--- 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: '2026-08-07' 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. Insightly gets the job done, but I would be open to another CRM **Rating:** 2.5/5.0 stars **Reviewed by:** Shannon C. | Account Coordinator, Small-Business (50 or fewer emp.) **Reviewed Date:** July 22, 2021 **What do you like best about Insightly CRM?** The best function in Insightly is the easy workflow setup. Insightly allows you to customize and filter without limitations. I also appreciate that Insightly is user-friendly. The built-in workflow automation and organized features such as task and project management make my role as a coordinator super smooth. **What do you dislike about Insightly CRM?** I don't particularly appreciate that there isn't an option to mention a colleague or notify someone within a task. The tag feature does not inform other users of changes, etc. However, if you follow the project or client, you can receive updates. **What problems is Insightly CRM solving and how is that benefiting you?** Unfortunately, in my role, I am not solving problems within CRM. I use Insightly as a project management tool. The Account Managers at my company did highlight that since using Insightly, they are able to hone in on more details when it comes to a clients budget, something they couldn't do with our previous CRM software. ### 2. Insightly Helps Me Stay Organized **Rating:** 5.0/5.0 stars **Reviewed by:** Michele B. | CPA, Accounting, Small-Business (50 or fewer emp.) **Reviewed Date:** December 16, 2021 **What do you like best about Insightly CRM?** I love the different filters for running lists & sending emails directly from Insightly. **What do you dislike about Insightly CRM?** The limited number of results that are brought up when I type in a search term. All the results should be brought up rather than just the first few. **Recommendations to others considering Insightly CRM:** Well worth the price. I would recommend it to anyone. **What problems is Insightly CRM solving and how is that benefiting you?** Keeping track of hundreds of different projects & tasks. It has saved me hundreds of hours in organizational time. ### 3. As an Insightly user, I'm overall happy with it. **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Market Research | Small-Business (50 or fewer emp.) **Reviewed Date:** December 14, 2021 **What do you like best about Insightly CRM?** I like the project Kanban view best. It's a quick visual of all the projects we're working on, who's in charge, and the due date. I also really like the ability to search through all projects by different fields. It helps me find projects comparable to what I'm currently working on. **What do you dislike about Insightly CRM?** I don't close insightly each night, so when I come back the next morning and click on a project before logging back in, I get a weird screen with just text. It's an easy fix though, I just login and everything is back to normal. **What problems is Insightly CRM solving and how is that benefiting you?** It helps me stay on track with my projects. I don't miss deadlines. ### 4. Pretty useful and and handy **Rating:** 5.0/5.0 stars **Reviewed by:** Frank M. | Design Engineer, Mid-Market (51-1000 emp.) **Reviewed Date:** December 21, 2021 **What do you like best about Insightly CRM?** easy for organization, you can keep track and the whole team their tasks, the pipeline. **What do you dislike about Insightly CRM?** Sometimes they change the format to view everything for a couple of days and disrupts the way you manage every tasks in your daily basis. **What problems is Insightly CRM solving and how is that benefiting you?** easy organization of pipeline, easy to keep track of every employer and their task handling. You can sectionate all the different stages of the business for easy comprehension ### 5. Insightly is probably a good fit for larger companies but it wasn't what I needed. **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Media Production | Small-Business (50 or fewer emp.) **Reviewed Date:** June 24, 2022 **What do you like best about Insightly CRM?** Ease of sending emails with BCC unique email address that linked all emails to contacts. **What do you dislike about Insightly CRM?** A simple thing like having all events and communications for a lead available in one feed. **What problems is Insightly CRM solving and how is that benefiting you?** Helping me to stay on top of communicating with all contacts and not letting them fall through the cracks. ### 6. Great App and Excellent Support / Account Management Staff. **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Recreational Facilities and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** November 24, 2021 **What do you like best about Insightly CRM?