Buying Guide for Insightly: A Comprehensive Overview

Your Guide to buying the best Insightly


Insightly is a powerful CRM software designed to help businesses streamline processes and improve customer relations. This buying guide provides an in-depth look at Insightly's features and functionality, helping potential customers make an informed decision about whether it is the right fit for their business. We will discuss Insightly’s pricing structure, how to get started with the software, its features and customization options, customer support, and much more. With this guide, we’ll provide the necessary information to make sure you make the best decision for your business.

Key features

  1. Price: What is the cost of Insightly for the plan you need?
  2. Integrations: Does Insightly have the integrations and tools you need to do the job?
  3. Scalability: Can Insightly grow with your business?
  4. User Interface: Is Insightly's user interface easy to use?
  5. Reporting & Analytics: Does Insightly have the reporting and analytics you need to understand how your business is performing?
  6. Support: Does Insightly offer the support you need to get started and troubleshoot quickly?
  7. Security: Is Insightly's security sufficient for your business needs?
  8. Features: What features does Insightly have available? Is it the right fit for your business?

See the most popular Insightly on Amazon

Important considerations


  • Price - Insightly offers plans for individuals, small businesses, and large enterprises, so pricing to fit your needs is available.
  • User-friendly Interface - Insightly has an intuitive interface that is easy to use for novice and experienced users alike.
  • Customization - Insightly has plenty of customization options, allowing you to tailor your CRM to fit your business needs.
  • Integration - Insightly integrates with many third-party apps and services, making it easy to keep all your data and processes in one place.
  • Collaboration - Insightly offers features that make working together with your team simple and efficient.
  • Analytics - Insightly has built-in analytics capabilities, allowing you to gain insights about your business quickly and easily.
  • Support - Insightly offers excellent customer support, with knowledgeable staff available to answer any questions you may have.


  • Cost - Insightly is a paid service, and the cost may be too expensive for some users or businesses.
  • Integrations - While Insightly does offer some integrations, there are not as many as some other CRM solutions.
  • Data Importing - It can be difficult to transfer data from other CRMs into Insightly.
  • Features - While Insightly offers basic features, it may lack more advanced features for larger businesses.
  • Support - Insightly offers support, but the quality of the support may not meet the needs of some users and businesses.

Best alternatives

  1. Asana- Asana is a cloud-based project management tool that helps teams manage workflows and collaborate more efficiently.
  2. Trello- Trello is a Kanban-style project management platform that allows users to break down tasks into cards and list them on boards.
  3. is a comprehensive project management platform for teams of any size to manage and automate their workflows.
  4. Zoho Projects- Zoho Projects is an online project management solution that helps teams plan, track, and collaborate on projects.
  5. Airtable- Airtable is a cloud-based data management platform that makes it easy to organize, track, and collaborate on projects.

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Common questions

  1. What are the key features of Insightly?
    Insightly offers a variety of features, including CRM, project management, contact management, task management, lead tracking, sales pipeline tracking, invoicing, and more.
  2. How much does Insightly cost?
    Insightly has several pricing tiers, ranging from free to enterprise packages. The exact cost depends on the features and number of users you need.
  3. Is Insightly easy to use?
    Yes, Insightly is designed with usability in mind, and offers an intuitive user interface.
  4. Does Insightly have mobile apps?
    Yes, Insightly has both an Android and iOS app, which allows users to access their accounts on the go.
  5. Does Insightly offer support?
    Yes, Insightly offers a variety of support options, including live chat, email, phone, and a knowledge base.
  6. Does Insightly include reporting features?
    Yes, Insightly offers a variety of reporting features such as custom reports, automated reports, and analytics.
  7. Is Insightly secure?
    Yes, Insightly is designed with security in mind and offers secure data encryption, access control, and other security measures.
  8. Is Insightly compatible with other apps?
    Yes, Insightly is compatible with a variety of other apps and services, such as Gmail, G Suite, Microsoft Office, Outlook, QuickBooks, and more.


Insightly was initially founded by two brothers and their father, who worked together to create the first version of the software. They wanted to create something that would make their father's work as a small business owner easier. Since then, Insightly has grown to become an incredibly popular CRM software with over two million users worldwide. In fact, Insightly was ranked as the most popular CRM for small businesses in 2018 by Capterra. Source

Disclaimer: This buying guide was not created by humans, and it is possible that some of it's content is inaccurate or incomplete. We do not guarantee or take any liability for the accuracy of this buying guide. Additionally, the images on this page were generated by AI and may not accurately represent the product that is being discussed. We have tried to convey useful information, but it is our subjective opinion and should not be taken as complete or factual.