--- 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 Pros and Cons: Top 5 Advantages and Disadvantages #### Quick AI Summary Based on G2 Reviews Generated from real user reviews Users praise the **ease of use** of Insightly CRM, highlighting its user-friendly interface and helpful features. [(28 mentions)](https://www.g2.com/products/insightly-crm/reviews?filters%5Bsentiment_snippet%5D=1564738&qs=pros-and-cons#reviews) Users appreciate the **easy customization** options in Insightly CRM, enabling quick access to tailored client information. [(11 mentions)](https://www.g2.com/products/insightly-crm/reviews?filters%5Bsentiment_snippet%5D=1564723&qs=pros-and-cons#reviews) Users appreciate the **customizability** of Insightly CRM, enabling tailored fields, reports, and layouts for various needs. [(10 mentions)](https://www.g2.com/products/insightly-crm/reviews?filters%5Bsentiment_snippet%5D=1564027&qs=pros-and-cons#reviews) Users appreciate the **flexible customization options** in Insightly CRM that cater to specific needs and enhance usability. [(9 mentions)](https://www.g2.com/products/insightly-crm/reviews?filters%5Bsentiment_snippet%5D=1564780&qs=pros-and-cons#reviews) Users value the **feature richness** of Insightly CRM, appreciating its intuitive interface and versatility for project management. [(9 mentions)](https://www.g2.com/products/insightly-crm/reviews?filters%5Bsentiment_snippet%5D=1564849&qs=pros-and-cons#reviews) Users find the **learning curve steep** , complicating automation and workflow setup for new users. [(9 mentions)](https://www.g2.com/products/insightly-crm/reviews?filters%5Bsentiment_snippet%5D=1564351&qs=pros-and-cons#reviews) Users express frustration over **limited customization** options in Insightly CRM, hindering their ability to tailor the tool effectively. [(7 mentions)](https://www.g2.com/products/insightly-crm/reviews?filters%5Bsentiment_snippet%5D=1564006&qs=pros-and-cons#reviews) Users find the **limited features** hinder effective use, especially in project management and task customization. [(7 mentions)](https://www.g2.com/products/insightly-crm/reviews?filters%5Bsentiment_snippet%5D=1564493&qs=pros-and-cons#reviews) Users struggle with **incomplete information** , facing challenges in documentation and report generation that hinder usability. [(6 mentions)](https://www.g2.com/products/insightly-crm/reviews?filters%5Bsentiment_snippet%5D=1564378&qs=pros-and-cons#reviews) Users find the setup process of Insightly CRM to be **time-consuming** compared to other platforms, affecting efficiency. [(6 mentions)](https://www.g2.com/products/insightly-crm/reviews?filters%5Bsentiment_snippet%5D=1564900&qs=pros-and-cons#reviews) ### 5 Pros or Advantages of Insightly CRM ##### 1. Ease of Use Users praise the **ease of use** of Insightly CRM, highlighting its user-friendly interface and helpful features. [ See 28 mentions ](https://www.g2.com/products/insightly-crm/reviews?filters%5Bsentiment_snippet%5D=1564738&qs=pros-and-cons#reviews) See Related User Reviews ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User") U Verified User Mid-Market (51-1000 emp.) 5.0/5 "Fantastic app" What do you like about Insightly CRM? CRM is a good software and provide better experience it is very easy to use and implementation ![Han L.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Han L.") HL Han L. Small-Business (50 or fewer emp.) 4.0/5 "All-in-One CRM and Project Management Made Easy" What do you like about Insightly CRM? What I like best about Insightly is how it combines CRM and project management in one platform, so you can track a customer from first lead all the wa ##### 2. Easy Customization Users appreciate the **easy customization** options in Insightly CRM, enabling quick access to tailored client information. [ See 11 mentions ](https://www.g2.com/products/insightly-crm/reviews?filters%5Bsentiment_snippet%5D=1564723&qs=pros-and-cons#reviews) See Related User Reviews ![Han L.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Han L.") HL Han L. Small-Business (50 or fewer emp.) 4.0/5 "All-in-One CRM and Project Management Made Easy" What do you like about Insightly CRM? What I like best about Insightly is how it combines CRM and project management in one platform, so you can track a customer from first lead all the wa JH Jordan H. Small-Business (50 or fewer emp.) 4.5/5 "Insightly is a customizable and quality CRM platform which has improved our company organization" What do you like about Insightly CRM? Insightly provides a customizable view on each tab within the software, allowing for only the most important information to be viewed easily. The amou ##### 3. Customizability Users appreciate the **customizability** of Insightly CRM, enabling tailored fields, reports, and layouts for various needs. [ See 10 mentions ](https://www.g2.com/products/insightly-crm/reviews?filters%5Bsentiment_snippet%5D=1564027&qs=pros-and-cons#reviews) See Related User Reviews JH Jordan H. Small-Business (50 or fewer emp.) 4.5/5 "Insightly is a customizable and quality CRM platform which has improved our company organization" What do you like about Insightly CRM? Insightly