--- description: Review of Insightly Software: system overview, features, price and cost information. Get free demos and compare to similar programs. image: https://gdm-localsites-assets-gfprod.imgix.net/images/software_advice/og_logo-55146305bbe7b450bea05c18e9be9c9a.png title: Insightly | Reviews, Pricing & Demos - SoftwareAdvice AU --- Breadcrumb: [Home](/) > [Hotel CRM Software](/directory/339/hospitality-hotel-resort-crm/software) > [Insightly](/software/2667/insightly) # Insightly Canonical: https://www.softwareadvice.com.au/software/2667/insightly Page: 1 / 27\ Next: [Next page](https://www.softwareadvice.com.au/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 654 users. Top-rated for **Likelihood to recommend**. ----- ## Quick Stats & Ratings | Metric | Rating | Detail | | **Overall** | **4.0/5** | 654 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**: USD 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 - [Hotel CRM Software](https://www.softwareadvice.com.au/directory/339/hospitality-hotel-resort-crm/software) ## Related Categories - [Hotel CRM Software](https://www.softwareadvice.com.au/directory/339/hospitality-hotel-resort-crm/software) - [Gaming and Casino CRM Software](https://www.softwareadvice.com.au/directory/340/gaming-casino-crm/software) - [Insurance CRM Software](https://www.softwareadvice.com.au/directory/342/insurance-crm/software) - [Auto Dealership CRM Software](https://www.softwareadvice.com.au/directory/3171/dealership/software) - [Pharmaceutical CRM Software](https://www.softwareadvice.com.au/directory/343/pharmaceutical-crm/software) ## Alternatives 1. [Salesforce Sales Cloud](https://www.softwareadvice.com.au/software/2764/salesforce-sales-cloud) — 4.4/5 (18768 reviews) 2. [HubSpot CRM](https://www.softwareadvice.com.au/software/1854/hubspot) — 4.5/5 (4451 reviews) 3. [Zoho CRM](https://www.softwareadvice.com.au/software/392464/zoho-crm) — 4.3/5 (6964 reviews) 4. [HubSpot Sales Hub](https://www.softwareadvice.com.au/software/21946/hubspot-sales-hub) — 4.5/5 (497 reviews) 5. [Bigin by Zoho CRM](https://www.softwareadvice.com.au/software/392397/bigin-by-zoho-crm) — 4.7/5 (724 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. ----- ### "A versatile CRM Tool" — 4.0/5 > **Luis** | *30 August 2024* | Education Management | Recommendation rating: 9.0/10 > > **Pros**: Its intuitive user interface, making it easy for teams to adopt and use efficiently. The customizability of pipelines, dashboards, and reports enable users to tailor the system to their specific needs. > > **Cons**: 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. > > By centralizing customer data, communication history, and project details in one platform, Insightly eliminates the need for multiple disjointed systems, reducing the chances of information silos and miscommunication. ----- ### "Insightly does what we need it to do." — 5.0/5 > **Wilcox** | *20 September 2024* | Legal Services | Recommendation rating: 8.0/10 > > **Pros**: We can build functionalities that suites us without spending thousands of dollars with developers,Data can also be connected within Insightly,such as connecting contacts and organizations to request and project records.Additionally I like the Kanban view for tracking projects and the ability to pull reports and filter projects. > > **Cons**: Wish we could customize more fields in Kanban view and assign colours for categorization. > > It meets our needs,that might not sound glowing,but it is meant to be. ----- Page: 1 / 27\ Next: [Next page](https://www.softwareadvice.com.au/software/2667/insightly?page=2) ## Links - [View on SoftwareAdvice](https://www.softwareadvice.com.au/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