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

"Reviewing Insightly"

What do you like best about Insightly CRM? The cloud based system thats easy to use and also has an app What do you dislike about Insightly CRM? not financial advisory focused i needed to go wtih RT Recommendations to others considering Insightly CRM: no What problems is Insightly CRM solving and how is that benefiting you? investment advising related

"Great APIs, highly recommend"

What do you like best about Insightly CRM? The Insightly api is fantastic. From the perspective of a developer and systems integrator, ease of use and reliability are necessary. insightly hits all the bases. What do you dislike about Insightly CRM? Custom fields can be tedious to work with; some items are easier to access than others. Recommendations to others considering Insightly CRM: Give your developers a say, they'll pick insightly. What problems is Insightly CRM solving and how is ...

"Natalia's Insightly Review"

What do you like best about Insightly CRM? I like the fact that it keeps all the contacts as well as their details in one place. I also like how it integrates with other systems that I use. For me, it's a one-stop shop to view partners, details, and all related purchasing and pricing of materials sold as well as potential sales. What do you dislike about Insightly CRM? I don't like that there is no recovery for contacts that were deleted. This has caused me and my colleagues to have to do a ...

"Optimize Workflow"

What do you like best about Insightly CRM? The ability to optimize workflow and customize reports to review workflows and manage teams. What do you dislike about Insightly CRM? The manual process of linking data together - I wish it was more intuitive to link orgs, contacts with leads and ops. Recommendations to others considering Insightly CRM: Use training team for implementation to save time What problems is Insightly CRM solving and how is that benefiting you? Follow up with prospective ...

"working well with INsightly"

What do you like best about Insightly CRM? platform is easy to use. and understand features. What do you dislike about Insightly CRM? paying for some features. which is hard on tight budget. Recommendations to others considering Insightly CRM: the ability to change colours for background. What problems is Insightly CRM solving and how is that benefiting you? managing my list of clients and contacts.

"Love Insightly"

What do you like best about Insightly CRM? I like that everyone in the office can communicate in an open forum style and we can add messages to tickets as we go along. We use all that insightly has to offer. Including pipelines. I am usually the one who learns the upgrades and relays messages on. What do you dislike about Insightly CRM? I would like to have some sort of spell check function in insightly. I understand that this crm is used in multiple countries which would make it difficult ...

"It has helped greatly in my sales process "

What do you like best about Insightly CRM? How intuitive it is to use with opportunities. What do you dislike about Insightly CRM? The integration to auto task seems clunky What problems is Insightly CRM solving and how is that benefiting you? I have seen an increase in sales. I had no idea how much I missed with my follow ups.

"Easy and simple"

What do you like best about Insightly CRM? Design and fact that is free, easy to use and help me to be operational in 1 day What do you dislike about Insightly CRM? limited in terms of account and contacts Recommendations to others considering Insightly CRM: Easy to use and available anywhere What problems is Insightly CRM solving and how is that benefiting you? Access to CRM when my company didn't want to invest in a CRM

"Unsightly makes work easier"

What do you like best about Insightly CRM? The links between people and their relationships. What do you dislike about Insightly CRM? Sometimes have to edit twice. Also, the bulk editing is difficult What problems is Insightly CRM solving and how is that benefiting you? Having to search everywhere for emails/phone numbers/literature

"Review "

What do you like best about Insightly CRM? I like that one is able to move from one page to another and using the notes is helpful for this line of business. What do you dislike about Insightly CRM? I would recommend insighlty to be more specific when using tags to make excel reports easier and cleaner for the users. Recommendations to others considering Insightly CRM: Learn to use the excel reports.; What problems is Insightly CRM solving and how is that benefiting you? Law firm