1. [Home](https://www.g2.com/) 2. ... 3. [CRM Software](https://www.g2.com/categories/crm) 4. [Insightly CRM Discussions](https://www.g2.com/products/insightly-crm/discuss) [ ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_757d0364afd1effbea535cb62844bd90/insightly-crm.png "Product Avatar Image") ![Reward for good Insightly CRM reviews](https://images.g2crowd.com/uploads/report_medal_translation/image/24183/medal.svg "Reward for good Insightly CRM reviews") ](/products/insightly-crm/reviews) [ Insightly CRM ](/products/insightly-crm/reviews) (944)4.2/5 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. Show More * * * ### 45.0 Nps Score Already have Insightly CRM? ### All Insightly CRM Discussions Search Most CommentedMost HelpfulPinned by G2Newest All DiscussionsDiscussions with CommentsPinned by G2Discussions without Comments FilterFilter Filter byExpand/Collapse Sort by Most Commented Most Helpful Pinned by G2 Newest Filter by All Discussions Discussions with Comments Pinned by G2 Discussions without Comments ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User") G2 Verified User • 5 months ago More Options - [ # Inquiring about AI features ](/discussions/inquiring-about-ai-features) Does Insightly have any AI features in the CRM? [ CRM Software ](https://www.g2.com/tags/crm-software)[ Sales Analytics Software ](https://www.g2.com/tags/sales-analytics-software) * * * \<0\>0\>Upvotes * * * 1 Comment [![linkedin](/assets/social-logos/linkedin-afe65e46604a5bd5105ab9c856116204040b6b3f2b2d42562fc8071ca0c48ca0.svg "linkedin")](https://www.linkedin.com/shareArticle?mini=true&summary=Ask+Insightly+CRM+questions+and+get+answers+from+expert+users+in+our+Insightly+CRM+Discussions+section.&title=Insightly+CRM+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Finsightly-crm%2Fdiscuss) [![twitter](/assets/social-logos/twitter-61aaec80434c71387b8f7326e480592eae71c0a65afd051d66fce9b75a9bf417.svg "twitter")](https://twitter.com/intent/tweet?text=Insightly+CRM+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Finsightly-crm%2Fdiscuss&via=G2dotcom) [![facebook](/assets/social-logos/facebook-350d0b410d6b10debcf893050e803a8633d53561aa42807b087b8daf9be3668f.svg "facebook")](https://www.facebook.com/sharer/sharer.php?u=https%3A%2F%2Fwww.g2.com%2Fproducts%2Finsightly-crm%2Fdiscuss) [![gmail](/assets/social-logos/gmail-6db42f21e7c254fae201b112bef0dd15d25223a5cbb32691ce80eab43761eadf.svg "gmail")](https://mail.google.com/mail/?view=cm&fs=1&tf=1&to=&su=Insightly+CRM+Discussions+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fproducts%2Finsightly-crm%2Fdiscuss%0aAsk+Insightly+CRM+questions+and+get+answers+from+expert+users+in+our+Insightly+CRM+Discussions+section.) [![mail](/assets/social-logos/mail-d55c53b04bf49872e40cd2443b85a99caa23394e6cf154ae32a9d08377c15d86.svg "mail")](mailto:?subject=Insightly+CRM+Discussions+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fproducts%2Finsightly-crm%2Fdiscuss%0aAsk+Insightly+CRM+questions+and+get+answers+from+expert+users+in+our+Insightly+CRM+Discussions+section.) ![copy_link](/assets/social-logos/copy_link-05d8dc5dc8576fc78425ad34d07241b060878835e555a30417ff41c18335e575.svg "copy\_link") ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User") G2 Verified User • 4 months ago More Options - [ # Does Insightly CRM sync with my existing email account? ](/discussions/does-insightly-crm-sync-with-my-existing-email-account) Does Insightly CRM sync with my existing email account? [ CRM Software ](https://www.g2.com/tags/crm-software)[ Sales Analytics Software ](https://www.g2.com/tags/sales-analytics-software)[ Sales Tools ](https://www.g2.com/tags/sales-tools) * * * \<0\>0\>Upvotes * * * 0 Comments [![linkedin](/assets/social-logos/linkedin-afe65e46604a5bd5105ab9c856116204040b6b3f2b2d42562fc8071ca0c48ca0.svg "linkedin")](https://www.linkedin.com/shareArticle?mini=true&summary=Ask+Insightly+CRM+questions+and+get+answers+from+expert+users+in+our+Insightly+CRM+Discussions+section.