Insightly CRM Reviews & Product Details

Insightly is the modern, affordable CRM that teams love. It’s easy to use, simple to customize, and scales with companies as they grow, solving common pain points that legacy CRMs can't. Insightly helps teams build and convert sales pipeline, increase productivity, and build lasting customer relationships. Centralize and manage all your customer, sales, and business data—leads, contacts, emails, events, quotes, projects, tasks, opportunities, and business reports—in one easy-to-use, flexible and secure CRM that scales with your business. Increase sales efficiency and transparency with Insightly’s enterprise-grade Products, Price books, and Quotes (PPQ) capabilities. Quickly search, track, and manage millions of distinct products and services right inside the Insightly platform. Connect products and services to individual opportunities, eliminating human errors, bottlenecks, and inconsistencies. With Insightly’s PPQ, your field teams can generate custom quotes, contracts, and proposals for their opportunities with just a few clicks. Enjoy complete control and visibility into what you sell, to whom, when, and at what price. Use Insightly’s custom objects and apps to tailor workflows and processes to your unique business needs and preferences, ensuring high adoption and satisfaction. Use AppConnect to integrate Insightly with more than 500 popular apps. Insightly’s native CRM integrations include: Gmail Google Workspace & Google Apps Google Drive Quickbooks Online Xero Slack Dropbox Box MailChimp Evernote Zapier Facebook Lead Ads And more... Manage everything on the go with award-winning mobile applications for both Android and iOS. Scan business cards and upload all information in one click, update projects and records in real time, and enable your field team to create and update opportunities right at the client's location. Powerful in any vertical, Insightly CRM customers can add companion products for marketing automation, customer service, and integrations in the same platform. Insightly is trusted by more than a million users worldwide.

Product Website

Seller

Unbounce

Discussions

Insightly CRM Community

Languages Supported

English, French, Italian, Dutch, Portuguese, Spanish

Overview by

Travis Northup

Pricing

Pricing provided by Insightly CRM.

Plus

$29

/ user, per month (billed annually)

View More Pricing Information

Insightly CRM Integrations

(5)

Verified by Insightly CRM

Insightly CRM Media

Gain valuable insight into the most important aspects of your business: sales, productivity, regions, and relationships.

Insightly CRM Demo - Opportunity Kanban View

Powerful and flexible pipelines that automate your sales process

Insightly CRM Demo - Project Activity Panel

Use pipelines or milestones to track project deliverables and progress

Insightly CRM Demo - Contacts Lists Panel

Manage business relationships - customers, vendors and employees in one place

Enjoy full visibility and management of your business including dashboards via the Insightly app.

Official Downloads

(5)

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Keisha D.

Income Maintenance Caseworker

Small-Business (50 or fewer emp.)

4/14/2026

"Effortless Project Management with Insightly"

4.5/5

What do you like best about Insightly CRM?

I like that it's very easy to manage projects in Insightly CRM and add tasks, and keep track of them. Being a team manager, it's a lot easier when the project is added to Insightly, and we already have a predetermined list of tasks for each project. Setting up the project is user-friendly, and it ensures that staff completes all their tasks. The ability to report to my managers the percentage of projects that we are completing and the timing is very valuable as well. The initial setup on the site link was very easy. Review collected by and hosted on G2.com.

What do you dislike about Insightly CRM?

It seems like at certain times, I don't know if the system is updating. The interface will change and sometimes certain aspects won't be available. Reports won't be available or the size of the font will randomly increase, making it hard to see everything on the screen, so that could definitely be improved. Review collected by and hosted on G2.com.

Response from Harryson Pointdujour of Insightly CRM

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Hi Keisha! Thanks so much for sharing this, really appreciate it.

Glad to hear Insightly is making project management easier for you, especially with task templates and reporting. That kind of visibility into progress is exactly what we’re aiming for, so it’s great to hear it’s working well for your team.

