--- 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 ![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. Show More Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller ## 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(3,106) ](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);)