Proceed With Caution With Insightly
February 12, 2026
Proceed With Caution With Insightly
Score 1 out of 10
Vetted Review
Verified User
Software Version
Plus
Overall Satisfaction with Insightly
I tried to use Insightly in my business, but after a year of trying (& $6K), I gave up. It was incredibly complicated and time-consuming, and I could not get the help I needed from their Customer Service team. I was misled into believing we could run our buisness from their software and I was hopeful it would help make our processes more efficient. But ultimately, it ended up being a big waste of my time and money.
Pros
- I like their dashboard options which are a visual way to see how my business is doing.
Cons
- Customer Service - they made me feel bad for needing help and made it difficult to get the help I needed. In the beginning, whenever I had a question, they wanted me to take a screen recording explaining every question I had. Meanwhile I had paid extra for an upgraded customer service otpion.
- Onboarding - should have warned me that it would take a VERY long time to set every little detail up. Should have listened better to my needs.
- Sales - should have assessed my needs better and not sold me on 3 platforms, as I couldn't even get one to work for me.
- It was a big loss in time and money for our small business
I chose Insightly because I loved the dashboards, but I couldnt do all the work required to get our info into their system for the dashboards to mean anything for me.
Do you think Insightly delivers good value for the price?
No
Are you happy with Insightly's feature set?
No
Did Insightly live up to sales and marketing promises?
No
Did implementation of Insightly go as expected?
No
Would you buy Insightly again?
No
Comments
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