9.3
Spot Score
Insightly Reviews in July 2026: User Ratings, Pros & Cons
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Insightly Reviews & Ratings
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 231-240 out of 877
JH
John H
12/27/21
"Insightly continues to evolve to meet the needs of our business"
What do you like best about Insightly CRM? The integration of task and project management with contact management What do you dislike about Insightly CRM? I would like improved two-way integration with MailChimp What problems is Insightly CRM solving and how is that benefiting you? Insightyly has provided a single integrated view of all my buisness relationships - cusotmers, suppliers and partners - with deeply integrated task and project management facilities that mean we never drop the ball.
KT
Kelly T
12/21/21
"Insightly has made a wonderful difference in our documentation and record keeping"
What do you like best about Insightly CRM? quick record notes and reviews I love how i can rely on the information being protected and easily accessible What do you dislike about Insightly CRM? navigation from one tab to next when using search What problems is Insightly CRM solving and how is that benefiting you? memory and data storage Once increased, than the benefits of quick review of records
FM
Frank M
12/21/21
"Pretty useful and and handy"
What do you like best about Insightly CRM? easy for organization, you can keep track and the whole team their tasks, the pipeline. What do you dislike about Insightly CRM? Sometimes they change the format to view everything for a couple of days and disrupts the way you manage every tasks in your daily basis. What problems is Insightly CRM solving and how is that benefiting you? easy organization of pipeline, easy to keep track of every employer and their task handling. You can sectionate ...
Read more
AO
Arahina O
12/21/21
"Insightly CRM review"
What do you like best about Insightly CRM? I enjoy the dashboard. It is simple to understand and shows you quantitative data to pull for reporting purposes. We also track the progress of our clients and can keep on top of the comms. What do you dislike about Insightly CRM? It is a little tricky to navigate the back end without training. If you have little to no experience with CRM systems, it can take a little while to learn the new approaches and identify a method that works for you. What ...
Read more
KT
Kelly T
12/21/21
"Insightly has made a wonderful difference in our documentation and record keeping"
What do you like best about Insightly CRM? quick record notes and reviews I love how i can rely on the information being protected and easily accessible What do you dislike about Insightly CRM? navigation from one tab to next when using search What problems is Insightly CRM solving and how is that benefiting you? memory and data storage Once increased, than the benefits of quick review of records
FM
Frank M
12/21/21
"Pretty useful and and handy"
What do you like best about Insightly CRM? easy for organization, you can keep track and the whole team their tasks, the pipeline. What do you dislike about Insightly CRM? Sometimes they change the format to view everything for a couple of days and disrupts the way you manage every tasks in your daily basis. What problems is Insightly CRM solving and how is that benefiting you? easy organization of pipeline, easy to keep track of every employer and their task handling. You can sectionate ...
Read more
AO
Arahina O
12/21/21
"Insightly CRM review"
What do you like best about Insightly CRM? I enjoy the dashboard. It is simple to understand and shows you quantitative data to pull for reporting purposes. We also track the progress of our clients and can keep on top of the comms. What do you dislike about Insightly CRM? It is a little tricky to navigate the back end without training. If you have little to no experience with CRM systems, it can take a little while to learn the new approaches and identify a method that works for you. What ...
Read more
JA
Jill A
12/21/21
"Solid CRM"
What do you like best about Insightly CRM? Great system to use to create a database of clients and contacts and all pertinent information regarding sales etc. What do you dislike about Insightly CRM? It can be a little confusing when trying to create a report. Could be simplified a little more. Recommendations to others considering Insightly CRM: Great CRM to use, but unless you are good at researching and self teaching/learning you will need to buy a support subscription. What problems is ...
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MR
Maxwell R
12/20/21
"Very good CRM"
What do you like best about Insightly CRM? Customizable and scalable to our unique needs. The pricing is very valuable for the spend. I like that Insighgtly is constantly improving its integrations with external software. What do you dislike about Insightly CRM? The edit areas can get stuck after filling out a note for example, and they won't update until the page is refreshed. It is cumbersome compared with other similar editable boxes I have used. What problems is Insightly CRM solving ...
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CF
Catherine F
12/18/21
"I use it every day. User-friendly and robust features."
What do you like best about Insightly CRM? Insightly is easy to use, understand, and navigate. I like that I can link everything from Gmail and my Google products. My favorite feature by far is the opportunites dashboard. I like the idea of tracking my leads from start to finish and updating along the way is so easy allows for seamless follow-through. I never need to wonder where things stand as it's all updated in one spot. What do you dislike about Insightly CRM? I have no real ...
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Disclaimer: This research has been collated from a variety of authoritative sources. We welcome your feedback at [email protected].