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Insightly CRM Logo
Insightly CRM
Streamline Your Business Relationships
4.2
(886)
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Insightly CRM Reviews & Product Details

Insightly CRM Overview
What is Insightly CRM?

Popular among small to medium sized enterprises, Insightly is a SassS-based CRM platform with 1.5 million users globally. Users rely on the solution to manage customer data in a central platform, manage and nurture customer relationships, boost sales, and deliver projects in a timely manner. The platform works seamlessly well with Gmail and Outlook plugins and supports multiple integrations with numerous systems.

Company Insightly, Inc.
Year founded 2009
Company size 51-200 employees
Headquarters San Francisco, California, United States
Social Media
Insightly CRM Categories on Findstack
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Insightly CRM Product Details
Capabilities
API
Segment
Small Business
Mid Market
Deployment Cloud / SaaS / Web-Based, Mobile Android, Mobile iPad, Mobile iPhone
Support 24/7 (Live rep), Chat, Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support
Training Documentation
Languages English
Insightly CRM Pros and Cons
Pros
  • Compatible with Android and iOS devices
  • Visual dashboards for tracking important metrics
  • Data integrity, security, and regulatory compliance
  • Highly flexible appointments, calendaring, and events
  • Automated tracking and updates
Cons
  • No live chat support
  • Only available in one language
Insightly CRM Features
API Access
Appointment Scheduling
Call Logging
Collaboration Tools
Contact Management
Customer Feedback Management
Customer Segmentation
Customer Support Ticketing
Customizable Dashboards
Data Import/Export
Document Management
Email Marketing
Lead Management
Live Chat
Marketing Automation
Mobile Access
Order Management
Product Catalog
Quotes/Proposals
Reporting & Analytics
Role-Based Access Control
Sales Forecasting
Sales Pipeline Management
Social Media Integration
Survey Management
Task Management
Territory Management
Third-party Integrations
User Permissions
Workflow Automation
Insightly CRM Media
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Insightly CRM Screenshots
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Disclaimer
Our research is curated from diverse authoritative sources and meant to offer general advice. We don’t guarantee that our suggestions will work best for each use-case, so consider your unique needs when choosing products and services. Feel free to share your feedback.
Last updated: May 11, 2025
Insightly CRM Logo
886 Insightly CRM Reviews
4.2 out of 5
Mid Market (51-1000 emp.)
Dec 21, 2021
 Source
Overall Rating:
5.0
FM
Frank M.
Design Engineer
Share
"Pretty useful and and handy"
What do you like best about Insightly CRM?

easy for organization, you can keep track and the whole team their tasks, the pipeline.

What do you dislike about Insightly CRM?

Sometimes they change the format to view everything for a couple of days and disrupts the way you manage every tasks in your daily basis.

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

easy organization of pipeline, easy to keep track of every employer and their task handling. You can sectionate all the different stages of the business for easy comprehension

Small Business (50 or fewer emp.)
Dec 21, 2021
 Source
Overall Rating:
5.0
AO
Arahina O.
Youth Project Manager
Share
"Insightly CRM review"
What do you like best about Insightly CRM?

I enjoy the dashboard. It is simple to understand and shows you quantitative data to pull for reporting purposes. We also track the progress of our clients and can keep on top of the comms.

What do you dislike about Insightly CRM?

It is a little tricky to navigate the back end without training. If you have little to no experience with CRM systems, it can take a little while to learn the new approaches and identify a method that works for you.

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

We are using insightly as a data collection base for our organization. We can use insightly to track our progress with clients and the stage of engagement they are in with our organization.

Small Business (50 or fewer emp.)
Dec 21, 2021
 Source
Overall Rating:
5.0
KT
Kelly T.
Billing Specialist
Share
"Insightly has made a wonderful difference in our documentation and record keeping"
What do you like best about Insightly CRM?

quick record notes and reviews I love how i can rely on the information being protected and easily accessible

What do you dislike about Insightly CRM?

navigation from one tab to next when using search

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

memory and data storage Once increased, than the benefits of quick review of records

Small Business (50 or fewer emp.)
Dec 17, 2021
 Source
Overall Rating:
5.0
Kristie W. avatar
Kristie W.
Team Lead
Share
"Insightly review from SH"
What do you like best about Insightly CRM?

Easy to use and navigate. I appreciate how easy it is to add notes and organizations.

What do you dislike about Insightly CRM?

Sometimes the search bar doesn't work unless you are on the home page.

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

Not really solving problems, just making notes for other team members to have access.

Mid Market (51-1000 emp.)
Dec 16, 2021
 Source
Overall Rating:
5.0
SA
Shahzad A.
Director
Share
"An Excellent CRM solution"
What do you like best about Insightly CRM?

The interface is very user-friendly. There is no downtime since we have been using it for over seven years. It is customizable and integrates with useful data storage i.e google drive and one drive.

What do you dislike about Insightly CRM?

There is nothing to dislike about this software apart from a few more features that can be added to manage finance and marketing in the same CRM. The direct email option can be updated too with some additional user-friendly features.

