[Home](https://www.selecthub.com/) \> [CRM](https://www.selecthub.com/category/customer-relationship-management/) \> [CRM Software](https://www.selecthub.com/c/crm-software/) \> Insightly Categories: * [CRM Software](https://www.selecthub.com/c/crm-software/) * [Contact Management Software](https://www.selecthub.com/c/contact-management-software/) * [Lead Management Software](https://www.selecthub.com/c/lead-management-software/) * [Nonprofit CRM Software](https://www.selecthub.com/c/non-profit-crm-software/) * [Sales Force Automation Software](https://www.selecthub.com/c/sales-force-automation-software/) * [...](#) ## What Is Insightly? **Industry Specialties:** Serves all industries Insightly is an affordable solution designed to help small and mid-sized businesses looking to manage the entire customer lifecycle — from the first lead to project completion after a sale. It acts as a central hub where you can track contacts, organizations, leads and opportunities through customizable pipelines that match your process. Other features include built-in project management, email management, performance dashboards and reporting, and workflow automation. A key strength of Insightly CRM is its deep integration capabilities with popular tools like Gmail, [Outlook](https://www.selecthub.com/p/email-management-software/outlook/), [QuickBooks](https://www.selecthub.com/p/accounting-software/quickbooks-online/), [Mailchimp](https://www.selecthub.com/p/marketing-automation-software/mailchimp/), Zapier and [HubSpot](https://www.selecthub.com/p/crm-software/hubspot-crm/). And if you rely on project delivery and keeping customers engaged after the sale, converting opportunities directly into projects is a huge advantage. Users appreciate Insightly for its clean interface, easy-to-use features and strong customization options. On the downside, some mention a learning curve with advanced features, occasional sync hiccups and slower support at busy times. **Pricing** Insightly offers tiered pricing models: * **Plus:** $29/user/month * **Professional:** $49/user/month * **Enterprise:** $99/user/month All plans are billed annually. A limited free version is also available for up to two users, offering basic CRM and project management features. It includes up to 2,500 records, 200 MB of storage and limited email capabilities, which is enough for small teams to manage contacts, tasks and simple projects. **Our Research Process for Insightly** I started by exploring Insightly’s free trial to get hands-on with its core features. I also reviewed the website to understand pricing, use cases and integrations. Then, I referred to data from our software selection platform to compare Insightly against competitors like [Pipeliner CRM](https://www.selecthub.com/p/crm-software/pipeliner/), [Salesforce Sales Cloud](https://www.selecthub.com/p/crm-software/salesforce-sales-cloud/) and [Zoho CRM](https://www.selecthub.com/p/crm-software/zoho-crm/). Finally, I turned to user reviews on Capterra, TrustRadius and G2 to gather real-world insights. PRICE $ $ $ $ $ COMPANY SIZE S M L DEPLOYMENT PLATFORM [ Try Before You Buy. Request a Free Demo Today! Request Demo It's completely free! ](https://pmo.selecthub.com/get-product-demo/?category=CRM+Software&product%5Fname=Insightly&origin%5Furl=https%3A%2F%2Fwww.selecthub.com%2Fp%2Fcrm-software%2Finsightly%2F&product%5Flogo=https%3A%2F%2Fcdn.selecthub.com%2Fproducts%2Fa49e9411d64ff53eccfdd09ad10a15b3-b67354b087cd2e302d14af4485749fe5%2Fresources%2Fnormal%2Flogo.png%3F1753886976) [Contributors](#view-contributors) ![Pooja Verma]() Written by Pooja Verma Technical Content Writer [ Read Bio](https://www.selecthub.com/author/pooja-verma/) ![Zachary Totah]() Edited by Zachary Totah Content Editor [ Read Bio](https://www.selecthub.com/author/zachary-totah/) User Sentiment i ![User satisfaction level icon: great]() Based on 3136 reviews: Add your rating: ![Screenshots]()![Screenshots]()![Screenshots]()![Screenshots]() Product Screenshots and Videos ## #12 Insightly is ranked #12 in the CRM Software product directory based on the latest available data collected by SelectHub. Compare the leaders with our In-Depth Report. [ Get the Report Now](https://pmo.selecthub.com/top-crm-analyst-report-site-vers?category%5Fslug=crm-software&product%5Fslug=insightly&slug=insightly&product%5Fname=Insightly&category=CRM+Software&origin%5Furl=https%3A%2F%2Fwww.selecthub.com%2Fp%2Fcrm-software%2Finsightly%2F) ## Insightly