# Insightly CRM Reviews **Vendor:** Unbounce **Category:** [CRM Software](https://www.g2.com/categories/crm) **Average Rating:** 4.2/5.0 **Total Reviews:** 941 ## About Insightly CRM 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. ## Insightly CRM Pros & Cons **What users like:** - Users appreciate the **ease of use** of Insightly CRM, finding it simple to manage tasks and customer relations. (28 reviews) - Users enjoy the **easy customization** options in Insightly CRM, allowing tailored views and reports for their needs. (11 reviews) - Users value the **customizability** of Insightly CRM, allowing for tailored views and personalized features for their needs. (10 reviews) - Users appreciate the **ease of customization** in Insightly CRM, enabling tailored solutions for diverse needs. (9 reviews) - Users value the **feature richness** of Insightly CRM, which enhances project management and team organization effortlessly. (9 reviews) - Integrations (9 reviews) - Users value the **great customer support** from Insightly CRM, appreciating effective solutions and helpful self-help resources. (8 reviews) - Easy Tracking (8 reviews) - User Interface (7 reviews) - Features (6 reviews) **What users dislike:** - Users find the **learning curve steep** with automation setup, making onboarding challenging for beginners. (9 reviews) - Users find **limited customization** in Insightly CRM, restricting their ability to tailor reports and project management tools. (7 reviews) - Users find the **limited features** hinder the CRM's effectiveness and desire more customization options. (7 reviews) - Users find the **incomplete information** in Insightly CRM limits reporting capabilities and complicates user experience. (6 reviews) - Users find the setup process **time-consuming** , especially when compared to other platforms, which can hinder productivity. (6 reviews) - Users are frustrated by the **disorganized contact management** and unnecessary complexity of Insightly CRM's sales-driven features. (5 reviews) - Users feel the **pricing is high** , especially as advanced features come at a steep cost. (5 reviews) - Users express concerns over **missing features** , like limited email customization and lack of technical support, complicating their experience. (5 reviews) - Customization Issues (3 reviews) - Filtering Difficulty (3 reviews) ## Insightly CRM Reviews ### 1. Efficient CRM with Strong Reporting and Bulk Editing **Rating:** 4.5/5.0 stars **Reviewed by:** Seim K. | CRM and Data Coordinator, Small-Business (50 or fewer emp.) **Reviewed Date:** April 29, 2026 **What do you like best about Insightly CRM?** The features I use most and find the most valuable are bulk editing and reporting. The bulk editing function saves me a significant amount of time by allowing me to update multiple records at once instead of making changes individually. I also really like the drag‑and‑drop functionality when creating reports, which makes it quick and easy to customize the columns I want to include. An added benefit is how intuitive the platform is overall—the site is easy to navigate across different pages, which helps streamline my daily workflow. **What do you dislike about Insightly CRM?** One issue I’ve experienced with Insightly CRM is that when creating reports, filters don’t always work as expected. Even after applying a filter to exclude certain data, those records sometimes still appear in the report. Additionally, Insightly Marketing cannot link email campaigns directly to contacts in Insightly CRM, which makes it more difficult to track engagement and campaign impact at the contact level. **What problems is Insightly CRM solving and how is that benefiting you?** We struggled with managing outreach, tracking relationships, and building targeted contact lists, but now we can use Insightly CRM to send email campaigns, create filtered lists through reports, and link contacts, opportunities, and organizations in one place, which has improved organization, visibility into relationships, and overall efficiency. ### 2. Simple, Clean CRM That Keeps Sales Pipelines Organised **Rating:** 4.0/5.0 stars **Reviewed by:** Oliver B. | Analyst, Small-Business (50 or fewer emp.) **Reviewed Date:** April 29, 2026 **What do you like best about Insightly CRM?** What I like best about Insightly CRM is how simple and easy it is to use. The UI is clean and straightforward, so it’s easy to keep track of records and client interactions without things feeling too complicated. The email reminders are also really helpful for staying on top of follow-ups and making sure nothing gets missed. I also like the Leads and Opportunities features, as they make it much easier to manage the sales pipeline and keep deals organised. **What do you dislike about Insightly CRM?** One downside of Insightly CRM is that email reminders can sometimes be missed, which can affect follow-ups. It would also be useful to have better AI integration, such as automatically appending meeting notes or email summaries to client records to save time and improve record keeping. The Leads feature could be better suited to our sales process, as it would work more effectively if it were based around companies rather than individual names. Additionally, duplicate records could be managed better, as it can sometimes be difficult to spot and remove them efficiently. **What problems is Insightly CRM solving and how is that benefiting you?** Insightly CRM helps us keep track of opportunities, client interactions, reminders, and notes all in one place. This makes it much easier to stay organised, manage follow-ups, and ensure nothing gets missed throughout the sales process. ### 3. Flexible, Intuitive CRM That Scales with Your Sales Process **Rating:** 5.0/5.0 stars **Reviewed by:** Daniel O. | Regional Business Development Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** April 23, 2026 **What do you like best about Insightly CRM?** It's flexible. You can set up multiple sales pipelines and stages and move sales opportunities between them as they progress. Drag and drop, group edits and filters reduce the amount of time to add and maintain information. It can grow with you. As you learn more of the systems capabilities, it's easy to add them to your CRM process. Onboarding new employees and training them on the system is quick because it's intuitive. It's also cost effective, and we can show results in a meaningful way. **What do you dislike about Insightly CRM?