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

"Excellent tool"

What do you like best about Insightly CRM? I really like the flexibility to create any type of workflow you need for any type of team. It's been extremely helpful to customize flows for our marketing team so they can look at a todo list as well as by calendar day. What do you dislike about Insightly CRM? Support is slow and the product development seems even slower. The premium features are not flexible and the price gets inflated very quickly. The mobile app often has problems syncing and ...

"It is an easy to use and implement software."

What do you like best about Insightly CRM? It's an intuitive CRM, making managing opportunities very easy for us. It clearly displays pipeline activity, allows us to plan tasks and manage our contact directory effectively. It has functions to monitor lead activities that are excellent for efficient communication. What do you dislike about Insightly CRM? The software adapts to our needs and is a solution with simple functions. I have no negative reporting to date. Recommendations to others ...

"It is an easy to use and implement software."

What do you like best about Insightly CRM? It's an intuitive CRM, making managing opportunities very easy for us. It clearly displays pipeline activity, allows us to plan tasks and manage our contact directory effectively. It has functions to monitor lead activities that are excellent for efficient communication. What do you dislike about Insightly CRM? The software adapts to our needs and is a solution with simple functions. I have no negative reporting to date. Recommendations to others ...

"It is an easy to use and implement software."

What do you like best about Insightly CRM? It's an intuitive CRM, making managing opportunities very easy for us. It clearly displays pipeline activity, allows us to plan tasks and manage our contact directory effectively. It has functions to monitor lead activities that are excellent for efficient communication. What do you dislike about Insightly CRM? The software adapts to our needs and is a solution with simple functions. I have no negative reporting to date. Recommendations to others ...

"Nice basic database"

What do you like best about Insightly CRM? the simple interface that helps to on-board staff who are unfamiliar with databases or using any type of CRM. What do you dislike about Insightly CRM? The lack of customization and the fact that it doesn't integrate with other software like Deltek Vision. What problems is Insightly CRM solving and how is that benefiting you? Database management of all of our resources, project data, contacts and resources in an architecture firm. Still setting up ...

"Intuitive and offers unlimited storage."

What do you like best about Insightly CRM? I liked to be able to link contacts to businesses. I also liked every organization to have their own website, and adding a note indicates a new meeting clearly. I love that too and I like the search function. I can add attachments. What do you dislike about Insightly CRM? In the actual notes section I just did not like the word processing program. It was difficult to format bulleted lists, and without sending up formatting it was easy to copy-paste ...

"Intuitive and offers unlimited storage."

What do you like best about Insightly CRM? I liked to be able to link contacts to businesses. I also liked every organization to have their own website, and adding a note indicates a new meeting clearly. I love that too and I like the search function. I can add attachments. What do you dislike about Insightly CRM? In the actual notes section I just did not like the word processing program. It was difficult to format bulleted lists, and without sending up formatting it was easy to copy-paste ...

"Intuitive and offers unlimited storage."

What do you like best about Insightly CRM? I liked to be able to link contacts to businesses. I also liked every organization to have their own website, and adding a note indicates a new meeting clearly. I love that too and I like the search function. I can add attachments. What do you dislike about Insightly CRM? In the actual notes section I just did not like the word processing program. It was difficult to format bulleted lists, and without sending up formatting it was easy to copy-paste ...

"Great tool easy to use."

What do you like best about Insightly CRM? It is outstanding because it includes repetitive tasks, because it provides a good way to document all the relevant information, and does a good job of tracking opportunities. What do you dislike about Insightly CRM? I want case studies and the integration of companies to be unique, and there are other elements missing in their detailed reports. Recommendations to others considering Insightly CRM: It can be used very effectively for every type of ...

"You need to monitor the company, use Insightly"

What do you like best about Insightly CRM? It is excellent because it contains recurring tasks, It allows a good way to capture all the relevant information, as well as It does a good job of tracking opportunities and your mass mail is an advantage. What do you dislike about Insightly CRM? I would like to see case studies, as well as the merger of organizations does not always work and its advanced reports lack some features in addition. Sometimes it is difficult to know what is emerging in ...