Unfortunately, I am very disappointed by the Insightly CRM (you'll want to read to the end for details on their questionable ethics around cancelation of paid memberships before you pay for an upgraded account). The first issue I have with the program is that it really tricks you into upgrading. The clarity around each package is vague, you have to search some to really compare and even then once you're in they will sneak in reasons that you're required to buy up. As I began to explore the functionality, I noticed that it's not nearly as robust as other programs. It was often little things that were bothersome, for instance when you check off a task you have to go back to create another task instead of there being a quick and easy way on the same page to create a follow up task. There were many instances where I found that Insightly really wasn't as user friendly, time saving, or as advanced as other CRM's. Honestly, managing my leads manually was more efficient time wise than Insightly. However, these concerns alone wouldn't prompt me to share this review or give 1 star. Those just caused me to cancel my membership, no big deal. **** What prompts me to warn all of you is that they have a horrible cancelation practice. **** When you go to "downgrade" your membership (which was my initial goal- I didn't intend right off to cancel) you will find that you are not given that option. You can keep your level or service, or cancel. I chose to cancel, assuming that I would be given access to the program through the period that I'd paid for. I was not given that option, the cancelation is effective IMMEDIATELY as your only option. The worst part: although you've already pre-paid, and they force you to cancel effective immediately, they will NOT REFUND your prepaid lost time. But they don't warn you of this in any way before you actually cancel, nor do they give you a warning of when your renewal occurs so you can put a note for yourself to cancel the day before. This practice is a horrible example of integrity and is very disturbing. I am in the process of escalating my concern within the organization, and should the situation be rectified, will be happy to update my review.