--- 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 **Vendor:** Unbounce **Category:** [CRM Software](https://www.g2.com/categories/crm) **Average Rating:** 4.2/5.0 **Total Reviews:** 945 ## About Insightly CRM 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. ## Insightly CRM Pros & Cons **What users like:** - Users praise the **ease of use** of Insightly CRM, highlighting its user-friendly interface and helpful features. (28 reviews) - Users appreciate the **easy customization** options in Insightly CRM, enabling quick access to tailored client information. (11 reviews) - Users appreciate the **customizability** of Insightly CRM, enabling tailored fields, reports, and layouts for various needs. (10 reviews) - Users appreciate the **flexible customization options** in Insightly CRM that cater to specific needs and enhance usability. (9 reviews) - Users value the **feature richness** of Insightly CRM, appreciating its intuitive interface and versatility for project management. (9 reviews) - Integrations (9 reviews) - Users highlight the **excellent customer support** provided by Insightly CRM, enhancing their overall experience and satisfaction. (8 reviews) - Easy Tracking (8 reviews) - User Interface (7 reviews) - Features (6 reviews) **What users dislike:** - Users find the **learning curve steep** , complicating automation and workflow setup for new users. (9 reviews) - Users express frustration over **limited customization** options in Insightly CRM, hindering their ability to tailor the tool effectively. (7 reviews) - Users find the **limited features** hinder effective use, especially in project management and task customization. (7 reviews) - Users struggle with **incomplete information** , facing challenges in documentation and report generation that hinder usability. (6 reviews) - Users find the setup process of Insightly CRM to be **time-consuming** compared to other platforms, affecting efficiency. (6 reviews) - Users report a **high barrier to entry** with Insightly's contact management, complicating initial setup and usability. (5 reviews) - Users feel the **pricing is high** , especially as advanced features come at a steep cost. (5 reviews) - Users express concerns over **missing features** , like limited email customization and lack of technical support, complicating their experience. (5 reviews) - Customization Issues (3 reviews) - Filtering Difficulty (3 reviews) ## Insightly CRM Reviews ### 1. Excellent / essential business tool **Rating:** 4.0/5.0 stars **Reviewed by:** Owen M. | Freelance web designer, Small-Business (50 or fewer emp.) **Reviewed Date:** December 16, 2021 **What do you like best about Insightly CRM?** Creating an onboarding sequence that matches my requirements was possible with Insightly where it hasn't been with other systems. Automated work flows and activity sets make things very streamlined, especially with issues like GDPR obligations. **What do you dislike about Insightly CRM?** The one thing that I would love to see in Insightly is the ability to open and edit spreadsheets of some kind directly in the app. And while the mobile app that's available is also excellent, it doesn't quite match the web app which means that habits that I've formed using the web app have to be slightly altered on the mobile app. **What problems is Insightly CRM solving and how is that benefiting you?** Customer details management, project management, keeping different project sets with different companies separate, GDPR review reminders, onboarding and offboarding of clients, efficient sales follow through on leads and opportunities. ### 2. Great CRM Solution! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Construction | Small-Business (50 or fewer emp.) **Reviewed Date:** July 26, 2022 **What do you like best about Insightly CRM?** Insightly has been a great tool for growing our business. The mobile app is great. I am able to log calls simply and keep track of correspondence on the road. I also like the options to customize sales cycles. **What do you dislike about Insightly CRM?** I just wish I was able to integrate insightly with other software systems, but not a major detractor for me. **What problems is Insightly CRM solving and how is that benefiting you?** Insightly allows us to track leads and opportunities from the very earliest stages through conversion. We have set up custom fields that help us view and use the exact data we need. ### 3. VERY SATISFIED WITH PERFECT PRODUCT FOR MY NEEDS **Rating:** 5.0/5.0 stars **Reviewed by:** JOHN R. | Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** December 17, 2021 **What do you like best about Insightly CRM?** The ease at which I can link all my clients and projects and all relevant correspondence, files, images, etc for quick access and project status. I have really appreciated the ease at which I have been able to customize the system to suit my business. **What do you dislike about Insightly CRM?** I am a one-person call center, so I would love to be able to link the Insightly ticket system to my years of data, etc., from using Insightly. Have to use 3rd party due to the price. **What problems is Insightly CRM solving and how is that benefiting you?** The biggest problem I had prior to using Insightly was being able to keep all my projects and client correspondence in the right and relevant areas. Being able to quickly and seamlessly do this now has been a very effective and time-saving godsend. ### 4. Easy and efficient **Rating:** 5.0/5.0 stars **Reviewed by:** David J. | Warehouse supervisor, Small-Business (50 or fewer emp.) **Reviewed Date:** December 14, 2021 **What do you like best about Insightly CRM?** Was Super easy to use and customize we've really been able to tweak this program to meet our needs it enables multiple divisions of our company to have this ability **What do you dislike about Insightly CRM?** There is little to none Worth mentioning when talking about what you could possibly dislike of this program perhaps if I had to choose something to say it would be there isn't anything that I Dislike **Recommendations to others considering Insightly CRM:** Your time and money will be well invested **What problems is Insightly CRM solving and how is that benefiting you?** Are accountants benefit to this program whether it be a place for collaboration between departments a place to host all relevant documentation oh yeah everyone as benefit from this program ### 5. Works great for small business! **Rating:** 5.0/5.0 stars **Reviewed by:** Josh M. | D, Small-Business (50 or fewer emp.) **Reviewed Date:** December 14, 2021 **What do you like best about Insightly CRM?** Very adaptable for diffent sales funnels and timelines. Being able to run from lead to opportunity to sale/project with a small business is essential. Only one tool needed which is great. **What do you dislike about Insightly CRM?