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

"Insightly review from SH"

What do you like best about Insightly CRM? Easy to use and navigate. I appreciate how easy it is to add notes and organizations. What do you dislike about Insightly CRM? Sometimes the search bar doesn't work unless you are on the home page. What problems is Insightly CRM solving and how is that benefiting you? Not really solving problems, just making notes for other team members to have access.

"Insightly review from SH"

What do you like best about Insightly CRM? Easy to use and navigate. I appreciate how easy it is to add notes and organizations. What do you dislike about Insightly CRM? Sometimes the search bar doesn't work unless you are on the home page. What problems is Insightly CRM solving and how is that benefiting you? Not really solving problems, just making notes for other team members to have access.

"Insightly allowed me to track prospective clients and to automate the needs of current clients"

What do you like best about Insightly CRM? the feature I liked the best was in the way I could customize the needs of my business. I create professional videos. I could thoroughly board a customer, start projects, send invoices, and research past projects for repeat clients all from within Insightly. My task lists could be separated according to the type of work I was doing. For instance, I had a specific set of tasks I used for real estate video projects, video announcements for churches, ...

"the software experience has been intuitive"

What do you like best about Insightly CRM? I like the idea of having all the information about the client, his collaborators, exchanged emails..., in the same place. What do you dislike about Insightly CRM? I would like to know how to use the "reports" section better, I imagine it would be essential to have tutorials in the Portuguese language to help with this issue. Recommendations to others considering Insightly CRM: I suggest that they assess whether the CRM system they have allows for ...

"I've found Insightly useful for tracking customer activities"

What do you like best about Insightly CRM? Being able to track/prioritise tasks and use opportunity pipelines to monitor lead progression What do you dislike about Insightly CRM? It is quite complex, if it was made simpler it could improve the platform Recommendations to others considering Insightly CRM: Its a very useful tool for managing customer relationships What problems is Insightly CRM solving and how is that benefiting you? Helping to deal with customer problems and track ...

"Insightly Helps Me Stay Organized"

What do you like best about Insightly CRM? I love the different filters for running lists & sending emails directly from Insightly. What do you dislike about Insightly CRM? The limited number of results that are brought up when I type in a search term. All the results should be brought up rather than just the first few. Recommendations to others considering Insightly CRM: Well worth the price. I would recommend it to anyone. What problems is Insightly CRM solving and how is that benefiting ...

"An Excellent CRM solution"

What do you like best about Insightly CRM? The interface is very user-friendly. There is no downtime since we have been using it for over seven years. It is customizable and integrates with useful data storage i.e google drive and one drive. What do you dislike about Insightly CRM? There is nothing to dislike about this software apart from a few more features that can be added to manage finance and marketing in the same CRM. The direct email option can be updated too with some additional ...

"Helpful and easy to use."

What do you like best about Insightly CRM? Tasklist and filter system to help me stay organized. What do you dislike about Insightly CRM? Sometimes have to reorganize and create tasks can be tedious. What problems is Insightly CRM solving and how is that benefiting you? Organizing activities.

"Excellent / essential business tool"

What do you like best about Insightly CRM? Creating an onboarding sequence that matches my requirements was possible with Insightly where it hasn't been with other systems. Automated work flows and activity sets make things very streamlined, especially with issues like GDPR obligations. What do you dislike about Insightly CRM? The one thing that I would love to see in Insightly is the ability to open and edit spreadsheets of some kind directly in the app. And while the mobile app that's ...

"Insightly Helps Me Stay Organized"

What do you like best about Insightly CRM? I love the different filters for running lists & sending emails directly from Insightly. What do you dislike about Insightly CRM? The limited number of results that are brought up when I type in a search term. All the results should be brought up rather than just the first few. Recommendations to others considering Insightly CRM: Well worth the price. I would recommend it to anyone. What problems is Insightly CRM solving and how is that benefiting ...