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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
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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: July 09, 2025
Insightly CRM Logo
886 Insightly CRM Reviews
4.2 out of 5
Enterprise (> 1000 emp.)
Nov 09, 2017
 Source
Overall Rating:
3.5
AG
Verified Reviewer
Founder
Share
"Insightly Review"
What do you like best about Insightly CRM?

Insightly is very easy to use and also has a great layout/design. Therefore it is attractive to use also.

What do you dislike about Insightly CRM?

I feel like there are some additional functionalities that insightly can add to their systems.

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

Helps to keep tasks and emails organized

Mid Market (51-1000 emp.)
Nov 09, 2017
 Source
Overall Rating:
3.5
AG
Verified Reviewer
Founder
Share
"Extremely helpful"
What do you like best about Insightly CRM?

I love the insight it provided into analytics

What do you dislike about Insightly CRM?

It took a certain amount of learning curve

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

figuring out what works best and when

Small Business (50 or fewer emp.)
Oct 27, 2017
 Source
Overall Rating:
3.5
AG
Verified Reviewer
Founder
Share
"Great free platform"
What do you like best about Insightly CRM?

For tracking calls and meetings, this is the best. It also has great company/contact connections. Easy to use and integrate.

What do you dislike about Insightly CRM?

I wish it had a kanban feature. It would also be helpful if there was a built in timer.

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

Tracking calls and meetings are easy to track with insightly!

Small Business (50 or fewer emp.)
Oct 03, 2017
 Source
Overall Rating:
3.5
AG
Verified Reviewer
Founder
Share
"Insightly for customer management"
What do you like best about Insightly CRM?

Easy to keep track of different customers and automate emails.

What do you dislike about Insightly CRM?

I think it could be better organized with the different labels and customer groups.

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

Honestly, we don't use it as often as when we first started. For our small startup it was extremely useful in managing leads and cold contacts.

Small Business (50 or fewer emp.)
Aug 25, 2017
 Source
Overall Rating:
3.5
AG
Verified Reviewer
Founder
Share
"Great Small Business CRM"
What do you like best about Insightly CRM?

Ease of use, reporting and overall flow of lead to project

What do you dislike about Insightly CRM?

Additional project management functionality would be helpful

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

Sales and Project tracking, monthly reporting on opportunities, completed projects etc

Small Business (50 or fewer emp.)
Jul 27, 2017
 Source
Overall Rating:
3.5
AG
Verified Reviewer
Founder
Share
"Feature Rich"
What do you like best about Insightly CRM?

Easy to navigate and has a lot of features that are worthwhile.

What do you dislike about Insightly CRM?

It lacks a large amount of connectivity to other platforms. Namely connectivity to Outlook.

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

Customer management and logging of calls/meetings/contacts. Better visualization of visits etc.

Mid Market (51-1000 emp.)
Jul 11, 2017
 Source
Overall Rating:
3.5
AG
Verified Reviewer
Founder
Share
"Insightly Review"
What do you like best about Insightly CRM?

Insightly easily allows me to easily organize and manage my customers and has helped greatly streamline my sales process. The tasking system is easy and quick to use and, as a sales rep that works with many new customers on a daily basis, adding new contacts is a breeze.

What do you dislike about Insightly CRM?

I dislike being forced to have separate contacts for the organization and those who work at the organization. Also, an update that was pushed a couple months ago really threw a wrench in my CRM process, and almost made me switch to a new CRM -- the amount of data entry that had to be redone to make Insightly work for my needs was huge and very costly to my company.

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

Previously, I was organizing my contacts using an Excel spreadsheet, which was very inefficient for what I needed. I work with ~2,000 different customers on a yearly basis, and Excel was simply not automated enough to handle that quantity. Insightly has allowed me to easily task my follow-ups with customers which was something I was previously unable to do.

