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

"Fully Customizable - Reporting Lacking"

What do you like best about Insightly CRM? Objects and fields can be easily customized. What do you dislike about Insightly CRM? Not terribly intuitive. And the reporting requires a lot of skill. What problems is Insightly CRM solving and how is that benefiting you? Helps us in scheduling our trainings. The Insightly calendar is useful.

"Insightly offers features that really help with assigning multiple reports for each department."

What do you like best about Insightly CRM? Insightly is simple, direct, and cohesive. What do you dislike about Insightly CRM? There are a lot of different features which can be helpful but also is difficult to find thee most efficient way to house information/reporting/data. What problems is Insightly CRM solving and how is that benefiting you? Project specific data and department specific reports.

"Greatly customer service!"

What do you like best about Insightly CRM? The easy of the tool is helpful in everyday tasks within the system. What do you dislike about Insightly CRM? The system can be wonky in saving information at times. Just make sure to save your work. What problems is Insightly CRM solving and how is that benefiting you? Keeping track of client prospects and opportunities.

"CRM that's perfect for small business"

What do you like best about Insightly CRM? Insightly CRM has an easy interface that allows us to customize the program for our individual company. Since we are a small company and don't have a dedicated IT department, the ability to get these adjustments completed quickly and easily has made a huge difference and definitely helped us grow over the past 3 years. Also, Brian Revak, our assigned customer success manager, is an amazing partner who is always available with helpful insights and ...

"Easy to Use & Intuitive CRM"

What do you like best about Insightly CRM? Insightly is quick and easy to use. I can record call details in under a minute. It is easy to search and group information that I may need to look at, and it is easy to filter info so that I see just what I want to see. We also use the invoice function and that is super fast. I appreciate the ease of use more than anything! What do you dislike about Insightly CRM? The only complaint is that it logs you out after non-use fairly quickly. I ...

"A few upgrades needed"

What do you like best about Insightly CRM? Tasks, Pipeline creations, and reports are the areas I think are built out well What do you dislike about Insightly CRM? Contacts are a hot mess! Our org is having a very hard time. We focus on the Org, and we can't email to org emails etc and our contacts weren't done properly. Recommendations to others considering Insightly CRM: It is a fine tool, but once the business started to really expand, we've had trouble integrating with our site and ...

"Nice but not as robust as we need it to be."

What do you like best about Insightly CRM? It is user-friendly. Very self-explanatory and simple to train new users on. What do you dislike about Insightly CRM? The lack of integration between accounts and contacts is frustrating for a company that works sales using account-based methodology. Report building is also tedious, and they tend to break often. What problems is Insightly CRM solving and how is that benefiting you? We use Insightly as our CRM for our sales process as well as the ...

"Sophisticated CRM without needing sophisticated Coding!"

What do you like best about Insightly CRM? My favorite thing about Insightly is how easy it is to customize! I have no coding background, and I have been able to construct a system architecture that is both user-friendly and robust! Take the inherent automations and add on the power of their AppConnect integration, and this CRM can connect to hundreds of applications in seconds. AppConnect has been a game changer for us to connect to a variety of business applications, including Quick Books ...

"Insightly Works Well for Small Businesses"

What do you like best about Insightly CRM? Insightly has been a very crucial CRM for our business. It's very easy to use and intuitive to customize for our unique business needs. Support is great and always available to steer me in the right direction when I have questions or want to utilize features in a certain way. What do you dislike about Insightly CRM? There are some elements that are a little clunky. For example, when a system user's access is removed, they still show up in Insightly ...

"Nice but not as robust as we need it to be."

What do you like best about Insightly CRM? It is user-friendly. Very self-explanatory and simple to train new users on. What do you dislike about Insightly CRM? The lack of integration between accounts and contacts is frustrating for a company that works sales using account-based methodology. Report building is also tedious, and they tend to break often. What problems is Insightly CRM solving and how is that benefiting you? We use Insightly as our CRM for our sales process as well as the ...