--- 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: '2026-08-09' parent\_category: name: Sales Tools url: https://www.g2.com/categories/sales-tools --- # Insightly CRM Reviews & Product Details Visit Website 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. * * * Product Website Insightly CRM Seller [Unbounce](https://www.g2.com/sellers/unbounce) Discussions [Insightly CRM Community](https://www.g2.com/products/insightly-crm/discuss) Languages Supported English, French, Italian, Dutch, Portuguese, Spanish Solution Type All-in-One Overview by Travis Northup Show More ## Pricing Pricing provided by Insightly CRM. ### Plus $29 / user, per month (billed annually) [ View More Pricing Information ](https://www.g2.com/products/insightly-crm/pricing) ## Insightly CRM Integrations (7) What do users say about integrations? Verified by Insightly CRM [ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") Egnyte ](https://www.g2.com/products/egnyte/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") Harvest ](https://www.g2.com/products/harvest/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") Intuit Mailchimp Email Marketing ](https://www.g2.com/products/intuit-mailchimp-email-marketing/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") Microsoft Outlook ](https://www.g2.com/products/microsoft-outlook/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") QuickBooks Online ](https://www.g2.com/products/quickbooks-online/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") Smartsheet ](https://www.g2.com/products/smartsheet/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") Zapier ](https://www.g2.com/products/zapier/reviews) Show More HB Helen B. Internal Account Manager Small-Business (50 or fewer emp.) 4/14/2025 "Very flexible CRM to cater to a variety of requirements" 5/5 What do you like best about Insightly CRM? The flexibility in being able to create your own custom fields, reports, templates, and dashboards. Very easy to use, after initial set up. Customer support has been excellent. Brian Revak has been our Customer Success Manager, and has been so helpful throughout the whole experience. Review collected by and hosted on G2.com. What do you dislike about Insightly CRM? Unable to merge data for 2 different Objects, but this can be worked around by creating custom fields within the relevant Object. Review collected by and hosted on G2.com. What problems is Insightly CRM solving and how is that benefiting you? We previously had lots of spreadsheets with customer contact details, which have now all been imported into Insightly. We can update the status of an Opportunity/Project instantly, giving full visibility to anybody that needs to know. New lists of contacts from Trade shows, can be instantly updated/imported. Visibility through the Dashboards of overviews of the status of various Objects. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: Seller invite ![Verified User in Hospitality](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Hospitality") UH Verified User in Hospitality Mid-Market (51-1000 emp.) 12/10/2025 "Fantastic app" 5/5 What do you like best about Insightly CRM? CRM is a good software and provide better experience it is very easy to use and implementation Review collected by and hosted on G2.com. What do you dislike about Insightly CRM? Not any dislike in CRM software and not need any corrections Review collected by and hosted on G2.com. What problems is Insightly CRM solving and how is that benefiting you? it is very suitable for business purpose and solve my many problems Review collected by and hosted on G2.com. Show More Response from Harryson Pointdujour of Insightly CRM [Editedit](https://www.g2.com/survey_responses/insightly-crm-review-12073285/official_response/edit) Thanks so much for the kind words. We're glad Insightly feels easy to use and gives you a smooth experience. Appreciate you taking the time to share your feedback! Current UserValidated ReviewerSource: Organic ![Verified User in Primary/Secondary Education](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Primary/Secondary Education") UP Verified User in Primary/Secondary Education Small-Business (50 or fewer emp.) 4/11/2025 "Why Look Else Where" 5/5 What do you like best about Insightly CRM? Insightly is so easy to use. We group potential customers in opportunities where you can view them all and make visible notes without having to click into each organisation, this way you can see who has bought and who hasn't. Getting set up is easy and depending on which subscription you've chosen, you may also have a number of meetings with your Insightly rep where you can discuss how to get the most from the product. We have been able to integrate Insightly with our website so that whenever anyone reaches out, they are added to the CRM. Review collected by and hosted on G2.com. What do you dislike about Insightly CRM? Being able to email from the CRM is great, however you can only email 50 at one time. Review collected by and hosted on G2.com. What problems is Insightly CRM solving and how is that benefiting you? Insightly allows us to be able to view potential customers and out customers in one place. We can even break them down into different sections and contact them with different messages. We also use the marketing side too, which allows greater levels of integration. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: Seller invite ![Verified User in Marketing and Advertising](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Marketing and Advertising") UM Verified User in Marketing and Advertising Small-Business (50 or fewer emp.) 8/5/2025 "Easy to use, but has a view limitations for what I need" 3.5/5 What do you like best about Insightly CRM? It has a user friendly interface, it's an all-in-one platform, its customizable, and makes management of internal tasks/project more organizable and digestible. Review collected by and hosted on G2.com. What do you dislike about Insightly CRM? It has limited custom reporting and advance features are highly expensive. Review collected by and hosted on G2.com. What problems is Insightly CRM solving and how is that benefiting you? Insightly is streamlining operations, centralizing customer data, and improving visibility across teams. It is benefiting my by consolidating contacts, emails, project notes, and communication history in one platform. Review collected by and hosted on G2.com. Show More 8/8/2025 Current UserValidated ReviewerIncentivizedSource: Seller invite ![Verified User in Manufacturing](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Manufacturing") AM Verified User in Manufacturing Small-Business (50 or fewer emp.) 2/3/2025 "Second Only to Salesforce" 4/5 What do you like best about Insightly CRM? I have used Salesforce it had some more robust features. The one that stuck out so much to me was tha capabilites with merge variables and automations. I think the Workato (app connect) feature) aims to solve this and it does a good job. I think my absolute favorite part has been the customer service. Our reps from Insightly have been absolutely invaluable. Brian Revak is our rep and has left no question unanswered for our team and has helped me with resources like time with engineers to solve problems. Review collected by and hosted on G2.com. What do you dislike about Insightly CRM? I think that Insightly is a little confusing to get started with compared to Salesforce. There is a higher barrier of entry that in my opinion neccesitates having a success rep help you. I am not sure if that is ideal to require your product have a guide that I still use weekly 6+ months into working in the platform. I could also be stupid? Jury is out on that one but I do think the barrier for entry is high. I also believe the AppConnect project to be very difficult to get your arms around and use. Again, could be my problem but I have had an engineer join in and it took us 2ish hours to get an automation together to just make leads from Calendly enter automatically and not duplicate when a follow up Calendly is created. This is something that should be far easier in my opinion. I hope I see your team leverage Ai in this department because given Workato runs on logic AI would likely be able to create recipes for people, test them and make adjustments based on feedback given on failures until it works correctly. Review collected by and hosted on G2.com. What problems is Insightly CRM solving and how is that benefiting you? Previously we used pen and paper to manage our customer relationships Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: Seller invite ![Verified User in Construction](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Construction") UC Verified User in Construction Small-Business (50 or fewer emp.) 8/12/2025 "So far so good" 4/5 What do you like best about Insightly CRM? I like the ability to view all clients and information with a quick glance and click of a button. Website layout works well and it can be easily modified for specific jobs. Review collected by and hosted on G2.com. What do you dislike about Insightly CRM? The filter set up is a little what’s the difficult. Review collected by and hosted on G2.com. What problems is Insightly CRM solving and how is that benefiting you? Tracking of client Info and receipts Review collected by and hosted on G2.com. Show More Response from Harryson Pointdujour of Insightly CRM [Editedit](https://www.g2.com/survey_responses/insightly-crm-review-11533739/official_response/edit) Thanks for the feedback! I'm glad Insightly makes it easy for you to view and manage client info. I hear you on the filter setup — the product team is looking at ways to make it even simpler to use. Please reach out if you need more help. Current UserValidated ReviewerIncentivizedSource: Seller invite ![Jen A.