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

Customer relationship management and opportunity management to serve the customers via a pipeline. Also, to keep circulating the tasks within the organization to get the best in-time solutions.

Small Business (50 or fewer emp.)
Dec 16, 2021
 Source
Overall Rating:
5.0
Michele B. avatar
Michele B.
Cpa
Share
"Insightly Helps Me Stay Organized"
What do you like best about Insightly CRM?

I love the different filters for running lists & sending emails directly from Insightly.

What do you dislike about Insightly CRM?

The limited number of results that are brought up when I type in a search term. All the results should be brought up rather than just the first few.

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

Keeping track of hundreds of different projects & tasks. It has saved me hundreds of hours in organizational time.

Small Business (50 or fewer emp.)
Dec 15, 2021
 Source
Overall Rating:
5.0
HA
Hollie A.
Business Development Manager
Share
"Easy to use"
What do you like best about Insightly CRM?

Very easy to use and navigate, the reports are useful for sales

What do you dislike about Insightly CRM?

It could be easier to add customers to the same CR number

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

Able to see easily customers I have contacted all week/month

Small Business (50 or fewer emp.)
Dec 15, 2021
 Source
Overall Rating:
5.0
MP
Mark P.
Account Manager
Share
"Simple and easy to Navigate"
What do you like best about Insightly CRM?

I like the simplicity of the navigation on the pages, I find being able to search for an account using just a post code or a couple of letters the most helpful part

What do you dislike about Insightly CRM?

Sometimes it will kick you back to the beginning

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

Currently, I am not solving any issue with CRM so am unable to give an honest answer

Small Business (50 or fewer emp.)
Dec 15, 2021
 Source
Overall Rating:
5.0
Hicham I. avatar
Hicham I.
Principal Ceo
Share
"Very Good CRM for Sme`s"
What do you like best about Insightly CRM?

Leads management and conversion , Centralised contact management , business pipeline and reports

What do you dislike about Insightly CRM?

There are some applications that we use like Sales QL , Linkedin sales navigator that we cannot integrate

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

We are solving our opportunities follow up , Tssks follow up and business pipeline reports

Small Business (50 or fewer emp.)
Dec 15, 2021
 Source
Overall Rating:
5.0
Bernard N. avatar
Bernard N.
Chief Operating Officer
Share
"Strong CRM!"
What do you like best about Insightly CRM?

I like being able to input contacts, add organizational details, and create tasks. The ability to schedule reminders for your tasks is beneficial. I use the software practically every day.

What do you dislike about Insightly CRM?

I wish i knew more about some of the other features/tabs in the program. Also, it feels like setting or updating reminder dates is glitchy. It feel like I have to update the task twice in order for the change to be implemented.

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

I am able to keep track of all my outreach efforts. I can plan how to talk to new and existing contacts, and create drip campaigns as needed. It saves me a lot of times and allows me to be efficient when I am building my contacts.

Small Business (50 or fewer emp.)
Dec 15, 2021
 Source
Overall Rating:
5.0
RA
Rosie A.
Remote Services Engineer
Share
"Easy to use and hub for all information"
What do you like best about Insightly CRM?

I find the comments section the most useful as different team members can update tickets with comments and then there is essentially a full handover of where the task is up to without needing to physically talk to another person

What do you dislike about Insightly CRM?

I find i use the dashboard section the least although i do not need to use it i find it the least useful to me

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

Solves issues with customers quickly and efficiently, the benefits of moving task to certain days is helpful and reminds me on which days tasks are to be done

Small Business (50 or fewer emp.)
Dec 14, 2021
 Source
Overall Rating:
5.0
BK
Bryan K.
Executive Coordinator
Share
"Best Digital Database"
What do you like best about Insightly CRM?

Easy input, especially during the pandemic when we've all been remote. The tags allow you to easily link people to one another and getting to group individuals by their corporation is fantastic. This definitely has helped while assisting 6 superiors who can look at Inisghtly for an easier reference while in different timezones. You can even link their social profiles which pops up their photo - it's so helpful, always. We won't use anything else at our company.

What do you dislike about Insightly CRM?

I have no complaints! Seriously, this is better than having someone's email pop up from recurring contact! Trust me, Insightly is it!!!

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

The problem is a lack of communication. With Insightly, you can insert everyone's contact information and be so detailed that no one has any questions afterward. This is the future of digital databases.

Small Business (50 or fewer emp.)
Dec 14, 2021
 Source
Overall Rating:
5.0
MG
Macy G.
High School + Post Secondary Program Director
Share
"Easy to Navigate and Explore"
What do you like best about Insightly CRM?

I like how much information we can store in the database and then run reports to better understand what is happening with the program.

What do you dislike about Insightly CRM?

Sometimes there are programs that can't be combined, but would make the system easier to use for one use.

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

I am solving the issues related to running reports for any given area of numerical values.

Small Business (50 or fewer emp.)
Dec 14, 2021
 Source
Overall Rating:
5.0
AB
Anthony B.
President
Share
"CAN'T LIVE WITHOUT IT"
What do you like best about Insightly CRM?

