Advisor

However, as my business grew, it did not scale in the way I ultimately needed.

Owner Broker

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

I found Insightly to be very easy to get started with, and from a cost standpoint, it felt like a practical, cost-effective option.

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

Editor

Insightly has given us an ability to keep track of all our sales and all our clients' contact details so that we can contact anyone promptly.

Business Development Specialist

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.

Senior Customer Care Specialist

It also does not have intuitive searching and looks for verbatim entries

Global Marketing Manager

it will cover the basic functions you need and enable you to run basic marketing campaigns but won't give the added functionality of the more complex options out there.

There are a lot of holes and catch reports that need to be created.

It covers all the bases- customisation, data import and export and all the basic features you would expect and I found it intuitive to use

Case Manager

It really does help with efficiencies and workflow.

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

Administrator

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 allows a company to keep all of their client information in one location and access quickly and easily.

I also appreciated the seamless integration with email, allowing me to track and log communications with clients.

Its intuitive user interface, making it easy for teams to adopt and use efficiently.

Sometimes automations to not trigger at all.

It is one of the bets CRM softwares and it is free for limited users and we don't need more users in our company so this software has become very useful to us.

The phone number fields do not have an automated template, the number can be input anyway.

Director of Customer Service

Very user friendly, custom views for all users is great, reporting is excellent.

The way that some of the fields are set up, they are not made for quick editing, copying, etc.

The address fields, specifically state, do not have preset options and either can be an abbreviation or spelled out.

Marketing & Sales Support Manager

I dont like the method of how to capture event related campaigns in relation to sales leads at events. But I am comparing it to my past experience with using Salesforce which had a campaign section to clearly give credit to it and house lists within a campaign e.g. a conference or tradeshow.

Sales Analyst

Highly customisable and cheap CRM to set up.

Executive Assistant/ Freelancer

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.

There are some minor glitches that can be fixed by refreshing the page but it does disrupt the flow.

We really do need the App Connect specialist's support.

It contributed to improving my efficiency in managing customer relationships and driving business growth.

Accountant

I found the recurring tasks and using the pipelines a bit cumbersome and in the end, we opted for an industry-specific software with many automations of tasks and links with many third-party systems, like HMRC and Companies House in the UK

Business Development Manager

Lack of pre-built connectors for the integration with enterprise platforms and portals.

IT Expert

I like the efficiency of the features of Insightly.

It is not as user friendly as it is made out to seem.

Director of Marketing and Business Development

Insightly has been a beneficial addition to our sales and marketing efforts allowing us to easily store our contacts, leads, and projects in one platform.

Insightly's design is intuitive and easy to understand how to set up.

Account Manager

Our team has used Insightly to manage outreach efforts to new leads and to track activity/progress on projects for existing clients.  

Supply Chain Manager

Our most used were: pulling data, customer history, automated customer communication, and order management.

Insightly offers many products and features to be a one-stop-shop in the administrative world.

IT Client Services

Helps keep track of tasks and contacts very well

Account Executive

Lead/contact management is crucial to our business, and this platform helps store them in one spot which can easily be looked up.

Procurement Manager

I have zero dislikes concerning Insightly.

Head of Client Engagement & Services

This is not just a statement about look and feel. When i create a report i get a list of objects with certain data that changes on a regular basis.

office manager

They offer sufficient customer support for setup and management

Digital Marketing Manager

I really like how easy Insightly is to use.

Reporting

Lead Management

Custom Fields

Customer Support

Client Management

Contact Management

Reviewers indicate that Insightly's contact management capabilities are user friendly and make it easy to enter, store, and update contact information. Users report they can monitor client interactions across projects, assign contacts to leads and opportunities, and link them to multiple projects. They find customization and tagging helpful for organizing contacts by categories. Users say Insightly enables all employees to access updated information simultaneously, though some mention occasional lag and a desire for improved search capabilities. Of the 21 Insightly users who gave detailed accounts of their use of Contact Management, 95% rated this feature as important or highly important.

Workflow Automation

Ease of Use

Project Management

Pricing

Frequent bugs and glitches

Customer Care Manager

Some parts of the software need more work and also new features like Service has too many glitches and some functions do not work properly even though have been revised and "fixed" many times.

89% of reviewers feel negative about Bugs and Issues. Some users report encountering persistent glitches, slow performance, and intermittent failures in core features. Reviewers indicate that bugs often affect integrations, data saving, and user interface responsiveness, leading to frustration and inefficiency. They say that technical problems can remain unresolved for extended periods, with some users feeling like they are left to troubleshoot on their own. Users mention that these issues disrupt daily workflows and can undermine confidence in the reliability of the platform.

Cumbersome email integration

37% of reviewers feel negative about Email Integration. Some users report that linking emails to records is manual and time-consuming, with limited support for HTML emails, tracking, and multi-address management. Reviewers indicate that two-way integration with Gmail and Outlook is lacking or requires third-party services, which adds complexity and cost. They say that email threads, attachments, and formatting are not reliably maintained, making it difficult to manage customer communications efficiently. Users find the email functionality less robust compared to other CRM platforms.

