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

"Insightly"

What do you like best about Insightly CRM? Ease of use Simple Clean Syncs with email What do you dislike about Insightly CRM? Have to enter business seperatly Lose contact when they convert to a lead What problems is Insightly CRM solving and how is that benefiting you? Ease of accessing contacts

"Harris"

What do you like best about Insightly CRM? quik excess to client portals, diversity especially with email access. other tools that are avail when you dont have to go anywhere else to find what you need for clients. Excellent site What do you dislike about Insightly CRM? None at this time but will observe for dislikes. Simply lovely Recommendations to others considering Insightly CRM: Excellent commodity What problems is Insightly CRM solving and how is that benefiting you? Provides the ...

"Would definitely recommend Insightly "

What do you like best about Insightly CRM? I like the fact that you can link Gmail to Insightly. Also, you can assign tasks to your co workers and it gives you reminders to make sure you don't miss your tasks. What do you dislike about Insightly CRM? There is a limit/cap on how many entries you can put on the website. Our business is currently up to 90% of the data storage and will need to upgrade to $30/user, which is double of the basic plan we have. Recommendations to others considering ...

"Very handy with lots of functionalities, Insightly is a great tool"

What do you like best about Insightly CRM? The diversity of reports that one can construct, the easiness to link with e-mail programmes What do you dislike about Insightly CRM? The storage is not very large. We are a small company and still fill it up quickly. Recommendations to others considering Insightly CRM: Recommend the use. As every tool, you need to get used to it, but in the end, it is really worth it. It will simplify your life is quite easy to use and there are more possibilities ...

"Good Way to Keep Things Organized"

What do you like best about Insightly CRM? It is a good layout that allows for multiple team members and projects to run simultaneously and everything stay organized and in place. What do you dislike about Insightly CRM? It has some learning curve to it, especially if you are not familiar with that kind of platform. What problems is Insightly CRM solving and how is that benefiting you? A great way to stay organized and keep track of who is doing what and when projects and assignments get ...

"Great tool for small business"

What do you like best about Insightly CRM? Simplicity, great UI, integrates well with other platforms. What do you dislike about Insightly CRM? Unable to switch off fields that are not used. Recommendations to others considering Insightly CRM: Plan your business workflow. What problems is Insightly CRM solving and how is that benefiting you? Tracking sales opportunities - I was using spreadsheets and Hubspot before. Tracking projects - I now have a single place where I can add tasks and ...

"One one stop for all customer related information."

What do you like best about Insightly CRM? I like that Insightly keeps me organized with all my contacts, projects and current quotes. Whether I am in building the business in the office or on the road visiting customers, I can find the contact info I need and double check on the status of various projects all in one spot. No need to flip back and forth between email, and hard drives. No worries about key information being on a different computer. What do you dislike about Insightly ...

"Using Insightly for managing partners"

What do you like best about Insightly CRM? I like the ability to have multiple contacts associated with an organization is great. What do you dislike about Insightly CRM? The inability to be able to customize fields by individual organization and contact types is what I dislike most. This is actually my only major complaint. What problems is Insightly CRM solving and how is that benefiting you? Ability to easy track and manage all communications with existing and prospective partners.

"Very useful and user friendly"

What do you like best about Insightly CRM? It was very quick and easy to learn how to use Insightly. If we got stuck, there were handy tutorials on Youtube. What do you dislike about Insightly CRM? Sometimes it took a while for someone to reply to queries online. Recommendations to others considering Insightly CRM: Definitely peruse the tutorials on Youtube :) What problems is Insightly CRM solving and how is that benefiting you? We needed a CRM as our company had grown beyond simple ...

"Usage of Insightly"

What do you like best about Insightly CRM? - Fast - Efficient - Online vs Offline usage What do you dislike about Insightly CRM? - I am unable to review yesterday's tasks without pulling a report! What problems is Insightly CRM solving and how is that benefiting you? - Inside Sales and Telemarketing