--- description: Review of Insightly Software: system overview, features, price and cost information. Get free demos and compare to similar programs on Software Advice Ireland. image: https://gdm-localsites-assets-gfprod.imgix.net/images/software_advice/og_logo-55146305bbe7b450bea05c18e9be9c9a.png title: Insightly | Reviews, Pricing & Demos - SoftwareAdvice IE --- Breadcrumb: [Home](/) > [Insurance CRM Software](/directory/342/insurance-crm/software) > [Insightly](/software/2667/insightly) # Insightly Canonical: https://www.softwareadvice.ie/software/2667/insightly Page: 1 / 28\ Next: [Next page](https://www.softwareadvice.ie/software/2667/insightly?page=2) > 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. > > Verdict: Rated **4.0/5** by 656 users. Top-rated for **Likelihood to recommend**. ----- ## Quick Stats & Ratings | Metric | Rating | Detail | | **Overall** | **4.0/5** | 656 Reviews | | Ease of Use | 4.0/5 | Based on overall reviews | | Customer Support | 3.8/5 | Based on overall reviews | | Value for Money | 4.0/5 | Based on overall reviews | | Features | 3.9/5 | Based on overall reviews | | Recommendation percentage | 70% | (7/10 Likelihood to recommend) | ## About the vendor - **Company**: Insightly - **Location**: San Francisco, US - **Founded**: 2010 ## Commercial Context - **Starting Price**: US$29.00 - **Pricing model**: Per User (Free Trial) - **Pricing Details**: Plus $29/user/month (billed annually) Professional $49/user/month (billed annually) Enterprise $99/user/month (billed annually) - **Target Audience**: Self Employed, 2–10, 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000, 5,001–10,000, 10,000+ - **Deployment & Platforms**: Cloud, SaaS, Web-based, Mac (Desktop), Windows (Desktop), Android (Mobile), iPhone (Mobile), iPad (Mobile) - **Supported Languages**: English, French, Portuguese, Spanish - **Available Countries**: Australia, Canada, China, Germany, India, Japan, New Zealand, United Kingdom, United States ## Features - API - Access Controls/Permissions - Activity Dashboard - Activity Tracking - Activity/News Feed - Alerts/Notifications - Appointment Scheduling - Assignment Management - Batch Processing - Budgeting/Forecasting - Business Card/Badge Scanning - CRM - Calendar Sync - Calendar/Reminder System - Campaign Management - Collaboration Tools - Commenting/Notes - Commission Management - Configurable Workflow - Contact Database ## Integrations (118 total) - 123FormBuilder - ActiveCampaign - ActiveDEMAND - Acuity Scheduling - Aircall - AnyMeeting - Asana - Benchmark Email - Bidsketch - BookingSync - Box - Brevo - CallRail - Campaign Monitor by Marigold - Chargebee ... and 103 more integrations ## Support Options - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - Chat ## Category - [Insurance CRM Software](https://www.softwareadvice.ie/directory/342/insurance-crm/software) ## Related Categories - [Insurance CRM Software](https://www.softwareadvice.ie/directory/342/insurance-crm/software) - [Mortgage CRM Software](https://www.softwareadvice.ie/directory/345/mortgage-crm/software) - [iPad CRM Software](https://www.softwareadvice.ie/directory/433/ipad/software) - [Contact Management Software](https://www.softwareadvice.ie/directory/434/contact-management/software) - [Sales Force Automation Software](https://www.softwareadvice.ie/directory/254/sales-force-automation/software) ## Alternatives 1. [Salesforce Sales Cloud](https://www.softwareadvice.ie/software/2764/salesforce-sales-cloud) — 4.4/5 (18803 reviews) 2. [HubSpot CRM](https://www.softwareadvice.ie/software/1854/hubspot) — 4.5/5 (4481 reviews) 3. [Zoho CRM](https://www.softwareadvice.ie/software/392464/zoho-crm) — 4.3/5 (6993 reviews) 4. [Kylas Sales CRM](https://www.softwareadvice.ie/software/216694/kylas) — 4.8/5 (620 reviews) 5. [HubSpot Sales Hub](https://www.softwareadvice.ie/software/21946/hubspot-sales-hub) — 4.5/5 (506 reviews) ## Reviews ### "Insightly : a good option to start with cloud based CRMs for Small businesses" — 4.0/5 > **Tarek** | *10 October 2021* | Management Consulting | Recommendation rating: 7.0/10 > > **Pros**: 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. > > **Cons**: It is probably requiring some advanced knowledge from our end, but integrating Insightly with e-mail services, social media and other 3rd parties seemed to be complex. We've been using Insightly in its early times, and I'm sure that things went better afterwards with the continuous improvements by Insightly amazing teams. > > Insightly helps entrepreneurs and small businesses like most of our clients to get to the digital space and excel in no time. As