# Insightly CRM Reviews **Vendor:** Unbounce **Category:** [CRM Software](https://www.g2.com/categories/crm) **Average Rating:** 4.2/5.0 **Total Reviews:** 943 ## 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, enjoying a seamless transition and intuitive interface for managing data. (20 reviews) - Users love the **easy customization** features of Insightly CRM, enhancing efficiency and organization in their workflow. (8 reviews) - Users value the **customizability** of Insightly CRM, enhancing productivity and streamlining communication with clients. (7 reviews) - Users value the **feature richness** of Insightly CRM, appreciating its easy integration and customizable options. (7 reviews) - Users praise the **excellent customer support** provided by Insightly CRM, making implementation and integration seamless. (6 reviews) - Integrations (6 reviews) - User Interface (6 reviews) - Users appreciate the **extensive customization options** in Insightly CRM, allowing easy adaptation for specific needs. (5 reviews) - Easy Implementation (5 reviews) - Automation (4 reviews) **What users dislike:** - Users find the **learning curve challenging** at first, requiring substantial time and effort to master the interface. (7 reviews) - Users find **limited customization** options frustrating, particularly regarding reporting and aesthetics of Insightly CRM. (7 reviews) - Users express concerns over **limited features** , noting that essential capabilities are often locked behind high pricing tiers. (6 reviews) - Users find Insightly CRM to be **time-consuming** to set up and learn, requiring significant dedication to customize effectively. (5 reviews) - Users express frustration with **manual contact management** , citing difficulties in automating processes and high barriers to entry. (4 reviews) - Users feel the **pricing is high** , especially as advanced features come at a steep cost. (4 reviews) - Users express concerns over **missing features** , like limited email customization and lack of technical support, complicating their experience. (4 reviews) - Customization Issues (3 reviews) - Users express frustration over **incomplete information** in Insightly, impacting reporting capabilities and support documentation clarity. (3 reviews) - Sales (3 reviews) ## Insightly CRM Reviews ### 1. Insightly is a game changer **Rating:** 5.0/5.0 stars **Reviewed by:** Robert N. | IT, Small-Business (50 or fewer emp.) **Reviewed Date:** April 21, 2022 **What do you like best about Insightly CRM?** Insightly has helped our company with being more organized. We can run the reports that we truly need and track down every single project, lead or opportunity. It's very user-friendly and the best part is it's fully customizable to truly fit our company's wants and needs. Our company has many different branches so being able to have the accounting team see what matters to them as well as the payroll team not only saves time but boosts productivity. Having the opportunity and lead pipelines have helped our sales team track down every new client with ease. Insightly has truly been a powerful tool for our company and we are excited to keep moving forward with them. **What do you dislike about Insightly CRM?** There are not many dislikes everyone on the Insightly team is fully responsive and helpful. whenever we have an issue Insightly support team is quick and provides the information my team needs. **What problems is Insightly CRM solving and how is that benefiting you?** The problem we use to have was tracking down projects and being able to see our recurring clients. We also have a Tax Team here at Duran Business Group so being able to separate our tax, accounting, digital media and payroll clients have been amazing. As well as having the pipelines so we can fully track down the status of projects. ### 2. Reliable and consistent. **Rating:** 3.5/5.0 stars **Reviewed by:** Nicholas (Nick) B. | Mid-Market (51-1000 emp.) **Reviewed Date:** February 24, 2023 **What do you like best about Insightly CRM?** After getting a grasp on how to use it, it's been extremely consistent, any errors I've encountered are usually user based. **What do you dislike about Insightly CRM?** Difficult to learn and understand initially. **What problems is Insightly CRM solving and how is that benefiting you?** Understanding timelines of projects, providing effective communication to customers. ### 3. Review **Rating:** 4.0/5.0 stars **Reviewed by:** Lucy C. | Mid-Market (51-1000 emp.) **Reviewed Date:** February 28, 2023 **What do you like best about Insightly CRM?** Organized. Various functions. Flexible customization. **What do you dislike about Insightly CRM?** Click twice on the action to get to the place. For instance, finish the note and go back to the card description. **What problems is Insightly CRM solving and how is that benefiting you?** Sales tracking. Better customer service for sales. ### 4. Insightly is easy to use and customize for a small business **Rating:** 5.0/5.0 stars **Reviewed by:** Lacie W. | Sales assistant and admin, Small-Business (50 or fewer emp.) **Reviewed Date:** November 15, 2022 **What do you like best about Insightly CRM?** its customizable and easy to use. Being able to organize all client information. **What do you dislike about Insightly CRM?** That you cant remove old fields that don't need to be used if they are linked to opportunities or projects **What problems is Insightly CRM solving and how is that benefiting you?