--- 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. Very flexible and customizable CRM **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Non-Profit Organization Management | Small-Business (50 or fewer emp.) **Reviewed Date:** July 16, 2024 **What do you like best about Insightly CRM?** We have a unique community management need and the adapatability of insightly is a great fit. We can build the functionality we need without spending thousands of dollars with a developer. **What do you dislike about Insightly CRM?** It could be becase we have done a lot of configuring, but we run into bugs that the insightly team can't fix. **What problems is Insightly CRM solving and how is that benefiting you?** Insightly lets all of our consultants share intelligence. In addition to creating a highly useful searchable body of institutional knowledge, it also helps us see trends. ### 2. Insighty for improved efficiency in association management **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Non-Profit Organization Management | Mid-Market (51-1000 emp.) **Reviewed Date:** November 16, 2023 **What do you like best about Insightly CRM?** Insightly is very user friendly and customizable to fit your specific needs. It also has connectivity features so external forms can be connected to Insightly. Data can also be connected within Insightly, such as connecting contacts and organizations to request and project records. It supports team collaboration and accountability. Overall, it massively improves the efficiency of my team. **What do you dislike about Insightly CRM?** There are not many things I dislike about Insightly. One issue is the Actual Close Date does not autofill if the request is closed and marked as Lost/Abandoned. The interface for customizing objects and fields in System Settings could also be more user friendly. **What problems is Insightly CRM solving and how is that benefiting you?** Insightly helps us track permission and licensing for intellectual property. We are able to use the pipeline to track each step in the process. Managing contacts and connecting them to requests and projects is also very useful. Overall, we are able to generate more profit because Insightly increases our capacity to execute licensing agreements and collect licensing fees. **Official Response from Harryson Pointdujour:** > Thank you for sharing your experience with Insightly. So great to hear that it has helped you track permission and licensing for intellectual property, manage contacts, and increase your capacity to execute licensing agreements and collect licensing fees. We'll take note of your feedback regarding the Actual Close Date and the interface for customizing objects and fields for future enhancements. ### 3. A great CRM system for small businesses **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Small-Business (50 or fewer emp.) **Reviewed Date:** October 29, 2024 **What do you like best about Insightly CRM?** The CRM system allows us to manage our prospects quickly and efficiently and track engagement **What do you dislike about Insightly CRM?** The on boarding process can be a bit much for new users **What problems is Insightly CRM solving and how is that benefiting you?** Insightly allows us to manage our contact database to send communications ### 4. Customized project management **Rating:** 5.0/5.0 stars **Reviewed by:** Dawn B. | Custom Projects Coordinator, Mid-Market (51-1000 emp.) **Reviewed Date:** July 23, 2024 **What do you like best about Insightly CRM?** I like the KanBan view for tracking projects and the ability to pull reports, filter projects, and customize fields for our business needs. **What do you dislike about Insightly CRM?** Wish we could customize more fields in kanban view, assign colors for categorization, priorities, etc. **What problems is Insightly CRM solving and how is that benefiting you?** Project management ### 5. Amazing support, easy to use and so much still to explore **Rating:** 5.0/5.0 stars **Reviewed by:** Dawn R. | Small-Business (50 or fewer emp.) **Reviewed Date:** February 23, 2023 **What do you like best about Insightly CRM?** It does exactly what we need it to do as far as a CRM and we're probably/definitely not even using all the features it has to offer! We have been very impressed with the customer support -- they actually care about their customers and their product, and it shows. **What do you dislike about Insightly CRM?** There are work arounds, but I do wish it worked within LinkedIn a little easier. Programs like LinkedMatch are an easy and cheap fix for that though, so it's not a real complaint. **What problems is Insightly CRM solving and how is that benefiting you?** We FINALLY have all of our prospects and contacts in one place and we're able to review them across departments very seamlessly. It has allowed us to create a pipeline and actually put a marketing campaign in place. ### 6. A modern customizable CRM with on the clock support **Rating:** 5.0/5.0 stars **Reviewed by:** kati g. | Sales Operations and Outreach Coordinator, Mid-Market (51-1000 emp.) **Reviewed Date:** August 24, 2023 **What do you like best about Insightly CRM?** The best thing about Insightly CRM is how well thought out everything is. It's extremly modern which means it's easy to use and everything is very organized and clean. The Insightly CRM also gets updated with things that greatly improve the production value of the CRM. It has everything you are looking for and it's clear the Insightly team wants your business to succeed. **What do you dislike about Insightly CRM?** The only downside about Insightly CRM is that there are minor glitches in the system. All it takes is for the screen to be refreshed but the minor things can sometimes disrupt the flow of making updates. **What problems is Insightly CRM solving and how is that benefiting you?** Before having Insightly CRM, we were working out of very slow systems that you could not analyze. Insightly CRM has greatly automated processes and allowed our business to analyze the production of our efforts as well as save us an enamorous amount of time. ### 7. As the CRM person from my company, I love Insightly's customization **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Hospital & Health Care | Small-Business (50 or fewer emp.) **Reviewed Date:** August 14, 2024 **What do you like best about Insightly CRM?** The reports and dashboards, great for data. **What do you dislike about Insightly CRM?** Sometimes, the verbiage can be a hurdle for new CRM users **What problems is Insightly CRM solving and how is that benefiting you?** Before, we were having a hard time tracking data for our customers, now I can pull weekly reports to solve that! ### 8. A few upgrades needed **Rating:** 3.0/5.0 stars **Reviewed by:** Verified User in Furniture | Mid-Market (51-1000 emp.) **Reviewed Date:** March 01, 2022 **What do you like best about Insightly CRM?