** Nothing to dislike. We've used other platforms and tried to piece it together and while more specilized it didn't give us the complete workflow we needed. If anything is the complete customization but that's not realistic unless you develop your own. **Recommendations to others considering Insightly CRM:** Know that you should use this platform for your whole pipeline and account management. Also know this is a great platform that provides flexibility to grow with your organization. **What problems is Insightly CRM solving and how is that benefiting you?** Tracking sales leads with a finite number of organizations and long sales cycles. Really helps seeing it all the way through to closing and implementation. ### 6. I use it every day. User-friendly and robust features. **Rating:** 4.5/5.0 stars **Reviewed by:** Catherine F. | Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** December 14, 2021 **What do you like best about Insightly CRM?** Insightly is easy to use, understand, and navigate. I like that I can link everything from Gmail and my Google products. My favorite feature by far is the opportunites dashboard. I like the idea of tracking my leads from start to finish and updating along the way is so easy allows for seamless follow-through. I never need to wonder where things stand as it's all updated in one spot. **What do you dislike about Insightly CRM?** I have no real complaints. The developers have thought of everything. **What problems is Insightly CRM solving and how is that benefiting you?** Before Insightly, I never knew the status of a potential client or a project and would have to dig for emails to remember. I have clients that try using slack for this and it's a nightmare. I have recommended Insightly to all of them. ### 7. Insightly is great! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Law Practice | Small-Business (50 or fewer emp.) **Reviewed Date:** March 04, 2022 **What do you like best about Insightly CRM?** I have When using Insightly for over three years now. We chose Insightly after considering three other CRM providers. I find the customer interface very easy to use. Also the ability to store customer data and link it with other applications is phenomenal. Furthermore it's really easy to download customer data into a spreadsheet. **What do you dislike about Insightly CRM?** At this stage there isn't anything I dislike about the application. It would be nice if they created the ability to email customers and receive their electronics signatures. **What problems is Insightly CRM solving and how is that benefiting you?** I am using the application to solve the problem of gathering and storing customer information. It has been very useful in that regard. The benefits I've realize have been a database that has all of my customer information in one location. ### 8. Strong CRM! **Rating:** 5.0/5.0 stars **Reviewed by:** Bernard N. | Chief Operating Officer, Small-Business (50 or fewer emp.) **Reviewed Date:** December 15, 2021 **What do you like best about Insightly CRM?** I like being able to input contacts, add organizational details, and create tasks. The ability to schedule reminders for your tasks is beneficial. I use the software practically every day. **What do you dislike about Insightly CRM?** I wish i knew more about some of the other features/tabs in the program. Also, it feels like setting or updating reminder dates is glitchy. It feel like I have to update the task twice in order for the change to be implemented. **What problems is Insightly CRM solving and how is that benefiting you?** I am able to keep track of all my outreach efforts. I can plan how to talk to new and existing contacts, and create drip campaigns as needed. It saves me a lot of times and allows me to be efficient when I am building my contacts. ### 9. Really great Organizational tool for managers on the travel! **Rating:** 5.0/5.0 stars **Reviewed by:** Justin R. | E, Mid-Market (51-1000 emp.) **Reviewed Date:** November 12, 2021 **What do you like best about Insightly CRM?** Everything can be synced up from your computer to your phone, so every contact, address, names and history of your clients is right at the tip of your fingerprints! **What do you dislike about Insightly CRM?** Its a little cumbersome to navigate when you first start out, but they have tutorials and information to help you navigate it. Now it's all second nature, and I'm still finding new ways to utilize the tools provided. If you're having difficulties, I highly recommend reaching out to their customer service team- who are quick with replies and specific links for your problem! **What problems is Insightly CRM solving and how is that benefiting you?** Its great as a traveling manager- keeping all the information right at your fingertips is a lot easier than scrolling through emails looking for details; everything is right at your fingertips, and it's easy to find with the search bar in the app! ### 10. Good small & medium size business system. **Rating:** 5.0/5.0 stars **Reviewed by:** Dean W. | Director, Small-Business (50 or fewer emp.) **Reviewed Date:** March 01, 2022 **What do you like best about Insightly CRM?** A good place to store all notes, estimates and invoices and easy to navigate. We started off as a small business and are now a medium size business and it's still working well for us **What do you dislike about Insightly CRM?** Having to go back to the beginning every time you search for something **Recommendations to others considering Insightly CRM:** It's worth getting **What problems is Insightly CRM solving and how is that benefiting you?** We can go back and find past events quite easily, speeding up inquiries from our customers I'm finding what we need easily Which is essential in a fast pacedbusiness ### 11. I like Insightly for easy of use. **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Human Resources | Small-Business (50 or fewer emp.) **Reviewed Date:** July 28, 2022 **What do you like best about Insightly CRM?** Love how it stores customer information from all points of the sales cycle. **What do you dislike about Insightly CRM?** It seems like there are multiple steps to complete the same task sometimes. **What problems is Insightly CRM solving and how is that benefiting you?** Helps me keep tracking of open opportunities, and I can see if they have been reading my email. ### 12. Easy to use and inexpensive CRM **Rating:** 4.0/5.0 stars **Reviewed by:** Shivam B. | Business Operations Manager, Enterprise (> 1000 emp.) **Reviewed Date:** January 17, 2022 **What do you like best about Insightly CRM?** Inexpensive A clean and user friendly interface which is easy to navigate Reporting features are quite comprehensive Integration with G suite and other sales tools. **What do you dislike about Insightly CRM?** It lacks proper technical support. It takes months for their team to get the bugs fixed and is incredibly slow in coming out with updates. Lacks advanced features for contact management and opportunity management. **What problems is Insightly CRM solving and how is that benefiting you?