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

"Insightly is a powerful, easy to use CRM software. "

What do you like best about Insightly CRM? Insightly is a powerful, easy to use CRM software with the native integration to Gmail, Mailchimp and the other popular softwares. Insightly provide the great opportunity to manage at the every stage of the sales process, link customers relationships, deliver projects, built quotes and much more. Through this software it is so easy of marketing and the sales process. Insightly software allows our companies to manage sales, contacts, projects, ...

"A specific CRM tool for upgrading business of sales."

What do you like best about Insightly CRM? Insightly CRM is specific tool which gives us many reliable features for run sales business easily. It let us update our product regularly and allows us to convert product features as requirements. It integration well with other social media application and also with Mail which keep us connected with customer. It enables us to create a strong relation with customer and let us communicate with customer at any time for further information about ...

"It facilitates contact management"

What do you like best about Insightly CRM? I like the simplicity of Insightly, the interface is intuitive and contains the functions we need to improve the organization of the profiles of our contacts. The automation of tasks increases the efficiency of our team.In addition, integrations with other tools such as Google Calendar, add productivity as it facilitates communication with other teams and streamlines the import of reports. What do you dislike about Insightly CRM? Nothing since it ...

"A specific tool for manage information of customer and automate sales business."

What do you like best about Insightly CRM? Insightly is a CRM tool and it comes with many efficient features which are very helpful for marketing business. We can update our product regularly via this tool and find customer easily for deals. Insightly CRM work as a bonus option for us and provide us opportunities to automate business on high level. training videos is very helpful for me enable me to grip on its features. It integration with other applications let us present our product in ...

"A great CRM tool for customer relation management."

What do you like best about Insightly CRM? Insightly CRM is best tool for manage our business of marketing and with the help of this tool we can create a strong relation with customer. We can update our product regularly via help of this tool and easily get customers for further deals. It integrates very well with social media applications and let us advertise about our product in front of online world. We use this tool mostly for contact management and for lead management. We can track ...

"A solid CRM tool for sales business."

What do you like best about Insightly CRM? Insightly is a CRM application and it has many efficient features for business of sales, we can easily manage our product via this tool and get customer for deals. It works as platform where we can manage our leads and customize our products as requirements. It integration with Gmail is very well and let us track customer at any time for further information about deals. Reporting feature is very advance and we can create reports easily as ...

"It is a great resource for small businesses"

What do you like best about Insightly CRM? The Insightly interface is easy to use, it does not need specialized training for its use. It collects information, has features that are useful to carry out complex sales. The navigation panel is intuitive and complete. Lead management is simple and smart, once the leads become opportunities, the software stores them as contacts. The reports are useful to evaluate the productivity, they can be visualized by categories or users. It has integration ...

"Insightly a bit too complicated for a busy person"

What do you like best about Insightly CRM? All of my contacts are tracked in insightly. What do you dislike about Insightly CRM? The user interface is still clunky and not immediately intuitive. If I want to save an email chain, I have to email an address that is very long vs being able to screenshot or upload. Recommendations to others considering Insightly CRM: Consider multiple platforms What problems is Insightly CRM solving and how is that benefiting you? Being able to tag the ...

"Insightly Review"

What do you like best about Insightly CRM? My previous firm used Salesforce IQ, which is a smaller and less complex version of Salesforce. My boss needed a solution and change because it was not integrating well with our emails/contacts. I did a lot of work/research to find Insightly. It was easy to implement and we basically scrapped our entire CRM. It connects leads and projects, and contacts that were associated with those opportunities. It is cohesive and makes it easy to track ...

"Mediocre at Free Version"

What do you like best about Insightly CRM? It's a good learning tool. It's a functional system. What do you dislike about Insightly CRM? Clunky, not streamlined. Not easy to edit pipelines, etc, and obtuse (hard to understand.) What problems is Insightly CRM solving and how is that benefiting you? I've realized that I need to work with another CRM company. I've solved enough of my problems to know that a better product exists. I used the free edition, however.