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

"Not great, but ok for the price"

What do you like best about Insightly CRM? Insightly is affordable for my company, a small team of 10. What do you dislike about Insightly CRM? The UX is cluttered, I've struggled to find the logical flow, and generally could not get into using it. Previously used Salesforce at several jobs, and just really struggled to find Insightly as user friendly. Recommendations to others considering Insightly CRM: I imagine this is a good product if you're going from no CRM to Insightly, but if ...

"Insightly CRM"

What do you like best about Insightly CRM? What I like best about the Insightly CRM is honestly the pricing. It allows you to open up an account for free with limited storage of course but still is very affordable if you upgrade to the Plus Plan. You can also upgrade to Professional and Enterprise. What do you dislike about Insightly CRM? What I dislike about the Insightly CRM would have to be that it has the lead or clients name and phone number in two separate categories. Which at first ...

"Improves performance of our team"

What do you like best about Insightly CRM? Its interface is light and dynamic, provides tools to easily visualize the sales channel and all its details. I like the versatility of Insightly. Facilitates handling of leads and opportunities, and automating repetitive tasks is a great feature. The graphics are great to keep the relevant information within reach. These concentrate important metrics to perform our sales analysis. What do you dislike about Insightly CRM? Insightly performs ...

"Does a decent job trying to be all things to all people"

What do you like best about Insightly CRM? It's VERY inexpensive and user-friendly. It integrates perfectly with G-Suite and the calendars sync well. Recently, they have allowed the ability to "assign" events, which allows it to sync with multiple Google Calendars -- that was critical to us. What do you dislike about Insightly CRM? Can't make all fields required -- required/not required is not an option. For example, some of the pre-built fields are not required and we cannot override that, ...

"Does a decent job trying to be all things to all people"

What do you like best about Insightly CRM? It's VERY inexpensive and user-friendly. It integrates perfectly with G-Suite and the calendars sync well. Recently, they have allowed the ability to "assign" events, which allows it to sync with multiple Google Calendars -- that was critical to us. What do you dislike about Insightly CRM? Can't make all fields required -- required/not required is not an option. For example, some of the pre-built fields are not required and we cannot override that, ...

"Nice CRM was difficult to use for what I wanted"

What do you like best about Insightly CRM? the dash board was pretty. offered nice insight into wins What do you dislike about Insightly CRM? lacked easy implemented automation options. Had to use workarounds for many functions Recommendations to others considering Insightly CRM: As a basic deal management crm it is fine. Nothing fancy What problems is Insightly CRM solving and how is that benefiting you? marketing and customer communication automation

"Nice CRM was difficult to use for what I wanted"

What do you like best about Insightly CRM? the dash board was pretty. offered nice insight into wins What do you dislike about Insightly CRM? lacked easy implemented automation options. Had to use workarounds for many functions Recommendations to others considering Insightly CRM: As a basic deal management crm it is fine. Nothing fancy What problems is Insightly CRM solving and how is that benefiting you? marketing and customer communication automation

"Nice CRM was difficult to use for what I wanted"

What do you like best about Insightly CRM? the dash board was pretty. offered nice insight into wins What do you dislike about Insightly CRM? lacked easy implemented automation options. Had to use workarounds for many functions Recommendations to others considering Insightly CRM: As a basic deal management crm it is fine. Nothing fancy What problems is Insightly CRM solving and how is that benefiting you? marketing and customer communication automation

"Almost There"

What do you like best about Insightly CRM? Easy login. Easy interface. The tagging system is extremely helpful as well. What do you dislike about Insightly CRM? You can't export linked profiles. So organizations and contacts are treated differently and when trying to create a segmented list it's impossible unless you utilize the API to extracted linked profiles. The App is also extremely hard to use with tags for contacts/organizations. Recommendations to others considering Insightly ...

"It is an efficient CRM system"

What do you like best about Insightly CRM? It's great for monitoring the sales pipeline and managing customer relationships. What I like about this software is the ability to change the dashboard. From the pending tasks, the graphics and the list of deals. Everything can be adjusted to the needs of the user, simply by dragging "cards". It is versatile and multi-functional, it organizes customer contacts, filters have multiple criteria and can even be customized. What do you dislike about ...