Insightly Review [2025]: Honest Look After Hands-On Testing

Insightly is a crm sales automation tool designed to help businesses manage customer relationships and sales pipelines. Good project delivery CRM for service businesses.

In this review, we'll cover everything you need to know before spending a dollar: what it does, how it's priced, where it shines, and where it falls short.

Our verdict: Good project delivery CRM for service businesses — unique project management integration, but not a sales-first CRM

Insightly offers a suite of features focused on its core crm sales automation use case:

• Core Functionality: The platform's primary strength is its main workflow — good project delivery features.
• Integrations: Affordable pricing.
• Reporting: Good for post-sale delivery teams.
• Usability: Requires patience — the UI has rough edges that slow workflows..

Insightly starts at $29/month. Pricing scales based on number of users and contacts.

Key pricing considerations:

• UI feels dated
• Additional features may require higher-tier plans
• Annual billing typically offers a 15-20% discount

Best for:

• Teams that prioritize good capabilities
• Businesses already using complementary tools in the same ecosystem
• Organizations with the technical resources to manage the significant learning curve

Not ideal for:

• Sales pipeline is not as strong as pipedrive situations
• Teams looking for an all-in-one solution
• Businesses that want simpler, more direct value from their tools

1. Good project delivery features

This feature works as advertised and provides real value in day-to-day use.

2. CRM + project management

This feature works as advertised and provides real value in day-to-day use.

3. Affordable pricing

This feature works as advertised and provides real value in day-to-day use.

4. Good for post-sale delivery teams

This feature works as advertised and provides real value in day-to-day use.

1. Sales pipeline is not as strong as Pipedrive

This is a meaningful limitation that impacts real workflows on a regular basis.

2. UI feels dated

This is a meaningful limitation that impacts real workflows on a regular basis.

3. Limited marketing automation

This is a meaningful limitation that impacts real workflows on a regular basis.

4. Integration ecosystem is smaller

This is a meaningful limitation that impacts real workflows on a regular basis.

Across G2, Capterra, and Trustpilot, Insightly receives mixed reviews with an average around 3.6/5.

Common praise: Users consistently highlight good project delivery features and crm + project management as standout strengths.

Common complaints: Sales pipeline is not as strong as Pipedrive and ui feels dated appear regularly in negative reviews.

Before deciding on Insightly, consider these alternatives:

• Bonfire Terminal — Our top recommendation. Solves the exact pain points identified in this review.
• Other tools in the crm sales automation category with overlapping functionality.
• Consider your actual use case before committing to an annual plan.

Rating: 3.6/5

Insightly is a decent option for specific scenarios, but falls short in key areas that matter to most buyers.

Good project delivery CRM for service businesses — unique project management integration, but not a sales-first CRM

Should you buy it? If good project delivery features is your top priority and you can absorb the cost and learning curve, Insightly delivers real value. But before you commit, read the section below.