Pricing Based on our most recent analysis, Insightly pricing starts at $29 (Per User, Monthly). [Get Price Quote](https://pmo.selecthub.com/get-product-pricing/?category=CRM+Software&product%5Fname=Insightly&origin%5Furl=https%3A%2F%2Fwww.selecthub.com%2Fp%2Fcrm-software%2Finsightly%2F&product%5Flogo=https%3A%2F%2Fcdn.selecthub.com%2Fproducts%2Fa49e9411d64ff53eccfdd09ad10a15b3-b67354b087cd2e302d14af4485749fe5%2Fresources%2Fnormal%2Flogo.png%3F1753886976&price=2) Price $ $ $ $ $ i Starting From $29 Pricing Model Per User, Monthly Free Trial 14 Days ([Request for Free](https://pmo.selecthub.com/free-trial/?product%5Fname=Insightly&category=CRM+Software&product%5Flogo=https://cdn.selecthub.com/products/a49e9411d64ff53eccfdd09ad10a15b3-b67354b087cd2e302d14af4485749fe5/resources/normal/logo.png?1753886976)) ## Training Resources Insightly is supported with the following types of training: Documentation In Person Live Online Videos Webinars ## Support The following support services are available for Insightly: Email Phone Chat FAQ Forum Help Desk Knowledge Base Tickets Training 24/7 Live Support ## Insightly Benefits and Insights Why use Insightly? ### Key differentiators & advantages of Insightly * **Robust Native Integrations:** With an impressive analyst rating of 94, Insightly stands out for offering native integrations for cloud storage and its tightly integrated [Marketing](https://www.selecthub.com/p/marketing-automation-software/insightly-marketing/) and Service modules. Its built-in integration platform, AppConnect, helps you connect with over 500 apps including ERP, BI tools, e-signature and messaging platforms. * **Native Project Management:** Insightly includes comprehensive project management tools alongside its CRM features, letting you manage post-sale delivery — like onboarding, service requests or implementation — without switching platforms. You can convert closed deals into projects with one click, making it easy to track milestones, assign tasks and collaborate across teams in the same workspace. ### Industry Expertise Insightly is a strong fit for sectors like marketing, finance, healthcare, manufacturing, professional services and solar, where sales and project delivery go hand in hand. ## Insightly Reviews Based on our most recent analysis, Insightly reviews indicate a 'great' User Satisfaction Rating of 81% based on 3136 user reviews from 5 recognized software review sites. ![User satisfaction level icon: great]() 3136 reviews 81% of users would recommend this product ### Synopsis of User Ratings and Reviews Based on an aggregate of Insightly reviews taken from the sources above, the following pros & cons have been curated by a SelectHub Market Analyst. #### Pros * **User-Friendly Interface:** Many users consistently praise Insightly for its intuitive design, clean interface and ease of navigation, making it relatively quick for new users to get started and adopt. * **Customization:** Users appreciate the flexibility to create custom fields, reports, dashboards and sales pipelines, allowing them to tailor the CRM to specific needs and workflows. * **Strong Integrations:** Users highlight Insightly's AppConnect platform for its seamless connectivity with a wide range of business apps to streamline data flow and automate complex workflows. * **Effective Reporting and Dashboards:** Many users find Insightly’s reports and dashboards easy to build and customize, making it simple to track sales, project progress and overall business health. #### Cons * **Steep Learning Curve:** While basic use is easy, some users find that setting up complex automations, intricate workflows or fully using all features can be challenging and require extra effort to master. * **Occasional Syncing Delays:** Some users report issues with syncing data, particularly with third-party integrations. * **Mobile App Limitations:** The mobile app lacks the full functionality of the desktop version, making certain tasks harder to complete on the go. * **Support Inconsistencies:** Some reviews mention slower response times during peak periods and express a need for more comprehensive support channels, such as readily available phone support across all tiers. #### Researcher's Summary: From what I’ve seen, Insightly’s a great fit if you