1. [Home](https://www.g2.com/) 2. ... 3. [CRM Software](https://www.g2.com/categories/crm) 4. [Insightly CRM Discussions](https://www.g2.com/products/insightly-crm/discuss) [ ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_757d0364afd1effbea535cb62844bd90/insightly-crm.png "Product Avatar Image") ![Reward for good Insightly CRM reviews](https://images.g2crowd.com/uploads/report_medal_translation/image/24183/medal.svg "Reward for good Insightly CRM reviews") ](/products/insightly-crm/reviews) [ Insightly CRM ](/products/insightly-crm/reviews) (944)4.2/5 Insightly is the modern, affordable CRM that teams love. It’s easy to use, simple to customize, and scales with companies as they grow, solving common pain points that legacy CRMs can't. Insightly helps teams build and convert sales pipeline, increase productivity, and build lasting customer relationships. Centralize and manage all your customer, sales, and business data—leads, contacts, emails, events, quotes, projects, tasks, opportunities, and business reports—in one easy-to-use, flexible and secure CRM that scales with your business. Increase sales efficiency and transparency with Insightly’s enterprise-grade Products, Price books, and Quotes (PPQ) capabilities. Quickly search, track, and manage millions of distinct products and services right inside the Insightly platform. Connect products and services to individual opportunities, eliminating human errors, bottlenecks, and inconsistencies. With Insightly’s PPQ, your field teams can generate custom quotes, contracts, and proposals for their opportunities with just a few clicks. Enjoy complete control and visibility into what you sell, to whom, when, and at what price. Use Insightly’s custom objects and apps to tailor workflows and processes to your unique business needs and preferences, ensuring high adoption and satisfaction. Use AppConnect to integrate Insightly with more than 500 popular apps. Insightly’s native CRM integrations include: Gmail Google Workspace & Google Apps Google Drive Quickbooks Online Xero Slack Dropbox Box MailChimp Evernote Zapier Facebook Lead Ads And more... Manage everything on the go with award-winning mobile applications for both Android and iOS. Scan business cards and upload all information in one click, update projects and records in real time, and enable your field team to create and update opportunities right at the client's location. Powerful in any vertical, Insightly CRM customers can add companion products for marketing automation, customer service, and integrations in the same platform. Insightly is trusted by more than a million users worldwide. Show More * * * ### 45.0 Nps Score Already have Insightly CRM? ### All Insightly CRM Discussions Search Most CommentedMost HelpfulPinned by G2Newest All DiscussionsDiscussions with CommentsPinned by G2Discussions without Comments FilterFilter Filter byExpand/Collapse Sort by Most Commented Most Helpful Pinned by G2 Newest Filter by All Discussions Discussions with Comments Pinned by G2 Discussions without Comments ![Pinned by G2 as a common question](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Pinned by G2 as a common question") G2 Pinned by G2 as a common question • over 2 years ago More Options - [ # What is Insightly CRM used for? ](/discussions/what-is-insightly-crm-used-for) What is Insightly CRM used for? * * * \<0\>0\>Upvotes * * * 1 Comment [![linkedin](/assets/social-logos/linkedin-afe65e46604a5bd5105ab9c856116204040b6b3f2b2d42562fc8071ca0c48ca0.svg "linkedin")](https://www.linkedin.com/shareArticle?mini=true&summary=Ask+Insightly+CRM+questions+and+get+answers+from+expert+users+in+our+Insightly+CRM+Discussions+section.