--- title: Insightly CRM Reviews meta_title: 'Insightly CRM Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 945 reviews by the users' company size, role or industry to find out how Insightly CRM works for a business like yours. aggregate_rating: rating_value: 4.2 review_count: 945 scale: '5' date_modified: '2026-08-11' parent_category: name: Sales Tools url: https://www.g2.com/categories/sales-tools --- # Insightly CRM Reviews **Vendor:** Unbounce **Category:** [CRM Software](https://www.g2.com/categories/crm) **Average Rating:** 4.2/5.0 **Total Reviews:** 945 ## 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 praise the **ease of use** of Insightly CRM, highlighting its user-friendly interface and helpful features. (28 reviews) - Users appreciate the **easy customization** options in Insightly CRM, enabling quick access to tailored client information. (11 reviews) - Users appreciate the **customizability** of Insightly CRM, enabling tailored fields, reports, and layouts for various needs. (10 reviews) - Users appreciate the **flexible customization options** in Insightly CRM that cater to specific needs and enhance usability. (9 reviews) - Users value the **feature richness** of Insightly CRM, appreciating its intuitive interface and versatility for project management. (9 reviews) - Integrations (9 reviews) - Users highlight the **excellent customer support** provided by Insightly CRM, enhancing their overall experience and satisfaction. (8 reviews) - Easy Tracking (8 reviews) - User Interface (7 reviews) - Features (6 reviews) **What users dislike:** - Users find the **learning curve steep** , complicating automation and workflow setup for new users. (9 reviews) - Users express frustration over **limited customization** options in Insightly CRM, hindering their ability to tailor the tool effectively. (7 reviews) - Users find the **limited features** hinder effective use, especially in project management and task customization. (7 reviews) - Users struggle with **incomplete information** , facing challenges in documentation and report generation that hinder usability. (6 reviews) - Users find the setup process of Insightly CRM to be **time-consuming** compared to other platforms, affecting efficiency. (6 reviews) - Users report a **high barrier to entry** with Insightly's contact management, complicating initial setup and usability. (5 reviews) - Users feel the **pricing is high** , especially as advanced features come at a steep cost. (5 reviews) - Users express concerns over **missing features** , like limited email customization and lack of technical support, complicating their experience. (5 reviews) - Customization Issues (3 reviews) - Filtering Difficulty (3 reviews) ## Insightly CRM Reviews ### 1. Most helpful CRM **Rating:** 4.0/5.0 stars **Reviewed by:** Maliha A. | Small-Business (50 or fewer emp.) **Reviewed Date:** May 09, 2023 **What do you like best about Insightly CRM?** Best thing about Insight CRM is it's contact management, as this CRM makes it easy to manage our contacts and sales leads. Also, I ssight CRM is a great help when it comes to manage our tasts efficintly everyday. **What do you dislike about Insightly CRM?** Although I have a very good overall experience with this CRM but I would say that it is relatively expensive than it's competitors and the user interface could also be upgraded **What problems is Insightly CRM solving and how is that benefiting you?** Insightly CRM provides a centralized database where I can store all customer data and sales-related information. This helps me to easily access and analyze data related to customer interactions, deals, and sales performance. ### 2. Easy to Navigate **Rating:** 5.0/5.0 stars **Reviewed by:** Nicole D. | Mid-Market (51-1000 emp.) **Reviewed Date:** February 24, 2023 **What do you like best about Insightly CRM?** That is has enough folders to sort out each deparmtent into their each and own reports. I also like the scanning options when in-store. It is easy to navigate and train on. **What do you dislike about Insightly CRM?** The least helpful thing I have noticed or found was that there is no chat bubble or a technical person to contact easily unless going through another system. And the database could be organized a little better. **What problems is Insightly CRM solving and how is that benefiting you?** The amount of filters you can create in order to filter out more information per person that uses the system. Including my team when projects and objects need to be sorted. ### 3. Works well enough for our initial use cases but we've outgrown it **Rating:** 2.5/5.0 stars **Reviewed by:** Kevin S. | Mid-Market (51-1000 emp.) **Reviewed Date:** February 23, 2023 **What do you like best about Insightly CRM?** I like that it works as a quick way to start up our CRM needs initially across the company. It handled marketing, BD, growth, and ops needs for the time being. However, could be better. **What do you dislike about Insightly CRM?** It could be better about notifying us about API responses that we have set up. Also, it doesn't manage some of our use cases to use it as an internal CRM completely. **What problems is Insightly CRM solving and how is that benefiting you?** Internal UI for our teams to look at production data. Helps us do marketing messages to a set of our customers. As a way to manage assignments and take notes on our customers. ### 4. Insightly is a helpful tool supporting success in the workplace **Rating:** 4.0/5.0 stars **Reviewed by:** Candice R. | Mid-Market (51-1000 emp.) **Reviewed Date:** March 02, 2023 **What do you like best about Insightly CRM?** Insightly provides the opportunity to display a vast array of information and proves to be detailed and provides the opportunity to locate specific details needed when working on projects.The reporting is extremely helpful, and the capability to capture details that are important in everyday work and tasks. **What do you dislike about Insightly CRM?** Notes. If there was a way to provide a better layout for notes, in chronoligical order, or possibly even a date stamp, that would be wonderful. **What problems is Insightly CRM solving and how is that benefiting you?