** Although you can run it from a phone, the screen is crowded, and it's challenging to do more than record meeting notes via voice to text. **What problems is Insightly CRM solving and how is that benefiting you?** I use Insightly for forecasting, and it saves me around 1 hour a week over the previous process. It also improves forecasts because I can also look at multiple scenarios quickly which was too time consuming to be practical in previous processes. ### 4. Effortless Project Management with Insightly **Rating:** 4.5/5.0 stars **Reviewed by:** Keisha D. | Income Maintenance Caseworker, Small-Business (50 or fewer emp.) **Reviewed Date:** April 14, 2026 **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. **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. **What problems is Insightly CRM solving and how is that benefiting you?** Insightly CRM organizes our projects, ensures all tasks are completed, and makes it easy to track statistical information on task completion using a site link. **Official Response from Harryson Pointdujour:** > 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. ### 5. The perfect launchpad CRM for a growing business **Rating:** 2.5/5.0 stars **Reviewed by:** Roberto d. | TI Supervisor, Small-Business (50 or fewer emp.) **Reviewed Date:** April 24, 2026 **What do you like best about Insightly CRM?** Honestly, what I liked most about Insightly was how easy it was to get started. When we were a small team, we didn't have time to spend weeks on implementation or training. With Insightly, we were up and running in just a couple of days. **What do you dislike about Insightly CRM?** Reporting and analytics were probably my number one complaint. The built-in reports felt pretty limited, and whenever I needed something more custom or more visual, I usually ended up exporting to Excel and building it myself. That kind of defeats the purpose of having a CRM. **What problems is Insightly CRM solving and how is that benefiting you?** When we were starting out, customer information was scattered everywhere, emails, spreadsheets, sticky notes, people's heads. There was no single source of truth. Insightly fixed that immediately. ### 6. Modern, Intuitive Design That’s Easy to Navigate **Rating:** 4.0/5.0 stars **Reviewed by:** Anna K. | Director of Partner Support & Company Systems, Small-Business (50 or fewer emp.) **Reviewed Date:** April 30, 2026 **What do you like best about Insightly CRM?** It’s easy to navigate, with a modern, intuitive design that feels straightforward to use. **What do you dislike about Insightly CRM?** The text-formatting options within tasks are subpar. I also wish the dashboards were more dynamic and could be used with any report. **What problems is Insightly CRM solving and how is that benefiting you?** It helps us keep accurate records of our partners, purchases, and all the key information we need to know about them. ### 7. Great Dashboard, but Help and Support Made Full Implementation Impossible **Rating:** 2.5/5.0 stars **Reviewed by:** Verified User in Consulting | Small-Business (50 or fewer emp.) **Reviewed Date:** March 15, 2026 **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. **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. **What problems is Insightly CRM solving and how is that benefiting you?** n/a - we canceled at the one year mark. **Official Response from Harryson Pointdujour:** > 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. ### 8. User-Friendly CRM with Strong Integrations for Streamlined Management **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Small-Business (50 or fewer emp.) **Reviewed Date:** April 30, 2026 **What do you like best about Insightly CRM?** What I like most about Insightly CRM is its user-friendly interface and strong integration capabilities. It makes it easy to manage contacts, projects, and pipelines in a straightforward way, and it connects smoothly with tools like email and other business systems so everything stays streamlined in one place. **What do you dislike about Insightly CRM?** One downside of Insightly CRM is that some advanced features and customisation options can feel limited compared to more complex CRM systems. Reporting can also be a bit restrictive, especially if you need deeper insights or more flexible data analysis. **What problems is Insightly CRM solving and how is that benefiting you?** Insightly CRM is solving the challenge of managing customer relationships, sales pipelines, and projects in separate systems by bringing everything into one central platform. This helps keep all client information, communication, and workflows organised and accessible in one place. ### 9. All-in-One CRM and Project Management Made Easy **Rating:** 4.0/5.0 stars **Reviewed by:** Han L. | Senior Application Engineer, Small-Business (50 or fewer emp.) **Reviewed Date:** December 09, 2025 **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. **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. **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. **Official Response from Harryson Pointdujour:** > 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. ### 10. Insightly CRM: A Simple Yet Powerful Tool for Growing Businesses **Rating:** 5.0/5.0 stars **Reviewed by:** Aravind G. | Senior Associate - Data, Staffing and Recruiting, Small-Business (50 or fewer emp.) **Reviewed Date:** September 16, 2025 **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. **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. **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. **Official Response from Harryson Pointdujour:** > 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! ### 11. All My Work Files in One Place—Easy Access and Reliable Info **Rating:** 5.0/5.0 stars **Reviewed by:** Rodrigo M. | Warehouse management, Small-Business (50 or fewer emp.) **Reviewed Date:** April 28, 2026 **What do you like best about Insightly CRM?** Insightly has all the files I need for work, and it’s easy to access. The information is reliable, which helps me stay on top of my daily information and tasks. **What do you dislike about Insightly CRM?** Sometimes the font feels kind of small, but maybe that’s because I work on a tablet/laptop, and everything looks super small jaja. **What problems is Insightly CRM solving and how is that benefiting you?