&title=Insightly+CRM+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Finsightly-crm%2Fdiscuss%3Fpage%3D2) [![twitter](/assets/social-logos/twitter-61aaec80434c71387b8f7326e480592eae71c0a65afd051d66fce9b75a9bf417.svg "twitter")](https://twitter.com/intent/tweet?text=Insightly+CRM+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Finsightly-crm%2Fdiscuss%3Fpage%3D2&via=G2dotcom) [![facebook](/assets/social-logos/facebook-350d0b410d6b10debcf893050e803a8633d53561aa42807b087b8daf9be3668f.svg "facebook")](https://www.facebook.com/sharer/sharer.php?u=https%3A%2F%2Fwww.g2.com%2Fproducts%2Finsightly-crm%2Fdiscuss%3Fpage%3D2) [![gmail](/assets/social-logos/gmail-6db42f21e7c254fae201b112bef0dd15d25223a5cbb32691ce80eab43761eadf.svg "gmail")](https://mail.google.com/mail/?view=cm&fs=1&tf=1&to=&su=Insightly+CRM+Discussions+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fproducts%2Finsightly-crm%2Fdiscuss%3Fpage%3D2%0aAsk+Insightly+CRM+questions+and+get+answers+from+expert+users+in+our+Insightly+CRM+Discussions+section.) [![mail](/assets/social-logos/mail-d55c53b04bf49872e40cd2443b85a99caa23394e6cf154ae32a9d08377c15d86.svg "mail")](mailto:?subject=Insightly+CRM+Discussions+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fproducts%2Finsightly-crm%2Fdiscuss%3Fpage%3D2%0aAsk+Insightly+CRM+questions+and+get+answers+from+expert+users+in+our+Insightly+CRM+Discussions+section.) ![copy_link](/assets/social-logos/copy_link-05d8dc5dc8576fc78425ad34d07241b060878835e555a30417ff41c18335e575.svg "copy\_link") ![Bill G.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Bill G.") BG Loading... [Bill G.](https://www.g2.com/users/c4fd5219-4cc9-4678-9aaa-263732a7ebfc "Bill G.") • almost 3 years ago The "Consultant's Consultant" for Professional Services Marketing and Biz Dev | Digital & Content Marketing Expertise The "Consultant's Consultant" for Professional Services Marketing and Biz Dev | Digital & Content Marketing Expertise More Options - [ # How was your onboarding experience with Insightly? ](/discussions/how-was-your-onboarding-experience-with-insightly) We are about to migrate from another CRM to Insightly. Anyone have some lessons learned? [ CRM migration ](https://www.g2.com/tags/crm-migration)[ Insightly ](https://www.g2.com/tags/insightly)[ CRM Software ](https://www.g2.com/tags/crm-software)[ Sales Analytics Software ](https://www.g2.com/tags/sales-analytics-software) [ Sales Platforms Software ](https://www.g2.com/tags/sales-platforms-software) Show More * * * \<0\>0\>Upvotes * * * 0 Comments [![linkedin](/assets/social-logos/linkedin-afe65e46604a5bd5105ab9c856116204040b6b3f2b2d42562fc8071ca0c48ca0.svg "linkedin")](https://www.linkedin.com/shareArticle?mini=true&summary=Ask+Insightly+CRM+questions+and+get+answers+from+expert+users+in+our+Insightly+CRM+Discussions+section.