** Tasks and contact emailing need to be improved **What do you dislike about Insightly CRM?** Contacts are a hot mess! Our org is having a very hard time. We focus on the Org, and we can't email to org emails etc and our contacts weren't done properly. **Recommendations to others considering Insightly CRM:** It is a fine tool, but once the business started to really expand, we've had trouble integrating with our site and others. Definitely some upgrades needed. **What problems is Insightly CRM solving and how is that benefiting you?** Keeping track of the organizations and linking to their businesses is helpful. Our projects pipeline works well **Official Response from Harryson Pointdujour:** > Thanks for sharing your feedback. It’s great to hear that Insightly helps you effectively track organizations that you work with and manage their projects! We’ve heard this tends to be a major benefit well after the initial sale. Can we talk more about your perspective on contact management? Right now, Insightly CRM is designed to track direct communication to people within an organization on the contact record. That said, you should be able to email an organization by attaching their email to a contact record like any other. If you need help – especially with integrations–, please contact the team (support@insight.ly). ### 9. Insightly **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Non-Profit Organization Management | Small-Business (50 or fewer emp.) **Reviewed Date:** January 06, 2022 **What do you like best about Insightly CRM?** It is User-friendly and we like the relational connections. Support is Great too. **What do you dislike about Insightly CRM?** it has gotten a little expensive as we have added some features **Recommendations to others considering Insightly CRM:** it works for us as a relational database, so if that is your requirement, it's great. **What problems is Insightly CRM solving and how is that benefiting you?** We are tracking and communicating with 1200 constituents and it provides an efficient way to do that ### 10. Disappointed in Insightly **Rating:** 1.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Mid-Market (51-1000 emp.) **Reviewed Date:** October 04, 2023 **What do you like best about Insightly CRM?** Insightly is definitely cheaper than other CRMs I've previously used. They have CRM basics for teams that are very small or just getting started. **What do you dislike about Insightly CRM?** Here are the major drawbacks to being on Insightly, and why I wouldn't recommend them to anyone, even small or upcoming businesses with fewer CRM needs: 1. Their support teams have been inconsistent and honestly unhelpful. I've had to fight to have people answer basic questions, and a simple request will take 2-3 emails to get a response. 2. They don't play well with others/do not integrate with any external platforms. This is a huge pain, and even basic email integration back to Insightly is a headache. You cannot easily track activities from your teams, there is no call recording or ability to integrate with a dialer, and if you use a marketing automation platform then you miss out on all marketing clicks, emails, sends etc. 3. Their only solution for solving their integration issue is their new AppConnect platform, and it is difficult to set up for the average user. Even after multiple trainings I am still unable to make changes without consulting their team. The platform is built in JavaScript, and even after looking at Workato documentation and watching multiple videos I still cannot understand their task usage policies. There are hidden fees where if you go over their task limit they automatically shut off all of your "recipes" with very little notice. Feels like a bait and switch and they require payment from you to use a platform you already pay for. 4. Very difficult/impossible without app connect to update one object based on another object being updated. Examples would be updating an account when an opportunity is created. This cannot be done outside of appconnect, and is very difficult to set up when inside of the appconnect platform. In other CRMs this type of workflow is much easier and does not require the purchase of another tool to do a basic CRM function. They have workflow rules, but those only can create other objects and not simply update (i.e. a task is created when an account is updated). **What problems is Insightly CRM solving and how is that benefiting you?** Insightly has been acting as a CRM/source of truth for our product level information. It is basically a holding place for data until we can push it into other systems where we can get better reporting and do more automations based on specific trigger criteria. ### 11. Insightly CRM Review **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Utilities | Mid-Market (51-1000 emp.) **Reviewed Date:** October 27, 2023 **What do you like best about Insightly CRM?** There are several best items preferred about the Insightly CRM. The ability to create custom objects makes the tool beneficial for any organization. Automation is critical in business and with workflows and the App Connect tool, the user has the flexibility to execute automated solutions without paying for custom development. **What do you dislike about Insightly CRM?** The Projects object. This is a standard object (prebuilt) object that does allow for some customization. I would like to see this functionality extended so that the project management team could utilize this as an end to end solution. **What problems is Insightly CRM solving and how is that benefiting you?** Insightly has been the tool that not only sales utilizes but also operations team. Because of the allowed customization, we have been able to transition several operational workflows into the CRM. Additionally, the automation we can do with the tool has greatly benefited the teams. ### 12. Streamlined CRM Solution for Real-Time Team Collaboration and Reporting **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Manufacturing | Mid-Market (51-1000 emp.) **Reviewed Date:** April 17, 2024 **What do you like best about Insightly CRM?** It offering an array of features tailored to streamline business operations. Among its notable strengths, its prowess in managing reports and facilitating real-time team updates deserves special recognition. **What do you dislike about Insightly CRM?** It required a good amount of time to understand the use of filter logic for managing report but once you get the concept it is super helpful. **What problems is Insightly CRM solving and how is that benefiting you?** It help to avoid all the excel report which are managed by different personel on different computer and merge all of us in one place. ### 13. Helps you to improve efficiency and easy to use **Rating:** 5.0/5.0 stars **Reviewed by:** Kratika C. | Account Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** February 19, 2024 **What do you like best about Insightly CRM?