--- 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 KM Kassie M. Business Manager Small-Business (50 or fewer emp.) 4/8/2025 "Game-Changer for Our Small Business" 5/5 What do you like best about Insightly CRM? Insightly has completely transformed how we manage our projects. The interface is intuitive, the features are exactly what we need, and it keeps our team organized and on track. Review collected by and hosted on G2.com. What do you dislike about Insightly CRM? More integration options would be great. Review collected by and hosted on G2.com. What problems is Insightly CRM solving and how is that benefiting you? Insightly CRM provides great project management. From task tracking to client communication, everything is seamless. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: Seller invite GE Greg E. Project Engineer Small-Business (50 or fewer emp.) 4/8/2025 "Powerful and Easy to Use CRM" 5/5 What do you like best about Insightly CRM? Very easy to use and lots of options for customization for specific uses. Review collected by and hosted on G2.com. What do you dislike about Insightly CRM? Took a couple months to learn and setup systems to make the CRM useful. Review collected by and hosted on G2.com. What problems is Insightly CRM solving and how is that benefiting you? Keeping organized on all projects and stages. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: Seller invite ![Andrew V.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Andrew V.") AV Andrew V. Website and CRM Manager Small-Business (50 or fewer emp.) 10/29/2024 "An easy to use and customisable CRM" 4/5 What do you like best about Insightly CRM? Insightly is easy to use and highly customisable. We've created a number of custom objects and custom fields within those to manage everything from donations to shop orders to event registrations. Integrations with Facebook, Shopify and our CMS were easy to set up and manage. Customer service and techinncal support has also been excellent. Review collected by and hosted on G2.com. What do you dislike about Insightly CRM? As with all CRMS there are minor things I'd like to change, but nothing significant. Having USA-based support can sometimes cause delays. Review collected by and hosted on G2.com. What problems is Insightly CRM solving and how is that benefiting you? By recording key customer touchpoints (donations, shop orders, meetings, event registrations) we have a better picture of how our stakeholders interact with us. This also means we can more easily report on our activities and their impact. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller ![Richman T.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Richman T.") RT Richman T. Accountant/Administration Officer Mid-Market (51-1000 emp.) 5/28/2025 "CRM Recommendation." 4/5 What do you like best about Insightly CRM? Its Flexibility and easy to use applications for for different industry. Review collected by and hosted on G2.com. What do you dislike about Insightly CRM? Can be complex to a beginner for the first time. Review collected by and hosted on G2.com. What problems is Insightly CRM solving and how is that benefiting you? Management of firms activities, sales tracking and inventory control, project management functions, and integration with other management tools. Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: G2 invite ![Alexander G.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Alexander G.") AG Alexander G. Application Support Specialist Mid-Market (51-1000 emp.) 11/18/2024 "Great Easy to use CRM" 5/5 What do you like best about Insightly CRM? How easy it is to track all of my projects and update tasks and notes while working on them. It is very easy to link emails to Insightly so everything can be tracked in the project. Review collected by and hosted on G2.com. What do you dislike about Insightly CRM? When searching for a project name, sometimes you will click on the sales portion of the project by accident as the search gives yoy everything related to what you are searching for. Review collected by and hosted on G2.com. What problems is Insightly CRM solving and how is that benefiting you? It allows us to track all of our client's information as projects to make it easy to find all the information needed for my work. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic JJ Jai J. Senior Manager Information Technology and Services Mid-Market (51-1000 emp.) 10/30/2024 "Love the reporting and Dev capability of Insightly CRM" 3.5/5 What do you like best about Insightly CRM? I love the ease with which a developer can work with Insightly tool and it really helps me in configuring my reports whcih I need to generate. It also allwed me to integrate Insightly with external sysytem using its AppConnect feature Review collected by and hosted on G2.com. What do you dislike about Insightly CRM? The documentation is overwhelming and scattered across - not the API side of things but in general in terms of support documentation, which I believe could be improved and could be brought more focussed Review collected by and hosted on G2.com. What problems is Insightly CRM solving and how is that benefiting you? We need a CRM tool to track down our sales and do reporting on the same and Insightly is helping our client to achieve it Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller ![Courtney H.