** Insightly helps to house information, next steps, progression of projects and all of the pertinent information needed to support my job functionality. ### 5. Just renewed our subscription for a second year **Rating:** 4.0/5.0 stars **Reviewed by:** Scott U. | Small-Business (50 or fewer emp.) **Reviewed Date:** February 23, 2023 **What do you like best about Insightly CRM?** The ability to organize opportunity-related documents and connect them to other entries. Something about the bright orange color makes me want to use the platform. **What do you dislike about Insightly CRM?** Endless options, creating a bit of a trial-and-error period. We are a relationship-driven B2B company and have not yet found a useful application for the digital marketing and app connect components. **What problems is Insightly CRM solving and how is that benefiting you?** All of our documents are in one place and filed under an account. This includes design files, estimates, invoices, scopes of work, and presentations. This is the first step in time-saving and preparing for collaboration with remote team members. ### 6. Easy and Simple to use CRM for Sales **Rating:** 3.5/5.0 stars **Reviewed by:** Mohammed Munavvar M. | Deputy Assistant Manager in Ecommerce & Digital Marketing, Small-Business (50 or fewer emp.) **Reviewed Date:** July 24, 2023 **What do you like best about Insightly CRM?** 1. Simple and Clear User Interface 2. a Good Dashboard with almost every metrics and data. 3. with funnel visualization. **What do you dislike about Insightly CRM?** Not for large scale business. Recommended for Small and Medium enterprises. **What problems is Insightly CRM solving and how is that benefiting you?** Wordpress integration, it helps with data visualization, especially if you have woocommerce site (eCommerce, for online selling). It help understand buyers journey and repeat purchase behaviour. ### 7. Insightly is a great way to organize our business! **Rating:** 5.0/5.0 stars **Reviewed by:** Claire . | Small-Business (50 or fewer emp.) **Reviewed Date:** February 23, 2023 **What do you like best about Insightly CRM?** I like that I can find any information super quickly. As an employee at a small business, to have Insightly as our hub for all information, files, contacts, and data is super helpful. **What do you dislike about Insightly CRM?** There isn't much I dislike about Insightly. I'd say my only dislike is when I download files, the files download with underscores in the titles. Other than that, there's not much to dislike. **What problems is Insightly CRM solving and how is that benefiting you?** Insightly CRM solves disorganization issues that come with working in a small business on a large number of projects. It's all-in-one ability benefits our company. ### 8. Insightly is a great app **Rating:** 4.5/5.0 stars **Reviewed by:** Justin B. | Mid-Market (51-1000 emp.) **Reviewed Date:** February 23, 2023 **What do you like best about Insightly CRM?** Keeps my schedules in order. Easy interface to edit and update. The tech support is great. Ever since using the app, I have had a good experience an no issues.. **What do you dislike about Insightly CRM?** I do not dislike the app. It's helpful, and plenty of options to customize and keep your schedule organized and updated. I would recommend inslightly to anyone. **What problems is Insightly CRM solving and how is that benefiting you?** Insightly solves all problems, as far as I'm concerned. I haven't had or experienced any problems with unsightly, so I assume the app is regularly updated to handle any problems. ### 9. Transparency **Rating:** 4.5/5.0 stars **Reviewed by:** Robert C. | Small-Business (50 or fewer emp.) **Reviewed Date:** March 02, 2023 **What do you like best about Insightly CRM?** What is most helpful with our CRM is the transparency we have w/ remote offices when looking up other pipelines for review & discussion when necessary. I also like the compartmentalization of almost all the required values entered in their respective windows for easy locating. **What do you dislike about Insightly CRM?** Not much, but having the required extra steps to perform our due diligence does take some time to insert the correct information accurately. I would like to complete contact values before having to scroll down the page to fill in the product line values only to scroll back up to add in the contact values, **What problems is Insightly CRM solving and how is that benefiting you?** Organization & transparency where our small Sales Team has access to all activity, Leads, Opps, & Projects, and all dashboards, ### 10. Powerful tools **Rating:** 4.0/5.0 stars **Reviewed by:** Amanda D. | Small-Business (50 or fewer emp.) **Reviewed Date:** February 23, 2023 **What do you like best about Insightly CRM?** Using Insightly in our organization helps me to see connections among different parts of our business that I wouldn't normally consider, and leads to better discussions about how to address problems that arise. **What do you dislike about Insightly CRM?** Some of the terminology (which may be items we've set up in-house, I'm not sure) gets confusingly similar, so it's not always intuitive to me which labels and categories to put things in. **What problems is Insightly CRM solving and how is that benefiting you?** Helps me see how the effort we ask of our authors in the field translates to sales of our products. ### 11. How great Insightly is **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Public Relations and Communications | Small-Business (50 or fewer emp.) **Reviewed Date:** October 26, 2023 **What do you like best about Insightly CRM?** The ease of using and how cool it is and all the information it holds. **What do you dislike about Insightly CRM?** I have not found anything yet that I do not like. **What problems is Insightly CRM solving and how is that benefiting you?