--- 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: '2026-08-04' 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. Best tool to give the actionable Insights **Rating:** 4.5/5.0 stars **Reviewed by:** Arpit J. | Salesforce Solution Architect, Mid-Market (51-1000 emp.) **Reviewed Date:** January 05, 2023 **What do you like best about Insightly CRM?** The best part about this tool is its inbuilt integration with the CRM. Also the ease of OOTB connectors with which you can integrate with other tools makes it one of the best out there. **What do you dislike about Insightly CRM?** Our team really wish for this tool to come with a powerful prebuilt processes within their CRM system to avoid the need to complex customization. So some generic use cases would make it more robust. **What problems is Insightly CRM solving and how is that benefiting you?** We have integrated Insightly Analytics with many tools internally to build an entire customer 360 for our internal teams and are using the analytics platform to identify the trends and future goals. ### 2. It gets the job done ✅ **Rating:** 4.0/5.0 stars **Reviewed by:** Madelyn V. | Mid-Market (51-1000 emp.) **Reviewed Date:** February 25, 2023 **What do you like best about Insightly CRM?** The order in documents and paperwork! Easy to find what I need and very helpful and common sense. **What do you dislike about Insightly CRM?** The speed, it takes a while sometimes and it's hard to wait when u have to do something urgently. **What problems is Insightly CRM solving and how is that benefiting you?** It has all the documents in one place ### 3. Easy, to the point **Rating:** 4.5/5.0 stars **Reviewed by:** scott r. | Mid-Market (51-1000 emp.) **Reviewed Date:** February 23, 2023 **What do you like best about Insightly CRM?** Easy navigation, easy upload. Reports are functional, simple to run and update **What do you dislike about Insightly CRM?** Had a bit of a hard time linking email to Insightly and tracking the outgoing data to clients. a bit manual **What problems is Insightly CRM solving and how is that benefiting you?** tracking what we are doing and how a sale moves through the process ### 4. Insightly is an intuitive CRM! **Rating:** 4.5/5.0 stars **Reviewed by:** Gabrielle M. | Digital Marketing Coordinator, Small-Business (50 or fewer emp.) **Reviewed Date:** November 17, 2022 **What do you like best about Insightly CRM?** I like how easy it is to generate custom reports. I'm often having to pull data on our partner firms and I like that I can create those reports easily and all of the information I need is in one place. **What do you dislike about Insightly CRM?** I dislike that the important for the opportunities can sometimes be disorganized. This could be an issue on the user's end and not Insightly's end. **What problems is Insightly CRM solving and how is that benefiting you?** Insightly solves the problem of lack of organization. It's great that all the information is in one place and we can assign other departments/individuals tasks within the system. ### 5. Finally a CRM that's user friendly! **Rating:** 5.0/5.0 stars **Reviewed by:** Arrea'l B. | Executive Assistant, Small-Business (50 or fewer emp.) **Reviewed Date:** July 26, 2022 **What do you like best about Insightly CRM?** I love the ease and user-friendly options that this CRM provides. Not all CRM's are made the same and most can be a bit tricky to navigate but Insightly has taken the guesswork out of completing tasks and has saved us so much time and effort. **What do you dislike about Insightly CRM?** While there is not much to dislike, I am not a big fan of the email feature. It leaves a little to be desired in the ways of options when sending bulk emails and what types of attachments can be included. **What problems is Insightly CRM solving and how is that benefiting you?** The Insightly CRM is taking the mundane and lengthy tasks that usually plague administrative assistants away and making it to where time can be freed up to pursue other parts of the business. Also being able to keep all of our business info, clients, emails,calendars, etc in one place makes it easy for everyone on the team to stay on the same page. ### 6. Insightly Review **Rating:** 2.5/5.0 stars **Reviewed by:** Bryan M. | Mid-Market (51-1000 emp.) **Reviewed Date:** February 28, 2023 **What do you like best about Insightly CRM?** Simple & Easy to Use/Learn - if no one has used CRM before it should be good to learn from **What do you dislike about Insightly CRM?** Not as much capability as Salesforce for me. **What problems is Insightly CRM solving and how is that benefiting you?** Nothing for me currently, it's just tracking all of my clients and data from sales. ### 7. Efficient **Rating:** 5.0/5.0 stars **Reviewed by:** Brisa F. | Mid-Market (51-1000 emp.) **Reviewed Date:** February 23, 2023 **What do you like best about Insightly CRM?** We love that it is convenient for our job **What do you dislike about Insightly CRM?