
DD
Dhwani D.
Reserach Analyst
Small-Business (50 or fewer emp.)
Originally submitted 4/29/2026
"Great for Customer Management, Needs Sales Pipeline Customization"
What do you like best about Insightly CRM?
I manage customer relationships and sales activities in one organized system with Insightly CRM. It stores all customer data, contacts, and leads through the sales pipeline, which helps me build stronger customer relationships and automates routine tasks. I mainly use the contact and lead management features, and although it took me some time to get used to it, it now helps me a lot with my day-to-day work. Review collected by and hosted on G2.com.
What do you dislike about Insightly CRM?
The sales pipeline doesn't work for me. I believe it should be customized according to business or role. Review collected by and hosted on G2.com.