• HOME
  • CATEGORIES

    • CATEGORIES

    • Browse All Categories
  • FOR VENDORS

    • FOR VENDORS

    • Log In to Vendor Portal
    • Get Started
  • REVIEWS

    • REVIEWS

    • Write a Review
    • Product Reviews
    • Vendor Directory
    • Product Comparisons
  • GARTNER PEER COMMUNITY™
  • GARTNER.COM
  • Community GuidelinesListing GuidelinesBrowse VendorsRules of EngagementFAQPrivacyTerms of Service
    ©2026 Gartner, Inc. and/or its affiliates.
    All rights reserved.
  • Categories

    • No categories available

      Browse All Categories

      Select a category to view markets

  • For Vendors

    • Log In to Vendor Portal 

    • Get Started 

  • Write a Review

Join / Sign In
  1. Home
  2. /
  3. Insightly CRM
Logo of Insightly CRM

Insightly CRM

byInsightly
in
4.2

Overview

Product Information on Insightly CRM

Updated 13th October 2025

What is Insightly CRM?

Insightly CRM is a software designed to assist organizations in managing customer relationships, tracking communications, and streamlining business processes. The software offers features such as contact management, project management, workflow automation, and reporting tools. Insightly CRM enables users to centralize data related to contacts, leads, and opportunities, facilitating improved collaboration and communication across teams. The software integrates with email platforms and popular productivity applications, supporting scalability for various business sizes. Insightly CRM aims to solve business problems related to organizing sales information, automating repetitive tasks, and providing visibility into ongoing projects and customer interactions.

Insightly CRM Pricing

Insightly CRM software offers tiered subscription-based pricing with several plans that vary by feature set and user limits. The software is priced per user and is billed monthly or annually, depending on customer selection. Plans include core CRM functionalities, with advanced features available in higher tiers. A free trial is available for new users to assess the software before committing to a paid plan.

Overall experience with Insightly CRM

Courtiere En Prets Immobiliers
250M - 500M USD, Finance (non-banking)
FAVORABLE

“Effective prospecting and lead nurturing with smooth integration capabilities”

4.0
May 18, 2026
This text serves as a placeholder and does not reflect the user’s review responses or opinions. This text serves as a placeholder and does not reflect the user’s review responses or opinions. This text serves as a placeholder and does not reflect the user’s review responses or opinions.
ENGINEER
250M - 500M USD, Services (non-Government)
CRITICAL

“Insightly CRM: Bridging CRM and Project Management Capabilities”

3.0
Nov 16, 2024
This text serves as a placeholder and does not reflect the user’s review responses or opinions. This text serves as a placeholder and does not reflect the user’s review responses or opinions. This text serves as a placeholder and does not reflect the user’s review responses or opinions.

Key Insights

A Snapshot of What Matters - Based on Validated User Reviews

Top Insightly CRM Alternatives

Logo of Salesforce Sales Cloud
1. Salesforce Sales Cloud
4.4
(1935 Ratings)
Logo of Microsoft Dynamics 365 Sales
2. Microsoft Dynamics 365 Sales
4.4
(563 Ratings)
Logo of Zoho CRM
3. Zoho CRM
4.4
(556 Ratings)
View All Alternatives

About Company

Company Description

Updated 7th December 2023

Insightly is a contemporary customer relationship management (CRM) business that aims to assist companies of different sizes in forming enduring customer connections and enhancing growth. Insightly's ready-to-go functionalities let users adjust their experience for every customer interaction role. The services provided by Insightly are simple to use, easy to initiate, highly modifiable to different industries, promising speedy time to value at a reduced total cost of ownership. Since its establishment in 2009 in San Francisco, Insightly has received funding across several rounds from a variety of venture capital firms such as Emergence Capital Partners, Cloud Apps Capital Partners, and Sozo Ventures.

Company Details

Updated 26th February 2025
Company type
Private
Head office location
San Francisco, United States
Number of employees
51 - 200
Website
http://www.insightly.com

Do You Manage Peer Insights at Insightly?

Access Vendor Portal to update and manage your profile.

