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

"Very helpful & intuitive"

What do you like best about Insightly CRM? Reporting functionality is easy to use and useful for our data analysis across all teams. What do you dislike about Insightly CRM? As far as I am aware, there are no automatic alerts that can be pre-set into the system for a sales process. All reminders have to be manually created. What problems is Insightly CRM solving and how is that benefiting you? The ability to monitor our leads, opportunities and clients efficiently and then target our ...

"It's very user friendly and efficient!"

What do you like best about Insightly CRM? How easy it is to use, and the ability to export my data. What do you dislike about Insightly CRM? Nothing. I'm not sure. Maybe it could use more drag and drop features? What problems is Insightly CRM solving and how is that benefiting you? I can see my sales progress. I like that I can see how much progress I have made toward my goal.

"Really great Organizational tool for managers on the travel!"

What do you like best about Insightly CRM? Everything can be synced up from your computer to your phone, so every contact, address, names and history of your clients is right at the tip of your fingerprints! What do you dislike about Insightly CRM? Its a little cumbersome to navigate when you first start out, but they have tutorials and information to help you navigate it. Now it's all second nature, and I'm still finding new ways to utilize the tools provided. If you're having ...

"Great for small-medium Companies!"

What do you like best about Insightly CRM? The user's experience is quite smooth and pleasant, queries/reports are easy to set up, lead qualification & customer information is shown in a very concise way - you can control the entire customer lifecycle. What do you dislike about Insightly CRM? It would be absolutely great if the mapping is added to the system - for an external sales force is imperative to visualize customer's location and set up appointments. What problems is Insightly CRM ...

"Solid, but cumbersome CRM that offers marketing, sales, service, projects and other integrations"

What do you like best about Insightly CRM? A wide variety of features and integrations makes this a more substantial CRM tool for prospecting and prospect management What do you dislike about Insightly CRM? It does tend to be a more cumbersome tool with less agility between tasks. The interface is substantial and does offer some ease in navigation. What problems is Insightly CRM solving and how is that benefiting you? Great for marketing...great as a sales tool. Prospecting and tracking ...

"Good for start ups; good value for your money."

What do you like best about Insightly CRM? I have used most of the CRM's in the industry. Insightly has a robust amount of functionality to meet your needs for a CRM. They have additional, higher-level capabilities as your business grows. (We do not use the more advanced license yet.) I also like the simple integration into Box and Google Drive. What do you dislike about Insightly CRM? The base level of license subscription limits the number of custom fields you can have for Organizations, ...

"Excellent Customer Service"

What do you like best about Insightly CRM? Any question or support we have needed from Insightly has been answered quickly. The system itself is intuitive to use and easy to train colleagues on. What do you dislike about Insightly CRM? Downside is you need to upgrade your plan to really customize the CRM to your needs. What problems is Insightly CRM solving and how is that benefiting you? Keeping track of contacts and using the tags to categorize all of our contacts. Benefit is the ability ...

"Insightly works well for keeping everything together."

What do you like best about Insightly CRM? I like how it is easy to navigate and how it keeps everything in one place. What do you dislike about Insightly CRM? I dislike how tasks aren't updated in real-time. Recommendations to others considering Insightly CRM: Insightly works well to manage tasks, although it doesn't constantly update tasks in real-time, making it confusing. What problems is Insightly CRM solving and how is that benefiting you? It allows me to keep all information in a ...

"Insightly is by far the most user friendly CRM I've used"

What do you like best about Insightly CRM? The ease of use and facilitation of plug-ins like Xero What do you dislike about Insightly CRM? I do not like that a customer cant be found by postcode Recommendations to others considering Insightly CRM: If you're looking for something easy to use and keep everything in one place then Insightly is the choice What problems is Insightly CRM solving and how is that benefiting you? Insightly solves the problem of disparate info across our company and ...

"Pretty good, but not perfect"

What do you like best about Insightly CRM? Joint calendar, being able to see all of the different things we have going on in a day. What do you dislike about Insightly CRM? Task interface. When I click that something is complete, it doesn't always register as being completed. Also, after a task is marked as completed, it is nearly impossible to go back and find it. I wish there were an easy way to search or filter through completed tasks. Recommendations to others considering Insightly ...