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  1. Home
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  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

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 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.

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

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Key Insights

A Snapshot of What Matters - Based on Validated User Reviews

Top Insightly CRM Alternatives

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Peer Discussions

Insightly CRM Reviews and Ratings

4.2

(721 Ratings)

Rating Distribution

5 Star
45%
4 Star
46%
3 Star
8%
2 Star
1%
1 Star
0%
Why ratings and reviews count differ?
  • National Sales Manager
    50M-1B USD
    Transportation
    Review Source

    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.
  • National Sales Manager
    50M-1B USD
    Transportation
    Review Source

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

Insightly CRM Likes & Dislikes

Like

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.

Like

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.

Like

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.

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.