--- 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 Utilities](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Utilities") AU Verified User in Utilities Mid-Market (51-1000 emp.) 10/27/2023 "Insightly CRM Review" 5/5 What do you like best about Insightly CRM? There are several best items preferred about the Insightly CRM. The ability to create custom objects makes the tool beneficial for any organization. Automation is critical in business and with workflows and the App Connect tool, the user has the flexibility to execute automated solutions without paying for custom development. Review collected by and hosted on G2.com. What do you dislike about Insightly CRM? The Projects object. This is a standard object (prebuilt) object that does allow for some customization. I would like to see this functionality extended so that the project management team could utilize this as an end to end solution. Review collected by and hosted on G2.com. What problems is Insightly CRM solving and how is that benefiting you? Insightly has been the tool that not only sales utilizes but also operations team. Because of the allowed customization, we have been able to transition several operational workflows into the CRM. Additionally, the automation we can do with the tool has greatly benefited the teams. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller ![Verified User in Manufacturing](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Manufacturing") UM Verified User in Manufacturing Mid-Market (51-1000 emp.) 4/17/2024 "Streamlined CRM Solution for Real-Time Team Collaboration and Reporting" 4/5 What do you like best about Insightly CRM? It offering an array of features tailored to streamline business operations. Among its notable strengths, its prowess in managing reports and facilitating real-time team updates deserves special recognition. Review collected by and hosted on G2.com. What do you dislike about Insightly CRM? It required a good amount of time to understand the use of filter logic for managing report but once you get the concept it is super helpful. Review collected by and hosted on G2.com. What problems is Insightly CRM solving and how is that benefiting you? It help to avoid all the excel report which are managed by different personel on different computer and merge all of us in one place. Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: G2 invite ![Kratika C.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Kratika C.") KC Kratika C. Account Manager Mid-Market (51-1000 emp.) 2/19/2024 "Helps you to improve efficiency and easy to use" 5/5 What do you like best about Insightly CRM? This is a very user friendly software that makes your work easier. Everything added here is very organised and clean Review collected by and hosted on G2.com. What do you dislike about Insightly CRM? This doesn't allow you for customisation and you cannot do bulk editing Review collected by and hosted on G2.com. What problems is Insightly CRM solving and how is that benefiting you? Its easy for us to track as everything is well organised. The best part is you can understand it completely without any guidance required as its easy to use and user friendly as 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-9302683/official_response/edit) Thank you for sharing your positive experience with Insightly CRM. We understand the importance of user-friendly software and are pleased to hear that it's making things easier for you and your team. I noticed you said the platform doesn't allow for bulk editing or customization. Could you provide more detail on what you're looking to accomplish? Insightly CRM does allow for bulk editing of records (https://support.insight.ly/en-US/Knowledge/article/1309). We've also heard from customers that customization is one of the main benefits of the platform. Please consider contacting support@insight.ly if you haven't already. We're here to help. Validated ReviewerIncentivizedSource: G2 invite KP Kalle P. Mid-Market (51-1000 emp.) 10/30/2023 "Insightly Review" 5/5 What do you like best about Insightly CRM? Easy accessibility, quick imports of leads, customer support anytime there is an issue, I use it everyday and it was easy to learn and its easy to use. Many different features I could use. Review collected by and hosted on G2.com. What do you dislike about Insightly CRM? What i don't like about it is it I am unable to make prospect leads by bulk editing. I think this would be a great feature especially since bulk editing is already a thing, Review collected by and hosted on G2.com. What problems is Insightly CRM solving and how is that benefiting you? Creating leads, it helps me send our sales rep more leads. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller ![Laura Jane J.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Laura Jane J.") LJ Laura Jane J. Kernel-In-Chief / Co-founder Small-Business (50 or fewer emp.) 2/15/2024 "Worked well when we started using it but wasnt cost effectiev as we grew" 0.5/5 What do you like best about Insightly CRM? It was easy to set up and emailed out to our database and synced without emails. Review collected by and hosted on G2.com. What do you dislike about Insightly CRM? It charges you per the amount of leads you have, you can't embed images in an email and you have no tech support for issues. Review collected by and hosted on G2.com. What problems is Insightly CRM solving and how is that benefiting you? We were not able to scale using it as every time we added more leads it charges us more money! 