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

"insightly CRM Massive sales and effective customer support .."

What do you like best about Insightly CRM? By using this software we foster and strengthen relationships with our clients, while centralizing their data to close more deals. We improve the experience of our potential consumers due to marketing automation, with personalized email templates we involve them in the process, and we position marketing and sales around the buyer's benefit. We can track the journey of stakeholders and guide them through engaging learning experiences. We create ...

"Simple and Easy CRM To get your Business Data Organized"

What do you like best about Insightly CRM? Simple and Ease of use. Very user friendly and easy to navigate. Good option if you are looking to start a CRM for your small business. What do you dislike about Insightly CRM? Lack of integration with other sales/marketing software, slow on updates. UI has been the same for awhile. What problems is Insightly CRM solving and how is that benefiting you? Gave me the opportunity to organize my data for my business. Free option is great when getting ...

Full of Bugs and Poor Service

The platform is fine if you want very basic CRM functionality - but once you need it to do anything useful you need to pay for the Enterprise version and / or know how to do API integrations ( but not via Zapier ) We have had bug after bug and always the response from support is " you need to pay more for that" The lack of customer support is astounding in this day and age. Most support tickets take 3-5 days to get resolved. Save your time and money and go elsewhere

"Insighstly- Great platform to provide personalized experiences to customers and clients"

What do you like best about Insightly CRM? It is a great tool that help automates various marketing activities and help deliver great content to the customer that provides a personalized feel and increases engagement which helps covert sales to revenue.It also integrates with various application like Outlook,Oracle database and warehouse tool.It also helps increase engagement with clients on various digital platform and can be used as central platform to store all customer centric data that ...

"Wonderful for indexing and notes, not so great for project management"

What do you like best about Insightly CRM? I love how much data you're able to keep in Insightly; we use this for Development in a healthcare company, and being able to have custom tags and a searchable index is wonderful. Their pipeline feature for outreach is great too. Another great bonus is the ability to add custom fields to organizations; this means Insightly can work for a variety of different types of organizations; business, sales, healthcare, retail, etc. There's also a mobile ...

"Great once personalized"

What do you like best about Insightly CRM? When I first started using insightly I was not a big fan. It was much different from other CRM's I have used in the past. Once my company started to personalize it for our company it was great. I love how easy it is to track the pipelines of each lead, project, and opportunity.` What do you dislike about Insightly CRM? You have to personalize it for it to be worthwhile. What problems is Insightly CRM solving and how is that benefiting you? We are ...

"The most recommended CRM for small and medium sized businesses!"

What do you like best about Insightly CRM? I like the ability to create connections or relationships between any entities in the system. Quickbooks Online integration is also excellent. Furthermore, Insightly can be easily adapted to the requirements of the user of the moment, it is quite simple to be able to keep track of existing sales and customers and new ones within the company. I find it easy to use so I have not had problems as with other programs that are quite cumbersome to ...

"Good CRM for many industries"

What do you like best about Insightly CRM? I really like that you can "tag" your contacts so that you can do a quick search for those contacts that might fit an exact demographic that you're looking for. I also like that you can add your own custom fields to cover things that aren't in your typical contact information fields. What do you dislike about Insightly CRM? While it may not be a problem for some, for us, there is just a little "too much" information that can be gathered, so there ...

"Understanding and building better relationship with customers"

What do you like best about Insightly CRM? It helps build a better relationship with customers. With one unified customer platform, you get clear picture of their details, needs, and preferences. Based on all this and other details, it becomes easier to understand the customer's more personal What do you dislike about Insightly CRM? User interface and difficulty of integration with other tools, but works well with google app Recommendations to others considering Insightly CRM: If you want ...

"Insightly CRM keeps contacts, companies and deals using free tools and maximizes the productivity."

What do you like best about Insightly CRM? It contains guidelines on how to operate the system. With a few clicks you can grasp all the tools. Key features include email tracking and email profiles. User can communicate with customer and take notes. It allows business to run smoothly with more productivity in less time. The best feature for me is issue ticketing. Basic tools like finding the information of company, template for emails and tracking the activities of sales team are helpful. ...