** Our company loves this app. Its very helpful onboarding clients with Pipelines and Activity Sets. Activity Sets are pre-programmed tasks that will deploy based on a date, category and who it's assigned to. **What do you dislike about Insightly CRM?** The iPhone / Android app is nice to have, but is not exactly great to use. Not nearly as good as the computer application. It works fine but not nearly as great as the PC app. **What problems is Insightly CRM solving and how is that benefiting you?** Auto tasks based on the type of installation / onboarding are important for our team. Each client and project type require certain items to be set up. Based on the product they signed up for, requires different tasks types for different departments, teams or specific staff members. ### 7. Completely changed the game **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Management Consulting | Small-Business (50 or fewer emp.) **Reviewed Date:** January 09, 2022 **What do you like best about Insightly CRM?** Insightly really helped our consultancy business expand and enhance our professionalism. In an industry where relationships are so important, having such a great CRM really helped us in a big way. **What do you dislike about Insightly CRM?** I have struggled a bit with organising and scheduling tasks for project management, but the Insightly team have been so helpful with their ongoing support to help resolve this. **What problems is Insightly CRM solving and how is that benefiting you?** Our customer and relationship management processes have been enhanced in a huge way by Insightly. I really can't recommend the product enough for anyone dealing with a high volume of customers or clients. ### 8. Using the system to organize contacts and projects **Rating:** 5.0/5.0 stars **Reviewed by:** Bryan C. | Owner and Designer, Small-Business (50 or fewer emp.) **Reviewed Date:** December 14, 2021 **What do you like best about Insightly CRM?** The most helpful part of using Insightly is the layout. The layout allows current users to be comfortable with trying new features, read the data easily and train new employees in using the system. **What do you dislike about Insightly CRM?** The dashboard needs to be updated and the data must be more easily manipulated. **What problems is Insightly CRM solving and how is that benefiting you?** We are able to realize an insight into the data to drive decisions that are based on facts. Love it! ### 9. Very Good CRM for Sme`s **Rating:** 5.0/5.0 stars **Reviewed by:** Hicham I. | Principal CEO, Small-Business (50 or fewer emp.) **Reviewed Date:** December 15, 2021 **What do you like best about Insightly CRM?** Leads management and conversion , Centralised contact management , business pipeline and reports **What do you dislike about Insightly CRM?** There are some applications that we use like Sales QL , Linkedin sales navigator that we cannot integrate **Recommendations to others considering Insightly CRM:** Insighltly is a good Crm for small companies that need to centralize contacts , manage tasks & opportunities, leads follow up **What problems is Insightly CRM solving and how is that benefiting you?** We are solving our opportunities follow up , Tssks follow up and business pipeline reports ### 10. Yea it's a great CRM for tracking people. We track teachers and admin members for our program. **Rating:** 5.0/5.0 stars **Reviewed by:** Wade S. | Product Evangelist and Lead Community Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** December 14, 2021 **What do you like best about Insightly CRM?** The search feature is brilliant. It always presents the results for the option I'm looking for, even with just a few characters added to it. Very smart indeed! **What do you dislike about Insightly CRM?** It just feels outdated in design. I feel like I'm working on something Windows would show in the early 2000's. It's just time for a design facelift I think. **Recommendations to others considering Insightly CRM:** I don't know what you use now but I think you'll enjoy this 1. It's certainly effective for our needs. **What problems is Insightly CRM solving and how is that benefiting you?** Keeping track of teachers and admin members especially for community management. We always want to make sure everyone gets time with our team and Insightly helps. ### 11. Great for small-medium Companies! **Rating:** 4.5/5.0 stars **Reviewed by:** Luis A. | Regional Account Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** November 11, 2021 **What do you like best about Insightly CRM?** The user's experience is quite smooth and pleasant, queries/reports are easy to set up, lead qualification & customer information is shown in a very concise way - you can control the entire customer lifecycle. **What do you dislike about Insightly CRM?