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

"Insightly is well-rounded as a CRM and I appreciate that it is always improving"

What do you like best about Insightly CRM? I like that we are able to utilize multiple avenues of approach for searching and that there are analytical reports for agent performance and productivity. Insightly is great at encompassing what needs to be done. What do you dislike about Insightly CRM? That the reports may not be accurate up to 60 minutes and can cause huge delays/issues for scheduling. It would be great to have accurate informaiton on the projects at all times when utilizing the ...

"Can be slow at times"

What do you like best about Insightly CRM? The functionalities and organisation of the programme. What do you dislike about Insightly CRM? Creating a report can be challenging to understand What problems is Insightly CRM solving and how is that benefiting you? It makes sure no leads or opportunities are forgotten about, being able to follow up with customers easily

"Easy, safe and straightforward."

What do you like best about Insightly CRM? I love how easy it is to follow up with my goals using this platform. I can see how many jobs I have scheduled and check how my team is doing. It is also a great tool to create a google map, exporting data over there. What do you dislike about Insightly CRM? Primarily how slow it can get sometimes. I have had problems with reports not loading for minutes, even after refreshing the page multiple times. Especially on the weekends, for some ...

"Useful CRM with lots of opportunities for customization"

What do you like best about Insightly CRM? very user-friendly with lots of opportunities for custom reporting What do you dislike about Insightly CRM? could have a more streamlined tasks feature What problems is Insightly CRM solving and how is that benefiting you? makes tracking thousands of data points easy

"Aussie solar system manufacturer"

What do you like best about Insightly CRM? The workflow automations make our processes a lot easier to manage. It makes it a lot easy for us to expand our business without needing to hire a lot more staff. What do you dislike about Insightly CRM? Not having all the customers history (tasks, notes, events, etc) for each stage of the process (lead, opportunity, contact, project) all listed in the one place in historical order What problems is Insightly CRM solving and how is that benefiting ...

"Easy to navigate"

What do you like best about Insightly CRM? Insightly is pretty simple to navigate and a lot of it is clear to understand! It's good for companies that may not have a ton of complicated data and supports a sales-based business. I also like the custom components and a shout out to the dev team for making clear API documentation as well. What do you dislike about Insightly CRM? There's a lot of weird glitches and bugs and the linking between objects is not as robust as I'd like it to be. Also, ...

"Be creative and achieve your ideal process with Insightly, give yourself valuable time back!"

What do you like best about Insightly CRM? The most valuable part of the CRM for me was the project management and pipelines and clear visibility of where I am at any time. What do you dislike about Insightly CRM? The least helpful are the dashboards currently; I haven't found a set-up I like. As a single business owner, not all cards are relevant, so I need to improve at customising this. What problems is Insightly CRM solving and how is that benefiting you? Insightly is helping me become ...

"Easy to navigate"

What do you like best about Insightly CRM? Insightly is pretty simple to navigate and a lot of it is clear to understand! It's good for companies that may not have a ton of complicated data and supports a sales-based business. I also like the custom components and a shout out to the dev team for making clear API documentation as well. What do you dislike about Insightly CRM? There's a lot of weird glitches and bugs and the linking between objects is not as robust as I'd like it to be. Also, ...

"Not as updated as other CRM systems."

What do you like best about Insightly CRM? Navigating through leads/contacts/organizations. Creating list views to simplify search. What do you dislike about Insightly CRM? Bounceback emails are not marked and must be individually updated. What problems is Insightly CRM solving and how is that benefiting you? Reaching target audiences before exporting reports and uploading them into gmail.

"Insightly is a comprehensive CRM"

What do you like best about Insightly CRM? Most things are customizable -- we have someone on our team to do the backend work. What do you dislike about Insightly CRM? There is nothing that I dislike or find unhelpful. What problems is Insightly CRM solving and how is that benefiting you? It is helping us keep track of our clients.