** There are times that it switches up without letting us know before hand **What problems is Insightly CRM solving and how is that benefiting you?** We can communicate as a team and understand what happened in the last call withour customers which is very beneficial to us ### 8. The account set up and customer service team are great to work with. Answer questions promptly. **Rating:** 3.0/5.0 stars **Reviewed by:** Michael N. | Sales Operations Analyst, Mid-Market (51-1000 emp.) **Reviewed Date:** February 23, 2023 **What do you like best about Insightly CRM?** Set up and dashboards are easy to make. Customer service and account management team are great. **What do you dislike about Insightly CRM?** The system is based off individual names and not company names. It is also hard to catch duplicate entries. **What problems is Insightly CRM solving and how is that benefiting you?** Our actual potential revenue pipeline and finding engaged prospects ### 9. It does what it needs to do **Rating:** 2.5/5.0 stars **Reviewed by:** Samantha F. | Mid-Market (51-1000 emp.) **Reviewed Date:** February 23, 2023 **What do you like best about Insightly CRM?** It's okay. Has the basic capabilities and allows you to search well. **What do you dislike about Insightly CRM?** It's a very basic UI, and not complex. They are definitely missing a lot of the functionalities that we are looking for **What problems is Insightly CRM solving and how is that benefiting you?** It is allowing us to manage our customer base effectively. ### 10. The greatest thing about Insightly is how everything lives in one spot. **Rating:** 4.0/5.0 stars **Reviewed by:** Jared M. | Video Producer, Mid-Market (51-1000 emp.) **Reviewed Date:** December 14, 2021 **What do you like best about Insightly CRM?** The collaboration tools between departments. **What do you dislike about Insightly CRM?** Sometimes project creation can be a little repitive **Recommendations to others considering Insightly CRM:** Please consider it. See all of its capabilities and be fully Informed **What problems is Insightly CRM solving and how is that benefiting you?** All data from all departments living in one spot so that everyone can reference details from other peoples projects ### 11. I love Insightly **Rating:** 5.0/5.0 stars **Reviewed by:** Camrie R. | Mid-Market (51-1000 emp.) **Reviewed Date:** February 24, 2023 **What do you like best about Insightly CRM?** That we were able to create a project page inside a project page. **What do you dislike about Insightly CRM?** I dislike that the information doesn't always flow between the object link connected to the project page **What problems is Insightly CRM solving and how is that benefiting you?** It helps with the organization and tracking of our customers project ### 12. Organized and much ordinated tool to classify data **Rating:** 5.0/5.0 stars **Reviewed by:** Ayesha M. | Operations Manager, Education Management, Small-Business (50 or fewer emp.) **Reviewed Date:** December 15, 2021 **What do you like best about Insightly CRM?** Reports and charts are a quick-go to get an idea for the complete activity in the process. The email feature is the best to be sent within by a single click and the history gets saved for future records. Bulk editing while using big data is the most useful addition to the tool. The pipeline stage gets the team on track. **What do you dislike about Insightly CRM?** Admin access is limited only to the registered account and can not be shared with sub-admins. I suggest there should be an option to add 2 or 3 sub-accounts to complete the initial processing rather than to keep the things on hold burdening the single admin to process. **What problems is Insightly CRM solving and how is that benefiting you?** Complete data is comprised in one place. The rotation of the task within the organization is to get the solutions in time. It assists to add more than one opportunity and task to a single lead, which helps to gather the scattered information. The data is on-board with a complete history saved. ### 13. its very intuitive, when searching up a client. **Rating:** 5.0/5.0 stars **Reviewed by:** Jovanny S. | Mid-Market (51-1000 emp.) **Reviewed Date:** February 25, 2023 **What do you like best about Insightly CRM?** was useful is the the bar status on client to find out where they stand on there project. **What do you dislike about Insightly CRM?** i think it would be the extra tabs its has should all be on one page **What problems is Insightly CRM solving and how is that benefiting you?** looking up s status on a clients status ### 14. Insightly is a beast! **Rating:** 5.0/5.0 stars **Reviewed by:** Martin M. | Escalations Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** February 23, 2023 **What do you like best about Insightly CRM?** It is robust and integrates well with other software tools. **What do you dislike about Insightly CRM?