** it keeps information organized so the whole team can work for the team goals ### 5. Fully Customizable - Reporting Lacking **Rating:** 3.0/5.0 stars **Reviewed by:** Miriam W. | Small-Business (50 or fewer emp.) **Reviewed Date:** March 02, 2023 **What do you like best about Insightly CRM?** Objects and fields can be easily customized. **What do you dislike about Insightly CRM?** Not terribly intuitive. And the reporting requires a lot of skill. **What problems is Insightly CRM solving and how is that benefiting you?** Helps us in scheduling our trainings. The Insightly calendar is useful. ### 6. Simple and Effective **Rating:** 4.5/5.0 stars **Reviewed by:** Logan C. | Proposal Review agent, Enterprise (> 1000 emp.) **Reviewed Date:** November 17, 2022 **What do you like best about Insightly CRM?** The ease of access from any device anywhere, ready to use for work remotely and in the office. **What do you dislike about Insightly CRM?** The only Dislike is sometimes crashes, but that's pretty occasional. **What problems is Insightly CRM solving and how is that benefiting you?** Solving workflow management, ques are simple and better to track workflow coming in and out. ### 7. Insightly is my choice for CRM **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** December 14, 2021 **What do you like best about Insightly CRM?** I love the insightly crm for it's price and versatility. **What do you dislike about Insightly CRM?** The only thing I dislike is the date sequencing in the contact area of day/month/year instead of month/day/year. **Recommendations to others considering Insightly CRM:** If you're looking for a low maintenance, affordable CRM tool, Insightly is for you. **What problems is Insightly CRM solving and how is that benefiting you?** Keeping track of customers, contacts and leads is easy and fluid with Insightly. Insighty also helps me keep track of tasks related to customers. ### 8. the CRM is agil and easy to work with **Rating:** 5.0/5.0 stars **Reviewed by:** juana s. | admissions officer, Mid-Market (51-1000 emp.) **Reviewed Date:** November 17, 2022 **What do you like best about Insightly CRM?** the pipeline view and its easy way to visualise stage by stage **What do you dislike about Insightly CRM?** sometimes when you create an opportunity the crm fails and all the spaces and characters are mixed up **What problems is Insightly CRM solving and how is that benefiting you?** it help me with organization and control of the numbers ### 9. Love Insightly's customization and support team! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Leisure, Travel & Tourism | Small-Business (50 or fewer emp.) **Reviewed Date:** November 15, 2022 **What do you like best about Insightly CRM?** I like that it's super customizable and that the development team is always there to help us if we get stuck or have an idea we want to implement. **What do you dislike about Insightly CRM?** We don't use it for sales, so I wish there was an account path that was not sales-based and could help us focus more on our direct needs. **What problems is Insightly CRM solving and how is that benefiting you?** It's helping us stay more organized, more electronic, and more cloud-based! We love that we can access the information from anywhere. ### 10. The CRM that is user friendly and powerful tool **Rating:** 4.5/5.0 stars **Reviewed by:** Javad S. | Web Developer, Small-Business (50 or fewer emp.) **Reviewed Date:** September 21, 2022 **What do you like best about Insightly CRM?** I am using this tool mainly for email feature and bulk editing. The best thing is that you can send email by just one click and history gets saved. Also the bulk editing while using of a big data is very much effective. **What do you dislike about Insightly CRM?** I have been used this tool for some times and it was bit overpriced and also the limited support service. rather than that i dont find anything to dislike about it. **What problems is Insightly CRM solving and how is that benefiting you?** As my business have growing i have been facing issue in managing custmer database. Then i just started using this tool and makes so easy for me to manage my customer. ### 11. Works very well for my small business. **Rating:** 5.0/5.0 stars **Reviewed by:** Steve H. | Associate Partner, Small-Business (50 or fewer emp.) **Reviewed Date:** July 29, 2022 **What do you like best about Insightly CRM?** The ability to track projects and preset tasks, and then have access from all my devices be it phone, Ipad or desktop. **What do you dislike about Insightly CRM?** The costs for a one user license has gone up a lot from when I started using it for free! **What problems is Insightly CRM solving and how is that benefiting you?** Keeping all of my business information in one place and having access when I am on the road not just in the office is invaluable when you are a one-man band which then allows me to solve problems without needing to return to the office. ### 12. Insightly works great for customer data management! **Rating:** 5.0/5.0 stars **Reviewed by:** Isaac B. | Account Management Agent, Mid-Market (51-1000 emp.) **Reviewed Date:** November 17, 2022 **What do you like best about Insightly CRM?** The ease of use is incredible. Learning and teaching the system is incredibly easy. **What do you dislike about Insightly CRM?** Sometimes at high volume times, the system will run a little slowly. **What problems is Insightly CRM solving and how is that benefiting you?** It enables mass customer information management. ### 13. Not as updated as other CRM systems **Rating:** 2.0/5.0 stars **Reviewed by:** Verified User in Management Consulting | Small-Business (50 or fewer emp.) **Reviewed Date:** December 15, 2022 **What do you like best about Insightly CRM?