On the issues you mentioned, that definitely doesn’t sound right. Things like reports not showing or the interface shifting around shouldn’t be happening, and I get how frustrating that can be. If you’re open to it, our support team can take a closer look and help figure out what’s going on.

Thanks again for the honest feedback, it really helps us improve.

See how Insightly CRM improved

Verified User in Consulting

Small-Business (50 or fewer emp.)

3/15/2026

"Great Dashboard, but Help and Support Made Full Implementation Impossible"

2.5/5

What do you like best about Insightly CRM?

I liked the dashboard on the home page, and I originally bought it because a colleague had used it to manage his speaking engagements, like planning a project but less complicated. We could never get it to do what he did; we suspect he had a legacy version, as his page and ours did not look the same. Review collected by and hosted on G2.com.

What do you dislike about Insightly CRM?

The Help function. We would ask a specific question, the automated function would send us a bunch of videos to watch, which never addressed our issue. Then it would take about 24 hours to get a response, and it still didn't resolve our issue. Finally, as a last step, we requested a human. Same routine, never actually answered our question. Therefore, we couldn't figure out how to use it fully, and we pulled out and cancelled after one year. It was impossible to implement it fully without getting our questions answered. I paid my team significant $$$ to figure it out, and we never could. Review collected by and hosted on G2.com.

Response from Harryson Pointdujour of Insightly CRM

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Thank you for taking the time to share your experience. It's great to hear you liked the dashboard, but sorry that the support experience made it difficult for your team to get the value you expected.

What you described is not the experience we want customers to have. While our help center and video resources are meant to provide quick answers, they should never replace clear, direct support when you have a specific question or implementation challenge. It’s frustrating to feel like you’re not getting the help you need, especially after investing time and resources into trying to make the platform work for your team.

Regarding the differences you noticed compared to your colleague’s setup, Insightly has evolved significantly over the years (in fact, we just completely revamped the free trial and setup experience to streamline implementation), and it’s possible they were using a different version or configuration. In many cases, similar workflows can still be recreated with the right setup, but we should have done a better job helping you get there.

If you’re open to it, we’d welcome the opportunity to learn more about what you were trying to accomplish and see if we can help. Feedback like yours helps us improve both our support experience and how we guide new customers through implementation. Feel free to email harryson.pointdujour@unbounce.com and include "G2 Review Response" in the subject line.

Thank you again for the honest feedback.

Han L.

Senior Application Engineer

Small-Business (50 or fewer emp.)

12/9/2025

"All-in-One CRM and Project Management Made Easy"

4/5

What do you like best about Insightly CRM?

What I like best about Insightly is how it combines CRM and project management in one platform, so you can track a customer from first lead all the way through delivery. It’s also very easy to use, with clean workflows and strong email and calendar integration. Review collected by and hosted on G2.com.

What do you dislike about Insightly CRM?

What I dislike about Insightly is that some advanced features, like deeper automation and reporting, are locked behind higher-tier plans. It can also feel a bit limited for very large sales teams compared to more powerful enterprise CRMs. Review collected by and hosted on G2.com.

What problems is Insightly CRM solving and how is that benefiting you?

Insightly CRM solves the problem of scattered customer data by keeping contacts, emails, deals, and projects all in one place. It also improves follow-up and accountability through automation, tasks, and workflow tracking. This benefits me by saving time, reducing missed follow-ups, and giving me a clear view of where every customer and deal stands. It ultimately helps me stay more organised and responsive. Review collected by and hosted on G2.com.

Response from Harryson Pointdujour of Insightly CRM

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Thanks for the thoughtful review, Han! So glad the combo of CRM and project management is making your workflow smoother and that the integrations are working well for you. I understand you have some concerns about scaling your team with the platform. I don't have your information on hand but please consider reaching out to the Growth team or a member of the CS team to look into your options. I appreciate you taking the time to share your experience.

Aravind G.