&title=Insightly+CRM+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Finsightly-crm%2Fdiscuss) [![twitter](/assets/social-logos/twitter-61aaec80434c71387b8f7326e480592eae71c0a65afd051d66fce9b75a9bf417.svg "twitter")](https://twitter.com/intent/tweet?text=Insightly+CRM+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Finsightly-crm%2Fdiscuss&via=G2dotcom) [![facebook](/assets/social-logos/facebook-350d0b410d6b10debcf893050e803a8633d53561aa42807b087b8daf9be3668f.svg "facebook")](https://www.facebook.com/sharer/sharer.php?u=https%3A%2F%2Fwww.g2.com%2Fproducts%2Finsightly-crm%2Fdiscuss) [![gmail](/assets/social-logos/gmail-6db42f21e7c254fae201b112bef0dd15d25223a5cbb32691ce80eab43761eadf.svg "gmail")](https://mail.google.com/mail/?view=cm&fs=1&tf=1&to=&su=Insightly+CRM+Discussions+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fproducts%2Finsightly-crm%2Fdiscuss%0aAsk+Insightly+CRM+questions+and+get+answers+from+expert+users+in+our+Insightly+CRM+Discussions+section.) [![mail](/assets/social-logos/mail-d55c53b04bf49872e40cd2443b85a99caa23394e6cf154ae32a9d08377c15d86.svg "mail")](mailto:?subject=Insightly+CRM+Discussions+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fproducts%2Finsightly-crm%2Fdiscuss%0aAsk+Insightly+CRM+questions+and+get+answers+from+expert+users+in+our+Insightly+CRM+Discussions+section.) ![copy_link](/assets/social-logos/copy_link-05d8dc5dc8576fc78425ad34d07241b060878835e555a30417ff41c18335e575.svg "copy\_link") ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User") G2 Verified User • 4 months ago More Options - [ # How does the free trial work? ](/discussions/insightly-crm-how-does-the-free-trial-work) How does the free trial work? [ CRM Software ](https://www.g2.com/tags/crm-software)[ Sales Analytics Software ](https://www.g2.com/tags/sales-analytics-software)[ Sales Tools ](https://www.g2.com/tags/sales-tools) * * * \<0\>0\>Upvotes * * * 0 Comments [![linkedin](/assets/social-logos/linkedin-afe65e46604a5bd5105ab9c856116204040b6b3f2b2d42562fc8071ca0c48ca0.svg "linkedin")](https://www.linkedin.com/shareArticle?mini=true&summary=Ask+Insightly+CRM+questions+and+get+answers+from+expert+users+in+our+Insightly+CRM+Discussions+section.&title=Insightly+CRM+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Finsightly-crm%2Fdiscuss) [![twitter](/assets/social-logos/twitter-61aaec80434c71387b8f7326e480592eae71c0a65afd051d66fce9b75a9bf417.svg "twitter")](https://twitter.com/intent/tweet?text=Insightly+CRM+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Finsightly-crm%2Fdiscuss&via=G2dotcom) [![facebook](/assets/social-logos/facebook-350d0b410d6b10debcf893050e803a8633d53561aa42807b087b8daf9be3668f.svg "facebook")](https://www.facebook.com/sharer/sharer.php?u=https%3A%2F%2Fwww.g2.com%2Fproducts%2Finsightly-crm%2Fdiscuss) [![gmail](/assets/social-logos/gmail-6db42f21e7c254fae201b112bef0dd15d25223a5cbb32691ce80eab43761eadf.svg "gmail")](https://mail.google.com/mail/?view=cm&fs=1&tf=1&to=&su=Insightly+CRM+Discussions+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fproducts%2Finsightly-crm%2Fdiscuss%0aAsk+Insightly+CRM+questions+and+get+answers+from+expert+users+in+our+Insightly+CRM+Discussions+section.) [![mail](/assets/social-logos/mail-d55c53b04bf49872e40cd2443b85a99caa23394e6cf154ae32a9d08377c15d86.svg "mail")](mailto:?subject=Insightly+CRM+Discussions+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fproducts%2Finsightly-crm%2Fdiscuss%0aAsk+Insightly+CRM+questions+and+get+answers+from+expert+users+in+our+Insightly+CRM+Discussions+section.) ![copy_link](/assets/social-logos/copy_link-05d8dc5dc8576fc78425ad34d07241b060878835e555a30417ff41c18335e575.svg "copy\_link") ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User") G2 Verified User • 4 months ago More Options - [ # How can I track my sales reps' activity with Insightly? ](/discussions/how-can-i-track-my-sales-reps-activity-with-insightly) How can I track my sales reps' activity with Insightly? [ CRM Software ](https://www.g2.com/tags/crm-software)[ Sales Analytics Software ](https://www.g2.com/tags/sales-analytics-software)[ Sales Tools ](https://www.g2.com/tags/sales-tools) * * * \<0\>0\>Upvotes * * * 0 Comments [![linkedin](/assets/social-logos/linkedin-afe65e46604a5bd5105ab9c856116204040b6b3f2b2d42562fc8071ca0c48ca0.svg "linkedin")](https://www.linkedin.com/shareArticle?mini=true&summary=Ask+Insightly+CRM+questions+and+get+answers+from+expert+users+in+our+Insightly+CRM+Discussions+section.&title=Insightly+CRM+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Finsightly-crm%2Fdiscuss) [![twitter](/assets/social-logos/twitter-61aaec80434c71387b8f7326e480592eae71c0a65afd051d66fce9b75a9bf417.svg "twitter")](https://twitter.com/intent/tweet?text=Insightly+CRM+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Finsightly-crm%2Fdiscuss&via=G2dotcom) [![facebook](/assets/social-logos/facebook-350d0b410d6b10debcf893050e803a8633d53561aa42807b087b8daf9be3668f.svg "facebook")](https://www.facebook.com/sharer/sharer.php?u=https%3A%2F%2Fwww.g2.com%2Fproducts%2Finsightly-crm%2Fdiscuss) [![gmail](/assets/social-logos/gmail-6db42f21e7c254fae201b112bef0dd15d25223a5cbb32691ce80eab43761eadf.svg "gmail")](https://mail.google.com/mail/?view=cm&fs=1&tf=1&to=&su=Insightly+CRM+Discussions+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fproducts%2Finsightly-crm%2Fdiscuss%0aAsk+Insightly+CRM+questions+and+get+answers+from+expert+users+in+our+Insightly+CRM+Discussions+section.) [![mail](/assets/social-logos/mail-d55c53b04bf49872e40cd2443b85a99caa23394e6cf154ae32a9d08377c15d86.svg "mail")](mailto:?subject=Insightly+CRM+Discussions+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fproducts%2Finsightly-crm%2Fdiscuss%0aAsk+Insightly+CRM+questions+and+get+answers+from+expert+users+in+our+Insightly+CRM+Discussions+section.) ![copy_link](/assets/social-logos/copy_link-05d8dc5dc8576fc78425ad34d07241b060878835e555a30417ff41c18335e575.svg "copy\_link") ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User") G2 Verified User • 4 months ago More Options - [ # What support options does Insightly offer? ](/discussions/what-support-options-does-insightly-offer) What support options does Insightly offer? Read more [ CRM Software ](https://www.g2.com/tags/crm-software)[ Sales Analytics Software ](https://www.g2.com/tags/sales-analytics-software)[ Sales Tools ](https://www.g2.com/tags/sales-tools) * * * \<0\>0\>Upvotes * * * 0 Comments [![linkedin](/assets/social-logos/linkedin-afe65e46604a5bd5105ab9c856116204040b6b3f2b2d42562fc8071ca0c48ca0.svg "linkedin")](https://www.linkedin.com/shareArticle?mini=true&summary=Ask+Insightly+CRM+questions+and+get+answers+from+expert+users+in+our+Insightly+CRM+Discussions+section.