** Easy to filter and find specific organizations/prospects. Also updated profiles is easy. **What do you dislike about Insightly CRM?** Email activity doesn't capture bounce backs. Must be manually updates as a non working email. **What problems is Insightly CRM solving and how is that benefiting you?** Sending out emails to specific niches is easy. But sending it out directly through Insightly filters it as spam in inboxes. ### 14. Insightly is the fastest most efficient CRM I have ever used! **Rating:** 5.0/5.0 stars **Reviewed by:** Connor M. | u, Small-Business (50 or fewer emp.) **Reviewed Date:** July 27, 2022 **What do you like best about Insightly CRM?** Insightly is amazingly helpful when linking different types of data entries to each other. It lets you see the whole picture for a particular project. **What do you dislike about Insightly CRM?** I dislike the cosmetic customizing options, they are quite limited. Everything is orange, which is fine, but a dark mode would be nice. **What problems is Insightly CRM solving and how is that benefiting you?** In a snapshot it shows me the contact, which business they work for and which projects they or the business is currently working on, lots of info - very helpful. ### 15. High powered CRM with project and task management **Rating:** 5.0/5.0 stars **Reviewed by:** Amy P. | Certified Professional Organizer®, Small-Business (50 or fewer emp.) **Reviewed Date:** March 01, 2022 **What do you like best about Insightly CRM?** I love the customization of Insightly. Out of the box, it works... yet you can create custom views, filters, fields, and reports. The task management feature is impressive for a team, with categories, custom views, and assigning tasks. Multiple project pipelines ensure various types of projects are well managed. Activity sets (or workflows) keep everything moving forward. I am a CRM expert who helps clients implement CRM systems, and Insightly is my "go-to" CRM for non-industry-specific systems. It is versatile and utilized in many industries. A beginner can use Insightly, yet the software offers features that even a data nerd appreciates. **What do you dislike about Insightly CRM?** My least favorite part of Insightly is the number of clicks it takes to get to specific screens. The layout is not as intuitive as other CRM systems I have used, but the features make up for that. The learning curve is a little bit steeper due to the non-intuitiveness, but once you get used to it, you will never look back. **Recommendations to others considering Insightly CRM:** Try it out. Hire someone to help you set it up if you are tech challenged. Once it is set up and you know how to use it, anyone can do it! **What problems is Insightly CRM solving and how is that benefiting you?** I track all of my leads, clients, projects, and tasks in Insightly. I do not have to worry about anything or anyone slipping through the cracks. I can analyze and run reports for any field in the system, which gives me a full view of how business is going and where I should spend my marketing dollars. My whole team uses Insightly daily, which eliminates a lot of texts, phone calls, and emails - leading to increased productivity! ### 16. Solid! Been using Insightly for 3 years **Rating:** 5.0/5.0 stars **Reviewed by:** Atif M. | R, Small-Business (50 or fewer emp.) **Reviewed Date:** March 01, 2022 **What do you like best about Insightly CRM?** The pages load fast and I like how quick and easy it is to navigate from contact to contact, page to page and the convenience of the mobile app - all while tracking progression of each lead n **What do you dislike about Insightly CRM?** Inability to do mass texting campaigns. Would like to be able to have made for you templates for emails and texts that can be used for each tag/group that is created. Being able to send staggered text/email messages to my database. SMART plans would be nice where you can put particular contacts/groups onto a smart plan that automatically texts/emails them as opposed to having to do it manually **Recommendations to others considering Insightly CRM:** Using this tool will help you in achieving your business/organizational goals **What problems is Insightly CRM solving and how is that benefiting you?** The problems that I am solving are being able to stay reminded to reach out to my database , group, tag them and stay engaged with my stats base. I have realized that without it, I wouldn't be able to sustain let alone grow my business. ### 17. Powerful CRM for a Great Price **Rating:** 5.0/5.0 stars **Reviewed by:** Ralf W. | Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** July 26, 2022 **What do you like best about Insightly CRM?** Insightly has helped us automate many time-consuming CRM tasks and simplify and streamline managing leads and converting them to customers. Insightly integrates well with many systems and, as such, could easily be incorporated into our existing infrastructure. **What do you dislike about Insightly CRM?** Getting emails associated with contacts works well but with leads I have to often do it manually once they are in the Insightly inbox. **What problems is Insightly CRM solving and how is that benefiting you?** Safes time, syncs with all calendars, makes high-level CRM available to small businesses. ### 18. Can highly recommend Insightly **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Government Administration | Small-Business (50 or fewer emp.) **Reviewed Date:** May 08, 2022 **What do you like best about Insightly CRM?