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

"Flexibly but clunky"

What do you like best about Insightly CRM? Very flexible and customizable. You can add lots of custom fields on objects and set up automations. What do you dislike about Insightly CRM? Lots of irregularity and warts. E-mail integration works for Google Business but not other accounts; have to forward E_mails manually to Insightly to get them to appear, and they intentionally block auto-forwarded E-mails for some reason. Can link people and projects, but can't link people and custom ...

"Insightly CRM was a useful tool for us when we needed to rethink our customer relationships"

What do you like best about Insightly CRM? The determining factor was that we could fully sync Insightly CRM fields with our Google Workspace groups, users and calendars. That allows us a fairly seamless outreach with our member database. What do you dislike about Insightly CRM? The email marketing builder has been challenging. We have to create newsletters in another tool and copy/paste them in HTLM into Insightly. The smart merge functionality is also time-consuming. What problems is ...

"Very simple and efficient."

What do you like best about Insightly CRM? The organization and efficiency. Pretty easy to navigate once settled in. What do you dislike about Insightly CRM? Things can take too long to be updated after submitting. What problems is Insightly CRM solving and how is that benefiting you? Solving issues for accounts and queues.

"We LOVE Insightly!"

What do you like best about Insightly CRM? The user interface of Insightly is really helpful and allows me to have all customer data in one place. I can now make better business decisions because of it! What do you dislike about Insightly CRM? There is a learning curve with developing your pipelines and just learning the terms they use in the program. Once you know the terms it is easy to use! What problems is Insightly CRM solving and how is that benefiting you? It is solving me not having ...

"Insightly!"

What do you like best about Insightly CRM? Insightly is most helpful because it simplifies everything you need to get your job done and more! It makes work easier and enjoyable! What do you dislike about Insightly CRM? Some of the forms are limited in the data you can input. What problems is Insightly CRM solving and how is that benefiting you? It's beneficial because it closes out the job very quickly.

"Easy to use"

What do you like best about Insightly CRM? The most helpful part of Insightly is that it is very user friendly. We utilize the program to keep track of our clients progress after treatment. We can use it for our notes and information needed to collect good data. I like the customer service we received when we had questions or needed assistance. What do you dislike about Insightly CRM? The only downside is that I have not learned how to utilize the program to it's fullest! I need to review ...

"A CRM solution for every sized organization"

What do you like best about Insightly CRM? Insightly CRM allows our organization to track several ongoing projects (often within multiple cycles). The CRM-based platform provides a comprehensive level of continuity for our organization and integrates seamlessly with Google Workspace. What do you dislike about Insightly CRM? I would prefer more engagement with the customer service team (i.e. training opportunities, tutorials for new aspects of the platform, etc.). At first glance, the ...

"A CRM solution for every sized organization"

What do you like best about Insightly CRM? Insightly CRM allows our organization to track several ongoing projects (often within multiple cycles). The CRM-based platform provides a comprehensive level of continuity for our organization and integrates seamlessly with Google Workspace. What do you dislike about Insightly CRM? I would prefer more engagement with the customer service team (i.e. training opportunities, tutorials for new aspects of the platform, etc.). At first glance, the ...

"Gift Conceirge"

What do you like best about Insightly CRM? We used Insightly most often from New accounts that are coming, bogus contacts and so what I like about is to get our task done in all account What do you dislike about Insightly CRM? The contacts we cant find them that is not send to automation What problems is Insightly CRM solving and how is that benefiting you? organized in all we do, syncing of contacts from different lead and contacts in our Laravel

"Love Insightly's customization and support team!"

What do you like best about Insightly CRM? I like that it's super customizable and that the development team is always there to help us if we get stuck or have an idea we want to implement. What do you dislike about Insightly CRM? We don't use it for sales, so I wish there was an account path that was not sales-based and could help us focus more on our direct needs. What problems is Insightly CRM solving and how is that benefiting you? It's helping us stay more organized, more electronic, ...