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

"Insightly review "

What do you like best about Insightly CRM? Insightly CRM is very useful in tracking the sales progression. It allows the user to create new opportunities, leads and tracks the status of the leads. It has direct integration with google apps thus makes life easy as we use google for business. Its easy and self explainatary to use, available on desktop and mobile version. Option to custom create your filter, easy search, visibility of status etc are some of the key features. What do you ...

"Insightly is very easy to use and set up"

What do you like best about Insightly CRM? I like how easy this was to setup. I was able to set it all up for my company of 15 people by myself. What do you dislike about Insightly CRM? Insightly does not have as many features as some of the other CRM systems. Also, it does not sync well with Outlook. What problems is Insightly CRM solving and how is that benefiting you? I like Insightly for it's ease and it does help with project management

"Excellent automated and group management features"

What do you like best about Insightly CRM? The way that we access Insightly is incredibly easy and compatible with a wide range of computer and mobile devices. We aren't required to download and install any software to our computers. We can just visit the Insightly website, log in and then access all of our company's work information. We can add several people to the group and set roles for each person, which is good when approvals are needed for task assignments and other actions. What do ...

"A beautiful task management program"

What do you like best about Insightly CRM? The lengths and depths that you can use in this program, is simply astounding. Although a few companies i've worked for, have not used it to the full capacity, i have luckily been exposed to the various layers that atlassian has to offer. What do you dislike about Insightly CRM? This application is satisfying. I would like to highlight its customer support response that matters for its name building. Customer support is quick, skilled and ...

"Right decision for sales task management."

What do you like best about Insightly CRM? Insightly CRM is a smart tool for sales business management and it has all the basic features which let us easily manage our all task of sales. Social media integration is great and lets me introduce the product in front of the world. What do you dislike about Insightly CRM? Not so far, but Dashboards and Reports features are not well established in this tool so need more updates for better experience. What problems is Insightly CRM solving and how ...

"Good but not great"

What do you like best about Insightly CRM? There is a lot of flexibility with Insightly for integrating other products. What do you dislike about Insightly CRM? I wish Insightly had more of the features we need built in, like time tracking and asset management. Recommendations to others considering Insightly CRM: It's a really good CRM, the sales process works well and the workflow automations truly save time and eliminate a lot of repetitive tasks. What problems is Insightly CRM solving ...

"Insightly CRM"

What do you like best about Insightly CRM? I really enjoy the wide spectrum of of information this software provides. I can compare the amount of money my company brings in with companies with similar areas of expertise. What do you dislike about Insightly CRM? Sometimes it can get frustrating with the amount of people it automatically add into my account. Majority of the people do not it added are not apart of my company and I cannot figure out how to remove them. Recommendations to others ...

"You need to keep track of your sales processes and Insightly is the best option"

What do you like best about Insightly CRM? Insightly is an ideal tool that makes it easy for me to obtain very useful information about customers, since through emails I can offer you a response in a timely manner in which I can provide you with sales opportunities. In addition, it offers me a proper integration based on sales management and new projects where I can sort them in large-scale emails during sales processes and establish a good marketing with my clients. What do you dislike ...

"You need to keep track of your sales processes and Insightly is the best option"

What do you like best about Insightly CRM? Insightly is an ideal tool that makes it easy for me to obtain very useful information about customers, since through emails I can offer you a response in a timely manner in which I can provide you with sales opportunities. In addition, it offers me a proper integration based on sales management and new projects where I can sort them in large-scale emails during sales processes and establish a good marketing with my clients. What do you dislike ...

"You need to keep track of your sales processes and Insightly is the best option"

What do you like best about Insightly CRM? Insightly is an ideal tool that makes it easy for me to obtain very useful information about customers, since through emails I can offer you a response in a timely manner in which I can provide you with sales opportunities. In addition, it offers me a proper integration based on sales management and new projects where I can sort them in large-scale emails during sales processes and establish a good marketing with my clients. What do you dislike ...