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

"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 ...

"Very easy sufficient platform to use!"

What do you like best about Insightly CRM? I like the ease of using the program. A lot has changed because of the pandemic and easy-to-use platforms is a plus to be stress free. What do you dislike about Insightly CRM? I have no issues with the platform at all. Pleasure to use for work and communication with others. What problems is Insightly CRM solving and how is that benefiting you? I solved problems of a platform where info and answers could be stored and ranked for review and submissions.

"Very useful for the application we utilise it for"

What do you like best about Insightly CRM? The linking ability between organisations and tasks What do you dislike about Insightly CRM? nothing it does manage to meet the requirements we use it for currently What problems is Insightly CRM solving and how is that benefiting you? Customer journeys

"Very easy sufficient platform to use!"

What do you like best about Insightly CRM? I like the ease of using the program. A lot has changed because of the pandemic and easy-to-use platforms is a plus to be stress free. What do you dislike about Insightly CRM? I have no issues with the platform at all. Pleasure to use for work and communication with others. What problems is Insightly CRM solving and how is that benefiting you? I solved problems of a platform where info and answers could be stored and ranked for review and submissions.

"Excellent tool for an IT service provider"

What do you like best about Insightly CRM? We can manage all our sales cycles from opportunity through to project/service delivery very well with Insight.ly. The integration with GSuite is good, and the overall user friendliness is better than many comparable tools What do you dislike about Insightly CRM? There is an annoying BCC that I cannot get rid of, and once you enable this feature, I appear to be stuck with all my GMails automatically filling the BCC in. The technical team at ...

"Insightly = Business Management"

What do you like best about Insightly CRM? I joined Insightly when my business was just beginning and the CRM has grown well with me. Linking the contacts and opportunities is possibly the best feature for my needs What do you dislike about Insightly CRM? When you add a new contact, if you dont complete all features at that stage, such as 'role' they cannot be added later What problems is Insightly CRM solving and how is that benefiting you? The CRM controls my marketing funnel, with new ...

"Very Good CRM for Sme`s"

What do you like best about Insightly CRM? Leads management and conversion , Centralised contact management , business pipeline and reports What do you dislike about Insightly CRM? There are some applications that we use like Sales QL , Linkedin sales navigator that we cannot integrate Recommendations to others considering Insightly CRM: Insighltly is a good Crm for small companies that need to centralize contacts , manage tasks & opportunities, leads follow up What problems is Insightly ...

"Easy to use"

What do you like best about Insightly CRM? Very easy to use and navigate, the reports are useful for sales What do you dislike about Insightly CRM? It could be easier to add customers to the same CR number Recommendations to others considering Insightly CRM: Give it a go! What problems is Insightly CRM solving and how is that benefiting you? Able to see easily customers I have contacted all week/month

"Insightly = Business Management"

What do you like best about Insightly CRM? I joined Insightly when my business was just beginning and the CRM has grown well with me. Linking the contacts and opportunities is possibly the best feature for my needs What do you dislike about Insightly CRM? When you add a new contact, if you dont complete all features at that stage, such as 'role' they cannot be added later What problems is Insightly CRM solving and how is that benefiting you? The CRM controls my marketing funnel, with new ...

"Very Good CRM for Sme`s"

What do you like best about Insightly CRM? Leads management and conversion , Centralised contact management , business pipeline and reports What do you dislike about Insightly CRM? There are some applications that we use like Sales QL , Linkedin sales navigator that we cannot integrate Recommendations to others considering Insightly CRM: Insighltly is a good Crm for small companies that need to centralize contacts , manage tasks & opportunities, leads follow up What problems is Insightly ...