&title=Insightly+CRM+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Finsightly-crm%2Fdiscuss%3Fpage%3D2) [![twitter](/assets/social-logos/twitter-61aaec80434c71387b8f7326e480592eae71c0a65afd051d66fce9b75a9bf417.svg "twitter")](https://twitter.com/intent/tweet?text=Insightly+CRM+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Finsightly-crm%2Fdiscuss%3Fpage%3D2&via=G2dotcom) [![facebook](/assets/social-logos/facebook-350d0b410d6b10debcf893050e803a8633d53561aa42807b087b8daf9be3668f.svg "facebook")](https://www.facebook.com/sharer/sharer.php?u=https%3A%2F%2Fwww.g2.com%2Fproducts%2Finsightly-crm%2Fdiscuss%3Fpage%3D2) [![gmail](/assets/social-logos/gmail-6db42f21e7c254fae201b112bef0dd15d25223a5cbb32691ce80eab43761eadf.svg "gmail")](https://mail.google.com/mail/?view=cm&fs=1&tf=1&to=&su=Insightly+CRM+Discussions+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fproducts%2Finsightly-crm%2Fdiscuss%3Fpage%3D2%0aAsk+Insightly+CRM+questions+and+get+answers+from+expert+users+in+our+Insightly+CRM+Discussions+section.) [![mail](/assets/social-logos/mail-d55c53b04bf49872e40cd2443b85a99caa23394e6cf154ae32a9d08377c15d86.svg "mail")](mailto:?subject=Insightly+CRM+Discussions+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fproducts%2Finsightly-crm%2Fdiscuss%3Fpage%3D2%0aAsk+Insightly+CRM+questions+and+get+answers+from+expert+users+in+our+Insightly+CRM+Discussions+section.) ![copy_link](/assets/social-logos/copy_link-05d8dc5dc8576fc78425ad34d07241b060878835e555a30417ff41c18335e575.svg "copy\_link") ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User") G2 Verified User • over 4 years ago More Options - [ # How can I use one of my email templates to send to an entire list with the same tag? ](/discussions/how-can-i-use-one-of-my-email-templates-to-send-to-an-entire-list-with-the-same-tag) Can I initiate this from the Contact Tags or from the Email templates? [ CRM Software ](https://www.g2.com/tags/crm-software) * * * \<0\>0\>Upvotes * * * 0 Comments [![linkedin](/assets/social-logos/linkedin-afe65e46604a5bd5105ab9c856116204040b6b3f2b2d42562fc8071ca0c48ca0.svg "linkedin")](https://www.linkedin.com/shareArticle?mini=true&summary=Ask+Insightly+CRM+questions+and+get+answers+from+expert+users+in+our+Insightly+CRM+Discussions+section.&title=Insightly+CRM+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Finsightly-crm%2Fdiscuss%3Fpage%3D2) [![twitter](/assets/social-logos/twitter-61aaec80434c71387b8f7326e480592eae71c0a65afd051d66fce9b75a9bf417.svg "twitter")](https://twitter.com/intent/tweet?text=Insightly+CRM+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Finsightly-crm%2Fdiscuss%3Fpage%3D2&via=G2dotcom) [![facebook](/assets/social-logos/facebook-350d0b410d6b10debcf893050e803a8633d53561aa42807b087b8daf9be3668f.svg "facebook")](https://www.facebook.com/sharer/sharer.php?u=https%3A%2F%2Fwww.g2.com%2Fproducts%2Finsightly-crm%2Fdiscuss%3Fpage%3D2) [![gmail](/assets/social-logos/gmail-6db42f21e7c254fae201b112bef0dd15d25223a5cbb32691ce80eab43761eadf.svg "gmail")](https://mail.google.com/mail/?view=cm&fs=1&tf=1&to=&su=Insightly+CRM+Discussions+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fproducts%2Finsightly-crm%2Fdiscuss%3Fpage%3D2%0aAsk+Insightly+CRM+questions+and+get+answers+from+expert+users+in+our+Insightly+CRM+Discussions+section.) [![mail](/assets/social-logos/mail-d55c53b04bf49872e40cd2443b85a99caa23394e6cf154ae32a9d08377c15d86.svg "mail")](mailto:?subject=Insightly+CRM+Discussions+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fproducts%2Finsightly-crm%2Fdiscuss%3Fpage%3D2%0aAsk+Insightly+CRM+questions+and+get+answers+from+expert+users+in+our+Insightly+CRM+Discussions+section.) ![copy_link](/assets/social-logos/copy_link-05d8dc5dc8576fc78425ad34d07241b060878835e555a30417ff41c18335e575.svg "copy\_link") ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User") G2 Verified User • over 5 years ago More Options - [ # very big money has the advantage of great confidence ](/discussions/36400-very-big-money-has-the-advantage-of-great-confidence) [ CRM Software ](https://www.g2.com/tags/crm-software) * * * \<0\>0\>Upvotes * * * 0 Comments [![linkedin](/assets/social-logos/linkedin-afe65e46604a5bd5105ab9c856116204040b6b3f2b2d42562fc8071ca0c48ca0.svg "linkedin")](https://www.linkedin.com/shareArticle?mini=true&summary=Ask+Insightly+CRM+questions+and+get+answers+from+expert+users+in+our+Insightly+CRM+Discussions+section.&title=Insightly+CRM+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Finsightly-crm%2Fdiscuss%3Fpage%3D2) [![twitter](/assets/social-logos/twitter-61aaec80434c71387b8f7326e480592eae71c0a65afd051d66fce9b75a9bf417.svg "twitter")](https://twitter.com/intent/tweet?text=Insightly+CRM+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Finsightly-crm%2Fdiscuss%3Fpage%3D2&via=G2dotcom) [![facebook](/assets/social-logos/facebook-350d0b410d6b10debcf893050e803a8633d53561aa42807b087b8daf9be3668f.svg "facebook")](https://www.facebook.com/sharer/sharer.php?u=https%3A%2F%2Fwww.g2.com%2Fproducts%2Finsightly-crm%2Fdiscuss%3Fpage%3D2) [![gmail](/assets/social-logos/gmail-6db42f21e7c254fae201b112bef0dd15d25223a5cbb32691ce80eab43761eadf.svg "gmail")](https://mail.google.com/mail/?view=cm&fs=1&tf=1&to=&su=Insightly+CRM+Discussions+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fproducts%2Finsightly-crm%2Fdiscuss%3Fpage%3D2%0aAsk+Insightly+CRM+questions+and+get+answers+from+expert+users+in+our+Insightly+CRM+Discussions+section.) [![mail](/assets/social-logos/mail-d55c53b04bf49872e40cd2443b85a99caa23394e6cf154ae32a9d08377c15d86.svg "mail")](mailto:?subject=Insightly+CRM+Discussions+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fproducts%2Finsightly-crm%2Fdiscuss%3Fpage%3D2%0aAsk+Insightly+CRM+questions+and+get+answers+from+expert+users+in+our+Insightly+CRM+Discussions+section.) ![copy_link](/assets/social-logos/copy_link-05d8dc5dc8576fc78425ad34d07241b060878835e555a30417ff41c18335e575.svg "copy\_link") ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User") G2 Verified User • almost 6 years ago More Options - [ # Can we run Python scripts on the application ](/discussions/31534-can-we-run-python-scripts-on-the-application) Usage of automated scripts to run analytical functions [ CRM Software ](https://www.g2.com/tags/crm-software) * * * \<0\>0\>Upvotes * * * 0 Comments [![linkedin](/assets/social-logos/linkedin-afe65e46604a5bd5105ab9c856116204040b6b3f2b2d42562fc8071ca0c48ca0.svg "linkedin")](https://www.linkedin.com/shareArticle?mini=true&summary=Ask+Insightly+CRM+questions+and+get+answers+from+expert+users+in+our+Insightly+CRM+Discussions+section.&title=Insightly+CRM+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Finsightly-crm%2Fdiscuss%3Fpage%3D2) [![twitter](/assets/social-logos/twitter-61aaec80434c71387b8f7326e480592eae71c0a65afd051d66fce9b75a9bf417.svg "twitter")](https://twitter.com/intent/tweet?text=Insightly+CRM+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Finsightly-crm%2Fdiscuss%3Fpage%3D2&via=G2dotcom) [![facebook](/assets/social-logos/facebook-350d0b410d6b10debcf893050e803a8633d53561aa42807b087b8daf9be3668f.svg "facebook")](https://www.facebook.com/sharer/sharer.php?u=https%3A%2F%2Fwww.g2.com%2Fproducts%2Finsightly-crm%2Fdiscuss%3Fpage%3D2) [![gmail](/assets/social-logos/gmail-6db42f21e7c254fae201b112bef0dd15d25223a5cbb32691ce80eab43761eadf.svg "gmail")](https://mail.google.com/mail/?view=cm&fs=1&tf=1&to=&su=Insightly+CRM+Discussions+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fproducts%2Finsightly-crm%2Fdiscuss%3Fpage%3D2%0aAsk+Insightly+CRM+questions+and+get+answers+from+expert+users+in+our+Insightly+CRM+Discussions+section.) [![mail](/assets/social-logos/mail-d55c53b04bf49872e40cd2443b85a99caa23394e6cf154ae32a9d08377c15d86.svg "mail")](mailto:?subject=Insightly+CRM+Discussions+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fproducts%2Finsightly-crm%2Fdiscuss%3Fpage%3D2%0aAsk+Insightly+CRM+questions+and+get+answers+from+expert+users+in+our+Insightly+CRM+Discussions+section.) ![copy_link](/assets/social-logos/copy_link-05d8dc5dc8576fc78425ad34d07241b060878835e555a30417ff41c18335e575.svg "copy\_link") ![Zarina M.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Zarina M.") ZM Loading... [Zarina M.](https://www.g2.com/users/4bc7a1d6-9851-493c-af6b-839fb69a7fcf "Zarina M.") • almost 7 years ago Account Project Manager at Tomahawk Account Project Manager at Tomahawk More Options - [ # What is the best of linking email to insightly? ](/discussions/15124-what-is-the-best-of-linking-email-to-insightly) It takes ages to link emails [ CRM Software ](https://www.g2.com/tags/crm-software) * * * \<0\>0\>Upvotes * * * 2 Comments [![linkedin](/assets/social-logos/linkedin-afe65e46604a5bd5105ab9c856116204040b6b3f2b2d42562fc8071ca0c48ca0.svg "linkedin")](https://www.linkedin.com/shareArticle?mini=true&summary=Ask+Insightly+CRM+questions+and+get+answers+from+expert+users+in+our+Insightly+CRM+Discussions+section.&title=Insightly+CRM+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Finsightly-crm%2Fdiscuss%3Fpage%3D2) [![twitter](/assets/social-logos/twitter-61aaec80434c71387b8f7326e480592eae71c0a65afd051d66fce9b75a9bf417.svg "twitter")](https://twitter.com/intent/tweet?text=Insightly+CRM+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Finsightly-crm%2Fdiscuss%3Fpage%3D2&via=G2dotcom) [![facebook](/assets/social-logos/facebook-350d0b410d6b10debcf893050e803a8633d53561aa42807b087b8daf9be3668f.svg "facebook")](https://www.facebook.com/sharer/sharer.php?u=https%3A%2F%2Fwww.g2.com%2Fproducts%2Finsightly-crm%2Fdiscuss%3Fpage%3D2) [![gmail](/assets/social-logos/gmail-6db42f21e7c254fae201b112bef0dd15d25223a5cbb32691ce80eab43761eadf.svg "gmail")](https://mail.google.com/mail/?view=cm&fs=1&tf=1&to=&su=Insightly+CRM+Discussions+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fproducts%2Finsightly-crm%2Fdiscuss%3Fpage%3D2%0aAsk+Insightly+CRM+questions+and+get+answers+from+expert+users+in+our+Insightly+CRM+Discussions+section.) [![mail](/assets/social-logos/mail-d55c53b04bf49872e40cd2443b85a99caa23394e6cf154ae32a9d08377c15d86.svg "mail")](mailto:?subject=Insightly+CRM+Discussions+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fproducts%2Finsightly-crm%2Fdiscuss%3Fpage%3D2%0aAsk+Insightly+CRM+questions+and+get+answers+from+expert+users+in+our+Insightly+CRM+Discussions+section.) ![copy_link](/assets/social-logos/copy_link-05d8dc5dc8576fc78425ad34d07241b060878835e555a30417ff41c18335e575.svg "copy\_link") AN Loading... • over 8 years ago More Options - [ # Will you’re software link with mailchimp ](/discussions/7000-will-you-re-software-link-with-mailchimp) Mailchimp link [ CRM Software ](https://www.g2.com/tags/crm-software) * * * \<0\>0\>Upvotes * * * 1 Comment [![linkedin](/assets/social-logos/linkedin-afe65e46604a5bd5105ab9c856116204040b6b3f2b2d42562fc8071ca0c48ca0.svg "linkedin")](https://www.linkedin.com/shareArticle?mini=true&summary=Ask+Insightly+CRM+questions+and+get+answers+from+expert+users+in+our+Insightly+CRM+Discussions+section.