** How to manage the large colume of firm information. It is % resolved. ### 12. CRM Review - Insightly [Integrate, Collaborate, and Grow] **Rating:** 3.5/5.0 stars **Reviewed by:** Rajesh K. | Small-Business (50 or fewer emp.) **Reviewed Date:** June 16, 2023 **What do you like best about Insightly CRM?** Drive, assign, and route leads. Create and track sales pipeline. Customize objects, fields, project management stages, and more. Empower remote teams with mobile apps. **What do you dislike about Insightly CRM?** Nothing as of now. The platform enables us to work in peace. **What problems is Insightly CRM solving and how is that benefiting you?** Integraetion of information. Knowing where each colleague is at the moment. Enables us to report on performance metrics. Share ideas and focus on development needs. ### 13. Organizes orders so we can quickly get them shipped! **Rating:** 5.0/5.0 stars **Reviewed by:** Jaci D. | Small-Business (50 or fewer emp.) **Reviewed Date:** February 23, 2023 **What do you like best about Insightly CRM?** We use Insightly CRM for managing orders. It makes it extremely easy to organize the orders coming in and get them out the door as fast as possible. My work would not be as organized without Insightly CRM. The reports are especially helpful to use in conjunction with Excel. **What do you dislike about Insightly CRM?** I personally haven't found any downsides. **What problems is Insightly CRM solving and how is that benefiting you?** Isnightly helps us easily recognize when a order that comes in is missing doctor information, that is necessary for processing the order with insurance. ### 14. Easy, safe and straightforward. **Rating:** 4.0/5.0 stars **Reviewed by:** Renan G. | Account Management Agent, Mid-Market (51-1000 emp.) **Reviewed Date:** December 14, 2022 **What do you like best about Insightly CRM?** I love how easy it is to follow up with my goals using this platform. I can see how many jobs I have scheduled and check how my team is doing. It is also a great tool to create a google map, exporting data over there. **What do you dislike about Insightly CRM?** Primarily how slow it can get sometimes. I have had problems with reports not loading for minutes, even after refreshing the page multiple times. Especially on the weekends, for some reason. **What problems is Insightly CRM solving and how is that benefiting you?** It works as a tool for me to stay competitive and productive. I suffered with a lack of motivation, but with how easy it is to track everything, I do not have that problem anymore. ### 15. Insightly is well-rounded as a CRM and I appreciate that it is always improving **Rating:** 3.5/5.0 stars **Reviewed by:** Dylan G. | Central Scheduling Department Assistant Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** December 14, 2022 **What do you like best about Insightly CRM?** I like that we are able to utilize multiple avenues of approach for searching and that there are analytical reports for agent performance and productivity. Insightly is great at encompassing what needs to be done. **What do you dislike about Insightly CRM?** That the reports may not be accurate up to 60 minutes and can cause huge delays/issues for scheduling. It would be great to have accurate informaiton on the projects at all times when utilizing the reports for scheduling purposes. **What problems is Insightly CRM solving and how is that benefiting you?** That the reports may not be accurate up to 60 minutes and can cause huge delays/issues for scheduling. It would be great to have precise information on the projects when utilizing the reports for scheduling purposes. ### 16. Organized, insightful , slow **Rating:** 4.5/5.0 stars **Reviewed by:** Jaileen R. | Solar Scheduling Supervisor, Mid-Market (51-1000 emp.) **Reviewed Date:** February 24, 2023 **What do you like best about Insightly CRM?** I loved how organized insightly can be , you can really build it to look a certain way for the job needed. **What do you dislike about Insightly CRM?** The only downfall is certain lags that happen that you might need some information fast but instead we might have to wait between 30-1hr to get the information **What problems is Insightly CRM solving and how is that benefiting you?** I believe insightly is fixing the bugs and lags we might encounter. Once those lags are taken care of insightly will be super ! ### 17. Easy to navigate **Rating:** 4.0/5.0 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?** Insightly is pretty simple to navigate and a lot of it is clear to understand! It's good for companies that may not have a ton of complicated data and supports a sales-based business. I also like the custom components and a shout out to the dev team for making clear API documentation as well. **What do you dislike about Insightly CRM?** There's a lot of weird glitches and bugs and the linking between objects is not as robust as I'd like it to be. Also, their smart feature to find duplicates is only for the full names of Leads/Contacts and I wish I could select which fields I'd like to find duplicated information for like emails. **What problems is Insightly CRM solving and how is that benefiting you?** They're solving for general data housing and ability to generate reports and analyze data across an entire team. I like the dashboards because I can keep an eye on sales and general progress of different programs we run. ### 18. Simple and straight to the point **Rating:** 5.0/5.0 stars **Reviewed by:** Veronica L. | Mid-Market (51-1000 emp.) **Reviewed Date:** February 25, 2023 **What do you like best about Insightly CRM?** I liked the pipeline up above and the separate tabs in one view from top to bottom. I like how a lot of things are found in reports. **What do you dislike about Insightly CRM?** It could be a little technical if you are unfamiliar with what you are doing...sometimes there's different ways in doing the same thing and could seem confusing **What problems is Insightly CRM solving and how is that benefiting you?** Newer versions seem to be more simplified. I have used other versions of crm and insightly is better ### 19. Nice but not as robust as we need it to be. **Rating:** 3.0/5.0 stars **Reviewed by:** Liz T. | Manager of OD, Small-Business (50 or fewer emp.) **Reviewed Date:** February 28, 2023 **What do you like best about Insightly CRM?