--- 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: '2026-08-11' 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 CH Catherine H. Research Manager Market Research Mid-Market (51-1000 emp.) 6/27/2023 "Insightful CRM helps you find leads and monitor sales activity" 5/5 What do you like best about Insightly CRM? Insightful CRM is an excellent software for automating digital marketing operations, and it's easy to use right out of the box. Seeing our customer base grow thanks to the intelligent approach to finding new leads has been very rewarding. It has been very successful since we are always in touch with our potential customers. Insightful CRM's ability to help companies learn more about the wants and needs of their consumers is a great advantage. Companies can improve their customer service by analyzing consumer data and opinions in-depth. Review collected by and hosted on G2.com. What do you dislike about Insightly CRM? Due to the high cost of the subscription-based service, not all companies can afford it. Review collected by and hosted on G2.com. What problems is Insightly CRM solving and how is that benefiting you? Our marketing team has had no problem modifying it. We can increase sales with high efficiency and effectiveness, and the system easily adapts to new challenges. I expect many companies to adopt Insightly CRM because it helps manage automated marketing workflows. All aspects of marketing, from campaign creation to customer and event tracking, will be at their fingertips. For example, Insightful CRM can help companies save time and money by automating data entry and sending follow-up emails. Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: G2 invite ![Ajay Y.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Ajay Y.") AY Ajay Y. QA Engineer Mid-Market (51-1000 emp.) 5/28/2023 "Efficient CRM solution with user-friendly interface and valuable analytics." 5/5 What do you like best about Insightly CRM? Insightly CRM has truly revolutionized the way we manage client interactions and streamline our corporate processes. This platform provides a complete solution that caters to our every need, making it a valuable asset for our business.and it also have user friendly interface Review collected by and hosted on G2.com. What do you dislike about Insightly CRM? One area of concern is the lack of customization options. While the basic features and functionalities are sufficient, there are limited options for tailoring the platform to our specific needs. It would be beneficial if Insightly CRM offered more flexibility in terms of custom fields, workflows, and reporting templates. This would allow us to adapt the system to our unique business requirements and improve overall efficiency. Review collected by and hosted on G2.com. What problems is Insightly CRM solving and how is that benefiting you? Insightly CRM solves the problem of scattered customer data and inefficient sales processes. It centralizes customer information, streamlines communication, and automates tasks, resulting in improved productivity and better customer relationships. With its robust analytics, I can gain valuable insights to make data-driven decisions and drive business growth effectively. Review collected by and hosted on G2.com. Show More 5/31/2023 Validated ReviewerSource: Organic AO Alexis O. Small-Business (50 or fewer emp.) 8/24/2023 "Very satisfied customer" 5/5 What do you like best about Insightly CRM? Insightly CRM has allowed our team to track growth from the entire sales process. i.e. lead conversion, contacts, opportunies, reporting etc. The CRM tool is very easy to navigate, teach and maintain. I love the dashboards! Review collected by and hosted on G2.com. What do you dislike about Insightly CRM? I geniunely do not have anything that I dislike about Insightly CRM. Review collected by and hosted on G2.com. What problems is Insightly CRM solving and how is that benefiting you? Insightly CRM is solving recording our leads, opportunities, clients, records of sales per clients. Renewals is a new area we are developing. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: Seller invite SB Sean B. Small-Business (50 or fewer emp.) 10/24/2023 "CRM Review" 4.5/5 What do you like best about Insightly CRM? Versitility, automations, customer spport and ability to kep notes Review collected by and hosted on G2.com. What do you dislike about Insightly CRM? Takes a long time to set up and you need to dedicate a lot of time to it Review collected by and hosted on G2.com. What problems is Insightly CRM solving and how is that benefiting you? Sales Pipeline, unit visibility, customer equipment, nootes Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller TS Tricia S. Small-Business (50 or fewer emp.) 3/2/2023 "Easy to Use & Intuitive CRM" 5/5 What do you like best about Insightly CRM? Insightly is quick and easy to use. I can record call details in under a minute. It is easy to search and group information that I may need to look at, and it is easy to filter info so that I see just what I want to see. We also use the invoice function and that is super fast. I appreciate the ease of use more than anything! Review collected by and hosted on G2.com. What do you dislike about Insightly CRM? The only complaint is that it logs you out after non-use fairly quickly. I understand security concerns, and I wish the log-in period was longer, but it's not too big of a deal because it only takes a moment to log back in... Review collected by and hosted on G2.com. What problems is Insightly CRM solving and how is that benefiting you? As a user it does not solve any issues for me--except that it is much faster than our old way of logging calls and keeping track of activity. For the company, the data and ease of customization has made the processes more efficient and sorting through data much more manageable. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: Seller invite ![Mary Beth S.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Mary Beth S.") MS Mary Beth S. Small-Business (50 or fewer emp.) 3/2/2023 "CRM that's perfect for small business" 5/5 What do you like best about Insightly CRM? Insightly CRM has an easy interface that allows us to customize the program for our individual company. Since we are a small company and don't have a dedicated IT department, the ability to get these adjustments completed quickly and easily has made a huge difference and definitely helped us grow over the past 3 years. Also, Brian Revak, our assigned customer success manager, is an amazing partner who is always available with helpful insights and quick answers when needed! Review collected by and hosted on G2.com. What do you dislike about Insightly CRM? The only downside is that sometimes an automation gets changed due to updates to the software. It would be nice if we received an email noting the possibility of the issue due to the changes. Review collected by and hosted on G2.com. What problems is Insightly CRM solving and how is that benefiting you? We use the dashboards weekly in our meetings to quickly identify which products are selling well and which ones might have an issue that needs to be addressed. This helps us to use our time efficiently and solve problems before they get out-of-hand. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: Seller invite ![Joanna F.