Insightly CRM Reviews & Product Details

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.

Seller

Unbounce

Discussions

Insightly CRM Community

Languages Supported

English, French, Italian, Dutch, Portuguese, Spanish

Solution Type

All-in-One

Overview by

Travis Northup

Used by Thymometrics and 2 others

Beta

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Insightly CRM Integrations

(9)

Verified by Insightly CRM

Insightly CRM Reviews FAQs

Generated using AI

Last updated: Nov 01, 2026

What is Insightly CRM, and what problem is it built to solve?

Insightly CRM is used to bring customer and prospect information together and help teams manage sales relationships and follow-up in one place. Teams also use it to connect customer records with opportunities, tasks, and project work.

What languages does Insightly CRM support?

Insightly CRM supports 6 languages: Dutch, English, French, Italian, Portuguese, and Spanish.

What company sizes and industries is Insightly CRM the best fit for?

Insightly CRM is most strongly represented among small-business teams, with mid-market organizations also appearing across positive experiences. Positive experiences span several industries, especially construction, marketing and advertising, nonprofit work, consulting, and information technology and services.

Small Business: The clearest concentration of positive use, including teams organizing customers, leads, projects, and follow-ups.
Mid-Market: Also represented, with use across sales pipelines, project tracking, and coordination between departments.
Industries: Construction, marketing and advertising, nonprofit organizations, consulting, information technology and services, and renewables and environment stand out among the represented sectors.

How long does it take to implement Insightly CRM across a team?

Teams report a range of implementation timelines, with getting live in under a month the most common experience. Some implementations take longer, particularly when teams are configuring workflows and processes.

Time to go live	Relative frequency
Under 1 month	Most common
1–3 months	Also frequently reported
3–6 months	Reported less often
6 months or longer	Occasional longer implementations

What customer support options does Insightly CRM provide, and how do users find the overall support experience?

Insightly CRM support experiences are mixed: some users describe responsive, knowledgeable help and useful guidance from customer success contacts, while others find it difficult to get a timely, specific answer. The experience can depend on the issue and the support path available to the team.

What is the experience like for teams switching to Insightly CRM from another tool?

Teams have moved to Insightly CRM from spreadsheets and lightweight tools, older CRMs, and larger CRM platforms. The change is often motivated by a desire for easier day-to-day use, more adaptable records and workflows, or a better balance of price and functionality; users describe moving customer and project information into a more centralized system. Transitions can feel straightforward, though configuring the system and learning its terminology may take effort, and some teams find the navigation no easier than their previous CRM.

What tools and platforms does Insightly CRM integrate with, and how do these integrations help users get more value from the product?

Insightly CRM has 8 listed integrations. Users describe connecting it with tools for email and productivity, accounting, marketing, automation, and team communication.

Email and productivity: Microsoft Outlook and Google Workspace/Gmail.
Accounting: QuickBooks.
Marketing: Mailchimp.
Automation and app connections: Zapier.
Team communication: Slack and Twilio.

These connections can keep customer details and communications closer to sales and project records, reduce manual data entry, and help teams coordinate work across the tools they already use.

What features or capabilities could make Insightly CRM even more useful?

Insightly CRM could be more useful with stronger reporting and more flexible ways to tailor dashboards and workflows. Users also point to opportunities to make everyday navigation and data handling smoother.

Expand report and dashboard customization, including more flexible filters and clearer ways to turn reports into dashboard views.
Make automations easier to configure and extend, with more ready-to-use workflows and dependable triggers.
Improve navigation and task handling so common actions take fewer steps and are easier for new users to learn.
Strengthen integration coverage and syncing so information moves reliably between Insightly CRM and connected tools.

G2 reviews are authentic and verified.

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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 supports 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.

Response from Harryson Pointdujour of Insightly CRM

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.

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.

Response from Harryson Pointdujour of Insightly CRM

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.

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.

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.

Response from Harryson Pointdujour of Insightly CRM

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.

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 an excellent contact management system

- Integration with popular email platforms

- Customization capability

- Excellent customer support system which is a unique feature compared to competitors Review collected by and hosted on G2.com.

What do you dislike about Insightly CRM?

- Some users find Insightly to be overly complex

- Due to extensive features, new users may find it a steep learning curve

- Limited offline access which needs to be improved Review collected by and hosted on G2.com.

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.

Ajay Y.

QA Engineer

Mid-Market (51-1000 emp.)

Originally submitted 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.

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, opportunities, 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 genuinely do not have anything that I dislike about Insightly CRM. Review collected by and hosted on G2.com.

Sean B.

Small-Business (50 or fewer emp.)

10/24/2023

"CRM Review"

4.5/5

What do you like best about Insightly CRM?

Versatility, automations, customer support and ability to keep 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.

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.