** This CRM is easy to learn, easy to use, and extremely capable as a CRM, especially for our B2G-oriented business. Our small sales team has been able to customize our opportunity pipeline over time to fit our specific sales flow needs, and the mobile app lets everyone keep an eye on our targets even on busy days. **What do you dislike about Insightly CRM?** The only downside we've faced is in the user interface, where there are some modules we simply don't use, e.g. the task tracker (we use another) but can't hide from view. **Recommendations to others considering Insightly CRM:** Give yourself a full afternoon to begin learning Insightly and use their very detailed user guide. **What problems is Insightly CRM solving and how is that benefiting you?** Ensuring that we can be attentive to prospects is key with B2G sales. These professionals are busy and overworked and their attention is divided, so consistent follow-up and remaining aware of their organizational needs (i.e. addressing their questions specific to their workflow as well as helping them get sign-off from other departments) is a critical part in helping close deals. ### 19. Improved Workflow **Rating:** 5.0/5.0 stars **Reviewed by:** Megan F. | Head of Concierge, Small-Business (50 or fewer emp.) **Reviewed Date:** November 15, 2022 **What do you like best about Insightly CRM?** Insightly allows me to keep my opportunities and projects organized while making communicating with my customers more accessible and more efficient. **What do you dislike about Insightly CRM?** I'm not too fond of the mobile interface. **What problems is Insightly CRM solving and how is that benefiting you?** The customization of Insightly benefits my customers and me by making it easier and faster to attend to web inquiries. ### 20. Insightly is a comprehensive CRM **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Management Consulting | Small-Business (50 or fewer emp.) **Reviewed Date:** December 13, 2022 **What do you like best about Insightly CRM?** Most things are customizable -- we have someone on our team to do the backend work. **What do you dislike about Insightly CRM?** There is nothing that I dislike or find unhelpful. **What problems is Insightly CRM solving and how is that benefiting you?** It is helping us keep track of our clients. ### 21. Can be slow at times **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Construction | Small-Business (50 or fewer emp.) **Reviewed Date:** December 14, 2022 **What do you like best about Insightly CRM?** The functionalities and organisation of the programme. **What do you dislike about Insightly CRM?** Creating a report can be challenging to understand **What problems is Insightly CRM solving and how is that benefiting you?** It makes sure no leads or opportunities are forgotten about, being able to follow up with customers easily ### 22. Insightly! **Rating:** 5.0/5.0 stars **Reviewed by:** Brendan B. | Site Surveyor, Small-Business (50 or fewer emp.) **Reviewed Date:** November 16, 2022 **What do you like best about Insightly CRM?** Insightly is most helpful because it simplifies everything you need to get your job done and more! It makes work easier and enjoyable! **What do you dislike about Insightly CRM?** Some of the forms are limited in the data you can input. **What problems is Insightly CRM solving and how is that benefiting you?** It's beneficial because it closes out the job very quickly. ### 23. Not as updated as other CRM systems. **Rating:** 2.5/5.0 stars **Reviewed by:** Verified User in Management Consulting | Small-Business (50 or fewer emp.) **Reviewed Date:** December 13, 2022 **What do you like best about Insightly CRM?** Navigating through leads/contacts/organizations. Creating list views to simplify search. **What do you dislike about Insightly CRM?** Bounceback emails are not marked and must be individually updated. **What problems is Insightly CRM solving and how is that benefiting you?** Reaching target audiences before exporting reports and uploading them into gmail. ### 24. Insightly is good but I don't know any different. **Rating:** 3.0/5.0 stars **Reviewed by:** Verified User in Mechanical or Industrial Engineering | Mid-Market (51-1000 emp.) **Reviewed Date:** November 17, 2022 **What do you like best about Insightly CRM?** Insightly is fast and works better than our other programs at work. **What do you dislike about Insightly CRM?** I wish it refreshed itself so I did not have to waste time refreshing all the time. **What problems is Insightly CRM solving and how is that benefiting you?** Insightly helps our team collaborate quickly and effectively across several states. ### 25. Insightly | Insightful & Helpful **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Retail | Mid-Market (51-1000 emp.) **Reviewed Date:** November 15, 2022 **What do you like best about Insightly CRM?** I love how easy to use Insightly is! It is simple and straight forward! **What do you dislike about Insightly CRM?** I wish that the user interface was a bit slicker **What problems is Insightly CRM solving and how is that benefiting you?** It is a great CRM tool - love having prospect/client info organized in one place! ### 26. Multi-tasking system? Couldn't be Insightly **Rating:** 2.0/5.0 stars **Reviewed by:** Jared H. | Director of Account Management, Enterprise (> 1000 emp.) **Reviewed Date:** March 03, 2022 **What do you like best about Insightly CRM?** The customization that you can implement is very nice and makes things easy to find with all the unique fields you can put in. **What do you dislike about Insightly CRM?