** We constantly access customers’ folders with files like photos and plan sets, and everything is well arranged, which makes it very accessible for day-to-day use. ### 12. Insightly is a customizable and quality CRM platform which has improved our company organization **Rating:** 4.5/5.0 stars **Reviewed by:** Jordan H. | Project Superintendent, Small-Business (50 or fewer emp.) **Reviewed Date:** August 13, 2025 **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. **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. **What problems is Insightly CRM solving and how is that benefiting you?** Insightly helps us solve project scheduling and organization with each job, which also helps us manage our overall schedule with multiple projects. **Official Response from Harryson Pointdujour:** > 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? ### 13. Positive overall experience **Rating:** 3.5/5.0 stars **Reviewed by:** Zane M. | Business Development Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** August 12, 2025 **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. **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. **What problems is Insightly CRM solving and how is that benefiting you?** It is helping us present data in an easy to understand format. **Official Response from Harryson Pointdujour:** > 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. ### 14. Convenient Way to Stay on Top of Daily Tasks **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Building Materials | Small-Business (50 or fewer emp.) **Reviewed Date:** April 23, 2026 **What do you like best about Insightly CRM?** The convenience of staying on top of daily tasks **What do you dislike about Insightly CRM?** When searching for an organization the scope seems to be too broad. **What problems is Insightly CRM solving and how is that benefiting you?** I like that when an outbound call is being made, the task becomes completed. ### 15. Easy to Use Platform That Keeps Our Company Organized **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Consulting | Small-Business (50 or fewer emp.) **Reviewed Date:** April 23, 2026 **What do you like best about Insightly CRM?** The platform is easy to use and helps keep our company organized **What do you dislike about Insightly CRM?** Making updates to our platform isn’t that intuitive and sometimes the changes have to be made in multiple different areas even though I feel like they should be connected. **What problems is Insightly CRM solving and how is that benefiting you?** Primarily the CRM helps us keep our contacts, opportunities, and projects organized; and allows us to run detailed reports. ### 16. A Robust CRM Solution for Small to Mid-Sized Teams **Rating:** 3.5/5.0 stars **Reviewed by:** Filippo T. | CTO & Co-Founder, Small-Business (50 or fewer emp.) **Reviewed Date:** June 04, 2025 **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. **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 **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. ### 17. Very flexible CRM to cater to a variety of requirements **Rating:** 5.0/5.0 stars **Reviewed by:** Helen B. | Internal Account Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** April 14, 2025 **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. **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. **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. ### 18. Fantastic app **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Hospitality | Mid-Market (51-1000 emp.) **Reviewed Date:** December 10, 2025 **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 **What do you dislike about Insightly CRM?** Not any dislike in CRM software and not need any corrections **What problems is Insightly CRM solving and how is that benefiting you?** it is very suitable for business purpose and solve my many problems **Official Response from Harryson Pointdujour:** > 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! ### 19. Why Look Else Where **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Primary/Secondary Education | Small-Business (50 or fewer emp.) **Reviewed Date:** April 11, 2025 **What do you like best about Insightly CRM?** Insightly is so easy to use. We group potential customers in opportunities where you can view them all and make visible notes without having to click into each organisation, this way you can see who has bought and who hasn't. Getting set up is easy and depending on which subscription you've chosen, you may also have a number of meetings with your Insightly rep where you can discuss how to get the most from the product. We have been able to integrate Insightly with our website so that whenever anyone reaches out, they are added to the CRM. **What do you dislike about Insightly CRM?** Being able to email from the CRM is great, however you can only email 50 at one time. **What problems is Insightly CRM solving and how is that benefiting you?** Insightly allows us to be able to view potential customers and out customers in one place. We can even break them down into different sections and contact them with different messages. We also use the marketing side too, which allows greater levels of integration. ### 20. Easy to use, but has a view limitations for what I need **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising | Small-Business (50 or fewer emp.) **Reviewed Date:** August 05, 2025 **What do you like best about Insightly CRM?** It has a user friendly interface, it's an all-in-one platform, its customizable, and makes management of internal tasks/project more organizable and digestible. **What do you dislike about Insightly CRM?** It has limited custom reporting and advance features are highly expensive. **What problems is Insightly CRM solving and how is that benefiting you?** Insightly is streamlining operations, centralizing customer data, and improving visibility across teams. It is benefiting my by consolidating contacts, emails, project notes, and communication history in one platform. ### 21. Second Only to Salesforce **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Manufacturing | Small-Business (50 or fewer emp.) **Reviewed Date:** February 03, 2025 **What do you like best about Insightly CRM?** I have used Salesforce it had some more robust features. The one that stuck out so much to me was tha capabilites with merge variables and automations. I think the Workato (app connect) feature) aims to solve this and it does a good job. I think my absolute favorite part has been the customer service. Our reps from Insightly have been absolutely invaluable. Brian Revak is our rep and has left no question unanswered for our team and has helped me with resources like time with engineers to solve problems. **What do you dislike about Insightly CRM?