** This is a very user friendly software that makes your work easier. Everything added here is very organised and clean **What do you dislike about Insightly CRM?** This doesn't allow you for customisation and you cannot do bulk editing **What problems is Insightly CRM solving and how is that benefiting you?** Its easy for us to track as everything is well organised. The best part is you can understand it completely without any guidance required as its easy to use and user friendly as well. **Official Response from Harryson Pointdujour:** > Thank you for sharing your positive experience with Insightly CRM. We understand the importance of user-friendly software and are pleased to hear that it's making things easier for you and your team. I noticed you said the platform doesn't allow for bulk editing or customization. Could you provide more detail on what you're looking to accomplish? Insightly CRM does allow for bulk editing of records (https://support.insight.ly/en-US/Knowledge/article/1309). We've also heard from customers that customization is one of the main benefits of the platform. Please consider contacting support@insight.ly if you haven't already. We're here to help. ### 14. Insightly Review **Rating:** 5.0/5.0 stars **Reviewed by:** Kalle P. | Mid-Market (51-1000 emp.) **Reviewed Date:** October 30, 2023 **What do you like best about Insightly CRM?** Easy accessibility, quick imports of leads, customer support anytime there is an issue, I use it everyday and it was easy to learn and its easy to use. Many different features I could use. **What do you dislike about Insightly CRM?** What i don't like about it is it I am unable to make prospect leads by bulk editing. I think this would be a great feature especially since bulk editing is already a thing, **What problems is Insightly CRM solving and how is that benefiting you?** Creating leads, it helps me send our sales rep more leads. ### 15. Worked well when we started using it but wasnt cost effectiev as we grew **Rating:** 0.5/5.0 stars **Reviewed by:** Laura Jane J. | Kernel-In-Chief / Co-founder, Small-Business (50 or fewer emp.) **Reviewed Date:** February 15, 2024 **What do you like best about Insightly CRM?** It was easy to set up and emailed out to our database and synced without emails. **What do you dislike about Insightly CRM?** It charges you per the amount of leads you have, you can't embed images in an email and you have no tech support for issues. **What problems is Insightly CRM solving and how is that benefiting you?** We were not able to scale using it as every time we added more leads it charges us more money! **Official Response from Harryson Pointdujour:** > Hi Laura: Thank you for taking the time to provide us with your thoughts on Insightly CRM. Since you were last on one of our upgraded plan levels, we’ve made hundreds of feature updates as well as added NEW features. Also, our Customer Care team is available to upgraded users. You can reach them over the phone or by email to help answer questions or resolve challenges you face. Finally, our marketing solution, Insightly Marketing may meet your needs for embedding images in your customer correspondence. We’d love the opportunity to hear about your current business goals and how we can partner with you to meet them. Let me know if I can help or contact the team: support@insight.ly. ### 16. Review for Insightly CRM **Rating:** 4.5/5.0 stars **Reviewed by:** Anish B. | Financial Analyst, Enterprise (> 1000 emp.) **Reviewed Date:** February 21, 2024 **What do you like best about Insightly CRM?** The Application is a user friendly app that helps fulfil all the needs. Their customer supposts helps a lot **What do you dislike about Insightly CRM?** Bulk editing is compromised and there are minor glitches in the app **What problems is Insightly CRM solving and how is that benefiting you?** All the data is in one place that can be reviewed across the agencies very effictively and efficiently **Official Response from Harryson Pointdujour:** > Hello Anish. It's great to hear that Insightly CRM is helping you keep all your data in one place and improving efficiency across your agencies. Thanks for your feedback and support. ### 17. Perfect for our needs **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Small-Business (50 or fewer emp.) **Reviewed Date:** February 13, 2024 **What do you like best about Insightly CRM?** Easy to use and update records. Training was very helpful. **What do you dislike about Insightly CRM?** the reps seem to change often but recently that has not been an issue. **What problems is Insightly CRM solving and how is that benefiting you?** Updated our CRM process and kept our records streamlined and easily updated with new information. We are also using the platform to record sales and prospect engagement. **Official Response from Harryson Pointdujour:** > We're thrilled to hear that Insightly CRM has been a perfect fit for your needs! Our goal is to provide a user-friendly platform with helpful training resources. We appreciate your feedback and are continuously working to improve our customer service. ### 18. Easy to use and efficient **Rating:** 5.0/5.0 stars **Reviewed by:** Vanshika G. | Associate Account manager- Brand Solutions, Mid-Market (51-1000 emp.) **Reviewed Date:** February 19, 2024 **What do you like best about Insightly CRM?** The application is a user friendly app that helps fulfil all the needs. Their customer support is amazing. **What do you dislike about Insightly CRM?** Bulk editing is compromised and there are minor glitches in the app. **What problems is Insightly CRM solving and how is that benefiting you?** All the data is in 1 place that can be reviewed across the agencies very effectively and efficiently. ### 19. Insightly has been a game changer **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Non-Profit Organization Management | Small-Business (50 or fewer emp.) **Reviewed Date:** February 08, 2024 **What do you like best about Insightly CRM?** There are ways to customize it, but it is not endlessly customizable. For a small team, this is so helpful. Also their customer service is out of this world! **What do you dislike about Insightly CRM?** We have had a few small glitches here and there, but their tech team is so responsive. **What problems is Insightly CRM solving and how is that benefiting you?** We were previously using another CRM that had no user profiling. So everyone had access to every feature. This did not work for us. We also love the reporting features, app connect, and ability to adjust the information on every record. **Official Response from Harryson Pointdujour:** > Thank you for your feedback! We're glad to hear that our customizable features and responsive tech team have been helpful for your small team. ### 20. My overall review about Insightly CRM **Rating:** 5.0/5.0 stars **Reviewed by:** Ansar k. | Senior Fraud Analyst, Enterprise (> 1000 emp.) **Reviewed Date:** September 05, 2023 **What do you like best about Insightly CRM?