Insightly CRM: Product updates, Customer stories, and Insights | 2026 Cuspera

Name: Insightly CRM
Brand: Insightly CRM
Rating: 4.15 (11213 reviews)

4.15 5

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(11213)

Product and Vendor News

Insightly introduces AI into its CRM platform - TechRadar 17/12/2025
Unbounce Fast-Tracks AI and Feature Innovation to Empower GTM Teams 06/10/2025
<b>Unbounce</b> Fast-Tracks AI and Feature Innovation to Empower GTM Teams - PR Newswire 09/07/2025
The Conversation: New Unbounce CEO and veteran executive Steve Oriola on how his company can rebound from layoffs and a turbulent tech sector - BCBusiness 08/08/2024

Customer stories

Product Business Settings

Insightly CRM is popular in Information Technology And Services, Financial Services, and Education industries and is widely used by Small Business, Mid Market, and Enterprise.

Integrations

SMS Marketing

Lead Generation

CRM

Other Demand Generation

Insightly CRM Product Overview

Insightly, the modern CRM, helps teams sell smarter and grow faster. Watch a demo-on-demand to build lasting customer relationships affordably.

How satisfied the customers are with Insightly CRM use-cases

Reviews

"We wanted one system that could do everything that we were doing with three separate systems, so we went with Insightly. Insightly’s price point was also very appealing and allowed us to reduce our costs by 40%." - Jamie Paton

"Insightly does everything in the most intuitive way possible." - Seth Rodden

Insightly CRM Customer Insights, Testimonials and Case Studies

How does Insightly CRM address your Contact List Management Challenges?

Insightly CRM facilitates contact list management by enabling users to organize contacts, link them to businesses and projects, and track interactions. Users can import existing contacts, create new ones, and send emails directly from the platform. Despite its strengths, Insightly CRM has limitations, including the inability to effectively track contacts without linking them to opportunities.

"...Also, you can link it to your website and create contact records directly from the folks visiting!..." Peer review by Bonnie Noble, Management Consulting

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What makes Insightly CRM ideal for Engagement Management?

Insightly CRM facilitates engagement management by enabling users to track and follow up on leads, opportunities, and contacts. This CRM solution helps organize interactions with customers and track engagement with email communications. However, setting up the system can be time-consuming.

"...With Activity sets we are able to automate follow up to some extent especially using canned responses...." Peer review by Gary Cudworth, On site and Online Sales Counselor for Meadowbrook Builders, Meadowbrook Builders

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What solutions does Insightly CRM provide for Workflow Management?

Insightly CRM provides workflow management capabilities through features such as customizable workflows, automation tools, and task assignment functionality. These features enable businesses to manage relationships, track leads and opportunities, and streamline processes. However, the software's complexity can hinder user understanding and lead to slowed workflows.

"...We have been able to completely customize the workflow process and steps to complete projects...." Peer review by Ann Matuszak, CEO, Pixologie, Inc.

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What Are the key features of Insightly CRM for Lead Tracking?

Insightly CRM is designed to track leads, opportunities, and contacts. The software includes features for managing sales pipelines, following up with prospects, and generating reports. Insightly's lead tracking capabilities lack robust deal flow tracking functionality.

"...With Insightly, Glass-Media is able to track leads, organizations and opportunities stemming from its marketing initiatives...." Peer review by Manuel V., Director of Sales, Marketing and Advertising

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How does Insightly CRM facilitate Communication Management?

Insightly CRM facilitates communication management through email tracking, templates, and integration with email platforms like Gmail. Users can track email opens, link emails to records, and generate email campaigns. However, Insightly has limitations in tracking email link clicks and managing responses from clients.

"...Our team manages the outreach for beWellnm, which includes making phone calls, sending emails, and mailing packets of information...." Case Study The Waite Company

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What is Insightly CRM?

Insightly is a customer relationship management (CRM) tool designed for marketing, Sales, and Project Management professionals to assist in complex sales and marketing campaigns.

The platform offers lead management and its data manipulation features include project management capabilities. It helps build relationship with the customers through every step of the customer journey. Some of the features includes relationship linking, contact management, email tracking, opportunity management, quote generation, workflow automation, advanced reporting, and call management. A mobile CRM app is also available to scan business cards and to take audio notes.

The software provides Gmail and Outlook plugins, and tools that helps to integrate with other systems. The marketing campaign effectiveness can be measured using segmenting and speaking with the audiences, sharing content on every interaction and utilizing the customizable dashboard. The business processes can be streamlined further with the help of custom objects and apps.

What is Insightly CRM used for?

Insightly CRM is a CRM Software mainly used by its customers to Enhance Customer Relationships and Acquire Customers by Contact List Management, Engagement Management and Workflow Management .

What are the top features of Insightly CRM?

Recording, Personalization and Dashboard are some of the top features of Insightly CRM.

Who uses Insightly CRM?

Insightly CRM is used by Information Technology And Services, Financial Services and Education among other industries.

What are Insightly CRM alternatives?

Less Annoying CRM, Teamgate CRM, Monday Sales CRM and ClickUp are popular alternatives for Insightly CRM.

Where is Insightly CRM located?

Insightly CRM is headquartered at 400-401 West Georgia Street, Vancouver, BC, Canada, V6B 5A1.

8 buyers and buying teams have used Cuspera to assess how well Insightly CRM solved their CRM needs. Cuspera uses 11213 insights from these buyers along with peer reviews, customer case studies, testimonials, expert blogs and vendor provided installation data to help you assess the fit for your specific CRM needs.

CUSTOMERS	TESTIMONIALS
Jamie Paton Director of SEO PCG Digital	We wanted one system that could do everything that we were doing with three separate systems, so we went with Insightly. Insightly’s price point was also very appealing and allowed us to reduce our costs by 40%. Testimonial By Jamie Paton
Seth Rodden Regional Sales Manager, Composites Krauss-Maffei	Insightly does everything in the most intuitive way possible. Testimonial By Seth Rodden
Keith Gardner Vice President, Sales & Marketing Hurst Review	We've improved sales velocity, access to actionable insights, and saved 20% by switching to Insightly’s unified CRM and marketing platform. Testimonial By Keith Gardner

CUSTOMERS	TESTIMONIALS
Jamie Paton Director of SEO PCG Digital	We wanted one system that could do everything that we were doing with three separate systems, so we went with Insightly. Insightly’s price point was also very appealing and allowed us to reduce our costs by 40%. Testimonial By Jamie Paton
Seth Rodden Regional Sales Manager, Composites Krauss-Maffei	Insightly does everything in the most intuitive way possible. Testimonial By Seth Rodden
Keith Gardner Vice President, Sales & Marketing Hurst Review	We've improved sales velocity, access to actionable insights, and saved 20% by switching to Insightly’s unified CRM and marketing platform. Testimonial By Keith Gardner