** It is user-friendly. Very self-explanatory and simple to train new users on. **What do you dislike about Insightly CRM?** The lack of integration between accounts and contacts is frustrating for a company that works sales using account-based methodology. Report building is also tedious, and they tend to break often. **What problems is Insightly CRM solving and how is that benefiting you?** We use Insightly as our CRM for our sales process as well as the sales process for our clients. We are managing 40 different client campaigns under one CRM. ### 20. Insightly really helped us integrate CRM-Marketing efforts **Rating:** 4.5/5.0 stars **Reviewed by:** Javier G. | Small-Business (50 or fewer emp.) **Reviewed Date:** February 23, 2023 **What do you like best about Insightly CRM?** It's an intuitive platform. If you know how to use google, you'll be able to start using insightly CRM without much trouble. **What do you dislike about Insightly CRM?** Reporting needs more knowledge to take advantage of what it does. It is not as intuitive as the rest of the other tools it brings **What problems is Insightly CRM solving and how is that benefiting you?** It has helped us to manage completely the whole customer cycle, from prospecting, to lead administration, until we close our sales and look for resales opportunities. ### 21. Easy to use **Rating:** 5.0/5.0 stars **Reviewed by:** Kathy M. | Clinical Trainer, Resource and Housing Coordinator, Small-Business (50 or fewer emp.) **Reviewed Date:** November 16, 2022 **What do you like best about Insightly CRM?** The most helpful part of Insightly is that it is very user friendly. We utilize the program to keep track of our clients progress after treatment. We can use it for our notes and information needed to collect good data. I like the customer service we received when we had questions or needed assistance. **What do you dislike about Insightly CRM?** The only downside is that I have not learned how to utilize the program to it's fullest! I need to review the training videos and figure out all the options/possiblities to improve out data. **What problems is Insightly CRM solving and how is that benefiting you?** Insightly has provided us with a platform to track and do follow up with our clients. It has streamlined our process and is much less cumbersome that we were doing with Google Sheets. ### 22. I used Insightly as an order management system. **Rating:** 5.0/5.0 stars **Reviewed by:** Paige B. | Small-Business (50 or fewer emp.) **Reviewed Date:** February 27, 2023 **What do you like best about Insightly CRM?** Insightly had the ability to pull reports and also manipulate the data/how you want to see the report, which was helpful. I also appreciated the automatic emails that were sent to the customers to confirm orders. **What do you dislike about Insightly CRM?** Nothing I disliked, it was a great CRM. OUr company moved away simply because we were growing. **What problems is Insightly CRM solving and how is that benefiting you?** Very helpful when pulling data. Insightly has the ability to pull reports our ERP system does not. ### 23. It feels like the right sized solution for many common use cases. **Rating:** 5.0/5.0 stars **Reviewed by:** Griff B. | Small-Business (50 or fewer emp.) **Reviewed Date:** February 23, 2023 **What do you like best about Insightly CRM?** The best part is that it is very powerful yet streamlined. Unlike systems like Salesforce which require professionals to config and manage, Insightly can be run by normal business users. **What do you dislike about Insightly CRM?** When you have a use case that needs more flexibility, you're dead in the water. If your use case is well defined up front, it's perfect. If you're more fluid and iterating to find what you need - you may realize too late that you need to port. **What problems is Insightly CRM solving and how is that benefiting you?** Organizing our data. It was the first move from a spreadsheet - so we saw immediate value. It also helped us standardize our processes which meant we were much more efficient. ### 24. A CRM solution for every sized organization **Rating:** 4.5/5.0 stars **Reviewed by:** Patrick C. | Executive Director, Small-Business (50 or fewer emp.) **Reviewed Date:** November 16, 2022 **What do you like best about Insightly CRM?** Insightly CRM allows our organization to track several ongoing projects (often within multiple cycles). The CRM-based platform provides a comprehensive level of continuity for our organization and integrates seamlessly with Google Workspace. **What do you dislike about Insightly CRM?** I would prefer more engagement with the customer service team (i.e. training opportunities, tutorials for new aspects of the platform, etc.). At first glance, the platform's backend can be daunting for a new user. **What problems is Insightly CRM solving and how is that benefiting you?** Insightly CRM provides a tracking solution for our organization's various programs and offerings. Each member community and each project has an individual web within Insightly which allows us to store emails, documents, etc., within the cloud. Instead of mining through hundreds of emails, our organization can easily navigate a specific project's history within Insightly. ### 25. I get so much done with this program **Rating:** 5.0/5.0 stars **Reviewed by:** LoriEllen B. | Small-Business (50 or fewer emp.) **Reviewed Date:** February 23, 2023 **What do you like best about Insightly CRM?** The ability to sort and filter with ease. Creating new fields or changing is simple. My entire team seems everything we all do I can see my teams work **What do you dislike about Insightly CRM?** How to see old or dead projects. Once a project falls into a certain status it is really hard to re find it **What problems is Insightly CRM solving and how is that benefiting you?