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EC

Verified User in Consulting

Small-Business (50 or fewer emp.)

3/15/2026

"Great Dashboard, but Help and Support Made Full Implementation Impossible"

2.5/5

What do you like best about Insightly CRM?

I liked the dashboard on the home page, and I originally bought it because a colleague had used it to manage his speaking engagements, like planning a project but less complicated. We could never get it to do what he did; we suspect he had a legacy version, as his page and ours did not look the same. Review collected by and hosted on G2.com.

What do you dislike about Insightly CRM?

The Help function. We would ask a specific question, the automated function would send us a bunch of videos to watch, which never addressed our issue. Then it would take about 24 hours to get a response, and it still didn't resolve our issue. Finally, as a last step, we requested a human. Same routine, never actually answered our question. Therefore, we couldn't figure out how to use it fully, and we pulled out and cancelled after one year. It was impossible to implement it fully without getting our questions answered. I paid my team significant $$$ to figure it out, and we never could. Review collected by and hosted on G2.com.

Response from Harryson Pointdujour of Insightly CRM

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Thank you for taking the time to share your experience. It's great to hear you liked the dashboard, but sorry that the support experience made it difficult for your team to get the value you expected.

What you described is not the experience we want customers to have. While our help center and video resources are meant to provide quick answers, they should never replace clear, direct support when you have a specific question or implementation challenge. It’s frustrating to feel like you’re not getting the help you need, especially after investing time and resources into trying to make the platform work for your team.

Regarding the differences you noticed compared to your colleague’s setup, Insightly has evolved significantly over the years (in fact, we just completely revamped the free trial and setup experience to streamline implementation), and it’s possible they were using a different version or configuration. In many cases, similar workflows can still be recreated with the right setup, but we should have done a better job helping you get there.

If you’re open to it, we’d welcome the opportunity to learn more about what you were trying to accomplish and see if we can help. Feedback like yours helps us improve both our support experience and how we guide new customers through implementation. Feel free to email harryson.pointdujour@unbounce.com and include "G2 Review Response" in the subject line.

Thank you again for the honest feedback.

UI

Verified User in Information Technology and Services

Small-Business (50 or fewer emp.)

4/30/2026

"User-Friendly CRM with Strong Integrations for Streamlined Management"

4/5

What do you like best about Insightly CRM?

What I like most about Insightly CRM is its user-friendly interface and strong integration capabilities. It makes it easy to manage contacts, projects, and pipelines in a straightforward way, and it connects smoothly with tools like email and other business systems so everything stays streamlined in one place. Review collected by and hosted on G2.com.

What do you dislike about Insightly CRM?

One downside of Insightly CRM is that some advanced features and customisation options can feel limited compared to more complex CRM systems. Reporting can also be a bit restrictive, especially if you need deeper insights or more flexible data analysis. Review collected by and hosted on G2.com.

HL

Han L.

Senior Application Engineer

Small-Business (50 or fewer emp.)

12/9/2025

"All-in-One CRM and Project Management Made Easy"

4/5

What do you like best 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 way through delivery. It’s also very easy to use, with clean workflows and strong email and calendar integration. Review collected by and hosted on G2.com.

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 feel a bit limited for very large sales teams compared to more powerful enterprise CRMs. Review collected by and hosted on G2.com.

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

Insightly CRM solves the problem of scattered customer data by keeping contacts, emails, deals, and projects all in one place. It also improves follow-up and accountability through automation, tasks, and workflow tracking. This benefits me by saving time, reducing missed follow-ups, and giving me a clear view of where every customer and deal stands. It ultimately helps me stay more organised and responsive. Review collected by and hosted on G2.com.

Response from Harryson Pointdujour of Insightly CRM

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Thanks for the thoughtful review, Han! So glad the combo of CRM and project management is making your workflow smoother and that the integrations are working well for you. I understand you have some concerns about scaling your team with the platform. I don't have your information on hand but please consider reaching out to the Growth team or a member of the CS team to look into your options. I appreciate you taking the time to share your experience.

AG

Aravind G.

Senior Associate - Data

Staffing and Recruiting

Small-Business (50 or fewer emp.)

9/16/2025

"Insightly CRM: A Simple Yet Powerful Tool for Growing Businesses"

5/5

What do you like best about Insightly CRM?

Insightly CRM has a clean, user-friendly interface that makes it easy to track leads, contacts, and opportunities. The integration with Google Workspace, Outlook, and third-party apps is seamless, and I like that it combines project management and CRM in one tool. Review collected by and hosted on G2.com.

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 up automation properly. Review collected by and hosted on G2.com.

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

Insightly CRM is helping us solve the problem of scattered customer data and poor follow-up. Before, our sales pipeline and project tasks were tracked in multiple tools, which made things confusing and time-consuming. With Insightly, everything from lead capture to project delivery is in one place. This has improved team collaboration, reduced missed follow-ups, and given us a clear view of where each opportunity stands. The biggest benefit is time savings and better customer relationships because we can respond faster and more consistently. Review collected by and hosted on G2.com.