Small Business (50 or fewer emp.)
Jul 10, 2017
 Source
Overall Rating:
3.5
AG
Verified Reviewer
Founder
Share
"Works good if you have the time to do a lot of data entry"
What do you like best about Insightly CRM?

organizes my clients and can generate custom reports and lead sheets for sales

What do you dislike about Insightly CRM?

takes a lot of effort and time. Have to have someone to enter all the information. also, lead section is organized my persons name, cannot change that, would be better to be organized by company name since we don't always have a point of contact yet when we generate a business lead. Also easier to recognize the lead by company name.

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

Helps to keep organized with regards to sales leads and processes by doesn't help move things forward unless all your sales reps are constantly entering everything from their meetings and calls, and are well read on how to utilize the software and smartphone app

Small Business (50 or fewer emp.)
Mar 31, 2017
 Source
Overall Rating:
3.5
AG
Verified Reviewer
Founder
Share
"Unsightly to Insightly"
What do you like best about Insightly CRM?

Being able to see our database grow, funneling from our website.

What do you dislike about Insightly CRM?

No universal tagging during conversions from contacts, to leads, to companies, to projects

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

Better customer data management

Small Business (50 or fewer emp.)
Feb 18, 2017
 Source
Overall Rating:
3.5
AG
Verified Reviewer
Founder
Share
"Best CRM for Small Business"
What do you like best about Insightly CRM?

Tracks leads and projects through all the phases.

What do you dislike about Insightly CRM?

Doesn't scale to enterprise well or offer the ability for custom reports.

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

Track leads and clients through all the phases of the sales process and project development.

Mid Market (51-1000 emp.)
Jan 13, 2017
 Source
Overall Rating:
3.5
AG
Verified Reviewer
Founder
Share
"decent for tracking leads/contacts/opportunities/implementations"
What do you like best about Insightly CRM?

It's relatively easy to set up. Website is easy to navigate. It's intuitive to use.

What do you dislike about Insightly CRM?

Task management is much more difficult than it should be. Entering lots of tasks of once is laborious. Reporting is clunky.

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

Identifying opportunities and being able to track contacts and followups on that opportunity. Ability to streamline some of the repeated tasks that come with implementations. Biggest benefit has been that the process has become more systematic and repeatable.

Small Business (50 or fewer emp.)
Dec 01, 2016
 Source
Overall Rating:
3.5
AG
Verified Reviewer
Founder
Share
"Insightly review "
What do you like best about Insightly CRM?

I mainly use the task and project management tools

What do you dislike about Insightly CRM?

It's another separate site to go to when I've already got so many

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

Task & project management/delegation

Small Business (50 or fewer emp.)
Nov 26, 2016
 Source
Overall Rating:
3.5
AG
Verified Reviewer
Founder
Share
"Interesting Insightly Interactions"
What do you like best about Insightly CRM?

For newly starting or very small business use Insightly is a good option. It is definitely a good place to start with people who are not overly familiar with using a CRM to bring all of the client information to one location and are looking for an inexpensive and simple CRM solution.

What do you dislike about Insightly CRM?

It does not feel very intuitive and I found it to be rather limiting when I am used other CRMs. To the rest of the members of the team who are not used to interacting with CRM software they do not find it as limiting. Though they also agree that it doesn't feel very intuitive or expansive.

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

It is helping us bring all of the information more into one place so that everyone can access it real time. This has been a big boon to us as the company has grown some this last year.

Small Business (50 or fewer emp.)
Nov 10, 2016
 Source
Overall Rating:
3.5
AG
Verified Reviewer
Founder
Share
"Operations"
What do you like best about Insightly CRM?

Easy to use. Love that it has a phone app.

What do you dislike about Insightly CRM?

Cannot print to do list. Lots of clicking through screens to make changes to existing information.

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

Prospect database Great way to store call notes and follow-up date.

Mid Market (51-1000 emp.)
Apr 26, 2016
 Source
Overall Rating:
3.5
AG
Verified Reviewer
Founder
Share
"Insight Granted! "
What do you like best about Insightly CRM?