** Tracking status of job Seeing other departments work status updating cost and time frames sorting by logistics for scheduling ### 26. Best and intuitive CRM **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Non-Profit Organization Management | Small-Business (50 or fewer emp.) **Reviewed Date:** February 23, 2023 **What do you like best about Insightly CRM?** Having project information readily available, the ability to customize attributes for projects and organizations, as well as quickly generating reports or building cards for dashboards, help me have better control over projects,tasks and organizations within the tool **What do you dislike about Insightly CRM?** At first, using the tool is complicated as it is not intuitive, but the learning curve is slight. **What problems is Insightly CRM solving and how is that benefiting you?** Organize and centralize information, and enhance collaboration between the teams in an effective way ### 27. Great Product **Rating:** 4.0/5.0 stars **Reviewed by:** Jonathan B. | Small-Business (50 or fewer emp.) **Reviewed Date:** February 23, 2023 **What do you like best about Insightly CRM?** It makes communication with collREXE RPZBegues about projects efficient. It also allows you to be able to see the timeline for projects easily. Seeing all the projects at once and where they are in the timeline is critical to my company's success. **What do you dislike about Insightly CRM?** There isn't much I don't like. Occasionally when a project's timeline is moved to the next step, it reverts back, but that doesn't happen too often. Maybe Insightly could offer more training on properly setting up dashboards to ensure projects get moved to where they need to be when specific steps are complete. **What problems is Insightly CRM solving and how is that benefiting you?** All the problems. It allows for clear communication between staff members ### 28. Insightly has been an invaluable tool to work with at my organization. **Rating:** 4.5/5.0 stars **Reviewed by:** Alex M. | Small-Business (50 or fewer emp.) **Reviewed Date:** February 23, 2023 **What do you like best about Insightly CRM?** I appreciate how centralized Insightly is, and that different users can easily synthesize their whole together to paint a holistic picture of a project's progress. **What do you dislike about Insightly CRM?** There is occasionally lag when navigating the website and/or when updating existing lists, which creates frustration from time to time. **What problems is Insightly CRM solving and how is that benefiting you?** Insightly CRM is helping different levels of the organization to communicate with each other, and easily access different levels of a project. **Official Response from Harryson Pointdujour:** > Thanks for your feedback! It's so great to hear that Insightly has become an invaluable tool for your team, streamlining communication and providing a comprehensive view of projects. We're actively addressing any lag issues to ensure a smoother experience for all users. Your continued support means a lot to us, and we're here to help with any further needs or suggestions you may have. ### 29. Jerry Insightly review **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Consumer Services | Small-Business (50 or fewer emp.) **Reviewed Date:** November 17, 2022 **What do you like best about Insightly CRM?** Insightly works well as a CRM Keeps track of several different types of pipelines and is flexible to meet our specific needs Insightly is the only CRM I have used, so not sure how this compares **What do you dislike about Insightly CRM?** Learning how to take advantage of all the features is a chore. I basically stick to what I know, but I understand there are many features that I don't know. This is similar to my top of the line Microwave -- all I use is the "add 30 seconds" button. It is too much to learn how to use all the microwave features, and in the same way it is too cumbersome to use all the Insightly features. **What problems is Insightly CRM solving and how is that benefiting you?** Keeping track of leads, opportunities and existing projects is super helpful Getting reports is relatively easy That is about all I do, but as mentioned previously I'm sure there are many more features that can be used. ### 30. Insightly Review for Managing Solar Jobs. **Rating:** 4.5/5.0 stars **Reviewed by:** Nathaniel J. | Mid-Market (51-1000 emp.) **Reviewed Date:** February 23, 2023 **What do you like best about Insightly CRM?** Insightly is very intuative and has powerful functionality in terms of orginziation, project management, and generating documents. **What do you dislike about Insightly CRM?** Maybe if there was a greater ability to tailor your layout a little more based on your top uses it would be good. **What problems is Insightly CRM solving and how is that benefiting you?** How to orgianize, provide updates, move projects to other stages, make changes to documents by a large number of people in different departments. ### 31. Good for organizing contacts and context **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Non-Profit Organization Management | Small-Business (50 or fewer emp.) **Reviewed Date:** May 19, 2023 **What do you like best about Insightly CRM?** the thing i like best about insightly CRM is that it is easy to keep track of our contacts **What do you dislike about Insightly CRM?** the least helpful thing about insightly CRM is the task assignments **What problems is Insightly CRM solving and how is that benefiting you?** the problem insightly CRM is solving right now and the way it benefits us is by organizing our contacts and giving context to the rest of staff ### 32. The Usefulness of Insightly **Rating:** 5.0/5.0 stars **Reviewed by:** Camil V. | Incentives Supervisor, Enterprise (> 1000 emp.) **Reviewed Date:** November 16, 2022 **What do you like best about Insightly CRM?** Insightly helps us keep tasks and workflows in order, which allows us to work efficiently as a team. The filters and fields on Insightly highlight the actions that we need to take to help customers progress. **What do you dislike about Insightly CRM?