Top 10 Insightly Alternatives 2026

What reviewers like about SalezShark

• Affordable, with tools for lead generation, scheduling, and revenue tracking.
• Interface includes customizable dashboards, notifications, and reminders for task management.
• Integrates with LinkedIn, Gmail, Outlook, and MyOperator for marketing and CRM operations.

Where SalezShark falls short

• Steep learning curve for first-time users due to its framework complexity, requiring time and effort to understand fully.
• Mobile application functionality lags in quality and lacks features compared to desktop versions; improvements are needed.
• Limited invoicing features, which restricts businesses needing integrated billing solutions.

What reviewers like about Workbooks CRM

• Highly customizable platform, enabling users to tailor the CRM to fit specific business processes and goals.
• Affordable and ideal for small to medium-sized businesses, with no hefty costs for essential functionalities.
• Connects sales, marketing, and finance on one platform.

Where Workbooks CRM falls short

• Configuration and setup can be time-consuming, and a learning curve exists, especially for creating customized reports.
• Limited out-of-the-box integrations with popular tools like Tableau, SurveyMonkey, or BI platforms, which restricts advanced connectivity.
• Mobile app performance is suboptimal compared to the desktop version, with slow processing and occasional bugs.

What reviewers like about Revamp CRM

• Combines sales and marketing tools into one product, reducing costs.
• Easy-to-use interface with intuitive navigation, enabling quick onboarding for non-technical users and new employees.
• Integrates with ecommerce platforms like BigCommerce, improving customer monitoring and sales tracking.

Where Revamp CRM falls short

• Lack of or unreliable automation features, a critical need for some users to improve productivity.
• Limited social media integration and lack of quotes/proposal features, which restrict some advanced sales and marketing capabilities.
• Occasional UX inconsistencies and buggy features, such as issues with moving deals into specific categories.

What reviewers like about GreenRope

• Highly customizable and adaptable, making it suitable for varied business needs and industries.
• All-in-one CRM solution with multiple features like email marketing, automation, project management, and reporting.
• Excellent customer support and training sessions, with responsiveness and problem-solving that exceed expectations.

Where GreenRope falls short

• Steep learning curve for new users due to the extensive range of features and customization options.
• Some features, like email templates, feel restrictive or could be more flexible in design.
• Interface, while functional, is not the most visually appealing compared to competitors.

What reviewers like about Copper (ProsperWorks CRM)

• Highly customizable CRM with flexible fields and pipelines; ideal for tailoring workflows.
• Integration with G-Suite (Gmail, Calendar, Drive) enhances workflow automation and data management.
• Accessible and simple to use, even for non-tech-savvy users, with an intuitive interface.

Where Copper (ProsperWorks CRM) falls short

• Steep learning curve for new users due to the depth of features and customizations.
• Limited integrations in lower-tier plans and inability to connect with some desired platforms (e.g., LinkedIn).
• Post-sale customer support is inadequate, with ticket-based systems often ghosting users.

What reviewers like about CompanyHub CRM

• Fields, tables, and processes are customizable to fit various industries and workflows.
• Straightforward interface praised for ease of use without technical skills.
• Follow-up automation, email tracking, and sales process automation reduce manual steps.

Where CompanyHub CRM falls short

• Missing calendar, reminders, social media integration, and SMS functionality.
• Primarily desktop-focused with limited mobile access.
• Occasional bugs, glitches, and email syncing issues, including limitations with Apple Mail and IMAP.

What reviewers like about Less Annoying CRM

• Extremely simple to use, making it accessible even for users with no technical expertise.
• Highly customizable, allowing users to tailor pipelines, tasks, and fields to their specific business needs.
• Reliable organization of client data, allowing easy tracking of interactions, tasks, and follow-ups.

Where Less Annoying CRM falls short

• Limited advanced features, which may not suffice for larger businesses or complex use cases (e.g., no automated "drip" campaigns or built-in direct email solutions).
• Task management needs more functionality, such as group assignments, private notes, task rearrangements, and email notifications for status updates.
• Integration options are limited, with missing direct compatibility with tools like LinkedIn, Outlook 365, and iCloud.

What reviewers like about C2CRM

• Customizable to specific industry and organizational needs, covering diverse workflow types.
• Onboarding and training are structured to minimize time-to-productivity for new users.
• Manages sales, marketing, and customer service in a single platform.

Where C2CRM falls short

• Platform can slow down under heavy usage or when loading large datasets.
• Beginner resources like detailed user manuals and guides are limited, leading to a steep learning curve for newcomers.
• Limited social media integrations and basic prospect valuation tools, which could hinder advanced marketing efforts.