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Insightly CRM Reviews & Product Details

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

Product Website

Seller

Unbounce

Discussions

Insightly CRM Community

Languages Supported

English, French, Italian, Dutch, Portuguese, Spanish

Product Description

Insightly CRM is a tool for managing your contacts and related organisations, partners, vendors and suppliers. Insightly has a project management system built right in.

Overview by

Travis Northup

Pricing

Pricing provided by Insightly CRM.

Plus

$29

/ user, per month (billed annually)

View More Pricing Information

Insightly CRM Integrations

(7)

Verified by Insightly CRM

Insightly CRM Media

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

Insightly CRM Demo - Opportunity Kanban View

Powerful and flexible pipelines that automate your sales process

Insightly CRM Demo - Project Activity Panel

Use pipelines or milestones to track project deliverables and progress

Insightly CRM Demo - Contacts Lists Panel

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

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

Official Downloads

(5)

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Aravind G.

Senior Associate - Data

Small-Business (50 or fewer emp.)

9/16/2025

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

5/5

What do you like best about Insightly CRM?

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

What do you dislike about Insightly CRM?

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

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

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

Response from Harryson Pointdujour of Insightly CRM

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Hi Aravind,

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

Thanks again for sharing!

Jordan H.

Project Superintendent

Small-Business (50 or fewer emp.)

8/13/2025

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

4.5/5

What do you like best about Insightly CRM?

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

What do you dislike about Insightly CRM?

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

Response from Harryson Pointdujour of Insightly CRM

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

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

Zane M.

Business Development Manager

Small-Business (50 or fewer emp.)

8/12/2025

"Positive overall experience"

3.5/5

What do you like best about Insightly CRM?

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

What do you dislike about Insightly CRM?

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

Response from Harryson Pointdujour of Insightly CRM

edit

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.

Filippo T.

CTO & Co-Founder

Small-Business (50 or fewer emp.)

6/4/2025

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

3.5/5

What do you like best about Insightly CRM?

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

What do you dislike about Insightly CRM?

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

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

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

Helen B.

Internal Account Manager

Small-Business (50 or fewer emp.)

4/14/2025

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

5/5

What do you like best about Insightly CRM?

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

What do you dislike about Insightly CRM?

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

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

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

Verified User in Primary/Secondary Education

Small-Business (50 or fewer emp.)

4/11/2025

"Why Look Else Where"

5/5

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Verified User in Marketing and Advertising

Small-Business (50 or fewer emp.)

8/5/2025

"Easy to use, but has a view limitations for what I need"

3.5/5

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. Review collected by and hosted on G2.com.

What do you dislike about Insightly CRM?

It has limited custom reporting and advance features are highly expensive. Review collected by and hosted on G2.com.

Verified User in Manufacturing

Small-Business (50 or fewer emp.)

2/3/2025

"Second Only to Salesforce"

4/5

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Verified User in Construction

Small-Business (50 or fewer emp.)

8/12/2025

"So far so good"

4/5

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. Review collected by and hosted on G2.com.

What do you dislike about Insightly CRM?

The filter set up is a little what’s the difficult. Review collected by and hosted on G2.com.

Response from Harryson Pointdujour of Insightly CRM

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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.

Jen A.

Operational Excellence Manager & Executive Assistant

Small-Business (50 or fewer emp.)

10/29/2024

"Great and customizable - perfect for startups and orgs needing to shift how they store data"

4/5

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Pricing Options

Pricing provided by Insightly CRM.

Plus

$29

/ user, per month (billed annually)

Professional

$49

/ user, per month (billed annually)

Enterprise

$99

/ user, per month (billed annually)

View More Pricing Information

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