** The most defining part of this CRM is definitely its seamless integration with G Suite due to which it is one of the most popular CRMs in the market . In my experience of using Insightly , I found it to be a robust CRM with almost all basic features and functionalities helping you to manage customers and partner relationships effortlessly . It is flexible in terms of customization according to your requirements and is easy to use . ### 13. Insightly saves me time! **Rating:** 4.0/5.0 stars **Reviewed by:** M. Esmeralda B. | Program Specialist - Centre for Executive Education, Small-Business (50 or fewer emp.) **Reviewed Date:** January 07, 2022 **What do you like best about Insightly CRM?** I love their automation system and find all the information in one place. Their link with Mailchimp also helps my business, and to be able to send 50 emails at the same time to leads, saves me time. **What do you dislike about Insightly CRM?** I will like to automate more than 50 campaigns. To have an easy way to add photos to emails. To make changes to the lead's information without stopping the automation. **Recommendations to others considering Insightly CRM:** It is a great CRM system. I recommend it! **What problems is Insightly CRM solving and how is that benefiting you?** Their customer service replies quickly and professionally. They have helped me a lot when I do not understand why something is not working and fix their errors rapidly. ### 14. Insightly allowed me to track prospective clients and to automate the needs of current clients **Rating:** 4.5/5.0 stars **Reviewed by:** Ginger H. | Currently I serve as Lead Pastor at a local church -- Mojo Video was closed December 2020., Small-Business (50 or fewer emp.) **Reviewed Date:** December 16, 2021 **What do you like best about Insightly CRM?** the feature I liked the best was in the way I could customize the needs of my business. I create professional videos. I could thoroughly board a customer, start projects, send invoices, and research past projects for repeat clients all from within Insightly. My task lists could be separated according to the type of work I was doing. For instance, I had a specific set of tasks I used for real estate video projects, video announcements for churches, video projects which involved training videos, and videos used at large conferences. **What do you dislike about Insightly CRM?** There are robust reports within Insightly that I could never quite get my hands wrapped around. As a result, I think there was a large portion within Insightly I could never take advantage of while running my business. **What problems is Insightly CRM solving and how is that benefiting you?** I am very creative and struggle with details. Insightly enabled me to make sure I didn't miss important details like invoicing, recognition of repeat customers, storing email templates to make my workflow easier, and I also enjoyed connecting Insightly to my accounting software so that process was seemless. ### 15. A Must Have **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Entertainment | Small-Business (50 or fewer emp.) **Reviewed Date:** December 14, 2021 **What do you like best about Insightly CRM?** I love that we are able to keep all of our leads and clients on track throughout the pipeline. We are able to personalize the CRM to tailor toward exactly what we need in order to keep our clients and tasks organized. **What do you dislike about Insightly CRM?** There really isn't anything that I've noticed that's missing from a user standpoint. It seems to be very customizable from the lengths that I've worked with it. My only complaint is that it isn't very integrated when it comes to using it on a mobile device. **Recommendations to others considering Insightly CRM:** Highly recommend using Insightly if you have a lot of inbound leads or simply just need help keeping your business organized. **What problems is Insightly CRM solving and how is that benefiting you?** It's the most useful for me when it comes to keeping our clients on track and pushing them through the pipeline. What I mean by that is being able to set follow up tasks that follow our follow up process, but also being able to set up tasks for a few weeks/months in advance so I can focus on our current clients until the others are ready to move forward. ### 16. Great and Flexible CRM **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Electrical/Electronic Manufacturing | Small-Business (50 or fewer emp.) **Reviewed Date:** December 14, 2021 **What do you like best about Insightly CRM?** The Insightly system provides all the services we want from a CRM without being overly rigid in structure and forcing us to confrom exactly to a predetermined mold. The customization and flexibility of the terminology it allows us to use and the reporting we can track means training others on the system and getting buy in on utilization was effortless. **What do you dislike about Insightly CRM?** The built-in email system for sending out group emails is not as effective to navigate as some other options. We tend to use different email services still and BCC the CRM email to automatically tie it to the correct contact vs. using the built-in system. The ability to add an entire list of contacts to send a prospecting email without first inputting those contacts into the CRM would be a nice improvement. **Recommendations to others considering Insightly CRM:** Inisightly is an excellent choice for any business that values flexibility and customization from their CRM system. Integration with other services makes incorporating Insightly into your daily workflow seamless. **What problems is Insightly CRM solving and how is that benefiting you?** Organizing our clients, distributors, and the companies/organizations they are with is so easy and seamless. It has made finding information and activity with existing clients a breeze and helped expedite daily customer support. ### 17. it is very simple to use and help a lot for the deals and oportunitys. **Rating:** 4.5/5.0 stars **Reviewed by:** luis o. | sales director, Small-Business (50 or fewer emp.) **Reviewed Date:** March 03, 2022 **What do you like best about Insightly CRM?** its simple to use, very good desing. i recomend a lot **What do you dislike about Insightly CRM?** at the bigining its dificult to find the commands but with the use, you can explore and organize very well and easy. **Recommendations to others considering Insightly CRM:** its powerful and help a lot for the sales opportunities **What problems is Insightly CRM solving and how is that benefiting you?** dificult to find the commands but when you know the right position, its very simple to use and help a lot for the organization and for the user. ### 18. Worst CRM you could possible use!!! **Rating:** 0.0/5.0 stars **Reviewed by:** Verified User in Consumer Services | Small-Business (50 or fewer emp.) **Reviewed Date:** January 26, 2022 **What do you like best about Insightly CRM?** Nothing. Worst customer service I have ever encountered in my life. I wouldn't recommend this to a single person. **What do you dislike about Insightly CRM?