--- 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 ![Nathalie H.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Nathalie H.") NH Nathalie H. Customer Care manager Small-Business (50 or fewer emp.) 10/31/2024 "Easy to work with" 4.5/5 What do you like best about Insightly CRM? It's easy to understand and work with. There are multiple fuctions and customizations for the user's need. I also like the dashboards and views to organize tasks and track activity. The reports are also very helpful. Review collected by and hosted on G2.com. What do you dislike about Insightly CRM? The task view can be improved. It is simple but lacks more functions. Review collected by and hosted on G2.com. What problems is Insightly CRM solving and how is that benefiting you? Organize our business, track sales, create reports and manage daily activities within the organization. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller ![Kathy T.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Kathy T.") KT Kathy T. Vice President of Operations Small-Business (50 or fewer emp.) 11/5/2024 "User Friendly" 5/5 What do you like best about Insightly CRM? The videos for self help are extremely helpful, additionally the ability to have a support contact or the management success team as well. Review collected by and hosted on G2.com. What do you dislike about Insightly CRM? The downside to Insightly is having set up different Marketing tools, however the support team steps in to help. Review collected by and hosted on G2.com. What problems is Insightly CRM solving and how is that benefiting you? Having a database and maintaining the files per client. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller ![John R.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "John R.") JR John R. Energy Consultant Small-Business (50 or fewer emp.) 2/22/2023 "Energy Consultant" 4/5 What do you like best about Insightly CRM? Helps keep track of customers, running reports to assist with stats and trends, follow-up dates, self-automation, and integrating with Gmail, calendar, etc. Review collected by and hosted on G2.com. What do you dislike about Insightly CRM? Minor bugs, and constant refreshing while working on notes or updates caused me to lose the notes that I took. Review collected by and hosted on G2.com. What problems is Insightly CRM solving and how is that benefiting you? Data gathering, reaching out to clients, follow-ups, data for opportunities won. This causes me to be more productive in knowing when and who to reach out to. Our business performance has increased and we have great statistics to back it up. Review collected by and hosted on G2.com. Show More 8/22/2024 Current UserValidated ReviewerSource: Organic ![Naman M.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Naman M.") NM Naman M. Salesforce Manager Information Technology and Services Mid-Market (51-1000 emp.) 12/3/2024 "Testing done successfully" 3.5/5 What do you like best about Insightly CRM? Tried to use this CRM product and it seems that it is very easy to use and implement. Also have multiple features along side their customer support is very helpful they helped in integrating the software. I have been useing it for a long time. It is easy to use. Review collected by and hosted on G2.com. What do you dislike about Insightly CRM? Not much of similarities like Salesforce and Zoho Review collected by and hosted on G2.com. What problems is Insightly CRM solving and how is that benefiting you? Helping me to save the data and harminizing it Review collected by and hosted on G2.com. Show More Validated ReviewerSource: Organic Review from User Profile ![Cornell A.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Cornell A.") CA Cornell A. Mediation Coordinator/ Intake Specialist/ Court liaison Alternative Dispute Resolution Small-Business (50 or fewer emp.) 10/29/2024 "Extremely comprehensive" 5/5 What do you like best about Insightly CRM? That the data I need can be found easy and reduces the time needed for other work. Review collected by and hosted on G2.com. What do you dislike about Insightly CRM? Some times I have to add fields in order to get the information that I need Review collected by and hosted on G2.com. What problems is Insightly CRM solving and how is that benefiting you? calculating cases and distiguishing one participant from another 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-10426633/official_response/edit) Thanks so much for sharing your experience! We’re glad to hear Insightly helps you find what you need quickly and spend less time digging through data. Your point about adding fields is a good one—customization is key, but it shouldn’t slow you down. We’re continuing to improve how data capture and visibility work so you can track what matters most without extra setup. 9/23/2025 Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller ![Verified User in Alternative Dispute Resolution](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Alternative Dispute Resolution") AA Verified User in Alternative Dispute Resolution Small-Business (50 or fewer emp.) 10/29/2024 "Ease Of Use." 5/5 What do you like best about Insightly CRM? Dashboard cards are most helpful as a case manager. The reporting tool is also user friendly and easy to learn. Review collected by and hosted on G2.com. What do you dislike about Insightly CRM? Certain fields that get added such as (Closed/Referred to CMC) don't reflect on the pipeline the same way (Closed/No contaact) would for instance. Review collected by and hosted on G2.com. What problems is Insightly CRM solving and how is that benefiting you? Insightly solved a problem we were having with the reporting numbers. Now reports are accurate and there is no double work we have to do as a staff during reporting periods. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller ![Caroline l.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Caroline l.") CL Caroline l. Key Account Manager Small-Business (50 or fewer emp.) 9/25/2024 "reports" 4.5/5 What do you like best about Insightly CRM? Ease of use, and number of features Accessibilty to company information from one source Review collected by and hosted on G2.com. What do you dislike about Insightly CRM? I cannot export data to Excel or in CSV format Review collected by and hosted on G2.com. What problems is Insightly CRM solving and how is that benefiting you? Central source of company information Review collected by and hosted on G2.com. Show More 3/27/2025 Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller ![Verified User in Financial Services](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Financial Services") AF Verified User in Financial Services Small-Business (50 or fewer emp.) 11/5/2024 "Insightly CRM" 5/5 What do you like best about Insightly CRM? The ease in navigating the dashboard, and it has a lot of features that assist with my day-to-day operations. Review collected by and hosted on G2.com. What do you dislike about Insightly CRM? The CRM seems to time out very frequently. It is not easy to go back and have to enter the project name again. Review collected by and hosted on G2.com. What problems is Insightly CRM solving and how is that benefiting you? It stores all of the files and I am able to make notes and assign tasks easily. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller ![Doug B.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Doug B.") DB Doug B. Vice President for Client Services Small-Business (50 or fewer emp.) 2/16/2024 "It does what we need it to do" 4.5/5 What do you like best about Insightly CRM? It meets our needs. that might not sound very glowing, but it is meant to be. It does what we need it to do. It is very customizable without being too complicated. There are more integrations possible through app connect. I wish I had time to build these out. We have the support plan. They are responsive and helpful. Review collected by and hosted on G2.com. What do you dislike about Insightly CRM? As with most things there are features I wish it had and little annoyances I wish they would fix. For example, it often adds logos and images from emails (that are saved to teh CRM) to teh files section. Even though I have turned off (include attachments). I wish there was a way to mass delete files so I could get rid of these. but you have to delete images one by one. So I dont'. I dont' use the phone app much. It's not so bad, but it doesn't integrate with my work flow. I work almost exclusively on the browser interface. I wish there was a more seamless way to log phone calls and tie them to an organization instead of just to an individual. Review collected by and hosted on G2.com. What problems is Insightly CRM solving and how is that benefiting you? one place for all client contacts and communications. tracking client renewals. Tracking client projects Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller ![Challyn R.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Challyn R.") CR Challyn R. Director of Customer Experience Mid-Market (51-1000 emp.) 10/23/2024 "Has helped our solar business soar" 5/5 What do you like best about Insightly CRM? Dashboards, email/sms notis, search functionality Review collected by and hosted on G2.com. What do you dislike about Insightly CRM? Only allows you to have 8 filters in reports-we need more! Review collected by and hosted on G2.com. What problems is Insightly CRM solving and how is that benefiting you? tracking over 14,000 customer projects Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic ## 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(13,907) [ 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(25,873) [ 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(25,873) ](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(13,907) ](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);)