Insightly Reviews in June 2025: User Ratings, Pros & Cons

"Most helpful CRM"

What do you like best about Insightly CRM? Best thing about Insight CRM is it's contact management, as this CRM makes it easy to manage our contacts and sales leads. Also, I ssight CRM is a great help when it comes to manage our tasts efficintly everyday. What do you dislike about Insightly CRM? Although I have a very good overall experience with this CRM but I would say that it is relatively expensive than it's competitors and the user interface could also be upgraded What problems is ...

"Simple to use and helpful CRM"

What do you like best about Insightly CRM? It is a simple and very easy to use. We can keep track or record of call details. Easy and helpfull to find group information also has the option to filter information. Invoice function is superfast . Love to use this software What do you dislike about Insightly CRM? Log you out if you don't use it for long . Should there be update regarding this Overall this software is great and helpful . You can log in back quickly as well though So in terms of ...

"Functional CRM, sales-y customer service"

What do you like best about Insightly CRM? Troubleshooting is possible. We had an issue with duplicates and the developers were quick to correct that. When used consistently, it does help increase conversions. What do you dislike about Insightly CRM? -The customer service requires quarterly business meetings which are essentially meant to upsell you different products -Sometimes to correct a problem, you'll have to talk them out of scheduling a meeting with you, and just fix the problem and ...

"Functional CRM, sales-y customer service"

What do you like best about Insightly CRM? Troubleshooting is possible. We had an issue with duplicates and the developers were quick to correct that. When used consistently, it does help increase conversions. What do you dislike about Insightly CRM? -The customer service requires quarterly business meetings which are essentially meant to upsell you different products -Sometimes to correct a problem, you'll have to talk them out of scheduling a meeting with you, and just fix the problem and ...

"Delivering world-class online data storage"

What do you like best about Insightly CRM? I particularly appreciate Insightly's flexibility in creating custom categories and labels. Whenever I want to store or label specific information, there is already a built-in system that recognises my particular use cases. For example, when tracking follow-ups with recipients by industry classification (music industry versus film production), this feature comes in handy! In addition, from an analytics perspective, it helps me to think ahead before ...

"CRM that's perfect for small business"

What do you like best about Insightly CRM? Insightly CRM has an easy interface that allows us to customize the program for our individual company. Since we are a small company and don't have a dedicated IT department, the ability to get these adjustments completed quickly and easily has made a huge difference and definitely helped us grow over the past 3 years. Also, Brian Revak, our assigned customer success manager, is an amazing partner who is always available with helpful insights and ...

"Easy to Use & Intuitive CRM"

What do you like best about Insightly CRM? Insightly is quick and easy to use. I can record call details in under a minute. It is easy to search and group information that I may need to look at, and it is easy to filter info so that I see just what I want to see. We also use the invoice function and that is super fast. I appreciate the ease of use more than anything! What do you dislike about Insightly CRM? The only complaint is that it logs you out after non-use fairly quickly. I ...

"Transparency"

What do you like best about Insightly CRM? What is most helpful with our CRM is the transparency we have w/ remote offices when looking up other pipelines for review & discussion when necessary. I also like the compartmentalization of almost all the required values entered in their respective windows for easy locating. What do you dislike about Insightly CRM? Not much, but having the required extra steps to perform our due diligence does take some time to insert the correct information ...

"Operation Manager"

What do you like best about Insightly CRM? Ease of use. Very easy set up without a lot of clicks. What do you dislike about Insightly CRM? Wish there was more integrations with dialers like JustCall. What problems is Insightly CRM solving and how is that benefiting you? Really goes back to ease of use and clarity on where to find data.

"Insightly is a helpful tool supporting success in the workplace"

What do you like best about Insightly CRM? Insightly provides the opportunity to display a vast array of information and proves to be detailed and provides the opportunity to locate specific details needed when working on projects.The reporting is extremely helpful, and the capability to capture details that are important in everyday work and tasks. What do you dislike about Insightly CRM? Notes. If there was a way to provide a better layout for notes, in chronoligical order, or possibly ...