** Navigation between pages is slow to load and a bit clunky **What problems is Insightly CRM solving and how is that benefiting you?** Insightly has become the one stop shop for all employees to view project pages as the source-of-truth. It certainly increases productivity. ### 15. great product for keeping up to date with client contacts **Rating:** 5.0/5.0 stars **Reviewed by:** daniel h. | Small-Business (50 or fewer emp.) **Reviewed Date:** February 24, 2023 **What do you like best about Insightly CRM?** Organizations information all in one space able to save emails as well. **What do you dislike about Insightly CRM?** More tips and tricks, they could have more pointers pop up. **What problems is Insightly CRM solving and how is that benefiting you?** Being able to log all customer data and contact in one spot and share with other employees ### 16. Insightly offers features that really help with assigning multiple reports for each department. **Rating:** 2.5/5.0 stars **Reviewed by:** Mikaela H. | CX Team Lead, Mid-Market (51-1000 emp.) **Reviewed Date:** March 02, 2023 **What do you like best about Insightly CRM?** Insightly is simple, direct, and cohesive. **What do you dislike about Insightly CRM?** There are a lot of different features which can be helpful but also is difficult to find thee most efficient way to house information/reporting/data. **What problems is Insightly CRM solving and how is that benefiting you?** Project specific data and department specific reports. ### 17. Greatly customer service! **Rating:** 4.0/5.0 stars **Reviewed by:** Andrea D. | Small-Business (50 or fewer emp.) **Reviewed Date:** March 02, 2023 **What do you like best about Insightly CRM?** The easy of the tool is helpful in everyday tasks within the system. **What do you dislike about Insightly CRM?** The system can be wonky in saving information at times. Just make sure to save your work. **What problems is Insightly CRM solving and how is that benefiting you?** Keeping track of client prospects and opportunities. ### 18. We LOVE Insightly! **Rating:** 5.0/5.0 stars **Reviewed by:** Ramon G. | Founder, Small-Business (50 or fewer emp.) **Reviewed Date:** November 16, 2022 **What do you like best about Insightly CRM?** The user interface of Insightly is really helpful and allows me to have all customer data in one place. I can now make better business decisions because of it! **What do you dislike about Insightly CRM?** There is a learning curve with developing your pipelines and just learning the terms they use in the program. Once you know the terms it is easy to use! **What problems is Insightly CRM solving and how is that benefiting you?** It is solving me not having accurate data on my clients and being able to see trends in my client data at all aspects of the client journey (leads & sales). ### 19. It is simple to use and aids in my task organization on a daily and monthly basis. **Rating:** 5.0/5.0 stars **Reviewed by:** Eunice R. | Account Managers Assistant, Mid-Market (51-1000 emp.) **Reviewed Date:** November 22, 2022 **What do you like best about Insightly CRM?** The latest upgrade, which allows you to integrate Insightly with a Chrome extension so that all contacts and templates can be accessed through Gmail's sidebar, is the finest. **What do you dislike about Insightly CRM?** I suggest using a button rather than a drop-down menu to make customizing or filtering chores easier. **What problems is Insightly CRM solving and how is that benefiting you?** With the most recent upgrade, we are no longer locked out of accounts while attempting to log in. I can assist the account manager by sending and responding to emails without logging in as the user and instead using the sidebar. ### 20. Limited support, lacking features, overpriced **Rating:** 0.0/5.0 stars **Reviewed by:** Sam P. | Marketing Director, Small-Business (50 or fewer emp.) **Reviewed Date:** June 29, 2022 **What do you like best about Insightly CRM?** For smaller firms, this used to be a simple but effective platform that had the features needed to be successful. Being able to get a team up and going, make changes to the system and get data into and out of the system was great. **What do you dislike about Insightly CRM?** We've been with Insightly for 8 years at this point, I don't think many of the reviews have ever used the product. For us, our usage hasn't changed but our price has tripled and support has been completely removed. The company seems to have focused on building very average marketing tech and making a huge fuss about a product for integration rather than just integrating their base product. I'd not recommend to anyone to use Insightly as a CRM, the costing is about the same as more full featured and supported CRMs with far fewer functions, interoperability and marketing features. Some examples of our frustrations: - During export & reporting, you cannot export opportunity owner names, only email addresses and user ID numbers, making reports more frustrating - Nothing integrates with Insightly, not one single sales enablement, marketing automation, email marketing or advertising platform has a native Insightly integration, it is all custom work - There is no support through the platform, you must sign up to a separate support plan that puts the cost of Insightly beyond Hubspot and Salesforce together - During renewal conversations, our sales rep missed our call, didn't respond to requests for another Save yourself the frustration and get a different platform **What problems is Insightly CRM solving and how is that benefiting you?