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

"Insightly is a master organizer"

What do you like best about Insightly CRM? Best thing that ever happened was when your talented developers enabled features in Insightly that instantly link-connect-merge Outlook email to Insightly's corresponding legal project. Amazing and incredible progress and timesaver!!! What do you dislike about Insightly CRM? Does not merge/synch/connect directly to Casefox app, XERO app, Sharepoint database (?), Dialpad (?), and the list goes oooon :) Well it is hard to find cons but to be ...

"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 ...

"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

"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 ...

"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 ...

"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 ...

"Great system"

What do you like best about Insightly CRM? Simplicity. There are only the most important features. What do you dislike about Insightly CRM? Nothing. It is perfectly built and I Like design and usability. What problems is Insightly CRM solving and how is that benefiting you? Store info for my clients on one place.

"User Friendly and Comprehensive"

What do you like best about Insightly CRM? The features cover most of the needs of the user and it is very easy to handle. What do you dislike about Insightly CRM? sometimes there are some lagging in the system. What problems is Insightly CRM solving and how is that benefiting you? most CRM and project management.

"Easy to use and great to keep track of our patrons!"

What do you like best about Insightly CRM? We love the ease of the app and email plug in! What do you dislike about Insightly CRM? Can be confusing to create something new What problems is Insightly CRM solving and how is that benefiting you? No business problems. Benefits include ease of tracking patrons and entering new contact information.