Insightly Reviews in November 2026: User Ratings, Pros & Cons

"Straightforward and intuitive CRM"

What do you like best about Insightly CRM? The intuitive layout makes it easy for new employees to learn the system, and keeps it easy for existing users to manage client information, and sales pipelines. What do you dislike about Insightly CRM? There are so many potential fields to use, that it's a learning curve to figure out how a business wants to set up data fields for useful metrics. Ultimately a background in data management is helpful for using this CRM. What problems is Insightly ...

"Works well enough for our initial use cases but we've outgrown it"

What do you like best about Insightly CRM? I like that it works as a quick way to start up our CRM needs initially across the company. It handled marketing, BD, growth, and ops needs for the time being. However, could be better. What do you dislike about Insightly CRM? It could be better about notifying us about API responses that we have set up. Also, it doesn't manage some of our use cases to use it as an internal CRM completely. What problems is Insightly CRM solving and how is that ...

"It does what it needs to do"

What do you like best about Insightly CRM? It's okay. Has the basic capabilities and allows you to search well. What do you dislike about Insightly CRM? It's a very basic UI, and not complex. They are definitely missing a lot of the functionalities that we are looking for What problems is Insightly CRM solving and how is that benefiting you? It is allowing us to manage our customer base effectively.

"My thoughts on Insightly"

What do you like best about Insightly CRM? The ability to streamline data regarding our firm's opportunities and print customized reports summarizing the data. What do you dislike about Insightly CRM? It takes awhile to learn all of the components. I'm stilling learning all it has to offer! What problems is Insightly CRM solving and how is that benefiting you? Insightly allows us to reach out clients with marketing efforts and track the success of those efforts.

"The account set up and customer service team are great to work with. Answer questions promptly."

What do you like best about Insightly CRM? Set up and dashboards are easy to make. Customer service and account management team are great. What do you dislike about Insightly CRM? The system is based off individual names and not company names. It is also hard to catch duplicate entries. What problems is Insightly CRM solving and how is that benefiting you? Our actual potential revenue pipeline and finding engaged prospects

"The account set up and customer service team are great to work with. Answer questions promptly."

What do you like best about Insightly CRM? Set up and dashboards are easy to make. Customer service and account management team are great. What do you dislike about Insightly CRM? The system is based off individual names and not company names. It is also hard to catch duplicate entries. What problems is Insightly CRM solving and how is that benefiting you? Our actual potential revenue pipeline and finding engaged prospects

"Not too complicated"

What do you like best about Insightly CRM? It is easy to use, especially if you do not have a tech team to build automation. What do you dislike about Insightly CRM? The two items I would like to see Insightly address are: 1 - adding a cc: functionality to email automation; we currently have to send separate emails to our internal team that needs to be cc'd on client-facing automated emails. 2 - Reports should be able to be turned into dashboard cards. The 2 live separately in Insightly's ...

"Fantastic!"

What do you like best about Insightly CRM? Insightly CRM works great for our business needs.. What do you dislike about Insightly CRM? Only thing that could be worked on is the speed at which data on the CRM updates. Also could work smoother with Marketing. What problems is Insightly CRM solving and how is that benefiting you? It helps us to keep track of our projects, sales leads, sales outreach, etc. Also helps us send bulk emails with great templates.

"Great detail and opportunity for growth in company policy, procedure and requirements on data"

What do you like best about Insightly CRM? Great detail and opportunity for growth in company policy, procedure and requirements on data What do you dislike about Insightly CRM? Some issues with lags, delays and duplicates on populated links for submissions. What problems is Insightly CRM solving and how is that benefiting you? Accuracy and data capability. More opportunity to over communicate and update/share data in a timely matter

"Great CRM to help manage client prospect data."

What do you like best about Insightly CRM? I like that you can work through prospects from an Account and Contact level and really drill down on all activity for each account. What do you dislike about Insightly CRM? Reports are difficult to customize at times and painful to pull in certain data for specific reports. What problems is Insightly CRM solving and how is that benefiting you? Managing customer data from an agency perspective. Their customization has helped us really make it our own.