--- 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 ![Arif A.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Arif A.") AA Arif A. Sales Coordinator Mid-Market (51-1000 emp.) 4/27/2023 "Simple to use and helpful CRM" 4/5 What do you like best about Insightly CRM? It is a simple and very easy to use. We can keep track or record of call details. Easy and helpfull to find group information also has the option to filter information. Invoice function is superfast . Love to use this software Review collected by and hosted on G2.com. What do you dislike about Insightly CRM? Log you out if you don't use it for long . Should there be update regarding this Overall this software is great and helpful . You can log in back quickly as well though So in terms of quality its a worth investing money in Review collected by and hosted on G2.com. What problems is Insightly CRM solving and how is that benefiting you? Making work easier have alot of feature to solve and resolve . Helps save time to work on the information Has alot of features which can help you to learn and potential growth Review collected by and hosted on G2.com. Show More 5/9/2023 Validated ReviewerIncentivizedSource: G2 invite EC Erwin C. Mid-Market (51-1000 emp.) 2/23/2023 "Basic Interface, Straightforward, Customizable, needs more refinement" 4/5 What do you like best about Insightly CRM? Insightly is our main CRM tool in engaging all departments for projects, workloads, we can definitely customize the pipeline tasks, edit as necessary or eliminate which ever is inaapplicable. It is reliable and haven't seen any issues from crashing to latencies. Reliable CRM. Review collected by and hosted on G2.com. What do you dislike about Insightly CRM? Too basic interface or GUI, I couldn't change the theme of my liking nor the graphical interface. I suppose the dev team should be able to give the option for basic GUI, medium settings, or enhanced view just for an additional touch. Review collected by and hosted on G2.com. What problems is Insightly CRM solving and how is that benefiting you? Making a tracking of the KPI and measurables such as projects, workloads, tasks that needs to be work with for proper tracking and alignment with the teams, colleagues and the rest of the department. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: Seller invite ![Blake G.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Blake G.") BG Blake G. Sales Mid-Market (51-1000 emp.) 2/28/2023 "An easy to use and seamless experience" 5/5 What do you like best about Insightly CRM? Everything you need in a CRM is all here. From top to bottom, the CRM is organized in such a way that you are able to find anything and everything in a very easy and seamless fashion. Review collected by and hosted on G2.com. What do you dislike about Insightly CRM? Perhaps its because I have more access with my workplace than others but at first, it was hard to understand the layout. Maybe have some kind of a walkthru to help new people get a grip on what going on? Review collected by and hosted on G2.com. What problems is Insightly CRM solving and how is that benefiting you? It helps us understand a variety of things. From the number of SOWs approved to the total number of installs. WIthout insightly I would be in the dark on these things. All of which contributes to my commission. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: Seller invite ![Verified User in Non-Profit Organization Management](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Non-Profit Organization Management") AN Verified User in Non-Profit Organization Management Mid-Market (51-1000 emp.) 2/28/2023 "Good tool to get your organization on track through a CRM" 3.5/5 What do you like best about Insightly CRM? The service from the Insightly team is great. The tool itself is flexible to adapt to your needs; also, helpful to have Marketing and CRM in the same place. I haven't had much experiences with other CRM tools, though, but so far and after a couple of years of using, complains are minimal. Review collected by and hosted on G2.com. What do you dislike about Insightly CRM? Not super happy about the fact that you need to pay extra for some of the most interesting integrations (App Connect). In some cases, you may only use 2 or 3, so it's hard to justify the full cost. Review collected by and hosted on G2.com. What problems is Insightly CRM solving and how is that benefiting you? Data storage and organization centralized in one place. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: Seller invite ![Dave M.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Dave M.") DM Dave M. Mid-Market (51-1000 emp.) 2/28/2023 "Solid CRM & Marketing tool for my new business ventures objectives" 4.5/5 What do you like best about Insightly CRM? Insightly CRM's interface is intuitive / user-friendly, and can be customized independently or with some help from the service team. It helps to manage my pipeline and forecast. Review collected by and hosted on G2.com. What do you dislike about Insightly CRM? I would like to have the ability to customize more easily without customer success team support for things like a dashboard or other reporting. This may be possible, but as a non-daily user of the platform I just cant invest the time to learn about it. Review collected by and hosted on G2.com. What problems is Insightly CRM solving and how is that benefiting you? Insightly CRM is used for day to day management of my pipeline and forecast outlook for the year. Additionally, I use it for contact management and a centralized place for documenting client/prospect interaciton. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: Seller invite CB Clint B. President Small-Business (50 or fewer emp.) 11/16/2022 "Declining satisfaction for what was once my favorite CRM" 2.5/5 What do you like best about Insightly CRM? Insightly scales pretty well. It was/is a great starter CRM for small business with a low barrier to entry and a friendly starting price. It has a clean design with an interface that is easy to pick up. Another good feature is that it plays well with other third-party tools like QuickBooks, MailChimp, etc. Review collected by and hosted on G2.com. What do you dislike about Insightly CRM? Support is not great. It is a lot of self serve on the web with fairly generic answers to generic questions. Video tutorials are pretty good but, again, they are generic and may not apply to your situation. Insightly has also moved more and more toward higher monetization per client. That means that you will wind up spending significant money as your usage increases, even for the basic CRM. Insightly has also become VERY aggressive in trying to sell/require their Marketing platform as a requirement for CRM. While it is not a requirement, they push it at every turn and in response to just about any support/service question. Paired with that is a heavy push to require a service called a 'Success Plan'. This is a quarterly/yearly service charge with an assigned account manager that is supposed to help you get the most out of your tools. That didn't exist when I originally onboarded Insightly. Back then, they were simply focused on making a great CRM that could be easily right-sized for your business. Now, I've had them tell me to my face that they don't want anyone using the platform without a Success Plan in place. I've actually purchased both the Marketing (3x the annual cost of the CRM) and the Success Plan (about the same as my CRM). The net is that I went from a reasonable cost to 5x cost in the space of a year. The jury is still out on whether the Marketing side is worth it. My experience so far with the Success Plan has been very low value. Each meeting is just me telling them what I am doing and them presenting some new service that I can pay more for. Overall, Insightly is a functional CRM that could really be best in class if they wanted to. Instead, they seem to be losing their way under the banner of higher margins. I have gone from being a strong promoter of Insightly to all my contacts looking for a good platform to being just another user. I don't go out of my way to recommend them anymore. If you are looking, I would suggest you look at Insightly but keep a very open search for other, possibly better, solutions. Review collected by and hosted on G2.com. What problems is Insightly CRM solving and how is that benefiting you? The Insightly CRM, like any CRM, provides a repository for all of your Organization, Contact, and Opportunity information. As a small company it allows us a good way to ensure information is not lost or squirreled away in other locations or when someone leaves the company. Insightly is pretty easy to use which means that it is easy to onboard someone and give them a complete look and access to their customers without heavy training. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller ![Elizabeth M.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Elizabeth M.") EM Elizabeth M. Small-Business (50 or fewer emp.) 2/23/2023 "Not too complicated" 3.5/5 What do you like best about Insightly CRM? It is easy to use, especially if you do not have a tech team to build automation. Review collected by and hosted on G2.com. What do you dislike about Insightly CRM? The two items I would like to see Insightly address are: 1 - adding a cc: functionality to email automation; we currently have to send separate emails to our internal team that needs to be cc'd on client-facing automated emails. 2 - Reports should be able to be turned into dashboard cards. The 2 live separately in Insightly's functionality Review collected by and hosted on G2.com. What problems is Insightly CRM solving and how is that benefiting you? Along with the CRM functionality we keep track of all client projects in Insightly as well as have custom objects built out to document our clients journey during their tenure with us. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: Seller invite AR Alexa R. Mid-Market (51-1000 emp.) 2/23/2023 "From a beginner" 4/5 What do you like best about Insightly CRM? It breaks down your processes step by step. and allows others in your company to view your progress. This is helpful for people just starting out to make sure steps in the process aren't missed. Review collected by and hosted on G2.com. What do you dislike about Insightly CRM? It isn't initially intuitive to work with, but is easy to learn. Everything makes sense after you understand how the pieces fit together in the program. More available training videos and tutorials would be a great compliment to this. Review collected by and hosted on G2.com. What problems is Insightly CRM solving and how is that benefiting you? Insightly keeps everything in one place so that it is easy to find and keep track of, saving time from not having to hunt down old communications for details about the project. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: Seller invite ![Ray V.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Ray V.") RV Ray V. Mid-Market (51-1000 emp.) 2/23/2023 "Wokring in insightly has been a great help management our 150k customer data base!" 5/5 What do you like best about Insightly CRM? Being able to filter everything has been a great benefit. Whenever we need to customize something we have a work instructions that shows how to filter something down to what exactly you need. And it works! Review collected by and hosted on G2.com. What do you dislike about Insightly CRM? The only downside of insightly is when we are trying to export data it is a little difficult. I have moved a few things to google sheets to make it readily available. Review collected by and hosted on G2.com. What problems is Insightly CRM solving and how is that benefiting you? Insightly is helping us manage our data base and pass projects and opportunities from department to department without the project falling through the cracks. You can also see where someone is with your lead which is great! Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: Seller invite AD Alma D. Mid-Market (51-1000 emp.) 2/23/2023 "Permit Coordinator" 5/5 What do you like best about Insightly CRM? How well sorted our projects are within the program. It is very easy to navigate and deal with. The program updates very fast and almost instantly; you see the different task completed. Review collected by and hosted on G2.com. What do you dislike about Insightly CRM? In order to go back to a report you have to exit out from whatever page you are and pretty much start over to be able to pull same report again. this is also for any other report assigned to me. Review collected by and hosted on G2.com. What problems is Insightly CRM solving and how is that benefiting you? Helping with organizing our projects and executing them in a timely manner. Has all proper tabs for each individual dept to look at and take off if any issues arise. 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);)