** The customer support. There is 0. Our account expired earlier this month and I lost all data that was housed in this CRM for over 5 years. I have been calling for 3 days straight up to 14 times a day without a single response. When I submit a support ticket, it is automatically deleted. **What problems is Insightly CRM solving and how is that benefiting you?** Customer support is terrible. They must have 1 person for the entire company that takes inbound calls. It is impossible to get anyone on the phone and I wouldn't recommend this CRM to anyone, ever. ### 19. I would wish that when imputting information it did not delete itself **Rating:** 3.0/5.0 stars **Reviewed by:** Verified User in Construction | Small-Business (50 or fewer emp.) **Reviewed Date:** December 15, 2021 **What do you like best about Insightly CRM?** I enjoy that the system is easy to learn and manage. The spacing between information is also apparent and precise. I also enjoy the fact that I can have the same system open in multiple tabs at the same time. **What do you dislike about Insightly CRM?** I cannot stand that sometimes I input information; it erases itself. Installers seem to be the main thing to input and disappear as soon as you press save, and no matter how many times you input the correct information, it acts as a piece of tape not knowing how to stick. **Recommendations to others considering Insightly CRM:** Make sure you truly understand how the system works **What problems is Insightly CRM solving and how is that benefiting you?** I love that I can write all the notes I need to. To be completely aware of what is taking place at all times is an extreme benefit. It also makes it easier to be able to stay organized. ### 20. Easy to use and hub for all information **Rating:** 5.0/5.0 stars **Reviewed by:** Rosie A. | Remote Services Engineer, Small-Business (50 or fewer emp.) **Reviewed Date:** December 15, 2021 **What do you like best about Insightly CRM?** I find the comments section the most useful as different team members can update tickets with comments and then there is essentially a full handover of where the task is up to without needing to physically talk to another person **What do you dislike about Insightly CRM?** I find i use the dashboard section the least although i do not need to use it i find it the least useful to me **Recommendations to others considering Insightly CRM:** I would recommend to use the search function as much as possible **What problems is Insightly CRM solving and how is that benefiting you?** Solves issues with customers quickly and efficiently, the benefits of moving task to certain days is helpful and reminds me on which days tasks are to be done ### 21. Amazing **Rating:** 5.0/5.0 stars **Reviewed by:** Guillermo M. | Solar system designer, Mid-Market (51-1000 emp.) **Reviewed Date:** December 14, 2021 **What do you like best about Insightly CRM?** I really like this CRM, it's super useful for this company and keeps things organized. I also love how it keeps track of the stats that way we can monitor our progress. **What do you dislike about Insightly CRM?** Sometimes it does go down at the worst times, we would love to have its downtime while we aren't super busy and needing the CRM at the moement. The bugs are sometimes confusing to fix **Recommendations to others considering Insightly CRM:** Use this for all your business needs! **What problems is Insightly CRM solving and how is that benefiting you?** We are making customers accounts, and we realized that using this CRM is very useful to us and helps us track down every customer by number or othe information. ### 22. An Excellent CRM solution **Rating:** 5.0/5.0 stars **Reviewed by:** Shahzad A. | Director, Mid-Market (51-1000 emp.) **Reviewed Date:** December 16, 2021 **What do you like best about Insightly CRM?** The interface is very user-friendly. There is no downtime since we have been using it for over seven years. It is customizable and integrates with useful data storage i.e google drive and one drive. **What do you dislike about Insightly CRM?** There is nothing to dislike about this software apart from a few more features that can be added to manage finance and marketing in the same CRM. The direct email option can be updated too with some additional user-friendly features. **What problems is Insightly CRM solving and how is that benefiting you?** Customer relationship management and opportunity management to serve the customers via a pipeline. Also, to keep circulating the tasks within the organization to get the best in-time solutions. ### 23. User friendly CRM. **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Construction | Small-Business (50 or fewer emp.) **Reviewed Date:** May 02, 2022 **What do you like best about Insightly CRM?** I love the dashboard. It's an at-a-glance view of sales, service, and projects. Our Team can see the open items. **What do you dislike about Insightly CRM?** When an issue arises, I wish there was an easier process for getting in touch with a customer service representative. **Recommendations to others considering Insightly CRM:** During the implementation phase, consider the support. It's imperative to have a direct line for Q & A. **What problems is Insightly CRM solving and how is that benefiting you?** Reporting is very resourceful. It's very easy to use. I also like the customization. ### 24. Fantastic platform! **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Transportation/Trucking/Railroad | Mid-Market (51-1000 emp.) **Reviewed Date:** April 26, 2022 **What do you like best about Insightly CRM?** Insightly's ease of use is incredible. Everything is fully customizable to meet your specific needs which makes life way easier than clunkier crm's. I would highly recommend them to any professional. **What do you dislike about Insightly CRM?** It may get a little getting used to for someone who isn't very tech savvy, but once adjusted you will find that it is a breeze to use **What problems is Insightly CRM solving and how is that benefiting you?** Organization, efficiency, and goal setting have all been improved after starting to use Insightly ### 25. Pretty good, but not perfect **Rating:** 3.5/5.0 stars **Reviewed by:** Dan B. | Chief Financial Officer, Small-Business (50 or fewer emp.) **Reviewed Date:** October 21, 2021 **What do you like best about Insightly CRM?** Joint calendar, being able to see all of the different things we have going on in a day. **What do you dislike about Insightly CRM?** Task interface. When I click that something is complete, it doesn't always register as being completed. Also, after a task is marked as completed, it is nearly impossible to go back and find it. I wish there were an easy way to search or filter through completed tasks. **Recommendations to others considering Insightly CRM:** For the price, I think Insightly is good. However, their sales team and IT/support team are not often on the same page. There are a lot of benefits to working with Insightly which is why we've been with them for years, but it is far from a perfect platform. **What problems is Insightly CRM solving and how is that benefiting you?