Insightly CRM Reviews & Product Details

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

Seller

Unbounce

Discussions

Insightly CRM Community

Languages Supported

English, French, Italian, Dutch, Portuguese, Spanish

Solution Type

All-in-One

Overview by

Travis Northup

Used by Thymometrics and 2 others

Beta

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Insightly CRM Integrations

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Insightly CRM Reviews FAQs

Generated using AI

Last updated: Nov 01, 2026

What is Insightly CRM, and what problem is it built to solve?

Insightly CRM is used to bring customer and prospect information together and help teams manage sales relationships and follow-up in one place. Teams also use it to connect customer records with opportunities, tasks, and project work.

What languages does Insightly CRM support?

Insightly CRM supports 6 languages: Dutch, English, French, Italian, Portuguese, and Spanish.

What company sizes and industries is Insightly CRM the best fit for?

Insightly CRM is most strongly represented among small-business teams, with mid-market organizations also appearing across positive experiences. Positive experiences span several industries, especially construction, marketing and advertising, nonprofit work, consulting, and information technology and services.

Small Business: The clearest concentration of positive use, including teams organizing customers, leads, projects, and follow-ups.
Mid-Market: Also represented, with use across sales pipelines, project tracking, and coordination between departments.
Industries: Construction, marketing and advertising, nonprofit organizations, consulting, information technology and services, and renewables and environment stand out among the represented sectors.

How long does it take to implement Insightly CRM across a team?

Teams report a range of implementation timelines, with getting live in under a month the most common experience. Some implementations take longer, particularly when teams are configuring workflows and processes.

Time to go live	Relative frequency
Under 1 month	Most common
1–3 months	Also frequently reported
3–6 months	Reported less often
6 months or longer	Occasional longer implementations

What customer support options does Insightly CRM provide, and how do users find the overall support experience?

Insightly CRM support experiences are mixed: some users describe responsive, knowledgeable help and useful guidance from customer success contacts, while others find it difficult to get a timely, specific answer. The experience can depend on the issue and the support path available to the team.

What is the experience like for teams switching to Insightly CRM from another tool?

Teams have moved to Insightly CRM from spreadsheets and lightweight tools, older CRMs, and larger CRM platforms. The change is often motivated by a desire for easier day-to-day use, more adaptable records and workflows, or a better balance of price and functionality; users describe moving customer and project information into a more centralized system. Transitions can feel straightforward, though configuring the system and learning its terminology may take effort, and some teams find the navigation no easier than their previous CRM.

What tools and platforms does Insightly CRM integrate with, and how do these integrations help users get more value from the product?

Insightly CRM has 8 listed integrations. Users describe connecting it with tools for email and productivity, accounting, marketing, automation, and team communication.

Email and productivity: Microsoft Outlook and Google Workspace/Gmail.
Accounting: QuickBooks.
Marketing: Mailchimp.
Automation and app connections: Zapier.
Team communication: Slack and Twilio.

These connections can keep customer details and communications closer to sales and project records, reduce manual data entry, and help teams coordinate work across the tools they already use.

What features or capabilities could make Insightly CRM even more useful?

Insightly CRM could be more useful with stronger reporting and more flexible ways to tailor dashboards and workflows. Users also point to opportunities to make everyday navigation and data handling smoother.

Expand report and dashboard customization, including more flexible filters and clearer ways to turn reports into dashboard views.
Make automations easier to configure and extend, with more ready-to-use workflows and dependable triggers.
Improve navigation and task handling so common actions take fewer steps and are easier for new users to learn.
Strengthen integration coverage and syncing so information moves reliably between Insightly CRM and connected tools.

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Vanessa L.

Head of Business Development

Small-Business (50 or fewer emp.)

10/29/2026

"Intuitive, Easy-to-Use UI That Just Works"

4.5/5

What do you like best about Insightly CRM?

I loved the UI—it’s very easy to use, intuitive, and straightforward to navigate. Review collected by and hosted on G2.com.

What do you dislike about Insightly CRM?

It doesn’t integrate with many other software tools, which makes it quite challenging to use. Review collected by and hosted on G2.com.

Roberto d.

TI Supervisor

Small-Business (50 or fewer emp.)

4/24/2026

"The perfect launchpad CRM for a growing business"

2.5/5

What do you like best about Insightly CRM?

Honestly, what I liked most about Insightly was how easy it was to get started. When we were a small team, we didn't have time to spend weeks on implementation or training. With Insightly, we were up and running in just a couple of days. Review collected by and hosted on G2.com.

What do you dislike about Insightly CRM?

Reporting and analytics were probably my number one complaint. The built-in reports felt pretty limited, and whenever I needed something more custom or more visual, I usually ended up exporting to Excel and building it myself. That kind of defeats the purpose of having a CRM. Review collected by and hosted on G2.com.

arun k.

Security Operations Center Analyst

Mid-Market (51-1000 emp.)

8/22/2026

"Exceptional Interface and Usability with Helpful Documentation"

5/5

What do you like best about Insightly CRM?

The interface and usability are exceptional. Furthermore, the accompanying documentation provides valuable assistance. Review collected by and hosted on G2.com.

What do you dislike about Insightly CRM?

The support functionality requires enhancement, and the current pricing structure is perceived as somewhat elevated. Review collected by and hosted on G2.com.

Anna K.

Director of Partner Support & Company Systems

Small-Business (50 or fewer emp.)

4/30/2026

"Modern, Intuitive Design That’s Easy to Navigate"

4/5

What do you like best about Insightly CRM?

It’s easy to navigate, with a modern, intuitive design that feels straightforward to use. Review collected by and hosted on G2.com.

What do you dislike about Insightly CRM?

