9.3
Spot Score
Insightly Review: Is It The Right CRM Software For Your Team?
Best for SMB teams · Mid-market · Enterprise
Free Trial Available
GDPR
SOC 2
HIPAAStarts from $29 / User / Month
4over LLC
Savanta
Atlanta Eats
BookFuel
AT and TTrusted by many companies including 4over LLC
Overview
Pricing
Features
Buyer feedback
Alternatives
Customers
Media
Security & Compliance
Support
FAQ
Blogs
SpotSaaS Analysis for Insightly
Insightly at 4.2/5 from 1,241 reviews and SpotScore 9.3 serves Sales Managers and CRM Administrators in small to medium-sized SaaS companies and consulting firms. The platform unifies contact, lead, and opportunity management in a single interface. Real-time messaging connects sales and marketing teams on active deals and client communications. The mobile app omits some desktop features, which can slow productivity for field-based users.
Insightly is a CRM platform that centralizes customer data and sales workflows for small to mid-market teams. It replaces manual contact tracking and email-based deal updates with structured pipeline visibility and team messaging.
Quick picks:
What is Insightly?
Insightly is CRM software for growing B2B sales and marketing teams that need pipeline tracking, contact management, and task automation without enterprise-level complexity. It integrates with Gmail and Outlook so reps can log and manage client records without leaving their inbox, and supports cross-department collaboration through shared pipelines and reporting. Feature breadth means new users often face a learning curve before the platform becomes productive for their team.
Pricing
Starts from $29 / User / Month
Free Trial available
Best For
Suited for solo users, small teams, SMBs, and enterprise
Security & Compliance
SOC 2GDPRHIPAASSO & MFA supported
Data residency:🇺🇸
Platform
Web + mobile app (iOS & Android)
Insightly Software Demo
Insightly was reviewed internally using user feedback, in-house testing, and market research to assess its performance, reliability, and user experience. Learn how we review products and our evaluation process.
Who should consider Insightly
- Use cases
- SaaS companies, Consulting firms, Marketing technology (Martech) teams
- Team types
- Sales Managers, Account Executives
- Company size
- 1-50 employees, 51-500 employees
- Workflow style
- Flexible and configurable
- Setup complexity
- Medium
Why teams choose Insightly
Unified platform for managing contacts, leads, deals, and opportunities
Built-in real-time messaging for team collaboration
Seamless syncing with Outlook and Gmail
Is Insightly right for you?
Best for mid-sized teams needing flexible CRM with strong email integration.
Choose Insightly if
- You want a unified platform managing contacts, leads, deals, and opportunities.
- Your team values built-in real-time messaging for seamless collaboration.
- You require syncing capabilities with Outlook and Gmail for streamlined workflows.
Consider alternatives if
- You need advanced reporting and analytics beyond basic CRM capabilities.
- You rely heavily on mobile app features with full desktop parity.
What buyers should know before shortlisting Insightly
Insightly CRM stands out as a user-friendly and customizable platform for businesses aiming to improve sales processes and centralize customer data. Its strengths lie in its adaptability to various organizational needs, offering features such as pipeline tracking, task automation, and contact management.
Users appreciate its ability to seamlessly integrate with other tools, such as Gmail, allowing teams to maintain detailed records and enhance collaboration across departments. The intuitive interface and robust reporting capabilities enable businesses to streamline operations, track leads efficiently, and gain valuable insights into their customer base.
However, Insightly is not without its minor drawbacks. Some users have noted a steep learning curve with the platform's vast features, while others feel that key functions, like reporting and mobile usability, could benefit from refinement.
Additionally, certain customization options and integrations may require advanced skills or support from the customer success team. Despite these areas for improvement, Insightly remains a reliable and valuable CRM solution, particularly for small to medium-sized businesses looking for efficiency and transparency in managing client relationships.
Insightly pros and cons
- Insightly pros
Unified platform for managing contacts, leads, deals, and opportunities
Built-in real-time messaging for team collaboration
Seamless syncing with Outlook and Gmail
- Insightly cons
Reporting tools lack robustness for advanced analytics
Mobile app has limited features compared to desktop
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What is the pricing of Insightly?