** Better connectivity across branches to know a customer's history with our company. ### 26. Insightly CRM **Rating:** 5.0/5.0 stars **Reviewed by:** Roger S. | COO, Small-Business (50 or fewer emp.) **Reviewed Date:** March 01, 2022 **What do you like best about Insightly CRM?** Insightly CRM allows the company to integrate other apps with ease. The savings over more expensive CRM systems and paying a developer are great. **What do you dislike about Insightly CRM?** Reports are a little difficult but not too bad. **What problems is Insightly CRM solving and how is that benefiting you?** We are able to follow our customers and their specific projects with little effort. Using a CRM like this one means that each customer record reads like a book. ### 27. Great CRM! **Rating:** 5.0/5.0 stars **Reviewed by:** Lisa R. | C, Small-Business (50 or fewer emp.) **Reviewed Date:** December 14, 2021 **What do you like best about Insightly CRM?** The flexibility and innovation that Insightly provides helps me run my business more efficiently. In addition, they are the only CRM that allows me to upload photos to my customer's or project profiles. **What do you dislike about Insightly CRM?** Being a smaller CRM, it doesn't always integrate with other platforms so that has been the one disadvantage I have found with Insightly. The other advantages outweigh this inconvenience so it doesn't change my mind. **What problems is Insightly CRM solving and how is that benefiting you?** Keeping my customers organized, assigning tasks to every opportunity, lead and project, and allowing multiple users to interact on the same file have all been very helpful in optimizing my business. ### 28. Very Handy and Easy To Use **Rating:** 5.0/5.0 stars **Reviewed by:** Karim S. | Business Development Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** December 14, 2021 **What do you like best about Insightly CRM?** I liked having the ability to track my opportunities from start to finish while keeping the information clear and separate. **What do you dislike about Insightly CRM?** It was not as easy as I thought to do the background changes relative to my field and country. We made it work but had a lot of help from the Insightly team. **Recommendations to others considering Insightly CRM:** Test the product before investing to verify needs. We enjoy the ease of access and usefulness but are still making changes to suit country requirements to make account information more accurate. **What problems is Insightly CRM solving and how is that benefiting you?** We are currently discussing the pros and cons to justify the annual budget cost. ### 29. Very good CRM **Rating:** 4.5/5.0 stars **Reviewed by:** Maxwell R. | Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** December 20, 2021 **What do you like best about Insightly CRM?** Customizable and scalable to our unique needs. The pricing is very valuable for the spend. I like that Insighgtly is constantly improving its integrations with external software. **What do you dislike about Insightly CRM?** The edit areas can get stuck after filling out a note for example, and they won't update until the page is refreshed. It is cumbersome compared with other similar editable boxes I have used. **What problems is Insightly CRM solving and how is that benefiting you?** I am using it to manage several large solar developments. I am also using it to manage several fundraising efforts for private equity funds. Lastly, I manage all of my contact and customer interactions. ### 30. Great CRM software for small company use. **Rating:** 5.0/5.0 stars **Reviewed by:** Austin S. | President, Small-Business (50 or fewer emp.) **Reviewed Date:** March 08, 2022 **What do you like best about Insightly CRM?** Very easy to use interface and I like that you can export data to excel **What do you dislike about Insightly CRM?** I wish there was a way to have opportunities automatically sorted when I login in. **Recommendations to others considering Insightly CRM:** Allow a way for user to presort opportunities. **What problems is Insightly CRM solving and how is that benefiting you?** We keep very good track of all of our customer quotes and we don't forget about quotes. ### 31. Works well but requires a lot of discipline to get the value **Rating:** 4.5/5.0 stars **Reviewed by:** Bernhard H. | Business Coach, Small-Business (50 or fewer emp.) **Reviewed Date:** February 03, 2022 **What do you like best about Insightly CRM?** All in one place CRM and easy to pass on leads back and forth between team members. **What do you dislike about Insightly CRM?** Some fo the screens are a bit clunky, and I found it hard to use as a simple task list for this is what I need to do today **What problems is Insightly CRM solving and how is that benefiting you?** I was using an excel spreadsheet which worked fine for just me, but as my team grew we needed to have a more robust system. ### 32. Everything under control **Rating:** 4.5/5.0 stars **Reviewed by:** David P. | CEO, Small-Business (50 or fewer emp.) **Reviewed Date:** December 14, 2021 **What do you like best about Insightly CRM?** Google integration is fantastic. Gmail extensions allow you add contacts, leads, opps and organizations with only one click in Insightly. **What do you dislike about Insightly CRM?** It's a topic but it's real. Outside EEUU, their prices are higher than expected. You have to pay in $$$, and localization is not the best of all the options. **Recommendations to others considering Insightly CRM:** If you need a great CRM with great integrations, Insightly is a great one. **What problems is Insightly CRM solving and how is that benefiting you?** Control over our opps and contacts. We added Zapier to Insightly to use IY events to comment some new opps or sales to all the team, not only Sales. ### 33. Absolutely Perfect **Rating:** 5.0/5.0 stars **Reviewed by:** Fabricio R. | Mechanic Engineer, Small-Business (50 or fewer emp.) **Reviewed Date:** March 01, 2022 **What do you like best about Insightly CRM?** I have been looking around for a long time for a CRM with good features and accessible pricing and Insightly combine both powerful features and budget pricing. **What do you dislike about Insightly CRM?** It could have a better card interface for the opportunities and leads **What problems is Insightly CRM solving and how is that benefiting you?** Insightly helps me to keep my team daily up to date with our customers. ### 34. Strong task based CRM tool. **Rating:** 4.5/5.0 stars **Reviewed by:** Rich A. | S, Mid-Market (51-1000 emp.) **Reviewed Date:** January 13, 2022 **What do you like best about Insightly CRM?** The integration with the G-Suite is great. Email notifications, the ability to save direct to Insightly from Gmail are both great tools. **What do you dislike about Insightly CRM?** Better sorting and searching would be useful. For some reason, searching will only return a single page of results. **What problems is Insightly CRM solving and how is that benefiting you?