** It would be absolutely great if the mapping is added to the system - for an external sales force is imperative to visualize customer's location and set up appointments. **What problems is Insightly CRM solving and how is that benefiting you?** A better customer lifecycle control, we were struggling with a legacy CRM that was absolutely hideous to use. ### 12. An easy-to-use CRM system! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Printing | Small-Business (50 or fewer emp.) **Reviewed Date:** October 15, 2021 **What do you like best about Insightly CRM?** We recently transitioned from a big name system that was too much for our small company. Insightly has been perfect for the size and scale of what we are doing. The sales team member, although not there anymore, was terrific with the research and onboarding phase. Our rep has helped get us set up and running! The mobile app has been essential on the go as well. **What do you dislike about Insightly CRM?** Not much that I dislike at this time. I wish I had more time to do the tutorials and to jump in even more than I'm using the system now. **Recommendations to others considering Insightly CRM:** Take a look at this system. I did a lot of research and demos and am glad I found Insightly! **What problems is Insightly CRM solving and how is that benefiting you?** Keeping organized, current. Taking notes. The integration with MaiChimp has been a great tracking component. ### 13. Feature Review **Rating:** 2.5/5.0 stars **Reviewed by:** Verified User in Accounting | Enterprise (> 1000 emp.) **Reviewed Date:** August 04, 2022 **What do you like best about Insightly CRM?** To manage our contacts from anywhere, it provides easy-to-use Sales Force Automation software. **What do you dislike about Insightly CRM?** Could be cheaper and more integrations could have been better **What problems is Insightly CRM solving and how is that benefiting you?** Database management ### 14. We love Insightly! **Rating:** 5.0/5.0 stars **Reviewed by:** Candice S. | CEO, Small-Business (50 or fewer emp.) **Reviewed Date:** October 19, 2021 **What do you like best about Insightly CRM?** Customization is amazing and the team members work hard to ensure we are equipped with the right work flow to make everything as seamless as possible **What do you dislike about Insightly CRM?** The movement of account managers - we like to work with someone who knows our workflow and issues and not someone new every 6 or so months. **Recommendations to others considering Insightly CRM:** If you are looking for an easy tool to implement to increase productivity on your team and keep everything organized and workflows moving, look no further. **What problems is Insightly CRM solving and how is that benefiting you?** our pipeline flows to make sure nothing drops through the cracks and automations. ### 15. Very user friendly **Rating:** 5.0/5.0 stars **Reviewed by:** Floor A. | Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** December 14, 2021 **What do you like best about Insightly CRM?** I needed something affordable and expandable that did not require an IT department to figure out. Insightly fit that perfectly. **What do you dislike about Insightly CRM?** Lack of full integration into Gmail. I wish I could reply seamlessly from gmail and it would update on Insightly. **What problems is Insightly CRM solving and how is that benefiting you?** No problems, benefits are the reason I signed up for a CRM: a planned program to follow up with new and existing clients. ### 16. Great software for organization **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Design | Small-Business (50 or fewer emp.) **Reviewed Date:** December 14, 2021 **What do you like best about Insightly CRM?** Insightly is a great way for our company to organize multiple projects all in one place for easy access. Insightly helps all groups of our company communicate in one place. **What do you dislike about Insightly CRM?** I think some of the filters to view opportunities/ projects could be improved. Sometimes it isn't easy to filter to your own projects with multiple users. **Recommendations to others considering Insightly CRM:** Organize all aspects of your company, so that you can use insightly to its highest use. **What problems is Insightly CRM solving and how is that benefiting you?** I honestly have no complaints with the overall interface and usability of the software. It is very intuitive and easy for all of us to use a company. ### 17. Awesome Customer Management **Rating:** 5.0/5.0 stars **Reviewed by:** Omar D. | Operations Support, Small-Business (50 or fewer emp.) **Reviewed Date:** December 14, 2021 **What do you like best about Insightly CRM?