** - insightly has excellent contact management system - Integraton with popular email platform - Customization capability - Excellent customer suport system which is unique features compared to competitors **What do you dislike about Insightly CRM?** -Some users find itinightly to be overly complex - due to extensive features new users may find it steep learning curve -Limited offline access which need to be improved **What problems is Insightly CRM solving and how is that benefiting you?** Insightly helps to centralize the disorganized contact information, It streamline sales processes by providing a visual sales pipeline. insightly can assist managing customer data for a targeted marketing campaigns. ### 21. Insightful CRM helps you find leads and monitor sales activity **Rating:** 5.0/5.0 stars **Reviewed by:** Catherine H. | Research Manager, Market Research, Mid-Market (51-1000 emp.) **Reviewed Date:** June 27, 2023 **What do you like best about Insightly CRM?** Insightful CRM is an excellent software for automating digital marketing operations, and it's easy to use right out of the box. Seeing our customer base grow thanks to the intelligent approach to finding new leads has been very rewarding. It has been very successful since we are always in touch with our potential customers. Insightful CRM's ability to help companies learn more about the wants and needs of their consumers is a great advantage. Companies can improve their customer service by analyzing consumer data and opinions in-depth. **What do you dislike about Insightly CRM?** Due to the high cost of the subscription-based service, not all companies can afford it. **What problems is Insightly CRM solving and how is that benefiting you?** Our marketing team has had no problem modifying it. We can increase sales with high efficiency and effectiveness, and the system easily adapts to new challenges. I expect many companies to adopt Insightly CRM because it helps manage automated marketing workflows. All aspects of marketing, from campaign creation to customer and event tracking, will be at their fingertips. For example, Insightful CRM can help companies save time and money by automating data entry and sending follow-up emails. ### 22. Efficient CRM solution with user-friendly interface and valuable analytics. **Rating:** 5.0/5.0 stars **Reviewed by:** Ajay Y. | QA Engineer, Mid-Market (51-1000 emp.) **Reviewed Date:** May 28, 2023 **What do you like best about Insightly CRM?** Insightly CRM has truly revolutionized the way we manage client interactions and streamline our corporate processes. This platform provides a complete solution that caters to our every need, making it a valuable asset for our business.and it also have user friendly interface **What do you dislike about Insightly CRM?** One area of concern is the lack of customization options. While the basic features and functionalities are sufficient, there are limited options for tailoring the platform to our specific needs. It would be beneficial if Insightly CRM offered more flexibility in terms of custom fields, workflows, and reporting templates. This would allow us to adapt the system to our unique business requirements and improve overall efficiency. **What problems is Insightly CRM solving and how is that benefiting you?** Insightly CRM solves the problem of scattered customer data and inefficient sales processes. It centralizes customer information, streamlines communication, and automates tasks, resulting in improved productivity and better customer relationships. With its robust analytics, I can gain valuable insights to make data-driven decisions and drive business growth effectively. ### 23. Very satisfied customer **Rating:** 5.0/5.0 stars **Reviewed by:** Alexis O. | Small-Business (50 or fewer emp.) **Reviewed Date:** August 24, 2023 **What do you like best about Insightly CRM?** Insightly CRM has allowed our team to track growth from the entire sales process. i.e. lead conversion, contacts, opportunies, reporting etc. The CRM tool is very easy to navigate, teach and maintain. I love the dashboards! **What do you dislike about Insightly CRM?** I geniunely do not have anything that I dislike about Insightly CRM. **What problems is Insightly CRM solving and how is that benefiting you?** Insightly CRM is solving recording our leads, opportunities, clients, records of sales per clients. Renewals is a new area we are developing. ### 24. CRM Review **Rating:** 4.5/5.0 stars **Reviewed by:** Sean B. | Small-Business (50 or fewer emp.) **Reviewed Date:** October 24, 2023 **What do you like best about Insightly CRM?** Versitility, automations, customer spport and ability to kep notes **What do you dislike about Insightly CRM?** Takes a long time to set up and you need to dedicate a lot of time to it **What problems is Insightly CRM solving and how is that benefiting you?** Sales Pipeline, unit visibility, customer equipment, nootes ### 25. Easy to Use & Intuitive CRM **Rating:** 5.0/5.0 stars **Reviewed by:** Tricia S. | Small-Business (50 or fewer emp.) **Reviewed Date:** March 02, 2023 **What do you like best about Insightly CRM?** Insightly is quick and easy to use. I can record call details in under a minute. It is easy to search and group information that I may need to look at, and it is easy to filter info so that I see just what I want to see. We also use the invoice function and that is super fast. I appreciate the ease of use more than anything! **What do you dislike about Insightly CRM?** The only complaint is that it logs you out after non-use fairly quickly. I understand security concerns, and I wish the log-in period was longer, but it's not too big of a deal because it only takes a moment to log back in... **What problems is Insightly CRM solving and how is that benefiting you?** As a user it does not solve any issues for me--except that it is much faster than our old way of logging calls and keeping track of activity. For the company, the data and ease of customization has made the processes more efficient and sorting through data much more manageable. ### 26. CRM that's perfect for small business **Rating:** 5.0/5.0 stars **Reviewed by:** Mary Beth S. | Small-Business (50 or fewer emp.) **Reviewed Date:** March 02, 2023 **What do you like best about Insightly CRM?** Insightly CRM has an easy interface that allows us to customize the program for our individual company. Since we are a small company and don't have a dedicated IT department, the ability to get these adjustments completed quickly and easily has made a huge difference and definitely helped us grow over the past 3 years. Also, Brian Revak, our assigned customer success manager, is an amazing partner who is always available with helpful insights and quick answers when needed! **What do you dislike about Insightly CRM?