** Fills the basic features of a CRM relatively well, but definitely with limitations outlined above. The system is easy to create new fields and access for our team would be the best things. **Official Response from Harryson Pointdujour:** > Hello Sam, Thank you for the honest feedback. We’ve shared each of your concerns internally with leadership. Please look forward to a personal message from our Customer Success team. We’d love to connect with you for about 15 minutes to discuss your experience in more detail and help however we can. ### 21. International sales tracking tool **Rating:** 4.0/5.0 stars **Reviewed by:** Tiffany S. | Mid-Market (51-1000 emp.) **Reviewed Date:** February 23, 2023 **What do you like best about Insightly CRM?** It is a place where I can organize all of the communication for an opportunity. **What do you dislike about Insightly CRM?** It can be difficult to know what tools are available and how to use them. **What problems is Insightly CRM solving and how is that benefiting you?** We have not had a consistent method of tracking. ### 22. Operation Manager **Rating:** 4.5/5.0 stars **Reviewed by:** Wayne R. | Small-Business (50 or fewer emp.) **Reviewed Date:** March 02, 2023 **What do you like best about Insightly CRM?** Ease of use. Very easy set up without a lot of clicks. **What do you dislike about Insightly CRM?** Wish there was more integrations with dialers like JustCall. **What problems is Insightly CRM solving and how is that benefiting you?** Really goes back to ease of use and clarity on where to find data. ### 23. Great CRM for a growing business **Rating:** 5.0/5.0 stars **Reviewed by:** Rick L. | Senior Sales Representative, Mid-Market (51-1000 emp.) **Reviewed Date:** February 23, 2023 **What do you like best about Insightly CRM?** Integration with Google and QuickBooks is a big plus. **What do you dislike about Insightly CRM?** The speed of pipeline automations could be improved. **What problems is Insightly CRM solving and how is that benefiting you?** Insightly is helping us keep our database current and active across multiple departments. We can also watch projects flow between users. ### 24. Looking up information about the products we sell. **Rating:** 5.0/5.0 stars **Reviewed by:** Theresa B. | Small-Business (50 or fewer emp.) **Reviewed Date:** February 23, 2023 **What do you like best about Insightly CRM?** I like that I can sort through different filters to narrow down my search. **What do you dislike about Insightly CRM?** Once I have entered my Tracking information for shipping, it automatically disappears instead of asking if I am finished with the project. **What problems is Insightly CRM solving and how is that benefiting you?** NA ### 25. Insightly is a great CRM tool. **Rating:** 4.5/5.0 stars **Reviewed by:** Leung Jun C. | Ingeniero de software., Mid-Market (51-1000 emp.) **Reviewed Date:** September 21, 2022 **What do you like best about Insightly CRM?** I like Insightly because it allows me to save activity sets for recurring groups of tasks that are required for various types of projects. It works well as a central repository for customer data that all internal teams can access. I personally didn't use many of the other custom reporting and capabilities that Insightly offers, which is great because our business has grown alongside our use of the service. **What do you dislike about Insightly CRM?** More space for homework. The width of a column that I adjust in the "Relate or Activity" tabs so that, for example, I can see the full title, doesn't stay that way when I go back to that view later. Each time, I must change the size. **What problems is Insightly CRM solving and how is that benefiting you?** We use Insightly as our CRM solution to keep track of new business sales opportunities and to store all the data related to our existing customers. In addition, we use it for delegating work to internal departments for sourcing, billing, and reporting, as well as tracking all projects. It is our primary place to host individual customer information, and it can be accessed and used by other departments. ### 26. CRM **Rating:** 4.0/5.0 stars **Reviewed by:** Kalli K. | Small-Business (50 or fewer emp.) **Reviewed Date:** February 25, 2023 **What do you like best about Insightly CRM?