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

"Flexible customisable and easy to use."

What do you like best about Insightly CRM? It's so easy to import/export and manipulate data. It's straightforward to customise screens, records and fields. What do you dislike about Insightly CRM? Occasional dev glitches - especially with dates in reports What problems is Insightly CRM solving and how is that benefiting you? Disparate data sources around the organisation, no one central resource for contact data. It's revolutionised workflow and reduced admin time.

"Functional CRM"

What do you like best about Insightly CRM? Our team loves the customization that is allowed so that we can make the CRM tailored to us. it's pretty intuitive! What do you dislike about Insightly CRM? As the implementor of the CRM for our company and managing our tech stack. I have found it definitely lacks in integrations with other marketing/sales platforms. This could greatly be improved upon for the future. Recommendations to others considering Insightly CRM: Insightly has been a ...

"Insightly"

What do you like best about Insightly CRM? It is easy to organize and filter contacts. What do you dislike about Insightly CRM? Lafk of automations are a downside with Insightly What problems is Insightly CRM solving and how is that benefiting you? Contact organization

"Powerful, but lacking"

What do you like best about Insightly CRM? I like that you can sign in with GSuites, create custom fields and automate What do you dislike about Insightly CRM? Cannot change GSuites login, even if you rebrand as a company. Cannot connect to many tools without using a third party tool. What problems is Insightly CRM solving and how is that benefiting you? Tracking leads and sales processes

"Integrate customer data and make it more visible"

What do you like best about Insightly CRM? It helps in building a strong relationship between customer as it has a variety of functions and integrated tools. It keeps the customer’s potential data for maintaining and increasing the productivity of the business. If more users are needed you can add them through its drop-down menu. Visibility settings are allowed to set when you set new records. Specific information about their customers' contacts is provided in it such as information ...

"Insightly works for us!"

What do you like best about Insightly CRM? Insightly has been a great CRM solution for our small team. We love the business card scanner capability! If only we had more networking events to attend in person. What do you dislike about Insightly CRM? Not necessarily a dislike, but still trying to figure out their integrations to some of our other systems and how those talk to each other. What problems is Insightly CRM solving and how is that benefiting you? An easier way to track leads, ...

"Insightly: Great Potential for SB"

What do you like best about Insightly CRM? Insightly offers users the ability to customize fields and it is simple to configure. I was able to configure Insightly for use in my recruiting business. What do you dislike about Insightly CRM? Insightly did not continue to advance as quickly as other CRM products. What problems is Insightly CRM solving and how is that benefiting you? When I reduced the number of employees working in my business, I switched from another provider to Insightly. I ...

"Insightly CRM a best choice for your organization"

What do you like best about Insightly CRM? The best partner in managing, interacting & improving business relationships. What do you dislike about Insightly CRM? Insightly CRM best suits small scale businesses What problems is Insightly CRM solving and how is that benefiting you? Integrating Cliental base, organizing relationships & managing business activities, processes & controls.

"Insightly gets the job done, but I would be open to another CRM"

What do you like best about Insightly CRM? The best function in Insightly is the easy workflow setup. Insightly allows you to customize and filter without limitations. I also appreciate that Insightly is user-friendly. The built-in workflow automation and organized features such as task and project management make my role as a coordinator super smooth. What do you dislike about Insightly CRM? I don't particularly appreciate that there isn't an option to mention a colleague or notify someone ...

"Enjoyable CRM to use when organizing company and client information"

What do you like best about Insightly CRM? We use this at my company as a way to organize tasks and projects for clients, in addition to storing client information. So, it is more like a project manager rather than a CRM. What do you dislike about Insightly CRM? Lack of tutorial videos and help! I feel like it would be more helpful to new users to utilize how-to and informational videos to learn the system What problems is Insightly CRM solving and how is that benefiting you? The timelines ...