** Easy to use, lots of tools to utilize, and ability to share all contacts among companies. We use the customer contacts and the opportunities tools mostly. Definitely more manageable and better than any others on the market. **What do you dislike about Insightly CRM?** Some employees have difficulty using the tools and inputting the contact information. Training was needed, but they were able to get the hang of it easily. Having the ability to remove unused tools would be the only suggestion I have. **What problems is Insightly CRM solving and how is that benefiting you?** Company contacts and opportunities are all in one place. Everyone can find it easily and add any new contacts. ### 18. Insightly continues to evolve to meet the needs of our business **Rating:** 4.5/5.0 stars **Reviewed by:** John H. | Managing Director, Small-Business (50 or fewer emp.) **Reviewed Date:** December 27, 2021 **What do you like best about Insightly CRM?** The integration of task and project management with contact management **What do you dislike about Insightly CRM?** I would like improved two-way integration with MailChimp **What problems is Insightly CRM solving and how is that benefiting you?** Insightyly has provided a single integrated view of all my buisness relationships - cusotmers, suppliers and partners - with deeply integrated task and project management facilities that mean we never drop the ball. ### 19. Functional CRM **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising | Mid-Market (51-1000 emp.) **Reviewed Date:** October 19, 2021 **What do you like best about Insightly CRM?** Our team loves the customization that is allowed so that we can make the CRM tailored to us. it's pretty intuitive! **What do you dislike about Insightly CRM?** As the implementor of the CRM for our company and managing our tech stack. I have found it definitely lacks in integrations with other marketing/sales platforms. This could greatly be improved upon for the future. **Recommendations to others considering Insightly CRM:** Insightly has been a powerful tool for us! It's affordable and not overwhelming for our sales and marketing process. We've been able to include it in everything we do minus a few integrations with other B2B softwares. But overall it's been great! **What problems is Insightly CRM solving and how is that benefiting you?** We're solving our transparency issues within the lead-to-closure process. It gives accountability into maintaining on top of leads and allows us to track attribution. ### 20. Insightly has made a wonderful difference in our documentation and record keeping **Rating:** 5.0/5.0 stars **Reviewed by:** Kelly T. | billing specialist, Small-Business (50 or fewer emp.) **Reviewed Date:** December 21, 2021 **What do you like best about Insightly CRM?** quick record notes and reviews I love how i can rely on the information being protected and easily accessible **What do you dislike about Insightly CRM?** navigation from one tab to next when using search **What problems is Insightly CRM solving and how is that benefiting you?** memory and data storage Once increased, than the benefits of quick review of records ### 21. Extremely organized and efficient work space. **Rating:** 4.5/5.0 stars **Reviewed by:** Bryan G. | Incentives Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** December 14, 2021 **What do you like best about Insightly CRM?** The way you can query data from reports while still in the user-friendly database is unmatched. **What do you dislike about Insightly CRM?** You can only use eight filters on your customized reports. **What problems is Insightly CRM solving and how is that benefiting you?** We're solving issues concerning solar installations. Insightly helps us keep a close eye on ETA and other important dates. ### 22. Automated my work life! **Rating:** 5.0/5.0 stars **Reviewed by:** Helen B. | Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** December 14, 2021 **What do you like best about Insightly CRM?** I was able to set everything up to automate repetitive tasks & have all my information in one place. **What do you dislike about Insightly CRM?** Still some fields / elements I would like to be able to customise - like set default sorting of tasks within a project **What problems is Insightly CRM solving and how is that benefiting you?** Massive time savings ### 23. Awesome CRM Couldn't ask for more **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** December 14, 2021 **What do you like best about Insightly CRM?** Everything, but the task lists and projects are awesome. It makes it very easy to follow along with your day and what you have going on. It's also nice to run lists and automatically send emails to those lists of clients. This saves so much time **What do you dislike about Insightly CRM?