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9.3

SpotScore

Insightly - CRM Software

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

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4.16

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Insightly Reviews & Ratings

4.16

Very Good

Based on 879 ratings & 877 reviews

Rating Distribution

Excellent

(502)

Very Good

(253)

Good

(72)

Poor

(40)

Terible

(10)

Spotsaas Editor’s POV

Insightly CRM stands out as a user-friendly and customizable platform for businesses aiming to improve sales processes and centralize customer data. Its strengths lie in its adaptability to various organizational needs, offering features such as pipeline tracking, task automation, and contact management. Users appreciate its ability to seamlessly integrate with ...Read more

Insightly pros and cons

  • Insightly helps manage contacts, leads, deals, and opportunities, offering a unified platform for sales and marketing teams.

  • The built-in real-time messaging feature makes collaboration easy, keeping teams aligned on deals and client communications.

  • Insightly syncs with Outlook and Gmail, simplifying the process of organizing contacts and tracking communications.

  • The clean interface makes it easy for teams to adapt quickly and start using the platform effectively.

  • While useful for basic CRM tasks, Insightly's reporting tools could be more capable for advanced analytics.

  • The mobile app doesn't offer the same range of features as the desktop version, which could limit productivity on the go.

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Showing 401-410 out of 877

HS

Helen S

08/30/19

5 out of 5

"Insightly CRM is the great software for marketing."

What do you like best about Insightly CRM? Insightly CRM is so amazing tool for business companies. The one of the best advantage in this software is that we can easily manage the customer relationship and which is very helpful for the business. Insightly CRM help us to do the essential tasks of the invoices and expenses which really help us in business. Hence, this software is so intuitive for the tracking purpose. It is the great customizable software. I recommend this software because it ...

Read more

HS

Helen S

08/30/19

5 out of 5

"Insightly CRM is the great software for marketing."

What do you like best about Insightly CRM? Insightly CRM is so amazing tool for business companies. The one of the best advantage in this software is that we can easily manage the customer relationship and which is very helpful for the business. Insightly CRM help us to do the essential tasks of the invoices and expenses which really help us in business. Hence, this software is so intuitive for the tracking purpose. It is the great customizable software. I recommend this software because it ...

Read more

AU

Anonymous User

08/29/19

5 out of 5

"Good CRM"

What do you like best about Insightly CRM? I like the ease of use, I like the tasks for follow ups What do you dislike about Insightly CRM? I don't like that i can see my colleagues work via see all tasks What problems is Insightly CRM solving and how is that benefiting you? Forecasting is a good tool

AU

Anonymous User

08/29/19

5 out of 5

"Good CRM"

What do you like best about Insightly CRM? I like the ease of use, I like the tasks for follow ups What do you dislike about Insightly CRM? I don't like that i can see my colleagues work via see all tasks What problems is Insightly CRM solving and how is that benefiting you? Forecasting is a good tool

TP

Truptesh P

08/28/19

4.5 out of 5

"Insightly CRM - stalwart in customer relationship "

What do you like best about Insightly CRM? There are lot of great things to admire about Insightly CRM. This CRM avails great feature to be used on regular basis and pretty easy to maneuver. Customer relationship can easily incorporated with the courtesy of this great application. We are absolutely exhilarated using Insightly CRM. This CRM tool is comparatively economical as compared to other CRM tools available in the industry. What do you dislike about Insightly CRM? This is a wonderful ...

Read more

AU

Anonymous User

08/27/19

2.5 out of 5

"Not quite what was promised"

What do you like best about Insightly CRM? There are many features that work well with Insightly. It's definitely a nice interface, and it has some good standard fields. I like that it's integrated with PandaDoc. What do you dislike about Insightly CRM? I believe that we were promised that we could do a number of things that our business specifically wanted. As we implemented, it became clear that we are not going to be able to easily customize to fit our needs. This is disappointing - I'm ...

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VE

Vince E

08/27/19

4.5 out of 5

"Insightly CRM has been an effective online marketing solution with a good price"

What do you like best about Insightly CRM? Insightly CRM was able to provide us with lots of helpful features to create, launch and analyze our numerous email marketing campaigns. I like that the data that we have acquired through our Insightly marketing campaigns can be used for lots of different business and marketing purposes aside from email projects. We are able to add many contacts and can automatically have contacts opt in to our emailing list through the web forms that Insightly ...

Read more

AU

Anonymous User

08/27/19

5 out of 5

"Great product"

What do you like best about Insightly CRM? I like that I am able to assign tasks to co-workers, as well as have documentation and notes about associates within our brokerage. What do you dislike about Insightly CRM? So far I have not had any dislikes about the product. What problems is Insightly CRM solving and how is that benefiting you? Onboarding new associates within our brokerage has been a smoother process.

AU

Anonymous User

08/27/19

5 out of 5

"Great product"

What do you like best about Insightly CRM? I like that I am able to assign tasks to co-workers, as well as have documentation and notes about associates within our brokerage. What do you dislike about Insightly CRM? So far I have not had any dislikes about the product. What problems is Insightly CRM solving and how is that benefiting you? Onboarding new associates within our brokerage has been a smoother process.

GM

Gabriel M

08/26/19

4 out of 5

"Insightly is a great CRM tool"

What do you like best about Insightly CRM? Some of the features I like most about Insightly are its pipelines, activity sets, and Insightly's channeling feature, which helps all players involved know exactly what to do and when. These features have helped us most to manage the various customers we have at different stages of compliance and keep all our marketing processes under control. What do you dislike about Insightly CRM? One of the things I don't like about Insightly, is that ...

Read more

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Disclaimer: This research has been collated from a variety of authoritative sources. We welcome your feedback at [email protected].