** The only downside is that sometimes an automation gets changed due to updates to the software. It would be nice if we received an email noting the possibility of the issue due to the changes. **What problems is Insightly CRM solving and how is that benefiting you?** We use the dashboards weekly in our meetings to quickly identify which products are selling well and which ones might have an issue that needs to be addressed. This helps us to use our time efficiently and solve problems before they get out-of-hand. ### 27. Sophisticated CRM without needing sophisticated Coding! **Rating:** 4.5/5.0 stars **Reviewed by:** Joanna F. | Mid-Market (51-1000 emp.) **Reviewed Date:** February 28, 2023 **What do you like best about Insightly CRM?** My favorite thing about Insightly is how easy it is to customize! I have no coding background, and I have been able to construct a system architecture that is both user-friendly and robust! Take the inherent automations and add on the power of their AppConnect integration, and this CRM can connect to hundreds of applications in seconds. AppConnect has been a game changer for us to connect to a variety of business applications, including Quick Books Online, Google Drive, Twilio, Slack, and Insightly Custom Objects. **What do you dislike about Insightly CRM?** One of the downsides about Insightly is that it does not provide a native tool to build forms for users that may not be at a computer or super tech saavy. We as a company would love to be able to build webforms that our team members in the field could fill information in and have that push to Insightly easily. We are able to do this using a 3rd party software now, but this requires substantial maintenance. Having a webform pull directly from Insightly field values would be invaluable. **What problems is Insightly CRM solving and how is that benefiting you?** Insightly is our operational CRM. It allows us to track a multitude of data to move our solar projects from one milestone to the next. Because there are so many moving pieces and processes happening in parallel when it comes to the construction industry (solar to be specific), we need to have strong data integrity and actionable reporting to facilitate efficient operational processes! ### 28. Customizable CRM with Excellent Customer Support **Rating:** 4.5/5.0 stars **Reviewed by:** Jordan F. | Business Systems Analyst, Mid-Market (51-1000 emp.) **Reviewed Date:** February 23, 2023 **What do you like best about Insightly CRM?** Insightly's AppConnect service is an excellent tool for any enterprise-level business looking to increase efficiency and data integrity via automation. Their phone support team is knowledgeable, polite, and empathetic. If you have an issue, they will do everything they can to find someone to resolve the issue if they don't know how. Insightly also takes feedback very seriously; there have been multiple features we've requested that were eventually implemented. **What do you dislike about Insightly CRM?** Some of Insightly's negatives are their neglect of some older features, it would be nice to see them revisit things like milestones and leads to add additional functionality or deprecate them to simplify the system. The project management and real-time notification systems are in need of attention as well as these features are critical but have not been revised in some time. **What problems is Insightly CRM solving and how is that benefiting you?** Insightly allows us to better manage our data integrity using Leads to filter out unwanted internet traffic and vet potential clients; as well as, keep high-integrity records using validation rules and field-level permissions for our Contact records. Insightly's Dashboard system allows for highly customizable metrics that can be easily viewed by for end users. Dashboards also have permissions settings; in fact, most everything in the software can be controlled by an administrator which is amazing! ### 29. Not a perfect system, but good support in place **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Consulting | Small-Business (50 or fewer emp.) **Reviewed Date:** October 24, 2023 **What do you like best about Insightly CRM?** There are excellent support people who offer creative and effective solutions when a function is not working as expected. **What do you dislike about Insightly CRM?** With new updates, some functionality is affected. **What problems is Insightly CRM solving and how is that benefiting you?** The problems that the Insightly CRM is solving is organization of sales Leads. Our associates are able to manage their Leads and organize them through customized list views. Custom fields are able to capture data that is specific to our industry. ### 30. Insightly Works Well for Small Businesses **Rating:** 4.0/5.0 stars **Reviewed by:** Diamond P. | Small-Business (50 or fewer emp.) **Reviewed Date:** February 28, 2023 **What do you like best about Insightly CRM?** Insightly has been a very crucial CRM for our business. It's very easy to use and intuitive to customize for our unique business needs. Support is great and always available to steer me in the right direction when I have questions or want to utilize features in a certain way. **What do you dislike about Insightly CRM?** There are some elements that are a little clunky. For example, when a system user's access is removed, they still show up in Insightly with the "System User" tag. Also, you can't have dynamic page layouts based on certain fields. Little things like that make it just a little more cumbersome to use. **What problems is Insightly CRM solving and how is that benefiting you?** Insightly streamlines our contact information across departments, so no matter what information you need, it can be found in the system. We can more easily report on the data and begin to see patterns in the contacts we work with. ### 31. Great place for Bulk Marketing **Rating:** 5.0/5.0 stars **Reviewed by:** Krunal S. | Business Development Manager, Information Technology and Services, Small-Business (50 or fewer emp.) **Reviewed Date:** September 06, 2023 **What do you like best about Insightly CRM?** Because of its extensive adaptability, I can make it fit the particular requirements of my company. Workflows, reports, and custom fields are simple to add. **What do you dislike about Insightly CRM?** For me there is nothing to be dislike about insightly till now. **What problems is Insightly CRM solving and how is that benefiting you?** I can easily manage my bulk marketing activities from Insightly. ### 32. Great CRM with all the great features you want for an affordable cost! **Rating:** 4.5/5.0 stars **Reviewed by:** Jennifer W. | Vice President Of Business Development, Mid-Market (51-1000 emp.) **Reviewed Date:** August 24, 2023 **What do you like best about Insightly CRM?