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

"User friendly CRM that allows us to keep tabs on our projects through all stages of the pipeline."

What do you like best about Insightly CRM? There are many ways to search for information and data that we have gathered from our leads. What do you dislike about Insightly CRM? Sometimes I have to scroll through the results of searches to find the correct record. Recommendations to others considering Insightly CRM: Can't think of anything, unable to take and save screenshot What problems is Insightly CRM solving and how is that benefiting you? We've been able to keep reliable records for ...

"Keeps us on track and easy to use!"

What do you like best about Insightly CRM? Task list is easy to populate and update, custom fields on opportunity profiles make it easy to add/track what you need to, smart merge helps with duplicate data entry. Two thumbs up all around! What do you dislike about Insightly CRM? Updates sometimes make certain functionality change or go away. Recommendations to others considering Insightly CRM: make sure it can meet your specific business workflow; that's advice before implementing any CRM ...

"Excellent tool to connect with your target audience"

What do you like best about Insightly CRM? The way tech is used here to make sure the right people are connected is commendable, to say the least What do you dislike about Insightly CRM? The interface can be slightly tricky to navigate at times if you are not familiar with the software What problems is Insightly CRM solving and how is that benefiting you? Instant connect with your target audience & the ability to interact with the right kind of people quickly helps us get results in a ...

"Great Application"

What do you like best about Insightly CRM? Very user-friendly to input and search for information. Create contact, make task and arrange for Due date, Reminder What do you dislike about Insightly CRM? the search engine needs to be better. SOme times we can not find the categories Recommendations to others considering Insightly CRM: Much better than the other similiar product What problems is Insightly CRM solving and how is that benefiting you? We enjoyed working with Insight and CRM is great

"Strong task based CRM tool."

What do you like best about Insightly CRM? The integration with the G-Suite is great. Email notifications, the ability to save direct to Insightly from Gmail are both great tools. What do you dislike about Insightly CRM? Better sorting and searching would be useful. For some reason, searching will only return a single page of results. What problems is Insightly CRM solving and how is that benefiting you? We use Insightly for a number of things. On my side of the business we use it for ...

"Easy to use--and allows for matrixed relationships!"

What do you like best about Insightly CRM? I needed the ability to associate a single person with multiple companies, multiple opportunities, multiple projects, multiple tasks, etc. Insightly does this. Others do not. I absolutely love it. What do you dislike about Insightly CRM? Doesn't have the most beautiful interface, but it works. What problems is Insightly CRM solving and how is that benefiting you? The ability to make highly matrixed connections and see unrelated tasks, projects and ...

"Great Platform"

What do you like best about Insightly CRM? The Platform is easy to use and needs very little time to learn how to use it for beginners. What do you dislike about Insightly CRM? I thought initially it was a bit expensive, however I realise it is very good value for money. Recommendations to others considering Insightly CRM: Excellent CRM system, new staff will find it easy to use. What problems is Insightly CRM solving and how is that benefiting you? Customer information is all stored ...

"Completely changed the game"

What do you like best about Insightly CRM? Insightly really helped our consultancy business expand and enhance our professionalism. In an industry where relationships are so important, having such a great CRM really helped us in a big way. What do you dislike about Insightly CRM? I have struggled a bit with organising and scheduling tasks for project management, but the Insightly team have been so helpful with their ongoing support to help resolve this. What problems is Insightly CRM ...

"Insightly"

What do you like best about Insightly CRM? It is User friendly and we like the relational connections. What do you dislike about Insightly CRM? hard to get them to make software changes when something seems to break in the system Recommendations to others considering Insightly CRM: it works for us as a relational database, so if that is your requirement, it's great. What problems is Insightly CRM solving and how is that benefiting you? We are tracking and communicating with 900 constituents ...

"Great CRM"

What do you like best about Insightly CRM? I love how customizable this CRM is. The way I can create very specific processes and tasks that I can easily follow is one of my favorite features, not to mention the ability to assign tasks to others and track the progress. What do you dislike about Insightly CRM? At the moment there is nothing I dislike about this CRM What problems is Insightly CRM solving and how is that benefiting you? Organization is the problem that I am solving, this CRM ...