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

"A giant step down from any other CRM. Lacking basic functionality. Not intuitive whatsoever."

What do you like best about Insightly CRM? The sidebar navigation makes a lot of sense, and that is about it. What do you dislike about Insightly CRM? The dashboard capability is awful! Onboarding was terrible. Seems like it a product that would be a step up from an excel sheet but a giant step down from any other CRM. Charts often contain different number forms so understanding them at a glance is very challenging. Their "SmartMerge" is the worst dedupe tool I have ever seen, it looks only ...

"It gets the job done"

What do you like best about Insightly CRM? I like that it integrates into gmail and makes collaboration easy What do you dislike about Insightly CRM? I do not find administrative configurations to be intuitive What problems is Insightly CRM solving and how is that benefiting you? We use it to manage our sales pipeline. It helps keep track of follow ups and sales lifecycles

"It gets the job done"

What do you like best about Insightly CRM? I like that it integrates into gmail and makes collaboration easy What do you dislike about Insightly CRM? I do not find administrative configurations to be intuitive What problems is Insightly CRM solving and how is that benefiting you? We use it to manage our sales pipeline. It helps keep track of follow ups and sales lifecycles

"Effective but still growing"

What do you like best about Insightly CRM? Insigfhtly makes it easy to import and export leads and files. It also does some report generation making it easier to visualize numerics. What do you dislike about Insightly CRM? There are very few ways to customize what features work best for your personal need. While many of the features are helpful the product is still in need of some growing. What problems is Insightly CRM solving and how is that benefiting you? It has been great for tracking ...

"Effective but still growing"

What do you like best about Insightly CRM? Insigfhtly makes it easy to import and export leads and files. It also does some report generation making it easier to visualize numerics. What do you dislike about Insightly CRM? There are very few ways to customize what features work best for your personal need. While many of the features are helpful the product is still in need of some growing. What problems is Insightly CRM solving and how is that benefiting you? It has been great for tracking ...

"Clean And Smart CRM"

What do you like best about Insightly CRM? I love Insightly!!! Super easy to use, even for a beginner! My assistant found it to be very user friendly. She had never used a CRM before. The learning curve for her was very short. Their new design on their site is FANTASTIC! They also have Slack integration!! What do you dislike about Insightly CRM? It doesn't have all the integrations I would like to see. I would like to see a more social aspect from Insightly. Incorporating social listening ...

"Great for a Small Business!"

What do you like best about Insightly CRM? We use insightly every day it helps us to be more organized and to keep track of our progress. Insightly is a great tool to communicate and share files with project managers and office managers. Its a great way to view progress on current projects. The open calendar was another great way to keep track of the projects progress. It is user friendly and intuitive tools so it’s easy to invite new users, customize features, and secure data. Insightly ...

"Insightly is a cost efficient CRM"

What do you like best about Insightly CRM? Insightly is a cost efficient alternative to high priced popular CRMs. It's price point and bare-bones setup are its key benefits What do you dislike about Insightly CRM? It can be a bit clunky to use at times. While the autofill searches are great, they sometimes don't work. At times there database takes a while to sync, and entries won't show up immediately. Recommendations to others considering Insightly CRM: Take your time reviewing the ...

"Easy to use"

What do you like best about Insightly CRM? Insightly was such an easy program to use. It's perfect for people who haven't used a CRM before. What do you dislike about Insightly CRM? After using it for about a year there were features it didn't offer that other programs did. Recommendations to others considering Insightly CRM: This is a very basic CRM so make sure to read about what they offer. Make sure it's what you need. What problems is Insightly CRM solving and how is that benefiting ...

"Organized "

What do you like best about Insightly CRM? Easy to navigate. The ability to get a full picture of my client records What do you dislike about Insightly CRM? not enough filters. Would like to be able to break down more within the opportunity section What problems is Insightly CRM solving and how is that benefiting you? tracking opportunities