G2

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.