Insightly Review in 2026: Best CRM Tool for You?

Are you really tired of juggling multiple tools to manage your customer relationships, sales pipelines, & project workflows?

This fragmentation can lead to inefficiencies, lost opportunities, and a lack of visibility across your business.

Insightly might be the all-in-one solution you’ve been searching for.

In this review, we’ll examine Insightly’s features, pricing, pros, and cons to help you decide if it’s the right fit for your business.

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What is Insightly?

Insightly is like a super-organized toolbox for your business.

It helps you keep track of all your customers and leads.

This is customer relationship management (CRM) or Insightly CRM.

It also helps you plan and manage your projects from start to finish (that’s project management).

And the best part?

It can automate many of your repetitive tasks (workflow automation), giving you more time to focus on growing your business.

Who Created Insightly?

Insightly was founded back in 2009 by Anthony Smith with a simple idea: make business easier.

They started by building tools for contact management and task management.

As they grew, they realized businesses needed more than just that.

So, they expanded into a full-fledged CRM software that helps sales teams close deals and marketing teams attract new customers.

Today, Insightly’s vision is to be the go-to platform for all businesses of all sizes, helping them connect with customers, grow their revenue, and achieve their goals.

Top Benefits of Insightly

• All-in-one platform: Insightly combines CRM tools, project management, and marketing automation in one place, eliminating the need for multiple software subscriptions.
• Enhanced customer relationships: Insightly helps you build stronger connections with your customers by providing a 360-degree view of their interactions with your business.
• Streamlined sales process: Manage your sales pipeline and track your sales opportunities from lead to close with Insightly’s intuitive sa les tools.
• Efficient project management: Plan, execute, and track projects with Insightly’s robust project management features, including task assignment and progress monitoring.
• Powerful marketing automation: Insightly Marketing lets you create and automate targeted marketing campaigns, nurture leads, and track results.
• Customization and flexibility: Tailor Insightly to your unique business needs with its customizable fields, workflows, and reports.
• Integration with popular tools: Connect Insightly with your favorite apps like Google Workspace, Microsoft Office 365, and more.
• Mobile access: Stay connected & productive on the go with Insightly’s mobile apps for iOS and Android.
• User-friendly interface: Insightly’s intuitive interface makes it easy to learn and use, even for those without technical expertise.
• Excellent customer support: Get the help you need with Insightly’s responsive customer support team and extensive knowledge base.
• Industry recognition: Insightly has received numerous awards and accolades, including being named an Editor’s Choice by PC Magazine.

Best Features

Insightly is a great tool for managing your business.

It combines customer relationship management with project management in one place.

This crm software helps you track sales, talk to customers, and finish projects on time.

It is a modern crm teams love to use.

1. Tasks

Insightly makes it easy to assign tasks to any team member.

You can use task management to stay organized and track what needs to be done.

It helps managers see the progress of every project so no tasks are ever missed or forgotten.

2. Contacts

This contact management system lets you store important details about every person.

You can create a record for each user and access their info quickly.

It even lets you scan a business card with the mobile app to add new contacts in seconds.

3. Leads

The platform helps sales teams find and manage new leads.

You can see every service they need and follow their journey through the sales pipeline.

Using crm tools to track leads helps companies turn more interest into real sales opportunities.

4. Organizations

You can keep your data tidy by grouping people into a specific company or organization.

This feature lets you monitor how you work with different companies.

It is easy to customize these records to show the business info that matters most to your team.

5. Emails

You can schedule emails & use email templates to save time.

Insightly works with google workspace and google mail.

It keeps your productivity high by letting you manage all your email inside the crm.

It is better than other crms.

6. AI Automations

The new version of insightly offers a smart AI copilot.

This tool uses workflow automation to handle productivity tasks for you.

It can create summaries, find data gaps, and help marketing teams work faster.

This system makes business much easier to run.

7. Modern CRM

The opportunities dashboard gives you a clear review of your sales goals.