Senior Associate - Data

Staffing and Recruiting

Small-Business (50 or fewer emp.)

9/16/2025

"Insightly CRM: A Simple Yet Powerful Tool for Growing Businesses"

5/5

What do you like best about Insightly CRM?

Insightly CRM has a clean, user-friendly interface that makes it easy to track leads, contacts, and opportunities. The integration with Google Workspace, Outlook, and third-party apps is seamless, and I like that it combines project management and CRM in one tool. Review collected by and hosted on G2.com.

What do you dislike about Insightly CRM?

The reporting feature could be more advanced, and sometimes the customization options feel limited compared to bigger CRMs. It also takes time to set up automation properly. Review collected by and hosted on G2.com.

What problems is Insightly CRM solving and how is that benefiting you?

Insightly CRM is helping us solve the problem of scattered customer data and poor follow-up. Before, our sales pipeline and project tasks were tracked in multiple tools, which made things confusing and time-consuming. With Insightly, everything from lead capture to project delivery is in one place. This has improved team collaboration, reduced missed follow-ups, and given us a clear view of where each opportunity stands. The biggest benefit is time savings and better customer relationships because we can respond faster and more consistently. Review collected by and hosted on G2.com.

Response from Harryson Pointdujour of Insightly CRM

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Hi Aravind,

Thank you for taking the time to share your experience with Insightly CRM! We’re glad to hear you find the interface easy to use and that the project management tools are adding value. Your feedback is very important to us—we’re actively working on user experience enhancements you’ll see rolling out soon, aimed at making the platform even more impactful for customers like you.

Thanks again for sharing!

Jordan H.

Project Superintendent

Small-Business (50 or fewer emp.)

8/13/2025

"Insightly is a customizable and quality CRM platform which has improved our company organization"

4.5/5

What do you like best about Insightly CRM?

Insightly provides a customizable view on each tab within the software, allowing for only the most important information to be viewed easily. The amount of time saved by quickly reviewing our current progress, performance, scheduling, and communication with each client has allowed us to get more work done each week and communicate more effectively with clients. I use the mobile app multiple times throughout my day to quickly review scopes, find address and contact information, and remain current with my understanding of each ongoing job. Review collected by and hosted on G2.com.

What do you dislike about Insightly CRM?

While the software allows for a ton of customization, it can be confusing at first to figure out exactly how to format the view to your liking. Because there are so many options available, it can take time to navigate how each page works and how to make changes. However, Insightly had a rep come to our office and walk us thru how to make these changes. This helped us integrate the software quickly with no learning curve. Within the first week of use, I felt more comfortable than I did with our prior CRM. Review collected by and hosted on G2.com.

Response from Harryson Pointdujour of Insightly CRM

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Hey Jordan.Thanks for the kind words! It's great to hear that Insightly’s customization and mobile app help you work faster, stay organized, and keep projects moving. Glad our team could get you set up quickly so you could start seeing the benefits right away.

Regarding your feedback on formatting views to your liking, what sort of resources might have helped you get over this hurdle more quickly?

Zane M.

Business Development Manager

Small-Business (50 or fewer emp.)

8/12/2025

"Positive overall experience"

3.5/5

What do you like best about Insightly CRM?

I like the user interface and how easy it is to understand. It has basic limitations or you can opt in for more advanced options to represent your company data. I have been using it for 2 1/2 years and the transition from our previous software has been seamless. Implementing it was very easy and we use it daily. Linking it to our company's systems (integration) was very easy and the response time from their customer support team is very quick and friendly. Review collected by and hosted on G2.com.

What do you dislike about Insightly CRM?

I don't like that you have to manually update "contact confirmed" when Insightly automatically tracks the date of last activity. I think this should be an automated process. Review collected by and hosted on G2.com.

