--- title: Insightly CRM Reviews meta_title: 'Insightly CRM Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 944 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: 944 scale: '5' date_modified: '2026-07-17' parent_category: name: Sales Tools url: https://www.g2.com/categories/sales-tools --- # Insightly CRM Reviews **Vendor:** Unbounce **Category:** [CRM Software](https://www.g2.com/categories/crm) **Average Rating:** 4.2/5.0 **Total Reviews:** 944 ## About Insightly CRM 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. ## Insightly CRM Pros & Cons **What users like:** - Users praise the **ease of use** of Insightly CRM, highlighting its user-friendly interface and helpful features. (28 reviews) - Users appreciate the **easy customization** options in Insightly CRM, enabling quick access to tailored client information. (11 reviews) - Users appreciate the **customizability** of Insightly CRM, enabling tailored fields, reports, and layouts for various needs. (10 reviews) - Users appreciate the **flexible customization options** in Insightly CRM that cater to specific needs and enhance usability. (9 reviews) - Users value the **feature richness** of Insightly CRM, appreciating its intuitive interface and versatility for project management. (9 reviews) - Integrations (9 reviews) - Users highlight the **excellent customer support** provided by Insightly CRM, enhancing their overall experience and satisfaction. (8 reviews) - Easy Tracking (8 reviews) - User Interface (7 reviews) - Features (6 reviews) **What users dislike:** - Users find the **learning curve steep** , complicating automation and workflow setup for new users. (9 reviews) - Users express frustration over **limited customization** options in Insightly CRM, hindering their ability to tailor the tool effectively. (7 reviews) - Users find the **limited features** hinder effective use, especially in project management and task customization. (7 reviews) - Users struggle with **incomplete information** , facing challenges in documentation and report generation that hinder usability. (6 reviews) - Users find the setup process of Insightly CRM to be **time-consuming** compared to other platforms, affecting efficiency. (6 reviews) - Users report a **high barrier to entry** with Insightly's contact management, complicating initial setup and usability. (5 reviews) - Users feel the **pricing is high** , especially as advanced features come at a steep cost. (5 reviews) - Users express concerns over **missing features** , like limited email customization and lack of technical support, complicating their experience. (5 reviews) - Customization Issues (3 reviews) - Filtering Difficulty (3 reviews) ## Insightly CRM Reviews ### 1. Keeping Customer Workflows Better Connected **Rating:** 4.5/5.0 stars **Reviewed by:** Ishan S. | Manager and Dietician at Chaitanya Homoeo Clinic, Medical Store Owner, Content Creator, Hospital & Health Care, Small-Business (50 or fewer emp.) **Reviewed Date:** June 11, 2026 **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. **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. **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. ### 2. Streamlined Sales and Task Management **Rating:** 4.0/5.0 stars **Reviewed by:** Jeni J. | Software Dev , Ai Agents Builder, Information Technology and Services, Mid-Market (51-1000 emp.) **Reviewed Date:** May 24, 2026 **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. **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. **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. ### 3. Efficient CRM with Strong Reporting and Bulk Editing **Rating:** 4.5/5.0 stars **Reviewed by:** Seim K. | CRM and Data Coordinator, Small-Business (50 or fewer emp.) **Reviewed Date:** April 29, 2026 **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. **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. **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. ### 4. Simple, Clean CRM That Keeps Sales Pipelines Organised **Rating:** 4.0/5.0 stars **Reviewed by:** Oliver B. | Analyst, Small-Business (50 or fewer emp.) **Reviewed Date:** April 29, 2026 **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. **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. **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. ### 5. Flexible, Intuitive CRM That Scales with Your Sales Process **Rating:** 5.0/5.0 stars **Reviewed by:** Daniel O. | Regional Business Development Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** April 23, 2026 **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. **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. **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. ### 6. Effortless CRM with Robust Capabilities **Rating:** 5.0/5.0 stars **Reviewed by:** Aditya P. | Data Analyst, Mid-Market (51-1000 emp.) **Reviewed Date:** June 09, 2026 **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. **What do you dislike about Insightly CRM?