Insightly Pricing Plans
Plus (CRM)
$29
/User/Month
Lead management
Automated, customized emails
Email templates
Web-to-lead capture
Kanban view
Show more +
Professional (CRM)
$49
/User/Month
Includes features of Plus plan, plus
Lead assignment and routing
Schedule outbound emails
Custom queues
Customizable, real-time insight cards: 100
Show more +
Enterprise (CRM)
$99
/User/Month
Includes features of Professional plan, plus
Customizable real-time insight cards: Unlimited
Custom fields: 200
Comprehensive audit logging
Field-based permissions
Show more +
Plus (Marketing)
$99
/Month
Marketing prospects included: 2000
Monthly email send volume: 5x prospects purchased
Email marketing automation
Journey builder
Email health reporting
Show more +
Insightly reviews and ratings
Buyer sentiment
Overall positive sentiment highlights ease of use, collaboration features, and integration capabilities, with some concerns about mobile functionality and pricing.
What buyers like
- Ease of use
- Collaboration features
- Integration with email platforms
Common complaints
- Limited mobile app functionality
- Insufficient advanced reporting
What users are saying
MA
Mohamed Ahmed
04/10/25
Insightly is an integrated CRM and project management system that helps businesses track clients and
Easy-to-use interface: Insightly offers a sleek, organized interface that allows you to easily access important data.Strong integration with other ...
Read more
DJ
Daniel Jacobsen
07/13/24
Two things I like about this software. First, it loads the contact person's social media profile, position, and other important data once you save his ...
Read more
AU
Anonymous User
02/22/24
"Does the job at a fair price."
What do you like best about Insightly CRM? Gmail integration is really good. It allows us to see what's in the pipeline and plan. What do you dislike ...
Read more
AU
Anonymous User
02/14/24
"Insighty for improved efficiency in association management"
What do you like best about Insightly CRM? Insightly is very user friendly and customizable to fit your specific needs. It also has connectivity ...
Read more
AU
Anonymous User
02/08/24
"A great CRM tool to keep all teams informed"
What do you like best about Insightly CRM? It's great as a central place to house customer information, where all internal teams can access it. I like ...
Read more
AU
Anonymous User
01/12/24
"Insightly is probably a good fit for larger companies but it wasn't what I needed."
What do you like best about Insightly CRM? Ease of sending emails with BCC unique email address that linked all emails to contacts. What do you ...
Read more
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What are the features of Insightly?
Analytics (ROI Tracking) is a method of calculating the return on investment from a company's marketing expenditures. Return on marketing in…
Call Logging enables users to record details about phone calls with clients or leads directly within Insightly. This feature ensures that al…
Marketers frequently use demographic information such as age, gender, residency, or region and a variety of other predetermined attributes t…
An organization creates and controls marketing and sales processes, people, policies, and platforms to offer goods and services indirectly t…
Contact Management organizes all client information in one place, allowing users to easily access contact details, interaction history, and…
The Customer Support feature equips businesses with tools to manage client inquiries effectively. It includes a ticketing system that tracks…
Drip emails are a sequence of automated emails sent to people who complete a specific action. You may specify the number of emails to send a…
Issue management is the method of identifying and resolving problems. For example, employee or vendor issues, technology failures, and suppl…
Landing pages are single-page websites designed to promote or advertise a marketing or ad campaign. Visitors " land " on a landing page afte…
Lead Management empowers users to capture, track, and nurture leads throughout the sales pipeline. The feature organizes lead details, sourc…
Lead Nurturing automates follow-up communications with leads based on their behavior or interests. By sending timely messages tailored to ea…
Lead Scoring assigns numerical values to leads based on their engagement level and fit with your ideal customer profile. This helps sales te…
With List Management, users can organize and categorize contacts, leads, and tasks into customizable lists. This feature simplifies data man…
This feature automates repetitive marketing tasks such as email campaigns, social media posts, and lead nurturing sequences. By streamlining…
The most effective technique to manage the timeline factor is to track milestones. Effective project planning concentrates on the most criti…
Multivariate testing is a process for testing a hypothesis by changing numerous factors. Multivariate testing aims to determine which combin…
