Insightly
★★★★★ 4.6 · 20 Reviews
What is Insightly?
We designed Insightly as a powerful easy to use CRM system for growing business. With integrations to G Suite, Office 365, MailChimp, and major social media sites; great mobile apps for tablets and smart phones; and easy access to a REST API for custom integration, over 1.2M users in over 200 countries rely on Insightly every single day We believe web based software is the best choice for growing businesses, because you don’t have to worry about anything technical like server upgrades or security fixes. We take care of all the IT stuff like backups, upgrades, and security so you can concentrate on what matters – running your business and getting on with the job. Thousands of businesses rely on Insightly to manage their contacts, tasks and projects, and our infrastructure is built for the task. The Insightly server farm is located in a United States SSAE 16 type II audited data centre with redundant power and cooling, active fire detection and suppression, and staffed 24×7 by senior systems and network engineers. We utilize storage infrastructure that is highly durable and fault tolerant, with multiple levels of redundancy built in – like writing every file to multiple storage facilities in different locations synchronously to ensure against data loss. Our databases are also backed up daily and securely transferred and stored with military grade AES-256 encryption to multiple off-site locations for disaster recovery purposes. Finally, all our services are remotely monitored from 14 different locations on four continents around the world, to track uptime and response times and alert us of any abnormalities in service or performance, all in real-time.
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Insightly Reviews (20)
- ★★★★★13
- ★★★★★6
- ★★★★★1
- ★★★★★0
- ★★★★★0
Review Summary
Generated using AI from real user reviews
Insightly earns consistent praise for ease of use and tight Google Workspace integration, but stumbles on reporting depth and support responsiveness as teams scale. The reviews split into two groups: detailed accounts from established users noting real trade-offs, and shorter endorsements emphasizing simplicity and mobile access.
Strengths centre on onboarding speed and intuitive design. Users repeatedly highlight how quickly new team members become productive without formal training, and how the G Suite sync eliminates manual email and contact syncing. The mobile app is a genuine differentiator—several reviewers mention logging updates and managing pipelines from client sites or airport lounges. Relationship linking and custom fields also earn mentions for flexibility on modest budgets, and uptime has been reliable across multi-year deployments.
Weak spots emerge in two areas. Reporting feels thin; multiple users want deeper pipeline visibility and smoother mobile reporting views. Permission controls are blunt for growing teams—granting access to one project type often opens doors elsewhere, creating friction as headcount rises. Customer support response times lag, particularly on technical questions; several reviewers describe templated initial replies before real traction.
The 5-star reviews tend to be brief and focused on mobile convenience and low cost, while the 3–4 star reviews offer more nuance. Insightly works well for small, mobile-heavy teams or non-profits with straightforward workflows. It becomes a constraint when you need granular permissions, sophisticated reporting, or rapid support escalation.
★★★★★
Tuesday, April 28, 2026
“Adding people to Insightly as my team grew was genuinely…”
Adding people to Insightly as my team grew was genuinely painless. Six months in, I've watched it absorb two new reps without a single permissions headache, and the G Suite sync kept everyone on the same contact records from day one. The mobile app holds up too, which matters when not everyone is desk-bound.
My one complaint: the reporting side feels a bit thin for a team that's starting to care about pipeline visibility. Nothing broken, just not as deep as I'd like. Still, for a small team finding its footing, this is solid value.
★★★★★
Sunday, April 26, 2026
“The integrations are what made me push for this over…”
The integrations are what made me push for this over every other option on the shortlist. Our scrappy little startup runs on G Suite for everything, MailChimp for outbound campaigns, and a handful of Slack-connected tools, so a CRM that couldn't talk to those was a non-starter. Insightly slots in without any real fuss. Contacts sync across from Gmail, campaign data surfaces inside contact records without me having to export anything, and the REST API let our one developer wire up a couple of custom touchpoints in an afternoon. Six months in, that connected feeling hasn't worn off.
What genuinely impressed me is how visible the integrations are to the whole team, not just to whoever set them up. A junior account exec can open a contact, see the last MailChimp campaign they received, check the email thread history, and pick up the conversation without hunting across three tabs. That saves real time when we're moving fast and people are covering for each other. The mobile app holds up too, which matters when half the team is out at events or client meetings.
The one gripe I'll flag honestly: customer support response times are slower than I'd like. I raised a question about a webhook configuration and waited nearly four days for a useful reply. For a growing team without a dedicated IT person, that lag is noticeable. It hasn't broken anything critical, and the documentation is decent enough to self-serve most issues, but if you're evaluating this and you know your setup will be complex, factor in that support might not move quickly. Overall though, I'd call it the right call for a company our size.
★★★★★
Sunday, April 26, 2026
“Honest surprise: the price-to-feature ratio here is genuinely hard to…”
Honest surprise: the price-to-feature ratio here is genuinely hard to argue with. Running Insightly on behalf of several clients over the past year, I kept expecting to hit a paywall that would embarrass me in front of a budget-conscious customer. Never happened. The tiered plans are clear, and the free tier alone handles more than most tools charge for. Contact management, task tracking, project pipelines, the G Suite integration, all sitting inside a plan that doesn't punish small teams. My clients notice the value immediately. Zero complaints from me on that front.
★★★★★
Saturday, April 11, 2026
“Uptime is the thing clients actually notice first, and Insightly…”
Uptime is the thing clients actually notice first, and Insightly has been quietly dependable for the two years I've been running it across multiple client accounts. Not once have I had to apologize for the system being down during a critical sales push. That matters more than any feature list.