Insightly starts by showing you what is important on one page.

It has a low learning curve compared to other insightly products or complex software.

Users really like the functionality.

8. Seamless Integrations

This software connects with many apps you already use.

It has seamless integrations for tools like Slack and google.

You can manage everything in one integrated workspace.

This functionality helps your organization stay fast and keeps your costs down over time.

9. Support & Ticketing

Insightly service helps you help your customers.

You can track help tickets and use the knowledge base to find solutions.

It is part of the insightly products family.

This service ensures your team always provides the best care to every account.

Pricing

Pros and Cons

Understanding the strengths & weaknesses of any software is crucial before investing.

Let’s weigh the pros and cons of Insightly to help you make an informed decision.

Alternatives to Insightly

Insightly Compared

Personal Experience with Insightly

My team and I recently switched to Insightly, and it’s been a game-changer.

We used to juggle multiple tools for our sales, projects, and marketing, which was a mess.

Insightly brought everything together in one place, making our lives so much easier.

Here’s how Insightly helped us:

• Boosted our sales: We used Insightly’s sales pipeline to track leads and close deals faster. No more missed opportunities!
• Improved project management: We planned and executed projects seamlessly with Insightly’s task management and project tracking tools.
• Connected with customers: Insightly’s CRM helped us keep track of all our customer interactions and build stronger relationships.
• Automated our marketing: Insightly Marketing made it easy to create and send targeted email campaigns, saving us a ton of time.

Overall, Insightly has been a fantastic addition to our toolkit. It’s helped us streamline our workflows, improve collaboration, and achieve better results.

Final Thoughts

Insightly is a powerful all-in-one platform that combines CRM, project management, and marketing automation.

It’s user-friendly, customizable, and packed with features to streamline your business processes.

While it might have a slight learning curve and a higher price tag than some competitors, its benefits far outweigh the drawbacks.

If you’re looking for a comprehensive solution to manage your customer relationships, sales, projects, and marketing, Insightly is definitely worth considering.

Give it a try and see how it can transform your business.

Frequently Asked Questions

More Facts about Insightly

• Keeping Secrets Safe: Insightly follows strict rules (like SOC 2 and GDPR) to keep business data private and secure.
• Simple to Use: Most people find Insightly easier to learn than Zoho, even if it has fewer “hidden” complex tools.
• Highly Rated: Experts from publications such as PC Magazine and G2 give this software a “thumbs up.”
• The Cost: The cheaper plans (Plus and Professional) are priced fairly, but the most expensive plan (Enterprise) costs much more than Zoho’s best plan.
• Helping Businesses Grow: Its simple design and the ability to change its appearance help companies run much more smoothly.
• Quick Start: One big reason people like it is that you can set it up and start using it very fast.
• Smart Workflows: It uses a tool called AppConnect to connect to over 2,000 other apps without writing complex code.
• AI Assistant: It has a smart robot helper, Copilot, that can read long emails for you and quickly find information.
• Project Planning: In 2025, they added Gantt charts, which are visual representations of a project’s start and end dates.
• All-in-One Spot: It keeps all your customer notes in one place so you don’t lose track of anyone.
• Better Friendships: Sales teams use it to stay in touch with customers and build strong bonds.
• Visual Boards: You can use “Kanban” boards, which look like sticky notes on a wall, to see how your sales are doing.
• To-Do Lists: You can set reminders and write down what you need to do so you never forget a phone call.
• Works Together: It integrates seamlessly with Insightly’s other marketing and customer service tools.
• Mobile App: You can add new contacts or check on your team using your phone while you are traveling.
• Full Picture: It provides a “360-degree view,” meaning you can see every single thing a customer has ever done with your company.
• The Three Plans: There are three choices for buying it: Plus ($29), Professional ($49), and Enterprise ($99). These prices are per person, per month.
• Extra Tools: If you want help with ads or fixing customer problems, you can buy Insightly Marketing or Insightly Service for the same prices.