** Group interface, projects, tracking, document saving etc **What do you dislike about Insightly CRM?** I can't think of anything - sometimes it gets slow and the recipes/projects don't work. **What problems is Insightly CRM solving and how is that benefiting you?** Flow between departments, document sharing, visibility to emails when using the CRM email ### 27. Insightly is perfectly sufficient to organize client info in a large business. **Rating:** 3.5/5.0 stars **Reviewed by:** Jared T. | Supervisor, Mid-Market (51-1000 emp.) **Reviewed Date:** October 25, 2022 **What do you like best about Insightly CRM?** Insightly CRM is easy to navigate and organizes client info very neatly. After a year of use, I have no trouble finding the information I need on any given account. **What do you dislike about Insightly CRM?** It is occasionally difficult to find a customer's account when the direct account code is not available. Oftentimes, multiple accounts will come up when information only found on one is inputted into the search bar. **What problems is Insightly CRM solving and how is that benefiting you?** Customers frequently do not have the information needed to find their project directly, but Insightly's search function makes finding an account from limited information quite simple. ### 28. Pretty good, there are some small glitches but overall it is one of the best CRMs I've ever used. **Rating:** 4.0/5.0 stars **Reviewed by:** Heitor Augusto D. | Project Manager / Solar Systems Engineer, Small-Business (50 or fewer emp.) **Reviewed Date:** November 16, 2022 **What do you like best about Insightly CRM?** The best feature is the email option to attach files automatically without manually adding them one by one. **What do you dislike about Insightly CRM?** I do not like the glitches and the loading time, but the worst part is actually their app interface. Most of the time I am using the web based version but trying to use the app is always a pain. **What problems is Insightly CRM solving and how is that benefiting you?** Insightly CRM is aggregating a lot of our company's information in one single place, increasing productivity and efficiency in the company overall. ### 29. Would recommend **Rating:** 4.5/5.0 stars **Reviewed by:** Brenda K. | Mid-Market (51-1000 emp.) **Reviewed Date:** February 25, 2023 **What do you like best about Insightly CRM?** I love how organized Insightly is compared to most platforms. **What do you dislike about Insightly CRM?** Sometimes we will submit jotforms that should go directly to insightly. They don't always go thorugh and we have to connect them to projects manually. **What problems is Insightly CRM solving and how is that benefiting you?** Insightly helps me keep all of my projects organized and where they are in the process. I love that we can create reports to manage these based on my specified criteria. ### 30. Very Helpful CRM **Rating:** 4.0/5.0 stars **Reviewed by:** Ahmed H. | Enterprise (> 1000 emp.) **Reviewed Date:** February 23, 2023 **What do you like best about Insightly CRM?** It can includes many options and makes things easier to reach **What do you dislike about Insightly CRM?** Needs to be easier to use as it's so busy and difficult sometimes **What problems is Insightly CRM solving and how is that benefiting you?** Filtering and arranging data easily ### 31. Insightly is a Game Changer! **Rating:** 5.0/5.0 stars **Reviewed by:** Challyn W. | Small-Business (50 or fewer emp.) **Reviewed Date:** February 25, 2023 **What do you like best about Insightly CRM?** I love the Customized Objects you can create! **What do you dislike about Insightly CRM?** The lag time we experience with updates. **What problems is Insightly CRM solving and how is that benefiting you?** Being able to track status of projects especialy through reports and customized objects ### 32. User Friendly. **Rating:** 4.0/5.0 stars **Reviewed by:** Gabriela V. | Mid-Market (51-1000 emp.) **Reviewed Date:** February 28, 2023 **What do you like best about Insightly CRM?** My favorite part of Insightly is being able to find information easily. **What do you dislike about Insightly CRM?** Sometimes has delays when project is initially created. **What problems is Insightly CRM solving and how is that benefiting you?** Insightly has helped locate information easier. ### 33. It's very organized but could use easier navigation/involve less clicks. **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Market Research | Small-Business (50 or fewer emp.) **Reviewed Date:** November 24, 2022 **What do you like best about Insightly CRM?** The ability to link items and have overviews of all active projects, for example, is very useful. The fields are easy to fill in and customize. Not sure how good competitors are. **What do you dislike about Insightly CRM?