--- description: Review of Insightly Software: system overview, features, price and cost information. Get free demos and compare to similar programs on Software Advice New Zealand. image: https://gdm-localsites-assets-gfprod.imgix.net/images/software_advice/og_logo-55146305bbe7b450bea05c18e9be9c9a.png title: Insightly | Reviews, Pricing & Demos - SoftwareAdvice NZ --- Breadcrumb: [Home](/) > [CRM Software for Hotels](/directory/339/hospitality-hotel-resort-crm/software) > [Insightly](/software/2667/insightly) # Insightly Canonical: https://www.softwareadvice.co.nz/software/2667/insightly Page: 1 / 27\ Next: [Next page](https://www.softwareadvice.co.nz/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**: 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 - [CRM Software for Hotels](https://www.softwareadvice.co.nz/directory/339/hospitality-hotel-resort-crm/software) ## Related Categories - [CRM Software for Hotels](https://www.softwareadvice.co.nz/directory/339/hospitality-hotel-resort-crm/software) - [Gaming and Casino CRM Software](https://www.softwareadvice.co.nz/directory/340/gaming-casino-crm/software) - [Insurance CRM Software](https://www.softwareadvice.co.nz/directory/342/insurance-crm/software) - [Auto Dealership CRM Software](https://www.softwareadvice.co.nz/directory/3171/dealership/software) - [CRM Software for Pharmaceutical ](https://www.softwareadvice.co.nz/directory/343/pharmaceutical-crm/software) ## Alternatives 1. [Salesforce Sales Cloud](https://www.softwareadvice.co.nz/software/2764/salesforce-sales-cloud) — 4.4/5 (18782 reviews) 2. [HubSpot CRM](https://www.softwareadvice.co.nz/software/1854/hubspot) — 4.5/5 (4458 reviews) 3. [Zoho CRM](https://www.softwareadvice.co.nz/software/392464/zoho-crm) — 4.3/5 (6973 reviews) 4. [HubSpot Sales Hub](https://www.softwareadvice.co.nz/software/21946/hubspot-sales-hub) — 4.5/5 (498 reviews) 5. [Bigin by Zoho CRM](https://www.softwareadvice.co.nz/software/392397/bigin-by-zoho-crm) — 4.7/5 (730 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. ----- ### "Insightly developed to enhance our feeds" — 4.0/5 > **Denise** | *6 September 2022* | Marketing & Advertising | Recommendation rating: 9.0/10 > > **Pros**: Insightly is how I keep track of all the initiatives we have in the works right now. The management of our company's 5,000+ open positions is a major challenge. Insightly makes it easy for us to keep track of all the moving parts, which would otherwise be difficult to do in a secure manner given the project's multi-stage nature. > > **Cons**: In most cases, the newly opened Org or Project tab doesn't take up more than half of my screen following a search. I can't figure out how to make the page larger. For some reason, the columns on the Relate and Activity tabs don't remember my saved column width. Every time I use it, I have to resize it. > > In my experience using Insightly, I haven't run into any serious issues. We used to utilize a strange CRM that was built out of sheets and required us to constantly switch between windows. Using Insightly, we can have all of our data in one place, neatly organized in custom fields. In my opinion, the project page may benefit from more fields in which to provide pertinent data. ----- ### "Affordable CRM with the features you need" — 5.0/5 > **Jennifer** | *24 August 2023* | Insurance | Recommendation rating: 10.0/10 > > **Pros**: The ease of onboarding \& use. Ability to customize without having to use a developer > > **Cons**: Nothing. All the features we needed, Insightly has. > > Has all the features a business needs like ease of use, robust reporting \& customizations without the high cost that comes other well known CRMs ----- Page: 1 / 27\ Next: [Next page](https://www.softwareadvice.co.nz/software/2667/insightly?page=2) ## Links - [View on SoftwareAdvice](https://www.softwareadvice.co.nz/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