provides a customizable view on each tab within the software, allowing for only the most important information to be viewed easily. The amou ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User") U Verified User Small-Business (50 or fewer emp.) 4.0/5 "So far so good" What do you like about Insightly CRM? I like the ability to view all clients and information with a quick glance and click of a button. Website layout works well and it can be easily mo ##### 4. Customization Users appreciate the **flexible customization options** in Insightly CRM that cater to specific needs and enhance usability. [ See 9 mentions ](https://www.g2.com/products/insightly-crm/reviews?filters%5Bsentiment_snippet%5D=1564780&qs=pros-and-cons#reviews) See Related User Reviews JH Jordan H. Small-Business (50 or fewer emp.) 4.5/5 "Insightly is a customizable and quality CRM platform which has improved our company organization" What do you like about Insightly CRM? Insightly provides a customizable view on each tab within the software, allowing for only the most important information to be viewed easily. The amou ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User") U Verified User Small-Business (50 or fewer emp.) 4.0/5 "So far so good" What do you like about Insightly CRM? I like the ability to view all clients and information with a quick glance and click of a button. Website layout works well and it can be easily mo ##### 5. Feature Richness Users value the **feature richness** of Insightly CRM, appreciating its intuitive interface and versatility for project management. [ See 9 mentions ](https://www.g2.com/products/insightly-crm/reviews?filters%5Bsentiment_snippet%5D=1564849&qs=pros-and-cons#reviews) See Related User Reviews ![Zane M.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Zane M.") ZM Zane M. Small-Business (50 or fewer emp.) 3.5/5 "Positive overall experience" What do you like about Insightly CRM? I like the user interface and how easy it is to understand. It has basic limitations or you can opt in for more advanced options to represent your com ![Filippo T.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Filippo T.") FT Filippo T. Small-Business (50 or fewer emp.) 3.5/5 "A Robust CRM Solution for Small to Mid-Sized Teams" What do you like about Insightly CRM? Insightly CRM offers an intuitive interface and a powerful set of features that streamline contact management, project tracking, and sales pipeline vi ### 5 Cons or Disadvantages of Insightly CRM ##### 1. Learning Curve Users find the **learning curve steep** , complicating automation and workflow setup for new users. [ See 9 mentions ](https://www.g2.com/products/insightly-crm/reviews?filters%5Bsentiment_snippet%5D=1564351&qs=pros-and-cons#reviews) See Related User Reviews JH Jordan H. Small-Business (50 or fewer emp.) 4.5/5 "Insightly is a customizable and quality CRM platform which has improved our company organization" What do you dislike about Insightly CRM? While the software allows for a ton of customization, it can be confusing at first to figure out exactly how to format the view to your liking. Becaus ![Filippo T.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Filippo T.") FT Filippo T. Small-Business (50 or fewer emp.) 3.5/5 "A Robust CRM Solution for Small to Mid-Sized Teams" What do you dislike about Insightly CRM? The learning curve for automation and workflow setup can be a bit steep for new users. Additionally, occasional syncing delays with third-party integr ##### 2. Limited Customization Users express frustration over **limited customization** options in Insightly CRM, hindering their ability to tailor the tool effectively. [ See 7 mentions ](https://www.g2.com/products/insightly-crm/reviews?filters%5Bsentiment_snippet%5D=1564006&qs=pros-and-cons#reviews) See Related User Reviews ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User") A Verified User Mid-Market (51-1000 emp.) 4.0/5 "A significant platform for customers relationships" What do you dislike about Insightly CRM? Limited customization options with specific needs ![Aravind G.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Aravind G.") AG Aravind G. Small-Business (50 or fewer emp.) 5.0/5 "Insightly CRM: A Simple Yet Powerful Tool for Growing Businesses" What do you dislike about Insightly CRM? The reporting feature could be more advanced, and sometimes the customization options feel limited compared to bigger CRMs. It also takes time to set ##### 3. Limited Features Users find the **limited features** hinder effective use, especially in project management and task customization. [ See 7 mentions ](https://www.g2.com/products/insightly-crm/reviews?filters%5Bsentiment_snippet%5D=1564493&qs=pros-and-cons#reviews) See Related User Reviews ![Han L.