** It often takes many clicks to get to where you want. If you know what you want, it is easy to find, but sometimes items can be categorized in different places - the ability to link items (e.g., projects and opportunities) helps with this. **What problems is Insightly CRM solving and how is that benefiting you?** It keeps all our projects in one place and allows for easy tracking. The automatic reminders, etc. help to keep us organized and act as a safety net in case something is missed. ### 34. We switched to Insightly and are still with them 9 years later **Rating:** 4.0/5.0 stars **Reviewed by:** zan r. | owner, Small-Business (50 or fewer emp.) **Reviewed Date:** November 17, 2022 **What do you like best about Insightly CRM?** simple yet robust. i think any software will have a learning curve but this one really worked for us. **What do you dislike about Insightly CRM?** a few things like ordering things by latest date out instead of upcoming is annoying, and a few other simple things that really should be fixed. but alas it's not a show stopper **What problems is Insightly CRM solving and how is that benefiting you?** keeping as much data as possible in one spot. not using my memory for anything, all in the tasks and reminders. ### 35. Powerful and Versatile Tool **Rating:** 5.0/5.0 stars **Reviewed by:** Rodrigo K. | Owner and General Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** July 26, 2022 **What do you like best about Insightly CRM?** The possibility of creating my fields to personalize the tool and use it to my exact needs is very powerful. **What do you dislike about Insightly CRM?** No way to integrate to my own CRM (as I use it outside the US, there are different platforms). Also, there is no way to delete multiple files from each customer record, for example when a customer sends too many attachments or too many repeated files or pictures and you want to clean the files from a particular customer, you have to do it one by one and Insightly then goes to a different view every time. **What problems is Insightly CRM solving and how is that benefiting you?** They manage all my customers in an ordered and systematic manner, I have a pretty nice customer database and I manage it only by myself, without Insightly would be impossible. ### 36. Organized System - Customizable **Rating:** 3.5/5.0 stars **Reviewed by:** Haley M. | Small-Business (50 or fewer emp.) **Reviewed Date:** February 23, 2023 **What do you like best about Insightly CRM?** I think the system is user-friendly, and every level salesperson can use it. It is also very customizable to what your orgnaization needs. Overall, an excellent CRM system. **What do you dislike about Insightly CRM?** There is not a lot that I dislike about this system. **What problems is Insightly CRM solving and how is that benefiting you?** It has helped to keep everyone's business deals organized. Management can go in and review the pipeline at any time. ### 37. Great CRM to help manage client prospect data. **Rating:** 3.5/5.0 stars **Reviewed by:** Christopher F. | Manager of Business Development & Strategic Growth Advisor, Small-Business (50 or fewer emp.) **Reviewed Date:** February 23, 2023 **What do you like best about Insightly CRM?** I like that you can work through prospects from an Account and Contact level and really drill down on all activity for each account. **What do you dislike about Insightly CRM?** Reports are difficult to customize at times and painful to pull in certain data for specific reports. **What problems is Insightly CRM solving and how is that benefiting you?** Managing customer data from an agency perspective. Their customization has helped us really make it our own. ### 38. Insightly is a great way to keep track of my clients **Rating:** 5.0/5.0 stars **Reviewed by:** Amber V. | Consultant, Small-Business (50 or fewer emp.) **Reviewed Date:** August 09, 2022 **What do you like best about Insightly CRM?** Insightly allows me to connect contacts with opportunities to keep personal and account information accurate and separated. I really like the ease of the interface. **What do you dislike about Insightly CRM?** Tasks lists look a little jumbled sometimes and it can be difficult to navigate the system if you've never used it before. I think it would be really cool if there were more personalization options as well. **What problems is Insightly CRM solving and how is that benefiting you?** Insightly helps my company keep track of enrollments and client accounts to make sure we're keeping up with clients accurately and efficiently. We want to make sure we won't drop the ball and miss any deadlines, so we create tasks as reminders so we can reach out to the right people at the right time. ### 39. Great platform!! **Rating:** 5.0/5.0 stars **Reviewed by:** Henry P. | Oak frame designer, Mid-Market (51-1000 emp.) **Reviewed Date:** March 02, 2022 **What do you like best about Insightly CRM?** I love the ease of use within the platform. Everything you need is at your fingers and effortless to find! **What do you dislike about Insightly CRM?