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

"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 ...

"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 ...

"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 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 ...

"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 ...

"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 ...

"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

"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