&title=Insightly+CRM+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Finsightly-crm%2Fdiscuss) [![twitter](/assets/social-logos/twitter-61aaec80434c71387b8f7326e480592eae71c0a65afd051d66fce9b75a9bf417.svg "twitter")](https://twitter.com/intent/tweet?text=Insightly+CRM+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Finsightly-crm%2Fdiscuss&via=G2dotcom) [![facebook](/assets/social-logos/facebook-350d0b410d6b10debcf893050e803a8633d53561aa42807b087b8daf9be3668f.svg "facebook")](https://www.facebook.com/sharer/sharer.php?u=https%3A%2F%2Fwww.g2.com%2Fproducts%2Finsightly-crm%2Fdiscuss) [![gmail](/assets/social-logos/gmail-6db42f21e7c254fae201b112bef0dd15d25223a5cbb32691ce80eab43761eadf.svg "gmail")](https://mail.google.com/mail/?view=cm&fs=1&tf=1&to=&su=Insightly+CRM+Discussions+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fproducts%2Finsightly-crm%2Fdiscuss%0aAsk+Insightly+CRM+questions+and+get+answers+from+expert+users+in+our+Insightly+CRM+Discussions+section.) [![mail](/assets/social-logos/mail-d55c53b04bf49872e40cd2443b85a99caa23394e6cf154ae32a9d08377c15d86.svg "mail")](mailto:?subject=Insightly+CRM+Discussions+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fproducts%2Finsightly-crm%2Fdiscuss%0aAsk+Insightly+CRM+questions+and+get+answers+from+expert+users+in+our+Insightly+CRM+Discussions+section.) ![copy_link](/assets/social-logos/copy_link-05d8dc5dc8576fc78425ad34d07241b060878835e555a30417ff41c18335e575.svg "copy\_link") ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User") G2 Verified User • 4 months ago More Options - [ # Can I migrate my existing CRM data and setup into Insightly? ](/discussions/can-i-migrate-my-existing-crm-data-and-setup-into-insightly) Can I migrate my existing CRM data and setup into Insightly? [ CRM Software ](https://www.g2.com/tags/crm-software)[ Sales Analytics Software ](https://www.g2.com/tags/sales-analytics-software)[ Sales Tools ](https://www.g2.com/tags/sales-tools) * * * \<0\>0\>Upvotes * * * 0 Comments [![linkedin](/assets/social-logos/linkedin-afe65e46604a5bd5105ab9c856116204040b6b3f2b2d42562fc8071ca0c48ca0.svg "linkedin")](https://www.linkedin.com/shareArticle?mini=true&summary=Ask+Insightly+CRM+questions+and+get+answers+from+expert+users+in+our+Insightly+CRM+Discussions+section.&title=Insightly+CRM+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Finsightly-crm%2Fdiscuss) [![twitter](/assets/social-logos/twitter-61aaec80434c71387b8f7326e480592eae71c0a65afd051d66fce9b75a9bf417.svg "twitter")](https://twitter.com/intent/tweet?text=Insightly+CRM+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Finsightly-crm%2Fdiscuss&via=G2dotcom) [![facebook](/assets/social-logos/facebook-350d0b410d6b10debcf893050e803a8633d53561aa42807b087b8daf9be3668f.svg "facebook")](https://www.facebook.com/sharer/sharer.php?u=https%3A%2F%2Fwww.g2.com%2Fproducts%2Finsightly-crm%2Fdiscuss) [![gmail](/assets/social-logos/gmail-6db42f21e7c254fae201b112bef0dd15d25223a5cbb32691ce80eab43761eadf.svg "gmail")](https://mail.google.com/mail/?view=cm&fs=1&tf=1&to=&su=Insightly+CRM+Discussions+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fproducts%2Finsightly-crm%2Fdiscuss%0aAsk+Insightly+CRM+questions+and+get+answers+from+expert+users+in+our+Insightly+CRM+Discussions+section.) [![mail](/assets/social-logos/mail-d55c53b04bf49872e40cd2443b85a99caa23394e6cf154ae32a9d08377c15d86.svg "mail")](mailto:?subject=Insightly+CRM+Discussions+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fproducts%2Finsightly-crm%2Fdiscuss%0aAsk+Insightly+CRM+questions+and+get+answers+from+expert+users+in+our+Insightly+CRM+Discussions+section.) ![copy_link](/assets/social-logos/copy_link-05d8dc5dc8576fc78425ad34d07241b060878835e555a30417ff41c18335e575.svg "copy\_link") ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User") G2 Verified User • 4 months ago More Options - [ # Is Insightly HIPAA compliant? ](/discussions/is-insightly-hipaa-compliant) Is Insightly HIPAA compliant? [ CRM Software ](https://www.g2.com/tags/crm-software)[ Sales Analytics Software ](https://www.g2.com/tags/sales-analytics-software)[ Sales Tools ](https://www.g2.com/tags/sales-tools) * * * \<0\>0\>Upvotes * * * 0 Comments [![linkedin](/assets/social-logos/linkedin-afe65e46604a5bd5105ab9c856116204040b6b3f2b2d42562fc8071ca0c48ca0.svg "linkedin")](https://www.linkedin.com/shareArticle?mini=true&summary=Ask+Insightly+CRM+questions+and+get+answers+from+expert+users+in+our+Insightly+CRM+Discussions+section.&title=Insightly+CRM+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Finsightly-crm%2Fdiscuss) [![twitter](/assets/social-logos/twitter-61aaec80434c71387b8f7326e480592eae71c0a65afd051d66fce9b75a9bf417.svg "twitter")](https://twitter.com/intent/tweet?text=Insightly+CRM+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Finsightly-crm%2Fdiscuss&via=G2dotcom) [![facebook](/assets/social-logos/facebook-350d0b410d6b10debcf893050e803a8633d53561aa42807b087b8daf9be3668f.svg "facebook")](https://www.facebook.com/sharer/sharer.php?u=https%3A%2F%2Fwww.g2.com%2Fproducts%2Finsightly-crm%2Fdiscuss) [![gmail](/assets/social-logos/gmail-6db42f21e7c254fae201b112bef0dd15d25223a5cbb32691ce80eab43761eadf.svg "gmail")](https://mail.google.com/mail/?view=cm&fs=1&tf=1&to=&su=Insightly+CRM+Discussions+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fproducts%2Finsightly-crm%2Fdiscuss%0aAsk+Insightly+CRM+questions+and+get+answers+from+expert+users+in+our+Insightly+CRM+Discussions+section.) [![mail](/assets/social-logos/mail-d55c53b04bf49872e40cd2443b85a99caa23394e6cf154ae32a9d08377c15d86.svg "mail")](mailto:?subject=Insightly+CRM+Discussions+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fproducts%2Finsightly-crm%2Fdiscuss%0aAsk+Insightly+CRM+questions+and+get+answers+from+expert+users+in+our+Insightly+CRM+Discussions+section.) ![copy_link](/assets/social-logos/copy_link-05d8dc5dc8576fc78425ad34d07241b060878835e555a30417ff41c18335e575.svg "copy\_link") ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User") G2 Verified User • 5 months ago More Options - [ # What sales anayltics options come with the platform? ](/discussions/what-sales-anayltics-options-come-with-the-platform) What sales anayltics options come with the platform? [ CRM Software ](https://www.g2.com/tags/crm-software)[ Sales Analytics Software ](https://www.g2.com/tags/sales-analytics-software)[ Sales Tools ](https://www.g2.com/tags/sales-tools) * * * \<0\>0\>Upvotes * * * 1 Comment [![linkedin](/assets/social-logos/linkedin-afe65e46604a5bd5105ab9c856116204040b6b3f2b2d42562fc8071ca0c48ca0.svg "linkedin")](https://www.linkedin.com/shareArticle?mini=true&summary=Ask+Insightly+CRM+questions+and+get+answers+from+expert+users+in+our+Insightly+CRM+Discussions+section.