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Han L.") HL Han L. Small-Business (50 or fewer emp.) 4.0/5 "All-in-One CRM and Project Management Made Easy" What do you dislike about Insightly CRM? What I dislike about Insightly is that some advanced features, like deeper automation and reporting, are locked behind higher-tier plans. It can also ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User") U Verified User Small-Business (50 or fewer emp.) 3.5/5 "Easy to use, but has a view limitations for what I need" What do you dislike about Insightly CRM? It has limited custom reporting and advance features are highly expensive. ##### 4. Incomplete Information Users struggle with **incomplete information** , facing challenges in documentation and report generation that hinder usability. [ See 6 mentions ](https://www.g2.com/products/insightly-crm/reviews?filters%5Bsentiment_snippet%5D=1564378&qs=pros-and-cons#reviews) See Related User Reviews ![Cornell A.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Cornell A.") CA Cornell A. Small-Business (50 or fewer emp.) 5.0/5 "Extremely comprehensive" What do you dislike about Insightly CRM? Some times I have to add fields in order to get the information that I need ![Zane M.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Zane M.") ZM Zane M. Small-Business (50 or fewer emp.) 3.5/5 "Positive overall experience" What do you dislike about Insightly CRM? I don't like that you have to manually update "contact confirmed" when Insightly automatically tracks the date of last activity. I think this should ##### 5. Time-Consuming Users find the setup process of Insightly CRM to be **time-consuming** compared to other platforms, affecting efficiency. [ See 6 mentions ](https://www.g2.com/products/insightly-crm/reviews?filters%5Bsentiment_snippet%5D=1564900&qs=pros-and-cons#reviews) See Related User Reviews ![Aravind G.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Aravind G.") AG Aravind G. Small-Business (50 or fewer emp.) 5.0/5 "Insightly CRM: A Simple Yet Powerful Tool for Growing Businesses" What do you dislike about Insightly CRM? The reporting feature could be more advanced, and sometimes the customization options feel limited compared to bigger CRMs. It also takes time to set JH Jordan H. Small-Business (50 or fewer emp.) 4.5/5 "Insightly is a customizable and quality CRM platform which has improved our company organization" What do you dislike about Insightly CRM? While the software allows for a ton of customization, it can be confusing at first to figure out exactly how to format the view to your liking. Becaus ![Ishan S.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Ishan S.") IS Ishan S. Manager and Dietician at Chaitanya Homoeo Clinic, Medical Store Owner, Content Creator Hospital & Health Care Small-Business (50 or fewer emp.) 6/11/2026 "Keeping Customer Workflows Better Connected" 4.5/5 What do you like best about Insightly CRM? It helps me keep customer information, follow-ups, opportunities, and ongoing activities organized in one place. I work as a Dietician and Nutritionist, manage a homeopathy clinic, and also create health education content. My work involves handling consultation enquiries, wellness program discussions, follow-up communication, and educational outreach activities, so having everything connected inside one system is very useful. What I like most about Insightly CRM is that contacts, leads, opportunities, tasks, and project-related activities stay linked together. When I receive a new enquiry, I can track the contact, manage follow-ups, schedule activities, and continue organizing related work without losing information between different records. This makes daily CRM work more structured. I regularly use contact management, lead tracking, opportunity management, task management, calendar activities, and reporting features. These help me organize consultation enquiries, monitor follow-up progress, schedule discussions, and keep track of ongoing communication. Having activity history available alongside customer records makes it easier to review previous interactions before the next follow-up. Another thing I find useful is the way projects and tasks can be managed within the same platform. For health education initiatives and ongoing wellness programs, I can keep activities, deadlines, and related records organized without switching between multiple systems. The system is easy to understand, implementation for everyday use was straightforward, and performance has been smooth during regular work. Moving between contacts, leads, opportunities, tasks, and projects feels responsive, even when managing multiple records. The available integrations and workflow features also help keep information connected and reduce manual tracking work. Overall, Insightly provides a good balance of CRM, activity management, project tracking, and organization tools. Review collected by and hosted on G2.com. What do you dislike about Insightly CRM? I like how contacts, opportunities, and projects can be connected together, but sometimes maintaining those relationships requires a little extra setup when records become more detailed. It works well once everything is organized, although the initial record structure can take some time to maintain consistently. For larger workflows this makes sense, but for smaller day to day activities it occasionally feels more detailed than necessary. Review collected by and hosted on G2.com. What problems is Insightly CRM solving and how is that benefiting you? It