--- 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 ![Verified User in Non-Profit Organization Management](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Non-Profit Organization Management") AN Verified User in Non-Profit Organization Management Small-Business (50 or fewer emp.) 7/16/2024 "Very flexible and customizable CRM" 4/5 What do you like best about Insightly CRM? We have a unique community management need and the adapatability of insightly is a great fit. We can build the functionality we need without spending thousands of dollars with a developer. Review collected by and hosted on G2.com. What do you dislike about Insightly CRM? It could be becase we have done a lot of configuring, but we run into bugs that the insightly team can't fix. Review collected by and hosted on G2.com. What problems is Insightly CRM solving and how is that benefiting you? Insightly lets all of our consultants share intelligence. In addition to creating a highly useful searchable body of institutional knowledge, it also helps us see trends. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller ![Verified User in Non-Profit Organization Management](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Non-Profit Organization Management") UN Verified User in Non-Profit Organization Management Mid-Market (51-1000 emp.) 11/16/2023 "Insighty for improved efficiency in association management" 5/5 What do you like best about Insightly CRM? Insightly is very user friendly and customizable to fit your specific needs. It also has connectivity features so external forms can be connected to Insightly. Data can also be connected within Insightly, such as connecting contacts and organizations to request and project records. It supports team collaboration and accountability. Overall, it massively improves the efficiency of my team. Review collected by and hosted on G2.com. What do you dislike about Insightly CRM? There are not many things I dislike about Insightly. One issue is the Actual Close Date does not autofill if the request is closed and marked as Lost/Abandoned. The interface for customizing objects and fields in System Settings could also be more user friendly. Review collected by and hosted on G2.com. What problems is Insightly CRM solving and how is that benefiting you? Insightly helps us track permission and licensing for intellectual property. We are able to use the pipeline to track each step in the process. Managing contacts and connecting them to requests and projects is also very useful. Overall, we are able to generate more profit because Insightly increases our capacity to execute licensing agreements and collect licensing fees. 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-8885224/official_response/edit) Thank you for sharing your experience with Insightly. So great to hear that it has helped you track permission and licensing for intellectual property, manage contacts, and increase your capacity to execute licensing agreements and collect licensing fees. We'll take note of your feedback regarding the Actual Close Date and the interface for customizing objects and fields for future enhancements. 2/14/2024 Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller ![Verified User in Information Technology and Services](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Information Technology and Services") AI Verified User in Information Technology and Services Small-Business (50 or fewer emp.) 10/29/2024 "A great CRM system for small businesses" 4/5 What do you like best about Insightly CRM? The CRM system allows us to manage our prospects quickly and efficiently and track engagement Review collected by and hosted on G2.com. What do you dislike about Insightly CRM? The on boarding process can be a bit much for new users Review collected by and hosted on G2.com. What problems is Insightly CRM solving and how is that benefiting you? Insightly allows us to manage our contact database to send communications Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: G2 invite on behalf of seller ![Dawn B.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Dawn B.") DB Dawn B. Custom Projects Coordinator Mid-Market (51-1000 emp.) 7/23/2024 "Customized project management" 5/5 What do you like best about Insightly CRM? I like the KanBan view for tracking projects and the ability to pull reports, filter projects, and customize fields for our business needs. Review collected by and hosted on G2.com. What do you dislike about Insightly CRM? Wish we could customize more fields in kanban view, assign colors for categorization, priorities, etc. Review collected by and hosted on G2.com. What problems is Insightly CRM solving and how is that benefiting you? Project management Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: G2 invite on behalf of seller ![Dawn R.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Dawn R.") DR Dawn R. Small-Business (50 or fewer emp.) 2/23/2023 "Amazing support, easy to use and so much still to explore" 5/5 What do you like best about Insightly CRM? It does exactly what we need it to do as far as a CRM and we're probably/definitely not even using all the features it has to offer! We have been very impressed with the customer support -- they actually care about their customers and their product, and it shows. Review collected by and hosted on G2.com. What do you dislike about Insightly CRM? There are work arounds, but I do wish it worked within LinkedIn a little easier. Programs like LinkedMatch are an easy and cheap fix for that though, so it's not a real complaint. Review collected by and hosted on G2.com. What problems is Insightly CRM solving and how is that benefiting you? We FINALLY have all of our prospects and contacts in one place and we're able to review them across departments very seamlessly. It has allowed us to create a pipeline and actually put a marketing campaign in place. Review collected by and hosted on G2.com. Show More 10/24/2023 Current UserValidated ReviewerIncentivizedSource: Seller invite KG kati g. Sales Operations and Outreach Coordinator Mid-Market (51-1000 emp.) 8/24/2023 "A modern customizable CRM with on the clock support" 5/5 What do you like best about Insightly CRM? The best thing about Insightly CRM is how well thought out everything is. It's extremly modern which means it's easy to use and everything is very organized and clean. The Insightly CRM also gets updated with things that greatly improve the production value of the CRM. It has everything you are looking for and it's clear the Insightly team wants your business to succeed. Review collected by and hosted on G2.com. What do you dislike about Insightly CRM? The only downside about Insightly CRM is that there are minor glitches in the system. All it takes is for the screen to be refreshed but the minor things can sometimes disrupt the flow of making updates. Review collected by and hosted on G2.com. What problems is Insightly CRM solving and how is that benefiting you? Before having Insightly CRM, we were working out of very slow systems that you could not analyze. Insightly CRM has greatly automated processes and allowed our business to analyze the production of our efforts as well as save us an enamorous amount of time. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: Seller invite ![Verified User in Hospital & Health Care](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Hospital & Health Care") AH Verified User in Hospital & Health Care Small-Business (50 or fewer emp.) 8/14/2024 "As the CRM person from my company, I love Insightly's customization" 3.5/5 What do you like best about Insightly CRM? The reports and dashboards, great for data. Review collected by and hosted on G2.com. What do you dislike about Insightly CRM? Sometimes, the verbiage can be a hurdle for new CRM users Review collected by and hosted on G2.com. What problems is Insightly CRM solving and how is that benefiting you? Before, we were having a hard time tracking data for our customers, now I can pull weekly reports to solve that! Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: G2 invite on behalf of seller ![Verified User in Furniture](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Furniture") UF Verified User in Furniture Mid-Market (51-1000 emp.) 3/1/2022 "A few upgrades needed" 3/5 What do you like best about Insightly CRM? Tasks and contact emailing need to be improved Review collected by and hosted on G2.com. What do you dislike about Insightly CRM? Contacts are a hot mess! Our org is having a very hard time. We focus on the Org, and we can't email to org emails etc and our contacts weren't done properly. Review collected by and hosted on G2.com. Recommendations to others considering Insightly CRM: It is a fine tool, but once the business started to really expand, we've had trouble integrating with our site and others. Definitely some upgrades needed. Review collected by and hosted on G2.com. What problems is Insightly CRM solving and how is that benefiting you? Keeping track of the organizations and linking to their businesses is helpful. Our projects pipeline works well 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-5387544/official_response/edit) Thanks for sharing your feedback. It’s great to hear that Insightly helps you effectively track organizations that you work with and manage their projects! We’ve heard this tends to be a major benefit well after the initial sale. Can we talk more about your perspective on contact management? Right now, Insightly CRM is designed to track direct communication to people within an organization on the contact record. That said, you should be able to email an organization by attaching their email to a contact record like any other. If you need help – especially with integrations–, please contact the team (support@insight.ly). 3/1/2024 Current UserValidated ReviewerIncentivizedSource: Seller invite ![Verified User in Non-Profit Organization Management](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Non-Profit Organization Management") UN Verified User in Non-Profit Organization Management Small-Business (50 or fewer emp.) 1/6/2022 "Insightly" 4.5/5 What do you like best about Insightly CRM? It is User-friendly and we like the relational connections. Support is Great too. Review collected by and hosted on G2.com. What do you dislike about Insightly CRM? it has gotten a little expensive as we have added some features Review collected by and hosted on G2.com. Recommendations to others considering Insightly CRM: it works for us as a relational database, so if that is your requirement, it's great. Review collected by and hosted on G2.com. What problems is Insightly CRM solving and how is that benefiting you? We are tracking and communicating with 1200 constituents and it provides an efficient way to do that Review collected by and hosted on G2.com. Show More 4/18/2024 Current UserValidated ReviewerIncentivizedSource: G2 invite ![Verified User in Financial Services](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Financial Services") AF Verified User in Financial Services Mid-Market (51-1000 emp.) 10/4/2023 "Disappointed in Insightly" 1/5 What do you like best about Insightly CRM? Insightly is definitely cheaper than other CRMs I've previously used. They have CRM basics for teams that are very small or just getting started. Review collected by and hosted on G2.com. What do you dislike about Insightly CRM? Here are the major drawbacks to being on Insightly, and why I wouldn't recommend them to anyone, even small or upcoming businesses with fewer CRM needs: 1. Their support teams have been inconsistent and honestly unhelpful. I've had to fight to have people answer basic questions, and a simple request will take 2-3 emails to get a response. 2. They don't play well with others/do not integrate with any external platforms. This is a huge pain, and even basic email integration back to Insightly is a headache. You cannot easily track activities from your teams, there is no call recording or ability to integrate with a dialer, and if you use a marketing automation platform then you miss out on all marketing clicks, emails, sends etc. 3. Their only solution for solving their integration issue is their new AppConnect platform, and it is difficult to set up for the average user. Even after multiple trainings I am still unable to make changes without consulting their team. The platform is built in JavaScript, and even after looking at Workato documentation and watching multiple videos I still cannot understand their task usage policies. There are hidden fees where if you go over their task limit they automatically shut off all of your "recipes" with very little notice. Feels like a bait and switch and they require payment from you to use a platform you already pay for. 4. Very difficult/impossible without app connect to update one object based on another object being updated. Examples would be updating an account when an opportunity is created. This cannot be done outside of appconnect, and is very difficult to set up when inside of the appconnect platform. In other CRMs this type of workflow is much easier and does not require the purchase of another tool to do a basic CRM function. They have workflow rules, but those only can create other objects and not simply update (i.e. a task is created when an account is updated). Review collected by and hosted on G2.com. What problems is Insightly CRM solving and how is that benefiting you? Insightly has been acting as a CRM/source of truth for our product level information. It is basically a holding place for data until we can push it into other systems where we can get better reporting and do more automations based on specific trigger criteria. 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);)