** Has all the features a business needs like ease of use, robust reporting & customizations without the high cost that comes other well known CRMs **What do you dislike about Insightly CRM?** We haven't found anything we dislike! And we have been using Insightly for over a year! **What problems is Insightly CRM solving and how is that benefiting you?** Sharing of data & contacts across teams. Providing analytical reports to leadership. **Official Response from Harryson Pointdujour:** > Glad to know you've had such a great experience during your first year using Insightly, Jennifer! Thank you for sharing. We can't wait to learn more about your success as you continue to grow with the platform. ### 33. Functional CRM, sales-y customer service **Rating:** 3.0/5.0 stars **Reviewed by:** Eden R. | Account Director, Mid-Market (51-1000 emp.) **Reviewed Date:** April 18, 2023 **What do you like best about Insightly CRM?** Troubleshooting is possible. We had an issue with duplicates and the developers were quick to correct that. When used consistently, it does help increase conversions. **What do you dislike about Insightly CRM?** -The customer service requires quarterly business meetings which are essentially meant to upsell you different products -Sometimes to correct a problem, you'll have to talk them out of scheduling a meeting with you, and just fix the problem and let us know when it's fixed without a meeting **What problems is Insightly CRM solving and how is that benefiting you?** Exactly what a CRM is supposed to do. Track leads, follow up with them, and help them become a member or a partner. It's a single place for all our client's leads. ### 34. Insightly - Making thousands of solar contracts flow easier **Rating:** 5.0/5.0 stars **Reviewed by:** Esperanca L. | Utilities Division Supervisor, Mid-Market (51-1000 emp.) **Reviewed Date:** February 23, 2023 **What do you like best about Insightly CRM?** One thing I love the most about Insightly CRM is how the projects are structured and how easy it is to find the information we need. We use Insightly for project management, timelines, and to track the status of any project. **What do you dislike about Insightly CRM?** What I do not like very much is the limited fields to have on a project page - even though it is easy to create "custom objects" that use pointers to point an info - I think that more fields would be amazing. **What problems is Insightly CRM solving and how is that benefiting you?** Before moving to Insightly CRM, as a smaller company, we used another CRM that created more chaos & confusion. After switching to Insightly, everything is organized, and the information we want can be found easily. We use it for project management, and having all project steps in one page is excellent. ### 35. Straightforward and intuitive CRM **Rating:** 4.5/5.0 stars **Reviewed by:** Isaiah K. | Small-Business (50 or fewer emp.) **Reviewed Date:** February 23, 2023 **What do you like best about Insightly CRM?** The intuitive layout makes it easy for new employees to learn the system, and keeps it easy for existing users to manage client information, and sales pipelines. **What do you dislike about Insightly CRM?** There are so many potential fields to use, that it's a learning curve to figure out how a business wants to set up data fields for useful metrics. Ultimately a background in data management is helpful for using this CRM. **What problems is Insightly CRM solving and how is that benefiting you?** Insightly helps us track our client information, potential client sales pipelines, and project status all within one interface. This helps us a lot by allowing all of our team members to access this information without a lot of back-and-forth to update each other on project status, and makes it easy to reference past information when we need to provide service to clients. ### 36. Easy to Use **Rating:** 4.0/5.0 stars **Reviewed by:** Cierese R. | Special Projects Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** August 30, 2023 **What do you like best about Insightly CRM?** I love that you can keep track of your contacts and following your customer relations processes all in one place! The pipelines, ability to assign tasks, and keep track of communication is awesome! **What do you dislike about Insightly CRM?** There is a degree of getting used to the functions and how they interface with each other. The learning curve was a bit much for me at first, but once I spent some time playing with it, it was easier. **What problems is Insightly CRM solving and how is that benefiting you?** currently we've moved on to a different CRM that seems a bit easier to use on the front end, but the biggest issue has been staff adoption. When products are not easy, no one wants to use them. ### 37. Delivering world-class online data storage **Rating:** 4.5/5.0 stars **Reviewed by:** Dionne S. | Senior CRM Administrator/ Developer, Enterprise (> 1000 emp.) **Reviewed Date:** March 26, 2023 **What do you like best about Insightly CRM?** I particularly appreciate Insightly's flexibility in creating custom categories and labels. Whenever I want to store or label specific information, there is already a built-in system that recognises my particular use cases. For example, when tracking follow-ups with recipients by industry classification (music industry versus film production), this feature comes in handy! In addition, from an analytics perspective, it helps me to think ahead before launching new projects, as these activities can be tracked just as quickly - all within a unified platform that keeps everything set up and running seamlessly, rather than having to constantly switch between services such as email platforms + CRM applications - providing companies with real-time data on their customers as well. **What do you dislike about Insightly CRM?** We dislike the lack of convenience when it comes to sending mass emails through Insightly CRM's default email system. To get around this limitation, we have chosen to use multiple external providers, in addition to BCCing our CRM account with each message sent, so that they are correctly connected at both ends. It would be helpful if there was a way for us to add many contacts at once and send a bulk prospecting email, rather than having to manually enter each contact into the platform one at a time. **What problems is Insightly CRM solving and how is that benefiting you?** With Insightly CRM, I'm able to effectively track and manage my daily tasks. With customisable tasks for opportunities and projects, I can now maximise my productivity throughout the day. This provides me with countless benefits, such as streamlining workflows and increasing my efficiency. ### 38. Easy to use **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising | Small-Business (50 or fewer emp.) **Reviewed Date:** October 31, 2023 **What do you like best about Insightly CRM?** Lead and Opportunity tracking on the platform **What do you dislike about Insightly CRM?