The most valuable component of Insightly is the tagging feature and the ease at which I can capture email from Gmail. The integration with Google products is seamless and has continually improved over the years as Gmail upgraded. I'm in the entertainment industry and having the ability to connect the dots for a talent manager allows me to track every facet of my client's career. The other feature I like a lot is the recent activities stream. Not much is talked about this feature, but most CRMs do not have this display. To me, it is far more important to see what is happening moment to moment with everyone and everything surrounding my company as compared to sales charts or pipeline graphs. I love the comment component a lot too. I use recent activities in the same way companies use "Slack" or "Microsoft Teams". I wish Insightly put more effort into expanding this feature because like Slack it optimizes communication within a company.

What do you dislike about Insightly CRM?

I don't like the inability to adjust the order of activities within an activity set. It would also be nice if the link feature for the Gmail sidebar was more user-friendly. The older version of the sidebar was very convenient to add links to an email. This version is cumbersome, though I get that it is more versatile. When linking emails I just like it to be quick and simple. What I do now is just quick save and then go into Insightly to link. But this is a whole extra step that takes me out of email mode. Not that big of a deal, but certainly would be nice to adjust so it was quicker. The other thing is the mobile App is not great. In reality, it is practically unusable. It has certainly improved over the years, but it's nowhere nearly as useful as the online version of the software. Why doesn't the Home screen offer a "recent activities" view option? Also, the sorting of contacts feature simply doesn't work at all. As currently constructed it is nothing more than a dressed-up phone book. This is by far the weakest offering by Insightly.

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

The CRM allows me to track my clients and their projects with optimum efficiency. For a minute I started using Asana for tracking projects until I realized Inisghtly was far superior and it allowed me to stay with one program.

Small Business (50 or fewer emp.)
Dec 14, 2021
 Source
Overall Rating:
5.0
MT
Mary T.
Business Manager
Share
"I find it very easy to use and the customization of the CRM has been very helpful for our company."
What do you like best about Insightly CRM?

The usability of finding customers has been very helpful. We are able to track a lot of information with the CRM that we weren't able to before.

What do you dislike about Insightly CRM?

It was a steep learning curve at first as there are so many components to it.

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

Keeping track of customers and what customers are active or not at any given time. We are now able to have a much more accurate picture of how things are going.

Small Business (50 or fewer emp.)
Dec 14, 2021
 Source
Overall Rating:
5.0
FA
Floor A.
Owner
Share
"Very user friendly"
What do you like best about Insightly CRM?

I needed something affordable and expandable that did not require an IT department to figure out. Insightly fit that perfectly.

What do you dislike about Insightly CRM?

Lack of full integration into Gmail. I wish I could reply seamlessly from gmail and it would update on Insightly.

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

No problems, benefits are the reason I signed up for a CRM: a planned program to follow up with new and existing clients.

Small Business (50 or fewer emp.)
Dec 14, 2021
 Source
Overall Rating:
5.0
MH
Mk H.
Program Specialist Manager
Share
"It allow all the employee to do follow up professionally ,"
What do you like best about Insightly CRM?

easy to use, easy to add not and share it with co-worker

What do you dislike about Insightly CRM?

I need to log in every time I need to use it; security is a high level

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

keep on updating the leads

Small Business (50 or fewer emp.)
Dec 14, 2021
 Source
Overall Rating:
5.0
OD
Omar D.
Operations Support
Share
"Awesome Customer Management"
What do you like best about Insightly CRM?

Easy to use, lots of tools to utilize, and ability to share all contacts among companies. We use the customer contacts and the opportunities tools mostly. Definitely more manageable and better than any others on the market.

What do you dislike about Insightly CRM?

Some employees have difficulty using the tools and inputting the contact information. Training was needed, but they were able to get the hang of it easily. Having the ability to remove unused tools would be the only suggestion I have.

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

Company contacts and opportunities are all in one place. Everyone can find it easily and add any new contacts.

Small Business (50 or fewer emp.)
Dec 14, 2021
 Source
Overall Rating:
5.0
Bryan C. avatar
Bryan C.
Owner And Designer
Share
"Using the system to organize contacts and projects"
What do you like best about Insightly CRM?

The most helpful part of using Insightly is the layout. The layout allows current users to be comfortable with trying new features, read the data easily and train new employees in using the system.

What do you dislike about Insightly CRM?

The dashboard needs to be updated and the data must be more easily manipulated.

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

We are able to realize an insight into the data to drive decisions that are based on facts. Love it!

Mid Market (51-1000 emp.)
Dec 14, 2021
 Source
Overall Rating:
5.0
GM
Guillermo M.
Solar System Designer
Share
"Amazing"
What do you like best about Insightly CRM?

I really like this CRM, it's super useful for this company and keeps things organized. I also love how it keeps track of the stats that way we can monitor our progress.

What do you dislike about Insightly CRM?

Sometimes it does go down at the worst times, we would love to have its downtime while we aren't super busy and needing the CRM at the moement. The bugs are sometimes confusing to fix

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

We are making customers accounts, and we realized that using this CRM is very useful to us and helps us track down every customer by number or othe information.

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