** There isn't much I dislike. I would prefer for address to be easy to copy and paste. **What problems is Insightly CRM solving and how is that benefiting you?** Having everybody's information through searching for a single series of digits greatly improve performance and speed ### 40. Aussie solar system manufacturer **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Renewables & Environment | Small-Business (50 or fewer emp.) **Reviewed Date:** December 14, 2022 **What do you like best about Insightly CRM?** The workflow automations make our processes a lot easier to manage. It makes it a lot easy for us to expand our business without needing to hire a lot more staff. **What do you dislike about Insightly CRM?** Not having all the customers history (tasks, notes, events, etc) for each stage of the process (lead, opportunity, contact, project) all listed in the one place in historical order **What problems is Insightly CRM solving and how is that benefiting you?** Insightly CRM definitely helped us fix the project management flows in our business so now we are able to give customers much better communication and better service. ### 41. A great CRM tool to keep all teams informed **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Market Research | Mid-Market (51-1000 emp.) **Reviewed Date:** August 08, 2022 **What do you like best about Insightly CRM?** It's great as a central place to house customer information, where all internal teams can access it. I like that you can save Activity Sets for repeatable task sets that are needed in different project types. Insightly has so many more features and custom reporting that I personally have not used; it is great because as our company has evolved, so have the ways we use the tool. **What do you dislike about Insightly CRM?** My main concerns are with the "small" things, such as when I open an Org or Project tab after a search, it only takes up less than half of my page. Not sure how to make it show as full page. Or when I save the width of a column on the Relate or Activity tabs (so that I can read the full title for instance), it does not hold that size the next time I return to that view. I have to re-size it each time. **What problems is Insightly CRM solving and how is that benefiting you?** Before we started using it several years ago, there wasn't a central location to keep customer information. Things were mainly tracked in individuals' emails and on spreadsheets. **Official Response from Harryson Pointdujour:** > Thanks for sharing your perspective on Insightly! It’s great to hear that the platform has continued to meet your needs as your company grows. That’s definitely the goal. When it comes to showing records in a full page, right click the record and select ‘Open link in new tab.’ Hopefully that helps. Thanks for your feedback on the Relate/ Activity tabs as well. I’ll deliver that to the team. ### 42. Insightly keeps all of our info organized **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** November 18, 2022 **What do you like best about Insightly CRM?** What I like best are the recordkeeping and customization capabilities that Insightly offers. It makes it easy to keep all of our organization's information organized in one place, and we're able to create custom fields to fit our needs. **What do you dislike about Insightly CRM?** The marketing platform within Insightly is not as robust as advertised. Running a simple email campaign proved to be a little bit more complicated than we anticipated. **What problems is Insightly CRM solving and how is that benefiting you?** Insightly is solving the need for us to have all of our partner data in an accessible place and be able to run reports and keep track of changes across our organization. ### 43. It is a lot more user friendly than SalesForce **Rating:** 5.0/5.0 stars **Reviewed by:** Taylor B. | Director of Design & Engineering, Mid-Market (51-1000 emp.) **Reviewed Date:** February 23, 2023 **What do you like best about Insightly CRM?** It is easy to use. I love the capabilities you can do with it to integrate with AutoCAD. **What do you dislike about Insightly CRM?** I dislike the fact that it can't have more fields inside of each custom object. **What problems is Insightly CRM solving and how is that benefiting you?** It is being able to utilize instead of having to use excel as embedded links within AutoCAD ### 44. Great CRM **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Small-Business (50 or fewer emp.) **Reviewed Date:** April 27, 2023 **What do you like best about Insightly CRM?** Flexibility is great to accomplish many use cases. **What do you dislike about Insightly CRM?** Would love some more pre-baked automations. **What problems is Insightly CRM solving and how is that benefiting you?** Managing customer database ### 45. Easy to use, makes managing our data simple **Rating:** 4.0/5.0 stars **Reviewed by:** Alice N. | Cluster Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** December 14, 2022 **What do you like best about Insightly CRM?