a Technology expert, I highly recommend it to entrepreneurs beginning with tech and online platforms for their business. ----- ### "Insightly is a modern CRM" — 4.0/5 > **Mark** | *19 September 2025* | Insurance | Recommendation rating: 7.0/10 > > **Pros**: It offers very good Security, has a fair Value for Money for individuals and teams. Good expensive Customer Support if needed. Good amount of Task Management Features and strong Team Collaboration features. > > **Cons**: Customer support for individuals is all by email, or text. Guided Onboarding or Live support available at $1500 to $3000 for Premier Support. The individual plus plan had very limited features and benefits. The Team plan was a lot more expensive and benefit rich software. > > The individual plus plan had very limited features and benefits. The Team plan was a lot more expensive and benefit rich software. I found it to be out of my budget and not very helpful. ----- ### "Good tool but there are better" — 4.0/5 > **Verified Reviewer** | *31 October 2019* | Management Consulting | Recommendation rating: 8.0/10 > > **Pros**: Pricing and features vary widely with what you're willing to pay which is fair and great frankly. There's even a free plan that gives you a sneak peak into the great features. Dashboards and opportunity reports are designed well. > > **Cons**: customisations could be improved and customer support. ----- ### "Worthy place to start...depends on what you need to finish" — 3.0/5 > **Verified Reviewer** | *16 December 2025* | Financial Services | Recommendation rating: 6.0/10 > > **Pros**: I found Insightly to be very easy to get started with, and from a cost standpoint, it felt like a practical, cost-effective option. I liked how simple it was to connect related contacts and keep track of important life events and milestones. Setting up routine tasks and activity reminders was also straightforward, which made it easier to stay organized and maintain consistent, timely engagement with clients. > > **Cons**: The integrations with other applications wasn't as strong as I was looking for at the time. I run an operation with less than 5 people and we use a lot of outside applications for our business to run and it did not play well with them or not at all. This is something that has probably grown over time, but it did not happen in time for me to find another platform that did it much better. > > Overall, the challenges I encountered may not apply to everyone, and it was a solid platform for getting started. However, as my business grew, it did not scale in the way I ultimately needed. I operate in a highly regulated environment, which requires more robust capabilities as complexity increases ----- ### "Reliable CRM for Managing Client Relationships and Business Processes" — 4.0/5 > **Daud** | *17 August 2026* | Accounting | Recommendation rating: 7.0/10 > > **Pros**: Insightly provides a clean and intuitive platform for managing client relationships, projects, and business workflows in one place. The ability to link contacts, organisations, opportunities, and projects helps maintain a complete view of client interactions. The reporting and customisation options are also useful, allowing us to tailor the system to suit our business processes. Integration with Microsoft 365 and other business applications helps improve productivity and collaboration across teams. > > **Cons**: Some advanced customisation and reporting features have a learning curve and can take time to configure correctly. Certain automation and workflow functions are not as flexible as some higher-end CRM platforms, and performance can occasionally slow down when working with large amounts of data. > > Overall, Insightly has been a positive CRM solution for our organisation. It has helped us centralise client information, manage opportunities more effectively, and improve visibility across projects and customer interactions. The user interface is straightforward, making it easy for team members to adopt, while the range of features supports both sales and operational processes. Although there are areas where reporting and automation could be more advanced, Insightly offers strong value for money and has become an important part of our daily operations. ----- Page: 1 / 28\ Next: [Next page](https://www.softwareadvice.ie/software/2667/insightly?page=2) ## Links - [View on SoftwareAdvice](https://www.softwareadvice.ie/software/2667/insightly) ## This page is available in the following languages | Locale | URL | | de | | | en | | | en-AU | | | en-GB | | | en-IE | | | en-NZ | | | fr | | ----- ## Structured Data