** Currently, the same filters and fields can be improved. For example, there is no way to filter accounts to check if one date field is less than another date field. We have to work around that by using third-party software. **What problems is Insightly CRM solving and how is that benefiting you?** We know exactly which stage each customer is in and what next steps we need to take to help the customer. It also allows for better coordination so that the customer is satisfied. ### 33. Highly recommend **Rating:** 4.5/5.0 stars **Reviewed by:** Tami S. | Small-Business (50 or fewer emp.) **Reviewed Date:** February 23, 2023 **What do you like best about Insightly CRM?** Integration with Outlook, Quickbooks. Easy to customize views and reports. **What do you dislike about Insightly CRM?** The search capabilities need some improvement. Right now can only search for duplicate leads by phone number. **What problems is Insightly CRM solving and how is that benefiting you?** Tracking tasks, performing sales process, storing customer documents. It allows me to be more organized and keep all information for a customer in one place. Easy access for others in the company too. ### 34. Intuitive CRM System **Rating:** 3.5/5.0 stars **Reviewed by:** Veronica C. | Coordinator, Client Services, Small-Business (50 or fewer emp.) **Reviewed Date:** December 15, 2022 **What do you like best about Insightly CRM?** I am not extremely fluent in data, but Insightly is the most intuitive CRM system I've worked with. **What do you dislike about Insightly CRM?** I wish that personalizing the Dashboard was a bit easier and more flexible. I don't think I'm using it to it's full capacity because I have a hard time creating items that would be actually useful for me. **What problems is Insightly CRM solving and how is that benefiting you?** It helps me stay organized in my management of clients, allowing me to make it easy and simple to see a list of, for example, clients that need to be contacted or that I need to meet with. ### 35. Great software, gets the job done. **Rating:** 4.5/5.0 stars **Reviewed by:** Bridget B. | Learning and Development Intern, Mid-Market (51-1000 emp.) **Reviewed Date:** February 23, 2023 **What do you like best about Insightly CRM?** User friendly interface that is simple for our CX team to navigate. **What do you dislike about Insightly CRM?** Sometimes it would be more convenient to be linked straight to an account rather than have it pulled up on the side bar. **What problems is Insightly CRM solving and how is that benefiting you?** Its an easily accesible platform for our CX to quickly pull up the accounts of our clients in order to assist them very quickly. ### 36. Clean platform with excellent customer service. **Rating:** 4.5/5.0 stars **Reviewed by:** Claire V. | Marketing & Communications Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** February 23, 2023 **What do you like best about Insightly CRM?** Intuitively navigatible software with great reporting tools and helpful customer service. I also appreicate the personalized views and being able to identify and save lists for quick access. **What do you dislike about Insightly CRM?** There's a definitive learnging curve to import and match contacts so as not to end up with duplicates. I would prefer to be able to edit fields by clicking within them instead of having to hit the pencil icon first. **What problems is Insightly CRM solving and how is that benefiting you?** Insightly helps us reach ever higher fundraising goals by providing pipelines with activity sets and automated emails. It also helps us steward relationships and keep up-to-date with donors. ### 37. Incredibly helpful organizational tool. **Rating:** 4.5/5.0 stars **Reviewed by:** Isabel A. | Mid-Market (51-1000 emp.) **Reviewed Date:** February 23, 2023 **What do you like best about Insightly CRM?** Insightly CRM is a super helpful organization tool that processes many complicated steps to completion. **What do you dislike about Insightly CRM?** Sometimes there are not enough filters to allow certain triggers for jobs to process most efficiently. There have also been glitches every now and then. **What problems is Insightly CRM solving and how is that benefiting you?** It has the capacity for many databases while being the main hub for keeping track of projects. ### 38. Fantastic! **Rating:** 5.0/5.0 stars **Reviewed by:** Kaitlyn C. | Small-Business (50 or fewer emp.) **Reviewed Date:** February 23, 2023 **What do you like best about Insightly CRM?** Insightly CRM works great for our business needs.. **What do you dislike about Insightly CRM?** Only thing that could be worked on is the speed at which data on the CRM updates. Also could work smoother with Marketing. **What problems is Insightly CRM solving and how is that benefiting you?** It helps us to keep track of our projects, sales leads, sales outreach, etc. Also helps us send bulk emails with great templates. ### 39. Director of Key Accounts **Rating:** 3.5/5.0 stars **Reviewed by:** Kat S. | Small-Business (50 or fewer emp.) **Reviewed Date:** February 23, 2023 **What do you like best about Insightly CRM?** It's an intuitive platform, overall very simple and easy to use. **What do you dislike about Insightly CRM?** Some things don't make sense. For example, why can't you use existing organizations and contacts as leads? Why can't you have multiple leads for the same organization and contact? **What problems is Insightly CRM solving and how is that benefiting you?** Helps keep track of all my sales goals, leads, opps, pricing and samples. ### 40. Insightly is great and easy to use. **Rating:** 3.5/5.0 stars **Reviewed by:** Mischelle L. | Small-Business (50 or fewer emp.) **Reviewed Date:** February 23, 2023 **What do you like best about Insightly CRM?** The ease of use. We are able to make this work for us! **What do you dislike about Insightly CRM?** It is not exactly what we need for the kind of sales calls that we are making but we were able to make it work for us. **What problems is Insightly CRM solving and how is that benefiting you?