** I strongly dislike the 1-hour cache. It's been brought to my attention that dashboards and reports can't be on the same speed level of updating, it has to be one or the other which is ridiculous. My company mainly uses reports and with them being cached for 1 hour this really makes things difficult to coordinate because we can't see the updates from the report, we have to go into each individual project. **Recommendations to others considering Insightly CRM:** N/A **What problems is Insightly CRM solving and how is that benefiting you?** We're able to group all of our customers into multiple reports so we can tackle different objectives for that customer's project and handle a bunch of different things at once. ### 27. Flexibly but clunky **Rating:** 3.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Small-Business (50 or fewer emp.) **Reviewed Date:** November 16, 2022 **What do you like best about Insightly CRM?** Very flexible and customizable. You can add lots of custom fields on objects and set up automations. **What do you dislike about Insightly CRM?** Lots of irregularity and warts. E-mail integration works for Google Business but not other accounts; have to forward E_mails manually to Insightly to get them to appear, and they intentionally block auto-forwarded E-mails for some reason. Can link people and projects, but can't link people and custom objects. Also, the UI is just plain slow. **What problems is Insightly CRM solving and how is that benefiting you?** It's a CRM. ### 28. Useful CRM with lots of opportunities for customization **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Management Consulting | Small-Business (50 or fewer emp.) **Reviewed Date:** December 14, 2022 **What do you like best about Insightly CRM?** very user-friendly with lots of opportunities for custom reporting **What do you dislike about Insightly CRM?** could have a more streamlined tasks feature **What problems is Insightly CRM solving and how is that benefiting you?** makes tracking thousands of data points easy ### 29. Great Filing System **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Renewables & Environment | Small-Business (50 or fewer emp.) **Reviewed Date:** July 27, 2022 **What do you like best about Insightly CRM?** Being able to create pipelines accessible to all users. Finding all the relevant documents in one place. Being able to convert opportunities to projects is a bonus **What do you dislike about Insightly CRM?** The organization and the contact should be not separate, when entering details of clients you have to enter the organisation details separately which I feel is a waste of time. **What problems is Insightly CRM solving and how is that benefiting you?** The pipeline helps in showing which stage of the project is at and one can attach pictures and documents for the projects. So one can find everything they need about the project in one place ### 30. Insightly organizes our projects well **Rating:** 4.0/5.0 stars **Reviewed by:** Jamie S. | Director of Operations, Small-Business (50 or fewer emp.) **Reviewed Date:** November 15, 2022 **What do you like best about Insightly CRM?** It organizes our projects so that we can easily track orders and prepare for future ones based on the activities saved within each order. **What do you dislike about Insightly CRM?** It could be a little more intuitive program. **What problems is Insightly CRM solving and how is that benefiting you?** organization and tracking past orders ### 31. Great **Rating:** 5.0/5.0 stars **Reviewed by:** Lyza P. | Tax Accountant, Mid-Market (51-1000 emp.) **Reviewed Date:** April 28, 2022 **What do you like best about Insightly CRM?** Filters, layout, easy to use, it helps me to keep track of my daily tasks and company tasks. It is great to see and track the performance, analytics, opportunities, etc. **What do you dislike about Insightly CRM?** I can't really think of anything. It took me a little long to learn how to use it properly, how to make adjustments, create filters. One thing is that I can't see my coworkers' tasks unless the filter is created. **Recommendations to others considering Insightly CRM:** Helps to track projects and serves as a good reminder on what work needs to be done **What problems is Insightly CRM solving and how is that benefiting you?** Planning, using it to plan my week, to structure projects ### 32. Easy-to-use solution for smaller businesses -- with much of the power of more expensive platforms **Rating:** 4.5/5.0 stars **Reviewed by:** Burl S. | President | Founder, Small-Business (50 or fewer emp.) **Reviewed Date:** July 26, 2022 **What do you like best about Insightly CRM?** It is easy to get started with Insightly and the platform is very intuitive. No mystery in terms of our to create and track activity with contacts. **What do you dislike about Insightly CRM?** Insightly integration doesn't work with all installations of Outlook. **What problems is Insightly CRM solving and how is that benefiting you?** Easily tracks activities with all prospects, including who's opening and reading our eNewsletter created in Mailchimp. ### 33. Reliable CRM **Rating:** 4.5/5.0 stars **Reviewed by:** Antea L. | Event Executive, Small-Business (50 or fewer emp.) **Reviewed Date:** September 01, 2022 **What do you like best about Insightly CRM?** It auto connects to our clients then creates opportunities in instant **What do you dislike about Insightly CRM?** None so far. I don't experience any discomfort using this software. **What problems is Insightly CRM solving and how is that benefiting you?