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

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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.

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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.

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.

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.

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.

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.

Krunal S.

Business Development Manager

Information Technology and Services

Small-Business (50 or fewer emp.)

9/6/2023

"Great place for Bulk Marketing"

5/5

What do you like best about Insightly CRM?

Because of its extensive adaptability, I can make it fit the particular requirements of my company. Workflows, reports, and custom fields are simple to add. Review collected by and hosted on G2.com.

What do you dislike about Insightly CRM?

For me there is nothing to be dislike about insightly till now. Review collected by and hosted on G2.com.

Jennifer W.

Vice President Of Business Development

Mid-Market (51-1000 emp.)

8/24/2023

"Great CRM with all the great features you want for an affordable cost!"

4.5/5

What do you like best about Insightly CRM?

Has all the features a business needs like ease of use, robust reporting & customizations without the high cost that comes other well known CRMs Review collected by and hosted on G2.com.

What do you dislike about Insightly CRM?

We haven't found anything we dislike! And we have been using Insightly for over a year! Review collected by and hosted on G2.com.

Response from Harryson Pointdujour of Insightly CRM

Glad to know you've had such a great experience during your first year using Insightly, Jennifer! Thank you for sharing. We can't wait to learn more about your success as you continue to grow with the platform.

Eden R.

Account Director

Mid-Market (51-1000 emp.)

4/18/2023

"Functional CRM, sales-y customer service"

3/5

What do you like best about Insightly CRM?

Troubleshooting is possible. We had an issue with duplicates and the developers were quick to correct that. When used consistently, it does help increase conversions. Review collected by and hosted on G2.com.

What do you dislike about Insightly CRM?

-The customer service requires quarterly business meetings which are essentially meant to upsell you different products

-Sometimes to correct a problem, you'll have to talk them out of scheduling a meeting with you, and just fix the problem and let us know when it's fixed without a meeting Review collected by and hosted on G2.com.

Esperanca L.

Utilities Division Supervisor

Mid-Market (51-1000 emp.)

2/23/2023

"Insightly - Making thousands of solar contracts flow easier"

5/5

What do you like best about Insightly CRM?

One thing I love the most about Insightly CRM is how the projects are structured and how easy it is to find the information we need. We use Insightly for project management, timelines, and to track the status of any project. Review collected by and hosted on G2.com.

What do you dislike about Insightly CRM?

What I do not like very much is the limited fields to have on a project page - even though it is easy to create "custom objects" that use pointers to point an info - I think that more fields would be amazing. Review collected by and hosted on G2.com.

What problems is Insightly CRM solving and how is that benefiting you?

Before moving to Insightly CRM, as a smaller company, we used another CRM that created more chaos & confusion. After switching to Insightly, everything is organized, and the information we want can be found easily. We use it for project management, and having all project steps in one page is excellent. Review collected by and hosted on G2.com.

Isaiah K.

Small-Business (50 or fewer emp.)

2/23/2023

"Straightforward and intuitive CRM"

4.5/5

What do you like best about Insightly CRM?

The intuitive layout makes it easy for new employees to learn the system, and keeps it easy for existing users to manage client information, and sales pipelines. Review collected by and hosted on G2.com.

What do you dislike about Insightly CRM?

There are so many potential fields to use, that it's a learning curve to figure out how a business wants to set up data fields for useful metrics. Ultimately a background in data management is helpful for using this CRM. Review collected by and hosted on G2.com.

What problems is Insightly CRM solving and how is that benefiting you?

Insightly helps us track our client information, potential client sales pipelines, and project status all within one interface. This helps us a lot by allowing all of our team members to access this information without a lot of back-and-forth to update each other on project status, and makes it easy to reference past information when we need to provide service to clients. Review collected by and hosted on G2.com.