Super. Sleek. Intelligent. Cheap. I'm a big fan of Salesforce.com but was recently pushed into giving insightly a try. Most companies will offer a CRM solution with too many unnecessary bells and whistles that I feel are used to simply increase the price. Insightly offers something very clean and intelligent without the fluff.

What do you dislike about Insightly CRM?

The support model is slow and cumbersome. Email only support and only available on west coast time.

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

We needed better sales funnel transparency. We also needed to drop the cost of our current CRM as it was becoming expensive.

Small Business (50 or fewer emp.)
Jan 18, 2016
 Source
Overall Rating:
3.5
AG
Verified Reviewer
Founder
Share
"Adequate CRM for small businesses"
What do you like best about Insightly CRM?

Insightly allows our sales to project managers to accounting team all be on the same page with clients instead of sharing gmail contacts inefficiently and not cross-organizationally. Transitioning the opportunities to projects is really helpful for our company. We also like being able to link emails and upload our contract for each project. Assigning owners is helpful and we also use the tag feature to distinguish types of projects.

What do you dislike about Insightly CRM?

The Quickbooks link breaks frequently. We have a lot of contracts that require the Project Managers to stay on top of billing issues so we still have to revert back to them asking accounting directly rather than having easy access to it on their phone or computer. The reports for sales conversions are pretty good, but for retention and clients who sign multiple contracts or duration of client lifecycle, etc. longterm profiles aren't there. We've also experienced timing out when we try to search and there is a delay when you're trying to link accounts or contacts to companies.

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

We're solving a disconnect between departments. It's essential that our clients feel like everyone across the organization has the same understanding about who they are and what their needs are from the receptionist to their project manager.

Small Business (50 or fewer emp.)
Feb 26, 2015
 Source
Overall Rating:
3.5
AG
Verified Reviewer
Founder
Share
"Use for potential candidates and freelancer organization/database"
What do you like best about Insightly CRM?

The organization and ease of finding records.

What do you dislike about Insightly CRM?

Sometimes it can be a tad clumsy but once you get used to it seems fine.

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

A new tool as a database for freelancers.

Mid Market (51-1000 emp.)
Nov 17, 2022
 Source
Overall Rating:
3.0
AG
Verified Reviewer
Founder
Share
"Insightly is good but I don't know any different."
What do you like best about Insightly CRM?

Insightly is fast and works better than our other programs at work.

What do you dislike about Insightly CRM?

I wish it refreshed itself so I did not have to waste time refreshing all the time.

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

Insightly helps our team collaborate quickly and effectively across several states.

Small Business (50 or fewer emp.)
Nov 16, 2022
 Source
Overall Rating:
3.0
AG
Verified Reviewer
Founder
Share
"Flexibly but clunky"
What do you like best about Insightly CRM?

Very flexible and customizable. You can add lots of custom fields on objects and set up automations.

What do you dislike about Insightly CRM?

Lots of irregularity and warts. E-mail integration works for Google Business but not other accounts; have to forward E_mails manually to Insightly to get them to appear, and they intentionally block auto-forwarded E-mails for some reason. Can link people and projects, but can't link people and custom objects. Also, the UI is just plain slow.

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

It's a CRM.

Small Business (50 or fewer emp.)
Jun 15, 2022
 Source
Overall Rating:
3.0
AG
Verified Reviewer
Founder
Share
"I would wish that when imputting information it did not delete itself"
What do you like best about Insightly CRM?

I enjoy that the system is easy to learn and manage. The spacing between information is also apparent and precise. I also enjoy the fact that I can have the same system open in multiple tabs at the same time.

What do you dislike about Insightly CRM?

I cannot stand that sometimes I input information; it erases itself. Installers seem to be the main thing to input and disappear as soon as you press save, and no matter how many times you input the correct information, it acts as a piece of tape not knowing how to stick.

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

I love that I can write all the notes I need to. To be completely aware of what is taking place at all times is an extreme benefit. It also makes it easier to be able to stay organized.

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