** Less hassle, project management, give accurate calculation ### 34. Very simple and efficient. **Rating:** 5.0/5.0 stars **Reviewed by:** Cornelius S. | Agent, Small-Business (50 or fewer emp.) **Reviewed Date:** November 16, 2022 **What do you like best about Insightly CRM?** The organization and efficiency. Pretty easy to navigate once settled in. **What do you dislike about Insightly CRM?** Things can take too long to be updated after submitting. **What problems is Insightly CRM solving and how is that benefiting you?** Solving issues for accounts and queues. ### 35. Using for Real Estate **Rating:** 5.0/5.0 stars **Reviewed by:** Karen G. | Realtor, Small-Business (50 or fewer emp.) **Reviewed Date:** March 01, 2022 **What do you like best about Insightly CRM?** I like how I can have opportunities (for my potential clients/listings) and then convert them to projects (for the listing/sale). Ability to use tags so I can easily identify who has purchased/sold a home with me in a given year. I set reminders to check on my projects (listings/sales) already in progress, with clients. I like how I could use my own data fields to better correspond with my real estate business. Great CRM! **What do you dislike about Insightly CRM?** I haven't found a dislike yet. Anything I couldn't find, I was able to eventually find and utilize. **What problems is Insightly CRM solving and how is that benefiting you?** Keeping up to date with my clients, using the activity sets allows me to be consistent with my projects and follow up ### 36. Excellent tool for an IT service provider **Rating:** 4.5/5.0 stars **Reviewed by:** Gary W. | Principal Consultant, Small-Business (50 or fewer emp.) **Reviewed Date:** December 15, 2021 **What do you like best about Insightly CRM?** We can manage all our sales cycles from opportunity through to project/service delivery very well with Insight.ly. The integration with GSuite is good, and the overall user friendliness is better than many comparable tools **What do you dislike about Insightly CRM?** There is an annoying BCC that I cannot get rid of, and once you enable this feature, I appear to be stuck with all my GMails automatically filling the BCC in. The technical team at Insightly have been very good at trying to resolve the issue, but unfortunately, it appears to be stuck. This can be an issue as I do not want every email going on view in Insightly and have to remember to remove this from BCC before sending emails. **Recommendations to others considering Insightly CRM:** Perfect for IT Services business managing a wide and diverse client base **What problems is Insightly CRM solving and how is that benefiting you?** Managing the projects the way we work is excellent. We have a small team, and the ability to attach all relevant documentation, meeting notes, emails and integrate tasks and meeting calendars through Insighty.ly is excellent ### 37. CAN'T LIVE WITHOUT IT **Rating:** 5.0/5.0 stars **Reviewed by:** Anthony B. | President, Small-Business (50 or fewer emp.) **Reviewed Date:** December 14, 2021 **What do you like best about Insightly CRM?** The most valuable component of Insightly is the tagging feature and the ease at which I can capture email from Gmail. The integration with Google products is seamless and has continually improved over the years as Gmail upgraded. I'm in the entertainment industry and having the ability to connect the dots for a talent manager allows me to track every facet of my client's career. The other feature I like a lot is the recent activities stream. Not much is talked about this feature, but most CRMs do not have this display. To me, it is far more important to see what is happening moment to moment with everyone and everything surrounding my company as compared to sales charts or pipeline graphs. I love the comment component a lot too. I use recent activities in the same way companies use "Slack" or "Microsoft Teams". I wish Insightly put more effort into expanding this feature because like Slack it optimizes communication within a company. **What do you dislike about Insightly CRM?** I don't like the inability to adjust the order of activities within an activity set. It would also be nice if the link feature for the Gmail sidebar was more user-friendly. The older version of the sidebar was very convenient to add links to an email. This version is cumbersome, though I get that it is more versatile. When linking emails I just like it to be quick and simple. What I do now is just quick save and then go into Insightly to link. But this is a whole extra step that takes me out of email mode. Not that big of a deal, but certainly would be nice to adjust so it was quicker. The other thing is the mobile App is not great. In reality, it is practically unusable. It has certainly improved over the years, but it's nowhere nearly as useful as the online version of the software. Why doesn't the Home screen offer a "recent activities" view option? Also, the sorting of contacts feature simply doesn't work at all. As currently constructed it is nothing more than a dressed-up phone book. This is by far the weakest offering by Insightly. **What problems is Insightly CRM solving and how is that benefiting you?** The CRM allows me to track my clients and their projects with optimum efficiency. For a minute I started using Asana for tracking projects until I realized Inisghtly was far superior and it allowed me to stay with one program. ### 38. Awesome Customer Management Tool **Rating:** 5.0/5.0 stars **Reviewed by:** Brittiny P. | Implementation Specialist, Mid-Market (51-1000 emp.) **Reviewed Date:** March 01, 2022 **What do you like best about Insightly CRM?