** Some data is not automatically replicated across sections **What problems is Insightly CRM solving and how is that benefiting you?** Tracking incoming leads through to the opportunity and conversino stage. This keeps all the details in one spot and creates a workflow for our team ### 39. Very user friendly **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising | Small-Business (50 or fewer emp.) **Reviewed Date:** October 24, 2023 **What do you like best about Insightly CRM?** It is incredibly intuitive and easy to use **What do you dislike about Insightly CRM?** It buffers too much. takes to long for updates to show. **What problems is Insightly CRM solving and how is that benefiting you?** Tracking sales activity is very important to our organization as we are a start up and need to prove to investors activity and progress. ### 40. work in progress **Rating:** 3.5/5.0 stars **Reviewed by:** Alvaro P. | Mid-Market (51-1000 emp.) **Reviewed Date:** February 25, 2023 **What do you like best about Insightly CRM?** Clean presentation, Good color contrast makes it easy to see and read, and use. Specially if you are working long hours **What do you dislike about Insightly CRM?** Sometimes it takes too long to interact with other software. we use twilio for phone system, and somtimes corky. Should have a phone system module with call recording. some of the JOTforms can use some more combo boxes and dropdowns. **What problems is Insightly CRM solving and how is that benefiting you?** ive only used it for about 3 months. ive used 6 or 7 Crms in the past in Solar sales, Automotive sale sand Service tech operaations, and i think that insightly is heading in the right direction. I think it should add a text to the customer option , adding a picture or the tech arriving and ETA, just like Ubereats.... ### 41. Simple to use and helpful CRM **Rating:** 4.0/5.0 stars **Reviewed by:** Arif A. | Sales Coordinator, Mid-Market (51-1000 emp.) **Reviewed Date:** April 27, 2023 **What do you like best about Insightly CRM?** It is a simple and very easy to use. We can keep track or record of call details. Easy and helpfull to find group information also has the option to filter information. Invoice function is superfast . Love to use this software **What do you dislike about Insightly CRM?** Log you out if you don't use it for long . Should there be update regarding this Overall this software is great and helpful . You can log in back quickly as well though So in terms of quality its a worth investing money in **What problems is Insightly CRM solving and how is that benefiting you?** Making work easier have alot of feature to solve and resolve . Helps save time to work on the information Has alot of features which can help you to learn and potential growth ### 42. Basic Interface, Straightforward, Customizable, needs more refinement **Rating:** 4.0/5.0 stars **Reviewed by:** Erwin C. | Mid-Market (51-1000 emp.) **Reviewed Date:** February 23, 2023 **What do you like best about Insightly CRM?** Insightly is our main CRM tool in engaging all departments for projects, workloads, we can definitely customize the pipeline tasks, edit as necessary or eliminate which ever is inaapplicable. It is reliable and haven't seen any issues from crashing to latencies. Reliable CRM. **What do you dislike about Insightly CRM?** Too basic interface or GUI, I couldn't change the theme of my liking nor the graphical interface. I suppose the dev team should be able to give the option for basic GUI, medium settings, or enhanced view just for an additional touch. **What problems is Insightly CRM solving and how is that benefiting you?** Making a tracking of the KPI and measurables such as projects, workloads, tasks that needs to be work with for proper tracking and alignment with the teams, colleagues and the rest of the department. ### 43. An easy to use and seamless experience **Rating:** 5.0/5.0 stars **Reviewed by:** Blake G. | Sales, Mid-Market (51-1000 emp.) **Reviewed Date:** February 28, 2023 **What do you like best about Insightly CRM?** Everything you need in a CRM is all here. From top to bottom, the CRM is organized in such a way that you are able to find anything and everything in a very easy and seamless fashion. **What do you dislike about Insightly CRM?** Perhaps its because I have more access with my workplace than others but at first, it was hard to understand the layout. Maybe have some kind of a walkthru to help new people get a grip on what going on? **What problems is Insightly CRM solving and how is that benefiting you?** It helps us understand a variety of things. From the number of SOWs approved to the total number of installs. WIthout insightly I would be in the dark on these things. All of which contributes to my commission. ### 44. Good tool to get your organization on track through a CRM **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Non-Profit Organization Management | Mid-Market (51-1000 emp.) **Reviewed Date:** February 28, 2023 **What do you like best about Insightly CRM?** The service from the Insightly team is great. The tool itself is flexible to adapt to your needs; also, helpful to have Marketing and CRM in the same place. I haven't had much experiences with other CRM tools, though, but so far and after a couple of years of using, complains are minimal. **What do you dislike about Insightly CRM?** Not super happy about the fact that you need to pay extra for some of the most interesting integrations (App Connect). In some cases, you may only use 2 or 3, so it's hard to justify the full cost. **What problems is Insightly CRM solving and how is that benefiting you?** Data storage and organization centralized in one place. ### 45. Solid CRM & Marketing tool for my new business ventures objectives **Rating:** 4.5/5.0 stars **Reviewed by:** Dave M. | Mid-Market (51-1000 emp.) **Reviewed Date:** February 28, 2023 **What do you like best about Insightly CRM?** Insightly CRM's interface is intuitive / user-friendly, and can be customized independently or with some help from the service team. It helps to manage my pipeline and forecast. **What do you dislike about Insightly CRM?** I would like to have the ability to customize more easily without customer success team support for things like a dashboard or other reporting. This may be possible, but as a non-daily user of the platform I just cant invest the time to learn about it. **What problems is Insightly CRM solving and how is that benefiting you?** Insightly CRM is used for day to day management of my pipeline and forecast outlook for the year. Additionally, I use it for contact management and a centralized place for documenting client/prospect interaciton. ### 46. Declining satisfaction for what was once my favorite CRM **Rating:** 2.5/5.0 stars **Reviewed by:** Clint B. | President, Small-Business (50 or fewer emp.) **Reviewed Date:** November 16, 2022 **What do you like best about Insightly CRM?