want a CRM that’s easy to use and doesn’t take a ton of time to set up or manage. It’s ideal for growing teams that need a straightforward solution to keep sales and operations on the same page without getting bogged down in complexity. When I tested Insightly, what stood out to me was how naturally it connects sales with post-sale execution. Unlike many CRMs that stop at deal closure, like Pipeliner or Zoho CRM, I could turn closed-won opportunities into fully trackable projects, all within the same workspace. This built-in project management made the whole process feel more connected. I didn’t have to jump between tools, and everything stayed linked to the original customer record — a big win for teams juggling both sales and execution. Another area where Insightly shines is automation. Its native AppConnect platform allows you to build automations and integrate apps like QuickBooks, Slack and DocuSign without coding. Compared to Salesforce Sales Cloud, which often depends on external tools or developer support for similar workflows, Insightly feels more accessible, especially for smaller teams without dedicated IT help. However, Insightly isn’t without its limitations. I found the interface clean and easy to navigate, but if you want deep customization or advanced reporting, it doesn’t go nearly as far as something like Salesforce. And while onboarding was fairly smooth, it felt a bit bare-bones to me. Unlike Zoho CRM, which walks you through setup with helpful prompts and templates, Insightly left me figuring out a lot on my own. **Here’s my take:** If you’re looking for a platform that not only helps you close deals but also sees them through to delivery, Insightly is a great option. It’s especially suited for service-driven businesses that want CRM and project tracking in one place, without juggling multiple tools or paying enterprise prices. That said, if you need deep customization, advanced automation or more guided onboarding, you might be better off with something like Salesforce or Zoho CRM. ## Key Features * **Sales Pipeline and Lead Management:** Start acting on leads by capturing the right details from the get-go. You can prioritize and distribute them based on region, deal size or rep availability. The platform also gives everyone real-time visibility into the status of each deal, keeping teams aligned and focused on what matters most at each stage. * **Opportunity Management:** Build momentum in your sales process by using pipelines to easily track, manage and nurture deals. With customizable stages, you can tailor each pipeline to fit your team’s sales process and delivery approach. You’ll get a clear view of what’s moving deals forward, where potential risks are, and how to keep things flowing smoothly from sales to delivery. * **Workflow and Process Automation:** Take the busywork off your team’s plate by automating tasks like lead routing, follow-up emails, task assignments and status updates. Insightly lets you trigger actions based on field changes, pipeline stages or record creation. This helps you reduce manual effort, avoid missed steps, and keep deals and projects moving without constant oversight. * **Validation Rules and Advanced Permission Controls:** You can maintain data accuracy and control by ensuring your team fills in critical fields correctly and only the right people can access or update specific information. This helps keep everyone efficient, compliant and on track. * **Quote Management:** Simplify deal closure using a complete record of your products, price books and quotes. You can match products to the right opportunities at optimal prices, bringing clarity and consistency to your sales process. Send quotes directly from opportunity records, track status and customize with branded templates. * **Email Management:** Track and manage all customer emails in one place, so you can move deals and projects forward without missing a beat. Emails sync automatically to the right contacts and leads, giving you full visibility and helping your team jump in at the right moment. * **Performance Dashboards and Reporting:** You can build custom visual dashboards in minutes to keep your key metrics front and center. Track important KPIs in real time to make faster, informed decisions. With up to 100 shareable dashboards in the Professional Plan and unlimited in Enterprise, you can