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

"I used Insightly to keep track of introductory and catch-up calls/meetings with potential partners. "

What do you like best about Insightly CRM? I liked that you can link contacts to organizations. I also liked that each organization has its own page, and adding a note clearly indicates a new meeting. I also like that you can add attachments, and I like the search function (we had so many intro calls, it was often hard to remember if we'd spoken with an org before. I liked using the search function just to recall whether we'd had any interaction with a given company before). What do you ...

"I used Insightly to keep track of introductory and catch-up calls/meetings with potential partners. "

What do you like best about Insightly CRM? I liked that you can link contacts to organizations. I also liked that each organization has its own page, and adding a note clearly indicates a new meeting. I also like that you can add attachments, and I like the search function (we had so many intro calls, it was often hard to remember if we'd spoken with an org before. I liked using the search function just to recall whether we'd had any interaction with a given company before). What do you ...

"I used Insightly to keep track of introductory and catch-up calls/meetings with potential partners. "

What do you like best about Insightly CRM? I liked that you can link contacts to organizations. I also liked that each organization has its own page, and adding a note clearly indicates a new meeting. I also like that you can add attachments, and I like the search function (we had so many intro calls, it was often hard to remember if we'd spoken with an org before. I liked using the search function just to recall whether we'd had any interaction with a given company before). What do you ...

"An efficient CRM tool for business management."

What do you like best about Insightly CRM? Insightly CRM is easy to use and setup, in fact, that it can install in a few minutes and it offers us all features to business management that helps us to manage business product information. Its cost is not high, it is reliable as compared to other CRM and we can easily purchase it. It has fully integrated project management solutions without any advanced cost and if your work is complete you can mail product information quickly. It offers us the ...

"An efficient CRM tool for business management."

What do you like best about Insightly CRM? Insightly CRM is easy to use and setup, in fact, that it can install in a few minutes and it offers us all features to business management that helps us to manage business product information. Its cost is not high, it is reliable as compared to other CRM and we can easily purchase it. It has fully integrated project management solutions without any advanced cost and if your work is complete you can mail product information quickly. It offers us the ...

"Insightly is super customizable!"

What do you like best about Insightly CRM? I like how customizable Insightly is. It's really easy to make custom fields and modify the software to fit your team's needs. Reports are easy and you can sync it with other apps, such as PandaDoc. What do you dislike about Insightly CRM? A small thing that is bothersome is that when setting a date to an opportunity, you cannot make it auto-create an event for that date(s). This would be really helpful. What problems is Insightly CRM solving and ...

"Basic CRM meant primarily for sales success"

What do you like best about Insightly CRM? Insightly really helps provide a basic simplified CRM wherein you could set a task and assign it to a colleague, with its due date, status, and if it's a recurring task. Best thing is that you can *relate* a task essentially connecting it to an Organisation, Contact, Project, etc. What do you dislike about Insightly CRM? Insightly does have features to provide, like a Roadmap which other competitors have. What problems is Insightly CRM solving and ...

"It is an easy to use system"

What do you like best about Insightly CRM? It is an intuitive CRM, it makes it very easy for us to manage opportunities. It shows clearly pipeline activity, allows us to schedule tasks and effectively manage our contacts directory. It has functions for tracking lead activities, which is great for driving effective communication. It also integrates seamlessly with Gmail and Outlook and saves a history of interaction with our customers. It is a reliable tool to keep our contact base organized ...

"Insightly has Effectively Organized our Company's Projects "

What do you like best about Insightly CRM? The ability to clone and create multiple Pipelines and differentiate them from Opportunities to Projects. In our line of work, the Sales department is able to create and log multiple leads or opportunities to continually follow up on. The following up process is made seamless as our Sales Department receives notifications or tasks to contact customers regarding a specific opportunity. Insightly is also very user friendly in the aspect of ...

"insightly 0919"

What do you like best about Insightly CRM? Easy to read information about contacts What do you dislike about Insightly CRM? Not a very effective CRM- information is limited, flexibility is limited. Not a great CRM What problems is Insightly CRM solving and how is that benefiting you? Problems- using it. not an effective crm