9.3
SpotScore
Insightly Reviews in July 2026: User Ratings, Pros & Cons
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Insightly Reviews & Ratings
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 411-420 out of 877
GM
Gabriel M
08/26/19
"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 ...
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GM
Gabriel M
08/26/19
"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
DJ
Davis J
08/24/19
"Insightly CRM is the best customer relationship software."
What do you like best about Insightly CRM? Insightly CRM is very easy to use and the great software used on a daily basis. The one of the best thing of this software is that it allows us to create the best customer relationship. It is so great software because it really helps us to tracking our sales process in a more efficient way. Moreover, it is the best software for sales and marketing. Another best thing in this software is that it can easily manage the company’s projects and sales in ...
Read more
DJ
Davis J
08/24/19
"Insightly CRM is the best customer relationship software."
What do you like best about Insightly CRM? Insightly CRM is very easy to use and the great software used on a daily basis. The one of the best thing of this software is that it allows us to create the best customer relationship. It is so great software because it really helps us to tracking our sales process in a more efficient way. Moreover, it is the best software for sales and marketing. Another best thing in this software is that it can easily manage the company’s projects and sales in ...
Read more
SR
Scott R
08/23/19
"Pretty good management tool"
What do you like best about Insightly CRM? Being able to see all my work in one area and being able to choose what to sign off on from that same screen What do you dislike about Insightly CRM? It's a little tricky trying to find what I'm looking for What problems is Insightly CRM solving and how is that benefiting you? Knowing what work I've been assigned and when it needs to be completed
SR
Scott R
08/23/19
"Pretty good management tool"
What do you like best about Insightly CRM? Being able to see all my work in one area and being able to choose what to sign off on from that same screen What do you dislike about Insightly CRM? It's a little tricky trying to find what I'm looking for What problems is Insightly CRM solving and how is that benefiting you? Knowing what work I've been assigned and when it needs to be completed
SR
Scott R
08/23/19
"Pretty good management tool"
What do you like best about Insightly CRM? Being able to see all my work in one area and being able to choose what to sign off on from that same screen What do you dislike about Insightly CRM? It's a little tricky trying to find what I'm looking for What problems is Insightly CRM solving and how is that benefiting you? Knowing what work I've been assigned and when it needs to be completed
AU
Anonymous User
08/22/19
"NC 529 Managment"
What do you like best about Insightly CRM? I like how easy it is to add employers and orders for my customers. What do you dislike about Insightly CRM? There's nothing I dislike at the moment. The process seems very easy. What problems is Insightly CRM solving and how is that benefiting you? I haven't had to solve any problems yet. The benefits are being able to tie companies to their contacts and order history.
AU
Anonymous User
08/22/19
"Pretty disappointing"
What do you like best about Insightly CRM? The dashboarding feature as a homepage is a nice place to reflect on your current sales pipeline What do you dislike about Insightly CRM? A lot of their features and nomenclature just don't make sense. Why should I have to convert a lead to a contact? Why do I have to have an opportunity? The attachment of contacts/notes is extremely taxing. The layout is not user friendly with the side bar that pops out. There are many things that I dislike about ...
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AU
Anonymous User
08/22/19
"Pretty disappointing"
What do you like best about Insightly CRM? The dashboarding feature as a homepage is a nice place to reflect on your current sales pipeline What do you dislike about Insightly CRM? A lot of their features and nomenclature just don't make sense. Why should I have to convert a lead to a contact? Why do I have to have an opportunity? The attachment of contacts/notes is extremely taxing. The layout is not user friendly with the side bar that pops out. There are many things that I dislike about ...
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].