Peer Discussions

Insightly CRM Reviews and Ratings

4.2

(722 Ratings)

Rating Distribution

5 Star
45%
4 Star
46%
3 Star
8%
2 Star
1%
1 Star
0%
Why ratings and reviews count differ?
  • Courtiere En Prets Immobiliers
    50M-1B USD
    Finance (non-banking)
    Review Source

    Effective prospecting and lead nurturing with smooth integration capabilities

    4.0
    May 18, 2026
    The software is a great customer relationship management and sales automation tool. It enable us to manage our sales contacts and monitor our sales pipeline in real-time. Through use of the product we have been able to enhance collaboration, optimize leads and fully automate sales pipeline management. Use of Insightly CRM has ensured maximum flexibility in our organisation and turned customer relationships into value. The product integrates well with Zendesk Sell, Benchmark Email, Anita and ActiveCampaign among other tools.
  • Courtiere En Prets Immobiliers
    50M-1B USD
    Finance (non-banking)
    Review Source

    Effective prospecting and lead nurturing with smooth integration capabilities

    4.0
    May 18, 2026
    The software is a great customer relationship management and sales automation tool. It enable us to manage our sales contacts and monitor our sales pipeline in real-time. Through use of the product we have been able to enhance collaboration, optimize leads and fully automate sales pipeline management. Use of Insightly CRM has ensured maximum flexibility in our organisation and turned customer relationships into value. The product integrates well with Zendesk Sell, Benchmark Email, Anita and ActiveCampaign among other tools.
  • Read All 712 Reviews

    Get unlimited access to verified peer reviews and insights

    Read unlimited Gartner-vetted product reviews
    View and share valuable product insights
    Download full product profiles
    Review products you use today

Recommended Gartner Insights

  • Critical Capabilities for Sales Force Automation Platforms (Transitioning to CRM Sales Platforms)
  • Magic Quadrant for Sales Force Automation Platforms (Transitioning to CRM Sales Platforms)
Powered by Google TranslateThis service may contain translations provided by Google. Google disclaims all warranties related to the translations, express or implied, including any warranties of accuracy, reliability, and any implied warranties of merchantability, fitness for a particular purpose and noninfringement. Gartner's use of this provider is for operational purposes and does not constitute an endorsement of its products or services.

Gartner Peer Insights content consists of the opinions of individual end users based on their own experiences, and should not be construed as statements of fact, nor do they represent the views of Gartner or its affiliates. Gartner does not endorse any vendor, product or service depicted in this content nor makes any warranties, expressed or implied, with respect to this content, about its accuracy or completeness, including any warranties of merchantability or fitness for a particular purpose.

This site is protected by hCaptcha and its Privacy Policy and Terms of Use apply.


Software reviews and ratings for EMMS, BI, CRM, MDM, analytics, security and other platforms - Peer Insights by Gartner
Community GuidelinesListing GuidelinesBrowse VendorsRules of EngagementFAQsPrivacyTerms of Use

©2026 Gartner, Inc. and/or its affiliates.

All rights reserved.

Reviewer Insights for: Insightly CRM
Deciding Factors: Insightly CRM Vs. Market Average
Performance of Insightly CRM Across Market Features

Insightly CRM Likes & Dislikes

Like

I like the effectiveness of the software in marketing automation and lead scoring. Instantly CRM has very effective prospecting tools and lead nurturing features. Good customer support services, ease of use and effectiveness in account management. Reliability of the product when it comes to analytics and reporting. The product allows customization and ensures effective market opportunity management.

Like

I like the effectiveness of the software in marketing automation and lead scoring. Instantly CRM has very effective prospecting tools and lead nurturing features. Good customer support services, ease of use and effectiveness in account management. Reliability of the product when it comes to analytics and reporting. The product allows customization and ensures effective market opportunity management.

Like

I like the effectiveness of the software in marketing automation and lead scoring. Instantly CRM has very effective prospecting tools and lead nurturing features. Good customer support services, ease of use and effectiveness in account management. Reliability of the product when it comes to analytics and reporting. The product allows customization and ensures effective market opportunity management.

Dislike

A few negative aspects I can highlight are: 1) Limited customization, the options it offers in this regard are quite basic. 2) Occasional perfomance issues when working with larger datasets, which cause slowdowns. 3) Basic reporting and analysis capabilities. 4) Some features, such as guided selling, advanced automation, AI-driven insights are either missing or undeveloped compared to its competitors.

Dislike

A few negative aspects I can highlight are: 1) Limited customization, the options it offers in this regard are quite basic. 2) Occasional perfomance issues when working with larger datasets, which cause slowdowns. 3) Basic reporting and analysis capabilities. 4) Some features, such as guided selling, advanced automation, AI-driven insights are either missing or undeveloped compared to its competitors.

Dislike

A few negative aspects I can highlight are: 1) Limited customization, the options it offers in this regard are quite basic. 2) Occasional perfomance issues when working with larger datasets, which cause slowdowns. 3) Basic reporting and analysis capabilities. 4) Some features, such as guided selling, advanced automation, AI-driven insights are either missing or undeveloped compared to its competitors.