** We use Insightly for a number of things. On my side of the business we use it for purchasing, for task lists, and for tracking contacts. For purchasing alone it is worth it. ### 35. Keeps us on track and easy to use! **Rating:** 4.5/5.0 stars **Reviewed by:** Jaime S. | b, Small-Business (50 or fewer emp.) **Reviewed Date:** January 19, 2022 **What do you like best about Insightly CRM?** Task list is easy to populate and update, custom fields on opportunity profiles make it easy to add/track what you need to, smart merge helps with duplicate data entry. Two thumbs up all around! **What do you dislike about Insightly CRM?** Updates sometimes make certain functionality change or go away. **Recommendations to others considering Insightly CRM:** make sure it can meet your specific business workflow; that's advice before implementing any CRM not just Insightly **What problems is Insightly CRM solving and how is that benefiting you?** Helps keep the sales pipeline going without being cumbersome. ### 36. Insightly works wonders! **Rating:** 5.0/5.0 stars **Reviewed by:** Cristina A. | Administrative Office Assistant, Small-Business (50 or fewer emp.) **Reviewed Date:** December 14, 2021 **What do you like best about Insightly CRM?** I really like the fact that I don't have to type in the entire name of a customer, and it already pops out almost immediately in the TOP SEARCH RESULTS. **What do you dislike about Insightly CRM?** What I do not like is that if I type in the complete name and hit enter, the name won't be entirely at the top. **What problems is Insightly CRM solving and how is that benefiting you?** I am mostly using it for data entry, so I am just adding data for my account managers to use. Then from the data I input we will create our sales profiles. ### 37. Solid CRM **Rating:** 4.5/5.0 stars **Reviewed by:** Jill A. | Director of Logistics, Small-Business (50 or fewer emp.) **Reviewed Date:** November 19, 2021 **What do you like best about Insightly CRM?** Great system to use to create a database of clients and contacts and all pertinent information regarding sales etc. **What do you dislike about Insightly CRM?** It can be a little confusing when trying to create a report. Could be simplified a little more. **Recommendations to others considering Insightly CRM:** Great CRM to use, but unless you are good at researching and self teaching/learning you will need to buy a support subscription. **What problems is Insightly CRM solving and how is that benefiting you?** Having a clean database of all contacts and organizations we work with and really being able to tailor specific reports using tags etc. ### 38. Insightly for Efficiency **Rating:** 5.0/5.0 stars **Reviewed by:** Melissa H. | Account Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** December 14, 2021 **What do you like best about Insightly CRM?** easy to use, keep track of records and notes, saves time with automated emails, can flag contacts with custom tags **What do you dislike about Insightly CRM?** I enjoy the product and there's nothing that I dislike. everything works properly and the team is very quick at responding to technical issues **Recommendations to others considering Insightly CRM:** The program has so much to offer. Make sure to keep exploring its full capability! **What problems is Insightly CRM solving and how is that benefiting you?** Keeping track of accounts, notes, and sending automated emails. Our record keeping has improved significantly with this program enabling us to better serve our customers! ### 39. Easy to use--and allows for matrixed relationships! **Rating:** 5.0/5.0 stars **Reviewed by:** James B. | Vice President of Economic Development, Small-Business (50 or fewer emp.) **Reviewed Date:** December 14, 2021 **What do you like best about Insightly CRM?** I needed the ability to associate a single person with multiple companies, multiple opportunities, multiple projects, multiple tasks, etc. Insightly does this. Others do not. I absolutely love it. **What do you dislike about Insightly CRM?** Doesn't have the most beautiful interface, but it works. **What problems is Insightly CRM solving and how is that benefiting you?** The ability to make highly matrixed connections and see unrelated tasks, projects and opportunities, that happen to be connected to a common contact or company makes my work much more efficient. ### 40. The best CRM program for a small business. **Rating:** 5.0/5.0 stars **Reviewed by:** Madeline D. | CEO, Small-Business (50 or fewer emp.) **Reviewed Date:** December 14, 2021 **What do you like best about Insightly CRM?** All communication records are in one place. Insightly is affordable, and task follow-up is beneficial in keeping the personal relationship open with a potential client. **What do you dislike about Insightly CRM?** The organization field should have a sub-division. The Contact form should be more intutive. Once you enter a title, it should keep it in the system. I would like to see another field for personal email. **What problems is Insightly CRM solving and how is that benefiting you?** Insightly is the ideal assistant. The daily reminders are very beneficial to me, as to who to contact, when, and why. ### 41. Integrate customer data and make it more visible **Rating:** 4.5/5.0 stars **Reviewed by:** Bruno C. | Head Of Marketing-CRM, Enterprise (> 1000 emp.) **Reviewed Date:** October 12, 2021 **What do you like best about Insightly CRM?** It helps in building a strong relationship between customer as it has a variety of functions and integrated tools. It keeps the customer’s potential data for maintaining and increasing the productivity of the business. If more users are needed you can add them through its drop-down menu. Visibility settings are allowed to set when you set new records. Specific information about their customers' contacts is provided in it such as information regarding email, names, tiles etc. **What do you dislike about Insightly CRM?** Graphical views are not provided by Insightly CRM. It provides amazing functionality tools but they are not helpful for frequent updates. If you want to edit any document it will be difficult to edit documents because you first have to download it, edit it and then you will be able to upload it again. **What problems is Insightly CRM solving and how is that benefiting you?** It helps in assisting with various complicated sales and marketing campaigns. Plenty of features like milestone, pipeline and kanban boards are embedded in it for managing post-sale and previous sale tasks. It provides a wide variety of tools for creating HTML website codes. It provides you with clear visibility of steps included in sales. It brings more collaboration, productivity and increases efficiency in organizations. ### 42. Great Lead Tracking Tool! **Rating:** 4.5/5.0 stars **Reviewed by:** Tayler H. | Accounting Associate, Small-Business (50 or fewer emp.) **Reviewed Date:** April 19, 2022 **What do you like best about Insightly CRM?** How easy it is to keep all lead generation and everything for one customer together **What do you dislike about Insightly CRM?** There are not many things that I did not like about the software, it was a great product to use **What problems is Insightly CRM solving and how is that benefiting you?