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-9239450/official_response/edit) Hi Laura: Thank you for taking the time to provide us with your thoughts on Insightly CRM. Since you were last on one of our upgraded plan levels, we’ve made hundreds of feature updates as well as added NEW features. Also, our Customer Care team is available to upgraded users. You can reach them over the phone or by email to help answer questions or resolve challenges you face. Finally, our marketing solution, Insightly Marketing may meet your needs for embedding images in your customer correspondence. We’d love the opportunity to hear about your current business goals and how we can partner with you to meet them. Let me know if I can help or contact the team: support@insight.ly. Validated ReviewerIncentivizedSource: G2 invite ![Anish B.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Anish B.") AB Anish B. Financial Analyst Enterprise (\> 1000 emp.) 2/21/2024 "Review for Insightly CRM" 4.5/5 What do you like best about Insightly CRM? The Application is a user friendly app that helps fulfil all the needs. Their customer supposts helps a lot Review collected by and hosted on G2.com. What do you dislike about Insightly CRM? Bulk editing is compromised and there are minor glitches in the app Review collected by and hosted on G2.com. What problems is Insightly CRM solving and how is that benefiting you? All the data is in one place that can be reviewed across the agencies very effictively and efficiently 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-9316505/official_response/edit) Hello Anish. It's great to hear that Insightly CRM is helping you keep all your data in one place and improving efficiency across your agencies. Thanks for your feedback and support. Validated ReviewerIncentivizedSource: G2 invite ![Verified User in Computer Software](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Computer Software") AC Verified User in Computer Software Small-Business (50 or fewer emp.) 2/13/2024 "Perfect for our needs" 5/5 What do you like best about Insightly CRM? Easy to use and update records. Training was very helpful. Review collected by and hosted on G2.com. What do you dislike about Insightly CRM? the reps seem to change often but recently that has not been an issue. Review collected by and hosted on G2.com. What problems is Insightly CRM solving and how is that benefiting you? Updated our CRM process and kept our records streamlined and easily updated with new information. We are also using the platform to record sales and prospect engagement. 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-9230651/official_response/edit) We're thrilled to hear that Insightly CRM has been a perfect fit for your needs! Our goal is to provide a user-friendly platform with helpful training resources. We appreciate your feedback and are continuously working to improve our customer service. Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller ![Vanshika G.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Vanshika G.") VG Vanshika G. Associate Account manager- Brand Solutions Mid-Market (51-1000 emp.) 2/19/2024 "Easy to use and efficient" 5/5 What do you like best about Insightly CRM? The application is a user friendly app that helps fulfil all the needs. Their customer support is amazing. Review collected by and hosted on G2.com. What do you dislike about Insightly CRM? Bulk editing is compromised and there are minor glitches in the app. Review collected by and hosted on G2.com. What problems is Insightly CRM solving and how is that benefiting you? All the data is in 1 place that can be reviewed across the agencies very effectively and efficiently. Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: G2 invite ![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.) 2/8/2024 "Insightly has been a game changer" 5/5 What do you like best about Insightly CRM? There are ways to customize it, but it is not endlessly customizable. For a small team, this is so helpful. Also their customer service is out of this world! Review collected by and hosted on G2.com. What do you dislike about Insightly CRM? We have had a few small glitches here and there, but their tech team is so responsive. Review collected by and hosted on G2.com. What problems is Insightly CRM solving and how is that benefiting you? We were previously using another CRM that had no user profiling. So everyone had access to every feature. This did not work for us. We also love the reporting features, app connect, and ability to adjust the information on every record. 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-9211944/official_response/edit) Thank you for your feedback! We're glad to hear that our customizable features and responsive tech team have been helpful for your small team. Validated ReviewerIncentivizedSource: G2 invite on behalf of seller ![Ansar k.