** I think that Insightly is a little confusing to get started with compared to Salesforce. There is a higher barrier of entry that in my opinion neccesitates having a success rep help you. I am not sure if that is ideal to require your product have a guide that I still use weekly 6+ months into working in the platform. I could also be stupid? Jury is out on that one but I do think the barrier for entry is high. I also believe the AppConnect project to be very difficult to get your arms around and use. Again, could be my problem but I have had an engineer join in and it took us 2ish hours to get an automation together to just make leads from Calendly enter automatically and not duplicate when a follow up Calendly is created. This is something that should be far easier in my opinion. I hope I see your team leverage Ai in this department because given Workato runs on logic AI would likely be able to create recipes for people, test them and make adjustments based on feedback given on failures until it works correctly. **What problems is Insightly CRM solving and how is that benefiting you?** Previously we used pen and paper to manage our customer relationships ### 22. So far so good **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Construction | Small-Business (50 or fewer emp.) **Reviewed Date:** August 12, 2025 **What do you like best about Insightly CRM?** I like the ability to view all clients and information with a quick glance and click of a button. Website layout works well and it can be easily modified for specific jobs. **What do you dislike about Insightly CRM?** The filter set up is a little what’s the difficult. **What problems is Insightly CRM solving and how is that benefiting you?** Tracking of client Info and receipts **Official Response from Harryson Pointdujour:** > Thanks for the feedback! I'm glad Insightly makes it easy for you to view and manage client info. I hear you on the filter setup — the product team is looking at ways to make it even simpler to use. Please reach out if you need more help. ### 23. Great and customizable - perfect for startups and orgs needing to shift how they store data **Rating:** 4.0/5.0 stars **Reviewed by:** Jen A. | Operational Excellence Manager & Executive Assistant, Small-Business (50 or fewer emp.) **Reviewed Date:** October 29, 2024 **What do you like best about Insightly CRM?** As our organization grows and changes we need to shift how we use our CRM. We love being able to add custom fields. The integrations are many. Collection of contact info from Outlook saves a lot of manual data entry. Exporting and importing data for use in other platforms, and/or reporting to pare down what is there for those on the team without access to the CRM. **What do you dislike about Insightly CRM?** It's an investment for a small organization, but it's been worth it for us. Some of the integrations add extra cost. **What problems is Insightly CRM solving and how is that benefiting you?** Insightly CRM brings together the contact info and other data we need to keep track of. We are constantly shifting. We have new and discontinued workstreams. Being able to add fields and do our own customization has been key to making it work for us. We also use Insightly Marketing, which is great to manage communications on an integrated platform. ### 24. One of the most useful business tools I have seen **Rating:** 4.5/5.0 stars **Reviewed by:** Bismark D. | Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** March 08, 2020 **What do you like best about Insightly CRM?** Insightly is very responsive. The search feature is amazing. I find the interface simple to navigate and when it's time to automate, insightly has powerful automation features. The CRM is user friendly enough to use daily. **What do you dislike about Insightly CRM?** I find the price to be high. Also, in every price tear there are new features. All features should be represented with every price tears with limitations based on the price level you purchase. For example, products are only available with the top tier for $100 USD per month. With lower price tears this feature should be available perhaps with a limitation on total products able to list. Also, I wish I could change the orange look **Recommendations to others considering Insightly CRM:** Absolutely give this CRM a serious look. The company is very active in its development, Tons of videos. Define your needs carefully and give Insightly a run. **What problems is Insightly CRM solving and how is that benefiting you?** Building a cabinetry business. Insightly's unique linking feature allows me to link everyone and everything to prospects, customers and projects, an ideal feature when need data about any projectin the future. ### 25. Love your CRM its so easy and fun **Rating:** 5.0/5.0 stars **Reviewed by:** Dan L. | National Sales Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** April 15, 2025 **What do you like best about Insightly CRM?** I like how easy you can upload documnets and get proposals made from one place. **What do you dislike about Insightly CRM?** Nothing I use it 1000 times a day and ill never switch. It does glitch here and there but for the cost who cares. **What problems is Insightly CRM solving and how is that benefiting you?** Keeping everything all in one place. I have all my customers in one place and all my Franchises love it too ### 26. Flexible & Customisable **Rating:** 4.0/5.0 stars **Reviewed by:** Vanshika G. | Associate Account Manager - Brand Solutions, Mid-Market (51-1000 emp.) **Reviewed Date:** August 06, 2025 **What do you like best about Insightly CRM?** Very easy to use and has helped me transform my projects in a great way. **What do you dislike about Insightly CRM?** It is a little time consuming as compared to other platforms. **What problems is Insightly CRM solving and how is that benefiting you?** It has helped me manage and transform my projects in the most effective way. ### 27. Game-Changer for Our Small Business **Rating:** 5.0/5.0 stars **Reviewed by:** Kassie M. | Business Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** April 08, 2025 **What do you like best about Insightly CRM?** Insightly has completely transformed how we manage our projects. The interface is intuitive, the features are exactly what we need, and it keeps our team organized and on track. **What do you dislike about Insightly CRM?