** Insightly Dashboards & Reports are used in my team's daily workflow. They are reference points to check the status of key accounts (projects). The reports can be sent by email which allows my team to stay on track with key metrics. **What do you dislike about Insightly CRM?** The search feature in Insightly could be improved. It can be difficult to find an account (project) if you haven't already searched the project before. We've given this feedback to our Account Manager and are hoping it will be updated soon. **What problems is Insightly CRM solving and how is that benefiting you?** Insightly allows my team to successfully meet their key performance indicators. We're easily able to keep track of customer experiences and communication through the activity section of the project. ### 39. Organized and user friendly **Rating:** 5.0/5.0 stars **Reviewed by:** Tiana Marie D. | C, Small-Business (50 or fewer emp.) **Reviewed Date:** October 25, 2022 **What do you like best about Insightly CRM?** I like the copying emails to the project in insightly. **What do you dislike about Insightly CRM?** When opening new tabs I have to log in everytime. **What problems is Insightly CRM solving and how is that benefiting you?** Its record keeping capabailties are immaculate. It keeps me organized ### 40. Great Sales Tool To Keep Track Of Sales And Clients and Followups **Rating:** 5.0/5.0 stars **Reviewed by:** Nolan N. | S, Small-Business (50 or fewer emp.) **Reviewed Date:** March 03, 2022 **What do you like best about Insightly CRM?** The followup reminders and Sales Dash Board. Also the loading of leads and converting them to opportunities and projects helps you track the sale and set reminders to followup. **What do you dislike about Insightly CRM?** It does not allow you to track your interaction with the client like how some crms link ur URL from ur email to the client to show you have worked on the client. **Recommendations to others considering Insightly CRM:** Great Sales and Management Tool **What problems is Insightly CRM solving and how is that benefiting you?** Sales are easy to followup on as when you set the reminder when logging the sale it reminds you. You can also track the progress of the sale. Also always you to email the quote and stor it under the client. ### 41. nice recordkeeping tool, but cumbersome to use **Rating:** 4.0/5.0 stars **Reviewed by:** Kathy M. | Sales and Project Management, Mid-Market (51-1000 emp.) **Reviewed Date:** July 28, 2022 **What do you like best about Insightly CRM?** sorts alphabetically by customer and tracks quotes/sales activity **What do you dislike about Insightly CRM?** slow to enter data, but stores alot of information **What problems is Insightly CRM solving and how is that benefiting you?** organizing quote/sales activities better than our own CRM system enables me to find quotes and orders ### 42. CRM I searched for months **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Management Consulting | Small-Business (50 or fewer emp.) **Reviewed Date:** April 21, 2022 **What do you like best about Insightly CRM?** When I was searching for a CRM I tried about 5 or 10 platforms. All of them looked heavy or lacked some essential features. When I opened Insightly I knew it was what I looked for. Contacts cards in Insightly show you all details you need in one window. **What do you dislike about Insightly CRM?** I did not noticed bit problems with Insightly. The only think I wanted them to add - some new languages to their interface. Not all of our employees speak English. **What problems is Insightly CRM solving and how is that benefiting you?** Insightly is currently used for our project as contact management system with the plans to use it in full force - like a CRM. So far this is the software that unites all our clients data. ### 43. Insightly still going strong 10 years later! **Rating:** 5.0/5.0 stars **Reviewed by:** Megan D. | Chief Operating Officer, Small-Business (50 or fewer emp.) **Reviewed Date:** July 26, 2022 **What do you like best about Insightly CRM?** Insightly helps us run our business from an Admin, Sales, and Project Management perspective. **What do you dislike about Insightly CRM?** There are some extra things we just don't use. **What problems is Insightly CRM solving and how is that benefiting you?** Tracking customers and potential customers. ### 44. Very customizable system! **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** October 19, 2021 **What do you like best about Insightly CRM?** Workflow Automations and ease of creating fields and updating layouts without the need for development. **What do you dislike about Insightly CRM?** Lack of ability to customize/clone standard objects to make them more useful for each company;s specific use case **What problems is Insightly CRM solving and how is that benefiting you?** Interdepartmental communication and linking of all customer-related opportunities and projects in one place ### 45. A user friendly and effective CRM system **Rating:** 4.5/5.0 stars **Reviewed by:** Stian L. | C, Small-Business (50 or fewer emp.) **Reviewed Date:** March 01, 2022 **What do you like best about Insightly CRM?** The graphical user interface, the dashboards and report are really useful. So is the filter list views and the relation between objects. The GUI is customisable, which is truly useful as well :-) **What do you dislike about Insightly CRM?** There is one major drawback of the system, and that is the fact that in any kind of logic (including queries for dashboard cards, filtered lists, and reports), there doesn't seem to be any way of making a query by selecting across multiple tables in the database. This is in fact a huge drawback. **What problems is Insightly CRM solving and how is that benefiting you?