helps me keep contacts, leads, opportunities, tasks, and ongoing activities organized in one place instead of managing information across multiple records and tools. Having customer information connected with follow-ups and activity history makes it easier to keep track of ongoing discussions. I use Insightly CRM to manage consultation enquiries, wellness program leads, follow-up communication, and health education related activities. The platform helps me monitor enquiry progress, schedule tasks, manage opportunities, and keep important information available when I need it. The combination of CRM and project-related tracking is also useful because I can organize ongoing activities, deadlines, and communication without switching between different systems. This helps when managing multiple enquiries and ongoing initiatives at the same time. Having contacts, opportunities, tasks, projects, and activity records connected together improves visibility and reduces the need for manual tracking. It helps me stay organized, follow up more consistently, and manage day-to-day customer and activity management work more efficiently. Review collected by and hosted on G2.com. Show More Our network of Icons are G2 members who are recognized for their outstanding contributions and commitment to helping others through their expertise.G2 IconCurrent UserValidated ReviewerIncentivizedSource: G2 invite ![Jeni J.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Jeni J.") JJ Jeni J. Software Dev , Ai Agents Builder Information Technology and Services Mid-Market (51-1000 emp.) 5/24/2026 "Streamlined Sales and Task Management" 4/5 What do you like best about Insightly CRM? I use Insightly CRM to manage customer details and track sales leads, and it helps me organize tasks, follow up with clients, and monitor projects easily. The platform is simple to use and keeps all my business information in one place. I especially like the user-friendly interface and the straightforward contact management features. The task tracking and project management tools help me stay organized every day. I also like the email integration because it saves time and improves communication. The interface makes it quick to manage tasks without needing much training, and the contact management feature keeps customer details organized and easy to access anytime. Email integration also saves time by tracking conversations automatically and supporting better follow-ups with clients. The initial setup of Insightly CRM was very easy, and a free trial is available without a credit card. Review collected by and hosted on G2.com. What do you dislike about Insightly CRM? Sometimes the platform feels slow when handling large amounts of data. Some advanced features can be confusing for new users at first. The mobile app could be improved with better speed and more functionality. Review collected by and hosted on G2.com. What problems is Insightly CRM solving and how is that benefiting you? I use Insightly CRM to manage customer details and track sales leads. It helps me organize tasks, follow up with clients, and monitor projects easily, avoiding missed follow-ups. It improves team collaboration by keeping all business information updated in one place. Review collected by and hosted on G2.com. Show More Our network of Icons are G2 members who are recognized for their outstanding contributions and commitment to helping others through their expertise.G2 IconCurrent UserValidated ReviewerIncentivizedSource: G2 invite ![Seim K.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Seim K.") SK Seim K. CRM and Data Coordinator Small-Business (50 or fewer emp.) 4/29/2026 "Efficient CRM with Strong Reporting and Bulk Editing" 4.5/5 What do you like best about Insightly CRM? The features I use most and find the most valuable are bulk editing and reporting. The bulk editing function saves me a significant amount of time by allowing me to update multiple records at once instead of making changes individually. I also really like the drag‑and‑drop functionality when creating reports, which makes it quick and easy to customize the columns I want to include. An added benefit is how intuitive the platform is overall—the site is easy to navigate across different pages, which helps streamline my daily workflow. Review collected by and hosted on G2.com. What do you dislike about Insightly CRM? One issue I’ve experienced with Insightly CRM is that when creating reports, filters don’t always work as expected. Even after applying a filter to exclude certain data, those records sometimes still appear in the report. Additionally, Insightly Marketing cannot link email campaigns directly to contacts in Insightly CRM, which makes it more difficult to track engagement and campaign impact at the contact level. Review collected by and hosted on G2.com. What problems is Insightly CRM solving and how is that benefiting you? We struggled with managing outreach, tracking relationships, and building targeted contact lists, but now we can use Insightly CRM to send email campaigns, create filtered lists through reports, and link contacts, opportunities, and organizations in one