** More integration options would be great. **What problems is Insightly CRM solving and how is that benefiting you?** Insightly CRM provides great project management. From task tracking to client communication, everything is seamless. ### 28. Powerful and Easy to Use CRM **Rating:** 5.0/5.0 stars **Reviewed by:** Greg E. | Project Engineer, Small-Business (50 or fewer emp.) **Reviewed Date:** April 08, 2025 **What do you like best about Insightly CRM?** Very easy to use and lots of options for customization for specific uses. **What do you dislike about Insightly CRM?** Took a couple months to learn and setup systems to make the CRM useful. **What problems is Insightly CRM solving and how is that benefiting you?** Keeping organized on all projects and stages. ### 29. An easy to use and customisable CRM **Rating:** 4.0/5.0 stars **Reviewed by:** Andrew V. | Website and CRM Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** October 29, 2024 **What do you like best about Insightly CRM?** Insightly is easy to use and highly customisable. We've created a number of custom objects and custom fields within those to manage everything from donations to shop orders to event registrations. Integrations with Facebook, Shopify and our CMS were easy to set up and manage. Customer service and techinncal support has also been excellent. **What do you dislike about Insightly CRM?** As with all CRMS there are minor things I'd like to change, but nothing significant. Having USA-based support can sometimes cause delays. **What problems is Insightly CRM solving and how is that benefiting you?** By recording key customer touchpoints (donations, shop orders, meetings, event registrations) we have a better picture of how our stakeholders interact with us. This also means we can more easily report on our activities and their impact. ### 30. CRM Recommendation. **Rating:** 4.0/5.0 stars **Reviewed by:** Richman T. | Accountant/Administration Officer, Mid-Market (51-1000 emp.) **Reviewed Date:** May 28, 2025 **What do you like best about Insightly CRM?** Its Flexibility and easy to use applications for for different industry. **What do you dislike about Insightly CRM?** Can be complex to a beginner for the first time. **What problems is Insightly CRM solving and how is that benefiting you?** Management of firms activities, sales tracking and inventory control, project management functions, and integration with other management tools. ### 31. Great Easy to use CRM **Rating:** 5.0/5.0 stars **Reviewed by:** Alexander G. | Application Support Specialist, Mid-Market (51-1000 emp.) **Reviewed Date:** November 18, 2024 **What do you like best about Insightly CRM?** How easy it is to track all of my projects and update tasks and notes while working on them. It is very easy to link emails to Insightly so everything can be tracked in the project. **What do you dislike about Insightly CRM?** When searching for a project name, sometimes you will click on the sales portion of the project by accident as the search gives yoy everything related to what you are searching for. **What problems is Insightly CRM solving and how is that benefiting you?** It allows us to track all of our client's information as projects to make it easy to find all the information needed for my work. ### 32. Love the reporting and Dev capability of Insightly CRM **Rating:** 3.5/5.0 stars **Reviewed by:** Jai J. | Senior Manager, Information Technology and Services, Mid-Market (51-1000 emp.) **Reviewed Date:** October 30, 2024 **What do you like best about Insightly CRM?** I love the ease with which a developer can work with Insightly tool and it really helps me in configuring my reports whcih I need to generate. It also allwed me to integrate Insightly with external sysytem using its AppConnect feature **What do you dislike about Insightly CRM?** The documentation is overwhelming and scattered across - not the API side of things but in general in terms of support documentation, which I believe could be improved and could be brought more focussed **What problems is Insightly CRM solving and how is that benefiting you?** We need a CRM tool to track down our sales and do reporting on the same and Insightly is helping our client to achieve it ### 33. Best CRM Experience EVER!! **Rating:** 5.0/5.0 stars **Reviewed by:** Courtney H. | Administrative Assistant, Small-Business (50 or fewer emp.) **Reviewed Date:** July 18, 2024 **What do you like best about Insightly CRM?** As an integration specialist and sales support team member for our company dedicated to helping non-profits raise money, I can confidently say that Insightly is a game-changer for our operations. Their CRM software seamlessly integrates with our existing tools, streamlining our workflow. Insightly's intuitive interface and robust features, such as customizable pipelines, customizable objects, and detailed reporting, empower us to focus more on nurturing client relationships with precision and efficiency. The ability to automate tasks and workflows has significantly boosted our productivity, allowing us to focus more on delivering impactful fundraising solutions. Insightly has truly become an indispensable tool in our mission to support non-profits, offering reliability and scalability that align perfectly with our organizational goals. What TRULY sets Insightly apart is the exceptional support we receive from our Customer Success Manager. His deep understanding of our unique needs as a business has been invaluable and he goes above and beyond to ensure that we maximize our use of Insightly, providing personalized guidance, training sessions, and prompt responses to any questions or challenges we encounter. **What do you dislike about Insightly CRM?** While reflecting on my experience with Insightly, I find little to dislike about the platform. It meets our needs exceptionally well, and any minor issues we encountered were promptly addressed by their responsive support team. **What problems is Insightly CRM solving and how is that benefiting you?