** The fact that on your task list you must keep clicking the drop down arrow if you have more than 50 tasks. Then you have to do that again after you mark one off. It's very time consuming. **What problems is Insightly CRM solving and how is that benefiting you?** Tasks are kept on a timely matter with Insightly. If we didn't have this we would drop the ball on so many projects. Same with the projects it's nice to have everything in one place ### 24. Wonderful program! **Rating:** 4.5/5.0 stars **Reviewed by:** Ebony G. | Director of Client Solutions, Small-Business (50 or fewer emp.) **Reviewed Date:** March 04, 2022 **What do you like best about Insightly CRM?** It makes pulling info into a CRM easy and seamless. All details including photos are ported and it is truly a time saver! **What do you dislike about Insightly CRM?** That leads photos cannot be imported. Also the industry does not convert **Recommendations to others considering Insightly CRM:** Just do it **What problems is Insightly CRM solving and how is that benefiting you?** Time management for sure. ### 25. Excellent tool to connect with your target audience **Rating:** 5.0/5.0 stars **Reviewed by:** Shivom V. | Business Analyst, Enterprise (> 1000 emp.) **Reviewed Date:** January 18, 2022 **What do you like best about Insightly CRM?** The way tech is used here to make sure the right people are connected is commendable, to say the least **What do you dislike about Insightly CRM?** The interface can be slightly tricky to navigate at times if you are not familiar with the software **What problems is Insightly CRM solving and how is that benefiting you?** Instant connect with your target audience & the ability to interact with the right kind of people quickly helps us get results in a timely fashion ### 26. Insightly Matches My Business Rightly **Rating:** 5.0/5.0 stars **Reviewed by:** Russ N. | Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** December 14, 2021 **What do you like best about Insightly CRM?** I like the ease of setting alarms and integrating with email templates **What do you dislike about Insightly CRM?** I want to select a Contact group and email 'all.' **Recommendations to others considering Insightly CRM:** It has most of the features I need at the price point **What problems is Insightly CRM solving and how is that benefiting you?** Alarms for follow-ups are critical in any sales ### 27. Good for start ups; good value for your money. **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Health, Wellness and Fitness | Small-Business (50 or fewer emp.) **Reviewed Date:** November 01, 2021 **What do you like best about Insightly CRM?** I have used most of the CRM's in the industry. Insightly has a robust amount of functionality to meet your needs for a CRM. They have additional, higher-level capabilities as your business grows. (We do not use the more advanced license yet.) I also like the simple integration into Box and Google Drive. **What do you dislike about Insightly CRM?** The base level of license subscription limits the number of custom fields you can have for Organizations, Opportunities, etc. This limit can be challenging at times. (We could pay more to lift this governor.) **What problems is Insightly CRM solving and how is that benefiting you?** Managing our customer organizations, contacts, and our sales funnel all in one place. ### 28. A great way to track your prospects and customers **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Higher Education | Enterprise (> 1000 emp.) **Reviewed Date:** December 14, 2021 **What do you like best about Insightly CRM?** Insightly is highly customizable and easy to use. I love the integration with Outlook. **What do you dislike about Insightly CRM?** There are a lot of features I don't need. **Recommendations to others considering Insightly CRM:** This is a wonderful tool. After years of use, you will need to purge unused email templates, contacts, and other items to keep the look and feel of Insightly clean. **What problems is Insightly CRM solving and how is that benefiting you?** I needed to track inbound prospects for a Master's program. Then I keep track of these students until they graduate and become alumni. ### 29. A great way to keep all your needs organized **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Fine Art | Small-Business (50 or fewer emp.) **Reviewed Date:** March 03, 2022 **What do you like best about Insightly CRM?** I love keeping all of my client's information super organized and accessible. **What do you dislike about Insightly CRM?** I can't think of anything at the moment. Maybe I will have a suggestion in the future. **What problems is Insightly CRM solving and how is that benefiting you?** I haven't had any problems at the moment! ### 30. Easy to use **Rating:** 5.0/5.0 stars **Reviewed by:** Hollie A. | Business Development Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** December 15, 2021 **What do you like best about Insightly CRM?