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

"Free plan is good but overly complex for small operations"

What do you like best about Insightly CRM? The free plan is a bonus for small businesses just starting What do you dislike about Insightly CRM? The setup is complex and there are better options such as Hubspot Recommendations to others considering Insightly CRM: I would also check out Hubspot's free plan on their CRM What problems is Insightly CRM solving and how is that benefiting you? Shifting from a spreadsheet to a real CRM for managing sales and client relationships

"Free plan is good but overly complex for small operations"

What do you like best about Insightly CRM? The free plan is a bonus for small businesses just starting What do you dislike about Insightly CRM? The setup is complex and there are better options such as Hubspot Recommendations to others considering Insightly CRM: I would also check out Hubspot's free plan on their CRM What problems is Insightly CRM solving and how is that benefiting you? Shifting from a spreadsheet to a real CRM for managing sales and client relationships

"Unsightly Review"

What do you like best about Insightly CRM? I love how user friendly the program is. I can easily set up tasks for myself and my team to view. You also have the feature for possible leads and leads lost. It offers a great visual to our business. What do you dislike about Insightly CRM? Nothing really, I think it has great features and at a fair price for a new business owner like me. What problems is Insightly CRM solving and how is that benefiting you? Being able to send tasks to my staff ...

"Barebones but easy to use, virtually no learning curve"

What do you like best about Insightly CRM? Super plain interface, insightly is beyond easy to use and teach new hires to use. It has a lot of great automation features as well. What do you dislike about Insightly CRM? It's rather barebones with little marketing automation, more of a tool geared towards supporting a sales team with a lot of leads. Recommendations to others considering Insightly CRM: It's great for sales, not so much for automation. I strongly recommend it for keeping track ...

"A Very Basic CRM"

What do you like best about Insightly CRM? Insightly is a CRM, for sure. Customer Relationship Management...so, if you are seeking a glorified “Rolodex” then this software will suite your needs. What do you dislike about Insightly CRM? While you can send out e-mails from within Insightly, you really can only do so much with it. It does not have any marketing automation included. This is a huge drawback. We switched to a better CRM solution because of this reason. What problems is Insightly ...

"A Very Basic CRM"

What do you like best about Insightly CRM? Insightly is a CRM, for sure. Customer Relationship Management...so, if you are seeking a glorified “Rolodex” then this software will suite your needs. What do you dislike about Insightly CRM? While you can send out e-mails from within Insightly, you really can only do so much with it. It does not have any marketing automation included. This is a huge drawback. We switched to a better CRM solution because of this reason. What problems is Insightly ...

"Make your company the best with Insightly CRM"

What do you like best about Insightly CRM? This software is amazing, with its tools it offers a unique help for growing companies, with its features you can make your business advance as a unique company and with services where the client is always in the first place. Insightly CRM has a lot to offer you, its capacities are beyond the common ones, with different managements and analysis of documents in which the software becomes another aid for making calls and sending emails. What do you ...

"Great basic CRM"

What do you like best about Insightly CRM? Ease of use. Very simple and set up time did not take long compared to some of the larger CRM giants. Great for the small business world. What do you dislike about Insightly CRM? Clunky in some ways. Integrations are few and far between, unless you hire consulting teams to create them. Recommendations to others considering Insightly CRM: If you are looking for a small jump into a CRM, this is a great tool. What problems is Insightly CRM solving and ...

"Great basic CRM"

What do you like best about Insightly CRM? Ease of use. Very simple and set up time did not take long compared to some of the larger CRM giants. Great for the small business world. What do you dislike about Insightly CRM? Clunky in some ways. Integrations are few and far between, unless you hire consulting teams to create them. Recommendations to others considering Insightly CRM: If you are looking for a small jump into a CRM, this is a great tool. What problems is Insightly CRM solving and ...

"STAY AWAY IF YOU USE MULTIPLE CURRENCY"

What do you like best about Insightly CRM? Nothing special, it s a CRM like many others. What do you dislike about Insightly CRM? BIG DISAPPOINTMENT ! We chose Insightly because of the multi currency capabilities. So it does indeed allow you to use multiple currencies. BUT...the conversion doesn't work and as a result all the reports are aggregating the amounts, regardless of the currency. To fix this, INSIGHTLY is proposing a costly development and asking us to take a higher plan for more ...