Limited and slow support

43% of reviewers feel negative about Customer Support. Some users say it is difficult to reach knowledgeable support staff, with long response times and limited access to technical assistance. Reviewers report that support often relies on generic help articles rather than direct problem-solving, and escalation to more specialized help is rarely available without extra cost. They feel that support channels are restricted, with no phone or live chat options for most users, and that follow-up on unresolved issues is inconsistent. Users express frustration with the lack of proactive service.

Boosts team productivity

97% of reviewers feel positive about Team Collaboration. Reviewers appreciate how Insightly streamlines communication and coordination among team members, making it easier to assign and manage tasks, track account ownership, and collaborate on projects. Some users report that the platform helps reduce unnecessary back-and-forth and increases overall productivity, especially for small and remote teams. They find onboarding new team members straightforward and value the internal task management features. Users think that Insightly’s collaborative tools are effective for both small and growing teams, supporting efficient project execution and enhancing team alignment.

Flexible customization options

I really like how Insightly can be customized and scaled to fit the needs of the business.

85% of reviewers feel positive about Customization. Reviewers appreciate the wide range of customization features, such as custom objects, dashboards, and workflows, which allow them to tailor Insightly to their unique business needs. Some users report that the platform is easy to adapt for different industries and processes, enabling organizations to create a personalized CRM experience. They value the flexibility to integrate with other applications and the ability to scale customization as their requirements evolve. Users think the intuitive setup makes it accessible for teams with varying technical skills.

Comprehensive activity tracking

88% of reviewers feel positive about Tracking. Users say Insightly provides robust tools for tracking contacts, sales, projects, and tasks, making it easy to monitor progress and manage customer relationships. Some reviewers report that the system’s real-time features, customizable task views, and notification options help teams stay organized and on top of deadlines. They find the ability to log activities, track pipelines, and access client histories valuable for maintaining oversight. Reviewers appreciate that tracking is straightforward, whether for sales pipelines, project milestones, or customer communications.

Ideal for small businesses

Insightly Helps small and mid business manage their leads and projects online, through a fully fledged cloud based tool that provides an abundance of smart features, including customer insights from internet sources, and structured project/opportunity management platform.

90% of reviewers feel positive about Professional Use. Users think Insightly is well-suited for small and mid-sized businesses due to its affordability, ease of use, and scalable features. Some reviewers find the platform’s project management, reporting, and integration capabilities particularly beneficial for growing organizations. They appreciate the ability to manage leads, contacts, and opportunities efficiently without the complexity or cost of larger CRMs. Reviewers indicate that Insightly adapts well as businesses expand, offering flexible pricing and intuitive tools that support daily operations and long-term growth.

Large Enterprises

Freelancers

Small Business

Mid-size Business

Some users report that Insightly offers a robust free version, which they find valuable for startups, small businesses, and individuals with limited user needs. Reviewers appreciate that the free plan includes a wide range of features and does not feel overly restricted, allowing them to manage contacts and basic CRM functions without immediate costs. Some users say the pricing is fair and competitive compared to other CRMs, especially at the entry level, and they value the ability to upgrade as their business grows. They indicate that Insightly’s cost is lower than some alternatives, and some mention nonprofit discounts as a benefit. Some reviewers find the free trial and flexible pricing plans helpful for evaluating the software before committing.

However, some reviewers feel that the jump in cost between plans is significant, and that many advanced features, such as automation or enhanced reporting, require moving to higher-priced tiers. Users think the free version is too limited for growing businesses, and some say the paid plans are expensive relative to the features provided. Some reviewers report frustration with paying extra for support or additional services, and they feel that the overall value diminishes as costs increase. They indicate that some features are only available as costly add-ons, and some users say they pay for features they do not need.

Jira

Jira is project tracking software that helps every team collaborate to plan, track, and release work by breaking down big ideas into achievable steps. Jira offers features like task organization, work alignment to goals, customizable workflows, and real-time data insights to optimize outcomes.

Trello

Trello is a project management tool that helps teams organize and manage their tasks. It caters to a range of industries and teams, from marketing to engineering. Trello's simple and intuitive interface makes it easy for any team to get started and stay on top of their work.

Microsoft To Do

Microsoft To Do is a daily planner app that allows users to manage and share daily to-do lists, add due dates, set reminders, and more. It is accessible via mobile apps on iOS, Android, and Windows 10 as well as on the web. Microsoft To Do can integrate with Outlook Tasks for easier task management all in one place.

Aiveo is a customizable issue tracker designed for software development teams of all sizes, with features including time tracking, burndown charts, and more

Insightly vs Aiveo Comparison (2026)

Insightly

Aiveo

Overview

Video & Screenshots

Pricing

User reviews

Key features

Integrations

Alternatives