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

"Energy Consultant"

What do you like best about Insightly CRM? Helps keep track of customers, running reports to assist with stats and trends, follow-up dates, self-automation, and integrating with Gmail, calendar, etc. What do you dislike about Insightly CRM? Minor bugs, and constant refreshing while working on notes or updates caused me to lose the notes that I took. What problems is Insightly CRM solving and how is that benefiting you? Data gathering, reaching out to clients, follow-ups, data for ...

"Director of Key Accounts"

What do you like best about Insightly CRM? It's an intuitive platform, overall very simple and easy to use. What do you dislike about Insightly CRM? Some things don't make sense. For example, why can't you use existing organizations and contacts as leads? Why can't you have multiple leads for the same organization and contact? What problems is Insightly CRM solving and how is that benefiting you? Helps keep track of all my sales goals, leads, opps, pricing and samples.

"Insightly has really helped us to begin to transform the way we do business."

What do you like best about Insightly CRM? The visual layout, report functions, different ways to enter data. What do you dislike about Insightly CRM? Dashboard/card building I've not been able to get fully immersed in (hope to soon). Document templates are yet to be launched. What problems is Insightly CRM solving and how is that benefiting you? Visibility of actions on a project ... automated tasks to help ensure next steps are being completed (Process Management).

"Organized System - Customizable"

What do you like best about Insightly CRM? I think the system is user-friendly, and every level salesperson can use it. It is also very customizable to what your orgnaization needs. Overall, an excellent CRM system. What do you dislike about Insightly CRM? There is not a lot that I dislike about this system. What problems is Insightly CRM solving and how is that benefiting you? It has helped to keep everyone's business deals organized. Management can go in and review the pipeline at any time.

"Efficient"

What do you like best about Insightly CRM? We love that it is convenient for our job What do you dislike about Insightly CRM? There are times that it switches up without letting us know before hand What problems is Insightly CRM solving and how is that benefiting you? We can communicate as a team and understand what happened in the last call withour customers which is very beneficial to us

"It feels like the right sized solution for many common use cases."

What do you like best about Insightly CRM? The best part is that it is very powerful yet streamlined. Unlike systems like Salesforce which require professionals to config and manage, Insightly can be run by normal business users. What do you dislike about Insightly CRM? When you have a use case that needs more flexibility, you're dead in the water. If your use case is well defined up front, it's perfect. If you're more fluid and iterating to find what you need - you may realize too late ...

"nice recordkeeping tool, but cumbersome to use"

What do you like best about Insightly CRM? sorts alphabetically by customer and tracks quotes/sales activity What do you dislike about Insightly CRM? slow to enter data, but stores alot of information What problems is Insightly CRM solving and how is that benefiting you? organizing quote/sales activities better than our own CRM system enables me to find quotes and orders

"nice recordkeeping tool, but cumbersome to use"

What do you like best about Insightly CRM? sorts alphabetically by customer and tracks quotes/sales activity What do you dislike about Insightly CRM? slow to enter data, but stores alot of information What problems is Insightly CRM solving and how is that benefiting you? organizing quote/sales activities better than our own CRM system enables me to find quotes and orders

"Insight on Insightly"

What do you like best about Insightly CRM? I liked the organization of the individual contacts. Like a Rolodex for us old schoolers. I like how the tabs open up for more information on contact. What do you dislike about Insightly CRM? Maneuvering around took me some time to get used to. What problems is Insightly CRM solving and how is that benefiting you? Making calls and organizing the tabs for sales reps on team.

"Insight on Insightly"

What do you like best about Insightly CRM? I liked the organization of the individual contacts. Like a Rolodex for us old schoolers. I like how the tabs open up for more information on contact. What do you dislike about Insightly CRM? Maneuvering around took me some time to get used to. What problems is Insightly CRM solving and how is that benefiting you? Making calls and organizing the tabs for sales reps on team.