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Courtney H.") CH Courtney H. Administrative Assistant Small-Business (50 or fewer emp.) 7/18/2024 "Best CRM Experience EVER!!" 5/5 What do you like best about Insightly CRM? As an integration specialist and sales support team member for our company dedicated to helping non-profits raise money, I can confidently say that Insightly is a game-changer for our operations. Their CRM software seamlessly integrates with our existing tools, streamlining our workflow. Insightly's intuitive interface and robust features, such as customizable pipelines, customizable objects, and detailed reporting, empower us to focus more on nurturing client relationships with precision and efficiency. The ability to automate tasks and workflows has significantly boosted our productivity, allowing us to focus more on delivering impactful fundraising solutions. Insightly has truly become an indispensable tool in our mission to support non-profits, offering reliability and scalability that align perfectly with our organizational goals. What TRULY sets Insightly apart is the exceptional support we receive from our Customer Success Manager. His deep understanding of our unique needs as a business has been invaluable and he goes above and beyond to ensure that we maximize our use of Insightly, providing personalized guidance, training sessions, and prompt responses to any questions or challenges we encounter. Review collected by and hosted on G2.com. What do you dislike about Insightly CRM? While reflecting on my experience with Insightly, I find little to dislike about the platform. It meets our needs exceptionally well, and any minor issues we encountered were promptly addressed by their responsive support team. Review collected by and hosted on G2.com. What problems is Insightly CRM solving and how is that benefiting you? Insightly CRM is instrumental in solving several key challenges for our company. It helps us streamline client management by centralizing data, allowing us to track interactions and campaigns efficiently. This capability not only enhances our relationship-building with clients, but also improves our campaign effectiveness through better-targeted outreach and personalized communications. Insightly's automation features further boost our productivity, freeing up time for strategic planning and enabling us to focus more on our mission of supporting non-profits in achieving their fundraising goals effectively. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller ![Verified User in Education Management](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Education Management") UE Verified User in Education Management Small-Business (50 or fewer emp.) 10/29/2024 "Great for Sales, But Falls Short for Simple Contact Management Needs" 2.5/5 What do you like best about Insightly CRM? The platform does have some useful contact management features, Review collected by and hosted on G2.com. What do you dislike about Insightly CRM? We implemented Insightly CRM, hoping it would streamline our contact management needs. However, we found that it is very sales-driven, with most features centered around sales pipelines, leads, and opportunity tracking. As an organization that does not sell anything but primarily uses a CRM to compile, organize, and manage contact data, we found that these sales-focused features added unnecessary complexity and clutter to our workflow. Review collected by and hosted on G2.com. What problems is Insightly CRM solving and how is that benefiting you? Insightly CRM is primarily solving problems related to sales management. However, because our organization doesn't conduct sales, these benefits don’t align with our needs. We mainly require a system for compiling and organizing contact information, and Insightly’s sales-centric features don’t directly benefit us. The platform's strength lies in sales support, but it lacks the flexibility to accommodate simpler contact management tasks effectively. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller ![Marc O.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Marc O.") MO Marc O. Sales Development Specialist Small-Business (50 or fewer emp.) 9/11/2024 "Insightly CRM review" 5/5 What do you like best about Insightly CRM? Integration Capabilities Insightly offers a wide range of third-party integrations with popular tools like QuickBooks, Slack, Mailchimp, and Microsoft Teams, making it easier for businesses to sync data across multiple platforms. Additionally, its API allows for custom integrations, which is ideal for companies looking to further expand its functionality. The platform also integrates with marketing automation tools, such as Insightly Marketing, allowing users to manage campaigns, track leads, and nurture customer relationships without switching between different systems. Review collected by and hosted on G2.com. What do you dislike about Insightly CRM? Some users may find the learning curve slightly steeper when it comes to mastering the platform’s more advanced features. But once familiar with its functionality, teams can take full advantage of the range of tools Insightly offers. Review collected by and hosted on G2.com. What problems is Insightly CRM solving and how is that benefiting you? Insightly excels in its reporting and analytics capabilities. The CRM provides detailed reports on sales pipelines, team performance, and customer insights, allowing users to make data-driven decisions. The dashboard customization options also enable users to track KPIs and metrics relevant to their goals. Review collected by and hosted on G2.com. Show More Validated ReviewerSource: Organic JP Jose Luis P. Quality Assurance Specialist Telecommunications Mid-Market (51-1000 emp.) 11/6/2024 "Improved our capability to manage complex sales pipelines" 4/5 What do you like best about Insightly CRM? It is an excellent tool for archiving customers’ information, potential leads, and opportunities, as well as tracking sales related processes. It is easy to master and very flexible in utility, which has helped it fit smoothly into the usage patterns of our entire sales team. Review collected by and hosted on G2.com. What do you dislike about Insightly CRM? There is the inconvenience of forming reports with certain statistical values or settings. This denies analytical access to other important areas of our business including product lines, geography and sales persons themselves. Review collected by and hosted on G2.com. What problems is Insightly CRM solving and how is that benefiting you? Sales data are consolidated, allowing Insightly CRM to cut through data silos and enhance customer relationship management. The work-flow of the platform is designed in a very simple manner so that the whole sales team can get engaged. 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);)