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

"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

"The Great organizer!!"

What do you like best about Insightly CRM? Unsightly keeps me organized and on track. It stores everything in one place so I don't have to hunt around for what I need. I love it!! What do you dislike about Insightly CRM? There is a lot to learn with unsightly to be functional. Some things don't apply to me currently and it can make things a little confusing. Recommendations to others considering Insightly CRM: Go for it! What problems is Insightly CRM solving and how is that benefiting ...

"General usage with two companies. "

What do you like best about Insightly CRM? It's simplicity. Most platforms have taken the functionality too far. Salesmen generally know they're pipeline, they just need a way to organize follow up and know what was last mentioned. What do you dislike about Insightly CRM? I haven't checked it in a bit, but the mobile could definitely be improved. At one point I had switched to base because theirs is really well designed, so if I had to make a recommendation, that would be ...

"Very Good"

What do you like best about Insightly CRM? Ease of use. Format. Mail Campaigns. Lead sorting. Reporting. What do you dislike about Insightly CRM? Not enough filters for different contacts. Support isnt good enough, cant get hold of team unless in US time. Recommendations to others considering Insightly CRM: Better support What problems is Insightly CRM solving and how is that benefiting you? Email campaigns

"positive"

What do you like best about Insightly CRM? The ability to connect call notes, email and tasks to each lead. What do you dislike about Insightly CRM? I generate emails through Mac Email with a bcc to Insightly. Often, I have to link each email to the lead. Insightly should do a better job of matching the email address to the lead email address or allow separate Insightly email addresses for each lead. What problems is Insightly CRM solving and how is that benefiting you? CRM / ability to see ...

"Great Tool"

What do you like best about Insightly CRM? A great tool to manage customers and contacts within my team- the project management and reminders work well and it is easy to see notes etc What do you dislike about Insightly CRM? Sometimes the app I find is hard to use when entering new businesses or contacts on the move Recommendations to others considering Insightly CRM: Worth the trial What problems is Insightly CRM solving and how is that benefiting you? Everything runs more smooth

"No More Accidently Forgetting to Get Back to Clients"

What do you like best about Insightly CRM? Follow up emails, different checklists, and the iPhone app makes it easy to stay on top of your tasks. Prior to this software, it was easier to accidentally forget to contact a customer or let a lead slip away. The software helps you keep on top of the project/lead. I also like that I can stay up to date with how far I have to go to reach a goal. What do you dislike about Insightly CRM? The email function can get a little confusing. The other thing ...

"Great, just seems a little bit cumbersome at times"

What do you like best about Insightly CRM? I find it easy keeping track of all the 'actions' and tasks e.g. emails, calls, proposals, linking those to tasks and creating opportunities. It is useful to have this linked to individual contacts with the prospect/client. It's very intuitive and easy to use, even when you don't have much time to spend on business development. Not sure what else as I'm not using it on a daily basis. What do you dislike about Insightly CRM? There are just slightly ...

"Keeps contacts organized"

What do you like best about Insightly CRM? I like how easy it is to search contacts and organizations. Being able to assemble them into a report and export it as a mailing list is invaluable. I also like the Mailchimp sync. What do you dislike about Insightly CRM? Nothing really, Insightly so far is doing everything I need. What problems is Insightly CRM solving and how is that benefiting you? This is the easiest way I've found to keep my contacts organised at a reasonable price. Being able ...

"quick easy and easy to follow"

What do you like best about Insightly CRM? most features are easy to navigate and easy to follow What do you dislike about Insightly CRM? how you are not able to add an image to newsletters. smart merge feature seems more cumbersome and difficult to use with the new update not being able to drill down into information when sending marketing newsletters. What problems is Insightly CRM solving and how is that benefiting you? logging all correspondence for every client and enables us to link ...