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

"Using for Real Estate"

What do you like best about Insightly CRM? I like how I can have opportunities (for my potential clients/listings) and then convert them to projects (for the listing/sale). Ability to use tags so I can easily identify who has purchased/sold a home with me in a given year. I set reminders to check on my projects (listings/sales) already in progress, with clients. I like how I could use my own data fields to better correspond with my real estate business. Great CRM! What do you dislike about ...

"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.

"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 ...

"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 ...

"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 ...

"Insightly Review"

What do you like best about Insightly CRM? Visually, it looks great and less cumbersome than other CRMs. What do you dislike about Insightly CRM? It does not have enough fields for certain things, it's hard to keep track of notes, and it creates duplicates too easily. It also doesn't integrate with many other software. Recommendations to others considering Insightly CRM: Watch all their training videos. What problems is Insightly CRM solving and how is that benefiting you? Insightly was ...

"Inslightly"

What do you like best about Insightly CRM? So far, Insighly is easy to upload information. What do you dislike about Insightly CRM? It can be a bit confusing as to where certain customer lists are found. What problems is Insightly CRM solving and how is that benefiting you? Keeping my contacts/prospects in one place.

"Works well but requires a lot of discipline to get the value"

What do you like best about Insightly CRM? All in one place CRM and easy to pass on leads back and forth between team members. What do you dislike about Insightly CRM? Some fo the screens are a bit clunky, and I found it hard to use as a simple task list for this is what I need to do today What problems is Insightly CRM solving and how is that benefiting you? I was using an excel spreadsheet which worked fine for just me, but as my team grew we needed to have a more robust system.

"Easy and efficient"

What do you like best about Insightly CRM? Was Super easy to use and customize we've really been able to tweak this program to meet our needs it enables multiple divisions of our company to have this ability What do you dislike about Insightly CRM? There is little to none Worth mentioning when talking about what you could possibly dislike of this program perhaps if I had to choose something to say it would be there isn't anything that I Dislike Recommendations to others considering ...

"Worst CRM you could possible use!!!"

What do you like best about Insightly CRM? Nothing. Worst customer service I have ever encountered in my life. I wouldn't recommend this to a single person. What do you dislike about Insightly CRM? The customer support. There is 0. Our account expired earlier this month and I lost all data that was housed in this CRM for over 5 years. I have been calling for 3 days straight up to 14 times a day without a single response. When I submit a support ticket, it is automatically deleted. What ...