** Insightly CRM is instrumental in solving several key challenges for our company. It helps us streamline client management by centralizing data, allowing us to track interactions and campaigns efficiently. This capability not only enhances our relationship-building with clients, but also improves our campaign effectiveness through better-targeted outreach and personalized communications. Insightly's automation features further boost our productivity, freeing up time for strategic planning and enabling us to focus more on our mission of supporting non-profits in achieving their fundraising goals effectively. ### 34. Great for Sales, But Falls Short for Simple Contact Management Needs **Rating:** 2.5/5.0 stars **Reviewed by:** Verified User in Education Management | Small-Business (50 or fewer emp.) **Reviewed Date:** October 29, 2024 **What do you like best about Insightly CRM?** The platform does have some useful contact management features, **What do you dislike about Insightly CRM?** We implemented Insightly CRM, hoping it would streamline our contact management needs. However, we found that it is very sales-driven, with most features centered around sales pipelines, leads, and opportunity tracking. As an organization that does not sell anything but primarily uses a CRM to compile, organize, and manage contact data, we found that these sales-focused features added unnecessary complexity and clutter to our workflow. **What problems is Insightly CRM solving and how is that benefiting you?** Insightly CRM is primarily solving problems related to sales management. However, because our organization doesn't conduct sales, these benefits don’t align with our needs. We mainly require a system for compiling and organizing contact information, and Insightly’s sales-centric features don’t directly benefit us. The platform's strength lies in sales support, but it lacks the flexibility to accommodate simpler contact management tasks effectively. ### 35. Insightly CRM review **Rating:** 5.0/5.0 stars **Reviewed by:** Marc O. | Sales Development Specialist, Small-Business (50 or fewer emp.) **Reviewed Date:** September 11, 2024 **What do you like best about Insightly CRM?** Integration Capabilities Insightly offers a wide range of third-party integrations with popular tools like QuickBooks, Slack, Mailchimp, and Microsoft Teams, making it easier for businesses to sync data across multiple platforms. Additionally, its API allows for custom integrations, which is ideal for companies looking to further expand its functionality. The platform also integrates with marketing automation tools, such as Insightly Marketing, allowing users to manage campaigns, track leads, and nurture customer relationships without switching between different systems. **What do you dislike about Insightly CRM?** Some users may find the learning curve slightly steeper when it comes to mastering the platform’s more advanced features. But once familiar with its functionality, teams can take full advantage of the range of tools Insightly offers. **What problems is Insightly CRM solving and how is that benefiting you?** Insightly excels in its reporting and analytics capabilities. The CRM provides detailed reports on sales pipelines, team performance, and customer insights, allowing users to make data-driven decisions. The dashboard customization options also enable users to track KPIs and metrics relevant to their goals. ### 36. Improved our capability to manage complex sales pipelines **Rating:** 4.0/5.0 stars **Reviewed by:** Jose Luis P. | Quality Assurance Specialist, Telecommunications, Mid-Market (51-1000 emp.) **Reviewed Date:** November 06, 2024 **What do you like best about Insightly CRM?** It is an excellent tool for archiving customers’ information, potential leads, and opportunities, as well as tracking sales related processes. It is easy to master and very flexible in utility, which has helped it fit smoothly into the usage patterns of our entire sales team. **What do you dislike about Insightly CRM?** There is the inconvenience of forming reports with certain statistical values or settings. This denies analytical access to other important areas of our business including product lines, geography and sales persons themselves. **What problems is Insightly CRM solving and how is that benefiting you?** Sales data are consolidated, allowing Insightly CRM to cut through data silos and enhance customer relationship management. The work-flow of the platform is designed in a very simple manner so that the whole sales team can get engaged. ### 37. Easy to work with **Rating:** 4.5/5.0 stars **Reviewed by:** Nathalie H. | Customer Care manager, Small-Business (50 or fewer emp.) **Reviewed Date:** October 31, 2024 **What do you like best about Insightly CRM?** It's easy to understand and work with. There are multiple fuctions and customizations for the user's need. I also like the dashboards and views to organize tasks and track activity. The reports are also very helpful. **What do you dislike about Insightly CRM?** The task view can be improved. It is simple but lacks more functions. **What problems is Insightly CRM solving and how is that benefiting you?** Organize our business, track sales, create reports and manage daily activities within the organization. ### 38. User Friendly **Rating:** 5.0/5.0 stars **Reviewed by:** Kathy T. | Vice President of Operations, Small-Business (50 or fewer emp.) **Reviewed Date:** November 05, 2024 **What do you like best about Insightly CRM?** The videos for self help are extremely helpful, additionally the ability to have a support contact or the management success team as well. **What do you dislike about Insightly CRM?** The downside to Insightly is having set up different Marketing tools, however the support team steps in to help. **What problems is Insightly CRM solving and how is that benefiting you?** Having a database and maintaining the files per client. ### 39. Energy Consultant **Rating:** 4.0/5.0 stars **Reviewed by:** John R. | Energy Consultant, Small-Business (50 or fewer emp.) **Reviewed Date:** February 22, 2023 **What do you like best about Insightly CRM?** Helps keep track of customers, running reports to assist with stats and trends, follow-up dates, self-automation, and integrating with Gmail, calendar, etc. **What do you dislike about Insightly CRM?** Minor bugs, and constant refreshing while working on notes or updates caused me to lose the notes that I took. **What problems is Insightly CRM solving and how is that benefiting you?** Data gathering, reaching out to clients, follow-ups, data for opportunities won. This causes me to be more productive in knowing when and who to reach out to. Our business performance has increased and we have great statistics to back it up. ### 40. Testing done successfully **Rating:** 3.5/5.0 stars **Reviewed by:** Naman M. | Salesforce Manager, Information Technology and Services, Mid-Market (51-1000 emp.) **Reviewed Date:** December 03, 2024 **What do you like best about Insightly CRM?