** It is helping us zone in more on interested customers. ### 41. It is very user friendly **Rating:** 4.5/5.0 stars **Reviewed by:** Reedy P. | Small-Business (50 or fewer emp.) **Reviewed Date:** February 23, 2023 **What do you like best about Insightly CRM?** How easy it is to access what I need at the click of a button. **What do you dislike about Insightly CRM?** There isn't too much I dislike, sometimes just a smoother transition between CRM and marketing would be great. **What problems is Insightly CRM solving and how is that benefiting you?** With it being user friendly getting the data and reports I need in a timely fashion is very helpful. ### 42. super easy CRM! **Rating:** 5.0/5.0 stars **Reviewed by:** marketing S. | assistant, Mid-Market (51-1000 emp.) **Reviewed Date:** November 22, 2022 **What do you like best about Insightly CRM?** it has been very helpfull because before Insightly we didnt use any other CRM, and it has help us organize every contact, candidate and have all the information in the same place **What do you dislike about Insightly CRM?** sometimes the feature for creating a new opportunity doesnt work 100% well and you have to refresh the page several times in order to add a new opportunity correctly **What problems is Insightly CRM solving and how is that benefiting you?** now that we use insightly all the information is in the same place, every employee has access to the information and the latest updates of each and every candidate so there´s no more redoing the job ### 43. Easy to use and a great tool **Rating:** 5.0/5.0 stars **Reviewed by:** Kimberly W. | Small-Business (50 or fewer emp.) **Reviewed Date:** February 23, 2023 **What do you like best about Insightly CRM?** I like the fact that we can keep track of all of our projects in 1 place. **What do you dislike about Insightly CRM?** Sometimes there are issues with sorting the queries. **What problems is Insightly CRM solving and how is that benefiting you?** Insightly has many useful functions. I like that we can track any emails we send to clients or possible clients. All information is in 1 program. ### 44. My thoughts on Insightly **Rating:** 2.5/5.0 stars **Reviewed by:** Jami M. | Small-Business (50 or fewer emp.) **Reviewed Date:** February 23, 2023 **What do you like best about Insightly CRM?** The ability to streamline data regarding our firm's opportunities and print customized reports summarizing the data. **What do you dislike about Insightly CRM?** It takes awhile to learn all of the components. I'm stilling learning all it has to offer! **What problems is Insightly CRM solving and how is that benefiting you?** Insightly allows us to reach out clients with marketing efforts and track the success of those efforts. ### 45. Insightly has really helped us to begin to transform the way we do business. **Rating:** 3.5/5.0 stars **Reviewed by:** Amy T. | Small-Business (50 or fewer emp.) **Reviewed Date:** February 23, 2023 **What do you like best about Insightly CRM?** The visual layout, report functions, different ways to enter data. **What do you dislike about Insightly CRM?** Dashboard/card building I've not been able to get fully immersed in (hope to soon). Document templates are yet to be launched. **What problems is Insightly CRM solving and how is that benefiting you?** Visibility of actions on a project ... automated tasks to help ensure next steps are being completed (Process Management). ### 46. Insightly Review **Rating:** 4.5/5.0 stars **Reviewed by:** Nicole B. | Enterprise (> 1000 emp.) **Reviewed Date:** February 28, 2023 **What do you like best about Insightly CRM?** The labeling of items in insightly makes it easy to find certain things about projects **What do you dislike about Insightly CRM?** There are too many tabs to click in to, would be better if everything was on one page **What problems is Insightly CRM solving and how is that benefiting you?** I am able to navigate insightly to find out why projects are stuck etc ### 47. Insightly Increased My Effectiveness **Rating:** 4.0/5.0 stars **Reviewed by:** Stephen C. | President, Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** August 02, 2022 **What do you like best about Insightly CRM?** a) INTEGRATIONS - The main reason that I subscribed to Insightly was its ability to integrate with Quickbooks. This has eliminated copying errors as well as improved our workflow. I also integrate with Mailchimp. b) WORKFLOWS - Since I am often on the road and taking phone calls, it is great to be able to send emails automatically based on criteria that I have set up as well as set-up tasks. The emails that I send make me look like a genius. **What do you dislike about Insightly CRM?** a) OVERKILL FOR MY NEEDS - My clients are one-offs. We run an equipment rental company and provide assistance after eye surgery. As a result, there are so many parts of Insightly that I do not use. Because we are emergency-based, leads and ongoing marketing are not needed. Something much more simplified would be better. b) WORKFLOWS - For the most part, I love the workflows. It did take me some time to figure out how to set them up. I've also had trouble triggering updates to the workflows when a date changes which means I have to manually delete a rental (PROJECT) and then re-create it. I am losing time trying to figure this out. **What problems is Insightly CRM solving and how is that benefiting you?** a) SCHEDULING - Insightly is helping me manage the delivery and pickup dates of our rental equipment. b) ERROR REDUCTION - To reiterate, integration with Quickbooks is the greatest benefit. There is no other CRM out there that provides this option. ### 48. Great for alligning everything as a company **Rating:** 4.0/5.0 stars **Reviewed by:** Ashley E. | Membership Support Executive, Small-Business (50 or fewer emp.) **Reviewed Date:** February 24, 2023 **What do you like best about Insightly CRM?** Email linking to projects, everyone in the team can find and access information they need even if another team member isn't around. **What do you dislike about Insightly CRM?** The add on to google emails could be better **What problems is Insightly CRM solving and how is that benefiting you?