** Being able to keep all leads together and have different sections to have for what the customer pipeline may be in ### 43. Great "Light" System - packed with features **Rating:** 5.0/5.0 stars **Reviewed by:** Bryan H. | Finance, Small-Business (50 or fewer emp.) **Reviewed Date:** March 02, 2022 **What do you like best about Insightly CRM?** Much "lighter" than competitors but still packed with features **What do you dislike about Insightly CRM?** Newer system so employees have to spend time learning an training on it **Recommendations to others considering Insightly CRM:** Look at the total cost of a fully implemented solution once scaled **What problems is Insightly CRM solving and how is that benefiting you?** Sales/Sales Management/Commission Tracking/Full Client Life Cycle ### 44. Insightly packages key metrics into a platform that suits my business **Rating:** 5.0/5.0 stars **Reviewed by:** Pierce P. | Territory Sales Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** December 14, 2021 **What do you like best about Insightly CRM?** Easy to use Easy to follow-up Flexibility (specific metrics are customizable) Simple to update simple to capture progress towards sale close **What do you dislike about Insightly CRM?** While I don't believe this is a problem with Insightly CRM itself, Manufacturer names need repeating (in Opportunities) **Recommendations to others considering Insightly CRM:** I have used several CRM's in my career (including SalesForce) and believe Insightly to be the best. **What problems is Insightly CRM solving and how is that benefiting you?** Better tracking of the sales process, which can help to keep on top of opportunities through to the close of the sale ### 45. Brooklyn Funding Group Experience **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Real Estate | Small-Business (50 or fewer emp.) **Reviewed Date:** December 08, 2021 **What do you like best about Insightly CRM?** Creating a task list and activity set that can quickly apply is beneficial to our workflow. As a business that does not grow from physical commerce but provides a service, having a sales CRM that we can still use in the real estate industry has been extremely helpful when managing loans. **What do you dislike about Insightly CRM?** The email capabilities are not what we expected. We are unable to edit the content to include photos and are unable to send emails out to more than 50 contacts at a time. **What problems is Insightly CRM solving and how is that benefiting you?** We have solved the problem of mismanaging our day-to-day tasks by remaining organized. With the editable activity sets we apply to each opportunity or project, we have built a more productive work day. ### 46. HCT recently used Insightly for over 2 years. **Rating:** 4.0/5.0 stars **Reviewed by:** Brandon E. | AVP of Development/Marketing, Mid-Market (51-1000 emp.) **Reviewed Date:** December 14, 2021 **What do you like best about Insightly CRM?** The functionality to add whatever we'd like. It was a great tool to follow up with all our donors and make sure they were happy. The dashboards were my favorite part of the system. **What do you dislike about Insightly CRM?** I disliked that we were promised some functionality and never received it. ie. the option to auto email all our donors a birthday email on their birthday. We were never able to set that up. **Recommendations to others considering Insightly CRM:** Make sure you have all your ducks in a row when uploading to the crm. **What problems is Insightly CRM solving and how is that benefiting you?** Beforehand, we were never able to measure how much we were spending on benefits, and now we can estimate that against our income and plan accordingly and more efficiently. ### 47. Insightly CRM review **Rating:** 5.0/5.0 stars **Reviewed by:** Arahina O. | Youth Project Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** December 21, 2021 **What do you like best about Insightly CRM?** I enjoy the dashboard. It is simple to understand and shows you quantitative data to pull for reporting purposes. We also track the progress of our clients and can keep on top of the comms. **What do you dislike about Insightly CRM?** It is a little tricky to navigate the back end without training. If you have little to no experience with CRM systems, it can take a little while to learn the new approaches and identify a method that works for you. **What problems is Insightly CRM solving and how is that benefiting you?** We are using insightly as a data collection base for our organization. We can use insightly to track our progress with clients and the stage of engagement they are in with our organization. ### 48. Excellent Platform! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Transportation/Trucking/Railroad | Small-Business (50 or fewer emp.) **Reviewed Date:** November 23, 2021 **What do you like best about Insightly CRM?** Insightly is a friendly platform that allows you to organize your tasks, follow up your sales, and analyze through statistics your numbers to achieve your goals. **What do you dislike about Insightly CRM?** In terms of emails templates, there´s not allowed to attach pictures in the body of the emails, making it less visually attractive. **Recommendations to others considering Insightly CRM:** Insightly is an excellent CRM system in which you can analyze and improve your results; however, the information and the data must be trustworthy. You must develop high discipline for having all the info loaded updated; on the other hand, it won't be helpful at all. **What problems is Insightly CRM solving and how is that benefiting you?** The benefits that I have realized are measuring and controlling our business opportunities, such as improving the traceability of prospects. The business performance of our company has increased. ### 49. I find it very easy to use and the customization of the CRM has been very helpful for our company. **Rating:** 5.0/5.0 stars **Reviewed by:** Mary T. | Business Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** December 14, 2021 **What do you like best about Insightly CRM?** The usability of finding customers has been very helpful. We are able to track a lot of information with the CRM that we weren't able to before. **What do you dislike about Insightly CRM?** It was a steep learning curve at first as there are so many components to it. **What problems is Insightly CRM solving and how is that benefiting you?** Keeping track of customers and what customers are active or not at any given time. We are now able to have a much more accurate picture of how things are going. ### 50. the software experience has been intuitive **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Translation and Localization | Small-Business (50 or fewer emp.) **Reviewed Date:** December 16, 2021 **What do you like best about Insightly CRM?** I like the idea of ​​having all the information about the client, his collaborators, exchanged emails..., in the same place. **What do you dislike about Insightly CRM?