** Tried to use this CRM product and it seems that it is very easy to use and implement. Also have multiple features along side their customer support is very helpful they helped in integrating the software. I have been useing it for a long time. It is easy to use. **What do you dislike about Insightly CRM?** Not much of similarities like Salesforce and Zoho **What problems is Insightly CRM solving and how is that benefiting you?** Helping me to save the data and harminizing it ### 41. Extremely comprehensive **Rating:** 5.0/5.0 stars **Reviewed by:** Cornell A. | Mediation Coordinator/ Intake Specialist/ Court liaison, Alternative Dispute Resolution, Small-Business (50 or fewer emp.) **Reviewed Date:** October 29, 2024 **What do you like best about Insightly CRM?** That the data I need can be found easy and reduces the time needed for other work. **What do you dislike about Insightly CRM?** Some times I have to add fields in order to get the information that I need **What problems is Insightly CRM solving and how is that benefiting you?** calculating cases and distiguishing one participant from another **Official Response from Harryson Pointdujour:** > Thanks so much for sharing your experience! We’re glad to hear Insightly helps you find what you need quickly and spend less time digging through data. Your point about adding fields is a good one—customization is key, but it shouldn’t slow you down. We’re continuing to improve how data capture and visibility work so you can track what matters most without extra setup. ### 42. Ease Of Use. **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Alternative Dispute Resolution | Small-Business (50 or fewer emp.) **Reviewed Date:** October 29, 2024 **What do you like best about Insightly CRM?** Dashboard cards are most helpful as a case manager. The reporting tool is also user friendly and easy to learn. **What do you dislike about Insightly CRM?** Certain fields that get added such as (Closed/Referred to CMC) don't reflect on the pipeline the same way (Closed/No contaact) would for instance. **What problems is Insightly CRM solving and how is that benefiting you?** Insightly solved a problem we were having with the reporting numbers. Now reports are accurate and there is no double work we have to do as a staff during reporting periods. ### 43. reports **Rating:** 4.5/5.0 stars **Reviewed by:** Caroline l. | Key Account Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** September 25, 2024 **What do you like best about Insightly CRM?** Ease of use, and number of features Accessibilty to company information from one source **What do you dislike about Insightly CRM?** I cannot export data to Excel or in CSV format **What problems is Insightly CRM solving and how is that benefiting you?** Central source of company information ### 44. Insightly CRM **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** November 05, 2024 **What do you like best about Insightly CRM?** The ease in navigating the dashboard, and it has a lot of features that assist with my day-to-day operations. **What do you dislike about Insightly CRM?** The CRM seems to time out very frequently. It is not easy to go back and have to enter the project name again. **What problems is Insightly CRM solving and how is that benefiting you?** It stores all of the files and I am able to make notes and assign tasks easily. ### 45. It does what we need it to do **Rating:** 4.5/5.0 stars **Reviewed by:** Doug B. | Vice President for Client Services, Small-Business (50 or fewer emp.) **Reviewed Date:** February 16, 2024 **What do you like best about Insightly CRM?** It meets our needs. that might not sound very glowing, but it is meant to be. It does what we need it to do. It is very customizable without being too complicated. There are more integrations possible through app connect. I wish I had time to build these out. We have the support plan. They are responsive and helpful. **What do you dislike about Insightly CRM?** As with most things there are features I wish it had and little annoyances I wish they would fix. For example, it often adds logos and images from emails (that are saved to teh CRM) to teh files section. Even though I have turned off (include attachments). I wish there was a way to mass delete files so I could get rid of these. but you have to delete images one by one. So I dont'. I dont' use the phone app much. It's not so bad, but it doesn't integrate with my work flow. I work almost exclusively on the browser interface. I wish there was a more seamless way to log phone calls and tie them to an organization instead of just to an individual. **What problems is Insightly CRM solving and how is that benefiting you?** one place for all client contacts and communications. tracking client renewals. Tracking client projects ### 46. Has helped our solar business soar **Rating:** 5.0/5.0 stars **Reviewed by:** Challyn R. | Director of Customer Experience, Mid-Market (51-1000 emp.) **Reviewed Date:** October 23, 2024 **What do you like best about Insightly CRM?** Dashboards, email/sms notis, search functionality **What do you dislike about Insightly CRM?** Only allows you to have 8 filters in reports-we need more! **What problems is Insightly CRM solving and how is that benefiting you?** tracking over 14,000 customer projects ### 47. Very flexible and customizable CRM **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Non-Profit Organization Management | Small-Business (50 or fewer emp.) **Reviewed Date:** July 16, 2024 **What do you like best about Insightly CRM?** We have a unique community management need and the adapatability of insightly is a great fit. We can build the functionality we need without spending thousands of dollars with a developer. **What do you dislike about Insightly CRM?** It could be becase we have done a lot of configuring, but we run into bugs that the insightly team can't fix. **What problems is Insightly CRM solving and how is that benefiting you?** Insightly lets all of our consultants share intelligence. In addition to creating a highly useful searchable body of institutional knowledge, it also helps us see trends. ### 48. Insighty for improved efficiency in association management **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Non-Profit Organization Management | Mid-Market (51-1000 emp.) **Reviewed Date:** November 16, 2023 **What do you like best about Insightly CRM?