Insightly Sales Tracking Software Review (2026): CRM Sales Tracking For Leads, Opportunities, Pipeline Stages, Quotes, Dashboards, Automation

CRM sales tracking for leads, opportunities, pipeline stages. Also check quotes, dashboards, automation. Then confirm mobile access and post-sale project handoff.

Updated June 19, 2026

By James Han · How we review

4.1 MAQTOOB rating

Our Verdict

Insightly is a practical option for teams whose sales process does not end at closed-won. It works well when leads, opportunities, quotes. Also check projects, tasks, files and customer records need to stay connected after the deal moves into delivery.

Use the 14-day CRM trial with one real opportunity and one post-sale handoff. Check the reports your manager needs, duplicate-record controls, mobile workflow, AppConnect/API needs and whether project depth is actually useful. A team that only needs quick pipeline tracking may prefer Pipedrive or HubSpot.

A good fit if you

  • Sales teams handing work to delivery teams.
  • Consultancies tracking opportunities and projects.
  • Managers needing pipeline plus project visibility.
  • Teams using Google, Microsoft, finance or document integrations.

Look elsewhere if you

  • Teams that only need a lightweight deal board.
  • Companies avoiding setup and data cleanup.
  • Users needing the cheapest CRM start.
  • Sales teams requiring very deep enterprise sales operations.
Next step: write down the problem you need solved, check the pricing details, test one real workflow, then compare alternatives before you pay.

What Is Insightly Sales Tracking Software?

Insightly Sales Tracking Software applies Insightly’s CRM to lead capture, opportunity tracking, pipeline stages, quotes, dashboards, workflow automation, and mobile sales activity.

It is especially useful when sales tracking needs to connect with post-sale projects, tasks, files, and customer work after the opportunity closes.

Insightly Sales Tracking Software Pros and Cons

Pros

  • Sales and project handoff — Insightly can carry customer records from lead to opportunity to project work.
  • Lead and opportunity tracking — Move real leads through stages and check routing, ownership and stale-deal visibility.
  • Workflow automation — Build follow-up, assignment and handoff rules before importing every record.
  • Useful integrations — Insightly lists Google; Microsoft; AppConnect. Also check finance; sales; support and other app categories.
  • Good for growing teams — The feature mix is useful when a small CRM needs more process and reporting depth.

Cons

  • Reporting limits may appear — Users complain about reporting limits or extra work for advanced views.
  • Setup friction is possible — Custom fields, duplicate cleanup, workflows and project handoffs need planning.
  • Poor fit for teams that only need a lightweight deal — Confirm the poor fit for teams that only need a lightweight deal limit in a short pilot before rollout.
  • Mobile workflow should be tested — Mobile limits come up in user feedback and matter for reps on the move.
  • Data hygiene is critical — Contacts, stages, owners and activity history need consistent upkeep to keep reports useful.

Key Features

Who uses it What to test Plan or tier note
Consulting teams handing won deals to delivery Test whether the opportunity should become a project with tasks, files and customer context. Professional is likely for automation.
Sales managers tracking pipeline and quotes Test whether deal stages, quotes, products and dashboards need to stay close together. Compare Plus and Enterprise.
Growing companies cleaning up lead ownership Test whether lead routing, follow-up tasks and records need more structure than a spreadsheet. Trial with duplicate records.
Teams connecting CRM to Google or finance apps Test whether AppConnect, Google, Microsoft, finance and document workflows are part of the decision. Validate integrations early.

Who Uses Insightly Sales Tracking Software — and For What

Consulting teams handing won deals to delivery

Test whether the opportunity should become a project with tasks, files and customer context.

Professional is likely for automation.

Sales managers tracking pipeline and quotes

Test whether deal stages, quotes, products and dashboards need to stay close together.

Compare Plus and Enterprise.

Growing companies cleaning up lead ownership

Test whether lead routing, follow-up tasks and records need more structure than a spreadsheet.

Trial with duplicate records.

Teams connecting CRM to Google or finance apps

Test whether AppConnect, Google, Microsoft, finance and document workflows are part of the decision.

Validate integrations early.

Pricing

Plan or option public price Trial / free-plan detail
Plus Official CRM pricing lists Plus at $29/user/month billed annually Free plan: no public free plan shown.
Professional Official CRM pricing lists Professional at $49/user/month billed annually Free trial: yes, 14-day CRM trial.
Enterprise Official CRM pricing lists Enterprise at $99/user/month billed annually Contact sales route is shown.
Before subscribing Confirm automation, quotes, audit logging, AppConnect, and project workflow needs Run a real handoff test.

Source: Official pricing page.

Free plan: no public free plan was shown on the official pricing page. Free trial: yes, Insightly shows a free 14-day CRM trial and says no credit card is required. Confirm whether Plus, Professional or Enterprise includes the automation, quotes, AppConnect and reporting depth you need.

Prices checked 2026-06-26 against official product sources.

Integrations

Check Google Workspace, Microsoft 365, PandaDoc. Also check quickBooks, Xero, AppConnect. Then confirm API workflows, email sync, calendar. Also check marketing automation, support/ticketing, finance apps. Then confirm duplicate controls, mobile use, quote workflow and the handoff from opportunity records into projects and tasks..

Getting Started: What Implementation Actually Takes

Start with one sales pipeline and one delivery handoff. Add a real lead, move it through opportunity stages, generate a quote if needed, close it and create the project or task set that follows. Then check reports, mobile updates, duplicate handling and the integrations that sales and delivery both touch.

What Users Say

G2 4.2/5 · 945 reviews Capterra 4.0/5 · 654 reviews GetApp 4.0/5 · 654 reviews TrustRadius 7.7/10 · 848 reviews and ratings Gartner Peer Insights 4.2/5 · 722 reviews

What works well

  • Users praise Insightly Sales Tracking Software for ease of use and customization.
  • The useful user feedback is how it handles contact data, pipeline workflow, reporting and handoff process.

What gets frustrating

  • Users complain about learning curve, customization limits and missing features.
  • Use a trial, demo or small rollout to check those areas with your own team.
MAQTOOB take: Read the review scores as a starting point for Insightly Sales Tracking Software, then test contact data, pipeline workflow, reporting and handoff process. The ratings may reflect a broader suite, a different plan or a narrower use case than this page covers.

Top Insightly Sales Tracking Software Alternatives

  • Choose Pipedrive CRM for Salespeople if Pipedrive is an easier path for teams that mainly need visual pipeline tracking and follow-up.
  • Choose HubSpot CRM if HubSpot is useful when free CRM, marketing, forms, email and website capture matter as much as pipeline work.
  • Choose Zoho CRM if Zoho CRM fits teams that want a flexible CRM with a large app ecosystem and a lower entry point.
  • Choose Salesforce Sales Cloud if Salesforce Sales Cloud suits companies that need deep CRM customization, sales operations controls and enterprise app connections.

Frequently Asked Questions

Does Insightly offer a free trial?

Yes. The official pricing page shows a free 14-day CRM trial.

Does Insightly have a free plan?

No public free plan was shown on the official pricing page.

Who should use Insightly Sales Tracking Software?

Teams that need lead and opportunity tracking plus post-sale project handoff should test Insightly.

What should users test first?

Test opportunity stages, reports, duplicate handling, mobile workflow, AppConnect/API needs and project handoff.

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