Response from Harryson Pointdujour of Insightly CRM

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Hi Aravind,

Thank you for taking the time to share your experience with Insightly CRM! We’re glad to hear you find the interface easy to use and that the project management tools are adding value. Your feedback is very important to us—we’re actively working on user experience enhancements you’ll see rolling out soon, aimed at making the platform even more impactful for customers like you.

Thanks again for sharing!

RM

Rodrigo M.

Warehouse management

Small-Business (50 or fewer emp.)

4/28/2026

"All My Work Files in One Place—Easy Access and Reliable Info"

5/5

What do you like best about Insightly CRM?

Insightly has all the files I need for work, and it’s easy to access. The information is reliable, which helps me stay on top of my daily information and tasks. Review collected by and hosted on G2.com.

What do you dislike about Insightly CRM?

Sometimes the font feels kind of small, but maybe that’s because I work on a tablet/laptop, and everything looks super small jaja. Review collected by and hosted on G2.com.

JH

Jordan H.

Project Superintendent

Small-Business (50 or fewer emp.)

8/13/2025

"Insightly is a customizable and quality CRM platform which has improved our company organization"

4.5/5

What do you like best 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 amount of time saved by quickly reviewing our current progress, performance, scheduling, and communication with each client has allowed us to get more work done each week and communicate more effectively with clients. I use the mobile app multiple times throughout my day to quickly review scopes, find address and contact information, and remain current with my understanding of each ongoing job. Review collected by and hosted on G2.com.

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. Because there are so many options available, it can take time to navigate how each page works and how to make changes. However, Insightly had a rep come to our office and walk us thru how to make these changes. This helped us integrate the software quickly with no learning curve. Within the first week of use, I felt more comfortable than I did with our prior CRM. Review collected by and hosted on G2.com.

Response from Harryson Pointdujour of Insightly CRM

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Hey Jordan.Thanks for the kind words! It's great to hear that Insightly’s customization and mobile app help you work faster, stay organized, and keep projects moving. Glad our team could get you set up quickly so you could start seeing the benefits right away.

Regarding your feedback on formatting views to your liking, what sort of resources might have helped you get over this hurdle more quickly?

ZM

Zane M.

Business Development Manager

Small-Business (50 or fewer emp.)

8/12/2025

"Positive overall experience"

3.5/5

What do you like best 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 company data. I have been using it for 2 1/2 years and the transition from our previous software has been seamless. Implementing it was very easy and we use it daily. Linking it to our company's systems (integration) was very easy and the response time from their customer support team is very quick and friendly. Review collected by and hosted on G2.com.

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 be an automated process. Review collected by and hosted on G2.com.

Response from Harryson Pointdujour of Insightly CRM

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Thanks for sharing your experience, Zane! So glad to hear the transition to Insightly was smooth and that you’ve found it easy to use and integrate with your tools. I'm intrigued about your comment regarding "contact confirmed." If you have a spare moment, please log in to Insightly and submit a support ticket mentioning this issue and include "G2 review" in the description or body. We can take a closer look and recommend next steps.

UB

Verified User in Building Materials

Small-Business (50 or fewer emp.)

4/23/2026

"Convenient Way to Stay on Top of Daily Tasks"

5/5

What do you like best about Insightly CRM?

The convenience of staying on top of daily tasks Review collected by and hosted on G2.com.

What do you dislike about Insightly CRM?

When searching for an organization the scope seems to be too broad. Review collected by and hosted on G2.com.

AC

Verified User in Consulting

Small-Business (50 or fewer emp.)

4/23/2026

"Easy to Use Platform That Keeps Our Company Organized"

4/5

What do you like best about Insightly CRM?

The platform is easy to use and helps keep our company organized Review collected by and hosted on G2.com.

What do you dislike about Insightly CRM?

Making updates to our platform isn’t that intuitive and sometimes the changes have to be made in multiple different areas even though I feel like they should be connected. Review collected by and hosted on G2.com.

FT

Filippo T.

CTO & Co-Founder

Small-Business (50 or fewer emp.)

6/4/2025

"A Robust CRM Solution for Small to Mid-Sized Teams"

3.5/5

What do you like best about Insightly CRM?

Insightly CRM offers an intuitive interface and a powerful set of features that streamline contact management, project tracking, and sales pipeline visibility. Review collected by and hosted on G2.com.

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 integrations can disrupt workflow Review collected by and hosted on G2.com.

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

Insightly CRM helps us centralize all our customer and project information in one place, improving team collaboration and communication. It solves the problem of scattered data across emails, spreadsheets, and task managers. With its pipeline management and task tracking features, we’re able to better follow up on leads, stay on top of deadlines, and maintain strong relationships with our clients—ultimately increasing efficiency and customer satisfaction. Review collected by and hosted on G2.com.