** Insightly is very user friendly and customizable to fit your specific needs. It also has connectivity features so external forms can be connected to Insightly. Data can also be connected within Insightly, such as connecting contacts and organizations to request and project records. It supports team collaboration and accountability. Overall, it massively improves the efficiency of my team. **What do you dislike about Insightly CRM?** There are not many things I dislike about Insightly. One issue is the Actual Close Date does not autofill if the request is closed and marked as Lost/Abandoned. The interface for customizing objects and fields in System Settings could also be more user friendly. **What problems is Insightly CRM solving and how is that benefiting you?** Insightly helps us track permission and licensing for intellectual property. We are able to use the pipeline to track each step in the process. Managing contacts and connecting them to requests and projects is also very useful. Overall, we are able to generate more profit because Insightly increases our capacity to execute licensing agreements and collect licensing fees. **Official Response from Harryson Pointdujour:** > Thank you for sharing your experience with Insightly. So great to hear that it has helped you track permission and licensing for intellectual property, manage contacts, and increase your capacity to execute licensing agreements and collect licensing fees. We'll take note of your feedback regarding the Actual Close Date and the interface for customizing objects and fields for future enhancements. ### 49. A great CRM system for small businesses **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Small-Business (50 or fewer emp.) **Reviewed Date:** October 29, 2024 **What do you like best about Insightly CRM?** The CRM system allows us to manage our prospects quickly and efficiently and track engagement **What do you dislike about Insightly CRM?** The on boarding process can be a bit much for new users **What problems is Insightly CRM solving and how is that benefiting you?** Insightly allows us to manage our contact database to send communications ### 50. Customized project management **Rating:** 5.0/5.0 stars **Reviewed by:** Dawn B. | Custom Projects Coordinator, Mid-Market (51-1000 emp.) **Reviewed Date:** July 23, 2024 **What do you like best about Insightly CRM?** I like the KanBan view for tracking projects and the ability to pull reports, filter projects, and customize fields for our business needs. **What do you dislike about Insightly CRM?** Wish we could customize more fields in kanban view, assign colors for categorization, priorities, etc. **What problems is Insightly CRM solving and how is that benefiting you?** Project management ## Insightly CRM Discussions - [Inquiring about AI features](https://www.g2.com/discussions/inquiring-about-ai-features) - 1 comment, 2 upvotes - [What sales anayltics options come with the platform?](https://www.g2.com/discussions/what-sales-anayltics-options-come-with-the-platform) - 1 comment, 1 upvote - [Does Insightly have any email or marketing automation features?](https://www.g2.com/discussions/does-insightly-have-any-email-or-marketing-automation-features) - 1 comment, 1 upvote - [Do I need custom code for Insightly's integrations?](https://www.g2.com/discussions/do-i-need-custom-code-for-insightly-s-integrations) - 1 comment, 1 upvote - [What is Insightly CRM used for?](https://www.g2.com/discussions/what-is-insightly-crm-used-for) - 1 comment, 1 upvote - [View Insightly CRM pricing details and edition comparison](https://www.g2.com/products/insightly-crm/reviews?section=pricing&secure%5Bexpires_at%5D=2026-05-19+04%3A43%3A29+-0500&secure%5Bsession_id%5D=834616c3-64d5-420c-bbf4-b70e4a34f39a&secure%5Btoken%5D=fc3e7e11e8ed9052381de3d175694cde6ad264bf4e5edf93b7cc5781e65be7fc&format=llm_user) ## Insightly CRM Integrations - [Egnyte](https://www.g2.com/products/egnyte/reviews) - [Harvest](https://www.g2.com/products/harvest/reviews) - [Intuit Mailchimp Email Marketing](https://www.g2.com/products/intuit-mailchimp-email-marketing/reviews) - [Microsoft 365](https://www.g2.com/products/microsoft365/reviews) - [Microsoft Outlook](https://www.g2.com/products/microsoft-outlook/reviews) - [QuickBooks Online](https://www.g2.com/products/quickbooks-online/reviews) - [Slack](https://www.g2.com/products/slack/reviews) - [Smartsheet](https://www.g2.com/products/smartsheet/reviews) - [Zapier](https://www.g2.com/products/zapier/reviews) ## Insightly CRM Features **Sales Force Automation** - Contact & Account Management - Opportunity & Pipeline Mgmt. - Task / Activity Management - Territory & Quota Management - Desktop Integration - Product & Price List Management - Quote & Order Management - Customer Contract Management **Marketing Automation** - Email Marketing - Lead Management - Marketing ROI Analytics **Agentic AI - Sales Analytics** - Autonomous Task Execution - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance **Customer Support** - Case Management - Customer Support Portal - Knowledge Base - Call Center Features - Support Analytics **Data Sourcing** - Data Sourcing - Exporting & Sharing Data - Multi-Device Data Visualization - Interactive Dashboards - Data Segmentation **Reporting & Analytics** - Reporting - Dashboards - Forecasting **Predictive Analytics** - Lead Scoring - Opportunity Scoring - Risk Analysis - Live Forecasting **Mobile & Social** - Social Collaboration Features - Social Network Integration - Mobile User Support **Sales Management** - Live Pipeline Management - Sales Gamification - Account-Based Analytics - Activity Tracking **Platform** - Customization - Workflow Capability - User, Role, and Access Management - Internationalization - Sandbox / Test Environments - Document & Content Mgmt. - Performance and Reliability - Output Document Generation **Integration** - Data Import & Export Tools - Integration APIs - Breadth of Partner Applications **Generative AI** - AI Text Generation **Agentic AI - CRM** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making ## Top Insightly CRM Alternatives - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) - 4.4/5.0 (24,584 reviews) - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) - 4.4/5.0 (13,166 reviews) - [Pipedrive](https://www.g2.com/products/pipedrive/reviews) - 4.3/5.0 (2,988 reviews)