** Very easy to use and navigate, the reports are useful for sales **What do you dislike about Insightly CRM?** It could be easier to add customers to the same CR number **Recommendations to others considering Insightly CRM:** Give it a go! **What problems is Insightly CRM solving and how is that benefiting you?** Able to see easily customers I have contacted all week/month ### 31. Great CRM **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Renewables & Environment | Small-Business (50 or fewer emp.) **Reviewed Date:** December 29, 2021 **What do you like best about Insightly CRM?** I love how customizable this CRM is. The way I can create very specific processes and tasks that I can easily follow is one of my favorite features, not to mention the ability to assign tasks to others and track the progress. **What do you dislike about Insightly CRM?** At the moment there is nothing I dislike about this CRM **What problems is Insightly CRM solving and how is that benefiting you?** Organization is the problem that I am solving, this CRM keeps my team very organized. ### 32. User friendly and nice features **Rating:** 4.5/5.0 stars **Reviewed by:** Amir K. | IT and Eng., Mid-Market (51-1000 emp.) **Reviewed Date:** December 14, 2021 **What do you like best about Insightly CRM?** The flexibility of the program to customize the reports and control the opportunities and projects. Also, the user-friendly platform helps to make the training easier. **What do you dislike about Insightly CRM?** You are not in control of your uploaded files. **What problems is Insightly CRM solving and how is that benefiting you?** opportunity and follow-ups ### 33. One of the best CRM to manage all the activities and records in one place. Love to handle my stuff **Rating:** 5.0/5.0 stars **Reviewed by:** Sunni Islamic C. | Senior Digital Designer, Enterprise (> 1000 emp.) **Reviewed Date:** March 14, 2022 **What do you like best about Insightly CRM?** The simple process to manage all the data in one place **What do you dislike about Insightly CRM?** Paid service. Lol. Hope this is to manage from scammers etc **What problems is Insightly CRM solving and how is that benefiting you?** Management related issues like payroll, sales and leads ### 34. Very Happy User **Rating:** 5.0/5.0 stars **Reviewed by:** Lee Ann H. | D, Small-Business (50 or fewer emp.) **Reviewed Date:** October 06, 2021 **What do you like best about Insightly CRM?** We went from SalesPro CRM to Insightly, and I am thrilled with the transition. It was so easy to learn and keep customer data current. I am happy we made the change! **What do you dislike about Insightly CRM?** The only thing is that I wish when you entered in the organization name, the contact names for that organization popped up. **What problems is Insightly CRM solving and how is that benefiting you?** The problem solved for us was a system that was user-friendly and made our jobs easier. ### 35. It allows all the employees to follow up professionally. **Rating:** 5.0/5.0 stars **Reviewed by:** MK H. | program Specialist Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** December 14, 2021 **What do you like best about Insightly CRM?** Easy to use, easy to add notes and share them with co-workers. **What do you dislike about Insightly CRM?** I need to log in every time I need to use it; security is a high level **What problems is Insightly CRM solving and how is that benefiting you?** keep on updating the leads ### 36. Great tool to follow up how far we are in creating new potential sales **Rating:** 4.0/5.0 stars **Reviewed by:** Lieven D. | Project Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** December 14, 2021 **What do you like best about Insightly CRM?** I like the fact that we can build a logical path to best approach clients **What do you dislike about Insightly CRM?** I had problems to make a difference between leads and contacts **What problems is Insightly CRM solving and how is that benefiting you?** Better follow up of contacts with leads ### 37. Grow your business amazingly- Insightly CRM **Rating:** 4.5/5.0 stars **Reviewed by:** Aanish l. | Team Lead, Small-Business (50 or fewer emp.) **Reviewed Date:** May 25, 2021 **What do you like best about Insightly CRM?** - Inexpensive price. - It is one of the most popular software as there are 1.5 million users worldwide. - It helps to keep and manage the record of customers securely. - It is easy to use to create to establish secure connection between me and my employee and customer even in the time of pandemioc. - I requested it also provides a demo. **What do you dislike about Insightly CRM?