The text-formatting options within tasks are subpar. I also wish the dashboards were more dynamic and could be used with any report. Review collected by and hosted on G2.com.

Verified User in Consulting

Small-Business (50 or fewer emp.)

3/15/2026

"Great Dashboard, but Help and Support Made Full Implementation Impossible"

2.5/5

What do you like best about Insightly CRM?

I liked the dashboard on the home page, and I originally bought it because a colleague had used it to manage his speaking engagements, like planning a project but less complicated. We could never get it to do what he did; we suspect he had a legacy version, as his page and ours did not look the same. Review collected by and hosted on G2.com.

What do you dislike about Insightly CRM?

The Help function. We would ask a specific question, the automated function would send us a bunch of videos to watch, which never addressed our issue. Then it would take about 24 hours to get a response, and it still didn't resolve our issue. Finally, as a last step, we requested a human. Same routine, never actually answered our question. Therefore, we couldn't figure out how to use it fully, and we pulled out and cancelled after one year. It was impossible to implement it fully without getting our questions answered. I paid my team significant $$$ to figure it out, and we never could. Review collected by and hosted on G2.com.

Response from Harryson Pointdujour of Insightly CRM

Thank you for taking the time to share your experience. It's great to hear you liked the dashboard, but sorry that the support experience made it difficult for your team to get the value you expected.

What you described is not the experience we want customers to have. While our help center and video resources are meant to provide quick answers, they should never replace clear, direct support when you have a specific question or implementation challenge. It’s frustrating to feel like you’re not getting the help you need, especially after investing time and resources into trying to make the platform work for your team.

Regarding the differences you noticed compared to your colleague’s setup, Insightly has evolved significantly over the years (in fact, we just completely revamped the free trial and setup experience to streamline implementation), and it’s possible they were using a different version or configuration. In many cases, similar workflows can still be recreated with the right setup, but we should have done a better job helping you get there.

If you’re open to it, we’d welcome the opportunity to learn more about what you were trying to accomplish and see if we can help. Feedback like yours helps us improve both our support experience and how we guide new customers through implementation. Feel free to email harryson.pointdujour@unbounce.com and include "G2 Review Response" in the subject line.

Thank you again for the honest feedback.

Verified User in Information Technology and Services

Small-Business (50 or fewer emp.)

4/30/2026

"User-Friendly CRM with Strong Integrations for Streamlined Management"

4/5

What do you like best about Insightly CRM?

What I like most about Insightly CRM is its user-friendly interface and strong integration capabilities. It makes it easy to manage contacts, projects, and pipelines in a straightforward way, and it connects smoothly with tools like email and other business systems so everything stays streamlined in one place. Review collected by and hosted on G2.com.

What do you dislike about Insightly CRM?

One downside of Insightly CRM is that some advanced features and customisation options can feel limited compared to more complex CRM systems. Reporting can also be a bit restrictive, especially if you need deeper insights or more flexible data analysis. Review collected by and hosted on G2.com.

Verified User in Marketing and Advertising

Small-Business (50 or fewer emp.)

10/27/2026

"Outdated, Clunky Design Holds Back Strong Object Capabilities"

0.5/5

What do you like best about Insightly CRM?

It has strong object capabilities for a low price Review collected by and hosted on G2.com.

What do you dislike about Insightly CRM?

It feels outdated, with a clunky design, and it doesn’t innovate enough. Review collected by and hosted on G2.com.

Han L.

Senior Application Engineer

Small-Business (50 or fewer emp.)

12/9/2025

"All-in-One CRM and Project Management Made Easy"

4/5

What do you like best about Insightly CRM?

What I like best about Insightly is how it combines CRM and project management in one platform, so you can track a customer from first lead all the way through delivery. It’s also very easy to use, with clean workflows and strong email and calendar integration. Review collected by and hosted on G2.com.

What do you dislike about Insightly CRM?

What I dislike about Insightly is that some advanced features, like deeper automation and reporting, are locked behind higher-tier plans. It can also feel a bit limited for very large sales teams compared to more powerful enterprise CRMs. Review collected by and hosted on G2.com.

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

Insightly CRM solves the problem of scattered customer data by keeping contacts, emails, deals, and projects all in one place. It also improves follow-up and accountability through automation, tasks, and workflow tracking. This benefits me by saving time, reducing missed follow-ups, and giving me a clear view of where every customer and deal stands. It ultimately helps me stay more organised and responsive. Review collected by and hosted on G2.com.

Response from Harryson Pointdujour of Insightly CRM

Thanks for the thoughtful review, Han! So glad the combo of CRM and project management is making your workflow smoother and that the integrations are working well for you. I understand you have some concerns about scaling your team with the platform. I don't have your information on hand but please consider reaching out to the Growth team or a member of the CS team to look into your options. I appreciate you taking the time to share your experience.

Aravind G.

Senior Associate - Data

Staffing and Recruiting

Small-Business (50 or fewer emp.)

9/16/2025

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

5/5

What do you like best about Insightly CRM?

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

What do you dislike about Insightly CRM?

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

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

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

Response from Harryson Pointdujour of Insightly CRM

Hi Aravind,

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

Thanks again for sharing!

Rodrigo M.

Warehouse management

Small-Business (50 or fewer emp.)

4/28/2026

"All My Work Files in One Place—Easy Access and Reliable Info"

5/5

What do you like best about Insightly CRM?

Insightly has all the files I need for work, and it’s easy to access. The information is reliable, which helps me stay on top of my daily information and tasks. Review collected by and hosted on G2.com.

What do you dislike about Insightly CRM?

Sometimes the font feels kind of small, but maybe that’s because I work on a tablet/laptop, and everything looks super small jaja. Review collected by and hosted on G2.com.