&title=Insightly+CRM+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Finsightly-crm%2Fdiscuss) [![twitter](/assets/social-logos/twitter-61aaec80434c71387b8f7326e480592eae71c0a65afd051d66fce9b75a9bf417.svg "twitter")](https://twitter.com/intent/tweet?text=Insightly+CRM+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Finsightly-crm%2Fdiscuss&via=G2dotcom) [![facebook](/assets/social-logos/facebook-350d0b410d6b10debcf893050e803a8633d53561aa42807b087b8daf9be3668f.svg "facebook")](https://www.facebook.com/sharer/sharer.php?u=https%3A%2F%2Fwww.g2.com%2Fproducts%2Finsightly-crm%2Fdiscuss) [![gmail](/assets/social-logos/gmail-6db42f21e7c254fae201b112bef0dd15d25223a5cbb32691ce80eab43761eadf.svg "gmail")](https://mail.google.com/mail/?view=cm&fs=1&tf=1&to=&su=Insightly+CRM+Discussions+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fproducts%2Finsightly-crm%2Fdiscuss%0aAsk+Insightly+CRM+questions+and+get+answers+from+expert+users+in+our+Insightly+CRM+Discussions+section.) [![mail](/assets/social-logos/mail-d55c53b04bf49872e40cd2443b85a99caa23394e6cf154ae32a9d08377c15d86.svg "mail")](mailto:?subject=Insightly+CRM+Discussions+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fproducts%2Finsightly-crm%2Fdiscuss%0aAsk+Insightly+CRM+questions+and+get+answers+from+expert+users+in+our+Insightly+CRM+Discussions+section.) ![copy_link](/assets/social-logos/copy_link-05d8dc5dc8576fc78425ad34d07241b060878835e555a30417ff41c18335e575.svg "copy\_link") ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User") G2 Verified User • 5 months ago More Options - [ # Does Insightly have any email or marketing automation features? ](/discussions/does-insightly-have-any-email-or-marketing-automation-features) Does Insightly have any email or marketing automation features? [ CRM Software ](https://www.g2.com/tags/crm-software)[ Sales Analytics Software ](https://www.g2.com/tags/sales-analytics-software)[ Sales Tools ](https://www.g2.com/tags/sales-tools) * * * \<0\>0\>Upvotes * * * 1 Comment [![linkedin](/assets/social-logos/linkedin-afe65e46604a5bd5105ab9c856116204040b6b3f2b2d42562fc8071ca0c48ca0.svg "linkedin")](https://www.linkedin.com/shareArticle?mini=true&summary=Ask+Insightly+CRM+questions+and+get+answers+from+expert+users+in+our+Insightly+CRM+Discussions+section.&title=Insightly+CRM+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Finsightly-crm%2Fdiscuss) [![twitter](/assets/social-logos/twitter-61aaec80434c71387b8f7326e480592eae71c0a65afd051d66fce9b75a9bf417.svg "twitter")](https://twitter.com/intent/tweet?text=Insightly+CRM+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Finsightly-crm%2Fdiscuss&via=G2dotcom) [![facebook](/assets/social-logos/facebook-350d0b410d6b10debcf893050e803a8633d53561aa42807b087b8daf9be3668f.svg "facebook")](https://www.facebook.com/sharer/sharer.php?u=https%3A%2F%2Fwww.g2.com%2Fproducts%2Finsightly-crm%2Fdiscuss) [![gmail](/assets/social-logos/gmail-6db42f21e7c254fae201b112bef0dd15d25223a5cbb32691ce80eab43761eadf.svg "gmail")](https://mail.google.com/mail/?view=cm&fs=1&tf=1&to=&su=Insightly+CRM+Discussions+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fproducts%2Finsightly-crm%2Fdiscuss%0aAsk+Insightly+CRM+questions+and+get+answers+from+expert+users+in+our+Insightly+CRM+Discussions+section.) [![mail](/assets/social-logos/mail-d55c53b04bf49872e40cd2443b85a99caa23394e6cf154ae32a9d08377c15d86.svg "mail")](mailto:?subject=Insightly+CRM+Discussions+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fproducts%2Finsightly-crm%2Fdiscuss%0aAsk+Insightly+CRM+questions+and+get+answers+from+expert+users+in+our+Insightly+CRM+Discussions+section.) ![copy_link](/assets/social-logos/copy_link-05d8dc5dc8576fc78425ad34d07241b060878835e555a30417ff41c18335e575.svg "copy\_link") ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User") G2 Verified User • 5 months ago More Options - [ # Do I need custom code for Insightly's integrations? ](/discussions/do-i-need-custom-code-for-insightly-s-integrations) Do I need custom code for Insightly's integrations? [ CRM Software ](https://www.g2.com/tags/crm-software)[ Sales Analytics Software ](https://www.g2.com/tags/sales-analytics-software)[ Sales Tools ](https://www.g2.com/tags/sales-tools) * * * \<0\>0\>Upvotes * * * 1 Comment [![linkedin](/assets/social-logos/linkedin-afe65e46604a5bd5105ab9c856116204040b6b3f2b2d42562fc8071ca0c48ca0.svg "linkedin")](https://www.linkedin.com/shareArticle?mini=true&summary=Ask+Insightly+CRM+questions+and+get+answers+from+expert+users+in+our+Insightly+CRM+Discussions+section.