** Till now, I haven't found any dislikes and downwards. **Recommendations to others considering Insightly CRM:** I recommend Insightly CRM to grow your business amazingly. Besides, if you are a beginner, I recommend to use the free trial version to develop trust upon the sightly. **What problems is Insightly CRM solving and how is that benefiting you?** During pandimic, it is being one of the best software to accelerate my business amazingly. It is helping to track the customers using the email and communicate as well. ### 38. Great Platform **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising | Small-Business (50 or fewer emp.) **Reviewed Date:** January 10, 2022 **What do you like best about Insightly CRM?** The Platform is easy to use and needs very little time to learn how to use it for beginners. **What do you dislike about Insightly CRM?** I thought initially it was a bit expensive, however I realise it is very good value for money. **Recommendations to others considering Insightly CRM:** Excellent CRM system, new staff will find it easy to use. **What problems is Insightly CRM solving and how is that benefiting you?** Customer information is all stored securely online. ### 39. Awesome! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Design | Small-Business (50 or fewer emp.) **Reviewed Date:** March 01, 2022 **What do you like best about Insightly CRM?** Insightly is intuitive, user-friendly, and super easy to use. I rely on Insightly day in and day out to manage my task list, contacts, opportunities. Highly recommend it **What do you dislike about Insightly CRM?** Nothing as such. We are super happy using Insightly for our small business. I would highly recommend it to small businesses to keep themselves organized. **Recommendations to others considering Insightly CRM:** Please go ahead and make this valuable investment for your business. **What problems is Insightly CRM solving and how is that benefiting you?** None ### 40. Great CRM **Rating:** 4.5/5.0 stars **Reviewed by:** callum w. | Sales, Small-Business (50 or fewer emp.) **Reviewed Date:** December 14, 2021 **What do you like best about Insightly CRM?** Its an easy to use crm, good mobile application **What do you dislike about Insightly CRM?** you can customize some stuff that would be handy **Recommendations to others considering Insightly CRM:** Good CRM **What problems is Insightly CRM solving and how is that benefiting you?** Solving data tracking problems. benefits of increased sales ### 41. Easy to use **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Non-Profit Organization Management | Small-Business (50 or fewer emp.) **Reviewed Date:** December 29, 2021 **What do you like best about Insightly CRM?** Objects and custom fields can be created in a simple way **What do you dislike about Insightly CRM?** Customer service sometimes takes a long time to respond **What problems is Insightly CRM solving and how is that benefiting you?** I have been able to adapt the CRM to all the particularities of my company. I have created forms on my company's website that store the information directly in the CRM without the need to use other tools. ### 42. Insightly Review **Rating:** 2.0/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** August 26, 2021 **What do you like best about Insightly CRM?** Visually, it looks great and less cumbersome than other CRMs. **What do you dislike about Insightly CRM?** It does not have enough fields for certain things, it's hard to keep track of notes, and it creates duplicates too easily. It also doesn't integrate with many other software. **Recommendations to others considering Insightly CRM:** Watch all their training videos. **What problems is Insightly CRM solving and how is that benefiting you?** Insightly was brought on to help track the sales cycle and allow multiple team members to check in on progress. ### 43. Simple and easy to Navigate **Rating:** 5.0/5.0 stars **Reviewed by:** Mark P. | Account Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** December 15, 2021 **What do you like best about Insightly CRM?** I like the simplicity of the navigation on the pages, I find being able to search for an account using just a post code or a couple of letters the most helpful part **What do you dislike about Insightly CRM?** Sometimes it will kick you back to the beginning **Recommendations to others considering Insightly CRM:** Simple and easy to use **What problems is Insightly CRM solving and how is that benefiting you?** Currently, I am not solving any issue with CRM so am unable to give an honest answer ### 44. Easy to Navigate and Explore **Rating:** 5.0/5.0 stars **Reviewed by:** Macy G. | High School + Post Secondary Program Director, Small-Business (50 or fewer emp.) **Reviewed Date:** December 14, 2021 **What do you like best about Insightly CRM?