** Some advanced features can take a little time to learn, and reporting options could be more customizable. **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. ### 7. Effortless Project Management with Insightly **Rating:** 4.5/5.0 stars **Reviewed by:** Keisha D. | Income Maintenance Caseworker, Small-Business (50 or fewer emp.) **Reviewed Date:** April 14, 2026 **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. **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. **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. **Official Response from Harryson Pointdujour:** > 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. ### 8. The perfect launchpad CRM for a growing business **Rating:** 2.5/5.0 stars **Reviewed by:** Roberto d. | TI Supervisor, Small-Business (50 or fewer emp.) **Reviewed Date:** April 24, 2026 **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. **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. **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. ### 9. Modern, Intuitive Design That’s Easy to Navigate **Rating:** 4.0/5.0 stars **Reviewed by:** Anna K. | Director of Partner Support & Company Systems, Small-Business (50 or fewer emp.) **Reviewed Date:** April 30, 2026 **What do you like best about Insightly CRM?** It’s easy to navigate, with a modern, intuitive design that feels straightforward to use. **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. **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. ### 10. Great Dashboard, but Help and Support Made Full Implementation Impossible **Rating:** 2.5/5.0 stars **Reviewed by:** Verified User in Consulting | Small-Business (50 or fewer emp.) **Reviewed Date:** March 15, 2026 **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. **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. **What problems is Insightly CRM solving and how is that benefiting you?** n/a - we canceled at the one year mark. **Official Response from Harryson Pointdujour:** > 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. ## Insightly CRM Discussions - [Inquiring about AI features](https://www.g2.com/discussions/inquiring-about-ai-features) - 1 comment, 3 upvotes - [What sales anayltics options come with the platform?](https://www.g2.com/discussions/what-sales-anayltics-options-come-with-the-platform) - 1 comment, 1 upvote - [Does Insightly have any email or marketing automation features?](https://www.g2.com/discussions/does-insightly-have-any-email-or-marketing-automation-features) - 1 comment, 1 upvote - [Do I need custom code for Insightly's integrations?](https://www.g2.com/discussions/do-i-need-custom-code-for-insightly-s-integrations) - 1 comment, 1 upvote - [What is Insightly CRM used for?](https://www.g2.com/discussions/what-is-insightly-crm-used-for) - 1 comment, 1 upvote - [View Insightly CRM pricing details and edition comparison](https://www.g2.com/products/insightly-crm/reviews/insightly-crm-review-4268306?section=pricing&secure%5Bexpires_at%5D=2026-07-23+10%3A42%3A24+-0500&secure%5Bsession_id%5D=cb85d63f-bd1f-48f8-bd38-1964b3d49a3e&secure%5Btoken%5D=8e65437b23c3117d497aa122966cf87431362d30baf2976dd87199b1c5786604&format=llm_user) ## Insightly CRM Integrations - [Egnyte](https://www.g2.com/products/egnyte/reviews) - [Harvest](https://www.g2.com/products/harvest/reviews) - [Intuit Mailchimp Email Marketing](https://www.g2.com/products/intuit-mailchimp-email-marketing/reviews) - [Microsoft Outlook](https://www.g2.com/products/microsoft-outlook/reviews) - [QuickBooks Online](https://www.g2.com/products/quickbooks-online/reviews) - [Slack](https://www.g2.com/products/slack/reviews) - [Smartsheet](https://www.g2.com/products/smartsheet/reviews) - [Zapier](https://www.g2.com/products/zapier/reviews) ## Insightly CRM Features **Sales Force Automation** - Contact & Account Management - Opportunity & Pipeline Mgmt. - Task / Activity Management - Territory & Quota Management - Desktop Integration - Product & Price List Management - Quote & Order Management - Customer Contract Management **Marketing Automation** - Email Marketing - Lead Management - Marketing ROI Analytics **Agentic AI - Sales Analytics** - Autonomous Task Execution - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance **Customer Support** - Case Management - Customer Support Portal - Knowledge Base - Call Center Features - Support Analytics **Data Sourcing** - Data Sourcing - Exporting & Sharing Data - Multi-Device Data Visualization - Interactive Dashboards - Data Segmentation **Reporting & Analytics** - Reporting - Dashboards - Forecasting **Predictive Analytics** - Lead Scoring - Opportunity Scoring - Risk Analysis - Live Forecasting **Mobile & Social** - Social Collaboration Features - Social Network Integration - Mobile User Support **Sales Management** - Live Pipeline Management - Sales Gamification - Account-Based Analytics - Activity Tracking **Platform** - Customization - Workflow Capability - User, Role, and Access Management - Internationalization - Sandbox / Test Environments - Document & Content Mgmt. - Performance and Reliability - Output Document Generation **Integration** - Data Import & Export Tools - Integration APIs - Breadth of Partner Applications **Generative AI** - AI Text Generation **Agentic AI - CRM** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making ## Top Insightly CRM Alternatives - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) - 4.4/5.0 (24,674 reviews) - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) - 4.4/5.0 (13,276 reviews) - [Pipedrive](https://www.g2.com/products/pipedrive/reviews) - 4.3/5.0 (3,048 reviews)