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Insightly - CRM Software

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

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4.26

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Insightly Reviews & Ratings

4.26

Very Good

Based on 717 ratings & 877 reviews

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Rating Distribution

Excellent

(502)

Very Good

(253)

Good

(72)

Poor

(40)

Terrible

(10)

Spotsaas Editor’s POV

Insightly CRM stands out as a user-friendly and customizable platform for businesses aiming to improve sales processes and centralize customer data. Its strengths lie in its adaptability to various organizational needs, offering features such as pipeline tracking, task automation, and contact management. Users appreciate its ability to seamlessly integrate with ...Read more

Insightly pros and cons

  • Insightly helps manage contacts, leads, deals, and opportunities, offering a unified platform for sales and marketing teams.

  • The built-in real-time messaging feature makes collaboration easy, keeping teams aligned on deals and client communications.

  • Insightly syncs with Outlook and Gmail, simplifying the process of organizing contacts and tracking communications.

  • The clean interface makes it easy for teams to adapt quickly and start using the platform effectively.

  • While useful for basic CRM tasks, Insightly's reporting tools could be more capable for advanced analytics.

  • The mobile app doesn't offer the same range of features as the desktop version, which could limit productivity on the go.

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Showing 201-210 out of 877

AU

Anonymous User

03/04/22

5 out of 5

"Insightly is great!"

What do you like best about Insightly CRM? I have When using Insightly for over three years now. We chose Insightly after considering three other CRM providers. I find the customer interface very easy to use. Also the ability to store customer data and link it with other applications is phenomenal. Furthermore it's really easy to download customer data into a spreadsheet. What do you dislike about Insightly CRM? At this stage there isn't anything I dislike about the application. It would be ...

Read more

AU

Anonymous User

03/03/22

5 out of 5

"A great way to keep all your needs organized"

What do you like best about Insightly CRM? I love keeping all of my client's information super organized and accessible. What do you dislike about Insightly CRM? I can't think of anything at the moment. Maybe I will have a suggestion in the future. What problems is Insightly CRM solving and how is that benefiting you? I haven't had any problems at the moment!

LO

luis o

03/03/22

4.5 out of 5

"it is very simple to use and help a lot for the deals and oportunitys."

What do you like best about Insightly CRM? its simple to use, very good desing. i recomend a lot What do you dislike about Insightly CRM? at the bigining its dificult to find the commands but with the use, you can explore and organize very well and easy. Recommendations to others considering Insightly CRM: its powerful and help a lot for the sales opportunities What problems is Insightly CRM solving and how is that benefiting you? dificult to find the commands but when you know the right ...

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AU

Anonymous User

03/03/22

5 out of 5

"Awesome!"

What do you like best about Insightly CRM? Insightly is intuitive, user-friendly, and super easy to use. I rely on Insightly day in and day out to manage my task list, contacts, opportunities. Highly recommend it What do you dislike about Insightly CRM? Nothing as such. We are super happy using Insightly for our small business. I would highly recommend it to small businesses to keep themselves organized. Recommendations to others considering Insightly CRM: Please go ahead and make this ...

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JH

Jared H

03/03/22

2 out of 5

"Multi-tasking system? Couldn't be Insightly"

What do you like best about Insightly CRM? The customization that you can implement is very nice and makes things easy to find with all the unique fields you can put in. What do you dislike about Insightly CRM? I strongly dislike the 1-hour cache. It's been brought to my attention that dashboards and reports can't be on the same speed level of updating, it has to be one or the other which is ridiculous. My company mainly uses reports and with them being cached for 1 hour this really makes ...

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BH

Bryan H

03/02/22

5 out of 5

"Great "Light" System - packed with features"

What do you like best about Insightly CRM? Much "lighter" than competitors but still packed with features What do you dislike about Insightly CRM? Newer system so employees have to spend time learning an training on it Recommendations to others considering Insightly CRM: Look at the total cost of a fully implemented solution once scaled What problems is Insightly CRM solving and how is that benefiting you? Sales/Sales Management/Commission Tracking/Full Client Life Cycle

DW

Dean W

03/01/22

5 out of 5

"Good small & medium size business system."

What do you like best about Insightly CRM? A good place to store all notes, estimates and invoices and easy to navigate. We started off as a small business and are now a medium size business and it's still working well for us What do you dislike about Insightly CRM? Having to go back to the beginning every time you search for something Recommendations to others considering Insightly CRM: It's worth getting What problems is Insightly CRM solving and how is that benefiting you? We can go back ...

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AM

Atif M

03/01/22

5 out of 5

"Solid! Been using Insightly for 3 years"

What do you like best about Insightly CRM? The pages load fast and I like how quick and easy it is to navigate from contact to contact, page to page and the convenience of the mobile app - all while tracking progression of each lead n What do you dislike about Insightly CRM? Inability to do mass texting campaigns. Would like to be able to have made for you templates for emails and texts that can be used for each tag/group that is created. Being able to send staggered text/email messages to ...

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AP

Amy P

03/01/22

5 out of 5

"High powered CRM with project and task management"

What do you like best about Insightly CRM? I love the customization of Insightly. Out of the box, it works... yet you can create custom views, filters, fields, and reports. The task management feature is impressive for a team, with categories, custom views, and assigning tasks. Multiple project pipelines ensure various types of projects are well managed. Activity sets (or workflows) keep everything moving forward. I am a CRM expert who helps clients implement CRM systems, and Insightly is ...

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FR

Fabricio R

03/01/22

5 out of 5

"Absolutely Perfect"

What do you like best about Insightly CRM? I have been looking around for a long time for a CRM with good features and accessible pricing and Insightly combine both powerful features and budget pricing. What do you dislike about Insightly CRM? It could have a better card interface for the opportunities and leads What problems is Insightly CRM solving and how is that benefiting you? Insightly helps me to keep my team daily up to date with our customers.

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Disclaimer: This research has been collated from a variety of authoritative sources. We welcome your feedback at [email protected].