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

"Power and easy to use, a rare feat!"

What do you like best about Insightly CRM? It's power content-management software that's affordable and easy to use, but can grow to be much more than that. It can encompass more functions of your business marketing as you need it to. What do you dislike about Insightly CRM? Visually, it's not for everyone. The calendar can be a little finicky at times, but it's not a deal-breaker. What problems is Insightly CRM solving and how is that benefiting you? Handling the entire pipeline, managing ...

"Great customizable & affordable CRM"

What do you like best about Insightly CRM? Low cost and easy sign up. Can customize fields for your specific industry. Great integration with G-suite. What do you dislike about Insightly CRM? Reports have not been very useful, wish there were more options. What problems is Insightly CRM solving and how is that benefiting you? Good tool for managing contacts, communication, and pipeline for sales.

"Great CRM program I have used it as a account manager at a Ad agency and in Real Estate "

What do you like best about Insightly CRM? I like that the program is free, I also really like the feature with your gmail where you can automatically have it add opportunities with the click of a button. I have used that feature and it really has saved me alot of time. The work flow option is nice. I really like that you can assign tasks to other people and yourself you can add tasks to each opportunity which makes keeping track of what you have going on much more helpful. I set my ...

"It has a dynamic and intuitive structure"

What do you like best about Insightly CRM? It is an intuitive CRM presents a modern and organized interface. The leads management features are very useful for our business, help us to establish clearly defined business goals. The graphic display sales pipeline is essential for our team as we can see in perspective the sales process and each of its stages. Metrics offered are key to understanding the dynamics of sales and detect the best deals. It has ability to connect seamlessly with ...

"Good as a CRM, not great as a marketing task manager"

What do you like best about Insightly CRM? It works well for our brokers. They can keep track of their projects and financials. What do you dislike about Insightly CRM? As a task management tool from the marketing side, Insightly is clunky and slow-going. It allows brokers to assign tasks from their properties, but the task manager itself has weird navigation, is not particularly intuitive, and is just generally unpleasant to use. What problems is Insightly CRM solving and how is that ...

"Good as a CRM, not great as a marketing task manager"

What do you like best about Insightly CRM? It works well for our brokers. They can keep track of their projects and financials. What do you dislike about Insightly CRM? As a task management tool from the marketing side, Insightly is clunky and slow-going. It allows brokers to assign tasks from their properties, but the task manager itself has weird navigation, is not particularly intuitive, and is just generally unpleasant to use. What problems is Insightly CRM solving and how is that ...

"NEEDS MORE CUSTOMER SERVICE"

What do you like best about Insightly CRM? It offers a logically structured CRM that helps to organize your business. Helpful features include tags, the ability to assign tasks directly, link emails to Insightly to see the thread directly in the software, and more. This would be even better if you could get more in touch with the team to explain to you how the tool works better, give you tips, etc... What do you dislike about Insightly CRM? - With that being said, if you are a SMALL ...

"NEEDS MORE CUSTOMER SERVICE"

What do you like best about Insightly CRM? It offers a logically structured CRM that helps to organize your business. Helpful features include tags, the ability to assign tasks directly, link emails to Insightly to see the thread directly in the software, and more. This would be even better if you could get more in touch with the team to explain to you how the tool works better, give you tips, etc... What do you dislike about Insightly CRM? - With that being said, if you are a SMALL ...

"Insightly crm tool for sales database"

What do you like best about Insightly CRM? Enjoyed using it was simple and helped me keep track of progress with my clients using their notes functions. What do you dislike about Insightly CRM? Did not input or require detailed data such as patterns of success on sales calls. Recommendations to others considering Insightly CRM: More like a clients list with area for short notes rather than a complex algorithm. What problems is Insightly CRM solving and how is that benefiting you? Helping ...

"Insightly crm tool for sales database"

What do you like best about Insightly CRM? Enjoyed using it was simple and helped me keep track of progress with my clients using their notes functions. What do you dislike about Insightly CRM? Did not input or require detailed data such as patterns of success on sales calls. Recommendations to others considering Insightly CRM: More like a clients list with area for short notes rather than a complex algorithm. What problems is Insightly CRM solving and how is that benefiting you? Helping ...