Insightly CRM Reviews

Name: Insightly CRM
Brand: Insightly
Rating: 4.5 (1 reviews)

Vendor: Insightly

4.5 out of 5

1 review
100% willing to recommend

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What is Insightly CRM?

Insightly CRM provides organizations with robust tools to optimize customer relationship management, enhancing efficiency and data integration across various business processes.

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Insightly CRM is the #65 ranked solution in top CRM solutions. PeerSpot users give Insightly CRM an average rating of 9.0 out of 10. Insightly CRM is most commonly compared to Oracle CRM: Insightly CRM vs Oracle CRM.

Buyer's Guide

CRM

April 2026

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Helped 893,221 peers since 2012

Insightly CRM mindshare

As of May 2026, the mindshare of Insightly CRM in the CRM category stands at 0.4%, up from 0.3% compared to the previous year, according to calculations based on PeerSpot user engagement data.

CRM Mindshare Distribution
Product	Mindshare (%)
Insightly CRM	0.4%
Microsoft Dynamics CRM	2.7%
Salesforce Sales Cloud	2.4%
Other	94.5%

CRM

Key learnings from peers

Valuable Features

"The most valuable feature is the speed of adoption, the simple user interface, and the flexibility of use."

Room for Improvement

"Project management in Insightly could use some improvement. It can be integrated with other applications to make it more flexible, but it requires a lot of work redoing the framework from Insightly and creating more custom objects to make it do what you want."

These insights are based on the in-depth reviews provided by peers to help you make a better buying decision.

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Learn more about Insightly CRM

Designed to streamline sales, marketing, and project management, Insightly CRM enables businesses to build meaningful customer interactions while maintaining seamless data continuity. It offers a flexible approach to managing customer information and integrates with numerous platforms to support diverse business operations and growth strategies.

What are the key features of Insightly CRM?

Contact Management: Centralizes contact information, enabling easy access and organization.
Email Tracking: Monitors email communications, providing valuable insights into customer interactions.
Task and Project Management: Facilitates planning and execution of projects with efficient task allocation.
Automatic Lead Routing: Streamlines lead distribution to appropriate team members, enhancing response times.
Dashboard and Reporting: Delivers customizable reports and dashboards for data-driven decision-making.

What benefits and ROI can users expect from Insightly CRM?

Enhanced Collaboration: Fosters teamwork by sharing crucial information across departments.
Improved Efficiency: Reduces manual tasks through automation, boosting productivity.
Scalable Growth: Supports business expansion with versatile functionalities that adapt to changing demands.
Insightful Analytics: Provides comprehensive data analysis for strategic customer insights and trends.

In industries such as manufacturing, finance, and healthcare, Insightly CRM facilitates tailored implementations to meet specific sector requirements, allowing businesses to manage customer interactions effectively while ensuring compliance with industry regulations and standards.

Insightly CRM customers

Kings, Savanta, Nimble, 4over, Annexus Health, Atlanta Eats, Book Fuel

Product Categories

CRM

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Insightly CRM Reviews Summary
Author info	Rating	Review Summary
Lead Consultant for Cloud Implementations at ZeroClick.ai	4.5	I find Insightly CRM effective for various industries due to its speed of adoption and user-friendly interface, though its project management features need enhancement. It offers significant ROI, allowing businesses to maintain lean teams while boosting revenue.