SoftwareGlimpse
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Insightly Review

CRM SOFTWARE

Insightly scores reflect first-party research — not hands-on product testing.

Last updated 2026-08-15Independent editorial review
  • Starting price

    $29.00/user/month

  • Free plan

    No

  • Free trial

    Yes

  • Best for

    Service SMBs needing CRM and light project management

SoftwareGlimpse review

6.9/10

Average

  • Ease of use7
  • Pipeline management7
  • Sales automation7
  • Email capabilities6
  • Reporting6
  • Customization7
How we score →

All features

14 features

Official demos appear only beside high-value features where verified ResearchMedia is linked — not as a generic video gallery.

  • Contact management

    Plus

    SoftwareGlimpse assessment: Strong

    What it supports

    • Listed as available in product packaging
    • Entry point: Plus

    Included in

    • Plus
    • Professional
    • Enterprise

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    Official vendor tutorial

    5 Steps to Set Up Insightly (for Account Owners/Admins)

    What this shows

    • Insightly admin setup steps
    • account owner configuration as presented by Insightly
    • Insightly admin setup steps
    • account owner configuration as presented by Insightly
  • Lead management

    Plus

    SoftwareGlimpse assessment: Strong

    What it supports

    • Listed as available in product packaging
    • Entry point: Plus

    Included in

    • Plus
    • Professional
    • Enterprise
    Insightly pipelines teaching diagram
    SoftwareGlimpse teaching diagram: how Insightly pipelines move deals through stages.
    Screenshot source ↗
  • Pipeline management

    Plus

    SoftwareGlimpse assessment: Strong

    What it supports

    • Listed as available in product packaging
    • Entry point: Plus

    Included in

    • Plus
    • Professional
    • Enterprise
    Insightly pipelines teaching diagram
    SoftwareGlimpse teaching diagram: how Insightly pipelines move deals through stages.
    Screenshot source ↗
  • Deal management

    Plus

    SoftwareGlimpse assessment: Strong

    What it supports

    • Listed as available in product packaging
    • Entry point: Plus

    Included in

    • Plus
    • Professional
    • Enterprise
    Insightly pipelines teaching diagram
    SoftwareGlimpse teaching diagram: how Insightly pipelines move deals through stages.
    Screenshot source ↗
  • Email sync

    Plus

    SoftwareGlimpse assessment: Strong

    What it supports

    • Listed as available in product packaging
    • Entry point: Plus

    Included in

    • Plus
    • Professional
    • Enterprise
  • Workflow automation

    Plus

    SoftwareGlimpse assessment: Strong

    What it supports

    • Listed as available in product packaging
    • Entry point: Plus

    Included in

    • Plus
    • Professional
    • Enterprise
    Insightly marketing automation
    Insightly marketing automation UI from official Insightly homepage.
    Screenshot source ↗
  • Sales automation

    Plus

    SoftwareGlimpse assessment: Strong

    What it supports

    • Listed as available in product packaging
    • Entry point: Plus

    Included in

    • Plus
    • Professional
    • Enterprise
    Insightly marketing automation
    Insightly marketing automation UI from official Insightly homepage.
    Screenshot source ↗
  • Reporting

    Plus

    SoftwareGlimpse assessment: Strong

    What it supports

    • Listed as available in product packaging
    • Entry point: Plus

    Included in

    • Plus
    • Professional
    • Enterprise
  • Forecasting

    Professional

    SoftwareGlimpse assessment: Limited

    What it supports

    • Available with noted limits in current research
    • Entry point: Professional

    Included in

    • Plus
    • Professional
    • Enterprise
  • Custom fields

    Plus

    SoftwareGlimpse assessment: Strong

    What it supports

    • Listed as available in product packaging
    • Entry point: Plus

    Included in

    • Plus
    • Professional
    • Enterprise
    Insightly customer service
    Insightly customer service UI from official Insightly homepage.
    Screenshot source ↗
  • Custom pipelines

    Plus

    SoftwareGlimpse assessment: Strong

    What it supports

    • Listed as available in product packaging
    • Entry point: Plus

    Included in

    • Plus
    • Professional
    • Enterprise
    Insightly customer service
    Insightly customer service UI from official Insightly homepage.
    Screenshot source ↗
  • Mobile app

    Plus

    SoftwareGlimpse assessment: Strong

    What it supports

    • Listed as available in product packaging
    • Entry point: Plus

    Included in

    • Plus
    • Professional
    • Enterprise
  • AI assistance

    Professional

    SoftwareGlimpse assessment: Plan-dependent

    What it supports

    • Entry point: Professional
    • AI positioned on higher plans; confidence medium.

    Limitations

    • May require a higher plan than the entry tier

    Included in

    • Plus
    • Professional
    • Enterprise
  • Integrations

    Plus

    SoftwareGlimpse assessment: Strong

    What it supports

    • Listed as available in product packaging
    • Entry point: Plus

    Included in

    • Plus
    • Professional
    • Enterprise
    Insightly AppConnect
    Insightly AppConnect integrations UI from official Insightly homepage.
    Screenshot source ↗