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

"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 ...

"Great and Flexible CRM"

What do you like best about Insightly CRM? The Insightly system provides all the services we want from a CRM without being overly rigid in structure and forcing us to confrom exactly to a predetermined mold. The customization and flexibility of the terminology it allows us to use and the reporting we can track means training others on the system and getting buy in on utilization was effortless. What do you dislike about Insightly CRM? The built-in email system for sending out group emails ...

"Great product at a reasonable cost."

What do you like best about Insightly CRM? Cloud based, so available across all devices (including mobile.) Some configurability with setting up important fields that we need. What do you dislike about Insightly CRM? Importing of emails is not as easy as we would like. The system has trouble recognizing the email addresses and tying them to existing entries. What problems is Insightly CRM solving and how is that benefiting you? Ability to organize contacts and companies by strategic ...

"A great way to track your prospects and customers"

What do you like best about Insightly CRM? Insightly is highly customizable and easy to use. I love the integration with Outlook. What do you dislike about Insightly CRM? There are a lot of features I don't need. Recommendations to others considering Insightly CRM: This is a wonderful tool. After years of use, you will need to purge unused email templates, contacts, and other items to keep the look and feel of Insightly clean. What problems is Insightly CRM solving and how is that ...

"Extremely organized and efficient work space."

What do you like best about Insightly CRM? The way you can query data from reports while still in the user-friendly database is unmatched. What do you dislike about Insightly CRM? You can only use eight filters on your customized reports. What problems is Insightly CRM solving and how is that benefiting you? We're solving issues concerning solar installations. Insightly helps us keep a close eye on ETA and other important dates.

"User friendly and nice features"

What do you like best about Insightly CRM? The flexibility of the program to customize the reports and control the opportunities and projects. Also, the user-friendly platform helps to make the training easier. What do you dislike about Insightly CRM? You are not in control of your uploaded files. What problems is Insightly CRM solving and how is that benefiting you? opportunity and follow-ups

"Love it!"

What do you like best about Insightly CRM? It's so user-friendly. Everything is very accessible and well organized. What do you dislike about Insightly CRM? Deleting files - all the steps and reloading. That you have to go back to the page you are on. Need a bulk delete option. Also, that every thumbnail and attachment is grabbed from every email and filed. More stuff for me to delete. Recommendations to others considering Insightly CRM: Definitely worth it! What problems is Insightly CRM ...

"organized and useful"

What do you like best about Insightly CRM? Using Insightly CRM makes everything for business owners or people who have a lot of cases on their hands to take care of much easier and more convenient. What do you dislike about Insightly CRM? Sometimes it can get slow and frustrating. Recommendations to others considering Insightly CRM: keep everything in place. What problems is Insightly CRM solving and how is that benefiting you? It keeps everything organized.

"Great CRM"

What do you like best about Insightly CRM? Its an easy to use crm, good mobile application What do you dislike about Insightly CRM? you can customize some stuff that would be handy Recommendations to others considering Insightly CRM: Good CRM What problems is Insightly CRM solving and how is that benefiting you? Solving data tracking problems. benefits of increased sales

"As an Insightly user, I'm overall happy with it."

What do you like best about Insightly CRM? I like the project Kanban view best. It's a quick visual of all the projects we're working on, who's in charge, and the due date. I also really like the ability to search through all projects by different fields. It helps me find projects comparable to what I'm currently working on. What do you dislike about Insightly CRM? I don't close insightly each night, so when I come back the next morning and click on a project before logging back in, I get a ...