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

"Improved Workflow"

What do you like best about Insightly CRM? Insightly allows me to keep my opportunities and projects organized while making communicating with my customers more accessible and more efficient. What do you dislike about Insightly CRM? I'm not too fond of the mobile interface. What problems is Insightly CRM solving and how is that benefiting you? The customization of Insightly benefits my customers and me by making it easier and faster to attend to web inquiries.

"Insightly is easy to use and customize for a small business"

What do you like best about Insightly CRM? its customizable and easy to use. Being able to organize all client information. What do you dislike about Insightly CRM? That you cant remove old fields that don't need to be used if they are linked to opportunities or projects What problems is Insightly CRM solving and how is that benefiting you? it keeps information organized so the whole team can work for the team goals

"Insightly is perfectly sufficient to organize client info in a large business."

What do you like best about Insightly CRM? Insightly CRM is easy to navigate and organizes client info very neatly. After a year of use, I have no trouble finding the information I need on any given account. What do you dislike about Insightly CRM? It is occasionally difficult to find a customer's account when the direct account code is not available. Oftentimes, multiple accounts will come up when information only found on one is inputted into the search bar. What problems is Insightly CRM ...

"Organized and user friendly"

What do you like best about Insightly CRM? I like the copying emails to the project in insightly. What do you dislike about Insightly CRM? When opening new tabs I have to log in everytime. What problems is Insightly CRM solving and how is that benefiting you? Its record keeping capabailties are immaculate. It keeps me organized

"Director of Marketing and Business Development"

What do you like best about Insightly CRM? Insightly is a simple, yet powerful CRM platform. I like having the ability to create customized fields to organize our information in a way to works for us. What do you dislike about Insightly CRM? There are some fields that come preset which don't have the ability to be changed. It would also be nice to be able to integrate all of the contacts into Outlook more easily. What problems is Insightly CRM solving and how is that benefiting ...

Easy to use CRM with email campaign, marketing automations

Insightly is very easy to use, plus creating email campaigns with the templates (or customize your own) takes less than 5 minutes. Landing pages, forms, marketing automations and much more.

"Great Sales Tool To Keep Track Of Sales And Clients and Followups"

What do you like best about Insightly CRM? The followup reminders and Sales Dash Board. Also the loading of leads and converting them to opportunities and projects helps you track the sale and set reminders to followup. What do you dislike about Insightly CRM? It does not allow you to track your interaction with the client like how some crms link ur URL from ur email to the client to show you have worked on the client. Recommendations to others considering Insightly CRM: Great Sales and ...

"Insightly needed better UI graphic design and more intuitive features."

What do you like best about Insightly CRM? Project management and workflow was best features. What do you dislike about Insightly CRM? There was not enough customization options and some of the features were not intuitive. What problems is Insightly CRM solving and how is that benefiting you? It was helping with project management and workflow. I did not use the CRM portion of it because there are better CRM's available for real estate agents.

"Insightly is a great way to keep track of my clients"

What do you like best about Insightly CRM? Insightly allows me to connect contacts with opportunities to keep personal and account information accurate and separated. I really like the ease of the interface. What do you dislike about Insightly CRM? Tasks lists look a little jumbled sometimes and it can be difficult to navigate the system if you've never used it before. I think it would be really cool if there were more personalization options as well. What problems is Insightly CRM solving ...

"Feature Review"

What do you like best about Insightly CRM? To manage our contacts from anywhere, it provides easy-to-use Sales Force Automation software. What do you dislike about Insightly CRM? Could be cheaper and more integrations could have been better What problems is Insightly CRM solving and how is that benefiting you? Database management