** I like how much information we can store in the database and then run reports to better understand what is happening with the program. **What do you dislike about Insightly CRM?** Sometimes there are programs that can't be combined, but would make the system easier to use for one use. **Recommendations to others considering Insightly CRM:** Martin is the best rep! **What problems is Insightly CRM solving and how is that benefiting you?** I am solving the issues related to running reports for any given area of numerical values. ### 45. Very easy system to us **Rating:** 5.0/5.0 stars **Reviewed by:** Glenn P. | Sales, Small-Business (50 or fewer emp.) **Reviewed Date:** December 14, 2021 **What do you like best about Insightly CRM?** Keeping track of tasks and activities is seem less **What do you dislike about Insightly CRM?** Pulling data for charts can be complocated **What problems is Insightly CRM solving and how is that benefiting you?** Keeping track of orders and tasks ### 46. CRM Review **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Human Resources | Mid-Market (51-1000 emp.) **Reviewed Date:** November 05, 2021 **What do you like best about Insightly CRM?** Ease of use, very easy to manage pipeline. Navigation through it is simple. It allows you to stay on a screen while scheduling/completeing tasks so you don't lose where you're are at **What do you dislike about Insightly CRM?** It's hard to say but like most CRMs there is a lot of features in it that seem to be a little redundant and if you have a little bit of wrong info it won't catch it so it can cause duplicates **What problems is Insightly CRM solving and how is that benefiting you?** Managing my pipeline is very simple witht the drag and drop so I don't have to go in and make a bunch of "clicks" just move an opportunity around which keeps my pipeline easy to view for my manager ### 47. Inslightly **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Real Estate | Small-Business (50 or fewer emp.) **Reviewed Date:** August 15, 2019 **What do you like best about Insightly CRM?** So far, Insighly is easy to upload information. **What do you dislike about Insightly CRM?** It can be a bit confusing as to where certain customer lists are found. **What problems is Insightly CRM solving and how is that benefiting you?** Keeping my contacts/prospects in one place. ### 48. Does the job at a fair price. **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Small-Business (50 or fewer emp.) **Reviewed Date:** December 16, 2021 **What do you like best about Insightly CRM?** Gmail integration is really good. It allows us to see what's in the pipeline and plan. **What do you dislike about Insightly CRM?** The mobile app is just adequate. I would like to be able to do more on my iPad as well. **What problems is Insightly CRM solving and how is that benefiting you?** We use it to track prospects, lead and keep all of their proposals, email and documents in one place. ### 49. I have always had a great experience with InSightly **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Law Practice | Small-Business (50 or fewer emp.) **Reviewed Date:** December 14, 2021 **What do you like best about Insightly CRM?** I like the pipeline and how I am able to track cases and categorize where they are at each stage **What do you dislike about Insightly CRM?** I haven't found anything that I truly dislike or would like changed with the program we use. **What problems is Insightly CRM solving and how is that benefiting you?** I like that the CRM can connect with QuickBooks this has become very useful with time tracking ### 50. I've found Insightly useful for tracking customer activities **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Oil & Energy | Small-Business (50 or fewer emp.) **Reviewed Date:** December 16, 2021 **What do you like best about Insightly CRM?** Being able to track/prioritise tasks and use opportunity pipelines to monitor lead progression **What do you dislike about Insightly CRM?** It is quite complex, if it was made simpler it could improve the platform **Recommendations to others considering Insightly CRM:** Its a very useful tool for managing customer relationships **What problems is Insightly CRM solving and how is that benefiting you?** Helping to deal with customer problems and track performance Being able to quickly create reports ## 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=7§ion=pricing&secure%5Bexpires_at%5D=2026-08-08+11%3A42%3A14+-0500&secure%5Bsession_id%5D=064ab000-2e8c-4f03-ba92-36d4ba1de0f2&secure%5Btoken%5D=6bcdec83cdf61b0be0f747b38a42b82a9708d2f0ac246d42c59b71b57f376593&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 (24,686 reviews) - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) - 4.4/5.0 (13,299 reviews) - [Pipedrive](https://www.g2.com/products/pipedrive/reviews) - 4.3/5.0 (3,057 reviews)