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

"It's very organized but could use easier navigation/involve less clicks."

What do you like best about Insightly CRM? The ability to link items and have overviews of all active projects, for example, is very useful. The fields are easy to fill in and customize. Not sure how good competitors are. What do you dislike about Insightly CRM? It often takes many clicks to get to where you want. If you know what you want, it is easy to find, but sometimes items can be categorized in different places - the ability to link items (e.g., projects and opportunities) helps with ...

"Great once up and running, Fully adjustability is great"

What do you like best about Insightly CRM? Everything is tailorable to your business, it's not just a purchase-and-go CRM, but you tailor it to your needs and the way you work. This adds to the experience for the end user. What do you dislike about Insightly CRM? A bit fiddly to get going, but once you understand the system and its limitations, you are all good to go. Just take the time to get to know it before implementing it. What problems is Insightly CRM solving and how is that ...

"super easy CRM!"

What do you like best about Insightly CRM? it has been very helpfull because before Insightly we didnt use any other CRM, and it has help us organize every contact, candidate and have all the information in the same place What do you dislike about Insightly CRM? sometimes the feature for creating a new opportunity doesnt work 100% well and you have to refresh the page several times in order to add a new opportunity correctly What problems is Insightly CRM solving and how is that benefiting ...

"It is simple to use and aids in my task organization on a daily and monthly basis."

What do you like best about Insightly CRM? The latest upgrade, which allows you to integrate Insightly with a Chrome extension so that all contacts and templates can be accessed through Gmail's sidebar, is the finest. What do you dislike about Insightly CRM? I suggest using a button rather than a drop-down menu to make customizing or filtering chores easier. What problems is Insightly CRM solving and how is that benefiting you? With the most recent upgrade, we are no longer locked out of ...

"Insightly keeps all of our info organized"

What do you like best about Insightly CRM? What I like best are the recordkeeping and customization capabilities that Insightly offers. It makes it easy to keep all of our organization's information organized in one place, and we're able to create custom fields to fit our needs. What do you dislike about Insightly CRM? The marketing platform within Insightly is not as robust as advertised. Running a simple email campaign proved to be a little bit more complicated than we anticipated. What ...

"Insightly keeps all of our info organized"

What do you like best about Insightly CRM? What I like best are the recordkeeping and customization capabilities that Insightly offers. It makes it easy to keep all of our organization's information organized in one place, and we're able to create custom fields to fit our needs. What do you dislike about Insightly CRM? The marketing platform within Insightly is not as robust as advertised. Running a simple email campaign proved to be a little bit more complicated than we anticipated. What ...

"Insightly is good but I don't know any different."

What do you like best about Insightly CRM? Insightly is fast and works better than our other programs at work. What do you dislike about Insightly CRM? I wish it refreshed itself so I did not have to waste time refreshing all the time. What problems is Insightly CRM solving and how is that benefiting you? Insightly helps our team collaborate quickly and effectively across several states.

"Jerry Insightly review"

What do you like best about Insightly CRM? Insightly works well as a CRM Keeps track of several different types of pipelines and is flexible to meet our specific needs Insightly is the only CRM I have used, so not sure how this compares What do you dislike about Insightly CRM? Learning how to take advantage of all the features is a chore. I basically stick to what I know, but I understand there are many features that I don't know. This is similar to my top of the line Microwave -- all I use ...

"Simple and Effective"

What do you like best about Insightly CRM? The ease of access from any device anywhere, ready to use for work remotely and in the office. What do you dislike about Insightly CRM? The only Dislike is sometimes crashes, but that's pretty occasional. What problems is Insightly CRM solving and how is that benefiting you? Solving workflow management, ques are simple and better to track workflow coming in and out.

"Insightly is an intuitive CRM!"

What do you like best about Insightly CRM? I like how easy it is to generate custom reports. I'm often having to pull data on our partner firms and I like that I can create those reports easily and all of the information I need is in one place. What do you dislike about Insightly CRM? I dislike that the important for the opportunities can sometimes be disorganized. This could be an issue on the user's end and not Insightly's end. What problems is Insightly CRM solving and how is that ...