--- description: Learn more about Insightly pricing, benefits, and disadvantages for your business in Canada. Read verified software reviews and find tools that fit your business needs. image: https://gdm-localsites-assets-gfprod.imgix.net/images/capterra/og_logo-e5a8c001ed0bd1bb922639230fcea71a.png?auto=format%2Cenhance%2Ccompress title: Insightly Pricing, Reviews & Features - Capterra Canada 2026 --- Breadcrumb: [Home](/) > [CRM Software](/directory/2/customer-relationship-management/software) > [Insightly](/software/130671/insightly) # Insightly Canonical: https://www.capterra.ca/software/130671/insightly Page: 1 / 27\ Next: [Next page](https://www.capterra.ca/software/130671/insightly?page=2) > Insightly is the modern, affordable CRM that teams love. > > Verdict: Rated **4.0/5** by 654 users. Top-rated for **Likelihood to recommend**. ----- ## Overview ### Who Uses Insightly? Fast-growing businesses in every vertical who want a cloud-based, powerful, affordable, scalable CRM. ## Quick Stats & Ratings | Metric | Rating | Detail | | **Overall** | **4.0/5** | 654 Reviews | | Ease of Use | 4.0/5 | Based on overall reviews | | Customer Support Software | 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 - Activity Dashboard - Alerts/Notifications - Appointment Scheduling Software - Assignment Management - Batch Processing - Calendar/Reminder System - Campaign Management Software - Collaboration Tools - Commenting/Notes - Contact Database - Contact Management Software - Customer Database - Customizable Fields - Customizable Reports - Customizable Templates - Data Import/Export - Document Storage - Email Management Software - Email Marketing Software - For Insurance Industry - Forecasting - Interaction Tracking - Lead Capture Software - Lead Distribution - Lead Generation Software - Lead Management Software - Lead Nurturing Software - Lead Qualification - Lead Segmentation - Marketing Automation Software - Mobile Access - Opportunity Management - Performance Metrics - Pipeline Management - Prioritization - Project Tracking Software - Quotes/Estimates - Reporting/Analytics - Sales Activity Management - Sales Forecasting Software - Sales Pipeline Management - Sales Reports - Search/Filter - Segmentation - Shared Contacts - Task Editing - Task Management Software - Third-Party Integration - Third-Party Integrations - Workflow Management Software ## 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 Software - Phone Support - Chat ## Category - [CRM Software](https://www.capterra.ca/directory/2/customer-relationship-management/software) ## Related Categories - [CRM Software](https://www.capterra.ca/directory/2/customer-relationship-management/software) - [Nonprofit Project Management Software](https://www.capterra.ca/directory/32439/project-management-software-for-nonprofits/software) - [Sales Forecasting Software](https://www.capterra.ca/directory/30930/sales-forecasting/software) - [Contact Management Software](https://www.capterra.ca/directory/30016/contact-management/software) - [Lead Management Software](https://www.capterra.ca/directory/30017/lead-management/software) ## Alternatives 1. [Salesforce Sales Cloud](https://www.capterra.ca/software/61368/salesforce) — 4.4/5 (18768 reviews) 2. [HubSpot CRM](https://www.capterra.ca/software/152373/hubspot-crm) — 4.5/5 (4451 reviews) 3. [Zoho CRM](https://www.capterra.ca/software/155928/zoho-crm) — 4.3/5 (6964 reviews) 4. [Bigin by Zoho CRM](https://www.capterra.ca/software/204998/bigin-by-zoho-crm) — 4.7/5 (724 reviews) 5. [Odoo](https://www.capterra.ca/software/135618/odoo) — 4.2/5 (1294 reviews) ## Reviews ### "Insightly is good, but there are better CRMs out there" — 4.0/5 > **Taylor** | *May 30, 2024* | Construction | Recommendation rating: 7.0/10 > > **Pros**: I like the collaboration capabilities with API via Appconnect, AutoCAD, BricsCAD, Loveland Innovations IMGING, etc > > **Cons**: The cap of fields in a custom object, the automations not triggering correctly -\> you have to delay triggers so that automations do not overlap and contradict each other. Sometimes automations to not trigger at all. There are a lot of holes and catch reports