&title=Insightly+CRM+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Finsightly-crm%2Fdiscuss) [![twitter](/assets/social-logos/twitter-61aaec80434c71387b8f7326e480592eae71c0a65afd051d66fce9b75a9bf417.svg "twitter")](https://twitter.com/intent/tweet?text=Insightly+CRM+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Finsightly-crm%2Fdiscuss&via=G2dotcom) [![facebook](/assets/social-logos/facebook-350d0b410d6b10debcf893050e803a8633d53561aa42807b087b8daf9be3668f.svg "facebook")](https://www.facebook.com/sharer/sharer.php?u=https%3A%2F%2Fwww.g2.com%2Fproducts%2Finsightly-crm%2Fdiscuss) [![gmail](/assets/social-logos/gmail-6db42f21e7c254fae201b112bef0dd15d25223a5cbb32691ce80eab43761eadf.svg "gmail")](https://mail.google.com/mail/?view=cm&fs=1&tf=1&to=&su=Insightly+CRM+Discussions+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fproducts%2Finsightly-crm%2Fdiscuss%0aAsk+Insightly+CRM+questions+and+get+answers+from+expert+users+in+our+Insightly+CRM+Discussions+section.) [![mail](/assets/social-logos/mail-d55c53b04bf49872e40cd2443b85a99caa23394e6cf154ae32a9d08377c15d86.svg "mail")](mailto:?subject=Insightly+CRM+Discussions+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fproducts%2Finsightly-crm%2Fdiscuss%0aAsk+Insightly+CRM+questions+and+get+answers+from+expert+users+in+our+Insightly+CRM+Discussions+section.) ![copy_link](/assets/social-logos/copy_link-05d8dc5dc8576fc78425ad34d07241b060878835e555a30417ff41c18335e575.svg "copy\_link") - ‹ Prev‹ Prev - 1 - [2](/products/insightly-crm/discuss?page=2) - [3](/products/insightly-crm/discuss?page=3) - [Next ›Next ›](/products/insightly-crm/discuss?page=2) ## Start a New Software Discussion Have a software question? Get answers from real users and experts [Start A Discussion](/products/insightly-crm/discussions/new) * * * ![Product Avatar Image](https://images.g2crowd.com/uploads/product/hd_favicon/1544545315/insightly-crm.jpg "Product Avatar Image") ### Have you used Insightly CRM before? Answer a few questions to help the Insightly CRM community [ Yes ](javascript:void(0))[ Yes ](https://www.g2.com/authorize?form=signup&return_to=https%3A%2F%2Fwww.g2.com%2Fproducts%2Finsightly-crm%2Fdiscuss%3Fsmall_ask%3Dinsightly-crm) No ## Top Contributors in Insightly CRM 1 ![Harryson P.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Harryson P.") HP Loading... ### [Harryson P.](https://www.g2.com/users/857757b5-8ca0-450c-8c70-135636659b5e "Harryson P.") 4 pts 2 ![Dinesh B.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Dinesh B.") DB Loading... ### [Dinesh B.](https://www.g2.com/users/fb872555-096f-474c-b70f-1a0c880bba9e "Dinesh B.") Mechanical engineer 2 pts 3 ![BEENA .](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "BEENA .") B Loading... ### [BEENA .](https://www.g2.com/users/682afd9f-ebaf-4dca-95c7-58226ccf71e2 "BEENA .") Trade Finance Executive 2 pts 4 ![Matthijs K.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Matthijs K.") MK Loading... ### [Matthijs K.](https://www.g2.com/users/bf54554a-a433-469e-94ab-8dc4bddffaf7 "Matthijs K.") Advisory Board Member 1 pt 5 AN Loading... ### 1 pt