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

"A Must Have"

What do you like best about Insightly CRM? I love that we are able to keep all of our leads and clients on track throughout the pipeline. We are able to personalize the CRM to tailor toward exactly what we need in order to keep our clients and tasks organized. What do you dislike about Insightly CRM? There really isn't anything that I've noticed that's missing from a user standpoint. It seems to be very customizable from the lengths that I've worked with it. My only complaint is that it ...

"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.

"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

"Very Handy and Easy To Use"

What do you like best about Insightly CRM? I liked having the ability to track my opportunities from start to finish while keeping the information clear and separate. What do you dislike about Insightly CRM? It was not as easy as I thought to do the background changes relative to my field and country. We made it work but had a lot of help from the Insightly team. Recommendations to others considering Insightly CRM: Test the product before investing to verify needs. We enjoy the ease of ...

"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 ...

"Very user friendly"

What do you like best about Insightly CRM? I needed something affordable and expandable that did not require an IT department to figure out. Insightly fit that perfectly. What do you dislike about Insightly CRM? Lack of full integration into Gmail. I wish I could reply seamlessly from gmail and it would update on Insightly. What problems is Insightly CRM solving and how is that benefiting you? No problems, benefits are the reason I signed up for a CRM: a planned program to follow up with ...

"Insightly works wonders!"

What do you like best about Insightly CRM? I really like the fact that I don't have to type in the entire name of a customer, and it already pops out almost immediately in the TOP SEARCH RESULTS. What do you dislike about Insightly CRM? What I do not like is that if I type in the complete name and hit enter, the name won't be entirely at the top. What problems is Insightly CRM solving and how is that benefiting you? I am mostly using it for data entry, so I am just adding data for my ...

"Brooklyn Funding Group Experience"

What do you like best about Insightly CRM? Creating a task list and activity set that can quickly apply is beneficial to our workflow. As a business that does not grow from physical commerce but provides a service, having a sales CRM that we can still use in the real estate industry has been extremely helpful when managing loans. What do you dislike about Insightly CRM? The email capabilities are not what we expected. We are unable to edit the content to include photos and are unable to ...

"Great App and Excellent Support / Account Management Staff."

What do you like best about Insightly CRM? Our company loves this app. Its very helpful onboarding clients with Pipelines and Activity Sets. Activity Sets are pre-programmed tasks that will deploy based on a date, category and who it's assigned to. What do you dislike about Insightly CRM? The iPhone / Android app is nice to have, but is not exactly great to use. Not nearly as good as the computer application. It works fine but not nearly as great as the PC app. What problems is Insightly ...

"Excellent Platform!"

What do you like best about Insightly CRM? Insightly is a friendly platform that allows you to organize your tasks, follow up your sales, and analyze through statistics your numbers to achieve your goals. What do you dislike about Insightly CRM? In terms of emails templates, there´s not allowed to attach pictures in the body of the emails, making it less visually attractive. Recommendations to others considering Insightly CRM: Insightly is an excellent CRM system in which you can analyze ...