** Workflow is better through projects and activity sets but mainly it's useful for looking at historical emails ### 49. Multiple uses! **Rating:** 5.0/5.0 stars **Reviewed by:** Lucas B. | Small-Business (50 or fewer emp.) **Reviewed Date:** February 23, 2023 **What do you like best about Insightly CRM?** WE've got so many uses for it, it is so helpful and great in many ways! **What do you dislike about Insightly CRM?** I wish that the integration with quickbooks was free it is kind of a bummer that its not! **What problems is Insightly CRM solving and how is that benefiting you?** it helps us keep all our contacts togetheri n one place - so helful ### 50. Great once up and running, Fully adjustability is great **Rating:** 3.5/5.0 stars **Reviewed by:** Alex R. | Mortgage broker, Small-Business (50 or fewer emp.) **Reviewed Date:** November 23, 2022 **What do you like best about Insightly CRM?** Everything is tailorable to your business, it's not just a purchase-and-go CRM, but you tailor it to your needs and the way you work. This adds to the experience for the end user. **What do you dislike about Insightly CRM?** A bit fiddly to get going, but once you understand the system and its limitations, you are all good to go. Just take the time to get to know it before implementing it. **What problems is Insightly CRM solving and how is that benefiting you?** Constant check-up is excellent; not all providers do this, and the additional feedback generated via email is also useful. Not much more to say than that really. ## 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?login_required=true&page=3§ion=pricing&secure%5Bexpires_at%5D=2026-08-12+12%3A36%3A11+-0500&secure%5Bsession_id%5D=9050b6ca-acfd-4711-9030-171424c3e739&secure%5Btoken%5D=3cec4cb5ba0e5345eee7104baf825dffcd172d44941d8db889a169b82fc8edd2&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) - [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 - Contract/License Management **Marketing Automation** - Email Marketing - Lead Management - Marketing ROI Analytics - Email Management - File Management - Deal Management **Agentic AI - Sales Analytics** - Autonomous Task Execution - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Third-Party Integrations - CRM Integration **Customer Support** - Case Management - Customer Support Portal - Knowledge Base - Call Center Features - Support Analytics - Workflow Management - Opportunity Management - Sales Pipeline Management - Reporting/Analytics - Calendar Management - Pipeline Management - Content Management - Communication Management - Visual Analytics - Template Management - Predictive Analytics - Document Management - Channel Management - Commission Management - Field Sales Management **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 - Budgeting/Forecasting - Correlation Analysis - Competitive Analysis - Sales Trend Analysis - Statistical Analysis **Mobile & Social** - Social Collaboration Features - Social Network Integration - Mobile User Support - Third-Party Integrations - Social Media Integration - Customer Support - Multi-Channel Social Integration **Sales Management** - Live Pipeline Management - Sales Gamification - Account-Based Analytics - Activity Tracking - Predictive Analytics - Visual Analytics - Task Management - Contact Management - Lead Management - Opportunity Management - Workflow Management **Additional Functionality** - Dynamic Modeling - Lead Qualification - Lead Capture - Real-Time Reporting - Contact Database - API - Reporting & Statistics - Role-Based Permissions - Collaboration Tools - Dashboard Creation - Modeling & Simulation - Exception Reporting - Generative AI - Sales Reports - Performance Metrics - "What If" Scenarios - Customizable Reports - Data Import/Export - AI Copilot - Graphical Data Presentation - Drag & Drop - Access Controls/Permissions - Alerts/Notifications - Business Process Control - Multi-Currency - Pipeline Reports **Platform** - Customization - Workflow Capability - User, Role, and Access Management - Internationalization - Sandbox / Test Environments - Document & Content Mgmt. - Performance and Reliability - Output Document Generation - Mobile Access - Lead Generation **Integration** - Data Import & Export Tools - Integration APIs - Breadth of Partner Applications - Third-Party Integration - Internal Chat Integration - Collaboration Tools - Prospecting Tools - Real-Time Data **Generative AI** - AI Text Generation - Generative AI - Proposal Generation **Agentic AI - CRM** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making - Calendar/Reminder System **Additional Functionality** - Search/Filter - Alerts/Notifications - Data Import/Export - Lead Capture - Batch Processing - Email Tracking - Tagging - Pipeline Reports - Drag & Drop - Segmentation - Customizable Fields - Role-Based Permissions - Interaction Tracking - CRM - Document Storage - AI Copilot - Contact Database - Referral Tracking - Quotes/Estimates - Multi-Channel Communication - Lead Qualification - Marketing Automation - Email Templates - Sales Reports - Customer Journey Mapping - Reminders - Lead Scoring - Data Security - Customizable Reports - Calendar Sync - For Startups - Performance Metrics - Sales Trend Analysis - For iPad Devices - Customizable Templates - Activity Tracking - Reporting & Statistics - For Mac Devices - Landing Pages/Web Forms - Lead Nurturing - Gamification - Prioritization - Web-based Deployment - Softphone - Single Sign On - Customer Database - Event Triggered Actions - Mobile App - Email Sequences - Customer Segmentation - Lead Assignment - For Small Businesses - Live Chat - Business Card/Badge Scanning - Data Visualization - Customer Social Profiles - Social Promotion - Monitoring - Engagement Tracking - Social Media Monitoring - Customer Engagement - Sentiment Analysis - Brand Tracking - Audience Targeting - Workflow Automation ## 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 (24,688 reviews) - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) - 4.4/5.0 (13,301 reviews) - [Pipedrive](https://www.g2.com/products/pipedrive/reviews) - 4.3/5.0 (3,057 reviews)