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

"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 ...

"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 ...

"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!

"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 ...

"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 ...

"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

"A user friendly and effective CRM system"

What do you like best about Insightly CRM? The graphical user interface, the dashboards and report are really useful. So is the filter list views and the relation between objects. The GUI is customisable, which is truly useful as well :-) What do you dislike about Insightly CRM? There is one major drawback of the system, and that is the fact that in any kind of logic (including queries for dashboard cards, filtered lists, and reports), there doesn't seem to be any way of making a query by ...

"Very Useful for Sales"

What do you like best about Insightly CRM? I can enter all my leads. Create opportunities and have 90 days, 60 days, 30 days pipeline. Also, my boss can keep a tab on my progress and this becomes like a regular reporting. What do you dislike about Insightly CRM? I have to login again even when I keep Insightly open on one of my browser tabs. Recommendations to others considering Insightly CRM: I highly recommend Insightly CRM to those who mainly sell and get lot of leads through their ...

"Awesome Customer Management Tool"

What do you like best about Insightly CRM? Insightly Dashboards & Reports are used in my team's daily workflow. They are reference points to check the status of key accounts (projects). The reports can be sent by email which allows my team to stay on track with key metrics. What do you dislike about Insightly CRM? The search feature in Insightly could be improved. It can be difficult to find an account (project) if you haven't already searched the project before. We've given this feedback ...

"Insightly CRM"

What do you like best about Insightly CRM? Insightly CRM allows the company to integrate other apps with ease. The savings over more expensive CRM systems and paying a developer are great. What do you dislike about Insightly CRM? Reports are a little difficult but not too bad. What problems is Insightly CRM solving and how is that benefiting you? We are able to follow our customers and their specific projects with little effort. Using a CRM like this one means that each customer record ...