that need to be created. > > Insightly is great a simple every day tasks, but does not handle complexity very well. ----- ### "Decent CRM but requires discipline" — 4.0/5 > **Jamie** | *May 6, 2024* | Computer Software | Recommendation rating: 6.0/10 > > **Pros**: The sales pipeline views were good because you could have lots of different pipeline views with filters and segmentation options applied without having to add them every time. It was easy to see pipeline value, create new fields and to move opps from one stage to another. Equally it was great for setting up automated email follow ups from demos and integrate with lots of other tools. > > **Cons**: The lack of user management and access customisation means it is too easy to let poor spiral out of control and ruin your data. Equally the dashboards/Reports section really needs work as it’s unnecessarily difficult to create reports and dashboards for very simple metrics. > > Insightly was being used for various marketing and sales data processing and activation tasks when I joined, and the account was a real mess because there was little control over who could edit which fields. As a result, no-one was following a consistent lead and opportunity management process, things like date fields became a nightmare because when exporting leads, some appeared to be using US date format and some using UK format, so identifying recent leads \& opps was tricky. ----- ### "Insightly Review" — 4.0/5 > **Parker** | *May 30, 2024* | Food Production | Recommendation rating: 7.0/10 > > **Pros**: I really like how easy Insightly is to use. It is pretty streamlined. > > **Cons**: Since Insightly is so streamlined, it is hard to make in-depth automations, especially when it comes to actions between different objects ----- ### "Super Easy" — 4.0/5 > **Matthew** | *April 23, 2024* | Information Technology & Services | Recommendation rating: 9.0/10 > > **Pros**: Insighty is super easy to use. Being able to set tasks to know who you are chasing/following up means that it's all in one place and you do not have to depend on your outlook calender. > > **Cons**: Reports are good but can be a bit difficult to set up. ----- ### "Worthy place to start...depends on what you need to finish" — 3.0/5 > **Verified Reviewer** | *December 16, 2025* | Financial Services Software | Recommendation rating: 6.0/10 > > **Pros**: I found Insightly to be very easy to get started with, and from a cost standpoint, it felt like a practical, cost-effective option. I liked how simple it was to connect related contacts and keep track of important life events and milestones. Setting up routine tasks and activity reminders was also straightforward, which made it easier to stay organized and maintain consistent, timely engagement with clients. > > **Cons**: The integrations with other applications wasn't as strong as I was looking for at the time. I run an operation with less than 5 people and we use a lot of outside applications for our business to run and it did not play well with them or not at all. This is something that has probably grown over time, but it did not happen in time for me to find another platform that did it much better. > > Overall, the challenges I encountered may not apply to everyone, and it was a solid platform for getting started. However, as my business grew, it did not scale in the way I ultimately needed. I operate in a highly regulated environment, which requires more robust capabilities as complexity increases ----- Page: 1 / 27\ Next: [Next page](https://www.capterra.ca/software/130671/insightly?page=2) ## Links - [View on Capterra](https://www.capterra.ca/software/130671/insightly) ## This page is available in the following languages | Locale | URL | | de | | | de-AT | | | de-CH | | | en | | | en-AE | | | en-AU | | | en-CA | | | en-GB | | | en-IE | | | en-IL | | | en-IN | | | en-NZ | | | en-SG | | | en-ZA | | | es | | | es-AR | | | es-CL | | | es-CO | | | es-CR | | | es-DO | | | es-EC | | | es-MX | | | es-PA | | | es-PE | | | fr | | | fr-BE | | | fr-CA | | | fr-LU | | | it | | | ja | | | nb | | | nl | | | nl-BE | | | pt | | | pt-PT | | ----- ## Structured Data