** I would like to know how to use the "reports" section better, I imagine it would be essential to have tutorials in the Portuguese language to help with this issue. **Recommendations to others considering Insightly CRM:** I suggest that they assess whether the CRM system they have allows for integration with other systems; Insightly does (our previous CRM did not allow it, they stopped providing support and it was necessary to migrate all data manually) **What problems is Insightly CRM solving and how is that benefiting you?** I've been using CRM since 2015; since then, I've been better organized with my contacts in general; I'm 100% better organized. ## Insightly CRM Discussions - [Inquiring about AI features](https://www.g2.com/discussions/inquiring-about-ai-features) - 1 comment, 3 upvotes - [What sales anayltics options come with the platform?](https://www.g2.com/discussions/what-sales-anayltics-options-come-with-the-platform) - 1 comment, 1 upvote - [Does Insightly have any email or marketing automation features?](https://www.g2.com/discussions/does-insightly-have-any-email-or-marketing-automation-features) - 1 comment, 1 upvote - [Do I need custom code for Insightly's integrations?](https://www.g2.com/discussions/do-i-need-custom-code-for-insightly-s-integrations) - 1 comment, 1 upvote - [What is Insightly CRM used for?](https://www.g2.com/discussions/what-is-insightly-crm-used-for) - 1 comment, 1 upvote - [View Insightly CRM pricing details and edition comparison](https://www.g2.com/products/insightly-crm/reviews?page=6§ion=pricing&secure%5Bexpires_at%5D=2026-08-09+04%3A25%3A01+-0500&secure%5Bsession_id%5D=ac022f2d-aec8-43c9-a852-cfb8e44e4b1b&secure%5Btoken%5D=b8f7522036f31bb7efa484441621c95f960864e64f6ba7a52bac4660f5907b21&format=llm_user) ## Insightly CRM Integrations - [Egnyte](https://www.g2.com/products/egnyte/reviews) - [Harvest](https://www.g2.com/products/harvest/reviews) - [Intuit Mailchimp Email Marketing](https://www.g2.com/products/intuit-mailchimp-email-marketing/reviews) - [Microsoft Outlook](https://www.g2.com/products/microsoft-outlook/reviews) - [QuickBooks Online](https://www.g2.com/products/quickbooks-online/reviews) - [Slack](https://www.g2.com/products/slack/reviews) - [Smartsheet](https://www.g2.com/products/smartsheet/reviews) - [Zapier](https://www.g2.com/products/zapier/reviews) ## Insightly CRM Features **Sales Force Automation** - Contact & Account Management - Opportunity & Pipeline Mgmt. - Task / Activity Management - Territory & Quota Management - Desktop Integration - Product & Price List Management - Quote & Order Management - Customer Contract Management - Contract/License Management **Marketing Automation** - Email Marketing - Lead Management - Marketing ROI Analytics - Email Management - File Management - Deal Management **Agentic AI - Sales Analytics** - Autonomous Task Execution - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Third-Party Integrations - CRM Integration **Customer Support** - Case Management - Customer Support Portal - Knowledge Base - Call Center Features - Support Analytics - Workflow Management - Opportunity Management - Sales Pipeline Management - Reporting/Analytics - Calendar Management - Pipeline Management - Content Management - Communication Management - Visual Analytics - Template Management - Predictive Analytics - Document Management - Channel Management - Commission Management - Field Sales Management **Data Sourcing** - Data Sourcing - Exporting & Sharing Data - Multi-Device Data Visualization - Interactive Dashboards - Data Segmentation **Reporting & Analytics** - Reporting - Dashboards - Forecasting **Predictive Analytics** - Lead Scoring - Opportunity Scoring - Risk Analysis - Live Forecasting - Budgeting/Forecasting - Correlation Analysis - Competitive Analysis - Sales Trend Analysis - Statistical Analysis **Mobile & Social** - Social Collaboration Features - Social Network Integration - Mobile User Support - Third-Party Integrations - Social Media Integration - Customer Support - Multi-Channel Social Integration **Sales Management** - Live Pipeline Management - Sales Gamification - Account-Based Analytics - Activity Tracking - Predictive Analytics - Visual Analytics - Task Management - Contact Management - Lead Management - Opportunity Management - Workflow Management **Additional Functionality** - Dynamic Modeling - Lead Qualification - Lead Capture - Real-Time Reporting - Contact Database - API - Reporting & Statistics - Role-Based Permissions - Collaboration Tools - Dashboard Creation - Modeling & Simulation - Exception Reporting - Generative AI - Sales Reports - Performance Metrics - "What If" Scenarios - Customizable Reports - Data Import/Export - AI Copilot - Graphical Data Presentation - Drag & Drop - Access Controls/Permissions - Alerts/Notifications - Business Process Control - Multi-Currency - Pipeline Reports **Platform** - Customization - Workflow Capability - User, Role, and Access Management - Internationalization - Sandbox / Test Environments - Document & Content Mgmt. - Performance and Reliability - Output Document Generation - Mobile Access - Lead Generation **Integration** - Data Import & Export Tools - Integration APIs - Breadth of Partner Applications - Third-Party Integration - Internal Chat Integration - Collaboration Tools - Prospecting Tools - Real-Time Data **Generative AI** - AI Text Generation - Generative AI - Proposal Generation **Agentic AI - CRM** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making - Calendar/Reminder System **Additional Functionality** - Search/Filter - Alerts/Notifications - Data Import/Export - Lead Capture - Batch Processing - Email Tracking - Tagging - Pipeline Reports - Drag & Drop - Segmentation - Customizable Fields - Role-Based Permissions - Interaction Tracking - CRM - Document Storage - AI Copilot - Contact Database - Referral Tracking - Quotes/Estimates - Multi-Channel Communication - Lead Qualification - Marketing Automation - Email Templates - Sales Reports - Customer Journey Mapping - Reminders - Lead Scoring - Data Security - Customizable Reports - Calendar Sync - For Startups - Performance Metrics - Sales Trend Analysis - For iPad Devices - Customizable Templates - Activity Tracking - Reporting & Statistics - For Mac Devices - Landing Pages/Web Forms - Lead Nurturing - Gamification - Prioritization - Web-based Deployment - Softphone - Single Sign On - Customer Database - Event Triggered Actions - Mobile App - Email Sequences - Customer Segmentation - Lead Assignment - For Small Businesses - Live Chat - Business Card/Badge Scanning - Data Visualization - Customer Social Profiles - Social Promotion - Monitoring - Engagement Tracking - Social Media Monitoring - Customer Engagement - Sentiment Analysis - Brand Tracking - Audience Targeting - Workflow Automation ## Top Insightly CRM Alternatives - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) - 4.4/5.0 (24,686 reviews) - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) - 4.4/5.0 (13,299 reviews) - [Pipedrive](https://www.g2.com/products/pipedrive/reviews) - 4.3/5.0 (3,057 reviews)