--- description: Learn more about Insightly price, benefits, and disadvantages for businesses in New Zealand. 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 New Zealand 2026 --- Breadcrumb: [Home](/) > [CRM Software](/directory/2/customer-relationship-management/software) > [Insightly](/software/130671/insightly) # Insightly Canonical: https://www.capterra.co.nz/software/130671/insightly Page: 1 / 27\ Next: [Next page](https://www.capterra.co.nz/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 | 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 - Assignment Management - Batch Processing - Calendar/Reminder System - Campaign Management - Collaboration Tools - Commenting/Notes - Contact Database - Contact Management - Customer Database - Customisable Reports - Customisable Templates - Customizable Fields - Data Import/Export - Document Storage - Email Management - Email Marketing - For Insurance Industry - Forecasting - Interaction Tracking - Lead Capture - Lead Distribution - Lead Generation - Lead Management - Lead Nurturing - Lead Qualification - Lead Segmentation - Marketing Automation - Mobile Access - Opportunity Management - Performance Metrics - Pipeline Management - Prioritisation - Project Tracking - Quotes/Estimates - Reporting/Analytics - Sales Activity Management - Sales Forecasting - Sales Pipeline Management - Sales Reports - Search/Filter - Segmentation - Shared Contacts - Task Editing - Task Management - Third-Party Integration - Third-Party Integrations - Workflow Management ## 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 - Phone Support - Chat ## Category - [CRM Software](https://www.capterra.co.nz/directory/2/customer-relationship-management/software) ## Related Categories - [CRM Software](https://www.capterra.co.nz/directory/2/customer-relationship-management/software) - [Nonprofit Project Management Software](https://www.capterra.co.nz/directory/32439/project-management-software-for-nonprofits/software) - [Sales Forecasting Software](https://www.capterra.co.nz/directory/30930/sales-forecasting/software) - [Contact Management Software](https://www.capterra.co.nz/directory/30016/contact-management/software) - [Lead Management Software](https://www.capterra.co.nz/directory/30017/lead-management/software) ## Alternatives 1. [HubSpot CRM](https://www.capterra.co.nz/software/152373/hubspot-crm) — 4.5/5 (4455 reviews) 2. [Zoho CRM](https://www.capterra.co.nz/software/155928/zoho-crm) — 4.3/5 (6969 reviews) 3. [Bigin by Zoho CRM](https://www.capterra.co.nz/software/204998/bigin-by-zoho-crm) — 4.7/5 (727 reviews) 4. [Salesforce Sales Cloud](https://www.capterra.co.nz/software/61368/salesforce) — 4.4/5 (18771 reviews) 5. [Dynamics 365](https://www.capterra.co.nz/software/157279/dynamics-365) — 4.4/5 (5817 reviews) ## Reviews ### "Good for a small company" — 4.0/5 > **Elizabeth** | *30 May 2024* | Civil Engineering | Recommendation rating: 5.0/10 > > **Pros**: I like the project management, pipelines, and the ability and ease of adding tasks and comments to various objects. > > **Cons**: There are so many objects and fields, it takes new users a while to get accustomed to the interface. It also does not have intuitive searching and looks for verbatim entries ----- ### "Worthy place to start...depends on what you need to finish" — 3.0/5 > **Verified Reviewer** | *16 December 2025* | Financial Services | 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 ----- ### "Insightly is a modern CRM" — 4.0/5 > **Mark** | *19 September 2025* | Insurance | Recommendation rating: 7.0/10 > > **Pros**: It offers very good Security, has a fair Value for Money for individuals and teams. Good expensive Customer Support if needed. Good amount of Task Management Features and strong Team Collaboration features. > > **Cons**: Customer support for individuals is all by email, or text. Guided Onboarding or Live support available at $1500 to $3000 for Premier Support. The individual plus plan had very limited features and benefits. The Team plan was a lot more expensive and benefit rich software. > > The individual plus plan had very limited features and benefits. The Team plan was a lot more expensive and benefit rich software. I found it to be out of my budget and not very helpful. ----- ### "Good for small company but not scaling tech companies\!" — 3.0/5 > **Peter** | *12 January 2025* | Financial Services | Recommendation rating: 4.0/10 > > **Pros**: Highly customisable and cheap CRM to set up. > > **Cons**: Problematic to use and lacks of automation and integrations > > It worked when we were a small company, but as we scaled it became worse. ----- ### "Insightly does what we need it to do." — 5.0/5 > **Wilcox** | *20 September 2024* | Legal Services | Recommendation rating: 8.0/10 > > **Pros**: We can build functionalities that suites us without spending thousands of dollars with developers,Data can also be connected within Insightly,such as connecting contacts and organizations to request and project records.Additionally I like the Kanban view for tracking projects and the ability to pull reports and filter projects. > > **Cons**: Wish we could customize more fields in Kanban view and assign colours for categorization. > > It meets our needs,that might not sound glowing,but it is meant to be. ----- Page: 1 / 27\ Next: [Next page](https://www.capterra.co.nz/software/130671/insightly?page=2) ## Links - [View on Capterra](https://www.capterra.co.nz/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