** Insightly scales pretty well. It was/is a great starter CRM for small business with a low barrier to entry and a friendly starting price. It has a clean design with an interface that is easy to pick up. Another good feature is that it plays well with other third-party tools like QuickBooks, MailChimp, etc. **What do you dislike about Insightly CRM?** Support is not great. It is a lot of self serve on the web with fairly generic answers to generic questions. Video tutorials are pretty good but, again, they are generic and may not apply to your situation. Insightly has also moved more and more toward higher monetization per client. That means that you will wind up spending significant money as your usage increases, even for the basic CRM. Insightly has also become VERY aggressive in trying to sell/require their Marketing platform as a requirement for CRM. While it is not a requirement, they push it at every turn and in response to just about any support/service question. Paired with that is a heavy push to require a service called a 'Success Plan'. This is a quarterly/yearly service charge with an assigned account manager that is supposed to help you get the most out of your tools. That didn't exist when I originally onboarded Insightly. Back then, they were simply focused on making a great CRM that could be easily right-sized for your business. Now, I've had them tell me to my face that they don't want anyone using the platform without a Success Plan in place. I've actually purchased both the Marketing (3x the annual cost of the CRM) and the Success Plan (about the same as my CRM). The net is that I went from a reasonable cost to 5x cost in the space of a year. The jury is still out on whether the Marketing side is worth it. My experience so far with the Success Plan has been very low value. Each meeting is just me telling them what I am doing and them presenting some new service that I can pay more for. Overall, Insightly is a functional CRM that could really be best in class if they wanted to. Instead, they seem to be losing their way under the banner of higher margins. I have gone from being a strong promoter of Insightly to all my contacts looking for a good platform to being just another user. I don't go out of my way to recommend them anymore. If you are looking, I would suggest you look at Insightly but keep a very open search for other, possibly better, solutions. **What problems is Insightly CRM solving and how is that benefiting you?** The Insightly CRM, like any CRM, provides a repository for all of your Organization, Contact, and Opportunity information. As a small company it allows us a good way to ensure information is not lost or squirreled away in other locations or when someone leaves the company. Insightly is pretty easy to use which means that it is easy to onboard someone and give them a complete look and access to their customers without heavy training. ### 47. Not too complicated **Rating:** 3.5/5.0 stars **Reviewed by:** Elizabeth M. | Small-Business (50 or fewer emp.) **Reviewed Date:** February 23, 2023 **What do you like best about Insightly CRM?** It is easy to use, especially if you do not have a tech team to build automation. **What do you dislike about Insightly CRM?** The two items I would like to see Insightly address are: 1 - adding a cc: functionality to email automation; we currently have to send separate emails to our internal team that needs to be cc'd on client-facing automated emails. 2 - Reports should be able to be turned into dashboard cards. The 2 live separately in Insightly's functionality **What problems is Insightly CRM solving and how is that benefiting you?** Along with the CRM functionality we keep track of all client projects in Insightly as well as have custom objects built out to document our clients journey during their tenure with us. ### 48. From a beginner **Rating:** 4.0/5.0 stars **Reviewed by:** Alexa R. | Mid-Market (51-1000 emp.) **Reviewed Date:** February 23, 2023 **What do you like best about Insightly CRM?** It breaks down your processes step by step. and allows others in your company to view your progress. This is helpful for people just starting out to make sure steps in the process aren't missed. **What do you dislike about Insightly CRM?** It isn't initially intuitive to work with, but is easy to learn. Everything makes sense after you understand how the pieces fit together in the program. More available training videos and tutorials would be a great compliment to this. **What problems is Insightly CRM solving and how is that benefiting you?** Insightly keeps everything in one place so that it is easy to find and keep track of, saving time from not having to hunt down old communications for details about the project. ### 49. Wokring in insightly has been a great help management our 150k customer data base! **Rating:** 5.0/5.0 stars **Reviewed by:** Ray V. | Mid-Market (51-1000 emp.) **Reviewed Date:** February 23, 2023 **What do you like best about Insightly CRM?** Being able to filter everything has been a great benefit. Whenever we need to customize something we have a work instructions that shows how to filter something down to what exactly you need. And it works! **What do you dislike about Insightly CRM?** The only downside of insightly is when we are trying to export data it is a little difficult. I have moved a few things to google sheets to make it readily available. **What problems is Insightly CRM solving and how is that benefiting you?** Insightly is helping us manage our data base and pass projects and opportunities from department to department without the project falling through the cracks. You can also see where someone is with your lead which is great! ### 50. Permit Coordinator **Rating:** 5.0/5.0 stars **Reviewed by:** Alma D. | Mid-Market (51-1000 emp.) **Reviewed Date:** February 23, 2023 **What do you like best about Insightly CRM?** How well sorted our projects are within the program. It is very easy to navigate and deal with. The program updates very fast and almost instantly; you see the different task completed. **What do you dislike about Insightly CRM?** In order to go back to a report you have to exit out from whatever page you are and pretty much start over to be able to pull same report again. this is also for any other report assigned to me. **What problems is Insightly CRM solving and how is that benefiting you?** Helping with organizing our projects and executing them in a timely manner. Has all proper tabs for each individual dept to look at and take off if any issues arise. ## 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=2§ion=pricing&secure%5Bexpires_at%5D=2026-08-07+04%3A20%3A13+-0500&secure%5Bsession_id%5D=0fb3753c-ab81-44a9-a7eb-5fd955ef9265&secure%5Btoken%5D=b30ee62d036701c07b95af63cd88417e6227be1cb0df9f3e31a34c36623e2d13&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)