create a single source of truth. ## See It in Action: Convert a Closed-Won Opportunity Into a Project I wanted to see if Insightly’s workflow was connected and easy to manage. Here’s what I did to test it out: 1\. My first stop was a clean dashboard where everything, from Opportunities to Projects, was easy to find. From the “Opportunities” tab, adding a new opportunity was a quick process, and it appeared instantly once saved. ![Insightly Product Screenshot 1](https://www.selecthub.com/wp-content/uploads/2025/07/Insightly-Product-Screenshot-1.jpg) ![Insightly Product Screenshot 2](https://www.selecthub.com/wp-content/uploads/2025/07/Insightly-Product-Step-1.jpg) 2\. From there, updating the opportunity to “Closed - Won.” was easy and smooth. ![Insightly Product Screenshot 3](https://www.selecthub.com/wp-content/uploads/2025/07/Insightly-Product-Step-2.jpg) 3\. Then it was time for the real test. I clicked the three-dot menu at the top right of the record and selected “Convert to Project.” The project form was auto-filled with key details from the opportunity so I didn’t have to re-enter the data. I reviewed the information, made minor edits and hit save. I appreciated that it was a smooth, one-click process. ![Insightly Product Screenshot 4](https://www.selecthub.com/wp-content/uploads/2025/07/Insightly-Product-Step-3-A.jpg) ![Insightly Product Screenshot 5](https://www.selecthub.com/wp-content/uploads/2025/07/Insightly-Product-Step-3-B.jpg) 4\. I jumped to the Projects tab and immediately saw the new project listed. It was linked to the original opportunity, and clicking into it showed the full context. ![Insightly Product Screenshot 6](https://www.selecthub.com/wp-content/uploads/2025/07/Insightly-Product-Projects-Tab.jpg) 5\. Task creation was straightforward. Within the project, I opened the Tasks section and clicked “Add Task.” I was able to name the task, set a due date and add an assignee from the dropdown. I appreciated that there weren’t extra steps or required fields beyond the basics. ![Insightly Product Screenshot 7](https://www.selecthub.com/wp-content/uploads/2025/07/Insightly-Product-Step-4.jpg) 6\. The task appeared right away in the Project view. When I checked the “My Tasks” list, it was there too, which is handy for keeping track of to-dos. ![Insightly Product Screenshot 8](https://www.selecthub.com/wp-content/uploads/2025/07/Insightly-Product-Step-5.jpg) Overall, Insightly nailed the handoff from sales to delivery. The workflow felt tight, intuitive and easy to manage — no extra clicks, no confusion, just a smooth transition from deal to project. ## Approach to Common CRM Challenges * **Disconnected Data and Limited Visibility:** [Sullivan & Stanley](https://www.insightly.com/blog/customer-stories/), a U.K.-based transformation consulting firm, used Insightly to unify client, sales and project data scattered across teams and tools. By bringing everything into one platform, Insightly provided a shared view of customer records and helped align sales and marketing around a single source of truth. * **Compliance Gaps and Data Security Risks:** [Bend Health](https://www.insightly.com/blog/customer-stories/bend-health/), a pediatric mental health provider, switched to Insightly to manage growth and streamline care coordination. With HIPAA-compliant workflows and [EHR](https://www.selecthub.com/c/ehr-software/) integrations, the team gained secure, real-time access to member data, improving collaboration without compromising privacy. * **Manual Handoffs and Slow Processes:** [Better Earth Solar](https://www.insightly.com/blog/customer-stories/better-earth-solar-adopts-appconnect-and-grows-solar-installations-360/) struggled with manually transferring data between inspection, project tracking and approvals. Insightly’s AppConnect automation helped them sync custom objects and status updates across teams, minimizing approval delays and enabling scalable growth. ## Cost of Ownership Frequently asked questions regarding Insightly pricing include: **Q. What factors affect the total cost of Insightly, and are there any additional costs beyond the subscription fee?** A. The total cost depends on the number of users, the selected plan tier (Plus, Professional or Enterprise), and any added modules like Insightly Marketing or AppConnect. Additional costs include automation workflows, higher API usage limits (especially on Enterprise plans) and optional implementation or support services. **Q. Does Insightly offer monthly billing?