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Ansar k.") AK Ansar k. Senior Fraud Analyst Enterprise (\> 1000 emp.) 9/5/2023 "My overall review about Insightly CRM" 5/5 What do you like best about Insightly CRM? - insightly has excellent contact management system - Integraton with popular email platform - Customization capability - Excellent customer suport system which is unique features compared to competitors Review collected by and hosted on G2.com. What do you dislike about Insightly CRM? -Some users find itinightly to be overly complex - due to extensive features new users may find it steep learning curve -Limited offline access which need to be improved Review collected by and hosted on G2.com. What problems is Insightly CRM solving and how is that benefiting you? Insightly helps to centralize the disorganized contact information, It streamline sales processes by providing a visual sales pipeline. insightly can assist managing customer data for a targeted marketing campaigns. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: G2 invite ## Questions about Insightly CRM? Ask real users or explore answers from the community Get practical answers, real workflows, and honest pros and cons from the G2 community or share your insights. [ Ask about Insightly CRM ](https://www.g2.com/products/insightly-crm/discussions/new) ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User") G2 Verified User • Last activity 6 months ago Does Insightly CRM sync with my existing email account? 1 Upvote 0 [ Join the conversation ](https://www.g2.com/discussions/does-insightly-crm-sync-with-my-existing-email-account) ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User") G2 Verified User • Last activity 2 months ago Inquiring about AI features 3 Upvotes 1 [ Join the conversation ](https://www.g2.com/discussions/inquiring-about-ai-features) [ View all Discussions ](https://www.g2.com/products/insightly-crm/discuss) ## Pricing Options Pricing provided by Insightly CRM. ### Plus $29 / user, per month (billed annually) ### Professional $49 / user, per month (billed annually) ### Enterprise $99 / user, per month (billed annually) [ View More Pricing Information ](https://www.g2.com/products/insightly-crm/pricing) ## G2 Deals ### Exclusive savings on Insightly CRM through G2 Deals Get an inside look at Insightly and claim your 20% off savings with a free demo. How to claim this offer Click Claim offer and Sign up for a free trial on the following page. When ready to purchase enter the discount code provided on the following page when ready purchase. Claim Offer Insightly CRM Comparisons ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_92f791c125019514c13f2138425a640b/hubspot-sales-hub.png "Product Avatar Image") HubSpot Sales Hub 4.4/5(13,906) [ Compare Now ](https://www.g2.com/compare/hubspot-sales-hub-vs-insightly-crm) ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_d9d3ff178178a1f790a9d6114e104471/zoho-crm.png "Product Avatar Image") Zoho 4.1/5(2,948) [ Compare Now ](https://www.g2.com/compare/insightly-crm-vs-zoho-crm) ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_c7667c650c352acba4bfca38ee89457b/agentforce-sales-formerly-salesforce-sales-cloud.png "Product Avatar Image") Agentforce Sales 4.4/5(25,873) [ 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(13,906) ](https://www.g2.com/products/hubspot-sales-hub/reviews) [ ![Pipedrive](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Pipedrive") Pipedrive 4.3/5(3,105) ](https://www.g2.com/products/pipedrive/reviews) [ View All Alternatives ](https://www.g2.com/products/insightly-crm/competitors/alternatives) ##### Categories on G2 [CRM](https://www.g2.com/categories/crm)[Sales Analytics](https://www.g2.com/categories/sales-analytics) ##### Explore More [Which content analytics software is easiest to use?](https://www.g2.com/discussions/which-content-analytics-software-is-the-easiest-to-use)[Which mobile app debugging solutions work effectively when simulators cannot replicate real device features?](https://www.g2.com/discussions/which-mobile-app-debugging-solutions-work-effectively-when-simulators-cannot-replicate-real-device-features)[Is Knock worth it as a notification infrastructure platform for a dev team that needs the fastest integration path, or does Courier offer comparable integration speed with more delivery channel flexibility?](https://www.g2.com/discussions/is-knock-worth-it-as-a-notification-infrastructure-platform-for-a-dev-team-that-needs-the-fastest-integration-path-or-does-courier-offer-comparable-integration-speed-with-more-delivery-channel-flexibility) [What is the most affordable media targeting solution for small teams?](https://www.g2.com/discussions/what-is-the-most-affordable-media-targeting-solution-for-small-teams)[Best corporate learning management systems for small businesses](https://www.g2.com/discussions/what-is-the-best-corporate-lms-for-small-businesses)[Pros and Cons Details](https://www.g2.com/products/insightly-crm/reviews?qs=pros-and-cons) [Show MoreShow Less](javascript:void(0);)