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Joanna F.") JF Joanna F. Mid-Market (51-1000 emp.) 2/28/2023 "Sophisticated CRM without needing sophisticated Coding!" 4.5/5 What do you like best about Insightly CRM? My favorite thing about Insightly is how easy it is to customize! I have no coding background, and I have been able to construct a system architecture that is both user-friendly and robust! Take the inherent automations and add on the power of their AppConnect integration, and this CRM can connect to hundreds of applications in seconds. AppConnect has been a game changer for us to connect to a variety of business applications, including Quick Books Online, Google Drive, Twilio, Slack, and Insightly Custom Objects. Review collected by and hosted on G2.com. What do you dislike about Insightly CRM? One of the downsides about Insightly is that it does not provide a native tool to build forms for users that may not be at a computer or super tech saavy. We as a company would love to be able to build webforms that our team members in the field could fill information in and have that push to Insightly easily. We are able to do this using a 3rd party software now, but this requires substantial maintenance. Having a webform pull directly from Insightly field values would be invaluable. Review collected by and hosted on G2.com. What problems is Insightly CRM solving and how is that benefiting you? Insightly is our operational CRM. It allows us to track a multitude of data to move our solar projects from one milestone to the next. Because there are so many moving pieces and processes happening in parallel when it comes to the construction industry (solar to be specific), we need to have strong data integrity and actionable reporting to facilitate efficient operational processes! Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: Seller invite ![Jordan F.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Jordan F.") JF Jordan F. Business Systems Analyst Mid-Market (51-1000 emp.) 2/23/2023 "Customizable CRM with Excellent Customer Support" 4.5/5 What do you like best about Insightly CRM? Insightly's AppConnect service is an excellent tool for any enterprise-level business looking to increase efficiency and data integrity via automation. Their phone support team is knowledgeable, polite, and empathetic. If you have an issue, they will do everything they can to find someone to resolve the issue if they don't know how. Insightly also takes feedback very seriously; there have been multiple features we've requested that were eventually implemented. Review collected by and hosted on G2.com. What do you dislike about Insightly CRM? Some of Insightly's negatives are their neglect of some older features, it would be nice to see them revisit things like milestones and leads to add additional functionality or deprecate them to simplify the system. The project management and real-time notification systems are in need of attention as well as these features are critical but have not been revised in some time. Review collected by and hosted on G2.com. What problems is Insightly CRM solving and how is that benefiting you? Insightly allows us to better manage our data integrity using Leads to filter out unwanted internet traffic and vet potential clients; as well as, keep high-integrity records using validation rules and field-level permissions for our Contact records. Insightly's Dashboard system allows for highly customizable metrics that can be easily viewed by for end users. Dashboards also have permissions settings; in fact, most everything in the software can be controlled by an administrator which is amazing! Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: Seller invite ![Verified User in Consulting](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Consulting") AC Verified User in Consulting Small-Business (50 or fewer emp.) 10/24/2023 "Not a perfect system, but good support in place" 4.5/5 What do you like best about Insightly CRM? There are excellent support people who offer creative and effective solutions when a function is not working as expected. Review collected by and hosted on G2.com. What do you dislike about Insightly CRM? With new updates, some functionality is affected. Review collected by and hosted on G2.com. What problems is Insightly CRM solving and how is that benefiting you? The problems that the Insightly CRM is solving is organization of sales Leads. Our associates are able to manage their Leads and organize them through customized list views. Custom fields are able to capture data that is specific to our industry. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller DP Diamond P. Small-Business (50 or fewer emp.) 2/28/2023 "Insightly Works Well for Small Businesses" 4/5 What do you like best about Insightly CRM? Insightly has been a very crucial CRM for our business. It's very easy to use and intuitive to customize for our unique business needs. Support is great and always available to steer me in the right direction when I have questions or want to utilize features in a certain way. Review collected by and hosted on G2.com. What do you dislike about Insightly CRM? There are some elements that are a little clunky. For example, when a system user's access is removed, they still show up in Insightly with the "System User" tag. Also, you can't have dynamic page layouts based on certain fields. Little things like that make it just a little more cumbersome to use. Review collected by and hosted on G2.com. What problems is Insightly CRM solving and how is that benefiting you? Insightly streamlines our contact information across departments, so no matter what information you need, it can be found in the system. We can more easily report on the data and begin to see patterns in the contacts we work with. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: Seller 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(13,907) [ 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(2,947) [ 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 [ai writing platforms](https://www.g2.com/discussions/best-ai-writing-platforms)[Which audience intelligence platforms work well for a marketing strategy team validating media channel choices based on real audience affinity data?](https://www.g2.com/discussions/which-audience-intelligence-platforms-work-well-for-a-marketing-strategy-team-validating-media-channel-choices-based-on-real-audience-affinity-data%20)[What are the most trusted endpoint security services by Sr. systems administrators at financial services based on user reviews?](https://www.g2.com/discussions/what-are-the-most-trusted-endpoint-security-services-by-sr-systems-administrators-at-financial-services-based-on-user-reviews%20) [Which financial audit software prevents missed control testing deadlines through automated task management and escalation?](https://www.g2.com/discussions/which-financial-audit-software-prevents-missed-control-testing-deadlines-through-automated-task-management-and-escalation%20)[What are the top platforms for virtual and hybrid event promotion?](https://www.g2.com/discussions/what-are-the-top-platforms-for-virtual-and-hybrid-event-promotion)[Pros and Cons Details](https://www.g2.com/products/insightly-crm/reviews?qs=pros-and-cons) [Show MoreShow Less](javascript:void(0);)