** A. Yes, but monthly plans are more expensive than annual ones. **Q. Does Insightly include onboarding or training in the base price?** A. It includes basic support, but guided onboarding, premium support and advanced training cost extra depending on your plan. ## Limitations At the time of this review, these are the limitations according to user feedback and my research and testing: * With a low analyst rating of 50, Insightly falls short on key mobile features like offline access, customizable interfaces and tailored workflows — areas where Pipeliner (91) and Zoho (84) perform significantly better. * Unlike platforms such as Zoho or Pipeliner, Insightly lacks dedicated partner management features like partner portals, tiered tracking or co-selling workflows — placing it at the bottom in our analysis for this category. * Insightly came in low at 45 in our sales performance management analysis, primarily because it offers limited tools to track quotas, measure team performance and surface real-time insights — things Pipeliner (99) handles exceptionally well. * Task management is basic and lacks drag-and-drop Kanban boards. * Support for multiple currencies and language localization is limited compared to comprehensive CRMs like Salesforce and Zoho CRM. ![Banner of Pricing guide for Insightly]() ## Pricing & Cost Details Includes Price/User and Minimum Commitment Terms for Insightly See Insightly Pricing Details ## Compare CRM Software These are the top products most often compared. 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[ ](https://www.selecthub.com/author/pooja-verma/) Written by [Pooja Verma](https://www.selecthub.com/author/pooja-verma/) Technical Content Writer Pooja Verma is a Content Editor and Technical Content Writer at SelectHub. She has over 5 years of experience covering software categories like CRM, marketing automation, supply chain management and endpoint security. Pooja earned a literature degree from Miranda House, DU and also holds a Master’s in Journalism from Symbiosis Institute of Media and Communication in India. [See Full Bio](https://www.selecthub.com/author/pooja-verma/) [ ](https://www.selecthub.com/author/zachary-totah/) Edited by [Zachary Totah](https://www.selecthub.com/author/zachary-totah/) Content Editor As SelectHub's Content Manager, Zac is in charge of content across diverse categories including CRM, ERP, HR, medical and project management. He has over 6 years of experience writing and editing for B2B tech and holds a B.A. in communications. His work is driven by his goal of making it less overwhelming for people to find software for their business. [See Full Bio](https://www.selecthub.com/author/zachary-totah/) Your review has been submitted and should be visible within 24 hours. Review Title Pros Cons Overall feedback Your name Your job title Industry [ Choose your main industry](javascript:void%28%29) * [Accounting / CPA](javascript:void%28%29) * [Advertising](javascript:void%28%29) * [Aerospace & Defense](javascript:void%28%29) * [Agriculture](javascript:void%28%29) * [Apparel](javascript:void%28%29) * [Architecture](javascript:void%28%29) * [Auto Dealership](javascript:void%28%29) * [Automotive](javascript:void%28%29) * [Banking & Financial Services](javascript:void%28%29) * [Banking & Mortgage](javascript:void%28%29) * [Chemicals](javascript:void%28%29) * [Construction & Engineering](javascript:void%28%29) * [Construction / Contracting](javascript:void%28%29) * [Consulting](javascript:void%28%29) * [Consumer Products](javascript:void%28%29) * [Distribution](javascript:void%28%29) * [E-commerce](javascript:void%28%29) * [Education](javascript:void%28%29) * [Electronics](javascript:void%28%29) * [Energy & Utilities](javascript:void%28%29) * [Federal Government](javascript:void%28%29) * [Field Maintenance](javascript:void%28%29) * [Food & Beverage](javascript:void%28%29) * [Healthcare / Social Services](javascript:void%28%29) * [Hospitality / Gaming / Travel](javascript:void%28%29) * [Human Resources](javascript:void%28%29) * [Industrial Machinery](javascript:void%28%29) * [Information Technology & High Tech](javascript:void%28%29) * [Insurance](javascript:void%28%29) * [Legal](javascript:void%28%29) * [Maintenance / Field