&title=Insightly+CRM+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Finsightly-crm%2Fdiscuss%3Fpage%3D2) [![twitter](/assets/social-logos/twitter-61aaec80434c71387b8f7326e480592eae71c0a65afd051d66fce9b75a9bf417.svg "twitter")](https://twitter.com/intent/tweet?text=Insightly+CRM+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Finsightly-crm%2Fdiscuss%3Fpage%3D2&via=G2dotcom) [![facebook](/assets/social-logos/facebook-350d0b410d6b10debcf893050e803a8633d53561aa42807b087b8daf9be3668f.svg "facebook")](https://www.facebook.com/sharer/sharer.php?u=https%3A%2F%2Fwww.g2.com%2Fproducts%2Finsightly-crm%2Fdiscuss%3Fpage%3D2) [![gmail](/assets/social-logos/gmail-6db42f21e7c254fae201b112bef0dd15d25223a5cbb32691ce80eab43761eadf.svg "gmail")](https://mail.google.com/mail/?view=cm&fs=1&tf=1&to=&su=Insightly+CRM+Discussions+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fproducts%2Finsightly-crm%2Fdiscuss%3Fpage%3D2%0aAsk+Insightly+CRM+questions+and+get+answers+from+expert+users+in+our+Insightly+CRM+Discussions+section.) [![mail](/assets/social-logos/mail-d55c53b04bf49872e40cd2443b85a99caa23394e6cf154ae32a9d08377c15d86.svg "mail")](mailto:?subject=Insightly+CRM+Discussions+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fproducts%2Finsightly-crm%2Fdiscuss%3Fpage%3D2%0aAsk+Insightly+CRM+questions+and+get+answers+from+expert+users+in+our+Insightly+CRM+Discussions+section.) ![copy_link](/assets/social-logos/copy_link-05d8dc5dc8576fc78425ad34d07241b060878835e555a30417ff41c18335e575.svg "copy\_link") ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User") G2 Verified User • almost 9 years ago Posted by Insightly CRM Posted by Insightly CRM More Options - [ # What type of compliance and security do you offer? ](/discussions/data-security-soc-compliance) Data Security & SOC Compliance [ CRM Software ](https://www.g2.com/tags/crm-software) * * * \<0\>0\>Upvotes * * * 0 Comments [![linkedin](/assets/social-logos/linkedin-afe65e46604a5bd5105ab9c856116204040b6b3f2b2d42562fc8071ca0c48ca0.svg "linkedin")](https://www.linkedin.com/shareArticle?mini=true&summary=Ask+Insightly+CRM+questions+and+get+answers+from+expert+users+in+our+Insightly+CRM+Discussions+section.&title=Insightly+CRM+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Finsightly-crm%2Fdiscuss%3Fpage%3D2) [![twitter](/assets/social-logos/twitter-61aaec80434c71387b8f7326e480592eae71c0a65afd051d66fce9b75a9bf417.svg "twitter")](https://twitter.com/intent/tweet?text=Insightly+CRM+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Finsightly-crm%2Fdiscuss%3Fpage%3D2&via=G2dotcom) [![facebook](/assets/social-logos/facebook-350d0b410d6b10debcf893050e803a8633d53561aa42807b087b8daf9be3668f.svg "facebook")](https://www.facebook.com/sharer/sharer.php?u=https%3A%2F%2Fwww.g2.com%2Fproducts%2Finsightly-crm%2Fdiscuss%3Fpage%3D2) [![gmail](/assets/social-logos/gmail-6db42f21e7c254fae201b112bef0dd15d25223a5cbb32691ce80eab43761eadf.svg "gmail")](https://mail.google.com/mail/?view=cm&fs=1&tf=1&to=&su=Insightly+CRM+Discussions+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fproducts%2Finsightly-crm%2Fdiscuss%3Fpage%3D2%0aAsk+Insightly+CRM+questions+and+get+answers+from+expert+users+in+our+Insightly+CRM+Discussions+section.) [![mail](/assets/social-logos/mail-d55c53b04bf49872e40cd2443b85a99caa23394e6cf154ae32a9d08377c15d86.svg "mail")](mailto:?subject=Insightly+CRM+Discussions+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fproducts%2Finsightly-crm%2Fdiscuss%3Fpage%3D2%0aAsk+Insightly+CRM+questions+and+get+answers+from+expert+users+in+our+Insightly+CRM+Discussions+section.) ![copy_link](/assets/social-logos/copy_link-05d8dc5dc8576fc78425ad34d07241b060878835e555a30417ff41c18335e575.svg "copy\_link") ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User") G2 Verified User • about 9 years ago Posted by Insightly CRM Posted by Insightly CRM More Options - [ # Can I see a live demo or speak with a sales representative? ](/discussions/5135-product-demos) Product Demos [ CRM Software ](https://www.g2.com/tags/crm-software) * * * \<0\>0\>Upvotes * * * 0 Comments [![linkedin](/assets/social-logos/linkedin-afe65e46604a5bd5105ab9c856116204040b6b3f2b2d42562fc8071ca0c48ca0.svg "linkedin")](https://www.linkedin.com/shareArticle?mini=true&summary=Ask+Insightly+CRM+questions+and+get+answers+from+expert+users+in+our+Insightly+CRM+Discussions+section.&title=Insightly+CRM+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Finsightly-crm%2Fdiscuss%3Fpage%3D2) [![twitter](/assets/social-logos/twitter-61aaec80434c71387b8f7326e480592eae71c0a65afd051d66fce9b75a9bf417.svg "twitter")](https://twitter.com/intent/tweet?text=Insightly+CRM+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Finsightly-crm%2Fdiscuss%3Fpage%3D2&via=G2dotcom) [![facebook](/assets/social-logos/facebook-350d0b410d6b10debcf893050e803a8633d53561aa42807b087b8daf9be3668f.svg "facebook")](https://www.facebook.com/sharer/sharer.php?u=https%3A%2F%2Fwww.g2.com%2Fproducts%2Finsightly-crm%2Fdiscuss%3Fpage%3D2) [![gmail](/assets/social-logos/gmail-6db42f21e7c254fae201b112bef0dd15d25223a5cbb32691ce80eab43761eadf.svg "gmail")](https://mail.google.com/mail/?view=cm&fs=1&tf=1&to=&su=Insightly+CRM+Discussions+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fproducts%2Finsightly-crm%2Fdiscuss%3Fpage%3D2%0aAsk+Insightly+CRM+questions+and+get+answers+from+expert+users+in+our+Insightly+CRM+Discussions+section.) [![mail](/assets/social-logos/mail-d55c53b04bf49872e40cd2443b85a99caa23394e6cf154ae32a9d08377c15d86.svg "mail")](mailto:?subject=Insightly+CRM+Discussions+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fproducts%2Finsightly-crm%2Fdiscuss%3Fpage%3D2%0aAsk+Insightly+CRM+questions+and+get+answers+from+expert+users+in+our+Insightly+CRM+Discussions+section.) ![copy_link](/assets/social-logos/copy_link-05d8dc5dc8576fc78425ad34d07241b060878835e555a30417ff41c18335e575.svg "copy\_link") ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User") G2 Verified User • over 10 years ago More Options - [ # Is my data safe? ](/discussions/is-my-data-safe-872db8ae-25d6-4eef-ae00-991b526d1ebf) Absolutely. Our servers are housed in a SSAE 16 type II audited data center with 24 hour monitored security, redundant power and cooling, active fire detection and suppression, and staffed 24×7 by senior systems and network engineers. Our storage infrastructure is highly durable and fault... [Read more](/discussions/is-my-data-safe-872db8ae-25d6-4eef-ae00-991b526d1ebf) [ CRM Software ](https://www.g2.com/tags/crm-software) * * * \<0\>0\>Upvotes * * * 0 Comments [![linkedin](/assets/social-logos/linkedin-afe65e46604a5bd5105ab9c856116204040b6b3f2b2d42562fc8071ca0c48ca0.svg "linkedin")](https://www.linkedin.com/shareArticle?mini=true&summary=Ask+Insightly+CRM+questions+and+get+answers+from+expert+users+in+our+Insightly+CRM+Discussions+section.