My one gripe: there have been a handful of small UI bugs that lingered longer than I'd expect before getting patched. Nothing catastrophic, but noticeable. Still, the reliability track record is genuinely hard to argue with.
★★★★★
Thursday, April 9, 2026
“The relationship-linking feature is what I keep coming back to.…”
The relationship-linking feature is what I keep coming back to. Two years into managing our donor and volunteer network, I still find new ways to use it. You can connect a contact to a project, tie that project to an organization, and suddenly the full picture is right there. No digging through spreadsheets. For a non-profit with limited staff, that kind of visibility is huge.
Onboarding new team members is quick because the interface makes sense immediately. Customer support has been responsive whenever I've reached out. Genuinely one of the better decisions I've made for our operations.
★★★★★
Monday, March 9, 2026
“Five-plus years in, and the UI still doesn't annoy me.…”
Five-plus years in, and the UI still doesn't annoy me. That's genuinely rare. Insightly keeps the day-to-day stuff, logging contacts, updating pipelines, checking tasks, accessible without hunting through menus or fighting weird layouts. Our scrappy sales crew picked it up fast when they joined, which tells you something.
The G Suite sync is what keeps my mornings clean. Everything I need surfaces where I expect it. There are moments I wish the reporting side had a little more flexibility, but honestly that's a minor gripe against a product I've trusted through a lot of growth.
★★★★★
Saturday, February 21, 2026
“Onboarding new staff is where Insightly earns its keep. When…”
Onboarding new staff is where Insightly earns its keep. When my organization added six more coordinators over the past year, the learning curve was genuinely short, contacts and tasks are laid out logically, and the G Suite integration meant nobody had to change how they handle email. For a non-profit juggling donor relationships, program timelines, and volunteer records all at once, having one place that most people can navigate without training sessions is not a small thing.
That said, scaling brings its own friction. Permission controls are blunt. I cannot give a junior coordinator read access to one project type without opening up more than I want them to see, and that has caused some awkward conversations. Customer support response times also slowed noticeably when I had multiple tickets open at once, which happened a lot during our busiest enrollment period. The value is fair for a small team, but as headcount grows, the gaps start to show.
★★★★★
Sunday, January 11, 2026
“Nobody warned me the first week with a new CRM…”
Nobody warned me the first week with a new CRM could actually go smoothly. Insightly surprised me. Our sales ops lead handed me a login on a Monday, and by Wednesday I had my pipeline set up, contacts imported, and a few tasks already linked to open opportunities. The G Suite sync worked right out of the box, which I did not expect. Onboarding documentation is genuinely readable, not the usual wall of jargon, and the in-app tips nudged me toward features I would have ignored for months otherwise.
About a year later, the CRM still earns its place in my daily routine. One honest gripe: customer support response times can drag when you hit something specific, like a tricky API integration question my dev contact had. The first reply often felt templated before things actually moved. Everything else, the contact management, project tracking, mobile app, holds up well for a mid-market team juggling a lot of moving pieces. Worth a serious look if you are evaluating options.
★★★★★
Tuesday, December 23, 2025
“Admin setup is where most CRMs quietly lose you, and…”
Admin setup is where most CRMs quietly lose you, and Insightly is the first one I've found that actually doesn't. Three years ago I inherited a contacts database living across four spreadsheets and a shared inbox. Getting Insightly configured to match how my company actually works, custom fields, pipeline stages, user roles, the lot, took me a weekend. That's it. One weekend. The permissions model is clear enough that I can hand a new salesperson a login with exactly the access they need without worrying they'll accidentally nuke a pipeline someone's been nurturing for months.
What I appreciate most day-to-day is the flexibility for a team our size. We've grown from twelve people to just under forty since I set this up, and adjusting permissions as roles changed has been genuinely low-friction. Onboarding new users takes maybe twenty minutes once I've scoped their access level. The G Suite integration also keeps things tidy on the admin side, so I'm not manually syncing calendars or chasing people to log emails. It mostly just happens.
The one area where I'd push Insightly to do better is the role hierarchy. Right now the permission tiers feel a bit blunt for a team that has grown into more nuanced internal structures. I'd love a middle tier between the standard user and admin that lets me delegate some configuration tasks without giving someone full admin rights. Customer support has been fine when I've raised this, responsive and friendly, but after three years the feature request hasn't landed yet. Still, for a growing startup that wants a CRM that won't fight you on the basics, this is a solid pick.
★★★★★
Thursday, December 18, 2025
“My whole job happens on the road. Airport lounges, client…”
My whole job happens on the road. Airport lounges, client sites, a coffee shop when I'm lucky. The Insightly mobile app is genuinely the reason I've stuck with this platform for over three years now. Contacts, pipeline updates, task logs, all accessible without needing to crack open a laptop. When my small sales crew needs a quick note on a deal after a call, it's logged in thirty seconds. The G Suite sync keeps everything tidy without me touching a desktop. For a startup that's grown from a handful of people to around forty, the fact that onboarding a new rep on mobile takes almost no time is underrated.
The one thing that still bugs me is the mobile reporting view. It's functional, but pulling together a quick pipeline summary on my phone before a Monday catch-up is clunkier than it should be. The desktop experience is cleaner there. Customer support response times are decent but not always fast on complex questions. Still, day-to-day this thing holds up well for a distributed, growing team.