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Jen A.") JA Jen A. Operational Excellence Manager & Executive Assistant Small-Business (50 or fewer emp.) 10/29/2024 "Great and customizable - perfect for startups and orgs needing to shift how they store data" 4/5 What do you like best about Insightly CRM? As our organization grows and changes we need to shift how we use our CRM. We love being able to add custom fields. The integrations are many. Collection of contact info from Outlook saves a lot of manual data entry. Exporting and importing data for use in other platforms, and/or reporting to pare down what is there for those on the team without access to the CRM. Review collected by and hosted on G2.com. What do you dislike about Insightly CRM? It's an investment for a small organization, but it's been worth it for us. Some of the integrations add extra cost. Review collected by and hosted on G2.com. What problems is Insightly CRM solving and how is that benefiting you? Insightly CRM brings together the contact info and other data we need to keep track of. We are constantly shifting. We have new and discontinued workstreams. Being able to add fields and do our own customization has been key to making it work for us. We also use Insightly Marketing, which is great to manage communications on an integrated platform. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller ![Bismark D.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Bismark D.") BD Bismark D. Owner Small-Business (50 or fewer emp.) 3/8/2020 "One of the most useful business tools I have seen" 4.5/5 What do you like best about Insightly CRM? Insightly is very responsive. The search feature is amazing. I find the interface simple to navigate and when it's time to automate, insightly has powerful automation features. The CRM is user friendly enough to use daily. Review collected by and hosted on G2.com. What do you dislike about Insightly CRM? I find the price to be high. Also, in every price tear there are new features. All features should be represented with every price tears with limitations based on the price level you purchase. For example, products are only available with the top tier for $100 USD per month. With lower price tears this feature should be available perhaps with a limitation on total products able to list. Also, I wish I could change the orange look Review collected by and hosted on G2.com. Recommendations to others considering Insightly CRM: Absolutely give this CRM a serious look. The company is very active in its development, Tons of videos. Define your needs carefully and give Insightly a run. Review collected by and hosted on G2.com. What problems is Insightly CRM solving and how is that benefiting you? Building a cabinetry business. Insightly's unique linking feature allows me to link everyone and everything to prospects, customers and projects, an ideal feature when need data about any projectin the future. Review collected by and hosted on G2.com. Show More 10/24/2024 Current UserValidated ReviewerSource: Organic ![Dan L.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Dan L.") DL Dan L. National Sales Manager Small-Business (50 or fewer emp.) 4/15/2025 "Love your CRM its so easy and fun" 5/5 What do you like best about Insightly CRM? I like how easy you can upload documnets and get proposals made from one place. Review collected by and hosted on G2.com. What do you dislike about Insightly CRM? Nothing I use it 1000 times a day and ill never switch. It does glitch here and there but for the cost who cares. Review collected by and hosted on G2.com. What problems is Insightly CRM solving and how is that benefiting you? Keeping everything all in one place. I have all my customers in one place and all my Franchises love it too Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: Seller invite ![Vanshika G.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Vanshika G.") VG Vanshika G. Associate Account Manager - Brand Solutions Mid-Market (51-1000 emp.) 8/6/2025 "Flexible & Customisable" 4/5 What do you like best about Insightly CRM? Very easy to use and has helped me transform my projects in a great way. Review collected by and hosted on G2.com. What do you dislike about Insightly CRM? It is a little time consuming as compared to other platforms. Review collected by and hosted on G2.com. What problems is Insightly CRM solving and how is that benefiting you? It has helped me manage and transform my projects in the most effective way. Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: G2 invite ## Questions about Insightly CRM? Ask real users or explore answers from the community Get practical answers, real workflows, and honest pros and cons from the G2 community or share your insights. [ Ask about Insightly CRM ](https://www.g2.com/products/insightly-crm/discussions/new) ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User") G2 Verified User • Last activity 6 months ago Does Insightly CRM sync with my existing email account? 1 Upvote 0 [ Join the conversation ](https://www.g2.com/discussions/does-insightly-crm-sync-with-my-existing-email-account) ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User") G2 Verified User • Last activity 2 months ago Inquiring about AI features 3 Upvotes 1 [ Join the conversation ](https://www.g2.com/discussions/inquiring-about-ai-features) [ View all Discussions ](https://www.g2.com/products/insightly-crm/discuss) ## Pricing Options Pricing provided by Insightly CRM. ### Plus $29 / user, per month (billed annually) ### Professional $49 / user, per month (billed annually) ### Enterprise $99 / user, per month (billed annually) [ View More Pricing Information ](https://www.g2.com/products/insightly-crm/pricing) ## G2 Deals ### Exclusive savings on Insightly CRM through G2 Deals Get an inside look at Insightly and claim your 20% off savings with a free demo. How to claim this offer Click Claim offer and Sign up for a free trial on the following page. When ready to purchase enter the discount code provided on the following page when ready purchase. Claim Offer Insightly CRM Comparisons ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_92f791c125019514c13f2138425a640b/hubspot-sales-hub.png "Product Avatar Image") HubSpot Sales Hub 4.4/5(13,906) [ Compare Now ](https://www.g2.com/compare/hubspot-sales-hub-vs-insightly-crm) ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_d9d3ff178178a1f790a9d6114e104471/zoho-crm.png "Product Avatar Image") Zoho 4.1/5(2,948) [ Compare Now ](https://www.g2.com/compare/insightly-crm-vs-zoho-crm) ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_c7667c650c352acba4bfca38ee89457b/agentforce-sales-formerly-salesforce-sales-cloud.png "Product Avatar Image") Agentforce Sales 4.4/5(25,872) [ Compare Now ](https://www.g2.com/compare/agentforce-sales-formerly-salesforce-sales-cloud-vs-insightly-crm) ##### ##### Insightly CRM Features Sales Force Automation Contact & Account Management Opportunity & Pipeline Mgmt. Task / Activity Management Marketing Automation Email Marketing Lead Management Customer Support Case Management Customer Support Portal Knowledge Base Mobile & Social Mobile User Support [ View More Features ](https://www.g2.com/products/insightly-crm/features) ## Top-Rated Alternatives [ ![Agentforce Sales (formerly Salesforce Sales Cloud)](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Agentforce Sales (formerly Salesforce Sales Cloud)") Agentforce Sales (formerly Salesforce Sales Cloud) 4.4/5(25,872) ](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) [ ![HubSpot Sales Hub](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "HubSpot Sales Hub") HubSpot Sales Hub 4.4/5(13,906) ](https://www.g2.com/products/hubspot-sales-hub/reviews) [ ![Pipedrive](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Pipedrive") Pipedrive 4.3/5(3,105) ](https://www.g2.com/products/pipedrive/reviews) [ View All Alternatives ](https://www.g2.com/products/insightly-crm/competitors/alternatives) ##### Categories on G2 [CRM](https://www.g2.com/categories/crm)[Sales Analytics](https://www.g2.com/categories/sales-analytics) ##### Explore More [Which content analytics software is easiest to use?](https://www.g2.com/discussions/which-content-analytics-software-is-the-easiest-to-use)[Which mobile app debugging solutions work effectively when simulators cannot replicate real device features?](https://www.g2.com/discussions/which-mobile-app-debugging-solutions-work-effectively-when-simulators-cannot-replicate-real-device-features)[Is Knock worth it as a notification infrastructure platform for a dev team that needs the fastest integration path, or does Courier offer comparable integration speed with more delivery channel flexibility?](https://www.g2.com/discussions/is-knock-worth-it-as-a-notification-infrastructure-platform-for-a-dev-team-that-needs-the-fastest-integration-path-or-does-courier-offer-comparable-integration-speed-with-more-delivery-channel-flexibility) [What is the most affordable media targeting solution for small teams?](https://www.g2.com/discussions/what-is-the-most-affordable-media-targeting-solution-for-small-teams)[Best corporate learning management systems for small businesses](https://www.g2.com/discussions/what-is-the-best-corporate-lms-for-small-businesses)[Pros and Cons Details](https://www.g2.com/products/insightly-crm/reviews?qs=pros-and-cons) [Show MoreShow Less](javascript:void(0);)