Name: Insightly CRM
Rating: 4.2 (721 reviews)

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.

Overall experience with Insightly CRM

National Sales Manager

500M - 1B USD, Transportation

FAVORABLE

“Effective CRM Solution for Small Teams With Minimal Data Analysis Features”

5.0

Jan 20, 2026

This is an excellent modern CRM, or customer relationship manager. Insightly is fully capable of bolstering any company size, from small to large. And for a very affordable price, with intuitive handling. We were very happy with the efficacy and the price. Overall a top leader in CRM tech and services.

ENGINEER

250M - 500M USD, Services (non-Government)

CRITICAL

“Insightly CRM: Bridging CRM and Project Management Capabilities”

3.0

Nov 16, 2024

Insightly CRM has ptovided me with a solid platform for managing customer relationships, as well as project tracking, workflow automation, etc.

About Company

Company Description

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

Company type

Private

Head office location

San Francisco, United States

Number of employees

51 - 200

Website

http://www.insightly.com

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Reviewer Insights for: Insightly CRM

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Insightly CRM Likes & Dislikes

It's really easy to learn to use, and is good since our departments make up our smaller work forces, compared to our operational teams. It's simple, and not in a bad way, there's little clutter and that helps with focus. Very good for small teams.

I can list 3 aspects: 1) Seamless integrations with popular tools such as Gmail, MS Office, etc, which makes it easy to sync data and manage workflows. 2) Combination of CRM and project management capabilities to allow me and other users to manage leads, track tasks, oversee project progress... al in one place. 3) Ease of use and accesibility.

The interface is clean and modern, making it very easy to work with. The project management tool has saved us money, as we no longer need a separate solution for this.

It's got some limits, and we slowly move past it as we develop new needs. It also doesn't have extensive customization, and it does have some limits to tools and options that are semi normal. It does not mine data at a high level for interpretation, but does offer some lenses to look through. Not much to complain about except nuances and limits.

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.

Can get expensive if you decide to use the advanced features, but we have not run into this yet.

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Recommended Gartner Insights

50M-1B USD

Transportation

Review Source

Effective CRM Solution for Small Teams With Minimal Data Analysis Features

Manager, Customer Service And Support

<50M USD

Manufacturing

Customizable Workflows Offer Flexibility, Though Advanced Features Raise Expenses

Jan 27, 2026

We purchased Insightly just over a year ago to fulfill our need for a CRM tool, and it has been fantastic. The built-in project management function has saved us money as we do not need another application for this and the customizability of the workflows and functions has allowed us to tailor the product to our needs.

Business Development Associate

Software

Comprehensive Integrations Simplify Workflow

4.0

Jan 28, 2026

Easy to navigate, tailor views and manage workflows. It also does project management and tracking which is a handy feature

Digital Marketing Manager

Telecommunication

My Experience With Insightly CRM - A Great Sales Force Automation Solution

Feb 26, 2026

Since deployment, Insightly CRM has streamlined our sales processes thanks to its automation capabilities. It promotes team efficiency, automates workflows, is easily customized and it bridges the gap between sales and post-sales delivery. Being a comprehensive sales tool makes Insightly CRM irresistible for business use.

SALES MANAGER

Insightly Features Intuitive Design and Simple Automation for Smaller Teams

Oct 30, 2025

Insightly offers a clean, intuitive CRM that's ideal for small and mid sized organizations, we unfortunately outgrew the platform but starting out it served us well.