** We are using INsightly CRM as our main sales system. ### 46. Best Digital Database **Rating:** 5.0/5.0 stars **Reviewed by:** Bryan K. | Executive Coordinator, Small-Business (50 or fewer emp.) **Reviewed Date:** December 14, 2021 **What do you like best about Insightly CRM?** Easy input, especially during the pandemic when we've all been remote. The tags allow you to easily link people to one another and getting to group individuals by their corporation is fantastic. This definitely has helped while assisting 6 superiors who can look at Inisghtly for an easier reference while in different timezones. You can even link their social profiles which pops up their photo - it's so helpful, always. We won't use anything else at our company. **What do you dislike about Insightly CRM?** I have no complaints! Seriously, this is better than having someone's email pop up from recurring contact! Trust me, Insightly is it!!! **What problems is Insightly CRM solving and how is that benefiting you?** The problem is a lack of communication. With Insightly, you can insert everyone's contact information and be so detailed that no one has any questions afterward. This is the future of digital databases. ### 47. Very Useful for Sales **Rating:** 5.0/5.0 stars **Reviewed by:** Deepak J. | Regional Manager (SE Asia), Small-Business (50 or fewer emp.) **Reviewed Date:** March 01, 2022 **What do you like best about Insightly CRM?** I can enter all my leads. Create opportunities and have 90 days, 60 days, 30 days pipeline. Also, my boss can keep a tab on my progress and this becomes like a regular reporting. **What do you dislike about Insightly CRM?** I have to login again even when I keep Insightly open on one of my browser tabs. **Recommendations to others considering Insightly CRM:** I highly recommend Insightly CRM to those who mainly sell and get lot of leads through their company or other sales promotion websites. **What problems is Insightly CRM solving and how is that benefiting you?** Using it for Sales and Sales forecast. I am able to keep a tab on past leads and opportunities. ### 48. Insightly needed better UI graphic design and more intuitive features. **Rating:** 2.5/5.0 stars **Reviewed by:** Jim M. | Real Estate Agent- Distressed Property Specialist, Small-Business (50 or fewer emp.) **Reviewed Date:** August 12, 2022 **What do you like best about Insightly CRM?** Project management and workflow was best features. **What do you dislike about Insightly CRM?** There was not enough customization options and some of the features were not intuitive. **What problems is Insightly CRM solving and how is that benefiting you?** It was helping with project management and workflow. I did not use the CRM portion of it because there are better CRM's available for real estate agents. ### 49. Excellent / essential business tool **Rating:** 4.0/5.0 stars **Reviewed by:** Owen M. | Freelance web designer, Small-Business (50 or fewer emp.) **Reviewed Date:** December 16, 2021 **What do you like best about Insightly CRM?** Creating an onboarding sequence that matches my requirements was possible with Insightly where it hasn't been with other systems. Automated work flows and activity sets make things very streamlined, especially with issues like GDPR obligations. **What do you dislike about Insightly CRM?** The one thing that I would love to see in Insightly is the ability to open and edit spreadsheets of some kind directly in the app. And while the mobile app that's available is also excellent, it doesn't quite match the web app which means that habits that I've formed using the web app have to be slightly altered on the mobile app. **What problems is Insightly CRM solving and how is that benefiting you?** Customer details management, project management, keeping different project sets with different companies separate, GDPR review reminders, onboarding and offboarding of clients, efficient sales follow through on leads and opportunities. ### 50. Great CRM Solution! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Construction | Small-Business (50 or fewer emp.) **Reviewed Date:** July 26, 2022 **What do you like best about Insightly CRM?** Insightly has been a great tool for growing our business. The mobile app is great. I am able to log calls simply and keep track of correspondence on the road. I also like the options to customize sales cycles. **What do you dislike about Insightly CRM?** I just wish I was able to integrate insightly with other software systems, but not a major detractor for me. **What problems is Insightly CRM solving and how is that benefiting you?** Insightly allows us to track leads and opportunities from the very earliest stages through conversion. We have set up custom fields that help us view and use the exact data we need. ## Insightly CRM Discussions - [Inquiring about AI features](https://www.g2.com/discussions/inquiring-about-ai-features) - 1 comment, 3 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?page=5§ion=pricing&secure%5Bexpires_at%5D=2026-06-09+11%3A05%3A20+-0500&secure%5Bsession_id%5D=ec68faa6-e19f-4978-be3b-aad27018f8df&secure%5Btoken%5D=d0202ed85592c199d33c286ad05a27be547eea28faf4d3283b2f132923222d7b&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 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 (24,634 reviews) - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) - 4.4/5.0 (13,225 reviews) - [Pipedrive](https://www.g2.com/products/pipedrive/reviews) - 4.3/5.0 (3,010 reviews)