** Insightly makes our data easy to organise and find details when we need them **What do you dislike about Insightly CRM?** All the members of the team need to be using it to make it worth having a subscription **What problems is Insightly CRM solving and how is that benefiting you?** Putting our data into groups that we can then target with email campaigns ### 46. Gift Conceirge **Rating:** 5.0/5.0 stars **Reviewed by:** Mary Cleofe D. | Account Manager Assistant, Small-Business (50 or fewer emp.) **Reviewed Date:** November 15, 2022 **What do you like best about Insightly CRM?** We used Insightly most often from New accounts that are coming, bogus contacts and so what I like about is to get our task done in all account **What do you dislike about Insightly CRM?** The contacts we cant find them that is not send to automation **What problems is Insightly CRM solving and how is that benefiting you?** organized in all we do, syncing of contacts from different lead and contacts in our Laravel ### 47. Be creative and achieve your ideal process with Insightly, give yourself valuable time back! **Rating:** 5.0/5.0 stars **Reviewed by:** Angela F. | Founder, Small-Business (50 or fewer emp.) **Reviewed Date:** December 13, 2022 **What do you like best about Insightly CRM?** The most valuable part of the CRM for me was the project management and pipelines and clear visibility of where I am at any time. **What do you dislike about Insightly CRM?** The least helpful are the dashboards currently; I haven't found a set-up I like. As a single business owner, not all cards are relevant, so I need to improve at customising this. **What problems is Insightly CRM solving and how is that benefiting you?** Insightly is helping me become more efficient, giving me valuable time back and creating a more reliable customer experience for my clients. ### 48. Director of Marketing and Business Development **Rating:** 5.0/5.0 stars **Reviewed by:** Jessi N. | Director of Marketing & Business Development, Mid-Market (51-1000 emp.) **Reviewed Date:** December 11, 2017 **What do you like best about Insightly CRM?** Insightly is a simple, yet powerful CRM platform. I like having the ability to create customized fields to organize our information in a way to works for us. **What do you dislike about Insightly CRM?** There are some fields that come preset which don't have the ability to be changed. It would also be nice to be able to integrate all of the contacts into Outlook more easily. **What problems is Insightly CRM solving and how is that benefiting you?** Insightly allows us to create, track, and maintain our customer database easily which is very important in our fast-paced environment. ### 49. Insightly CRM was a useful tool for us when we needed to rethink our customer relationships **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Small-Business (50 or fewer emp.) **Reviewed Date:** November 16, 2022 **What do you like best about Insightly CRM?** The determining factor was that we could fully sync Insightly CRM fields with our Google Workspace groups, users and calendars. That allows us a fairly seamless outreach with our member database. **What do you dislike about Insightly CRM?** The email marketing builder has been challenging. We have to create newsletters in another tool and copy/paste them in HTLM into Insightly. The smart merge functionality is also time-consuming. **What problems is Insightly CRM solving and how is that benefiting you?** We are able to centralise all our member contacts, build information about them, sync them with our Google workspace and then perform email marketing to them, all in the same tool. ### 50. Great detail and opportunity for growth in company policy, procedure and requirements on data **Rating:** 3.5/5.0 stars **Reviewed by:** Lucy D. | Mid-Market (51-1000 emp.) **Reviewed Date:** February 23, 2023 **What do you like best about Insightly CRM?** Great detail and opportunity for growth in company policy, procedure and requirements on data **What do you dislike about Insightly CRM?** Some issues with lags, delays and duplicates on populated links for submissions. **What problems is Insightly CRM solving and how is that benefiting you?** Accuracy and data capability. More opportunity to over communicate and update/share data in a timely matter ## 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=4§ion=pricing&secure%5Bexpires_at%5D=2026-08-07+06%3A36%3A40+-0500&secure%5Bsession_id%5D=eb337e38-1d07-4d1e-aff5-5dd85685b2ad&secure%5Btoken%5D=3806d80a1e70ef428aeb344c1398141503af2d32e1ff8393cb7abae6acd56d82&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 - 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 (24,680 reviews) - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) - 4.4/5.0 (13,295 reviews) - [Pipedrive](https://www.g2.com/products/pipedrive/reviews) - 4.3/5.0 (3,055 reviews)