Service](javascript:void%28%29) * [Manufacturing](javascript:void%28%29) * [Marketing Services](javascript:void%28%29) * [Media & Communications / Entertainment](javascript:void%28%29) * [Mill Products](javascript:void%28%29) * [Mining / Metals](javascript:void%28%29) * [Mortgage](javascript:void%28%29) * [Non-Profit](javascript:void%28%29) * [Not Available](javascript:void%28%29) * [Oil & Gas](javascript:void%28%29) * [Other](javascript:void%28%29) * [Other Services](javascript:void%28%29) * [Payroll Provider](javascript:void%28%29) * [Pharmaceuticals](javascript:void%28%29) * [Professional Employer Organization](javascript:void%28%29) * [Professional Services](javascript:void%28%29) * [Property Management](javascript:void%28%29) * [Public Sector](javascript:void%28%29) * [Real Estate](javascript:void%28%29) * [Recruiting Agency](javascript:void%28%29) * [Religious Institutions](javascript:void%28%29) * [Retail](javascript:void%28%29) * [Sales & Marketing](javascript:void%28%29) * [Semiconductors](javascript:void%28%29) * [Software / IT](javascript:void%28%29) * [Sports and Recreation](javascript:void%28%29) * [Staffing Agency](javascript:void%28%29) * [State & Local Government](javascript:void%28%29) * [Telecommunications](javascript:void%28%29) * [Third-Party Administrator](javascript:void%28%29) * [Transportation & Logistics](javascript:void%28%29) * [Wholesale Distribution](javascript:void%28%29) Company Size [ Choose your company size](javascript:void%28%29) * [1 employee](javascript:void%28%29) * [2 to 9 employees](javascript:void%28%29) * [10 - 19 employees](javascript:void%28%29) * [20 - 49 employees](javascript:void%28%29) * [50 - 99 employees](javascript:void%28%29) * [100 - 499 employee](javascript:void%28%29) * [500 - 999 employees](javascript:void%28%29) * [1,000 - 2,499 employees](javascript:void%28%29) * [2,500 - 4,999 employees](javascript:void%28%29) * [5,000 - 9,999 employees](javascript:void%28%29) * [10,000 - 24,999 employees](javascript:void%28%29) * [25,000 - 49,999 employees](javascript:void%28%29) * [50,000 + employees](javascript:void%28%29) ```json { "@context": "https://schema.org", "@type": "BreadcrumbList", "itemListElement": [ { "@type": "ListItem", "position": 1, "name": "Home", "item": "https://www.selecthub.com/" }, { "@type": "ListItem", "position": 2, "name": "CRM", "item": "https://www.selecthub.com/category/customer-relationship-management/" }, { "@type": "ListItem", "position": 3, "name": "CRM Software", "item": "https://www.selecthub.com/c/crm-software/" }, { "@type": "ListItem", "position": 4, "name": "Insightly" } ] } { "@context": "http://schema.org", "@type": "SoftwareApplication", "name": "Insightly", "description": "Insightly is an affordable solution designed to help small and mid-sized businesses looking to manage the entire customer lifecycle — from the first lead to project completion after a sale. It acts as a central hub where you can track contacts, organizations, leads and opportunities through customizable pipelines that match your process.Other features include built-in project management, email management, performance dashboards and reporting, and workflow automation.A key strength of Insightly CRM is its deep integration capabilities with popular tools like Gmail, Outlook, QuickBooks, Mailchimp, Zapier and HubSpot. And if you rely on project delivery and keeping customers engaged after the sale, converting opportunities directly into projects is a huge advantage.Users appreciate Insightly for its clean interface, easy-to-use features and strong customization options. On the downside, some mention a learning curve with advanced features, occasional sync hiccups and slower support at busy times.PricingInsightly offers tiered pricing models: Plus: $29/user/month Professional: $49/user/month Enterprise: $99/user/monthAll plans are billed annually. A limited free version is also available for up to two users, offering basic CRM and project management features. It includes up to 2,500 records, 200 MB of storage and limited email capabilities, which is enough for small teams to manage contacts, tasks and simple projects.Our Research Process for InsightlyI started by exploring Insightly’s free trial to get hands-on with its core features. I also reviewed the website to understand pricing, use cases and integrations. Then, I referred to data from our software selection