Percent Complete is a field calculated based on Actual Duration and Duration, and it shows how far the project or tasks have progressed. Whe…
Portfolio management is means managing an individual's assets in order to optimize earnings over a specific period of time. Project portfoli…
The Product Catalog feature allows businesses to showcase their products or services in an organized manner. Users can include detailed desc…
Insightly's Project Management feature provides tools for planning, executing, and monitoring projects in real-time. Users can assign tasks,…
Project planning is a subset of project management, and it refers to the use of schedules such as Gantt charts to plan and track progress wi…
The Quotes feature allows users to create and send professional proposals directly to clients. By automating the proposal process, this feat…
The Referral Tracking feature enables businesses to monitor and manage customer referrals effectively. By keeping track of who referred whom…
The process of pre-planning, scheduling, and distributing your resources to maximum efficiency is known as resource management. A resource i…
Status tracking is a method of accurately locating an object in transit from point A to point B using a decentralized and digital location l…
The technique of managing a task throughout its life cycle is known as task management. Planning, testing, tracking, and reporting are all p…
The process of recording and tracking hours spent and expenses related to projects is known as time and expense. Multiple timesheet and expe…
A project timeline is a list of tasks or activities organized by the date that allows project managers to see the entire project in one plac…
This feature tracks visitors to your website, providing insights into user behavior and engagement levels. By analyzing visitor data such as…
Insightly security and data handling
Key compliance certifications and security features for IT and security teams evaluating Insightly.
Certifications
Security features
Developer & data
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Why buyers keep looking beyond Insightly
Users may seek alternatives if they require more advanced customization options for workflows and dashboards, as Insightly's flexibility might not meet specific business needs or unique processes.
Businesses looking for enhanced reporting capabilities may explore other CRM solutions that offer more robust analytics tools, which can provide deeper insights into customer interactions and sales performance.
Companies with larger teams might consider alternatives that support more extensive user management features, as Insightly's user limits and pricing tiers could be restrictive for growing organizations.
Users needing better integration with specific third-party applications may find that Insightly lacks seamless connections, prompting them to look for CRMs that offer broader compatibility with their existing software ecosystem.
Organizations focused on budget constraints might seek out cost-effective alternatives to Insightly, especially if they find similar functionality at a lower price point or with more favorable subscription models.
Insightly Customers
4over LLC
Savanta
Atlanta Eats
BookFuel
AT and T
Bosch
Insightly Support Options
Frequently Asked Questions About Insightly
Common questions buyers ask before choosing Insightly.
Insightly is a CRM Software. Insightly offers Quotes (Proposals), List Management, Customer Support, Marketing Automation, Referral Tracking and many more functionalities.
Insightly is a strong fit if: You want a unified platform managing contacts, leads, deals, and opportunities.; Your team values built-in real-time messaging for seamless collaboration.. Consider alternatives if: You need advanced reporting and analytics beyond basic CRM capabilities.; You rely heavily on mobile app features with full desktop parity..
Buyers commonly note the following limitations of Insightly: Reporting tools lack robustness for advanced analytics; Mobile app has limited features compared to desktop; Pricing may be higher than basic CRM alternatives.
Some top alternatives to Insightly includes Bigin by Zoho CRM, Hubspot Marketing Hub, ClickUp, Zoho CRM and Zoho Marketing Automation.
Insightly offers Free Trial, Subscription pricing models
The starting price of Insightly is $29/User/Month
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About the reviewer
Rajat Gupta is the founder of Spotsaas. Over the past two years, he has reviewed 2,000+ tools across CRM, HR, AI, and finance — applying hands-on product research and a background in commerce and the CFA program to evaluate software through a business and ROI lens. His goal: help teams make software decisions they won't regret.
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Disclaimer: This research has been collated from a variety of authoritative sources. We welcome your feedback at [email protected].
