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

"HCT recently used Insightly for over 2 years."

What do you like best about Insightly CRM? The functionality to add whatever we'd like. It was a great tool to follow up with all our donors and make sure they were happy. The dashboards were my favorite part of the system. What do you dislike about Insightly CRM? I disliked that we were promised some functionality and never received it. ie. the option to auto email all our donors a birthday email on their birthday. We were never able to set that up. Recommendations to others considering ...

"It makes an already efficient employee more productive."

What do you like best about Insightly CRM? Personal reports are easily modifiable to your preference. What do you dislike about Insightly CRM? I hope there is an option to edit fields in the report view rightaway. What problems is Insightly CRM solving and how is that benefiting you? Prioritization of projects and continuity are easily monitored when I used insightly.

"Great tool to follow up how far we are in creating new potential sales"

What do you like best about Insightly CRM? I like the fact that we can build a logical path to best approach clients What do you dislike about Insightly CRM? I had problems to make a difference between leads and contacts What problems is Insightly CRM solving and how is that benefiting you? Better follow up of contacts with leads

"Yea it's a great CRM for tracking people. We track teachers and admin members for our program."

What do you like best about Insightly CRM? The search feature is brilliant. It always presents the results for the option I'm looking for, even with just a few characters added to it. Very smart indeed! What do you dislike about Insightly CRM? It just feels outdated in design. I feel like I'm working on something Windows would show in the early 2000's. It's just time for a design facelift I think. Recommendations to others considering Insightly CRM: I don't know what you use now but I think ...

"Automated my work life!"

What do you like best about Insightly CRM? I was able to set everything up to automate repetitive tasks & have all my information in one place. What do you dislike about Insightly CRM? Still some fields / elements I would like to be able to customise - like set default sorting of tasks within a project What problems is Insightly CRM solving and how is that benefiting you? Massive time savings

"It allow all the employee to do follow up professionally ,"

What do you like best about Insightly CRM? easy to use, easy to add not and share it with co-worker What do you dislike about Insightly CRM? I need to log in every time I need to use it; security is a high level What problems is Insightly CRM solving and how is that benefiting you? keep on updating the leads

"I find it very easy to use and the customization of the CRM has been very helpful for our company."

What do you like best about Insightly CRM? The usability of finding customers has been very helpful. We are able to track a lot of information with the CRM that we weren't able to before. What do you dislike about Insightly CRM? It was a steep learning curve at first as there are so many components to it. What problems is Insightly CRM solving and how is that benefiting you? Keeping track of customers and what customers are active or not at any given time. We are now able to have a much ...

"Awesome CRM Couldn't ask for more"

What do you like best about Insightly CRM? Everything, but the task lists and projects are awesome. It makes it very easy to follow along with your day and what you have going on. It's also nice to run lists and automatically send emails to those lists of clients. This saves so much time What do you dislike about Insightly CRM? The fact that on your task list you must keep clicking the drop down arrow if you have more than 50 tasks. Then you have to do that again after you mark one off. ...

"Very easy system to us"

What do you like best about Insightly CRM? Keeping track of tasks and activities is seem less What do you dislike about Insightly CRM? Pulling data for charts can be complocated What problems is Insightly CRM solving and how is that benefiting you? Keeping track of orders and tasks

"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 ...