place, which has improved organization, visibility into relationships, and overall efficiency. Review collected by and hosted on G2.com. Show More 5/5/2026 Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller OB Oliver B. Analyst Small-Business (50 or fewer emp.) 4/29/2026 "Simple, Clean CRM That Keeps Sales Pipelines Organised" 4/5 What do you like best about Insightly CRM? What I like best about Insightly CRM is how simple and easy it is to use. The UI is clean and straightforward, so it’s easy to keep track of records and client interactions without things feeling too complicated. The email reminders are also really helpful for staying on top of follow-ups and making sure nothing gets missed. I also like the Leads and Opportunities features, as they make it much easier to manage the sales pipeline and keep deals organised. Review collected by and hosted on G2.com. What do you dislike about Insightly CRM? One downside of Insightly CRM is that email reminders can sometimes be missed, which can affect follow-ups. It would also be useful to have better AI integration, such as automatically appending meeting notes or email summaries to client records to save time and improve record keeping. The Leads feature could be better suited to our sales process, as it would work more effectively if it were based around companies rather than individual names. Additionally, duplicate records could be managed better, as it can sometimes be difficult to spot and remove them efficiently. Review collected by and hosted on G2.com. What problems is Insightly CRM solving and how is that benefiting you? Insightly CRM helps us keep track of opportunities, client interactions, reminders, and notes all in one place. This makes it much easier to stay organised, manage follow-ups, and ensure nothing gets missed throughout the sales process. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller DO Daniel O. Regional Business Development Manager Mid-Market (51-1000 emp.) 4/23/2026 "Flexible, Intuitive CRM That Scales with Your Sales Process" 5/5 What do you like best about Insightly CRM? It's flexible. You can set up multiple sales pipelines and stages and move sales opportunities between them as they progress. Drag and drop, group edits and filters reduce the amount of time to add and maintain information. It can grow with you. As you learn more of the systems capabilities, it's easy to add them to your CRM process. Onboarding new employees and training them on the system is quick because it's intuitive. It's also cost effective, and we can show results in a meaningful way. Review collected by and hosted on G2.com. What do you dislike about Insightly CRM? Although you can run it from a phone, the screen is crowded, and it's challenging to do more than record meeting notes via voice to text. Review collected by and hosted on G2.com. What problems is Insightly CRM solving and how is that benefiting you? I use Insightly for forecasting, and it saves me around 1 hour a week over the previous process. It also improves forecasts because I can also look at multiple scenarios quickly which was too time consuming to be practical in previous processes. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller AP Aditya P. Data Analyst Mid-Market (51-1000 emp.) 6/9/2026 "Effortless CRM with Robust Capabilities" 5/5 What do you like best about Insightly CRM? I use Insightly CRM to manage my customer relationships, track sales and opportunities, and keep all customer information in one place. I appreciate how it helps by keeping customer data, sales activities, and follow-ups organized, which makes it easy to track. What I like most is how easy it is to manage customers, track sales, and check progress in a single dashboard. It was also easy to set up, and we were able to get started with less training. Additionally, using it with Google Workspace and email tools keeps communication and customer information synced. We switched from spreadsheets and basic CRM because Insightly offered better features. Review collected by and hosted on G2.com. What do you dislike about Insightly CRM? Some advanced features can take a little time to learn, and reporting options could be more customizable. Review collected by and hosted on G2.com. What problems is Insightly CRM solving and how is that benefiting you? I use Insightly CRM to manage customer relationships and track sales. It keeps customer data, sales activities, and follow-ups organized, making them easy to track. Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: G2 invite ![Verified User in Consulting](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Consulting") AC Verified User in Consulting Mid-Market (51-1000 emp.) 7/24/2026 "Great Support, but the CRM Has Stagnated with Few Meaningful Improvements" 2.5/5 What do you like best about Insightly CRM? I really liked the features and how easy the product was to use. The level of support was also amazing—in our case, we had a dedicated CSM who was consistently responsive and always willing to help us throughout the process. Review collected by and hosted on G2.com. What do you dislike about Insightly CRM? It was great for the first couple of years, but after that we started noticing the company shifting its efforts to other products that didn’t necessarily work for our needs. Meanwhile, the CRM product seemed to remain stagnant, with few new updates and not many helpful improvements. Review collected by and hosted on G2.com. What problems is Insightly CRM solving and how is that benefiting you? At this point, we’re transitioning away from Insightly, so the main benefit for us is being able to keep our data accessible and intact while we move over to our new platform. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: G2 invite ![Keisha D.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Keisha D.") KD Keisha D. Income Maintenance Caseworker Small-Business (50 or fewer emp.) 4/14/2026 "Effortless Project Management with Insightly" 4.5/5 What do you like best about Insightly CRM? I like that it's very easy to manage projects in Insightly CRM and add tasks, and keep track of them. Being a team manager, it's a lot easier when the project is added to Insightly, and we already have a predetermined list of tasks for each project. Setting up the project is user-friendly, and it ensures that staff completes all their tasks. The ability to report to my managers the percentage of projects that we are completing and the timing is very valuable as well. The initial setup on the site link was very easy. Review collected by and hosted on G2.com. What do you dislike about Insightly CRM? It seems like at certain times, I don't know if the system is updating. The interface will change and sometimes certain aspects won't be available. Reports won't be available or the size of the font will randomly increase, making it hard to see everything on the screen, so that could definitely be improved. Review collected by and hosted on G2.com. What problems is Insightly CRM solving and how is that benefiting you? Insightly CRM organizes our projects, ensures all tasks are completed, and makes it easy to track statistical information on task completion using a site link. Review collected by and hosted on G2.com. Show More Response from Harryson Pointdujour of Insightly CRM [Editedit](https://www.g2.com/survey_responses/insightly-crm-review-12626761/official_response/edit) Hi Keisha! Thanks so much for sharing this, really appreciate it. Glad to hear Insightly is making project management easier for you, especially with task templates and reporting. That kind of visibility into progress is exactly what we’re aiming for, so it’s great to hear it’s working well for your team. On the issues you mentioned, that definitely doesn’t sound right. Things like reports not showing or the interface shifting around shouldn’t be happening, and I get how frustrating that can be. If you’re open to it, our support team can take a closer look and help figure out what’s going on. Thanks again for the honest feedback, it really helps us improve. [See how Insightly CRM improved](https://www.insightly.com/contact-us/) Validated ReviewerIncentivizedSource: G2 invite ![Roberto d.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Roberto d.") RD Roberto d. TI Supervisor Small-Business (50 or fewer emp.) 4/24/2026 "The perfect launchpad CRM for a growing business" 2.5/5 What do you like best about Insightly CRM? Honestly, what I liked most about Insightly was how easy it was to get started. When we were a small team, we didn't have time to spend weeks on implementation or training. With Insightly, we were up and running in just a couple of days. Review collected by and hosted on G2.com. What do you dislike about Insightly CRM? Reporting and analytics were probably my number one complaint. The built-in reports felt pretty limited, and whenever I needed something more custom or more visual, I usually ended up exporting to Excel and building it myself. That kind of defeats the purpose of having a CRM. Review collected by and hosted on G2.com. What problems is Insightly CRM solving and how is that benefiting you? When we were starting out, customer information was scattered everywhere, emails, spreadsheets, sticky notes, people's heads. There was no single source of truth. Insightly fixed that immediately. Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: G2 invite ![Anna K.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Anna K.") AK Anna K. Director of Partner Support & Company Systems Small-Business (50 or fewer emp.) 4/30/2026 "Modern, Intuitive Design That’s Easy to Navigate" 4/5 What do you like best about Insightly CRM? It’s easy to navigate, with a modern, intuitive design that feels straightforward to use. Review collected by and hosted on G2.com. What do you dislike about Insightly CRM? The text-formatting options within tasks are subpar. I also wish the dashboards were more dynamic and could be used with any report. Review collected by and hosted on G2.com. What problems is Insightly CRM solving and how is that benefiting you? It helps us keep accurate records of our partners, purchases, and all the key information we need to know about them. Review collected by and hosted on G2.com. 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