Response from Harryson Pointdujour of Insightly CRM

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Thanks for sharing your experience, Zane! So glad to hear the transition to Insightly was smooth and that you’ve found it easy to use and integrate with your tools. I'm intrigued about your comment regarding "contact confirmed." If you have a spare moment, please log in to Insightly and submit a support ticket mentioning this issue and include "G2 review" in the description or body. We can take a closer look and recommend next steps.

Byenda G.

Customer support manager

Mid-Market (51-1000 emp.)

12/10/2025

"A significant platform for customers relationships"

4/5

What do you like best about Insightly CRM?

The relationship mapping that provides visual representation of contacts Review collected by and hosted on G2.com.

What do you dislike about Insightly CRM?

Limited customization options with specific needs Review collected by and hosted on G2.com.

Response from Harryson Pointdujour of Insightly CRM

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Thanks for taking the time to share your feedback. We really appreciate it!

Giving your team clear line-of-sight into how contacts are connected is exactly what Insightly is designed to do, and it’s great to know it’s helping close gaps in customer insight. Thanks again for the thoughtful review and for choosing Insightly CRM!

Filippo T.

CTO & Co-Founder

Small-Business (50 or fewer emp.)

6/4/2025

"A Robust CRM Solution for Small to Mid-Sized Teams"

3.5/5

What do you like best about Insightly CRM?

Insightly CRM offers an intuitive interface and a powerful set of features that streamline contact management, project tracking, and sales pipeline visibility. Review collected by and hosted on G2.com.

What do you dislike about Insightly CRM?

The learning curve for automation and workflow setup can be a bit steep for new users. Additionally, occasional syncing delays with third-party integrations can disrupt workflow Review collected by and hosted on G2.com.

What problems is Insightly CRM solving and how is that benefiting you?

Insightly CRM helps us centralize all our customer and project information in one place, improving team collaboration and communication. It solves the problem of scattered data across emails, spreadsheets, and task managers. With its pipeline management and task tracking features, we’re able to better follow up on leads, stay on top of deadlines, and maintain strong relationships with our clients—ultimately increasing efficiency and customer satisfaction. Review collected by and hosted on G2.com.

Helen B.

Internal Account Manager

Small-Business (50 or fewer emp.)

4/14/2025

"Very flexible CRM to cater to a variety of requirements"

5/5

What do you like best about Insightly CRM?

The flexibility in being able to create your own custom fields, reports, templates, and dashboards. Very easy to use, after initial set up. Customer support has been excellent. Brian Revak has been our Customer Success Manager, and has been so helpful throughout the whole experience. Review collected by and hosted on G2.com.

What do you dislike about Insightly CRM?

Unable to merge data for 2 different Objects, but this can be worked around by creating custom fields within the relevant Object. Review collected by and hosted on G2.com.

What problems is Insightly CRM solving and how is that benefiting you?

We previously had lots of spreadsheets with customer contact details, which have now all been imported into Insightly. We can update the status of an Opportunity/Project instantly, giving full visibility to anybody that needs to know. New lists of contacts from Trade shows, can be instantly updated/imported. Visibility through the Dashboards of overviews of the status of various Objects. Review collected by and hosted on G2.com.

Verified User in Hospitality

Mid-Market (51-1000 emp.)

12/10/2025

"Fantastic app"

5/5

What do you like best about Insightly CRM?

CRM is a good software and provide better experience it is very easy to use and implementation Review collected by and hosted on G2.com.

What do you dislike about Insightly CRM?

Not any dislike in CRM software and not need any corrections Review collected by and hosted on G2.com.

Response from Harryson Pointdujour of Insightly CRM

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Thanks so much for the kind words. We're glad Insightly feels easy to use and gives you a smooth experience. Appreciate you taking the time to share your feedback!

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Inquiring about AI features

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Does Insightly CRM sync with my existing email account?

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Pricing Options

Pricing provided by Insightly CRM.

Plus

$29

/ user, per month (billed annually)

Professional

$49

/ user, per month (billed annually)

Enterprise

$99

/ user, per month (billed annually)

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