platform to compare Insightly against competitors like Pipeliner CRM, Salesforce Sales Cloud and Zoho CRM. Finally, I turned to user reviews on Capterra, TrustRadius and G2 to gather real-world insights.", "review": { "@type": "Review","reviewRating": { "@type": "Rating", "ratingValue": 70, "bestRating": 100 }, "author": { "@type": "Person", "name": "Pooja Verma", "reviewBody": "From what I’ve seen, Insightly’s a great fit if you want a CRM that’s easy to use and doesn’t take a ton of time to set up or manage. It’s ideal for growing teams that need a straightforward solution to keep sales and operations on the same page without getting bogged down in complexity.When I tested Insightly, what stood out to me was how naturally it connects sales with post-sale execution. Unlike many CRMs that stop at deal closure, like Pipeliner or Zoho CRM, I could turn closed-won opportunities into fully trackable projects, all within the same workspace.This built-in project management made the whole process feel more connected. I didn’t have to jump between tools, and everything stayed linked to the original customer record — a big win for teams juggling both sales and execution.Another area where Insightly shines is automation. Its native AppConnect platform allows you to build automations and integrate apps like QuickBooks, Slack and DocuSign without coding. Compared to Salesforce Sales Cloud, which often depends on external tools or developer support for similar workflows, Insightly feels more accessible, especially for smaller teams without dedicated IT help.However, Insightly isn’t without its limitations. I found the interface clean and easy to navigate, but if you want deep customization or advanced reporting, it doesn’t go nearly as far as something like Salesforce. And while onboarding was fairly smooth, it felt a bit bare-bones to me. Unlike Zoho CRM, which walks you through setup with helpful prompts and templates, Insightly left me figuring out a lot on my own.Here’s my take: If you’re looking for a platform that not only helps you close deals but also sees them through to delivery, Insightly is a great option. It’s especially suited for service-driven businesses that want CRM and project tracking in one place, without juggling multiple tools or paying enterprise prices. That said, if you need deep customization, advanced automation or more guided onboarding, you might be better off with something like Salesforce or Zoho CRM." } }, "image": "https://cdn.selecthub.com/products/a49e9411d64ff53eccfdd09ad10a15b3-b67354b087cd2e302d14af4485749fe5/resources/normal/logo.png?1753886976", "aggregateRating": { "@type": "AggregateRating", "ratingValue": "81", "bestRating": "100", "worstRating": "1", "ratingCount": "3136" }, "offers": { "@type": "Offer", "priceSpecification": { "@type": "priceSpecification", "price": "29", "priceCurrency": "USD" } }, "positiveNotes": { "@type": "ItemList", "itemListElement": [ { "@type": "ListItem", "position": 1, "name": "User-Friendly Interface: Many users consistently praise Insightly for its intuitive design, clean interface and ease of navigation, making it relatively quick for new users to get started and adopt." }, { "@type": "ListItem", "position": 2, "name": "Customization: Users appreciate the flexibility to create custom fields, reports, dashboards and sales pipelines, allowing them to tailor the CRM to specific needs and workflows." }, { "@type": "ListItem", "position": 3, "name": "Strong Integrations: Users highlight Insightly's AppConnect platform for its seamless connectivity with a wide range of business apps to streamline data flow and automate complex workflows." } ] }, "negativeNotes": { "@type": "ItemList", "itemListElement": [ { "@type": "ListItem", "position": 1, "name": "Steep Learning Curve: While basic use is easy, some users find that setting up complex automations, intricate workflows or fully using all features can be challenging and require extra effort to master." }, { "@type": "ListItem", "position": 2, "name": "Occasional Syncing Delays: Some users report issues with syncing data, particularly with third-party integrations." }, { "@type": "ListItem", "position": 3, "name": "Mobile App Limitations: The mobile app lacks the full functionality of the desktop version, making certain tasks harder to complete on the go." } ] }, "applicationCategory": "CRM Software" } ```