&title=Insightly+CRM+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Finsightly-crm%2Fdiscuss%3Fpage%3D2) [![twitter](/assets/social-logos/twitter-61aaec80434c71387b8f7326e480592eae71c0a65afd051d66fce9b75a9bf417.svg "twitter")](https://twitter.com/intent/tweet?text=Insightly+CRM+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Finsightly-crm%2Fdiscuss%3Fpage%3D2&via=G2dotcom) [![facebook](/assets/social-logos/facebook-350d0b410d6b10debcf893050e803a8633d53561aa42807b087b8daf9be3668f.svg "facebook")](https://www.facebook.com/sharer/sharer.php?u=https%3A%2F%2Fwww.g2.com%2Fproducts%2Finsightly-crm%2Fdiscuss%3Fpage%3D2) [![gmail](/assets/social-logos/gmail-6db42f21e7c254fae201b112bef0dd15d25223a5cbb32691ce80eab43761eadf.svg "gmail")](https://mail.google.com/mail/?view=cm&fs=1&tf=1&to=&su=Insightly+CRM+Discussions+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fproducts%2Finsightly-crm%2Fdiscuss%3Fpage%3D2%0aAsk+Insightly+CRM+questions+and+get+answers+from+expert+users+in+our+Insightly+CRM+Discussions+section.) [![mail](/assets/social-logos/mail-d55c53b04bf49872e40cd2443b85a99caa23394e6cf154ae32a9d08377c15d86.svg "mail")](mailto:?subject=Insightly+CRM+Discussions+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fproducts%2Finsightly-crm%2Fdiscuss%3Fpage%3D2%0aAsk+Insightly+CRM+questions+and+get+answers+from+expert+users+in+our+Insightly+CRM+Discussions+section.) ![copy_link](/assets/social-logos/copy_link-05d8dc5dc8576fc78425ad34d07241b060878835e555a30417ff41c18335e575.svg "copy\_link") - [‹ Prev‹ Prev](/products/insightly-crm/discuss) - [1](/products/insightly-crm/discuss) - 2 - [3](/products/insightly-crm/discuss?page=3) - [Next ›Next ›](/products/insightly-crm/discuss?page=3) ## Start a New Software Discussion Have a software question? Get answers from real users and experts [Start A Discussion](/products/insightly-crm/discussions/new) * * * ![Product Avatar Image](https://images.g2crowd.com/uploads/product/hd_favicon/1544545315/insightly-crm.jpg "Product Avatar Image") ### Have you used Insightly CRM before? Answer a few questions to help the Insightly CRM community [ Yes ](javascript:void(0))[ Yes ](https://www.g2.com/authorize?form=signup&return_to=https%3A%2F%2Fwww.g2.com%2Fproducts%2Finsightly-crm%2Fdiscuss%3Fpage%3D2%26small_ask%3Dinsightly-crm) No ## Top Contributors in Insightly CRM 1 ![Harryson P.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Harryson P.") HP Loading... ### [Harryson P.](https://www.g2.com/users/857757b5-8ca0-450c-8c70-135636659b5e "Harryson P.") 4 pts 2 ![Dinesh B.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Dinesh B.") DB Loading... ### [Dinesh B.](https://www.g2.com/users/fb872555-096f-474c-b70f-1a0c880bba9e "Dinesh B.") Mechanical engineer 2 pts 3 ![Matthijs K.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Matthijs K.") MK Loading... ### [Matthijs K.](https://www.g2.com/users/bf54554a-a433-469e-94ab-8dc4bddffaf7 "Matthijs K.") Advisory Board Member 1 pt 4 AN Loading... ### 1 pt 5 ![Zarina M.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Zarina M.") ZM Loading... ### [Zarina M.](https://www.g2.com/users/4bc7a1d6-9851-493c-af6b-839fb69a7fcf "Zarina M.") Account Project Manager 1 pt